speb/financial-data huggingface dataset:
Holder of COCP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 187266 (value 209737; 0.01% of shares outstanding; change 0.00)
Holder of COCP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 49989 (value 48204; 0.00% of shares outstanding; change -0.06)
Holder of COCP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 6122 (value 5903; 0.00% of shares outstanding; change 0.00)
Holder of COCP: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 9629 (value 9285; 0.00% of shares outstanding; change 0.00)
Holder of COCP: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 8526 (value 8221; 0.00% of shares outstanding; change 0.00)
Holder of COCP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 52705 (value 47439; 0.00% of shares outstanding; change 0.00)
Holder of COCP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 187266 (value 168558; 0.01% of shares outstanding; change 0.00)
Holder of COCP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 49807 (value 52297; 0.00% of shares outstanding; change 0.00)
Holder of COCP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 6122 (value 6428; 0.00% of shares outstanding; change 0.00)
Holder of COCP: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 9629 (value 10110; 0.00% of shares outstanding; change 0.00)
Holder of COCP: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 8526 (value 8952; 0.00% of shares outstanding; change 0.00)
Holder of COCP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 49807 (value 44831; 0.00% of shares outstanding; change 0.00)
Holder of COCP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 6122 (value 5510; 0.00% of shares outstanding; change 0.00)
Holder of COCP: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 9629 (value 8667; 0.00% of shares outstanding; change 0.00)
Holder of COCP: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 8526 (value 7674; 0.00% of shares outstanding; change 0.00)
Holder of CODA: BERTOLET CAPITAL TRUST-Pinnacle Value Fund
Shares held as of 2025-12-31: 65391 (value 820003; 0.01% of shares outstanding; change 0.00)
Holder of CODA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 52601 (value 659616; 0.00% of shares outstanding; change -0.10)
Holder of CODA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 215464 (value 2701918; 0.02% of shares outstanding; change 0.00)
Holder of CODA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio
Shares held as of 2026-01-31: 10231 (value 102310; 0.00% of shares outstanding; change 0.00)
Holder of CODA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 22446 (value 224460; 0.00% of shares outstanding; change 0.00)
Holder of CODA: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Growth Fund
Shares held as of 2026-01-31: 43314 (value 433140; 0.00% of shares outstanding; change 0.00)
Holder of CODA: Perritt Funds Inc-Perritt MicroCap Opportunities Fund
Shares held as of 2026-01-31: 50000 (value 488500; 0.00% of shares outstanding; change 0.11)
Holder of CODA: NORTHERN LIGHTS FUND TRUST II-North Star Micro Cap Fund
Shares held as of 2026-02-28: 50000 (value 501999; 0.00% of shares outstanding; change 1.00)
Holder of CODA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 22825 (value 269335; 0.00% of shares outstanding; change 0.01)
Holder of CODA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 13223 (value 156031; 0.00% of shares outstanding; change 0.00)
Holder of CODA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 47124 (value 473124; 0.00% of shares outstanding; change -0.10)
Holder of CODA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 215464 (value 2163258; 0.02% of shares outstanding; change 0.00)
Holder of CODA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 13084 (value 154391; 0.00% of shares outstanding; change -0.01)
Holder of CODA: 1290 Funds-1290 Essex Small Cap Growth Fund
Shares held as of 2026-04-30: 41471 (value 416368; 0.00% of shares outstanding; change 1.00)
Holder of CODA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 22446 (value 225357; 0.00% of shares outstanding; change 0.00)
Holder of CODA: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 25954 (value 260578; 0.00% of shares outstanding; change 2.10)
Holder of CODA: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Growth Fund
Shares held as of 2026-04-30: 43314 (value 434872; 0.00% of shares outstanding; change 0.00)
Holder of CODA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 22742 (value 222189; 0.00% of shares outstanding; change 0.00)
Holder of CODA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 13223 (value 129188; 0.00% of shares outstanding; change 0.00)
Holder of CODA: Grandeur Peak Global Trust-Grandeur Peak Global Micro Cap Fund
Shares held as of 2026-04-30: 16351 (value 164164; 0.00% of shares outstanding; change 1.00)
Holder of CODA: Grandeur Peak Global Trust-Grandeur Peak Global Reach Fund
Shares held as of 2026-04-30: 27036 (value 271441; 0.00% of shares outstanding; change 1.00)
Holder of CODA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 13170 (value 128670; 0.00% of shares outstanding; change 0.01)
Holder of CODA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 22350 (value 224393; 0.00% of shares outstanding; change -0.02)
Holder of CODI: Brighthouse Funds Trust I-Brighthouse Small Cap Value Portfolio
Shares held as of 2025-12-31: 639275 (value 7255771; 0.01% of shares outstanding; change 0.11)
Holder of CODI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2109785 (value 23946060; 0.03% of shares outstanding; change 0.02)
Holder of CODI: Columbia Fd.s Series TRT I-Multi-Manager Small Cap Eqy. Strategies Fd.
