speb/financial-data huggingface dataset:
Holder of CVV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 12479 (value 69258; 0.00% of shares outstanding; change 0.00)
Holder of CVV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 69180 (value 487719; 0.01% of shares outstanding; change 0.00)
Holder of CVV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 182583 (value 1287210; 0.03% of shares outstanding; change 0.00)
Holder of CVV: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 25326 (value 178548; 0.00% of shares outstanding; change 0.00)
Holder of CVV: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 8212 (value 57894; 0.00% of shares outstanding; change 0.00)
Holder of CVV: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Vector Equity Portfolio
Shares held as of 2026-04-30: 5741 (value 40474; 0.00% of shares outstanding; change 0.00)
Holder of CVV: Dimensional ETF Trust-Dimensional US Sustainability Core 1 ETF
Shares held as of 2026-04-30: 6391 (value 45056; 0.00% of shares outstanding; change 0.00)
Holder of CVV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 31578 (value 234624; 0.00% of shares outstanding; change 0.00)
Holder of CVV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 6633 (value 49283; 0.00% of shares outstanding; change 0.00)
Holder of CVV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 7919 (value 58838; 0.00% of shares outstanding; change 0.00)
Holder of CVV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 12479 (value 92718; 0.00% of shares outstanding; change 0.00)
Holder of CVV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 29057 (value 204851; 0.00% of shares outstanding; change -0.08)
Holder of CVV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 6633 (value 46762; 0.00% of shares outstanding; change 0.00)
Holder of CVV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 7919 (value 55828; 0.00% of shares outstanding; change 0.00)
Holder of CVV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 12479 (value 87976; 0.00% of shares outstanding; change 0.00)
Holder of CVV.V: SPROTT FUNDS TRUST-SPROTT URANIUM MINERS ETF
Shares held as of 2025-12-31: 17359027 (value 10415416; 0.08% of shares outstanding; change 0.13)
Holder of CVV.V: SPROTT FUNDS TRUST-Sprott Junior Uranium Miners ETF
Shares held as of 2025-12-31: 6363631 (value 3818178; 0.03% of shares outstanding; change 0.30)
Holder of CVV.V: SPROTT FUNDS TRUST-SPROTT URANIUM MINERS ETF
Shares held as of 2026-03-31: 21652530 (value 7686647; 0.10% of shares outstanding; change 0.25)
Holder of CVV.V: SPROTT FUNDS TRUST-Sprott Junior Uranium Miners ETF
Shares held as of 2026-03-31: 6691918 (value 2375630; 0.03% of shares outstanding; change 0.05)
Holder of CVV.V: U.S. GLOBAL INVESTORS FUNDS-USGI Global Resources Fund
Shares held as of 2026-03-31: 90000 (value 31949; 0.00% of shares outstanding; change 0.00)
Holder of CVV.V: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-04-30: 13320697 (value 7193176; 0.06% of shares outstanding; change 0.02)
Holder of CVV.V: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-05-31: 13219891 (value 4428663; 0.06% of shares outstanding; change -0.01)
Holder of CVV.V: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-06-30: 13115281 (value 4655924; 0.06% of shares outstanding; change -0.01)
Holder of CVX: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 47729821 (value 8708783460; 0.02% of shares outstanding; change 0.01)
Holder of CVX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 60106684 (value 10967065966; 0.03% of shares outstanding; change -0.02)
Holder of CVX: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 19828701 (value 3862432534; 0.01% of shares outstanding; change 0.10)
Holder of CVX: VANGUARD WORLD FUND-Vanguard Energy Index Fund
Shares held as of 2026-02-28: 9111531 (value 1774835062; 0.00% of shares outstanding; change 0.05)
Holder of CVX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 23939032 (value 4367915939; 0.01% of shares outstanding; change -0.01)
Holder of CVX: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 47630558 (value 9277956073; 0.02% of shares outstanding; change 0.00)
Holder of CVX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 60192702 (value 11724936018; 0.03% of shares outstanding; change 0.00)
Holder of CVX: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 17533782 (value 3415405278; 0.01% of shares outstanding; change 0.00)
Holder of CVX: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 10569164 (value 2058767384; 0.01% of shares outstanding; change -0.03)
Holder of CVX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 24021701 (value 4205238918; 0.01% of shares outstanding; change 0.00)
Holder of CVX: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-04-30: 35830880 (value 6708257397; 0.02% of shares outstanding; change -0.02)
Holder of CVX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 22407745 (value 4195178046; 0.01% of shares outstanding; change 0.03)
Holder of CVX: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 24246097 (value 4102439538; 0.01% of shares outstanding; change 0.01)
