speb/financial-data huggingface dataset:
Holder of CGX.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 22314 (value 261966; 0.00% of shares outstanding; change 0.00)
Holder of CGX.TO: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-04-30: 72199 (value 847616; 0.00% of shares outstanding; change 0.00)
Holder of CGX.TO: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-04-30: 53441 (value 627397; 0.00% of shares outstanding; change 0.02)
Holder of CGX.TO: ARBITRAGE FUNDS-WATER ISLAND EVENT-DRIVEN FUND
Shares held as of 2026-05-31: 60000 (value 704399; 0.00% of shares outstanding; change -0.25)
Holder of CGX.TO: AltShares Trust-AltShares Event-Driven ETF
Shares held as of 2026-05-31: 14597 (value 171368; 0.00% of shares outstanding; change -0.15)
Holder of CGX.TO: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-05-31: 72127 (value 846770; 0.00% of shares outstanding; change 0.00)
Holder of CGX.TO: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-05-31: 52357 (value 614671; 0.00% of shares outstanding; change -0.02)
Holder of CGY.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 15249 (value 1181340; 0.00% of shares outstanding; change 0.39)
Holder of CGY.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 37536 (value 3172167; 0.00% of shares outstanding; change 0.35)
Holder of CGY.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Vector Eqy. PORT.
Shares held as of 2026-01-31: 6388 (value 539849; 0.00% of shares outstanding; change 0.00)
Holder of CGY.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 48237 (value 3736920; 0.00% of shares outstanding; change 0.00)
Holder of CGY.TO: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-01-31: 14310 (value 1214346; 0.00% of shares outstanding; change 6.43)
Holder of CGY.TO: Dimensional ETF Trust-Dimensional International Core Equity Market ETF
Shares held as of 2026-01-31: 10608 (value 896482; 0.00% of shares outstanding; change 0.45)
Holder of CGY.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 16774 (value 1417570; 0.00% of shares outstanding; change 0.00)
Holder of CGY.TO: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 13355 (value 1128631; 0.00% of shares outstanding; change 0.29)
Holder of CGY.TO: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-01-31: 4363 (value 370244; 0.00% of shares outstanding; change 0.00)
Holder of CGY.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 36699 (value 2859953; 0.00% of shares outstanding; change 1.41)
Holder of CGY.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 42336 (value 3299244; 0.00% of shares outstanding; change 0.13)
Holder of CGY.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Vector Eqy. PORT.
Shares held as of 2026-04-30: 6934 (value 540366; 0.00% of shares outstanding; change 0.09)
Holder of CGY.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 54137 (value 4218896; 0.00% of shares outstanding; change 0.12)
Holder of CGY.TO: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-04-30: 17610 (value 1372347; 0.00% of shares outstanding; change 0.23)
Holder of CGY.TO: Dimensional ETF Trust-Dimensional International Core Equity Market ETF
Shares held as of 2026-04-30: 10608 (value 826681; 0.00% of shares outstanding; change 0.00)
Holder of CGY.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 18149 (value 1414351; 0.00% of shares outstanding; change 0.08)
Holder of CGY.TO: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 13914 (value 1084318; 0.00% of shares outstanding; change 0.04)
Holder of CGY.TO: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-04-30: 5363 (value 417938; 0.00% of shares outstanding; change 0.23)
Holder of CGY.TO: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-04-30: 4834 (value 374489; 0.00% of shares outstanding; change 0.02)
Holder of CGY.TO: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-05-31: 4738 (value 369232; 0.00% of shares outstanding; change -0.02)
Holder of CH2.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1519342 (value 8660249; 0.00% of shares outstanding; change 0.03)
Holder of CH2.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1689645 (value 9630976; 0.00% of shares outstanding; change 0.02)
Holder of CH2.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3023912 (value 17236297; 0.01% of shares outstanding; change 0.03)
Holder of CH2.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4271960 (value 24350171; 0.01% of shares outstanding; change 0.00)
Holder of CH2.DE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 898385 (value 5120794; 0.00% of shares outstanding; change -0.02)
Holder of CH2.DE: Fidelity Salem Street Trust-Fidelity Mid Cap Index Fund
Shares held as of 2026-05-31: 490301 (value 2794715; 0.00% of shares outstanding; change 0.00)
Holder of CH2.DE: First TRT Exch-Trd Fd.-First TRT Nasdaq Clean Edge Green Energy Index 
Shares held as of 2026-05-31: 881712 (value 5096295; 0.00% of shares outstanding; change 0.07)
Holder of CH2.DE: GLOBAL X FUNDS-Global X Lithium & Battery Tech ETF
Shares held as of 2026-05-31: 1070576 (value 6187929; 0.00% of shares outstanding; change 0.33)
Holder of CH2.DE: iShares Trust-iShares Russell Mid-Cap ETF
Shares held as of 2026-05-31: 519881 (value 2963321; 0.00% of shares outstanding; change 0.01)
Holder of CH2.DE: First TRT Exch-Trd Fd.-First TRT Nasdaq Clean Edge Green Energy Index 
Shares held as of 2026-06-30: 973670 (value 5549918; 0.00% of shares outstanding; change 0.10)
Holder of CH2.DE: GLOBAL X FUNDS-Global X Lithium & Battery Tech ETF
Shares held as of 2026-06-30: 944809 (value 5385411; 0.00% of shares outstanding; change -0.12)
Holder of CH2.DE: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-06-30: 1692511 (value 9647312; 0.00% of shares outstanding; change 4.10)
Holder of CHA: AIM Intl Mutual Fd.s -Invesco Advantage Intl Fd.