Shares held as of 2026-02-28: 280140 (value 2809804; 0.00% of shares outstanding; change 0.17)
Holder of CODI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 658122 (value 6653613; 0.01% of shares outstanding; change 0.00)
Holder of CODI: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 333404 (value 3344042; 0.00% of shares outstanding; change 0.01)
Holder of CODI: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-03-31: 3049299 (value 32444542; 0.04% of shares outstanding; change 0.00)
Holder of CODI: American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 2905000 (value 32971751; 0.04% of shares outstanding; change -0.10)
Holder of CODI: American Century Capital Portfolios, Inc.-Small Cap Value Fund
Shares held as of 2026-03-31: 2905000 (value 29137149; 0.04% of shares outstanding; change -0.10)
Holder of CODI: Bridge Builder Trust-Bridge Builder Small/Mid Cap Value Fund
Shares held as of 2026-03-31: 621262 (value 6231257; 0.01% of shares outstanding; change 0.13)
Holder of CODI: Brighthouse Funds Trust I-Brighthouse Small Cap Value Portfolio
Shares held as of 2026-03-31: 685244 (value 6872997; 0.01% of shares outstanding; change 0.07)
Holder of CODI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2109785 (value 21161142; 0.03% of shares outstanding; change 0.00)
Holder of CODI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1649346 (value 18720077; 0.02% of shares outstanding; change 0.02)
Holder of CODI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 579624 (value 6578732; 0.01% of shares outstanding; change 0.00)
Holder of CODI: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-04-30: 2869499 (value 28924549; 0.04% of shares outstanding; change -0.06)
Holder of CODI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 664732 (value 6667261; 0.01% of shares outstanding; change 0.01)
Holder of CODI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1606296 (value 17042800; 0.02% of shares outstanding; change -0.03)
Holder of CODI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 573009 (value 6079625; 0.01% of shares outstanding; change -0.01)
Holder of CODI: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-05-31: 2763999 (value 27722909; 0.04% of shares outstanding; change -0.04)
Holder of CODI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1621560 (value 16264246; 0.02% of shares outstanding; change 0.01)
Holder of CODI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 577860 (value 5795935; 0.01% of shares outstanding; change 0.01)
Holder of CODX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 10185 (value 86878; 0.00% of shares outstanding; change 0.00)
Holder of CODX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 41624 (value 355052; 0.02% of shares outstanding; change 0.00)
Holder of CODX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 39 (value 219; 0.00% of shares outstanding; change 0.00)
Holder of CODX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 39 (value 120; 0.00% of shares outstanding; change 0.00)
Holder of CODX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 39 (value 81; 0.00% of shares outstanding; change 0.00)
Holder of COE: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-02-28: 2701 (value 43432; 0.00% of shares outstanding; change -0.05)
Holder of COF: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 6601535 (value 1240626424; 0.01% of shares outstanding; change -0.26)
Holder of COF: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 16031932 (value 3012880863; 0.03% of shares outstanding; change 0.02)
Holder of COF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 19973643 (value 3753646582; 0.03% of shares outstanding; change -0.01)
Holder of COF: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-01-31: 4481978 (value 903253020; 0.01% of shares outstanding; change 0.00)
Holder of COF: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 4152008 (value 842193287; 0.01% of shares outstanding; change -0.25)
Holder of COF: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 6347635 (value 1287554260; 0.01% of shares outstanding; change -0.04)
Holder of COF: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 7983001 (value 1500245319; 0.01% of shares outstanding; change -0.01)
Holder of COF: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 15881782 (value 3221460602; 0.03% of shares outstanding; change -0.01)
Holder of COF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 19747999 (value 4005684044; 0.03% of shares outstanding; change -0.01)
Holder of COF: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 5751799 (value 1166694888; 0.01% of shares outstanding; change -0.02)
Holder of COF: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 6722680 (value 1354821692; 0.01% of shares outstanding; change -0.23)
Holder of COF: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 8010544 (value 1614364922; 0.01% of shares outstanding; change 0.00)
