speb/financial-data huggingface dataset:
Holder of BZUN: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-04-30: 21771 (value 53992; 0.00% of shares outstanding; change 0.03)
Holder of BZUN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 32067 (value 90749; 0.00% of shares outstanding; change 0.00)
Holder of BZUN: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-04-30: 32668 (value 89837; 0.00% of shares outstanding; change 0.00)
Holder of BZUN: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-04-30: 37630 (value 103482; 0.00% of shares outstanding; change -0.07)
Holder of BZUN: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 135757 (value 384192; 0.00% of shares outstanding; change 1.00)
Holder of BZUN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 32067 (value 79526; 0.00% of shares outstanding; change 0.00)
Holder of BZUN: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-05-31: 30616 (value 76846; 0.00% of shares outstanding; change -0.06)
Holder of BZUN: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-05-31: 37630 (value 93322; 0.00% of shares outstanding; change 0.00)
Holder of BZUN: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 221306 (value 548838; 0.00% of shares outstanding; change 0.63)
Holder of BZUN: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-06-30: 28685 (value 71138; 0.00% of shares outstanding; change -0.06)
Holder of C: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 43121590 (value 5429008246; 0.03% of shares outstanding; change 0.06)
Holder of C: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 53726882 (value 6764214525; 0.03% of shares outstanding; change 0.03)
Holder of C: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-01-31: 15639762 (value 2237424313; 0.01% of shares outstanding; change 0.00)
Holder of C: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 22316915 (value 2809699632; 0.01% of shares outstanding; change -0.02)
Holder of C: Income Fund of America
Shares held as of 2026-03-31: 9156909 (value 1309987379; 0.01% of shares outstanding; change -0.36)
Holder of C: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 42854501 (value 5664936591; 0.03% of shares outstanding; change -0.01)
Holder of C: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 53613294 (value 7087141464; 0.03% of shares outstanding; change 0.00)
Holder of C: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 15219863 (value 2011913727; 0.01% of shares outstanding; change -0.04)
Holder of C: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 9510430 (value 1257183764; 0.01% of shares outstanding; change -0.07)
Holder of C: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 22393963 (value 3203680292; 0.01% of shares outstanding; change 0.00)
Holder of C: Income Fund of America
Shares held as of 2026-04-30: 9156909 (value 1210451823; 0.01% of shares outstanding; change 0.00)
Holder of C: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-04-30: 16515251 (value 2183151070; 0.01% of shares outstanding; change 0.06)
Holder of C: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-04-30: 12223875 (value 1748747527; 0.01% of shares outstanding; change 0.03)
Holder of C: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 20868385 (value 2918026312; 0.01% of shares outstanding; change 0.03)
Holder of C: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 22603182 (value 3251693776; 0.01% of shares outstanding; change 0.01)
Holder of C: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 22362798 (value 2956138322; 0.01% of shares outstanding; change 0.00)
Holder of C: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-05-31: 11746529 (value 1654968463; 0.01% of shares outstanding; change -0.04)
Holder of C: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 21072601 (value 2968918742; 0.01% of shares outstanding; change 0.01)
Holder of C: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 23023422 (value 3043466210; 0.01% of shares outstanding; change 0.02)
Holder of C: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-06-30: 11611646 (value 1534943513; 0.01% of shares outstanding; change -0.01)
Holder of C: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 20607242 (value 2724071370; 0.01% of shares outstanding; change -0.02)
Holder of C4F.DE: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 4815858 (value 524687714; 0.03% of shares outstanding; change 0.04)
Holder of C4F.DE: T. ROWE PRICE Eqy. INCOME Fd., INC.-T. Rowe Price Eqy. Income Fd.