Shares held as of 2026-01-31: 2757 (value 32119; 0.00% of shares outstanding; change 1.00)
Holder of CHA: ETF Series Solutions-AAM Transformers ETF
Shares held as of 2026-01-31: 24380 (value 284026; 0.00% of shares outstanding; change 1.00)
Holder of CHA: DBX ETF TRT-Xtrackers Emerging Markets Carbon Reduction and Climate Im
Shares held as of 2026-02-28: 545 (value 6103; 0.00% of shares outstanding; change 1.00)
Holder of CHA: Trust for Professional Managers-ActivePassive International Equity ETF
Shares held as of 2026-02-28: 4928 (value 55193; 0.00% of shares outstanding; change 1.00)
Holder of CHA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 56135 (value 647797; 0.00% of shares outstanding; change 3.44)
Holder of CHA: -Moonvest ETF
Shares held as of 2026-04-30: 156782 (value 1755958; 0.00% of shares outstanding; change 1.00)
Holder of CHA: AIM Intl Mutual Fd.s -Invesco Advantage Intl Fd.
Shares held as of 2026-04-30: 2223 (value 24897; 0.00% of shares outstanding; change -0.19)
Holder of CHA: BNY Mellon ETF Trust-BNY Mellon Emerging Markets Equity ETF
Shares held as of 2026-04-30: 16 (value 174; 0.00% of shares outstanding; change 0.00)
Holder of CHA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 56135 (value 674742; 0.00% of shares outstanding; change 0.00)
Holder of CHA: FlexShares TRT-FlexShares Morningstar Emerging Markets Factor Tilt Ind
Shares held as of 2026-04-30: 368 (value 4287; 0.00% of shares outstanding; change 0.00)
Holder of CHA: Goldman Sachs ETF TRT II-Goldman Sachs MarketBeta Total Intl Eqy. ETF
Shares held as of 2026-04-30: 2724 (value 33123; 0.00% of shares outstanding; change 0.00)
Holder of CHA: Goldman Sachs ETF TRT-Goldman Sachs MarketBeta Emerging Markets Eqy. E
Shares held as of 2026-04-30: 233 (value 2714; 0.00% of shares outstanding; change 0.00)
Holder of CHA: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-04-30: 60548 (value 736263; 0.00% of shares outstanding; change 0.00)
Holder of CHA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 56135 (value 628711; 0.00% of shares outstanding; change 0.00)
Holder of CHA: FlexShares TRT-FlexShares Morningstar Emerging Markets Factor Tilt Ind
Shares held as of 2026-05-31: 368 (value 4121; 0.00% of shares outstanding; change 0.00)
Holder of CHA: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-05-31: 56741 (value 641173; 0.00% of shares outstanding; change -0.06)
Holder of CHA: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-06-30: 53606 (value 600387; 0.00% of shares outstanding; change -0.06)
Holder of CHAI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 15069 (value 12522; 0.00% of shares outstanding; change 0.00)
Holder of CHAI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 15069 (value 10753; 0.00% of shares outstanding; change 0.00)
Holder of CHAI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 15069 (value 5994; 0.00% of shares outstanding; change 0.00)
Holder of CHAR: First Trust Alternative Opportunities Fund
Shares held as of 2025-12-31: 35000 (value 378350; 0.00% of shares outstanding; change 0.00)
Holder of CHAR: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 716459 (value 7701934; 0.08% of shares outstanding; change 0.00)
Holder of CHAR: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 10335 (value 111721; 0.00% of shares outstanding; change 0.00)
Holder of CHAR: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 189665 (value 2050278; 0.02% of shares outstanding; change 0.00)
Holder of CHAR: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 100000 (value 1081000; 0.01% of shares outstanding; change 0.00)
Holder of CHAR: -RiverNorth Enhanced Pre-Merger SPAC ETF
Shares held as of 2026-03-31: 4513 (value 48966; 0.00% of shares outstanding; change 0.00)
Holder of CHAR: First Trust Alternative Opportunities Fund
Shares held as of 2026-03-31: 35000 (value 379750; 0.00% of shares outstanding; change 0.00)
Holder of CHAR: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 716459 (value 7773580; 0.08% of shares outstanding; change 0.00)
Holder of CHAR: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 107263 (value 1163803; 0.01% of shares outstanding; change 0.00)
Holder of CHAR: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 10335 (value 112134; 0.00% of shares outstanding; change 0.00)
Holder of CHAR: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 189665 (value 2057865; 0.02% of shares outstanding; change 0.00)
Holder of CHAR: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 100000 (value 1085000; 0.01% of shares outstanding; change 0.00)
Holder of CHAR: TRT for Professional Managers-CrossingBridge Low Duration High Income 
Shares held as of 2026-03-31: 115000 (value 1247750; 0.01% of shares outstanding; change 0.00)
Holder of CHCI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 35950 (value 547877; 0.00% of shares outstanding; change 0.00)
Holder of CHCI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 160543 (value 2446675; 0.02% of shares outstanding; change 0.00)
Holder of CHCI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 4554 (value 68310; 0.00% of shares outstanding; change 0.00)
Holder of CHCI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 30377 (value 455655; 0.00% of shares outstanding; change 0.09)
