speb/financial-data huggingface dataset:
Holder of CCSI: JANUS INVESTMENT FUND-Janus Henderson Triton Fund
Shares held as of 2026-03-31: 1227947 (value 44660431; 0.07% of shares outstanding; change -0.02)
Holder of CCSI: JANUS INVESTMENT FUND-Janus Henderson Venture Fund
Shares held as of 2026-03-31: 692492 (value 25185933; 0.04% of shares outstanding; change -0.01)
Holder of CCSI: Meridian Fund Inc-Meridian Small Cap Growth Fund
Shares held as of 2026-03-31: 148215 (value 5390579; 0.01% of shares outstanding; change -0.41)
Holder of CCSI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 211750 (value 7701347; 0.01% of shares outstanding; change 0.03)
Holder of CCSI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 567206 (value 20629281; 0.03% of shares outstanding; change 0.00)
Holder of CCSI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 465715 (value 15997309; 0.03% of shares outstanding; change -0.01)
Holder of CCSI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 162308 (value 5575279; 0.01% of shares outstanding; change 0.00)
Holder of CCSI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 186263 (value 6774385; 0.01% of shares outstanding; change 0.01)
Holder of CCSI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 447555 (value 16980236; 0.02% of shares outstanding; change -0.04)
Holder of CCSI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 160448 (value 6087396; 0.01% of shares outstanding; change -0.01)
Holder of CCSI: JANUS INVESTMENT FUND-Janus Henderson Triton Fund
Shares held as of 2026-05-31: 1200270 (value 45538242; 0.07% of shares outstanding; change -0.02)
Holder of CCSI: JANUS INVESTMENT FUND-Janus Henderson Venture Fund
Shares held as of 2026-05-31: 671666 (value 25483007; 0.04% of shares outstanding; change -0.03)
Holder of CCSI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 460783 (value 16758677; 0.03% of shares outstanding; change 0.03)
Holder of CCSI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 167000 (value 6073789; 0.01% of shares outstanding; change 0.04)
Holder of CCTG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 623 (value 289; 0.00% of shares outstanding; change 0.00)
Holder of CCTG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 623 (value 473; 0.00% of shares outstanding; change 0.00)
Holder of CCTG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 623 (value 491; 0.00% of shares outstanding; change 0.00)
Holder of CCU: EA Series Trust-Freedom 100 Emerging Markets ETF
Shares held as of 2025-12-31: 521721 (value 5754582; 0.00% of shares outstanding; change 0.07)
Holder of CCU: First Eagle Variable Funds-First Eagle Overseas Variable Fund
Shares held as of 2025-12-31: 151598 (value 1785824; 0.00% of shares outstanding; change -0.01)
Holder of CCU: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 75722 (value 854144; 0.00% of shares outstanding; change 0.00)
Holder of CCU: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-01-31: 31769 (value 352318; 0.00% of shares outstanding; change 0.00)
Holder of CCU: First Eagle Funds-First Eagle Global Income Builder Fund
Shares held as of 2026-01-31: 1327830 (value 14977922; 0.01% of shares outstanding; change 0.00)
Holder of CCU: First Eagle Funds-First Eagle Overseas Fund
Shares held as of 2026-01-31: 9392572 (value 105948209; 0.05% of shares outstanding; change 0.00)
Holder of CCU: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-01-31: 1756965 (value 19818564; 0.01% of shares outstanding; change 0.00)
Holder of CCU: Delaware Group Global & Intl Fd.s-Nomura Emerging Markets Fd.