Shares held as of 2026-03-31: 2046000 (value 222911693; 0.01% of shares outstanding; change -0.05)
Holder of C4F.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3963291 (value 431800542; 0.03% of shares outstanding; change 0.01)
Holder of C4F.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3543362 (value 386049279; 0.02% of shares outstanding; change 0.00)
Holder of C4F.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2256335 (value 245827691; 0.01% of shares outstanding; change -0.01)
Holder of C4F.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4869018 (value 530479496; 0.03% of shares outstanding; change -0.01)
Holder of C4F.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1996019 (value 217466263; 0.01% of shares outstanding; change 0.00)
Holder of C4F.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2054961 (value 223887994; 0.01% of shares outstanding; change 0.02)
Holder of C4F.DE: SELECT SECTOR SPDR TRUST-State Street Materials Select Sector SPDR ETF
Shares held as of 2026-06-30: 1680678 (value 183109862; 0.01% of shares outstanding; change 0.22)
Holder of C4F.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1856793 (value 202297591; 0.01% of shares outstanding; change -0.02)
Holder of C7N.DE: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 1048164 (value 106912728; 0.02% of shares outstanding; change -0.10)
Holder of C7N.DE: Smead Funds Trust-Smead Value Fund
Shares held as of 2026-02-28: 477987 (value 57597433; 0.01% of shares outstanding; change -0.07)
Holder of C7N.DE: Advisor Managed Portfolios-Patient Opportunity Trust
Shares held as of 2026-03-31: 575000 (value 58650000; 0.01% of shares outstanding; change 0.05)
Holder of C7N.DE: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 1187957 (value 121171614; 0.02% of shares outstanding; change 0.37)
Holder of C7N.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 560362 (value 65282173; 0.01% of shares outstanding; change 0.00)
Holder of C7N.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1100268 (value 128181222; 0.02% of shares outstanding; change -0.02)
Holder of C7N.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 700693 (value 81630734; 0.01% of shares outstanding; change -0.03)
Holder of C7N.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1520761 (value 177168656; 0.03% of shares outstanding; change -0.02)
Holder of C7N.DE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 722357 (value 73680414; 0.01% of shares outstanding; change 0.33)
Holder of C7N.DE: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 1187957 (value 138396990; 0.02% of shares outstanding; change 0.00)
Holder of C7N.DE: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 950996 (value 110791034; 0.02% of shares outstanding; change -0.09)
Holder of C7N.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1696795 (value 173073090; 0.03% of shares outstanding; change 0.02)
Holder of C7N.DE: Smead Funds Trust-Smead Value Fund
Shares held as of 2026-05-31: 405644 (value 47257526; 0.01% of shares outstanding; change -0.15)
Holder of C7N.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1704124 (value 198530446; 0.03% of shares outstanding; change 0.00)
Holder of C7N.DE: Advisor Managed Portfolios-Patient Opportunity Trust
Shares held as of 2026-06-30: 550000 (value 64075000; 0.01% of shares outstanding; change -0.04)
Holder of C7N.DE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1085571 (value 126469021; 0.02% of shares outstanding; change 0.17)
Holder of C9F.DE: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 21220427 (value 601599113; 0.02% of shares outstanding; change -0.15)
Holder of C9F.DE: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 32691190 (value 926795248; 0.03% of shares outstanding; change -0.02)
Holder of C9F.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 16632935 (value 444931011; 0.01% of shares outstanding; change -0.01)
Holder of C9F.DE: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 23788530 (value 674404834; 0.02% of shares outstanding; change 0.00)
Holder of C9F.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 33093812 (value 938209582; 0.03% of shares outstanding; change -0.01)
Holder of C9F.DE: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 15241135 (value 432086183; 0.01% of shares outstanding; change -0.04)
Holder of C9F.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 28127532 (value 797415542; 0.02% of shares outstanding; change 0.96)
Holder of C9F.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 41357972 (value 1172498521; 0.03% of shares outstanding; change -0.01)
Holder of C9F.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 15522864 (value 415236612; 0.01% of shares outstanding; change 0.03)
Holder of C9F.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 16846280 (value 450637990; 0.01% of shares outstanding; change 0.01)
Holder of C9F.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 16667121 (value 472512886; 0.01% of shares outstanding; change 0.00)
Holder of C9F.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 17159400 (value 486468996; 0.01% of shares outstanding; change 0.02)
Holder of C9F.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 15503160 (value 439514591; 0.01% of shares outstanding; change -0.01)
Holder of CA.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 5310771 (value 86565563; 0.01% of shares outstanding; change -0.10)
Holder of CA.PA: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-01-31: 4495743 (value 69908804; 0.01% of shares outstanding; change 0.05)
Holder of CA.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 8273748 (value 134448405; 0.01% of shares outstanding; change -0.10)
Holder of CA.PA: Capital Group Global Growth Equity ETF
Shares held as of 2026-02-28: 3275770 (value 53788143; 0.00% of shares outstanding; change 0.15)
Holder of CA.PA: Templeton Funds-Templeton Foreign Fund
Shares held as of 2026-02-28: 5940126 (value 97536869; 0.01% of shares outstanding; change -0.17)
Holder of CA.PA: AQR Funds-AQR Long-Short Equity Fund
Shares held as of 2026-03-31: 4204521 (value 69038235; 0.01% of shares outstanding; change 0.56)
Holder of CA.PA: Intl Growth & Income Fd.-Intl Growth and Income Fd.