Holder of CHCI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 17772 (value 293948; 0.00% of shares outstanding; change -0.10)
Holder of CHCI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 7534 (value 124612; 0.00% of shares outstanding; change 0.31)
Holder of CHCI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 5620 (value 92954; 0.00% of shares outstanding; change 0.11)
Holder of CHCI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 6291 (value 104053; 0.00% of shares outstanding; change 0.00)
Holder of CHCI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 37044 (value 548992; 0.00% of shares outstanding; change 0.03)
Holder of CHCI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 160543 (value 2379247; 0.02% of shares outstanding; change 0.00)
Holder of CHCI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 8734 (value 144460; 0.00% of shares outstanding; change -0.09)
Holder of CHCI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 4554 (value 67490; 0.00% of shares outstanding; change 0.00)
Holder of CHCI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 31146 (value 461583; 0.00% of shares outstanding; change 0.03)
Holder of CHCI: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-04-30: 39486 (value 653098; 0.00% of shares outstanding; change 0.01)
Holder of CHCI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 17707 (value 283134; 0.00% of shares outstanding; change 0.00)
Holder of CHCI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 7534 (value 120468; 0.00% of shares outstanding; change 0.00)
Holder of CHCI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 5620 (value 89863; 0.00% of shares outstanding; change 0.00)
Holder of CHCI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 6291 (value 100593; 0.00% of shares outstanding; change 0.00)
Holder of CHCI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 9455 (value 148821; 0.00% of shares outstanding; change 0.08)
Holder of CHCI: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-05-31: 39752 (value 639609; 0.00% of shares outstanding; change 0.01)
Holder of CHCI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 17707 (value 262417; 0.00% of shares outstanding; change 0.00)
Holder of CHCI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 7534 (value 111653; 0.00% of shares outstanding; change 0.00)
Holder of CHCI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 5620 (value 83288; 0.00% of shares outstanding; change 0.00)
Holder of CHCI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 6291 (value 93232; 0.00% of shares outstanding; change 0.00)
Holder of CHCI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 9331 (value 138285; 0.00% of shares outstanding; change -0.01)
Holder of CHCI: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-06-30: 39416 (value 584145; 0.00% of shares outstanding; change -0.01)
Holder of CHCO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 156413 (value 19443699; 0.01% of shares outstanding; change 0.01)
Holder of CHCO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 309817 (value 38513350; 0.02% of shares outstanding; change -0.05)
Holder of CHCO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 200285 (value 24897427; 0.01% of shares outstanding; change -0.04)
Holder of CHCO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 427866 (value 53188021; 0.03% of shares outstanding; change -0.02)
Holder of CHCO: Ultimus Managers Trust-Westwood Quality SmallCap Fund
Shares held as of 2026-01-31: 156755 (value 19926696; 0.01% of shares outstanding; change 0.00)
Holder of CHCO: Delaware Group Equity Funds V-Nomura Small Cap Core Fund
Shares held as of 2026-02-28: 218912 (value 30564492; 0.02% of shares outstanding; change -0.16)
Holder of CHCO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 137312 (value 17455101; 0.01% of shares outstanding; change 0.01)
Holder of CHCO: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 443865 (value 61972429; 0.03% of shares outstanding; change 0.07)
Holder of CHCO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 160612 (value 22424646; 0.01% of shares outstanding; change 0.03)
Holder of CHCO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 314147 (value 43861202; 0.02% of shares outstanding; change 0.01)
Holder of CHCO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 200136 (value 27942987; 0.01% of shares outstanding; change 0.00)
Holder of CHCO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 427866 (value 59738648; 0.03% of shares outstanding; change 0.00)
Holder of CHCO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 330213 (value 41048777; 0.02% of shares outstanding; change -0.01)
Holder of CHCO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 138693 (value 18161847; 0.01% of shares outstanding; change 0.01)
Holder of CHCO: Ultimus Managers Trust-Westwood Quality SmallCap Fund
Shares held as of 2026-04-30: 147872 (value 20645887; 0.01% of shares outstanding; change -0.06)
Holder of CHCO: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 878574 (value 111684329; 0.06% of shares outstanding; change 0.02)
Holder of CHCO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 317274 (value 42784400; 0.02% of shares outstanding; change -0.04)
Holder of CHCO: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 874116 (value 122044071; 0.06% of shares outstanding; change -0.01)