Holder of COF: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-04-30: 4732871 (value 960015536; 0.01% of shares outstanding; change 0.06)
Holder of COF: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-04-30: 4372525 (value 881194957; 0.01% of shares outstanding; change 0.03)
Holder of COF: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 7462163 (value 1378485339; 0.01% of shares outstanding; change 0.03)
Holder of COF: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-04-30: 6090928 (value 1169153611; 0.01% of shares outstanding; change -0.09)
Holder of COF: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 8085412 (value 1658479669; 0.01% of shares outstanding; change 0.01)
Holder of COF: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 7999409 (value 1622600092; 0.01% of shares outstanding; change 0.00)
Holder of COF: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-05-31: 4201701 (value 806516494; 0.01% of shares outstanding; change -0.04)
Holder of COF: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 7535116 (value 1446365493; 0.01% of shares outstanding; change 0.01)
Holder of COF: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 8235792 (value 1670548019; 0.01% of shares outstanding; change 0.02)
Holder of COF: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-06-30: 4236493 (value 859330224; 0.01% of shares outstanding; change 0.01)
Holder of COF: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 7521353 (value 1525631214; 0.01% of shares outstanding; change 0.00)
Holder of COFS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 146803 (value 4609614; 0.02% of shares outstanding; change -0.06)
Holder of COFS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 465202 (value 14607342; 0.06% of shares outstanding; change 0.00)
Holder of COFS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 143050 (value 4559003; 0.02% of shares outstanding; change 0.03)
Holder of COFS: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 70805 (value 2295497; 0.01% of shares outstanding; change 0.01)
Holder of COFS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 77798 (value 2472420; 0.01% of shares outstanding; change 0.06)
Holder of COFS: John Hancock Financial Opportunities Fund
Shares held as of 2026-03-31: 98216 (value 3198895; 0.01% of shares outstanding; change 0.00)
Holder of COFS: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-03-31: 104791 (value 3413042; 0.01% of shares outstanding; change 0.00)
Holder of COFS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 151552 (value 4958781; 0.02% of shares outstanding; change 0.03)
Holder of COFS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 465202 (value 15221410; 0.06% of shares outstanding; change 0.00)
Holder of COFS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 350565 (value 11007740; 0.05% of shares outstanding; change 0.01)
Holder of COFS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 120116 (value 3771642; 0.02% of shares outstanding; change 0.00)
Holder of COFS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 77515 (value 2635510; 0.01% of shares outstanding; change 0.00)
Holder of COFS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 143674 (value 4701013; 0.02% of shares outstanding; change 0.00)
Holder of COFS: John Hancock Financial Opportunities Fund
Shares held as of 2026-04-30: 98216 (value 3184162; 0.01% of shares outstanding; change 0.00)
Holder of COFS: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-04-30: 104791 (value 3554510; 0.01% of shares outstanding; change 0.00)
Holder of COFS: ProShares Trust-ProShares Russell 2000 Dividend Growers ETF
Shares held as of 2026-04-30: 219409 (value 6972818; 0.03% of shares outstanding; change 0.00)
Holder of COFS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 336945 (value 11429173; 0.05% of shares outstanding; change -0.04)
Holder of COFS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 118751 (value 4028033; 0.02% of shares outstanding; change -0.01)
Holder of COFS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 97836 (value 3171842; 0.01% of shares outstanding; change 0.52)
Holder of COFS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 74453 (value 2436102; 0.01% of shares outstanding; change -0.04)
Holder of COFS: John Hancock Financial Opportunities Fund
Shares held as of 2026-05-31: 98216 (value 3213627; 0.01% of shares outstanding; change 0.00)
Holder of COFS: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-05-31: 104791 (value 3428761; 0.01% of shares outstanding; change 0.00)
Holder of COFS: ProShares Trust-ProShares Russell 2000 Dividend Growers ETF
Shares held as of 2026-05-31: 220846 (value 7491095; 0.03% of shares outstanding; change 0.01)
Holder of COFS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 340125 (value 11128890; 0.05% of shares outstanding; change 0.01)
Holder of COFS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 124198 (value 4063758; 0.02% of shares outstanding; change 0.05)