Shares held as of 2026-03-31: 3969189 (value 65174083; 0.01% of shares outstanding; change 0.00)
Holder of CA.PA: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 14742004 (value 242063706; 0.02% of shares outstanding; change 0.00)
Holder of CA.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 5451170 (value 89508211; 0.01% of shares outstanding; change 0.03)
Holder of CA.PA: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-04-30: 4974236 (value 81676955; 0.01% of shares outstanding; change 0.11)
Holder of CA.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 8208515 (value 134783816; 0.01% of shares outstanding; change -0.01)
Holder of CA.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 4138850 (value 67959917; 0.01% of shares outstanding; change 0.01)
Holder of CA.PA: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-04-30: 6042538 (value 97405717; 0.01% of shares outstanding; change 0.04)
Holder of CA.PA: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-05-31: 6169342 (value 101300596; 0.01% of shares outstanding; change 0.02)
Holder of CA8A.DE: Bridge Builder Trust-Bridge Builder Large Cap Value Fund
Shares held as of 2026-03-31: 181624 (value 78970112; 0.01% of shares outstanding; change 0.16)
Holder of CA8A.DE: Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund
Shares held as of 2026-03-31: 678657 (value 295080055; 0.03% of shares outstanding; change -0.19)
Holder of CA8A.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 246502 (value 107179066; 0.01% of shares outstanding; change 0.04)
Holder of CA8A.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 509253 (value 221423198; 0.02% of shares outstanding; change 0.02)
Holder of CA8A.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 324287 (value 140999983; 0.01% of shares outstanding; change 0.00)
Holder of CA8A.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 703232 (value 305765265; 0.03% of shares outstanding; change 0.01)
Holder of CA8A.DE: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2026-03-31: 342000 (value 148701595; 0.02% of shares outstanding; change 1.00)
Holder of CA8A.DE: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-04-30: 324745 (value 141199122; 0.01% of shares outstanding; change 0.15)
Holder of CA8A.DE: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 357326 (value 155365340; 0.02% of shares outstanding; change 0.00)
Holder of CA8A.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 749948 (value 326077381; 0.03% of shares outstanding; change 0.01)
Holder of CAAP: abrdn Global Infrastructure Income Fund
Shares held as of 2025-12-31: 263365 (value 7005509; 0.00% of shares outstanding; change 0.06)
Holder of CAAP: Global Macro Capital Opportunities Portfolio
Shares held as of 2026-01-31: 94779 (value 2386535; 0.00% of shares outstanding; change 0.29)
Holder of CAAP: RUSSELL INVESTMENT CO-Tax-Managed Real Assets Fund
Shares held as of 2026-01-31: 43080 (value 1186423; 0.00% of shares outstanding; change -0.27)
Holder of CAAP: -Militia Long/Short Equity ETF
Shares held as of 2026-02-28: 457460 (value 11514268; 0.00% of shares outstanding; change 1.29)
Holder of CAAP: Principal Funds, Inc-Diversified Real Asset Fund
Shares held as of 2026-02-28: 30347 (value 835756; 0.00% of shares outstanding; change 0.04)
Holder of CAAP: RBC Funds Trust-RBC Emerging Markets Value Equity Fund
Shares held as of 2026-03-31: 56566 (value 1423766; 0.00% of shares outstanding; change 0.40)
Holder of CAAP: SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT Emerging Markets Equity Fund
Shares held as of 2026-03-31: 82327 (value 2189898; 0.00% of shares outstanding; change 0.00)
Holder of CAAP: abrdn Global Infrastructure Income Fund
Shares held as of 2026-03-31: 263365 (value 6628897; 0.00% of shares outstanding; change 0.00)
Holder of CAAP: GLOBAL X FUNDS-Global X MSCI Argentina ETF
Shares held as of 2026-04-30: 836057 (value 22096986; 0.01% of shares outstanding; change 0.13)
Holder of CAAP: Global Macro Absolute Return Advantage Portfolio
Shares held as of 2026-04-30: 43774 (value 1101791; 0.00% of shares outstanding; change 0.63)
Holder of CAAP: Global Macro Capital Opportunities Portfolio
Shares held as of 2026-04-30: 94779 (value 2385587; 0.00% of shares outstanding; change 0.00)
Holder of CAAP: RUSSELL INVESTMENT CO-Tax-Managed Real Assets Fund
Shares held as of 2026-04-30: 43080 (value 1084323; 0.00% of shares outstanding; change 0.00)
Holder of CAAP: SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT Emerging Markets Equity Fund
Shares held as of 2026-04-30: 82327 (value 2267285; 0.00% of shares outstanding; change 0.00)
Holder of CAAP: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Global Infrastructure ETF
Shares held as of 2026-04-30: 113150 (value 2990554; 0.00% of shares outstanding; change -0.04)
Holder of CAAP: iShares Trust-iShares Global Infrastructure ETF
Shares held as of 2026-04-30: 1221773 (value 30825332; 0.01% of shares outstanding; change -0.08)
Holder of CAAP: GLOBAL X FUNDS-Global X MSCI Argentina ETF
Shares held as of 2026-05-31: 762478 (value 18932328; 0.00% of shares outstanding; change -0.10)