Holder of CVX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 23988250 (value 4672671056; 0.01% of shares outstanding; change 0.00)
Holder of CVX: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-05-31: 35050954 (value 6167916418; 0.02% of shares outstanding; change -0.02)
Holder of CVX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 22600835 (value 3977068962; 0.01% of shares outstanding; change 0.01)
Holder of CVX: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 24696825 (value 4810694375; 0.01% of shares outstanding; change 0.02)
Holder of CVX: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-06-30: 31004908 (value 6039445821; 0.02% of shares outstanding; change -0.12)
Holder of CVX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 22610943 (value 4404385435; 0.01% of shares outstanding; change 0.00)
Holder of CW: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 397242 (value 296982085; 0.01% of shares outstanding; change -0.02)
Holder of CW: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 472089 (value 352938450; 0.01% of shares outstanding; change -0.06)
Holder of CW: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 836761 (value 625570878; 0.02% of shares outstanding; change -0.06)
Holder of CW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1159302 (value 866705751; 0.03% of shares outstanding; change -0.02)
Holder of CW: MFS Series Trust IV-MFS Mid Cap Growth Fund
Shares held as of 2026-02-28: 243543 (value 182703523; 0.01% of shares outstanding; change 0.00)
Holder of CW: Franklin Custodian Funds-FRANKLIN GROWTH FUND
Shares held as of 2026-03-31: 241851 (value 171191818; 0.01% of shares outstanding; change 0.00)
Holder of CW: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 411438 (value 308656674; 0.01% of shares outstanding; change 0.04)
Holder of CW: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 475725 (value 356884138; 0.01% of shares outstanding; change 0.01)
Holder of CW: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 850116 (value 637748524; 0.02% of shares outstanding; change 0.02)
Holder of CW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1170102 (value 877798822; 0.03% of shares outstanding; change 0.01)
Holder of CW: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-04-30: 369393 (value 279999894; 0.01% of shares outstanding; change 0.08)
Holder of CW: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 278941 (value 211437278; 0.01% of shares outstanding; change 0.00)
Holder of CW: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-04-30: 276738 (value 209767404; 0.01% of shares outstanding; change 0.00)
Holder of CW: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1245358 (value 976136516; 0.03% of shares outstanding; change 0.02)
Holder of CW: iShares Trust-iShares U.S. Aerospace & Defense ETF
Shares held as of 2026-04-30: 423838 (value 321167487; 0.01% of shares outstanding; change 0.01)
Holder of CW: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-05-31: 386532 (value 273602821; 0.01% of shares outstanding; change 0.05)
Holder of CW: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 276223 (value 210086929; 0.01% of shares outstanding; change -0.01)
Holder of CW: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-05-31: 273394 (value 207935276; 0.01% of shares outstanding; change -0.01)
Holder of CW: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1250785 (value 938326402; 0.03% of shares outstanding; change 0.00)
Holder of CW: iShares Trust-iShares U.S. Aerospace & Defense ETF
Shares held as of 2026-05-31: 409898 (value 307501381; 0.01% of shares outstanding; change -0.03)
Holder of CW: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-06-30: 421405 (value 316133817; 0.01% of shares outstanding; change 0.09)
Holder of CW: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF
Shares held as of 2026-06-30: 244173 (value 183176143; 0.01% of shares outstanding; change 1.00)
Holder of CW: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 284232 (value 213228004; 0.01% of shares outstanding; change 0.03)
Holder of CWAN: -Price (T.Rowe) Mid-Cap Value Equity Trust
Shares held as of 2025-12-31: 3838445 (value 93427751; 0.01% of shares outstanding; change 0.51)
Holder of CWAN: Conestoga Funds-Conestoga Small Cap Fund
Shares held as of 2025-12-31: 3151413 (value 76705392; 0.01% of shares outstanding; change -0.20)
Holder of CWAN: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 6254828 (value 152242514; 0.02% of shares outstanding; change 0.50)
Holder of CWAN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 3105087 (value 75577818; 0.01% of shares outstanding; change 0.01)
Holder of CWAN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 3692347 (value 89871726; 0.01% of shares outstanding; change -0.03)
Holder of CWAN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 6541209 (value 159213028; 0.02% of shares outstanding; change -0.04)
Holder of CWAN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 9078476 (value 220970107; 0.03% of shares outstanding; change 0.00)
Holder of CWAN: BlackRock Large Cap Series Fd.s, Inc.-BlackRock Event Driven Eqy. Fd.