Holder of COFS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 143686 (value 4701406; 0.02% of shares outstanding; change 0.47)
Holder of COFS: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 114830 (value 3757237; 0.02% of shares outstanding; change 1.00)
Holder of COGT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1655846 (value 57888374; 0.01% of shares outstanding; change 0.10)
Holder of COGT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1653561 (value 57808491; 0.01% of shares outstanding; change 1.00)
Holder of COGT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4556720 (value 159302927; 0.03% of shares outstanding; change 0.12)
Holder of COGT: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 2509157 (value 86666285; 0.01% of shares outstanding; change 0.00)
Holder of COGT: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-03-31: 1834818 (value 64145235; 0.01% of shares outstanding; change -0.08)
Holder of COGT: Fidelity Securities Fund-Fidelity OTC Portfolio
Shares held as of 2026-03-31: 1873600 (value 65501054; 0.01% of shares outstanding; change 0.00)
Holder of COGT: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 1691394 (value 59131132; 0.01% of shares outstanding; change 0.00)
Holder of COGT: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-03-31: 2280000 (value 79708797; 0.01% of shares outstanding; change -0.11)
Holder of COGT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1712021 (value 68069952; 0.01% of shares outstanding; change 0.03)
Holder of COGT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3555314 (value 141359278; 0.02% of shares outstanding; change 1.15)
Holder of COGT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2264034 (value 90017988; 0.01% of shares outstanding; change 1.12)
Holder of COGT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4907465 (value 195120800; 0.03% of shares outstanding; change 0.08)
Holder of COGT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3495263 (value 122194391; 0.02% of shares outstanding; change 0.03)
Holder of COGT: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-04-30: 1834818 (value 63374615; 0.01% of shares outstanding; change 0.00)
Holder of COGT: Fidelity Securities Fund-Fidelity OTC Portfolio
Shares held as of 2026-04-30: 1873600 (value 64714145; 0.01% of shares outstanding; change 0.00)
Holder of COGT: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 2509157 (value 99764078; 0.01% of shares outstanding; change 0.00)
Holder of COGT: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-04-30: 1900000 (value 65626001; 0.01% of shares outstanding; change -0.17)
Holder of COGT: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 2625102 (value 90671025; 0.02% of shares outstanding; change 0.12)
Holder of COGT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3365597 (value 130214943; 0.02% of shares outstanding; change -0.04)
Holder of COGT: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-05-31: 1834818 (value 72952360; 0.01% of shares outstanding; change 0.00)
Holder of COGT: Fidelity Securities Fund-Fidelity OTC Portfolio
Shares held as of 2026-05-31: 1873600 (value 74494332; 0.01% of shares outstanding; change 0.00)
Holder of COGT: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-05-31: 1750000 (value 69579997; 0.01% of shares outstanding; change -0.08)
Holder of COGT: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 2599424 (value 103898980; 0.02% of shares outstanding; change -0.01)
Holder of COGT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3424079 (value 136141375; 0.02% of shares outstanding; change 0.02)
Holder of COGT: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 3161289 (value 125692845; 0.02% of shares outstanding; change 0.22)
Holder of COH.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 615703 (value 62229102; 0.01% of shares outstanding; change 0.02)
Holder of COH.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-01-31: 177190 (value 20933226; 0.00% of shares outstanding; change 0.04)
Holder of COH.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 144219 (value 17038032; 0.00% of shares outstanding; change 0.02)
Holder of COH.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 953928 (value 113069084; 0.01% of shares outstanding; change 0.01)
Holder of COH.AX: BNY Mellon Strategic Funds, Inc.-BNY Mellon International Stock Fund
Shares held as of 2026-02-28: 251800 (value 28103398; 0.00% of shares outstanding; change -0.17)
Holder of COH.AX: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 136082 (value 16076727; 0.00% of shares outstanding; change 0.01)
Holder of COH.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 240597 (value 24317138; 0.00% of shares outstanding; change 0.01)
Holder of COH.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 632394 (value 70581494; 0.01% of shares outstanding; change 0.03)
Holder of COH.AX: AIM Intl Mutual Fd.s -Invesco Intl Small-Mid Company Fd.