Holder of CAAP: SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT Emerging Markets Equity Fund
Shares held as of 2026-05-31: 82327 (value 2072170; 0.00% of shares outstanding; change 0.00)
Holder of CAAP: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Global Infrastructure ETF
Shares held as of 2026-05-31: 113150 (value 2786884; 0.00% of shares outstanding; change 0.00)
Holder of CAAP: iShares Trust-iShares Global Infrastructure ETF
Shares held as of 2026-05-31: 1250744 (value 31481226; 0.01% of shares outstanding; change 0.02)
Holder of CAAP: GLOBAL X FUNDS-Global X MSCI Argentina ETF
Shares held as of 2026-06-30: 792554 (value 19948584; 0.00% of shares outstanding; change 0.04)
Holder of CAAP: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Global Infrastructure ETF
Shares held as of 2026-06-30: 112704 (value 2836759; 0.00% of shares outstanding; change 0.00)
Holder of CAAS: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 165543 (value 733355; 0.01% of shares outstanding; change 0.00)
Holder of CAAS: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 98950 (value 430432; 0.00% of shares outstanding; change 0.00)
Holder of CAAS: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 165543 (value 720112; 0.01% of shares outstanding; change 0.00)
Holder of CAAS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 21380 (value 94713; 0.00% of shares outstanding; change 0.00)
Holder of CAAS: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-03-31: 94022 (value 420278; 0.00% of shares outstanding; change 0.00)
Holder of CAAS: American Century ETF TRT-Avantis Responsible Emerging Markets Eqy. ETF
Shares held as of 2026-04-30: 1135 (value 5243; 0.00% of shares outstanding; change 0.00)
Holder of CAAS: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-04-30: 5187 (value 23963; 0.00% of shares outstanding; change 0.00)
Holder of CAAS: American Century ETF Trust-Avantis Emerging Markets Value ETF
Shares held as of 2026-04-30: 4064 (value 18003; 0.00% of shares outstanding; change 0.00)
Holder of CAAS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 21380 (value 95568; 0.00% of shares outstanding; change 0.00)
Holder of CAAS: American Century ETF TRT-Avantis Responsible Emerging Markets Eqy. ETF
Shares held as of 2026-05-31: 1072 (value 4770; 0.00% of shares outstanding; change -0.06)
Holder of CAAS: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-05-31: 5187 (value 23082; 0.00% of shares outstanding; change 0.00)
Holder of CAAS: American Century ETF Trust-Avantis Emerging Markets Value ETF
Shares held as of 2026-05-31: 4064 (value 18084; 0.00% of shares outstanding; change 0.00)
Holder of CAAS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 21380 (value 93002; 0.00% of shares outstanding; change 0.00)
Holder of CAAS: American Century ETF TRT-Avantis Responsible Emerging Markets Eqy. ETF
Shares held as of 2026-06-30: 1135 (value 4937; 0.00% of shares outstanding; change 0.06)
Holder of CAAS: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-06-30: 5187 (value 22563; 0.00% of shares outstanding; change 0.00)
Holder of CAAS: American Century ETF Trust-Avantis Emerging Markets Value ETF
Shares held as of 2026-06-30: 4064 (value 17678; 0.00% of shares outstanding; change 0.00)
Holder of CABA: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 3289874 (value 10692090; 0.02% of shares outstanding; change 0.18)
Holder of CABA: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2025-12-31: 931483 (value 3027319; 0.01% of shares outstanding; change -0.18)
Holder of CABA: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 5169039 (value 16799376; 0.03% of shares outstanding; change 0.18)
Holder of CABA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 985573 (value 3725465; 0.01% of shares outstanding; change -0.01)
Holder of CABA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2727229 (value 10308925; 0.02% of shares outstanding; change 0.07)
Holder of CABA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 284542 (value 924761; 0.00% of shares outstanding; change 1.00)
Holder of CABA: Prudential Sector Funds, Inc.-PGIM Jennison Health Sciences Fund
Shares held as of 2026-02-28: 3518102 (value 9463694; 0.02% of shares outstanding; change 0.00)
Holder of CABA: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2026-03-31: 302218 (value 939897; 0.00% of shares outstanding; change 0.29)
Holder of CABA: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 3765512 (value 10129227; 0.02% of shares outstanding; change 0.14)
Holder of CABA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 530430 (value 1723897; 0.00% of shares outstanding; change -0.13)
Holder of CABA: NORTHWESTERN MUTUAL SERIES FUND INC-Small Cap Value Portfolio
Shares held as of 2026-03-31: 318113 (value 995693; 0.00% of shares outstanding; change 0.00)
Holder of CABA: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2026-03-31: 608501 (value 1636867; 0.00% of shares outstanding; change -0.35)
Holder of CABA: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 5784872 (value 15561306; 0.04% of shares outstanding; change 0.12)
