speb/financial-data huggingface dataset:
Holder of CAML.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 4723929 (value 612221227; 0.03% of shares outstanding; change 0.02)
Holder of CAML.L: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-06-30: 468559 (value 69159311; 0.00% of shares outstanding; change 0.03)
Holder of CAML.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 4771564 (value 704282875; 0.03% of shares outstanding; change 0.01)
Holder of CAMP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 312853 (value 1373424; 0.01% of shares outstanding; change 3.12)
Holder of CAMP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1139169 (value 5000951; 0.02% of shares outstanding; change 4.34)
Holder of CAMP: Victory Portfolios III-Victory Science & Technology Fund
Shares held as of 2026-01-31: 227800 (value 940814; 0.00% of shares outstanding; change 0.00)
Holder of CAMP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 170286 (value 699875; 0.00% of shares outstanding; change 0.13)
Holder of CAMP: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 61034 (value 250849; 0.00% of shares outstanding; change 0.00)
Holder of CAMP: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 400071 (value 1644291; 0.01% of shares outstanding; change 0.00)
Holder of CAMP: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-03-31: 110224 (value 453020; 0.00% of shares outstanding; change -0.01)
Holder of CAMP: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-03-31: 89423 (value 367528; 0.00% of shares outstanding; change 0.00)
Holder of CAMP: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 1326208 (value 5450715; 0.03% of shares outstanding; change 0.00)
Holder of CAMP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 358474 (value 1132777; 0.01% of shares outstanding; change 0.15)
Holder of CAMP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1139169 (value 3599774; 0.02% of shares outstanding; change 0.00)
Holder of CAMP: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 72808 (value 299240; 0.00% of shares outstanding; change 5.16)
Holder of CAMP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 169666 (value 741440; 0.00% of shares outstanding; change 0.00)
Holder of CAMP: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 61034 (value 266718; 0.00% of shares outstanding; change 0.00)
Holder of CAMP: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 400071 (value 1748310; 0.01% of shares outstanding; change 0.00)
Holder of CAMP: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-04-30: 109871 (value 480136; 0.00% of shares outstanding; change 0.00)
Holder of CAMP: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-04-30: 78923 (value 344893; 0.00% of shares outstanding; change -0.12)
Holder of CAMP: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-04-30: 1326208 (value 5795528; 0.03% of shares outstanding; change 0.00)
Holder of CAMP: Victory Portfolios III-Victory Science & Technology Fund
Shares held as of 2026-04-30: 226602 (value 716062; 0.00% of shares outstanding; change -0.01)
Holder of CAMP: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 73287 (value 307072; 0.00% of shares outstanding; change 0.01)
Holder of CAMP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 165086 (value 521671; 0.00% of shares outstanding; change -0.03)
Holder of CAMP: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 61034 (value 192867; 0.00% of shares outstanding; change 0.00)
Holder of CAMP: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 400071 (value 1264224; 0.01% of shares outstanding; change 0.00)
Holder of CAMP: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-05-31: 109513 (value 346061; 0.00% of shares outstanding; change 0.00)
Holder of CAMP: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-05-31: 62923 (value 198836; 0.00% of shares outstanding; change -0.20)
Holder of CAMP: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 1326208 (value 4190817; 0.03% of shares outstanding; change 0.00)
Holder of CAMP: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 75814 (value 239572; 0.00% of shares outstanding; change 0.03)
Holder of CAMT: OBERWEIS FUNDS-Oberweis Micro-Cap Fund
Shares held as of 2025-12-31: 213580 (value 36663143; 0.00% of shares outstanding; change 0.00)
Holder of CAMT: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 266607 (value 43779537; 0.01% of shares outstanding; change 0.03)
Holder of CAMT: Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund
Shares held as of 2026-01-31: 490500 (value 95725981; 0.01% of shares outstanding; change -0.20)
Holder of CAMT: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 409404 (value 66781978; 0.01% of shares outstanding; change 0.01)
Holder of CAMT: Brown Capital Mgmt Mutual Fd.s-Brown Capital Mgmt Intl Small Company F
Shares held as of 2026-03-31: 302055 (value 44640706; 0.01% of shares outstanding; change -0.51)