Shares held as of 2026-04-30: 154055 (value 17194078; 0.00% of shares outstanding; change 0.25)
Holder of COH.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 243456 (value 28856839; 0.00% of shares outstanding; change 0.01)
Holder of COH.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-04-30: 180066 (value 20097166; 0.00% of shares outstanding; change 0.02)
Holder of COH.AX: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-04-30: 204883 (value 22866991; 0.00% of shares outstanding; change 0.77)
Holder of COH.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 954596 (value 106542460; 0.01% of shares outstanding; change 0.00)
Holder of COH.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 463472 (value 58038280; 0.01% of shares outstanding; change 0.00)
Holder of COH.AX: iShares Trust-iShares ESG Aware MSCI EAFE ETF
Shares held as of 2026-04-30: 135655 (value 14074206; 0.00% of shares outstanding; change 0.00)
Holder of COH.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 228382 (value 26981049; 0.00% of shares outstanding; change 0.02)
Holder of COH.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 246056 (value 27462310; 0.00% of shares outstanding; change 0.01)
Holder of COH.AX: Goldman Sachs ETF TRT-Goldman Sachs ActiveBeta(R) Intl Eqy. ETF
Shares held as of 2026-05-31: 144290 (value 17046420; 0.00% of shares outstanding; change 0.67)
Holder of COH.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 483328 (value 53944238; 0.01% of shares outstanding; change 0.04)
Holder of COH.AX: iShares Trust-iShares ESG Aware MSCI EAFE ETF
Shares held as of 2026-05-31: 166409 (value 18572908; 0.00% of shares outstanding; change 0.23)
Holder of COH.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 228382 (value 25489715; 0.00% of shares outstanding; change 0.00)
Holder of COHN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 8106 (value 89166; 0.00% of shares outstanding; change 0.00)
Holder of COHN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4516 (value 49676; 0.00% of shares outstanding; change 0.00)
Holder of COHN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 1816 (value 21610; 0.00% of shares outstanding; change 0.00)
Holder of COHN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 1391 (value 15954; 0.00% of shares outstanding; change 1.00)
Holder of COHN: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 2140 (value 29061; 0.00% of shares outstanding; change 0.20)
Holder of COHN: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 2944 (value 39626; 0.00% of shares outstanding; change 1.00)
Holder of COHN: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 4500 (value 60570; 0.00% of shares outstanding; change 0.00)
Holder of COHN: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 2500 (value 33650; 0.00% of shares outstanding; change 1.00)
Holder of COHN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 6354 (value 72880; 0.00% of shares outstanding; change 0.18)
Holder of COHN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 1594 (value 18283; 0.00% of shares outstanding; change 0.27)
Holder of COHN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 1742 (value 19980; 0.00% of shares outstanding; change 0.00)
Holder of COHN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 8106 (value 109106; 0.00% of shares outstanding; change 0.00)
Holder of COHN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 15179 (value 204309; 0.01% of shares outstanding; change 2.36)
Holder of COHN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 1816 (value 24443; 0.00% of shares outstanding; change 0.00)
Holder of COHN: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 2405 (value 32371; 0.00% of shares outstanding; change 0.12)
Holder of COHN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 6331 (value 85974; 0.00% of shares outstanding; change 0.00)
Holder of COHN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 1742 (value 23656; 0.00% of shares outstanding; change 0.00)
Holder of COHN: Unified Series Trust-Auer Growth Fund
Shares held as of 2026-04-30: 20000 (value 262399; 0.01% of shares outstanding; change 1.00)
Holder of COHN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 5923 (value 79723; 0.00% of shares outstanding; change -0.06)
Holder of COHN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 1742 (value 23447; 0.00% of shares outstanding; change 0.00)
Holder of COHN: Unified Series Trust-Auer Growth Fund
Shares held as of 2026-05-31: 53000 (value 713380; 0.02% of shares outstanding; change 1.65)
Holder of COHR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1693763 (value 612244513; 0.01% of shares outstanding; change 0.02)
Holder of COHR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 2012412 (value 727426568; 0.01% of shares outstanding; change -0.03)
Holder of COHR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3566066 (value 1289025881; 0.02% of shares outstanding; change -0.03)