Holder of CHCO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 322336 (value 45004550; 0.02% of shares outstanding; change 0.02)
Holder of CHCO: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 179674 (value 25086083; 0.01% of shares outstanding; change 0.49)
Holder of CHCT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 842249 (value 14503527; 0.03% of shares outstanding; change 0.01)
Holder of CHCT: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 355320 (value 6193227; 0.01% of shares outstanding; change 0.19)
Holder of CHCT: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 1060495 (value 18484428; 0.04% of shares outstanding; change 0.01)
Holder of CHCT: Nuveen Investment Funds, Inc.-Nuveen Real Asset Income Fund
Shares held as of 2026-03-31: 483983 (value 8668135; 0.02% of shares outstanding; change 1.13)
Holder of CHCT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 842249 (value 15825859; 0.03% of shares outstanding; change 0.00)
Holder of CHCT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 683019 (value 11761586; 0.02% of shares outstanding; change 0.02)
Holder of CHCT: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 368420 (value 6922612; 0.01% of shares outstanding; change 0.04)
Holder of CHCT: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-04-30: 699440 (value 12526970; 0.02% of shares outstanding; change -0.01)
Holder of CHCT: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-04-30: 832636 (value 14912510; 0.03% of shares outstanding; change 0.02)
Holder of CHCT: Invesco Exch-Trd Fd. TRT II-Invesco KBW Premium Yield Eqy. REIT ETF
Shares held as of 2026-04-30: 774303 (value 13867766; 0.03% of shares outstanding; change 0.00)
Holder of CHCT: Nuveen Real Asset Income and Growth Fund
Shares held as of 2026-04-30: 331125 (value 5930448; 0.01% of shares outstanding; change 0.00)
Holder of CHCT: ProShares Trust-ProShares Russell 2000 Dividend Growers ETF
Shares held as of 2026-04-30: 372218 (value 6510092; 0.01% of shares outstanding; change 0.00)
Holder of CHCT: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 1052257 (value 19771909; 0.04% of shares outstanding; change -0.01)
Holder of CHCT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 656233 (value 12015625; 0.02% of shares outstanding; change -0.04)
Holder of CHCT: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-05-31: 705446 (value 13269438; 0.02% of shares outstanding; change 0.01)
Holder of CHCT: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-05-31: 844516 (value 15885345; 0.03% of shares outstanding; change 0.02)
Holder of CHCT: Invesco Exch-Trd Fd. TRT II-Invesco KBW Premium Yield Eqy. REIT ETF
Shares held as of 2026-05-31: 776338 (value 14602917; 0.03% of shares outstanding; change 0.00)
Holder of CHCT: Nuveen Investment Funds, Inc.-Nuveen Real Asset Income Fund
Shares held as of 2026-05-31: 479515 (value 9010087; 0.02% of shares outstanding; change -0.01)
Holder of CHCT: Nuveen Real Asset Income and Growth Fund
Shares held as of 2026-05-31: 331125 (value 6228461; 0.01% of shares outstanding; change 0.00)
Holder of CHCT: ProShares Trust-ProShares Russell 2000 Dividend Growers ETF
Shares held as of 2026-05-31: 374656 (value 6859951; 0.01% of shares outstanding; change 0.01)
Holder of CHCT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 662487 (value 12448131; 0.02% of shares outstanding; change 0.01)
Holder of CHCT: GLOBAL X FUNDS-Global X SuperDividend ETF
Shares held as of 2026-06-30: 685058 (value 12872240; 0.02% of shares outstanding; change -0.03)
Holder of CHCT: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-06-30: 841346 (value 15808892; 0.03% of shares outstanding; change 0.00)
Holder of CHCT: Invesco Exch-Trd Fd. TRT II-Invesco KBW Premium Yield Eqy. REIT ETF
Shares held as of 2026-06-30: 900914 (value 16928174; 0.03% of shares outstanding; change 0.16)
Holder of CHCT: Nuveen Real Asset Income and Growth Fund
Shares held as of 2026-06-30: 331125 (value 6221839; 0.01% of shares outstanding; change 0.00)
Holder of CHCT: ProShares Trust-ProShares Russell 2000 Dividend Growers ETF
Shares held as of 2026-06-30: 373036 (value 7009346; 0.01% of shares outstanding; change 0.00)
Holder of CHD: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 6056783 (value 579210141; 0.03% of shares outstanding; change 0.01)
Holder of CHD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 7561208 (value 723078300; 0.03% of shares outstanding; change -0.02)
Holder of CHD: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-03-31: 3881550 (value 375501138; 0.02% of shares outstanding; change 0.03)
Holder of CHD: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 2295391 (value 224121975; 0.01% of shares outstanding; change -0.23)
Holder of CHD: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 3022776 (value 289068060; 0.01% of shares outstanding; change -0.01)
Holder of CHD: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan Eqy. Premium Income ETF
Shares held as of 2026-03-31: 2312293 (value 225772287; 0.01% of shares outstanding; change 0.06)
Holder of CHD: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 6013471 (value 587155304; 0.03% of shares outstanding; change -0.01)
Holder of CHD: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 5111616 (value 499098183; 0.02% of shares outstanding; change -0.02)
