speb/financial-data huggingface dataset:
Holder of CLS.TO: Franklin Custodian Funds-FRANKLIN DYNATECH FUND
Shares held as of 2026-03-31: 2000000 (value 860140014; 0.02% of shares outstanding; change 0.05)
Holder of CLS.TO: JPMorgan Trust II-JPMorgan Large Cap Growth Fund
Shares held as of 2026-03-31: 1688766 (value 726287605; 0.01% of shares outstanding; change 0.00)
Holder of CLS.TO: SmallCap World Fund Inc
Shares held as of 2026-03-31: 596196 (value 256406018; 0.01% of shares outstanding; change -0.05)
Holder of CLS.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1107846 (value 476451337; 0.01% of shares outstanding; change 0.02)
Holder of CLS.TO: BlackRock ETF Trust-iShares A.I. Innovation and Tech Active ETF
Shares held as of 2026-04-30: 651762 (value 342442254; 0.01% of shares outstanding; change 0.09)
Holder of CLS.TO: Fidelity Advisor Series I-Fidelity Advisor Growth Opportunities Fund
Shares held as of 2026-04-30: 626300 (value 323947405; 0.01% of shares outstanding; change 0.44)
Holder of CLS.TO: Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio
Shares held as of 2026-04-30: 801662 (value 414651645; 0.01% of shares outstanding; change -0.16)
Holder of CLS.TO: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-04-30: 2006395 (value 1037787730; 0.02% of shares outstanding; change 0.03)
Holder of CLS.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1675715 (value 720674762; 0.01% of shares outstanding; change 0.00)
Holder of CLS.TO: Fidelity Advisor Series I-Fidelity Advisor Growth Opportunities Fund
Shares held as of 2026-05-31: 676300 (value 290856345; 0.01% of shares outstanding; change 0.08)
Holder of CLS.TO: Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio
Shares held as of 2026-05-31: 757641 (value 325838670; 0.01% of shares outstanding; change -0.05)
Holder of CLS.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 554274 (value 238376623; 0.00% of shares outstanding; change 0.02)
Holder of CLS.TO: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-05-31: 2001595 (value 860825976; 0.02% of shares outstanding; change 0.00)
Holder of CLS.TO: Fidelity Securities Fund-Fidelity Blue Chip Growth K6 Fund
Shares held as of 2026-05-31: 466196 (value 200496917; 0.00% of shares outstanding; change -0.01)
Holder of CLSK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 3035080 (value 55511615; 0.62% of shares outstanding; change 0.01)
Holder of CLSK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 7658305 (value 140070405; 0.00% of shares outstanding; change -0.09)
Holder of CLSK: VANGUARD TAX-MANAGED FUNDS-Vanguard Tax-Managed Small-Cap Fund
Shares held as of 2025-12-31: 1852114 (value 33875166; 0.38% of shares outstanding; change 0.00)
Holder of CLSK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 2733092 (value 47118505; 0.56% of shares outstanding; change 9.55)
Holder of CLSK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 2719401 (value 46882472; 0.56% of shares outstanding; change 0.01)
Holder of CLSK: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 7034279 (value 102137734; 0.00% of shares outstanding; change 0.03)
Holder of CLSK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2850000 (value 41382001; 0.58% of shares outstanding; change -0.06)
Holder of CLSK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7736632 (value 112335900; 0.00% of shares outstanding; change 0.01)
Holder of CLSK: VANGUARD TAX-MANAGED FUNDS-Vanguard Tax-Managed Small-Cap Fund
Shares held as of 2026-03-31: 1852114 (value 31930444; 0.38% of shares outstanding; change 0.00)
Holder of CLSK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 6204719 (value 113484316; 0.00% of shares outstanding; change -0.08)
Holder of CLSK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 2171944 (value 39724857; 0.45% of shares outstanding; change -0.09)
Holder of CLSK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 3323888 (value 48262855; 0.68% of shares outstanding; change 0.22)
Holder of CLSK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 1930680 (value 28033474; 0.40% of shares outstanding; change 0.66)
Holder of CLSK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 2501518 (value 36322042; 0.51% of shares outstanding; change -0.08)
Holder of CLSK: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 2341076 (value 40360149; 0.48% of shares outstanding; change 0.01)
Holder of CLSK: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 15588722 (value 268749563; 0.00% of shares outstanding; change 0.02)
Holder of CLSK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 5962056 (value 75241146; 0.00% of shares outstanding; change -0.04)
Holder of CLSK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 2158163 (value 27236016; 0.44% of shares outstanding; change -0.01)