Holder of CAMT: OBERWEIS FUNDS-Oberweis Micro-Cap Fund
Shares held as of 2026-03-31: 213580 (value 31564986; 0.00% of shares outstanding; change 0.00)
Holder of CAMT: Putnam Funds Trust-Putnam Small Cap Growth Fund
Shares held as of 2026-03-31: 178272 (value 26346817; 0.00% of shares outstanding; change -0.35)
Holder of CAMT: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 273476 (value 40417016; 0.01% of shares outstanding; change 0.03)
Holder of CAMT: WASATCH FUNDS TRUST-Wasatch Core Growth Fund
Shares held as of 2026-03-31: 639800 (value 94556037; 0.01% of shares outstanding; change -0.04)
Holder of CAMT: WASATCH FUNDS TRUST-Wasatch Small Cap Growth Fund
Shares held as of 2026-03-31: 265288 (value 39206911; 0.01% of shares outstanding; change -0.28)
Holder of CAMT: WASATCH FUNDS TRUST-Wasatch Small Cap Value Fund
Shares held as of 2026-03-31: 170300 (value 25168635; 0.00% of shares outstanding; change -0.26)
Holder of CAMT: Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund
Shares held as of 2026-04-30: 459000 (value 67835606; 0.01% of shares outstanding; change -0.06)
Holder of CAMT: Invesco Exchange-Traded Fund Trust-Invesco Semiconductors ETF
Shares held as of 2026-04-30: 250818 (value 48475595; 0.01% of shares outstanding; change 0.10)
Holder of CAMT: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 410779 (value 60709025; 0.01% of shares outstanding; change 0.00)
Holder of CAMT: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 213132 (value 29849137; 0.00% of shares outstanding; change 0.01)
Holder of CAMT: Invesco Exchange-Traded Fund Trust-Invesco Semiconductors ETF
Shares held as of 2026-05-31: 285930 (value 41788667; 0.01% of shares outstanding; change 0.14)
Holder of CAMT: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 214677 (value 31727112; 0.00% of shares outstanding; change 0.01)
Holder of CAN: -Bitwise Bitcoin Standard Corporations ETF
Shares held as of 2026-03-31: 558075 (value 132040; 0.00% of shares outstanding; change 0.38)
Holder of CAN: -Grayscale Bitcoin Miners ETF
Shares held as of 2026-03-31: 392290 (value 92815; 0.00% of shares outstanding; change 0.96)
Holder of CAN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 445206 (value 159428; 0.00% of shares outstanding; change 0.49)
Holder of CAN: SCHWAB STRATEGIC TRUST-Schwab Crypto Thematic ETF
Shares held as of 2026-03-31: 11751327 (value 2780363; 0.02% of shares outstanding; change -0.03)
Holder of CAN: Valkyrie ETF Trust II-Valkyrie Bitcoin Miners ETF
Shares held as of 2026-03-31: 2510385 (value 593957; 0.00% of shares outstanding; change 0.66)
Holder of CAN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 445206 (value 127818; 0.00% of shares outstanding; change 0.00)
Holder of CAN: Fidelity Covington TRT-Fidelity Crypto Industry and Digital Payments E
Shares held as of 2026-04-30: 4186907 (value 1499331; 0.01% of shares outstanding; change 0.01)
Holder of CAN: GLOBAL X FUNDS-Global X Blockchain ETF
Shares held as of 2026-04-30: 3525470 (value 1128855; 0.00% of shares outstanding; change 0.21)
Holder of CAN: Invesco Exch-Trd Fd. TRT II-Invesco Alerian Galaxy Crypto Economy ETF
Shares held as of 2026-04-30: 320487 (value 105312; 0.00% of shares outstanding; change 0.04)
Holder of CAN: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-04-30: 203896 (value 84270; 0.00% of shares outstanding; change 0.00)
Holder of CAN: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-04-30: 8136151 (value 2605195; 0.01% of shares outstanding; change 0.00)
Holder of CAN: iShares Trust-iShares Blockchain and Tech ETF
Shares held as of 2026-04-30: 302078 (value 85639; 0.00% of shares outstanding; change 0.00)
Holder of CAN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 445206 (value 105335; 0.00% of shares outstanding; change 0.00)
Holder of CAN: Fidelity Covington TRT-Fidelity Crypto Industry and Digital Payments E
Shares held as of 2026-05-31: 4102394 (value 1163028; 0.01% of shares outstanding; change -0.02)
Holder of CAN: GLOBAL X FUNDS-Global X Blockchain ETF
Shares held as of 2026-05-31: 3335791 (value 901664; 0.00% of shares outstanding; change -0.05)
Holder of CAN: Invesco Exch-Trd Fd. TRT II-Invesco Alerian Galaxy Crypto Economy ETF
Shares held as of 2026-05-31: 313422 (value 84717; 0.00% of shares outstanding; change -0.02)
Holder of CAN: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-05-31: 203896 (value 55113; 0.00% of shares outstanding; change 0.00)
Holder of CAN: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-05-31: 8022435 (value 2697142; 0.01% of shares outstanding; change -0.01)
Holder of CAN: iShares Trust-iShares Blockchain and Tech ETF
Shares held as of 2026-05-31: 302078 (value 71471; 0.00% of shares outstanding; change 0.00)
Holder of CAN: Fidelity Covington TRT-Fidelity Crypto Industry and Digital Payments E
Shares held as of 2026-06-30: 4057464 (value 959995; 0.01% of shares outstanding; change -0.01)