Holder of CABA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1096889 (value 2950631; 0.01% of shares outstanding; change 0.11)
Holder of CABA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2831388 (value 7616433; 0.02% of shares outstanding; change 0.04)
Holder of CABA: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 633353 (value 2394074; 0.00% of shares outstanding; change 0.00)
Holder of CABA: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 334526 (value 899874; 0.00% of shares outstanding; change 3.86)
Holder of CABA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 402043 (value 1250353; 0.00% of shares outstanding; change -0.24)
Holder of CABA: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 721653 (value 2302073; 0.00% of shares outstanding; change 0.14)
Holder of CABA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 662486 (value 1782087; 0.00% of shares outstanding; change 0.65)
Holder of CABA: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 1046019 (value 2813791; 0.01% of shares outstanding; change 0.45)
Holder of CABA: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 5236785 (value 14086951; 0.03% of shares outstanding; change 1.00)
Holder of CABK.MC: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 33944954 (value 390027513; 0.00% of shares outstanding; change 0.02)
Holder of CABK.MC: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-01-31: 66824860 (value 845000385; 0.01% of shares outstanding; change -0.06)
Holder of CABK.MC: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 52566376 (value 651034578; 0.01% of shares outstanding; change 0.01)
Holder of CABK.MC: MFS SERIES TRUST X-MFS International Intrinsic Value Fund
Shares held as of 2026-02-28: 39369017 (value 483845217; 0.01% of shares outstanding; change -0.23)
Holder of CABK.MC: Income Fund of America
Shares held as of 2026-03-31: 22274421 (value 281660063; 0.00% of shares outstanding; change -0.74)
Holder of CABK.MC: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 34743001 (value 426991480; 0.00% of shares outstanding; change 0.02)
Holder of CABK.MC: Fidelity Investment Trust-Fidelity Diversified International Fund
Shares held as of 2026-04-30: 19689902 (value 243859440; 0.00% of shares outstanding; change 0.00)
Holder of CABK.MC: Fidelity Investment Trust-Fidelity International Discovery Fund
Shares held as of 2026-04-30: 16658053 (value 206309990; 0.00% of shares outstanding; change 0.01)
Holder of CABK.MC: Fidelity Investment Trust-Fidelity Series Overseas Fund
Shares held as of 2026-04-30: 31594100 (value 391292935; 0.00% of shares outstanding; change -0.07)
Holder of CABK.MC: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-04-30: 24779829 (value 306898187; 0.00% of shares outstanding; change 0.03)
Holder of CABK.MC: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-04-30: 37336134 (value 458861085; 0.01% of shares outstanding; change -0.44)
Holder of CABK.MC: Income Fund of America
Shares held as of 2026-04-30: 22274421 (value 273752633; 0.00% of shares outstanding; change 0.00)
Holder of CABK.MC: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 52557612 (value 645933049; 0.01% of shares outstanding; change 0.00)
Holder of CABK.MC: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 27386750 (value 336583156; 0.00% of shares outstanding; change 0.00)
Holder of CABK.MC: Fidelity Investment Trust-Fidelity Diversified International Fund
Shares held as of 2026-05-31: 20034502 (value 246224028; 0.00% of shares outstanding; change 0.02)
Holder of CABK.MC: Fidelity Investment Trust-Fidelity International Discovery Fund
Shares held as of 2026-05-31: 16658053 (value 204727470; 0.00% of shares outstanding; change 0.00)
Holder of CABK.MC: Fidelity Investment Trust-Fidelity Series Overseas Fund
Shares held as of 2026-05-31: 31553700 (value 387794971; 0.00% of shares outstanding; change 0.00)
Holder of CABK.MC: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-05-31: 23907239 (value 293819966; 0.00% of shares outstanding; change -0.04)
Holder of CABO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 50259 (value 2641110; 0.01% of shares outstanding; change 0.05)
Holder of CABO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 51211 (value 2691138; 0.01% of shares outstanding; change -0.52)
Holder of CABO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 141388 (value 7429939; 0.02% of shares outstanding; change 0.01)
Holder of CABO: Williamsburg Investment Trust-Davenport Small Cap Focus Fund
Shares held as of 2025-12-31: 164410 (value 8639745; 0.03% of shares outstanding; change -0.09)
Holder of CABO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 50730 (value 2079422; 0.01% of shares outstanding; change 0.01)
Holder of CABO: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 86665 (value 3261204; 0.02% of shares outstanding; change 0.36)
Holder of CABO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 52620 (value 1980090; 0.01% of shares outstanding; change 0.05)
Holder of CABO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 141388 (value 5320430; 0.02% of shares outstanding; change 0.00)
Holder of CABO: Williamsburg Investment Trust-Davenport Small Cap Focus Fund