Shares held as of 2026-02-28: 410528 (value 4700545; 0.00% of shares outstanding; change 0.00)
Holder of CCU: EA Series Trust-Freedom 100 Emerging Markets ETF
Shares held as of 2026-03-31: 576015 (value 6595371; 0.00% of shares outstanding; change 0.10)
Holder of CCU: First Eagle Variable Funds-First Eagle Overseas Variable Fund
Shares held as of 2026-03-31: 151598 (value 1735797; 0.00% of shares outstanding; change 0.00)
Holder of CCU: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-04-30: 183514 (value 2114081; 0.00% of shares outstanding; change 0.00)
Holder of CCU: American Century ETF Trust-Avantis Emerging Markets Value ETF
Shares held as of 2026-04-30: 27360 (value 301780; 0.00% of shares outstanding; change 0.03)
Holder of CCU: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 75722 (value 867016; 0.00% of shares outstanding; change 0.00)
Holder of CCU: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-04-30: 31769 (value 363755; 0.00% of shares outstanding; change 0.00)
Holder of CCU: First Eagle Funds-First Eagle Global Income Builder Fund
Shares held as of 2026-04-30: 1327830 (value 15203653; 0.01% of shares outstanding; change 0.00)
Holder of CCU: First Eagle Funds-First Eagle Overseas Fund
Shares held as of 2026-04-30: 9392572 (value 107544947; 0.05% of shares outstanding; change 0.00)
Holder of CCU: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-04-30: 2307660 (value 26422706; 0.01% of shares outstanding; change 0.31)
Holder of CCU: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-05-31: 183514 (value 2000302; 0.00% of shares outstanding; change 0.00)
Holder of CCU: American Century ETF Trust-Avantis Emerging Markets Value ETF
Shares held as of 2026-05-31: 27490 (value 299640; 0.00% of shares outstanding; change 0.00)
Holder of CCU: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-06-30: 191763 (value 2195686; 0.00% of shares outstanding; change 0.05)
Holder of CCU: American Century ETF Trust-Avantis Emerging Markets Value ETF
Shares held as of 2026-06-30: 28760 (value 329301; 0.00% of shares outstanding; change 0.05)
Holder of CCXI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 1186 (value 20695; 0.00% of shares outstanding; change 1.00)
Holder of CCXI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 1186 (value 16224; 0.00% of shares outstanding; change 0.00)
Holder of CD: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 99586 (value 479506; 0.00% of shares outstanding; change 0.25)
Holder of CD: TIAA-CREF Funds-Nuveen Small Cap Blend Index Fund
Shares held as of 2026-01-31: 49184 (value 236820; 0.00% of shares outstanding; change 0.18)
Holder of CD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 398187 (value 1917270; 0.01% of shares outstanding; change 0.01)
Holder of CD: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 200977 (value 590872; 0.00% of shares outstanding; change 0.28)
Holder of CD: Quantitative Master Series LLC-Master Small Cap Index Series
Shares held as of 2026-03-31: 55433 (value 162973; 0.00% of shares outstanding; change 0.00)
Holder of CD: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 96822 (value 516061; 0.00% of shares outstanding; change 0.12)
Holder of CD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 914015 (value 7522343; 0.01% of shares outstanding; change 0.19)
Holder of CD: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 306755 (value 2524593; 0.00% of shares outstanding; change 0.22)
Holder of CD: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-04-30: 49535 (value 235291; 0.00% of shares outstanding; change -0.03)
Holder of CD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 378867 (value 1113869; 0.00% of shares outstanding; change -0.05)
Holder of CD: GLOBAL X FUNDS-Global X Blockchain ETF
Shares held as of 2026-04-30: 183463 (value 871449; 0.00% of shares outstanding; change 0.21)
Holder of CD: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 81910 (value 240815; 0.00% of shares outstanding; change -0.18)
Holder of CD: TIAA-CREF Funds-Nuveen Small Cap Blend Index Fund
Shares held as of 2026-04-30: 49184 (value 144600; 0.00% of shares outstanding; change 0.00)
Holder of CD: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 97459 (value 359623; 0.00% of shares outstanding; change 0.01)
Holder of CD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 878149 (value 3767259; 0.01% of shares outstanding; change -0.04)
Holder of CD: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 303260 (value 1300985; 0.00% of shares outstanding; change -0.01)
Holder of CD: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-05-31: 51747 (value 160415; 0.00% of shares outstanding; change 0.04)
Holder of CD: GLOBAL X FUNDS-Global X Blockchain ETF
Shares held as of 2026-05-31: 189064 (value 586098; 0.00% of shares outstanding; change 0.03)
Holder of CD: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 98571 (value 289798; 0.00% of shares outstanding; change 0.01)
Holder of CD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 886571 (value 2606518; 0.01% of shares outstanding; change 0.01)
Holder of CD: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 305823 (value 899119; 0.00% of shares outstanding; change 0.01)
Holder of CD: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-06-30: 53169 (value 156316; 0.00% of shares outstanding; change 0.03)
Holder of CD: GLOBAL X FUNDS-Global X Blockchain ETF
Shares held as of 2026-06-30: 169929 (value 499591; 0.00% of shares outstanding; change -0.10)
Holder of CDE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 7400238 (value 142972595; 0.01% of shares outstanding; change 0.83)
Holder of CDE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 13115503 (value 253391513; 0.01% of shares outstanding; change -0.09)
Holder of CDE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 18259149 (value 352766753; 0.02% of shares outstanding; change -0.05)