Holder of CAN: GLOBAL X FUNDS-Global X Blockchain ETF
Shares held as of 2026-06-30: 2998413 (value 709424; 0.00% of shares outstanding; change -0.10)
Holder of CAN: Invesco Exch-Trd Fd. TRT II-Invesco Alerian Galaxy Crypto Economy ETF
Shares held as of 2026-06-30: 497192 (value 117635; 0.00% of shares outstanding; change 0.59)
Holder of CAN: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-06-30: 198278 (value 46912; 0.00% of shares outstanding; change -0.03)
Holder of CAN.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 6467233 (value 1671132967; 0.01% of shares outstanding; change 0.03)
Holder of CAN.L: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 2067843 (value 505380816; 0.00% of shares outstanding; change 0.02)
Holder of CAN.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 2504314 (value 612054326; 0.00% of shares outstanding; change 0.02)
Holder of CAN.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 9982528 (value 2439729782; 0.01% of shares outstanding; change 0.02)
Holder of CAN.L: Fidelity Investment Trust-Fidelity International Value Fund
Shares held as of 2026-03-31: 2669969 (value 689919973; 0.00% of shares outstanding; change 0.05)
Holder of CAN.L: Fidelity Investment Trust-Fidelity Series International Value Fund
Shares held as of 2026-03-31: 10628355 (value 2746366867; 0.01% of shares outstanding; change 0.00)
Holder of CAN.L: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-03-31: 4533100 (value 1171353012; 0.00% of shares outstanding; change 0.00)
Holder of CAN.L: Longleaf Partners Funds Trust-Longleaf Partners Global Fund
Shares held as of 2026-03-31: 16364731 (value 3832619950; 0.02% of shares outstanding; change 0.03)
Holder of CAN.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 6614506 (value 1549117285; 0.01% of shares outstanding; change 0.02)
Holder of CAN.L: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 2067843 (value 484288824; 0.00% of shares outstanding; change 0.00)
Holder of CAN.L: Fidelity Investment Trust-Fidelity International Value Fund
Shares held as of 2026-04-30: 2685068 (value 656230602; 0.00% of shares outstanding; change 0.01)
Holder of CAN.L: Fidelity Investment Trust-Fidelity Series International Value Fund
Shares held as of 2026-04-30: 10601255 (value 2756326300; 0.01% of shares outstanding; change 0.00)
Holder of CAN.L: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-04-30: 4864100 (value 1188786010; 0.01% of shares outstanding; change 0.07)
Holder of CAN.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 2479467 (value 580691163; 0.00% of shares outstanding; change -0.01)
Holder of CAN.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 9982528 (value 2337908027; 0.01% of shares outstanding; change 0.00)
Holder of CAN.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 4911663 (value 1215145396; 0.01% of shares outstanding; change 0.00)
Holder of CAN.L: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 2719622 (value 672834466; 0.00% of shares outstanding; change 0.00)
Holder of CAN.L: Fidelity Investment Trust-Fidelity International Value Fund
Shares held as of 2026-05-31: 2685068 (value 628842917; 0.00% of shares outstanding; change 0.00)
Holder of CAN.L: Fidelity Investment Trust-Fidelity Series International Value Fund
Shares held as of 2026-05-31: 10588255 (value 2479769288; 0.01% of shares outstanding; change 0.00)
Holder of CAN.L: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity Intl Fd.
Shares held as of 2026-05-31: 4864100 (value 1139172205; 0.01% of shares outstanding; change 0.00)
Holder of CAN.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 4945463 (value 1158227419; 0.01% of shares outstanding; change 0.01)
Holder of CAN.L: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 2682401 (value 628218306; 0.00% of shares outstanding; change -0.01)
Holder of CANF: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 50 (value 159; 0.00% of shares outstanding; change 1.00)
Holder of CANG: -Grayscale Bitcoin Adopters ETF
Shares held as of 2025-12-31: 3452 (value 1522; 0.00% of shares outstanding; change 0.08)
Holder of CANG: -Grayscale Bitcoin Miners ETF
Shares held as of 2025-12-31: 173305 (value 76427; 0.00% of shares outstanding; change 1.89)
Holder of CANG: -Bitwise Bitcoin Standard Corporations ETF
Shares held as of 2026-03-31: 754158 (value 1274527; 0.00% of shares outstanding; change 0.26)
Holder of CANG: -Grayscale Bitcoin Adopters ETF
Shares held as of 2026-03-31: 3977 (value 6721; 0.00% of shares outstanding; change 0.15)
Holder of CANG: -Grayscale Bitcoin Miners ETF
Shares held as of 2026-03-31: 309887 (value 523709; 0.00% of shares outstanding; change 0.79)
Holder of CANG: Valkyrie ETF Trust II-Valkyrie Bitcoin Miners ETF
Shares held as of 2026-03-31: 1588810 (value 2685088; 0.00% of shares outstanding; change -0.19)
Holder of CANG: GLOBAL X FUNDS-Global X Blockchain ETF