Shares held as of 2026-02-28: 2943466 (value 72291523; 0.01% of shares outstanding; change 1.00)
Holder of CWAN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 2731608 (value 67088291; 0.01% of shares outstanding; change 0.01)
Holder of CWAN: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 6443046 (value 158241206; 0.02% of shares outstanding; change 0.03)
Holder of CWAN: NexPoint Funds I-NexPoint Merger Arbitrage Fund
Shares held as of 2026-03-31: 3978350 (value 97708273; 0.01% of shares outstanding; change 1.67)
Holder of CWAN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 3222807 (value 79152138; 0.01% of shares outstanding; change 0.04)
Holder of CWAN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 3793758 (value 93174694; 0.01% of shares outstanding; change 0.03)
Holder of CWAN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 6787076 (value 166690582; 0.02% of shares outstanding; change 0.04)
Holder of CWAN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 9345476 (value 229524885; 0.03% of shares outstanding; change 0.03)
Holder of CWAN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 6813918 (value 165850765; 0.02% of shares outstanding; change 0.00)
Holder of CWAN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 6557909 (value 161062241; 0.02% of shares outstanding; change -0.04)
Holder of CWAN: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 2291506 (value 56279386; 0.01% of shares outstanding; change 0.01)
Holder of CWBC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 183417 (value 4403842; 0.01% of shares outstanding; change -0.03)
Holder of CWBC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 532063 (value 12774832; 0.02% of shares outstanding; change 0.00)
Holder of CWBC: BlackRock Funds-BlackRock Advantage Small Cap Core Fund
Shares held as of 2026-02-28: 159704 (value 4042108; 0.01% of shares outstanding; change -0.03)
Holder of CWBC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 161470 (value 4086805; 0.01% of shares outstanding; change 0.02)
Holder of CWBC: Fidelity Select Portfolios-Select Banking Portfolio
Shares held as of 2026-03-31: 295700 (value 7099757; 0.01% of shares outstanding; change -0.02)
Holder of CWBC: John Hancock Financial Opportunities Fund
Shares held as of 2026-03-31: 126760 (value 3264070; 0.00% of shares outstanding; change 0.00)
Holder of CWBC: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-03-31: 183327 (value 4720670; 0.01% of shares outstanding; change 0.00)
Holder of CWBC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 186016 (value 4650400; 0.01% of shares outstanding; change 0.01)
Holder of CWBC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 532063 (value 13301575; 0.02% of shares outstanding; change 0.00)
Holder of CWBC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 420449 (value 10094980; 0.02% of shares outstanding; change 0.01)
Holder of CWBC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 120603 (value 2895678; 0.00% of shares outstanding; change 0.00)
Holder of CWBC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 309501 (value 7629199; 0.01% of shares outstanding; change 0.16)
Holder of CWBC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 237941 (value 5948525; 0.01% of shares outstanding; change 1.11)
Holder of CWBC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 169440 (value 4474910; 0.01% of shares outstanding; change 0.52)
Holder of CWBC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 223049 (value 5576225; 0.01% of shares outstanding; change 0.38)
Holder of CWBC: Fidelity Select Portfolios-Select Banking Portfolio
Shares held as of 2026-04-30: 291700 (value 7382926; 0.01% of shares outstanding; change -0.01)
Holder of CWBC: John Hancock Financial Opportunities Fund
Shares held as of 2026-04-30: 126760 (value 3208295; 0.00% of shares outstanding; change 0.00)
Holder of CWBC: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-04-30: 183327 (value 4944329; 0.01% of shares outstanding; change 0.00)
Holder of CWBC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 491197 (value 13247582; 0.02% of shares outstanding; change 0.17)
Holder of CWBC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 171646 (value 4629292; 0.01% of shares outstanding; change 0.42)
Holder of CWBC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 308820 (value 8328875; 0.01% of shares outstanding; change 0.00)
Holder of CWBC: Fidelity Select Portfolios-Select Banking Portfolio
Shares held as of 2026-05-31: 285900 (value 7147500; 0.01% of shares outstanding; change -0.02)
Holder of CWBC: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-05-31: 183327 (value 4583175; 0.01% of shares outstanding; change 0.00)
Holder of CWBC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 516883 (value 12922075; 0.02% of shares outstanding; change 0.05)
Holder of CWBC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 173098 (value 4327450; 0.01% of shares outstanding; change 0.01)
Holder of CWBC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 307747 (value 7693675; 0.01% of shares outstanding; change 0.00)
Holder of CWBC: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 309463 (value 7736575; 0.01% of shares outstanding; change 1.00)
Holder of CWCO: JPMorgan Trust II-JPMorgan Small Cap Value Fund
Shares held as of 2025-12-31: 201185 (value 6071763; 0.01% of shares outstanding; change -0.09)
Holder of CWCO: Meridian Fund Inc-MERIDIAN CONTRARIAN FUND