Holder of CDE: Amplify ETF Trust-Amplify Junior Silver Miners ETF
Shares held as of 2026-03-31: 21319431 (value 322562993; 0.02% of shares outstanding; change 0.18)
Holder of CDE: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-03-31: 12386199 (value 239301360; 0.01% of shares outstanding; change 0.61)
Holder of CDE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 11550052 (value 174752288; 0.01% of shares outstanding; change 0.67)
Holder of CDE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 13324508 (value 201599807; 0.01% of shares outstanding; change 0.02)
Holder of CDE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 18418599 (value 278673404; 0.02% of shares outstanding; change 0.01)
Holder of CDE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 24832378 (value 479761535; 0.02% of shares outstanding; change 0.60)
Holder of CDE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 10108272 (value 162591545; 0.01% of shares outstanding; change 0.61)
Holder of CDE: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-04-30: 11738599 (value 191573932; 0.01% of shares outstanding; change -0.05)
Holder of CDE: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-04-30: 29860635 (value 513602944; 0.03% of shares outstanding; change 0.45)
Holder of CDE: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-04-30: 9810037 (value 168732643; 0.01% of shares outstanding; change 0.10)
Holder of CDE: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-04-30: 36429793 (value 596355741; 0.04% of shares outstanding; change 0.00)
Holder of CDE: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 31390601 (value 513864164; 0.03% of shares outstanding; change -0.02)
Holder of CDE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 24044784 (value 408520874; 0.02% of shares outstanding; change -0.03)
Holder of CDE: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-05-31: 10602499 (value 160415811; 0.01% of shares outstanding; change -0.10)
Holder of CDE: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-05-31: 29204677 (value 419087126; 0.03% of shares outstanding; change 0.37)
Holder of CDE: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-05-31: 9280492 (value 162501417; 0.01% of shares outstanding; change -0.05)
Holder of CDE: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-05-31: 36109237 (value 546332759; 0.03% of shares outstanding; change -0.01)
Holder of CDE: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 30719223 (value 494118673; 0.03% of shares outstanding; change -0.02)
Holder of CDE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 24444074 (value 369838842; 0.02% of shares outstanding; change 0.02)
Holder of CDE: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-06-30: 28478037 (value 430872703; 0.03% of shares outstanding; change -0.02)
Holder of CDE: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-06-30: 11940020 (value 180652503; 0.01% of shares outstanding; change 0.29)
Holder of CDE: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 22300207 (value 337402134; 0.02% of shares outstanding; change -0.27)
Holder of CDI.PA: SCHWAB CAPITAL TRUST-Schwab International Core Equity Fund
Shares held as of 2026-01-31: 3013 (value 1395621; 0.00% of shares outstanding; change 0.00)
Holder of CDI.PA: -MFS Blended Research International Equity ETF
Shares held as of 2026-02-28: 820 (value 370147; 0.00% of shares outstanding; change 1.00)
Holder of CDI.PA: MFS SERIES TRUST IV-MFS Blended Research International Equity Fund
Shares held as of 2026-02-28: 13969 (value 6305606; 0.00% of shares outstanding; change 0.39)
Holder of CDI.PA: AB CAP FUND, INC.-AB Global Core Equity Portfolio
Shares held as of 2026-03-31: 23131 (value 10982598; 0.00% of shares outstanding; change -0.32)
Holder of CDI.PA: Advanced Series Trust-AST INTERNATIONAL EQUITY PORTFOLIO
Shares held as of 2026-03-31: 946 (value 427024; 0.00% of shares outstanding; change -0.04)
Holder of CDI.PA: GAMCO Global Series Funds, Inc-The Gabelli Global Growth Fund
Shares held as of 2026-03-31: 2000 (value 910799; 0.00% of shares outstanding; change 0.00)
Holder of CDI.PA: Gabelli Asset Fund-The Gabelli Asset Fund
Shares held as of 2026-03-31: 9850 (value 4485689; 0.00% of shares outstanding; change 0.00)
Holder of CDI.PA: Gabelli Equity Trust Inc
Shares held as of 2026-03-31: 12500 (value 5692499; 0.00% of shares outstanding; change 0.00)
Holder of CDI.PA: U.S. GLOBAL INVESTORS FUNDS-USGI Global Luxury Goods Fund
Shares held as of 2026-03-31: 1560 (value 704183; 0.00% of shares outstanding; change 0.93)
Holder of CDI.PA: AB CAP FUND, INC.-AB Global Core Equity Portfolio
Shares held as of 2026-04-30: 21601 (value 9837095; 0.00% of shares outstanding; change -0.07)
Holder of CDI.PA: First TRT Exch-Trd Fd. III-First TRT RiverFront Dynamic Developed Intl
Shares held as of 2026-04-30: 1730 (value 821403; 0.00% of shares outstanding; change 0.00)
Holder of CDI.PA: SCHWAB CAPITAL TRUST-Schwab International Core Equity Fund
Shares held as of 2026-04-30: 3013 (value 1360068; 0.00% of shares outstanding; change 0.00)
Holder of CDI.PA: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-04-30: 2010 (value 931032; 0.00% of shares outstanding; change 0.00)
Holder of CDI.PA: iShares Trust-iShares International Equity Factor ETF
Shares held as of 2026-04-30: 6103 (value 2779306; 0.00% of shares outstanding; change 0.03)
Holder of CDI.PA: AB CAP FUND, INC.-AB Global Core Equity Portfolio
Shares held as of 2026-05-31: 18864 (value 8515209; 0.00% of shares outstanding; change -0.13)
Holder of CDI.PA: First TRT Exch-Trd Fd. III-First TRT RiverFront Dynamic Developed Intl
Shares held as of 2026-05-31: 1779 (value 803040; 0.00% of shares outstanding; change 0.03)
Holder of CDI.PA: SPDR INDEX SHARES FUNDS-State Street SPDR Portfolio Europe ETF