Shares held as of 2026-04-30: 740245 (value 210229; 0.00% of shares outstanding; change 0.21)
Holder of CANG: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-04-30: 98224 (value 27895; 0.00% of shares outstanding; change 0.00)
Holder of CANG: iShares Trust-iShares Blockchain and Tech ETF
Shares held as of 2026-04-30: 114166 (value 24226; 0.00% of shares outstanding; change 0.00)
Holder of CANG: GLOBAL X FUNDS-Global X Blockchain ETF
Shares held as of 2026-05-31: 2339737 (value 3954155; 0.01% of shares outstanding; change 2.16)
Holder of CANG: SPDR INDEX SHARES FUNDS-State Street SPDR S&P China ETF
Shares held as of 2026-05-31: 27000 (value 45630; 0.00% of shares outstanding; change 1.00)
Holder of CANG: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-05-31: 98224 (value 165998; 0.00% of shares outstanding; change 0.00)
Holder of CANG: iShares Trust-iShares Blockchain and Tech ETF
Shares held as of 2026-05-31: 114166 (value 192940; 0.00% of shares outstanding; change 0.00)
Holder of CAO.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 12156654 (value 157671805; 0.03% of shares outstanding; change 0.01)
Holder of CAO.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 11030256 (value 143062423; 0.02% of shares outstanding; change 0.02)
Holder of CAO.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 7023981 (value 91101035; 0.01% of shares outstanding; change 0.00)
Holder of CAO.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 15204078 (value 197196895; 0.03% of shares outstanding; change 0.01)
Holder of CAO.DE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 5335455 (value 69200852; 0.01% of shares outstanding; change 0.25)
Holder of CAO.DE: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 3850500 (value 49940986; 0.01% of shares outstanding; change 0.00)
Holder of CAO.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 6121721 (value 79398723; 0.01% of shares outstanding; change 0.00)
Holder of CAO.DE: Invesco Exch-Trd Fd. TRT II-Invesco S&P 500 High Dividend Low Volatili
Shares held as of 2026-05-31: 5623723 (value 71168213; 0.01% of shares outstanding; change 0.01)
Holder of CAO.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 9891145 (value 125172437; 0.02% of shares outstanding; change 0.00)
Holder of CAO.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 6304943 (value 81775112; 0.01% of shares outstanding; change 0.02)
Holder of CAO.DE: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 9377406 (value 121624958; 0.02% of shares outstanding; change 0.00)
Holder of CAO.DE: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 4393349 (value 56981737; 0.01% of shares outstanding; change 1.00)
Holder of CAP.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1455443 (value 148164101; 0.01% of shares outstanding; change 0.02)
Holder of CAP.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2252437 (value 198124356; 0.01% of shares outstanding; change 0.00)
Holder of CAP.PA: MFS SERIES TRUST X-MFS International Growth Fund
Shares held as of 2026-02-28: 2056309 (value 186918491; 0.01% of shares outstanding; change 0.02)
Holder of CAP.PA: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2026-03-31: 2156917 (value 196063758; 0.01% of shares outstanding; change 0.60)
Holder of CAP.PA: Bridge Builder Trust-Bridge Builder International Equity Fund
Shares held as of 2026-03-31: 1472640 (value 133862978; 0.01% of shares outstanding; change 0.01)
Holder of CAP.PA: CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND
Shares held as of 2026-03-31: 2277754 (value 207047842; 0.01% of shares outstanding; change 0.21)
Holder of CAP.PA: Franklin Mutual Series Funds-FRANKLIN MUTUAL GLOBAL DISCOVERY FUND
Shares held as of 2026-03-31: 1125622 (value 102319041; 0.01% of shares outstanding; change 0.00)
Holder of CAP.PA: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund
Shares held as of 2026-03-31: 1563017 (value 142078247; 0.01% of shares outstanding; change -0.11)
Holder of CAP.PA: MFS Series Trust XVII-MFS International Equity Fund
Shares held as of 2026-03-31: 3069907 (value 279054550; 0.02% of shares outstanding; change 0.14)
Holder of CAP.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1488658 (value 135319014; 0.01% of shares outstanding; change 0.02)
Holder of CAP.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2249329 (value 204464009; 0.01% of shares outstanding; change 0.00)
Holder of CAP.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1093867 (value 99432511; 0.01% of shares outstanding; change 0.01)
Holder of CAPL: Legg Mason Part. Investment TRT-ClearBridge Tactical Dividend Income F
Shares held as of 2026-01-31: 102990 (value 2267839; 0.00% of shares outstanding; change 0.00)
Holder of CAPL: AIM Investment Fd.s -Invesco SteelPath MLP Income Fd.
Shares held as of 2026-02-28: 3748183 (value 81560462; 0.10% of shares outstanding; change 0.00)
Holder of CAPL: AIM Investment Fd.s -Invesco SteelPath MLP Select 40 Fd.