Shares held as of 2026-03-31: 164410 (value 6186748; 0.03% of shares outstanding; change 0.00)
Holder of CABO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 126633 (value 6654564; 0.02% of shares outstanding; change 0.02)
Holder of CABO: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 154456 (value 6768261; 0.03% of shares outstanding; change 0.05)
Holder of CABO: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-04-30: 89539 (value 4208333; 0.02% of shares outstanding; change 0.00)
Holder of CABO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 51017 (value 1919769; 0.01% of shares outstanding; change 0.01)
Holder of CABO: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 283469 (value 11619394; 0.05% of shares outstanding; change 0.02)
Holder of CABO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 121639 (value 5949363; 0.02% of shares outstanding; change -0.04)
Holder of CABO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 43508 (value 2127976; 0.01% of shares outstanding; change -0.01)
Holder of CABO: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 43078 (value 1765767; 0.01% of shares outstanding; change -0.06)
Holder of CABO: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 164921 (value 6740321; 0.03% of shares outstanding; change 0.07)
Holder of CABO: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 283013 (value 10649779; 0.05% of shares outstanding; change 0.00)
Holder of CABO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 122805 (value 4621152; 0.02% of shares outstanding; change 0.01)
Holder of CABO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 43871 (value 1650865; 0.01% of shares outstanding; change 0.01)
Holder of CABO: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 44838 (value 1687253; 0.01% of shares outstanding; change 0.04)
Holder of CABO: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 174567 (value 6568956; 0.03% of shares outstanding; change 0.06)
Holder of CABR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 39893 (value 50265; 0.00% of shares outstanding; change 0.94)
Holder of CABR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 5802 (value 7310; 0.00% of shares outstanding; change 0.28)
Holder of CABR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 17251 (value 25013; 0.00% of shares outstanding; change 1.00)
Holder of CABR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 39748 (value 49287; 0.00% of shares outstanding; change 0.00)
Holder of CABR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 5802 (value 7194; 0.00% of shares outstanding; change 0.00)
Holder of CABR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 39748 (value 57634; 0.00% of shares outstanding; change 0.00)
Holder of CABR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 5802 (value 8412; 0.00% of shares outstanding; change 0.00)
Holder of CAC: JPMorgan Trust I-JPMorgan Small Cap Blend Fund
Shares held as of 2025-12-31: 153095 (value 7659342; 0.01% of shares outstanding; change -0.37)
Holder of CAC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 182040 (value 9107460; 0.01% of shares outstanding; change 0.04)
Holder of CAC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 522161 (value 26123714; 0.03% of shares outstanding; change 0.03)
Holder of CAC: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 978520 (value 50383996; 0.06% of shares outstanding; change 0.00)
Holder of CAC: Fidelity Concord Street Trust-Fidelity Series Small Cap Core Fund
Shares held as of 2026-02-28: 147980 (value 7619490; 0.01% of shares outstanding; change 0.00)
Holder of CAC: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 321096 (value 16533233; 0.02% of shares outstanding; change 0.00)
Holder of CAC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 165858 (value 8540028; 0.01% of shares outstanding; change 0.01)
Holder of CAC: Franklin Templeton Varbl Insurance Prod. TRT-FRANKLIN SMALL CAP VALUE 
Shares held as of 2026-03-31: 270631 (value 14784571; 0.02% of shares outstanding; change 0.00)
Holder of CAC: JPMorgan Trust I-JPMorgan Small Cap Blend Fund
Shares held as of 2026-03-31: 162154 (value 8858473; 0.01% of shares outstanding; change 0.06)
Holder of CAC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 190876 (value 10427556; 0.01% of shares outstanding; change 0.05)
Holder of CAC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 555588 (value 30351773; 0.03% of shares outstanding; change 0.06)
Holder of CAC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 408841 (value 20454314; 0.02% of shares outstanding; change 0.01)
Holder of CAC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 204673 (value 10335986; 0.01% of shares outstanding; change 0.19)
Holder of CAC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 154795 (value 8185559; 0.01% of shares outstanding; change 0.12)
Holder of CAC: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 319695 (value 17464938; 0.02% of shares outstanding; change 0.00)
Holder of CAC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 167263 (value 9137577; 0.01% of shares outstanding; change 0.01)