Holder of CHD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7521973 (value 734445439; 0.03% of shares outstanding; change -0.01)
Holder of CHD: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 3935686 (value 376369641; 0.02% of shares outstanding; change 0.00)
Holder of CHD: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-04-30: 4014950 (value 393746145; 0.02% of shares outstanding; change 0.03)
Holder of CHD: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 3033186 (value 290063568; 0.01% of shares outstanding; change 0.00)
Holder of CHD: SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD
Shares held as of 2026-04-30: 2264341 (value 216538923; 0.01% of shares outstanding; change -0.09)
Holder of CHD: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2814689 (value 274601051; 0.01% of shares outstanding; change 0.03)
Holder of CHD: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-04-30: 3935686 (value 378494915; 0.02% of shares outstanding; change 0.00)
Holder of CHD: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 3061528 (value 301866656; 0.01% of shares outstanding; change 0.01)
Holder of CHD: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-05-31: 4054850 (value 395915551; 0.02% of shares outstanding; change 0.01)
Holder of CHD: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 3028989 (value 295750484; 0.01% of shares outstanding; change 0.00)
Holder of CHD: SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD
Shares held as of 2026-05-31: 2330211 (value 224096387; 0.01% of shares outstanding; change 0.03)
Holder of CHD: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 2842427 (value 273356199; 0.01% of shares outstanding; change 0.01)
Holder of CHD: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 3118384 (value 304479011; 0.01% of shares outstanding; change 0.02)
Holder of CHD: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2856378 (value 278896746; 0.01% of shares outstanding; change 0.00)
Holder of CHD: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 3935686 (value 384280378; 0.02% of shares outstanding; change 0.00)
Holder of CHDN: Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap
Shares held as of 2025-12-31: 2039260 (value 177843862; 0.03% of shares outstanding; change -0.06)
Holder of CHDN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 713459 (value 62220758; 0.01% of shares outstanding; change 0.00)
Holder of CHDN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 759338 (value 66221866; 0.01% of shares outstanding; change -0.09)
Holder of CHDN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1344316 (value 117237797; 0.02% of shares outstanding; change -0.10)
Holder of CHDN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1861411 (value 162333651; 0.03% of shares outstanding; change -0.07)
Holder of CHDN: Vanguard Explorer Fund
Shares held as of 2026-01-31: 523290 (value 45636120; 0.01% of shares outstanding; change -0.29)
Holder of CHDN: Columbia Acorn Trust-Columbia Acorn Fund
Shares held as of 2026-03-31: 539022 (value 47579470; 0.01% of shares outstanding; change 0.18)
Holder of CHDN: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 576026 (value 50079701; 0.01% of shares outstanding; change -0.36)
Holder of CHDN: SmallCap World Fund Inc
Shares held as of 2026-03-31: 588074 (value 50868401; 0.01% of shares outstanding; change -0.48)
Holder of CHDN: Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap
Shares held as of 2026-03-31: 1835036 (value 158730614; 0.03% of shares outstanding; change -0.10)
Holder of CHDN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 739438 (value 63961387; 0.01% of shares outstanding; change 0.04)
Holder of CHDN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 763750 (value 66064375; 0.01% of shares outstanding; change 0.01)
Holder of CHDN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1366020 (value 118160730; 0.02% of shares outstanding; change 0.02)
Holder of CHDN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1886664 (value 163196436; 0.03% of shares outstanding; change 0.01)
Holder of CHDN: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-04-30: 576026 (value 52366525; 0.01% of shares outstanding; change 0.00)
Holder of CHDN: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 501163 (value 43706424; 0.01% of shares outstanding; change 0.00)
Holder of CHDN: Vanguard Explorer Fund
Shares held as of 2026-04-30: 721756 (value 62431894; 0.01% of shares outstanding; change 0.38)
Holder of CHDN: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-04-30: 523904 (value 46245004; 0.01% of shares outstanding; change 0.41)
Holder of CHDN: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 2237564 (value 197509766; 0.03% of shares outstanding; change 0.02)
Holder of CHDN: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 576026 (value 49826249; 0.01% of shares outstanding; change 0.00)
Holder of CHDN: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-05-31: 572104 (value 49486996; 0.01% of shares outstanding; change 0.09)
Holder of CHDN: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2247174 (value 194380551; 0.03% of shares outstanding; change 0.00)
Holder of CHE: J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd.