Shares held as of 2026-02-28: 1971946 (value 42909545; 0.05% of shares outstanding; change 0.00)
Holder of CAPL: LMP Capital & Income Fund Inc.
Shares held as of 2026-02-28: 135864 (value 3048788; 0.00% of shares outstanding; change 0.00)
Holder of CAPL: Managed Portfolio Series-Tortoise North American Pipeline Fund
Shares held as of 2026-02-28: 15928 (value 346593; 0.00% of shares outstanding; change -0.13)
Holder of CAPL: LoCorr Investment Trust-LoCorr Spectrum Income Fund
Shares held as of 2026-03-31: 27372 (value 620249; 0.00% of shares outstanding; change -0.40)
Holder of CAPL: First TRT Exch-Trd Fd. VI-Multi-Asset Diversified Income Index Fd.
Shares held as of 2026-04-30: 194644 (value 4379490; 0.01% of shares outstanding; change 0.02)
Holder of CAPL: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-04-30: 100 (value 2250; 0.00% of shares outstanding; change 0.00)
Holder of CAPL: Legg Mason Part. Investment TRT-ClearBridge Tactical Dividend Income F
Shares held as of 2026-04-30: 102990 (value 2241062; 0.00% of shares outstanding; change 0.00)
Holder of CAPL: First TRT Exch-Trd Fd. VI-Multi-Asset Diversified Income Index Fd.
Shares held as of 2026-05-31: 194348 (value 4403925; 0.01% of shares outstanding; change 0.00)
Holder of CAPL: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-05-31: 100 (value 2244; 0.00% of shares outstanding; change 0.00)
Holder of CAPL: LMP Capital & Income Fund Inc.
Shares held as of 2026-05-31: 135864 (value 2956400; 0.00% of shares outstanding; change 0.00)
Holder of CAPL: First TRT Exch-Trd Fd. VI-Multi-Asset Diversified Income Index Fd.
Shares held as of 2026-06-30: 210463 (value 4579674; 0.01% of shares outstanding; change 0.08)
Holder of CAPL: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-06-30: 100 (value 2176; 0.00% of shares outstanding; change 0.00)
Holder of CAPN: First Trust Alternative Opportunities Fund
Shares held as of 2025-12-31: 31500 (value 347444; 0.01% of shares outstanding; change 0.00)
Holder of CAPN: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 66728 (value 734008; 0.01% of shares outstanding; change 0.00)
Holder of CAPN: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 15819 (value 174483; 0.00% of shares outstanding; change 0.00)
Holder of CAPN: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2025-12-31: 3077 (value 33939; 0.00% of shares outstanding; change 0.00)
Holder of CAPN: Merger Fund VL-The Merger Fund VL
Shares held as of 2025-12-31: 1811 (value 19921; 0.00% of shares outstanding; change 0.00)
Holder of CAPN: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 300817 (value 3318011; 0.06% of shares outstanding; change 0.00)
Holder of CAPN: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 58500 (value 645254; 0.01% of shares outstanding; change 0.00)
Holder of CAPN: Principal Funds, Inc-Global Multi-Strategy Fund
Shares held as of 2026-02-28: 3476 (value 38583; 0.00% of shares outstanding; change 0.00)
Holder of CAPN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 2715 (value 29946; 0.00% of shares outstanding; change 0.00)
Holder of CAPN: First Trust Alternative Opportunities Fund
Shares held as of 2026-03-31: 31500 (value 349650; 0.01% of shares outstanding; change 0.00)
Holder of CAPN: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 58500 (value 649350; 0.01% of shares outstanding; change 0.00)
Holder of CAPN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 2715 (value 29946; 0.00% of shares outstanding; change 0.00)
Holder of CAPN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2715 (value 30136; 0.00% of shares outstanding; change 0.00)
Holder of CAPR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 498271 (value 14928198; 0.01% of shares outstanding; change 0.09)
Holder of CAPR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1462987 (value 43831089; 0.03% of shares outstanding; change 0.21)
Holder of CAPR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 376878 (value 10695797; 0.01% of shares outstanding; change 0.01)
Holder of CAPR: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 190735 (value 3757479; 0.00% of shares outstanding; change 0.01)
Holder of CAPR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 244655 (value 6534734; 0.00% of shares outstanding; change 0.02)
Holder of CAPR: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 314700 (value 8405636; 0.01% of shares outstanding; change 0.00)
Holder of CAPR: Fidelity Select Portfolios-Select Pharmaceuticals Portfolio
Shares held as of 2026-03-31: 231300 (value 6929747; 0.00% of shares outstanding; change -0.41)
Holder of CAPR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 514086 (value 10127494; 0.01% of shares outstanding; change 0.03)
Holder of CAPR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1464205 (value 28844839; 0.03% of shares outstanding; change 0.00)
Holder of CAPR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1063418 (value 31860002; 0.02% of shares outstanding; change 0.13)
Holder of CAPR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 243765 (value 5869861; 0.00% of shares outstanding; change 0.00)
Holder of CAPR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 430988 (value 8490463; 0.01% of shares outstanding; change 0.14)
Holder of CAPR: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-04-30: 334200 (value 8047535; 0.01% of shares outstanding; change 0.06)
Holder of CAPR: Fidelity Select Portfolios-Select Pharmaceuticals Portfolio
Shares held as of 2026-04-30: 231300 (value 6564293; 0.00% of shares outstanding; change 0.00)
Holder of CAPR: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 1294880 (value 36748693; 0.02% of shares outstanding; change 0.10)
Holder of CAPR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1021877 (value 23717764; 0.02% of shares outstanding; change -0.04)
Holder of CAPR: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 356504 (value 8274457; 0.01% of shares outstanding; change 0.00)
Holder of CAPR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 238101 (value 4690589; 0.00% of shares outstanding; change -0.02)