Holder of COHR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4941139 (value 1786073520; 0.03% of shares outstanding; change 0.01)
Holder of COHR: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 1673005 (value 651752570; 0.01% of shares outstanding; change -0.27)
Holder of COHR: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1732605 (value 489270351; 0.01% of shares outstanding; change 0.11)
Holder of COHR: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2394289 (value 865463647; 0.01% of shares outstanding; change 1.00)
Holder of COHR: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 1651303 (value 622524701; 0.01% of shares outstanding; change -0.07)
Holder of COHR: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 4771550 (value 1347438074; 0.02% of shares outstanding; change 1.00)
Holder of COHR: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 2024469 (value 571689830; 0.01% of shares outstanding; change 1.00)
Holder of COHR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2161473 (value 610378392; 0.01% of shares outstanding; change -0.39)
Holder of COHR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5953157 (value 1681112092; 0.03% of shares outstanding; change 0.20)
Holder of COHR: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 2402556 (value 935963758; 0.01% of shares outstanding; change 0.00)
Holder of COHR: Fidelity Select Portfolios-Select Semiconductors Portfolio
Shares held as of 2026-04-30: 1524822 (value 594024917; 0.01% of shares outstanding; change 0.36)
Holder of COHR: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2240159 (value 862528417; 0.01% of shares outstanding; change 0.03)
Holder of COHR: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2424970 (value 808387963; 0.01% of shares outstanding; change 0.01)
Holder of COHR: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2399211 (value 677513229; 0.01% of shares outstanding; change 0.00)
Holder of COHR: Fidelity Select Portfolios-Select Semiconductors Portfolio
Shares held as of 2026-05-31: 1842562 (value 520321110; 0.01% of shares outstanding; change 0.21)
Holder of COHR: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-05-31: 1453191 (value 460734188; 0.01% of shares outstanding; change 0.01)
Holder of COHR: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 2262068 (value 717188631; 0.01% of shares outstanding; change 0.01)
Holder of COHR: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2469878 (value 697468884; 0.01% of shares outstanding; change 0.02)
Holder of COHR: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-06-30: 1543742 (value 435937325; 0.01% of shares outstanding; change 0.06)
Holder of COHR: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2364309 (value 667657253; 0.01% of shares outstanding; change 0.05)
Holder of COHU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 507914 (value 26792463; 0.01% of shares outstanding; change 0.04)
Holder of COHU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1387607 (value 73196269; 0.03% of shares outstanding; change 0.00)
Holder of COHU: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-01-31: 573078 (value 39771614; 0.01% of shares outstanding; change -0.15)
Holder of COHU: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 447277 (value 31041024; 0.01% of shares outstanding; change 0.01)
Holder of COHU: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1165171 (value 59074170; 0.02% of shares outstanding; change 0.03)
Holder of COHU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 519061 (value 26316393; 0.01% of shares outstanding; change 0.02)
Holder of COHU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1401257 (value 71043730; 0.03% of shares outstanding; change 0.01)
Holder of COHU: Victory Portfolios-Victory Sycamore Small Company Opportunity Fund
Shares held as of 2026-03-31: 1565000 (value 79345501; 0.03% of shares outstanding; change -0.13)
Holder of COHU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1121479 (value 59158017; 0.02% of shares outstanding; change 0.02)
Holder of COHU: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-04-30: 486405 (value 24660733; 0.01% of shares outstanding; change -0.15)
Holder of COHU: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 451797 (value 23127487; 0.01% of shares outstanding; change 0.01)
Holder of COHU: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 504847 (value 25595743; 0.01% of shares outstanding; change 2.31)
Holder of COHU: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 424760 (value 29478344; 0.01% of shares outstanding; change 0.00)
Holder of COHU: Thrivent Mutual Funds-Thrivent Small Cap Stock Fund
Shares held as of 2026-04-30: 507905 (value 25750783; 0.01% of shares outstanding; change 1.00)
Holder of COHU: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2846733 (value 197563274; 0.06% of shares outstanding; change 0.02)