Shares held as of 2026-05-31: 194 (value 87571; 0.00% of shares outstanding; change -0.03)
Holder of CDI.PA: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-05-31: 2010 (value 907313; 0.00% of shares outstanding; change 0.00)
Holder of CDI.PA: iShares Trust-iShares International Equity Factor ETF
Shares held as of 2026-05-31: 6111 (value 2758505; 0.00% of shares outstanding; change 0.00)
Holder of CDIO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 20155 (value 38092; 0.01% of shares outstanding; change 0.00)
Holder of CDIO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 21367 (value 41879; 0.01% of shares outstanding; change 0.29)
Holder of CDIO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 398 (value 780; 0.00% of shares outstanding; change 0.00)
Holder of CDIO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 2826 (value 5538; 0.00% of shares outstanding; change 0.51)
Holder of CDIO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 2251 (value 4411; 0.00% of shares outstanding; change 0.00)
Holder of CDIO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 20155 (value 31240; 0.01% of shares outstanding; change 0.00)
Holder of CDIO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 21289 (value 46622; 0.01% of shares outstanding; change 0.00)
Holder of CDIO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 398 (value 871; 0.00% of shares outstanding; change 0.00)
Holder of CDIO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 2826 (value 6188; 0.00% of shares outstanding; change 0.00)
Holder of CDIO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 2251 (value 4929; 0.00% of shares outstanding; change 0.00)
Holder of CDIO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 17089 (value 26487; 0.01% of shares outstanding; change -0.20)
Holder of CDIO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 398 (value 616; 0.00% of shares outstanding; change 0.00)
Holder of CDIO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 2826 (value 4380; 0.00% of shares outstanding; change 0.00)
Holder of CDIO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 2251 (value 3489; 0.00% of shares outstanding; change 0.00)
Holder of CDLR: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 6566 (value 143861; 0.00% of shares outstanding; change 0.00)
Holder of CDLR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio
Shares held as of 2026-01-31: 25545 (value 553815; 0.00% of shares outstanding; change 0.00)
Holder of CDLR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 24435 (value 529750; 0.00% of shares outstanding; change 0.00)
Holder of CDLR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 7342 (value 162772; 0.00% of shares outstanding; change -0.25)
Holder of CDLR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 13597 (value 294782; 0.00% of shares outstanding; change -0.64)
Holder of CDLR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 13471 (value 292051; 0.00% of shares outstanding; change -0.45)
Holder of CDLR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 11228 (value 243423; 0.00% of shares outstanding; change -0.40)
Holder of CDLR: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 9197 (value 201506; 0.00% of shares outstanding; change -0.47)
Holder of CDLR: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 9238 (value 202404; 0.00% of shares outstanding; change -0.54)
Holder of CDLR: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-01-31: 28560 (value 625749; 0.00% of shares outstanding; change -0.45)
Holder of CDLR: Franklin Strategic Series-FRANKLIN NATURAL RESOURCES FUND
Shares held as of 2026-01-31: 90424 (value 1960392; 0.00% of shares outstanding; change 0.00)
Holder of CDLR: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 6566 (value 148588; 0.00% of shares outstanding; change 0.00)
Holder of CDLR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio
Shares held as of 2026-04-30: 10990 (value 248703; 0.00% of shares outstanding; change -0.57)
Holder of CDLR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 10940 (value 247572; 0.00% of shares outstanding; change -0.55)
Holder of CDLR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 13597 (value 307700; 0.00% of shares outstanding; change 0.00)
Holder of CDLR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 11228 (value 254089; 0.00% of shares outstanding; change 0.00)
Holder of CDLR: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 8205 (value 185679; 0.00% of shares outstanding; change -0.11)
Holder of CDLR: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 8114 (value 183619; 0.00% of shares outstanding; change -0.12)
Holder of CDLR: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-04-30: 12102 (value 273868; 0.00% of shares outstanding; change -0.58)
Holder of CDLR: Franklin Strategic Series-FRANKLIN NATURAL RESOURCES FUND
Shares held as of 2026-04-30: 100624 (value 2277121; 0.00% of shares outstanding; change 0.11)
Holder of CDLR: Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF
Shares held as of 2026-04-30: 244012 (value 5536632; 0.00% of shares outstanding; change -0.19)
Holder of CDLR: Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF
Shares held as of 2026-05-31: 280620 (value 6513189; 0.00% of shares outstanding; change 0.15)
Holder of CDLR: Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF
Shares held as of 2026-06-30: 333418 (value 7545249; 0.00% of shares outstanding; change 0.19)
Holder of CDLX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 558147 (value 376637; 0.01% of shares outstanding; change 0.00)
Holder of CDLX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1505220 (value 1015722; 0.03% of shares outstanding; change 0.11)
Holder of CDLX: VANGUARD WORLD FUND-Vanguard Communication Services Index Fund
Shares held as of 2026-02-28: 17667 (value 63954; 0.00% of shares outstanding; change -0.02)