Holder of CAPR: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 334200 (value 6583740; 0.01% of shares outstanding; change 0.00)
Holder of CAPR: Fidelity Select Portfolios-Select Pharmaceuticals Portfolio
Shares held as of 2026-05-31: 231300 (value 4556610; 0.00% of shares outstanding; change 0.00)
Holder of CAPR: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 1297308 (value 28865103; 0.02% of shares outstanding; change 0.00)
Holder of CAPR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1038948 (value 20467276; 0.02% of shares outstanding; change 0.02)
Holder of CAPR: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 357890 (value 7050433; 0.01% of shares outstanding; change 0.00)
Holder of CAPR: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 2170239 (value 42753709; 0.04% of shares outstanding; change 0.67)
Holder of CAPS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 56328 (value 17810; 0.36% of shares outstanding; change 4.07)
Holder of CAPS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 3674 (value 1161; 0.02% of shares outstanding; change 1.00)
Holder of CAPS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 56123 (value 14255; 0.36% of shares outstanding; change 0.00)
Holder of CAPS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 3674 (value 933; 0.02% of shares outstanding; change 0.00)
Holder of CAPS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 56123 (value 12930; 0.36% of shares outstanding; change 0.00)
Holder of CAPS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 3674 (value 846; 0.02% of shares outstanding; change 0.00)
Holder of CAPT.V: -Sprott Silver Miners & Physical Silver ETF
Shares held as of 2025-12-31: 87237 (value 191921; 0.00% of shares outstanding; change 1.00)
Holder of CAPT.V: -Sprott Silver Miners & Physical Silver ETF
Shares held as of 2026-03-31: 100888 (value 170500; 0.00% of shares outstanding; change 0.16)
Holder of CAPT.V: U.S. GLOBAL INVESTORS FUNDS-USGI World Precious Minerals Fund
Shares held as of 2026-03-31: 850000 (value 1436500; 0.01% of shares outstanding; change 0.00)
Holder of CAQ: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 257280 (value 2549644; 0.01% of shares outstanding; change 1.00)
Holder of CAQ: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 41145 (value 407746; 0.00% of shares outstanding; change 1.00)
Holder of CAR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 182676 (value 32121747; 0.01% of shares outstanding; change 0.01)
Holder of CAR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 358780 (value 63087873; 0.01% of shares outstanding; change -0.04)
Holder of CAR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 231747 (value 40750391; 0.01% of shares outstanding; change -0.04)
Holder of CAR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 501641 (value 88208551; 0.01% of shares outstanding; change -0.01)
Holder of CAR: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Large Company ETF
Shares held as of 2026-02-28: 71383 (value 11384160; 0.00% of shares outstanding; change -0.04)
Holder of CAR: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 81681 (value 13026485; 0.00% of shares outstanding; change 0.01)
Holder of CAR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 90058 (value 15921353; 0.00% of shares outstanding; change 0.03)
Holder of CAR: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 85041 (value 15034397; 0.00% of shares outstanding; change 0.00)
Holder of CAR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 188806 (value 30110780; 0.01% of shares outstanding; change 0.03)
Holder of CAR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 365845 (value 58344959; 0.01% of shares outstanding; change 0.02)
Holder of CAR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 232956 (value 37151821; 0.01% of shares outstanding; change 0.01)
Holder of CAR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 507498 (value 80935778; 0.01% of shares outstanding; change 0.01)
Holder of CAR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 89730 (value 13264786; 0.00% of shares outstanding; change 0.00)
Holder of CAR: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 127820 (value 23917677; 0.00% of shares outstanding; change 0.00)
Holder of CAR: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 400 Mid Cap ETF
Shares held as of 2026-04-30: 84141 (value 15744463; 0.00% of shares outstanding; change 0.02)
Holder of CAR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 570412 (value 107482728; 0.02% of shares outstanding; change 0.01)
Holder of CAR: iShares Trust-iShares S&P Mid-Cap 400 Growth ETF
Shares held as of 2026-04-30: 71790 (value 13527389; 0.00% of shares outstanding; change -0.01)
Holder of CAR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 87402 (value 13938870; 0.00% of shares outstanding; change -0.03)
Holder of CAR: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 126569 (value 19671987; 0.00% of shares outstanding; change -0.01)
Holder of CAR: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 400 Mid Cap ETF
Shares held as of 2026-05-31: 84557 (value 13142271; 0.00% of shares outstanding; change 0.00)
Holder of CAR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 573886 (value 91523336; 0.02% of shares outstanding; change 0.01)
Holder of CAR: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 130459 (value 20805600; 0.00% of shares outstanding; change 0.03)
Holder of CAR: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 400 Mid Cap ETF
Shares held as of 2026-06-30: 85901 (value 13699491; 0.00% of shares outstanding; change 0.02)
Holder of CAR.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 3374790 (value 86698356; 0.01% of shares outstanding; change 0.02)
Holder of CAR.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 797913 (value 22126127; 0.00% of shares outstanding; change 0.02)
Holder of CAR.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 5263771 (value 134463030; 0.01% of shares outstanding; change 0.01)
Holder of CAR.AX: VANGUARD WHITEHALL Fd.S-Vanguard Intl Dividend Appreciation Index Fd.