Shares held as of 2025-12-31: 162892 (value 69458778; 0.01% of shares outstanding; change 0.22)
Holder of CHE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 152505 (value 65029657; 0.01% of shares outstanding; change -0.02)
Holder of CHE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 181522 (value 77402796; 0.01% of shares outstanding; change -0.06)
Holder of CHE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 321237 (value 136978670; 0.02% of shares outstanding; change -0.07)
Holder of CHE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 444030 (value 189338833; 0.03% of shares outstanding; change -0.03)
Holder of CHE: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 121904 (value 51115565; 0.01% of shares outstanding; change 0.00)
Holder of CHE: J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd.
Shares held as of 2026-03-31: 194400 (value 99363672; 0.01% of shares outstanding; change 0.19)
Holder of CHE: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 142702 (value 72782300; 0.01% of shares outstanding; change -0.30)
Holder of CHE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 157975 (value 80745762; 0.01% of shares outstanding; change 0.04)
Holder of CHE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 182535 (value 93299115; 0.01% of shares outstanding; change 0.01)
Holder of CHE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 326578 (value 166923814; 0.02% of shares outstanding; change 0.02)
Holder of CHE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 451146 (value 230594257; 0.03% of shares outstanding; change 0.02)
Holder of CHE: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 161694 (value 82646655; 0.01% of shares outstanding; change 0.33)
Holder of CHE: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 190644 (value 79938935; 0.01% of shares outstanding; change 0.01)
Holder of CHE: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 107159 (value 44932840; 0.01% of shares outstanding; change 0.00)
Holder of CHE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 478453 (value 208734685; 0.04% of shares outstanding; change 0.02)
Holder of CHE: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 192574 (value 98218516; 0.01% of shares outstanding; change 0.01)
Holder of CHE: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 106107 (value 50905895; 0.01% of shares outstanding; change -0.01)
Holder of CHE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 480548 (value 245622501; 0.04% of shares outstanding; change 0.00)
Holder of CHE: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 158302 (value 80912902; 0.01% of shares outstanding; change -0.18)
Holder of CHE: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF
Shares held as of 2026-06-30: 111561 (value 57022174; 0.01% of shares outstanding; change 0.09)
Holder of CHE: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 102124 (value 52198640; 0.01% of shares outstanding; change -0.04)
Holder of CHEC: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 91 (value 923; 0.00% of shares outstanding; change 1.00)
Holder of CHEC: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2025-12-31: 32 (value 324; 0.00% of shares outstanding; change 1.00)
Holder of CHEC: Merger Fund VL-The Merger Fund VL
Shares held as of 2025-12-31: 17 (value 171; 0.00% of shares outstanding; change 1.00)
Holder of CHEC: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 1648 (value 16727; 0.00% of shares outstanding; change 1.00)
Holder of CHEC: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2025-12-31: 63 (value 636; 0.00% of shares outstanding; change 1.00)
Holder of CHEC: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2025-12-31: 88 (value 893; 0.00% of shares outstanding; change 1.00)
Holder of CHEC: Principal Funds, Inc-Global Multi-Strategy Fund
Shares held as of 2026-02-28: 44 (value 448; 0.00% of shares outstanding; change 0.00)
Holder of CHEC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 9314 (value 94536; 0.00% of shares outstanding; change 1.00)
Holder of CHEC: First Trust Alternative Opportunities Fund
Shares held as of 2026-03-31: 100000 (value 1018999; 0.01% of shares outstanding; change 1.00)
Holder of CHEC: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 91 (value 927; 0.00% of shares outstanding; change 0.00)
Holder of CHEC: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2026-03-31: 32 (value 326; 0.00% of shares outstanding; change 0.00)
Holder of CHEC: Merger Fund VL-The Merger Fund VL
Shares held as of 2026-03-31: 17 (value 173; 0.00% of shares outstanding; change 0.00)
Holder of CHEC: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 1648 (value 16793; 0.00% of shares outstanding; change 0.00)
Holder of CHEC: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 100000 (value 1018999; 0.01% of shares outstanding; change 1.00)