Holder of CDLX: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 7576 (value 27425; 0.00% of shares outstanding; change 0.00)
Holder of CDLX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 358515 (value 214535; 0.01% of shares outstanding; change 0.22)
Holder of CDLX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 80837 (value 48372; 0.00% of shares outstanding; change 0.05)
Holder of CDLX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 93524 (value 55964; 0.00% of shares outstanding; change 0.00)
Holder of CDLX: GOLDMAN SACHS TRUST-Goldman Sachs Absolute Return Tracker Fund
Shares held as of 2026-03-31: 3805 (value 13774; 0.00% of shares outstanding; change 1.19)
Holder of CDLX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 55815 (value 202050; 0.01% of shares outstanding; change 0.00)
Holder of CDLX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 150522 (value 544889; 0.03% of shares outstanding; change 0.00)
Holder of CDLX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 135631 (value 81161; 0.00% of shares outstanding; change -0.01)
Holder of CDLX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 35721 (value 160387; 0.01% of shares outstanding; change 0.00)
Holder of CDLX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 8084 (value 36297; 0.00% of shares outstanding; change 0.00)
Holder of CDLX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 9352 (value 41990; 0.00% of shares outstanding; change 0.00)
Holder of CDLX: Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF
Shares held as of 2026-04-30: 17192 (value 89398; 0.00% of shares outstanding; change 0.00)
Holder of CDLX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 13652 (value 54744; 0.00% of shares outstanding; change 0.01)
Holder of CDLX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 31996 (value 115825; 0.01% of shares outstanding; change -0.10)
Holder of CDLX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 8084 (value 29264; 0.00% of shares outstanding; change 0.00)
Holder of CDLX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 9352 (value 33854; 0.00% of shares outstanding; change 0.00)
Holder of CDLX: Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF
Shares held as of 2026-05-31: 15785 (value 65981; 0.00% of shares outstanding; change -0.08)
Holder of CDLX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 13474 (value 48775; 0.00% of shares outstanding; change -0.01)
Holder of CDLX: Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF
Shares held as of 2026-06-30: 15659 (value 56685; 0.00% of shares outstanding; change -0.01)
Holder of CDM1.DE: Amplify ETF Trust-Amplify Junior Silver Miners ETF
Shares held as of 2026-03-31: 21319431 (value 288451895; 0.02% of shares outstanding; change 0.18)
Holder of CDM1.DE: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-03-31: 12386199 (value 200656433; 0.01% of shares outstanding; change 0.61)
Holder of CDM1.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 11550052 (value 156272200; 0.01% of shares outstanding; change 0.67)
Holder of CDM1.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 13324508 (value 180280589; 0.01% of shares outstanding; change 0.02)
Holder of CDM1.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 18418599 (value 249203639; 0.02% of shares outstanding; change 0.01)
Holder of CDM1.DE: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-04-30: 29860635 (value 483742309; 0.03% of shares outstanding; change 0.45)
Holder of CDM1.DE: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-04-30: 9810037 (value 158922606; 0.01% of shares outstanding; change 0.10)
Holder of CDM1.DE: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-04-30: 36429793 (value 590162674; 0.04% of shares outstanding; change 0.00)
Holder of CDM1.DE: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 31390601 (value 508527760; 0.03% of shares outstanding; change -0.02)
Holder of CDM1.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 24044784 (value 389525519; 0.02% of shares outstanding; change -0.03)
Holder of CDM1.DE: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-05-31: 10602499 (value 143451808; 0.01% of shares outstanding; change -0.10)
Holder of CDM1.DE: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-05-31: 29204677 (value 365496542; 0.03% of shares outstanding; change 0.37)
Holder of CDM1.DE: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-05-31: 36109237 (value 488557966; 0.03% of shares outstanding; change -0.01)
Holder of CDM1.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 24444074 (value 330728314; 0.02% of shares outstanding; change 0.02)
Holder of CDM1.DE: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-06-30: 28478037 (value 385307833; 0.03% of shares outstanding; change -0.02)
Holder of CDM1.DE: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-06-30: 11940020 (value 161548467; 0.01% of shares outstanding; change 0.29)
Holder of CDM1.DE: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 22300207 (value 301721794; 0.02% of shares outstanding; change -0.27)
Holder of CDNA: JNL Series Trust-JNL Multi-Manager Small Cap Growth Fund
Shares held as of 2025-12-31: 450635 (value 10283490; 0.01% of shares outstanding; change 0.00)
Holder of CDNA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 558342 (value 12741364; 0.01% of shares outstanding; change -0.01)
Holder of CDNA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1535068 (value 35030251; 0.03% of shares outstanding; change -0.08)
Holder of CDNA: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 461758 (value 12088824; 0.01% of shares outstanding; change 0.07)
Holder of CDNA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 510465 (value 13363973; 0.01% of shares outstanding; change 0.01)
Holder of CDNA: BARON INVESTMENT Fd.S TRT -BARON DISCOVERY Fd.