Shares held as of 2026-01-31: 701724 (value 19458806; 0.00% of shares outstanding; change -0.01)
Holder of CAR.AX: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 779453 (value 18644515; 0.00% of shares outstanding; change 0.01)
Holder of CAR.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 1392540 (value 35774353; 0.00% of shares outstanding; change 0.01)
Holder of CAR.AX: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-03-31: 678725 (value 17436445; 0.00% of shares outstanding; change -0.01)
Holder of CAR.AX: MFS Series Trust V-MFS International New Discovery Fund
Shares held as of 2026-03-31: 1068348 (value 25554884; 0.00% of shares outstanding; change 0.48)
Holder of CAR.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 3470732 (value 83019909; 0.01% of shares outstanding; change 0.03)
Holder of CAR.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 1408830 (value 35988562; 0.00% of shares outstanding; change 0.01)
Holder of CAR.AX: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-04-30: 711985 (value 18187656; 0.00% of shares outstanding; change 0.05)
Holder of CAR.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 832909 (value 19923183; 0.00% of shares outstanding; change 0.04)
Holder of CAR.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 5245905 (value 125482048; 0.01% of shares outstanding; change 0.00)
Holder of CAR.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 2732295 (value 70793763; 0.01% of shares outstanding; change 0.00)
Holder of CAR.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 1314702 (value 36456685; 0.00% of shares outstanding; change 0.00)
Holder of CAR.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 1423770 (value 34056578; 0.00% of shares outstanding; change 0.01)
Holder of CAR.AX: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-05-31: 732550 (value 17522596; 0.00% of shares outstanding; change 0.03)
Holder of CAR.AX: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-05-31: 655954 (value 15690419; 0.00% of shares outstanding; change 0.00)
Holder of CAR.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 2752230 (value 65833341; 0.01% of shares outstanding; change 0.01)
Holder of CAR.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 1314702 (value 31447671; 0.00% of shares outstanding; change 0.00)
Holder of CAR.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 5310771 (value 85768949; 0.01% of shares outstanding; change -0.10)
Holder of CAR.DE: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-01-31: 4495743 (value 72606247; 0.01% of shares outstanding; change 0.05)
Holder of CAR.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 8273748 (value 133621027; 0.01% of shares outstanding; change -0.10)
Holder of CAR.DE: Capital Group Global Growth Equity ETF
Shares held as of 2026-02-28: 3275770 (value 54967422; 0.00% of shares outstanding; change 0.15)
Holder of CAR.DE: Templeton Funds-Templeton Foreign Fund
Shares held as of 2026-02-28: 5940126 (value 92428363; 0.01% of shares outstanding; change -0.17)
Holder of CAR.DE: AQR Funds-AQR Long-Short Equity Fund
Shares held as of 2026-03-31: 4204521 (value 65422348; 0.01% of shares outstanding; change 0.56)
Holder of CAR.DE: Intl Growth & Income Fd.-Intl Growth and Income Fd.
Shares held as of 2026-03-31: 3969189 (value 66602994; 0.01% of shares outstanding; change 0.00)
Holder of CAR.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 14742004 (value 238083358; 0.02% of shares outstanding; change 0.00)
Holder of CAR.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 5451170 (value 84820207; 0.01% of shares outstanding; change 0.03)
Holder of CAR.DE: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-04-30: 4974236 (value 77399114; 0.01% of shares outstanding; change 0.11)
Holder of CAR.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 8208515 (value 127724496; 0.01% of shares outstanding; change -0.01)
Holder of CAR.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 4138850 (value 66842425; 0.01% of shares outstanding; change 0.01)
Holder of CAR.DE: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-04-30: 6061059 (value 97886100; 0.01% of shares outstanding; change 0.04)
Holder of CAR.DE: Capital Group Global Growth Equity ETF
Shares held as of 2026-05-31: 3507310 (value 54573745; 0.00% of shares outstanding; change 0.07)
Holder of CAR.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 4169945 (value 64884345; 0.01% of shares outstanding; change 0.01)
Holder of CAR.DE: iShares Trust-iShares International Select Dividend ETF
Shares held as of 2026-05-31: 6169342 (value 95994964; 0.01% of shares outstanding; change 0.02)
Holder of CAR.DE: Intl Growth & Income Fd.-Intl Growth and Income Fd.