Holder of CHEC: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2026-03-31: 63 (value 641; 0.00% of shares outstanding; change 0.00)
Holder of CHEC: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2026-03-31: 88 (value 896; 0.00% of shares outstanding; change 0.00)
Holder of CHEC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 9314 (value 94537; 0.00% of shares outstanding; change 0.00)
Holder of CHEC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 9314 (value 94909; 0.00% of shares outstanding; change 0.00)
Holder of CHEF: JPMorgan Trust II-JPMorgan Small Cap Growth Fund
Shares held as of 2025-12-31: 541430 (value 41441052; 0.01% of shares outstanding; change -0.05)
Holder of CHEF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1158661 (value 88683914; 0.03% of shares outstanding; change 0.02)
Holder of CHEF: Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund
Shares held as of 2026-01-31: 518500 (value 49464900; 0.01% of shares outstanding; change -0.05)
Holder of CHEF: Delaware Group Equity Funds V-Nomura Small Cap Core Fund
Shares held as of 2026-02-28: 732515 (value 69486373; 0.02% of shares outstanding; change -0.01)
Holder of CHEF: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-02-28: 949535 (value 90585640; 0.02% of shares outstanding; change 0.00)
Holder of CHEF: MFS SERIES TRUST I-MFS New Discovery Fund
Shares held as of 2026-02-28: 439908 (value 41729673; 0.01% of shares outstanding; change 0.20)
Holder of CHEF: AB CAP FUND, INC.-AB Small Cap Growth Portfolio
Shares held as of 2026-03-31: 584681 (value 53059800; 0.01% of shares outstanding; change 0.00)
Holder of CHEF: JPMorgan Trust II-JPMorgan Small Cap Growth Fund
Shares held as of 2026-03-31: 438783 (value 41622955; 0.01% of shares outstanding; change -0.19)
Holder of CHEF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1173351 (value 111304076; 0.03% of shares outstanding; change 0.01)
Holder of CHEF: Victory Portfolios-Victory Sycamore Small Company Opportunity Fund
Shares held as of 2026-03-31: 945000 (value 89642700; 0.02% of shares outstanding; change 0.28)
Holder of CHEF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 889885 (value 68111798; 0.02% of shares outstanding; change 0.01)
Holder of CHEF: AB CAP FUND, INC.-AB Small Cap Growth Portfolio
Shares held as of 2026-04-30: 568308 (value 53983575; 0.01% of shares outstanding; change -0.03)
Holder of CHEF: Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund
Shares held as of 2026-04-30: 508700 (value 48255282; 0.01% of shares outstanding; change -0.02)
Holder of CHEF: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-04-30: 781035 (value 74088980; 0.02% of shares outstanding; change -0.18)
Holder of CHEF: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2207458 (value 210591496; 0.05% of shares outstanding; change 0.02)
Holder of CHEF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 859101 (value 81606002; 0.02% of shares outstanding; change -0.03)
Holder of CHEF: AB CAP FUND, INC.-AB Small Cap Growth Portfolio
Shares held as of 2026-05-31: 552614 (value 52420964; 0.01% of shares outstanding; change -0.03)
Holder of CHEF: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2198657 (value 208564604; 0.05% of shares outstanding; change 0.00)
Holder of CHEF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 870447 (value 82570602; 0.02% of shares outstanding; change 0.01)
Holder of CHGG: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 367804 (value 430330; 0.00% of shares outstanding; change -0.29)
Holder of CHGG: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2025-12-31: 541491 (value 709353; 0.00% of shares outstanding; change 1.17)
Holder of CHGG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1140731 (value 1494357; 0.01% of shares outstanding; change 0.00)
Holder of CHGG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3232903 (value 4235102; 0.03% of shares outstanding; change 0.06)
Holder of CHGG: SCHWAB CAPITAL TRUST-Schwab Fundamental U.S. Small Company Index Fund
Shares held as of 2026-01-31: 708647 (value 744079; 0.01% of shares outstanding; change 0.31)
Holder of CHGG: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 3614106 (value 3476408; 0.03% of shares outstanding; change 0.35)
Holder of CHGG: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 476298 (value 458151; 0.00% of shares outstanding; change -0.16)
Holder of CHGG: VANGUARD WORLD FUND-Vanguard Consumer Discretionary Index Fund
Shares held as of 2026-02-28: 439330 (value 422591; 0.00% of shares outstanding; change 0.00)
Holder of CHGG: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 377353 (value 362975; 0.00% of shares outstanding; change 0.03)
Holder of CHGG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 654734 (value 766038; 0.01% of shares outstanding; change 0.13)
Holder of CHGG: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2026-03-31: 541491 (value 520860; 0.00% of shares outstanding; change 0.00)