Holder of CAC: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 978520 (value 53456548; 0.06% of shares outstanding; change 0.00)
Holder of CAC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 392951 (value 21447266; 0.02% of shares outstanding; change -0.04)
Holder of CAC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 250847 (value 13264789; 0.01% of shares outstanding; change 0.23)
Holder of CAC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 396613 (value 21666968; 0.02% of shares outstanding; change 0.01)
Holder of CAC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 293199 (value 16017461; 0.02% of shares outstanding; change 0.17)
Holder of CAC: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 156358 (value 8541837; 0.01% of shares outstanding; change 0.43)
Holder of CACC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 66672 (value 38245727; 0.01% of shares outstanding; change -0.01)
Holder of CACC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 49355 (value 28312002; 0.00% of shares outstanding; change -0.17)
Holder of CACC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 87726 (value 50323143; 0.01% of shares outstanding; change -0.18)
Holder of CACC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 121638 (value 69776424; 0.01% of shares outstanding; change -0.15)
Holder of CACC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 38262 (value 22181628; 0.00% of shares outstanding; change 0.00)
Holder of CACC: Smead Funds Trust-Smead Value Fund
Shares held as of 2026-02-28: 194269 (value 124332160; 0.02% of shares outstanding; change 0.19)
Holder of CACC: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-03-31: 72400 (value 41531537; 0.01% of shares outstanding; change 0.11)
Holder of CACC: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 293093 (value 160658935; 0.03% of shares outstanding; change 0.13)
Holder of CACC: SEQUOIA FUND INC
Shares held as of 2026-03-31: 71252 (value 40904349; 0.01% of shares outstanding; change -0.65)
Holder of CACC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 66623 (value 38246932; 0.01% of shares outstanding; change 0.00)
Holder of CACC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 55665 (value 31956164; 0.01% of shares outstanding; change 0.13)
Holder of CACC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 99008 (value 56838514; 0.01% of shares outstanding; change 0.13)
Holder of CACC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 137020 (value 78660443; 0.01% of shares outstanding; change 0.13)
Holder of CACC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 87051 (value 47417552; 0.01% of shares outstanding; change 0.10)
Holder of CACC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 41281 (value 25964098; 0.00% of shares outstanding; change 0.08)
Holder of CACC: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-04-30: 71466 (value 41430982; 0.01% of shares outstanding; change -0.01)
Holder of CACC: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-04-30: 293093 (value 192597270; 0.03% of shares outstanding; change 0.00)
Holder of CACC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 95408 (value 60007817; 0.01% of shares outstanding; change 0.10)
Holder of CACC: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-05-31: 89200 (value 51207937; 0.01% of shares outstanding; change 0.25)
Holder of CACC: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 293093 (value 168258834; 0.03% of shares outstanding; change 0.00)
Holder of CACC: Smead Funds Trust-Smead Value Fund
Shares held as of 2026-05-31: 164866 (value 94646276; 0.02% of shares outstanding; change -0.15)
Holder of CACC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 102921 (value 59084889; 0.01% of shares outstanding; change 0.08)
Holder of CACC: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 53892 (value 30938320; 0.01% of shares outstanding; change 1.00)
Holder of CACI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 237945 (value 122187139; 0.01% of shares outstanding; change 0.01)
Holder of CACI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 501034 (value 257285974; 0.02% of shares outstanding; change -0.04)
Holder of CACI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 323061 (value 165895057; 0.01% of shares outstanding; change -0.03)
Holder of CACI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 694304 (value 356532053; 0.03% of shares outstanding; change 0.00)
Holder of CACI: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-01-31: 283289 (value 132131659; 0.01% of shares outstanding; change -0.16)
Holder of CACI: Bridge Builder Trust-Bridge Builder Large Cap Value Fund
Shares held as of 2026-03-31: 181624 (value 88409112; 0.01% of shares outstanding; change 0.16)
Holder of CACI: Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund
Shares held as of 2026-03-31: 678657 (value 330349860; 0.03% of shares outstanding; change -0.19)
Holder of CACI: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 357326 (value 185595133; 0.02% of shares outstanding; change -0.07)