Shares held as of 2026-03-31: 2394236 (value 88921923; 0.05% of shares outstanding; change 0.05)
Holder of CDNA: JNL Series Trust-JNL Multi-Manager Small Cap Growth Fund
Shares held as of 2026-03-31: 470868 (value 13419738; 0.01% of shares outstanding; change 0.04)
Holder of CDNA: Trust for Professional Managers-Column Small Cap Select Fund
Shares held as of 2026-03-31: 651753 (value 17955794; 0.01% of shares outstanding; change 0.12)
Holder of CDNA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 575455 (value 21372398; 0.01% of shares outstanding; change 0.03)
Holder of CDNA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1535068 (value 57012424; 0.03% of shares outstanding; change 0.00)
Holder of CDNA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1238105 (value 28253555; 0.02% of shares outstanding; change -0.03)
Holder of CDNA: ARK ETF Trust-ARK Genomic Revolution ETF
Shares held as of 2026-04-30: 2009757 (value 45862654; 0.04% of shares outstanding; change -0.07)
Holder of CDNA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 497974 (value 18494754; 0.01% of shares outstanding; change -0.02)
Holder of CDNA: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 474892 (value 17637488; 0.01% of shares outstanding; change 0.03)
Holder of CDNA: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 1635596 (value 42819903; 0.03% of shares outstanding; change 0.10)
Holder of CDNA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1189754 (value 34728919; 0.02% of shares outstanding; change -0.04)
Holder of CDNA: ARK ETF Trust-ARK Genomic Revolution ETF
Shares held as of 2026-05-31: 1711937 (value 49971441; 0.03% of shares outstanding; change -0.15)
Holder of CDNA: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-05-31: 493746 (value 18337726; 0.01% of shares outstanding; change 0.08)
Holder of CDNA: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 1638476 (value 45140012; 0.03% of shares outstanding; change 0.00)
Holder of CDNA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1201043 (value 44606736; 0.02% of shares outstanding; change 0.01)
Holder of CDNA: ARK ETF Trust-ARK Genomic Revolution ETF
Shares held as of 2026-06-30: 1841327 (value 68386883; 0.04% of shares outstanding; change 0.08)
Holder of CDNA: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 1139127 (value 42307176; 0.02% of shares outstanding; change -0.30)
Holder of CDNA: Trust for Professional Managers-Column Small Cap Select Fund
Shares held as of 2026-06-30: 651753 (value 24206106; 0.01% of shares outstanding; change 0.00)
Holder of CDNL: FINANCIAL INVESTORS TRUST-Emerald Growth Fund
Shares held as of 2026-01-31: 179041 (value 9290437; 0.01% of shares outstanding; change 1.00)
Holder of CDNL: Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund
Shares held as of 2026-01-31: 358948 (value 29218367; 0.02% of shares outstanding; change 1.00)
Holder of CDNL: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-02-28: 333152 (value 27118573; 0.02% of shares outstanding; change 0.00)
Holder of CDNL: Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund
Shares held as of 2026-02-28: 229261 (value 18661845; 0.02% of shares outstanding; change 0.00)
Holder of CDNL: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 444434 (value 36176928; 0.03% of shares outstanding; change 0.00)
Holder of CDNL: Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund
Shares held as of 2026-02-28: 220899 (value 17981178; 0.01% of shares outstanding; change 0.00)
Holder of CDNL: AB CAP FUND, INC.-AB Small Cap Value Portfolio
Shares held as of 2026-03-31: 217989 (value 14982384; 0.01% of shares outstanding; change -0.03)
Holder of CDNL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 358966 (value 22722547; 0.02% of shares outstanding; change 8.24)
Holder of CDNL: WASATCH FUNDS TRUST-Wasatch Micro Cap Fund
Shares held as of 2026-03-31: 333630 (value 21118778; 0.02% of shares outstanding; change -0.06)
Holder of CDNL: WASATCH FUNDS TRUST-Wasatch Micro Cap Value Fund
Shares held as of 2026-03-31: 187457 (value 15259000; 0.01% of shares outstanding; change 0.05)
Holder of CDNL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 244840 (value 12704747; 0.02% of shares outstanding; change 1.00)
Holder of CDNL: AB CAP FUND, INC.-AB Small Cap Value Portfolio
Shares held as of 2026-04-30: 182661 (value 14868605; 0.01% of shares outstanding; change -0.16)
Holder of CDNL: ALGER FUNDS-Alger Weatherbie Specialized Growth Fund
Shares held as of 2026-04-30: 274388 (value 17368760; 0.02% of shares outstanding; change 3.09)
Holder of CDNL: Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund
Shares held as of 2026-04-30: 358948 (value 22721408; 0.02% of shares outstanding; change 0.00)
Holder of CDNL: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-04-30: 395895 (value 25060153; 0.03% of shares outstanding; change 0.19)
Holder of CDNL: Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund
Shares held as of 2026-04-30: 272535 (value 17251465; 0.02% of shares outstanding; change 0.19)