Shares held as of 2025-12-31: 262000 (value 7907160; 0.02% of shares outstanding; change 0.00)
Holder of CWCO: Meridian Fund Inc-Meridian Contrarian Fund
Shares held as of 2025-12-31: 262000 (value 7839040; 0.02% of shares outstanding; change 0.00)
Holder of CWCO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 158081 (value 4770884; 0.01% of shares outstanding; change -0.06)
Holder of CWCO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 496323 (value 14979028; 0.03% of shares outstanding; change 0.00)
Holder of CWCO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 146824 (value 4260832; 0.01% of shares outstanding; change 0.01)
Holder of CWCO: VANGUARD WORLD FUND-Vanguard Utilities Index Fund
Shares held as of 2026-02-28: 102932 (value 3017966; 0.01% of shares outstanding; change 0.02)
Holder of CWCO: HEARTLAND GROUP INC.-Heartland Value Fund
Shares held as of 2026-03-31: 225000 (value 6596999; 0.01% of shares outstanding; change 0.00)
Holder of CWCO: JPMorgan Trust II-JPMorgan Small Cap Value Fund
Shares held as of 2026-03-31: 181739 (value 5328587; 0.01% of shares outstanding; change -0.10)
Holder of CWCO: Meridian Fund Inc-Meridian Contrarian Fund
Shares held as of 2026-03-31: 272000 (value 7975039; 0.02% of shares outstanding; change 0.04)
Holder of CWCO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 169560 (value 4971499; 0.01% of shares outstanding; change 0.07)
Holder of CWCO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 496323 (value 14552190; 0.03% of shares outstanding; change 0.00)
Holder of CWCO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 374491 (value 11302138; 0.02% of shares outstanding; change 0.02)
Holder of CWCO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 90110 (value 2719519; 0.01% of shares outstanding; change 0.00)
Holder of CWCO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 149479 (value 4382724; 0.01% of shares outstanding; change 0.02)
Holder of CWCO: Invesco Exch-Trd Fd. TRT II-Invesco S&P Global Water Index ETF
Shares held as of 2026-04-30: 127715 (value 3845498; 0.01% of shares outstanding; change 0.14)
Holder of CWCO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 359736 (value 10590628; 0.02% of shares outstanding; change -0.04)
Holder of CWCO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 89075 (value 2622368; 0.01% of shares outstanding; change -0.01)
Holder of CWCO: Invesco Exch-Trd Fd. TRT II-Invesco S&P Global Water Index ETF
Shares held as of 2026-05-31: 127715 (value 3725446; 0.01% of shares outstanding; change 0.00)
Holder of CWCO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 363181 (value 10648466; 0.02% of shares outstanding; change 0.01)
Holder of CWCO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 89834 (value 2633932; 0.01% of shares outstanding; change 0.01)
Holder of CWCO: Invesco Exch-Trd Fd. TRT II-Invesco S&P Global Water Index ETF
Shares held as of 2026-06-30: 128748 (value 3774891; 0.01% of shares outstanding; change 0.01)
Holder of CWD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 185 (value 185; 0.00% of shares outstanding; change 0.00)
Holder of CWD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 44381 (value 37346; 0.01% of shares outstanding; change 0.48)
Holder of CWD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 7344 (value 6179; 0.00% of shares outstanding; change 0.67)
Holder of CWD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 26344 (value 14884; 0.00% of shares outstanding; change 141.40)
Holder of CWD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 44220 (value 28959; 0.01% of shares outstanding; change 0.00)
Holder of CWD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 7344 (value 4809; 0.00% of shares outstanding; change 0.00)
Holder of CWD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 44220 (value 24984; 0.01% of shares outstanding; change 0.00)
Holder of CWD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 7344 (value 4149; 0.00% of shares outstanding; change 0.00)
Holder of CWEB.TO: Amplify ETF Trust-Amplify Seymour Cannabis ETF
Shares held as of 2026-03-31: 129791 (value 43479; 0.00% of shares outstanding; change -0.11)
Holder of CWEB.TO: AdvisorShares Trust-AdvisorShares Pure Cannabis ETF
Shares held as of 2026-04-30: 2876805 (value 2042531; 0.02% of shares outstanding; change 0.25)
Holder of CWEB.TO: AdvisorShares Trust-AdvisorShares Pure Cannabis ETF
Shares held as of 2026-05-31: 2926805 (value 1287794; 0.01% of shares outstanding; change 0.02)
Holder of CWEB.TO: AdvisorShares Trust-AdvisorShares Pure Cannabis ETF
Shares held as of 2026-06-30: 3026805 (value 1013979; 0.01% of shares outstanding; change 0.03)
Holder of CWEN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1923793 (value 79183319; 0.02% of shares outstanding; change -0.02)
Holder of CWEN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1242301 (value 51133108; 0.01% of shares outstanding; change -0.02)
Holder of CWEN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2359885 (value 97132866; 0.02% of shares outstanding; change 0.00)
Holder of CWEN: Franklin Custodian Funds-FRANKLIN UTILITIES FUND
Shares held as of 2026-03-31: 1200000 (value 38508000; 0.01% of shares outstanding; change 0.00)
Holder of CWEN: Tortoise Energy Infrastructure Corp
Shares held as of 2026-03-31: 1323703 (value 44357285; 0.01% of shares outstanding; change 0.00)
Holder of CWEN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1955386 (value 62748337; 0.02% of shares outstanding; change 0.02)