Holder of CHGG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1140731 (value 1097269; 0.01% of shares outstanding; change 0.00)
Holder of CHGG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3232903 (value 3109729; 0.03% of shares outstanding; change 0.00)
Holder of CHGG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 652351 (value 658874; 0.01% of shares outstanding; change 0.00)
Holder of CHGG: Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF
Shares held as of 2026-04-30: 996364 (value 1105964; 0.01% of shares outstanding; change 0.04)
Holder of CHGG: SCHWAB CAPITAL TRUST-Schwab Fundamental U.S. Small Company Index Fund
Shares held as of 2026-04-30: 691745 (value 665389; 0.01% of shares outstanding; change -0.02)
Holder of CHGG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 598833 (value 576017; 0.01% of shares outstanding; change -0.08)
Holder of CHGG: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-05-31: 1037191 (value 1047562; 0.01% of shares outstanding; change 0.04)
Holder of CHGG: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 1067215 (value 1026554; 0.01% of shares outstanding; change 0.03)
Holder of CHH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 578388 (value 62974883; 0.01% of shares outstanding; change -0.04)
Holder of CHH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 802553 (value 87381968; 0.02% of shares outstanding; change 0.00)
Holder of CHH: Virtus Equity Trust-Virtus KAR Small-Mid Cap Core Fund
Shares held as of 2025-12-31: 408869 (value 44517655; 0.01% of shares outstanding; change -0.14)
Holder of CHH: BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)-Baron Asset Fund
Shares held as of 2026-03-31: 388682 (value 42957133; 0.01% of shares outstanding; change 0.00)
Holder of CHH: BARON INVESTMENT Fd.S TRT -Baron Growth Fd.
Shares held as of 2026-03-31: 2750000 (value 303929990; 0.06% of shares outstanding; change -0.08)
Holder of CHH: BARON SELECT FUNDS-Baron Focused Growth Fund
Shares held as of 2026-03-31: 1105000 (value 122124596; 0.02% of shares outstanding; change 0.23)
Holder of CHH: BARON SELECT FUNDS-Baron Partners Fund
Shares held as of 2026-03-31: 2488000 (value 274973751; 0.05% of shares outstanding; change 0.21)
Holder of CHH: Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund
Shares held as of 2026-03-31: 1987116 (value 219616053; 0.04% of shares outstanding; change -0.09)
Holder of CHH: LINCOLN Varbl INSURANCE Prod. TRT-LVIP Baron Growth Opportunities Fd.
Shares held as of 2026-03-31: 226213 (value 24630070; 0.01% of shares outstanding; change 0.00)
Holder of CHH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 230260 (value 25448334; 0.01% of shares outstanding; change 0.04)
Holder of CHH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 583540 (value 64492838; 0.01% of shares outstanding; change 0.01)
Holder of CHH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 812440 (value 89790866; 0.02% of shares outstanding; change 0.01)
Holder of CHH: Virtus Equity Trust-Virtus KAR Small-Mid Cap Core Fund
Shares held as of 2026-03-31: 354098 (value 39134909; 0.01% of shares outstanding; change -0.13)
Holder of CHH: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 697033 (value 80158795; 0.02% of shares outstanding; change 0.02)
Holder of CHH: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 701279 (value 77505352; 0.02% of shares outstanding; change 0.01)
Holder of CHI: Cornerstone Total Return Fund, Inc.
Shares held as of 2024-12-31: 12300 (value 157071; 0.00% of shares outstanding; change 0.00)
Holder of CHI: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 55000 (value 695200; 0.00% of shares outstanding; change 1.00)
Holder of CHKP: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2025-12-31: 1058000 (value 142882903; 0.01% of shares outstanding; change 0.07)
Holder of CHKP: Columbia Funds Series Trust-Columbia Overseas Value Fund
Shares held as of 2026-02-28: 591736 (value 77262973; 0.01% of shares outstanding; change 0.05)
Holder of CHKP: MFS SERIES TRUST X-MFS International Intrinsic Value Fund
Shares held as of 2026-02-28: 1016986 (value 132787869; 0.01% of shares outstanding; change 1.00)
Holder of CHKP: Amplify ETF Trust-Amplify Cybersecurity ETF
Shares held as of 2026-03-31: 529945 (value 69194922; 0.01% of shares outstanding; change 0.07)
Holder of CHKP: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 567565 (value 70412112; 0.01% of shares outstanding; change -0.08)
Holder of CHKP: MFS SERIES TRUST XI-MFS Mid Cap Value Fund
Shares held as of 2026-03-31: 494835 (value 64610609; 0.00% of shares outstanding; change -0.04)
Holder of CHKP: MFS Series Trust XVII-MFS International Equity Fund
Shares held as of 2026-03-31: 2263920 (value 295600050; 0.02% of shares outstanding; change -0.04)
Holder of CHKP: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2026-03-31: 630000 (value 82259104; 0.01% of shares outstanding; change -0.40)