Holder of CDNL: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 492234 (value 31158411; 0.03% of shares outstanding; change 0.11)
Holder of CDNL: Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund
Shares held as of 2026-04-30: 245199 (value 15521096; 0.02% of shares outstanding; change 0.11)
Holder of CDNL: LORD ABBETT DEVELOPING GROWTH Fd., INC.-Lord Abbett Developing Growth 
Shares held as of 2026-04-30: 422602 (value 26750706; 0.03% of shares outstanding; change 1.00)
Holder of CDNL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 278706 (value 20693920; 0.02% of shares outstanding; change 0.14)
Holder of CDNL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 300276 (value 19007470; 0.02% of shares outstanding; change 0.08)
Holder of CDNS: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 6864483 (value 2573700560; 0.02% of shares outstanding; change 0.02)
Holder of CDNS: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 3040586 (value 1140006886; 0.01% of shares outstanding; change -0.03)
Holder of CDNS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 8554120 (value 3207196148; 0.03% of shares outstanding; change 0.00)
Holder of CDNS: VANGUARD WELLINGTON FUND
Shares held as of 2026-02-28: 2643627 (value 862456846; 0.01% of shares outstanding; change 1.00)
Holder of CDNS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 3476215 (value 1303337264; 0.01% of shares outstanding; change 0.00)
Holder of CDNS: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 6917351 (value 2256716522; 0.03% of shares outstanding; change 0.01)
Holder of CDNS: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 3083303 (value 1005896740; 0.01% of shares outstanding; change 0.01)
Holder of CDNS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 8761089 (value 2858217589; 0.03% of shares outstanding; change 0.02)
Holder of CDNS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 3488216 (value 1351300047; 0.01% of shares outstanding; change 0.00)
Holder of CDNS: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 5909314 (value 2274849466; 0.02% of shares outstanding; change 0.02)
Holder of CDNS: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-04-30: 2089021 (value 809265875; 0.01% of shares outstanding; change 0.02)
Holder of CDNS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 3256394 (value 1253581406; 0.01% of shares outstanding; change 0.03)
Holder of CDNS: VanEck ETF Trust-VanEck Semiconductor ETF
Shares held as of 2026-04-30: 3905358 (value 1469156635; 0.01% of shares outstanding; change 0.09)
Holder of CDNS: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 3520816 (value 1313757333; 0.01% of shares outstanding; change 0.01)
Holder of CDNS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 3483361 (value 1136411658; 0.01% of shares outstanding; change 0.00)
Holder of CDNS: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 5982692 (value 1974946368; 0.02% of shares outstanding; change 0.01)
Holder of CDNS: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-05-31: 2109863 (value 789215348; 0.01% of shares outstanding; change 0.01)
Holder of CDNS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 3288152 (value 1229966129; 0.01% of shares outstanding; change 0.01)
Holder of CDNS: VanEck ETF Trust-VanEck Semiconductor ETF
Shares held as of 2026-05-31: 3823283 (value 1430137229; 0.01% of shares outstanding; change -0.02)
Holder of CDNS: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 3586324 (value 1170002306; 0.01% of shares outstanding; change 0.02)
Holder of CDNS: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 5854798 (value 1910069242; 0.02% of shares outstanding; change -0.02)
Holder of CDNS: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-06-30: 2176449 (value 710044700; 0.01% of shares outstanding; change 0.03)
Holder of CDNS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 3333660 (value 1087573205; 0.01% of shares outstanding; change 0.01)
Holder of CDNS: VanEck ETF Trust-VanEck Semiconductor ETF
Shares held as of 2026-06-30: 4461181 (value 1455415645; 0.02% of shares outstanding; change 0.17)
Holder of CDP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1212587 (value 38875540; 0.01% of shares outstanding; change 0.01)
Holder of CDP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2567604 (value 82317387; 0.02% of shares outstanding; change -0.04)
Holder of CDP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1656450 (value 53105789; 0.01% of shares outstanding; change -0.03)
Holder of CDP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3558711 (value 114092279; 0.03% of shares outstanding; change 0.01)
Holder of CDP: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 4215567 (value 141305807; 0.04% of shares outstanding; change 0.01)
Holder of CDP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1121169 (value 37581585; 0.01% of shares outstanding; change 0.01)
Holder of CDP: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2026-03-31: 1143636 (value 43492475; 0.01% of shares outstanding; change 0.42)
Holder of CDP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1259118 (value 47884256; 0.01% of shares outstanding; change 0.04)