Holder of CWEN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1245422 (value 39965592; 0.01% of shares outstanding; change 0.00)
Holder of CWEN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2460730 (value 78964826; 0.02% of shares outstanding; change 0.04)
Holder of CWEN: Invesco Exchange-Traded Fund Trust II-Invesco Solar ETF
Shares held as of 2026-04-30: 1262972 (value 47323562; 0.01% of shares outstanding; change 0.04)
Holder of CWEN: Neuberger Berman Energy Infrastructure and Income Fd. Inc.-Neuberger E
Shares held as of 2026-04-30: 960000 (value 38150401; 0.01% of shares outstanding; change 0.00)
Holder of CWEN: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 1090021 (value 40407078; 0.01% of shares outstanding; change 0.42)
Holder of CWEN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 5171212 (value 191696827; 0.04% of shares outstanding; change 0.02)
Holder of CWEN: iShares Trust-iShares Global Clean Energy ETF
Shares held as of 2026-04-30: 1164521 (value 38149706; 0.01% of shares outstanding; change 0.05)
Holder of CWEN: First TRT Exch-Trd Fd. IV-First TRT North American Energy Infrastructu
Shares held as of 2026-05-31: 1428036 (value 45825675; 0.01% of shares outstanding; change 1.00)
Holder of CWEN: Invesco Exchange-Traded Fund Trust II-Invesco Solar ETF
Shares held as of 2026-05-31: 1400038 (value 46775269; 0.01% of shares outstanding; change 0.11)
Holder of CWEN: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 1099897 (value 36857546; 0.01% of shares outstanding; change 0.01)
Holder of CWEN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 7247175 (value 232561846; 0.06% of shares outstanding; change 0.40)
Holder of CWEN: iShares Trust-iShares Global Clean Energy ETF
Shares held as of 2026-05-31: 1331809 (value 42737751; 0.01% of shares outstanding; change 0.14)
Holder of CWEN: iShares Trust-iShares S&P Small-Cap 600 Growth ETF
Shares held as of 2026-05-31: 1057621 (value 33939058; 0.01% of shares outstanding; change 0.42)
Holder of CWEN: Invesco Exchange-Traded Fund Trust II-Invesco Solar ETF
Shares held as of 2026-06-30: 1598771 (value 51304561; 0.01% of shares outstanding; change 0.14)
Holder of CWEN: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 1109133 (value 35592078; 0.01% of shares outstanding; change 0.01)
Holder of CWH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 689502 (value 5054049; 0.01% of shares outstanding; change 0.03)
Holder of CWH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1356294 (value 9941634; 0.02% of shares outstanding; change 0.01)
Holder of CWH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 873441 (value 6402322; 0.01% of shares outstanding; change 0.02)
Holder of CWH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1811661 (value 13279474; 0.03% of shares outstanding; change 0.00)
Holder of CWH: Columbia Funds Series Trust I-Columbia Small Cap Growth Fund
Shares held as of 2026-02-28: 1192179 (value 6807342; 0.02% of shares outstanding; change 1.00)
Holder of CWH: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 591535 (value 4347782; 0.01% of shares outstanding; change 0.01)
Holder of CWH: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1060774 (value 6057019; 0.02% of shares outstanding; change -0.72)
Holder of CWH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 716523 (value 4091346; 0.01% of shares outstanding; change 0.04)
Holder of CWH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1362962 (value 7782513; 0.02% of shares outstanding; change 0.00)
Holder of CWH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 872077 (value 4979559; 0.01% of shares outstanding; change 0.00)
Holder of CWH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1878671 (value 10727211; 0.03% of shares outstanding; change 0.04)
Holder of CWH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1486027 (value 10892577; 0.02% of shares outstanding; change 0.02)
Holder of CWH: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 598806 (value 3419182; 0.01% of shares outstanding; change 0.01)
Holder of CWH: Manager Directed Portfolios-Hood River Small-Cap Growth Fund
Shares held as of 2026-04-30: 1753471 (value 10012319; 0.03% of shares outstanding; change -0.09)
Holder of CWH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1427915 (value 10323825; 0.02% of shares outstanding; change -0.04)
Holder of CWH: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 495335 (value 3952773; 0.01% of shares outstanding; change 0.00)
Holder of CWH: SPDR SERIES TRUST-State Street SPDR S&P Retail ETF
Shares held as of 2026-05-31: 1023201 (value 6456398; 0.02% of shares outstanding; change 1.24)
Holder of CWH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1441483 (value 8230867; 0.02% of shares outstanding; change 0.01)
Holder of CWH: SPDR SERIES TRUST-State Street SPDR S&P Retail ETF
Shares held as of 2026-06-30: 566129 (value 3232596; 0.01% of shares outstanding; change -0.45)
Holder of CWK: JPMorgan Trust I-JPMorgan Small Cap Equity Fund
Shares held as of 2025-12-31: 2581712 (value 32116496; 0.01% of shares outstanding; change 0.00)
Holder of CWK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2499477 (value 31093492; 0.01% of shares outstanding; change 0.01)
Holder of CWK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 5253965 (value 65359322; 0.02% of shares outstanding; change -0.04)
Holder of CWK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 3388737 (value 42155886; 0.01% of shares outstanding; change -0.04)