Shares held as of 2026-06-30: 3969189 (value 61760582; 0.01% of shares outstanding; change 0.00)
Holder of CAR.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 14742004 (value 229385588; 0.02% of shares outstanding; change 0.00)
Holder of CARE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 237535 (value 6484705; 0.01% of shares outstanding; change 0.05)
Holder of CARE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 715016 (value 19519936; 0.03% of shares outstanding; change 0.00)
Holder of CARE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 251775 (value 7794953; 0.01% of shares outstanding; change 0.00)
Holder of CARE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 140292 (value 4343440; 0.01% of shares outstanding; change -0.08)
Holder of CARE: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 134898 (value 4587880; 0.01% of shares outstanding; change 0.00)
Holder of CARE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 213839 (value 6620455; 0.01% of shares outstanding; change 0.01)
Holder of CARE: Advisors Series Trust-Huber Small Cap Value Fund
Shares held as of 2026-03-31: 134813 (value 4027538; 0.01% of shares outstanding; change 0.00)
Holder of CARE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 246454 (value 8381900; 0.01% of shares outstanding; change 0.04)
Holder of CARE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 715016 (value 24317692; 0.03% of shares outstanding; change 0.00)
Holder of CARE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 558355 (value 15243091; 0.03% of shares outstanding; change -0.02)
Holder of CARE: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 158253 (value 4320306; 0.01% of shares outstanding; change -0.04)
Holder of CARE: Advisors Series Trust-Huber Small Cap Value Fund
Shares held as of 2026-04-30: 134813 (value 4466354; 0.01% of shares outstanding; change 0.00)
Holder of CARE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 464270 (value 13333834; 0.02% of shares outstanding; change 0.01)
Holder of CARE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 274274 (value 9328058; 0.01% of shares outstanding; change 0.09)
Holder of CARE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 140292 (value 4771330; 0.01% of shares outstanding; change 0.00)
Holder of CARE: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 135756 (value 4287174; 0.01% of shares outstanding; change 0.01)
Holder of CARE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 213256 (value 7252836; 0.01% of shares outstanding; change 0.00)
Holder of CARE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 536563 (value 17776332; 0.02% of shares outstanding; change -0.04)
Holder of CARE: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 156453 (value 5183288; 0.01% of shares outstanding; change -0.01)
Holder of CARE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 504599 (value 15935236; 0.02% of shares outstanding; change 0.09)
Holder of CARE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 541651 (value 18421549; 0.02% of shares outstanding; change 0.01)
Holder of CARE: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 157773 (value 5365859; 0.01% of shares outstanding; change 0.01)
Holder of CARE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 567433 (value 19298395; 0.03% of shares outstanding; change 0.12)
Holder of CARE: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 139615 (value 4748305; 0.01% of shares outstanding; change 2.65)
Holder of CARE: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 404804 (value 13767383; 0.02% of shares outstanding; change 1.00)
Holder of CARG: Touchstone Strategic TRT-Touchstone Strategic TRT-Touchstone Small Com
Shares held as of 2025-12-31: 769456 (value 22975956; 0.01% of shares outstanding; change -0.09)
Holder of CARG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 872474 (value 26052074; 0.01% of shares outstanding; change -0.04)
Holder of CARG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 991607 (value 29609385; 0.01% of shares outstanding; change -0.07)
Holder of CARG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1749957 (value 52253717; 0.02% of shares outstanding; change -0.09)
Holder of CARG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2400242 (value 71671227; 0.03% of shares outstanding; change -0.05)
Holder of CARG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 803869 (value 24132147; 0.01% of shares outstanding; change 0.01)
Holder of CARG: Touchstone Strategic TRT-Touchstone Strategic TRT-Touchstone Small Com
Shares held as of 2026-03-31: 824924 (value 27527712; 0.01% of shares outstanding; change 0.07)
Holder of CARG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 905561 (value 30218569; 0.01% of shares outstanding; change 0.04)
Holder of CARG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 992489 (value 33119356; 0.01% of shares outstanding; change 0.00)
Holder of CARG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1771796 (value 59124830; 0.02% of shares outstanding; change 0.01)
Holder of CARG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2452559 (value 81841891; 0.03% of shares outstanding; change 0.02)
Holder of CARG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1938616 (value 57887074; 0.03% of shares outstanding; change -0.05)