Holder of COHU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1083389 (value 64212466; 0.02% of shares outstanding; change -0.03)
Holder of COHU: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 435091 (value 30195316; 0.01% of shares outstanding; change -0.05)
Holder of COHU: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2830153 (value 143488759; 0.06% of shares outstanding; change -0.01)
Holder of COHU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1101599 (value 55851070; 0.02% of shares outstanding; change 0.02)
Holder of COHU: Invesco Exchange-Traded Fund Trust-Invesco Semiconductors ETF
Shares held as of 2026-06-30: 1463427 (value 74195750; 0.03% of shares outstanding; change 1.00)
Holder of COIN: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 5754122 (value 1087701674; 0.03% of shares outstanding; change 0.03)
Holder of COIN: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 2514654 (value 475345042; 0.01% of shares outstanding; change -0.03)
Holder of COIN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 6814168 (value 1288082168; 0.03% of shares outstanding; change 0.01)
Holder of COIN: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2848404 (value 538433804; 0.01% of shares outstanding; change -0.02)
Holder of COIN: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 5666725 (value 896985862; 0.03% of shares outstanding; change -0.02)
Holder of COIN: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 2505656 (value 396620271; 0.01% of shares outstanding; change 0.00)
Holder of COIN: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund
Shares held as of 2026-03-31: 1611651 (value 255108225; 0.01% of shares outstanding; change -0.11)
Holder of COIN: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 4176040 (value 661025343; 0.02% of shares outstanding; change -0.03)
Holder of COIN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6729534 (value 1065217891; 0.03% of shares outstanding; change -0.01)
Holder of COIN: ARK ETF Trust-ARK Innovation ETF
Shares held as of 2026-04-30: 1460978 (value 222653038; 0.01% of shares outstanding; change -0.03)
Holder of COIN: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 2858239 (value 466636083; 0.01% of shares outstanding; change 0.00)
Holder of COIN: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-04-30: 1560105 (value 254702733; 0.01% of shares outstanding; change 0.03)
Holder of COIN: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2658862 (value 424832967; 0.01% of shares outstanding; change 0.03)
Holder of COIN: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2884930 (value 487178115; 0.01% of shares outstanding; change 0.01)
Holder of COIN: ARK ETF Trust-ARK Innovation ETF
Shares held as of 2026-05-31: 1513011 (value 255502160; 0.01% of shares outstanding; change 0.04)
Holder of COIN: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2854259 (value 451800637; 0.01% of shares outstanding; change 0.00)
Holder of COIN: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-05-31: 1499391 (value 238837982; 0.01% of shares outstanding; change -0.04)
Holder of COIN: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 2684992 (value 427692357; 0.01% of shares outstanding; change 0.01)
Holder of COIN: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2938490 (value 465133562; 0.01% of shares outstanding; change 0.02)
Holder of COIN: ARK ETF Trust-ARK Innovation ETF
Shares held as of 2026-06-30: 1593256 (value 252196481; 0.01% of shares outstanding; change 0.05)
Holder of COIN: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-06-30: 1514347 (value 239705976; 0.01% of shares outstanding; change 0.01)
Holder of COIN: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2688303 (value 425531463; 0.01% of shares outstanding; change 0.00)
Holder of COK.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 229833 (value 6653665; 0.01% of shares outstanding; change 0.00)
Holder of COK.DE: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 224308 (value 6493716; 0.01% of shares outstanding; change 0.24)
Holder of COK.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 75928 (value 2198115; 0.00% of shares outstanding; change 0.17)
Holder of COK.DE: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 99974 (value 2894247; 0.00% of shares outstanding; change 0.08)
Holder of COK.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 61266 (value 1773650; 0.00% of shares outstanding; change 0.04)
Holder of COK.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 89761 (value 2598581; 0.00% of shares outstanding; change 0.04)
Holder of COK.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 356228 (value 10312800; 0.01% of shares outstanding; change 0.00)
Holder of COK.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 236592 (value 5666378; 0.01% of shares outstanding; change 0.03)
Holder of COK.DE: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 98902 (value 2368702; 0.00% of shares outstanding; change -0.56)