Holder of CWK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 7305617 (value 90881872; 0.03% of shares outstanding; change 0.00)
Holder of CWK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 2968743 (value 37940534; 0.01% of shares outstanding; change 0.00)
Holder of CWK: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 8643116 (value 110459020; 0.04% of shares outstanding; change 0.01)
Holder of CWK: Delaware Group Equity Funds V-Nomura Small Cap Core Fund
Shares held as of 2026-02-28: 3722472 (value 47349844; 0.02% of shares outstanding; change -0.16)
Holder of CWK: JPMorgan Trust I-JPMorgan Small Cap Equity Fund
Shares held as of 2026-03-31: 2786053 (value 35438594; 0.01% of shares outstanding; change 0.08)
Holder of CWK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2582566 (value 33005192; 0.01% of shares outstanding; change 0.03)
Holder of CWK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 5346370 (value 68005827; 0.02% of shares outstanding; change 0.02)
Holder of CWK: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 3400578 (value 43255353; 0.01% of shares outstanding; change 0.00)
Holder of CWK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7394670 (value 94060204; 0.03% of shares outstanding; change 0.01)
Holder of CWK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3365724 (value 41869605; 0.01% of shares outstanding; change 0.00)
Holder of CWK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 2975419 (value 37847330; 0.01% of shares outstanding; change 0.00)
Holder of CWK: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-04-30: 3708992 (value 47178379; 0.02% of shares outstanding; change 1.00)
Holder of CWK: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 8599002 (value 109379307; 0.04% of shares outstanding; change -0.01)
Holder of CWK: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 9793164 (value 125156633; 0.04% of shares outstanding; change 0.00)
Holder of CWK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3365724 (value 47086477; 0.01% of shares outstanding; change 0.00)
Holder of CWK: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 11779666 (value 149837354; 0.05% of shares outstanding; change 0.20)
Holder of CWK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 4425002 (value 56286026; 0.02% of shares outstanding; change 0.31)
Holder of CWR.L: -Price (T.Rowe) New Horizons Trust
Shares held as of 2025-12-31: 416678 (value 339384231; 0.00% of shares outstanding; change 1.00)
Holder of CWR.L: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 1050929 (value 855981670; 0.01% of shares outstanding; change 1.00)
Holder of CWR.L: Calamos Global Dynamic Income Fund
Shares held as of 2026-01-31: 28929 (value 23562670; 0.00% of shares outstanding; change 1.00)
Holder of CWR.L: -Price (T.Rowe) New Horizons Trust
Shares held as of 2026-03-31: 417751 (value 160416384; 0.00% of shares outstanding; change 0.00)
Holder of CWR.L: -Price (T.Rowe) U.S. Equities Trust
Shares held as of 2026-03-31: 48753 (value 25692831; 0.00% of shares outstanding; change 0.79)
Holder of CWR.L: -SSgA SPDR ETFS Europe I-State Street SPDR FTSE UK All Share ETF
Shares held as of 2026-03-31: 44252 (value 36043254; 0.00% of shares outstanding; change 0.97)
Holder of CWR.L: Fidelity Summer Street Trust-Fidelity Climate Action Fund
Shares held as of 2026-03-31: 46716 (value 38050182; 0.00% of shares outstanding; change 0.00)
Holder of CWR.L: GLOBAL X FUNDS-Global X CleanTech ETF
Shares held as of 2026-03-31: 43764 (value 35645778; 0.00% of shares outstanding; change 1.00)
Holder of CWR.L: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 1049856 (value 403144704; 0.00% of shares outstanding; change 0.00)
Holder of CWR.L: -SSgA SPDR ETFS Europe I-State Street SPDR FTSE UK All Share ETF
Shares held as of 2026-04-30: 44252 (value 29936478; 0.00% of shares outstanding; change 0.00)
Holder of CWR.L: Fidelity Summer Street Trust-Fidelity Climate Action Fund
Shares held as of 2026-04-30: 47633 (value 24269013; 0.00% of shares outstanding; change 0.02)
Holder of CWR.L: GLOBAL X FUNDS-Global X ClimateTech ETF
Shares held as of 2026-04-30: 43722 (value 25839702; 0.00% of shares outstanding; change 0.00)
Holder of CWR.L: GLOBAL X FUNDS-Global X Hydrogen ETF
Shares held as of 2026-04-30: 687308 (value 406199028; 0.00% of shares outstanding; change 0.23)
Holder of CWR.L: Invesco Exchange-Traded Fund Trust II-Invesco Global Clean Energy ETF
Shares held as of 2026-04-30: 418709 (value 283256638; 0.00% of shares outstanding; change 0.00)
Holder of CWR.L: Nationwide Mutual Funds-Nationwide International Small Cap Fund
Shares held as of 2026-04-30: 52305 (value 19227318; 0.00% of shares outstanding; change 1.00)
Holder of CWR.L: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-04-30: 48486 (value 32800779; 0.00% of shares outstanding; change 0.02)
Holder of CWR.L: VANGUARD WHITEHALL FUNDS-Vanguard International Explorer Fund
Shares held as of 2026-04-30: 176096 (value 67620864; 0.00% of shares outstanding; change 1.00)
Holder of CWR.L: iShares Trust-iShares Global Clean Energy ETF
Shares held as of 2026-04-30: 2301367 (value 1212820409; 0.01% of shares outstanding; change 1.00)
Holder of CWR.L: -SSgA SPDR ETFS Europe I-State Street SPDR FTSE UK All Share ETF
Shares held as of 2026-05-31: 43799 (value 23082073; 0.00% of shares outstanding; change -0.01)
Holder of CWR.L: Brinker Capital Destinations TRT-Destinations Intl Eqy. Fd.