Holder of CACI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 246502 (value 119989775; 0.01% of shares outstanding; change 0.04)
Holder of CACI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 509253 (value 247889077; 0.02% of shares outstanding; change 0.02)
Holder of CACI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 324287 (value 157853179; 0.01% of shares outstanding; change 0.00)
Holder of CACI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 703232 (value 342312232; 0.03% of shares outstanding; change 0.01)
Holder of CACI: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2026-03-31: 342000 (value 166475336; 0.02% of shares outstanding; change 1.00)
Holder of CACI: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-04-30: 357326 (value 179674227; 0.02% of shares outstanding; change 0.00)
Holder of CACI: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 167092 (value 85803414; 0.01% of shares outstanding; change 0.00)
Holder of CACI: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-04-30: 324745 (value 158076120; 0.01% of shares outstanding; change 0.15)
Holder of CACI: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 745509 (value 347720317; 0.03% of shares outstanding; change 0.02)
Holder of CACI: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 357326 (value 173935573; 0.02% of shares outstanding; change 0.00)
Holder of CACI: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 749948 (value 365052179; 0.03% of shares outstanding; change 0.01)
Holder of CADL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 408296 (value 3388856; 0.01% of shares outstanding; change 0.05)
Holder of CADL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1316483 (value 10926809; 0.02% of shares outstanding; change 0.21)
Holder of CADL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 429004 (value 3565023; 0.01% of shares outstanding; change 0.01)
Holder of CADL: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 1736572 (value 14778228; 0.02% of shares outstanding; change 0.00)
Holder of CADL: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-03-31: 501378 (value 4266726; 0.01% of shares outstanding; change -0.01)
Holder of CADL: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-03-31: 477840 (value 4066418; 0.01% of shares outstanding; change 0.00)
Holder of CADL: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-03-31: 1678654 (value 14285345; 0.02% of shares outstanding; change 1.00)
Holder of CADL: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 5911951 (value 50310704; 0.08% of shares outstanding; change 0.00)
Holder of CADL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 439414 (value 4200798; 0.01% of shares outstanding; change 0.08)
Holder of CADL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1968034 (value 18814405; 0.03% of shares outstanding; change 0.49)
Holder of CADL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1115499 (value 9258641; 0.02% of shares outstanding; change 0.06)
Holder of CADL: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 1771572 (value 18247191; 0.02% of shares outstanding; change 0.02)
Holder of CADL: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-04-30: 509472 (value 5247561; 0.01% of shares outstanding; change 0.02)
Holder of CADL: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-04-30: 469960 (value 4840588; 0.01% of shares outstanding; change -0.02)
Holder of CADL: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-04-30: 1716453 (value 17679466; 0.02% of shares outstanding; change 0.02)
Holder of CADL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 450178 (value 4303701; 0.01% of shares outstanding; change 0.05)
Holder of CADL: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-04-30: 4864753 (value 50106956; 0.07% of shares outstanding; change -0.18)
Holder of CADL: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 396282 (value 3895452; 0.01% of shares outstanding; change 0.34)
Holder of CADL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1071915 (value 10536924; 0.01% of shares outstanding; change -0.04)
Holder of CADL: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 347365 (value 2883129; 0.00% of shares outstanding; change 0.07)
Holder of CADL: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 2111072 (value 20181849; 0.03% of shares outstanding; change 0.19)
Holder of CADL: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-05-31: 602103 (value 5756104; 0.01% of shares outstanding; change 0.18)
Holder of CADL: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-05-31: 555760 (value 5313065; 0.01% of shares outstanding; change 0.18)
Holder of CADL: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-05-31: 1814352 (value 17345205; 0.02% of shares outstanding; change 0.06)
Holder of CADL: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 4864753 (value 46507040; 0.07% of shares outstanding; change 0.00)
Holder of CADL: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 403638 (value 3987943; 0.01% of shares outstanding; change 0.02)
Holder of CADL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1082091 (value 10344790; 0.01% of shares outstanding; change 0.01)