Holder of COK.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 155928 (value 3734475; 0.01% of shares outstanding; change 3.55)
Holder of COK.DE: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 125446 (value 3004431; 0.00% of shares outstanding; change 0.25)
Holder of COK.DE: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-04-30: 62726 (value 1815917; 0.00% of shares outstanding; change 0.00)
Holder of COK.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 58630 (value 1404188; 0.00% of shares outstanding; change -0.04)
Holder of COK.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 93485 (value 2238965; 0.00% of shares outstanding; change 0.04)
Holder of COK.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 356228 (value 8531660; 0.01% of shares outstanding; change 0.00)
Holder of COK.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 245951 (value 7120281; 0.01% of shares outstanding; change 0.01)
Holder of COK.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 99156 (value 2870566; 0.00% of shares outstanding; change 0.00)
Holder of COK.DE: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-05-31: 62662 (value 1500754; 0.00% of shares outstanding; change 0.00)
Holder of COK.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 247946 (value 5938306; 0.01% of shares outstanding; change 0.01)
Holder of COK.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 99156 (value 2374786; 0.00% of shares outstanding; change 0.00)
Holder of COKE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 609172 (value 105545137; 0.01% of shares outstanding; change -0.05)
Holder of COKE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 724302 (value 125492560; 0.01% of shares outstanding; change 0.09)
Holder of COKE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1283623 (value 222400513; 0.02% of shares outstanding; change 0.08)
Holder of COKE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1775906 (value 307693463; 0.03% of shares outstanding; change 0.13)
Holder of COKE: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 1339831 (value 251740845; 0.02% of shares outstanding; change -0.12)
Holder of COKE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 631087 (value 116561766; 0.01% of shares outstanding; change 0.04)
Holder of COKE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 728856 (value 134619700; 0.01% of shares outstanding; change 0.01)
Holder of COKE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1303152 (value 240692170; 0.02% of shares outstanding; change 0.02)
Holder of COKE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1799412 (value 332351390; 0.03% of shares outstanding; change 0.01)
Holder of COKE: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-04-30: 1438279 (value 270238240; 0.03% of shares outstanding; change 0.01)
Holder of COKE: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 494532 (value 92917617; 0.01% of shares outstanding; change 0.01)
Holder of COKE: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-04-30: 1339831 (value 262111145; 0.02% of shares outstanding; change 0.00)
Holder of COKE: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 427959 (value 80409216; 0.01% of shares outstanding; change 0.00)
Holder of COKE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1910959 (value 346915484; 0.03% of shares outstanding; change 0.02)
Holder of COKE: iShares Trust-iShares S&P Mid-Cap 400 Growth ETF
Shares held as of 2026-04-30: 343417 (value 62343919; 0.01% of shares outstanding; change 0.00)
Holder of COKE: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-05-31: 1454694 (value 262921401; 0.03% of shares outstanding; change 0.01)
Holder of COKE: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 499631 (value 90303309; 0.01% of shares outstanding; change 0.01)
Holder of COKE: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 1472088 (value 271894649; 0.03% of shares outstanding; change 0.10)
Holder of COKE: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 423779 (value 74491872; 0.01% of shares outstanding; change -0.01)
Holder of COKE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1919039 (value 354446497; 0.03% of shares outstanding; change 0.00)
Holder of COKE: iShares Trust-iShares S&P Mid-Cap 400 Growth ETF
Shares held as of 2026-05-31: 339700 (value 61397379; 0.01% of shares outstanding; change -0.01)
Holder of COKE: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-06-30: 1485716 (value 274411740; 0.03% of shares outstanding; change 0.02)
Holder of COKE: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 324992 (value 60026021; 0.01% of shares outstanding; change -0.35)
Holder of COKE: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 434859 (value 80318455; 0.01% of shares outstanding; change 0.03)
Holder of COKE: iShares Trust-iShares S&P Mid-Cap 400 Growth ETF
Shares held as of 2026-06-30: 336056 (value 62069542; 0.01% of shares outstanding; change -0.01)