Shares held as of 2026-05-31: 127076 (value 48797184; 0.00% of shares outstanding; change 1.00)
Holder of CWR.L: GLOBAL X FUNDS-Global X ClimateTech ETF
Shares held as of 2026-05-31: 43792 (value 29625288; 0.00% of shares outstanding; change 0.00)
Holder of CWR.L: GLOBAL X FUNDS-Global X Hydrogen ETF
Shares held as of 2026-05-31: 1457464 (value 535763775; 0.01% of shares outstanding; change 1.12)
Holder of CWR.L: Invesco Exchange-Traded Fund Trust II-Invesco Global Clean Energy ETF
Shares held as of 2026-05-31: 437501 (value 160825370; 0.00% of shares outstanding; change 0.04)
Holder of CWR.L: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-05-31: 47502 (value 25033554; 0.00% of shares outstanding; change -0.02)
Holder of CWR.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 849089 (value 326050176; 0.00% of shares outstanding; change 1.00)
Holder of CWR.L: iShares Trust-iShares Core MSCI International Developed Markets ETF
Shares held as of 2026-05-31: 155021 (value 59528064; 0.00% of shares outstanding; change 1.00)
Holder of CWR.L: iShares Trust-iShares Global Clean Energy ETF
Shares held as of 2026-05-31: 2637632 (value 1012850688; 0.01% of shares outstanding; change 0.15)
Holder of CWR.L: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 575361 (value 220938624; 0.00% of shares outstanding; change 1.00)
Holder of CWR.L: GLOBAL X FUNDS-Global X Hydrogen ETF
Shares held as of 2026-06-30: 1234430 (value 474021120; 0.01% of shares outstanding; change -0.15)
Holder of CWR.L: Invesco Exchange-Traded Fund Trust II-Invesco Global Clean Energy ETF
Shares held as of 2026-06-30: 210756 (value 80930304; 0.00% of shares outstanding; change -0.52)
Holder of CWST: Conestoga Funds-Conestoga Small Cap Fund
Shares held as of 2025-12-31: 1359135 (value 111680120; 0.02% of shares outstanding; change -0.12)
Holder of CWST: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 673292 (value 55324402; 0.01% of shares outstanding; change 0.01)
Holder of CWST: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 801011 (value 65819072; 0.01% of shares outstanding; change -0.03)
Holder of CWST: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1418805 (value 116583204; 0.02% of shares outstanding; change -0.04)
Holder of CWST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1969656 (value 161846629; 0.03% of shares outstanding; change 0.01)
Holder of CWST: AMERICAN FUNDS INSURANCE SERIES-Growth Fund
Shares held as of 2026-03-31: 962515 (value 92112682; 0.02% of shares outstanding; change 0.37)
Holder of CWST: Conestoga Funds-Conestoga Small Cap Fund
Shares held as of 2026-03-31: 1262295 (value 112836549; 0.02% of shares outstanding; change -0.07)
Holder of CWST: SmallCap World Fund Inc
Shares held as of 2026-03-31: 3511077 (value 313855170; 0.06% of shares outstanding; change -0.01)
Holder of CWST: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 697471 (value 66747972; 0.01% of shares outstanding; change 0.04)
Holder of CWST: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 805907 (value 72040026; 0.01% of shares outstanding; change 0.01)
Holder of CWST: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1441766 (value 128879461; 0.02% of shares outstanding; change 0.02)
Holder of CWST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1987667 (value 177677551; 0.03% of shares outstanding; change 0.01)
Holder of CWST: WASATCH FUNDS TRUST-Wasatch Core Growth Fund
Shares held as of 2026-03-31: 956913 (value 85538452; 0.02% of shares outstanding; change -0.37)
Holder of CWST: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1531119 (value 125812045; 0.02% of shares outstanding; change 0.01)
Holder of CWST: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 3808987 (value 322164127; 0.06% of shares outstanding; change 0.01)
Holder of CWST: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1474413 (value 143740520; 0.02% of shares outstanding; change -0.04)
Holder of CWST: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3792148 (value 338980107; 0.06% of shares outstanding; change 0.00)
Holder of CWST: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1500849 (value 134160891; 0.02% of shares outstanding; change 0.02)
Holder of CWST: AMERICAN FUNDS INSURANCE SERIES-Growth Fund
Shares held as of 2026-06-30: 962515 (value 86039215; 0.02% of shares outstanding; change 0.00)
Holder of CWST: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 772532 (value 69056635; 0.01% of shares outstanding; change 0.43)
Holder of CWT: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 732208 (value 33022579; 0.01% of shares outstanding; change 0.06)
Holder of CWT: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 865462 (value 39655468; 0.01% of shares outstanding; change -0.07)
Holder of CWT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 643312 (value 29013370; 0.01% of shares outstanding; change 0.01)
Holder of CWT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 761732 (value 34354112; 0.01% of shares outstanding; change -0.03)