Holder of CDP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2609719 (value 99247610; 0.02% of shares outstanding; change 0.02)
Holder of CDP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1662256 (value 63215593; 0.01% of shares outstanding; change 0.00)
Holder of CDP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3595882 (value 136751388; 0.03% of shares outstanding; change 0.01)
Holder of CDP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2813320 (value 90195043; 0.02% of shares outstanding; change 0.01)
Holder of CDP: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 975725 (value 31281744; 0.01% of shares outstanding; change -0.01)
Holder of CDP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1133184 (value 43094986; 0.01% of shares outstanding; change 0.01)
Holder of CDP: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 854678 (value 27400977; 0.01% of shares outstanding; change 0.00)
Holder of CDP: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 4203148 (value 159845713; 0.04% of shares outstanding; change 0.00)
Holder of CDP: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 3809784 (value 127703961; 0.03% of shares outstanding; change 0.02)
Holder of CDP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2703225 (value 101830480; 0.02% of shares outstanding; change -0.04)
Holder of CDP: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 969577 (value 36523963; 0.01% of shares outstanding; change -0.01)
Holder of CDP: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 3832944 (value 145766855; 0.03% of shares outstanding; change 0.01)
Holder of CDP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2728930 (value 103781204; 0.02% of shares outstanding; change 0.01)
Holder of CDP: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 983047 (value 37385276; 0.01% of shares outstanding; change 0.01)
Holder of CDRE: LOOMIS SAYLES FUNDS II-Loomis Sayles Small Cap Growth Fund
Shares held as of 2025-12-31: 369036 (value 11491780; 0.01% of shares outstanding; change 0.12)
Holder of CDRE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 895454 (value 27884437; 0.02% of shares outstanding; change -0.04)
Holder of CDRE: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 705052 (value 19917719; 0.02% of shares outstanding; change 0.00)
Holder of CDRE: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 664770 (value 18779752; 0.02% of shares outstanding; change 0.00)
Holder of CDRE: JNL Series Trust-JNL MULTI-MANAGER SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 433770 (value 13386142; 0.01% of shares outstanding; change -0.08)
Holder of CDRE: LOOMIS SAYLES FUNDS II-Loomis Sayles Small Cap Growth Fund
Shares held as of 2026-03-31: 344202 (value 10622073; 0.01% of shares outstanding; change -0.07)
Holder of CDRE: Managed Portfolio Series-Reinhart Genesis PMV Fund
Shares held as of 2026-03-31: 411000 (value 12683460; 0.01% of shares outstanding; change 0.05)
Holder of CDRE: SmallCap World Fund Inc
Shares held as of 2026-03-31: 3021453 (value 93242041; 0.07% of shares outstanding; change -0.05)
Holder of CDRE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 322663 (value 9957380; 0.01% of shares outstanding; change 0.04)
Holder of CDRE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 895454 (value 27633710; 0.02% of shares outstanding; change 0.00)
Holder of CDRE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 694917 (value 21639714; 0.02% of shares outstanding; change 0.00)
Holder of CDRE: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-04-30: 457692 (value 13936721; 0.01% of shares outstanding; change -0.01)
Holder of CDRE: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 701975 (value 21662948; 0.02% of shares outstanding; change 0.00)
Holder of CDRE: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-04-30: 758126 (value 23084937; 0.02% of shares outstanding; change 0.00)
Holder of CDRE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 667677 (value 19656411; 0.02% of shares outstanding; change -0.04)
Holder of CDRE: iShares Trust-iShares U.S. Aerospace & Defense ETF
Shares held as of 2026-04-30: 331630 (value 9454771; 0.01% of shares outstanding; change 0.01)
Holder of CDRE: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-05-31: 525369 (value 15146388; 0.01% of shares outstanding; change 0.15)
Holder of CDRE: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-05-31: 748963 (value 21592603; 0.02% of shares outstanding; change -0.01)
Holder of CDRE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 674037 (value 20800782; 0.02% of shares outstanding; change 0.01)
Holder of CDRE: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-06-30: 526489 (value 16247450; 0.01% of shares outstanding; change 0.00)
Holder of CDRE: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-06-30: 1230693 (value 37979186; 0.03% of shares outstanding; change 0.64)
Holder of CDRO: BARON SELECT FUNDS-Baron Emerging Markets Fund
Shares held as of 2026-03-31: 2176630 (value 20177361; 0.05% of shares outstanding; change 0.00)