Holder of CWT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1350754 (value 60919003; 0.02% of shares outstanding; change -0.04)
Holder of CWT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1864585 (value 84092780; 0.03% of shares outstanding; change 0.00)
Holder of CWT: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-02-28: 1375735 (value 62183223; 0.02% of shares outstanding; change -0.11)
Holder of CWT: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 731103 (value 37081545; 0.01% of shares outstanding; change 0.00)
Holder of CWT: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 885879 (value 44931783; 0.01% of shares outstanding; change 0.02)
Holder of CWT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 662916 (value 33623100; 0.01% of shares outstanding; change 0.03)
Holder of CWT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 768971 (value 39002210; 0.01% of shares outstanding; change 0.01)
Holder of CWT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1376685 (value 69825464; 0.02% of shares outstanding; change 0.02)
Holder of CWT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1894198 (value 96073724; 0.03% of shares outstanding; change 0.02)
Holder of CWT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1465251 (value 66082817; 0.02% of shares outstanding; change 0.01)
Holder of CWT: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-04-30: 1292535 (value 65557376; 0.02% of shares outstanding; change -0.06)
Holder of CWT: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-04-30: 740288 (value 33734923; 0.01% of shares outstanding; change -0.03)
Holder of CWT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 3632290 (value 164179510; 0.06% of shares outstanding; change 0.02)
Holder of CWT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1407820 (value 70714797; 0.02% of shares outstanding; change -0.04)
Holder of CWT: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-05-31: 752104 (value 39019156; 0.01% of shares outstanding; change 0.02)
Holder of CWT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3611991 (value 183200187; 0.06% of shares outstanding; change -0.01)
Holder of CWT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1421229 (value 72084736; 0.02% of shares outstanding; change 0.01)
Holder of CWT: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-06-30: 692593 (value 35128317; 0.01% of shares outstanding; change -0.08)
Holder of CWY.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 21151957 (value 49284058; 0.01% of shares outstanding; change 0.02)
Holder of CWY.AX: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 6221414 (value 14620322; 0.00% of shares outstanding; change 0.00)
Holder of CWY.AX: DFA INVESTMENT TRUST CO-The Asia Pacific Small Company Series
Shares held as of 2026-01-31: 6176552 (value 14514896; 0.00% of shares outstanding; change 2.57)
Holder of CWY.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 4941146 (value 11562281; 0.00% of shares outstanding; change 0.01)
Holder of CWY.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 32508748 (value 76395554; 0.01% of shares outstanding; change 0.00)
Holder of CWY.AX: AMERICAN FUNDS INSURANCE SERIES-Global Small Capitalization Fund
Shares held as of 2026-03-31: 16915471 (value 39920509; 0.01% of shares outstanding; change -0.01)
Holder of CWY.AX: COHEN & STEERS GLOBAL INFRASTRUCTURE Fd. INC-Cohen & Steers Global Inf
Shares held as of 2026-03-31: 6288536 (value 14840944; 0.00% of shares outstanding; change 0.15)
Holder of CWY.AX: SmallCap World Fund Inc
Shares held as of 2026-03-31: 147062903 (value 347068435; 0.07% of shares outstanding; change 0.00)
Holder of CWY.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 21794770 (value 51435654; 0.01% of shares outstanding; change 0.03)
Holder of CWY.AX: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 6525411 (value 15399969; 0.00% of shares outstanding; change 0.05)
Holder of CWY.AX: DFA INVESTMENT TRUST CO-The Asia Pacific Small Company Series
Shares held as of 2026-04-30: 11352579 (value 26792085; 0.01% of shares outstanding; change 0.84)
Holder of CWY.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 5102658 (value 12042272; 0.00% of shares outstanding; change 0.03)
Holder of CWY.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 32508748 (value 76720641; 0.01% of shares outstanding; change 0.00)
Holder of CWY.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 15882286 (value 37799842; 0.01% of shares outstanding; change 0.01)
Holder of CWY.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 8778583 (value 20893028; 0.00% of shares outstanding; change 0.00)
Holder of CWY.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 16005426 (value 37772803; 0.01% of shares outstanding; change 0.01)
Holder of CWY.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 8839941 (value 20862259; 0.00% of shares outstanding; change 0.01)
Holder of CX: -Price (T.Rowe) Emerging Markets Discovery Stock Trust
Shares held as of 2025-12-31: 12479971 (value 155625241; 0.01% of shares outstanding; change 0.13)