Holder of CLSK: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 2347988 (value 29115050; 0.48% of shares outstanding; change 0.00)
Holder of CLSK: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 15513613 (value 225257667; 0.00% of shares outstanding; change 0.00)
Holder of CLSK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 6038530 (value 87679458; 0.00% of shares outstanding; change 0.01)
Holder of CLSK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 2186012 (value 31740895; 0.45% of shares outstanding; change 0.01)
Holder of CLSK: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 2347932 (value 34091973; 0.48% of shares outstanding; change 0.00)
Holder of CLST: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 41679 (value 663529; 0.01% of shares outstanding; change -0.05)
Holder of CLST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 147942 (value 2355236; 0.04% of shares outstanding; change 0.00)
Holder of CLST: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 656 (value 10443; 0.00% of shares outstanding; change 1.00)
Holder of CLST: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-01-31: 1959 (value 32186; 0.00% of shares outstanding; change 0.00)
Holder of CLST: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 614 (value 10192; 0.00% of shares outstanding; change 0.00)
Holder of CLST: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 14103 (value 224942; 0.00% of shares outstanding; change 0.00)
Holder of CLST: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 5709 (value 91058; 0.00% of shares outstanding; change 0.00)
Holder of CLST: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 7094 (value 113149; 0.00% of shares outstanding; change 0.00)
Holder of CLST: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 41679 (value 691871; 0.01% of shares outstanding; change 0.00)
Holder of CLST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 147942 (value 2455837; 0.04% of shares outstanding; change 0.00)
Holder of CLST: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 519 (value 8615; 0.00% of shares outstanding; change -0.21)
Holder of CLST: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 9074 (value 144730; 0.00% of shares outstanding; change -0.01)
Holder of CLST: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 14052 (value 231998; 0.00% of shares outstanding; change 0.00)
Holder of CLST: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 5709 (value 94255; 0.00% of shares outstanding; change 0.00)
Holder of CLST: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 7094 (value 117121; 0.00% of shares outstanding; change 0.00)
Holder of CLST: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-04-30: 1959 (value 32519; 0.00% of shares outstanding; change 0.00)
Holder of CLST: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 9134 (value 151533; 0.00% of shares outstanding; change 0.01)
Holder of CLST: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 13500 (value 224100; 0.00% of shares outstanding; change -0.04)
Holder of CLST: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 5159 (value 85639; 0.00% of shares outstanding; change -0.10)
Holder of CLST: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 7094 (value 117760; 0.00% of shares outstanding; change 0.00)
Holder of CLST: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 9014 (value 149632; 0.00% of shares outstanding; change -0.01)
Holder of CLVT: ALPS SERIES TRUST-Clarkston Founders Fund
Shares held as of 2025-12-31: 13555000 (value 34294149; 0.02% of shares outstanding; change 0.00)
Holder of CLVT: ALPS SERIES TRUST-Clarkston Partners Fund
Shares held as of 2025-12-31: 16275000 (value 41175749; 0.03% of shares outstanding; change -0.03)
Holder of CLVT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 4812987 (value 12176856; 0.01% of shares outstanding; change 0.00)
Holder of CLVT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 4097830 (value 8359573; 0.01% of shares outstanding; change 0.43)
Holder of CLVT: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 3217327 (value 6949426; 0.01% of shares outstanding; change -0.09)
Holder of CLVT: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-01-31: 3804281 (value 7760733; 0.01% of shares outstanding; change -0.08)
Holder of CLVT: TRANSAMERICA FUNDS-Transamerica Mid Cap Value Opportunities
Shares held as of 2026-01-31: 2864300 (value 6330103; 0.00% of shares outstanding; change 0.86)
Holder of CLVT: ALPS SERIES TRUST-Clarkston Founders Fund
Shares held as of 2026-03-31: 8100000 (value 16523999; 0.01% of shares outstanding; change -0.40)
Holder of CLVT: ALPS SERIES TRUST-Clarkston Partners Fund
Shares held as of 2026-03-31: 13800000 (value 28151999; 0.02% of shares outstanding; change -0.15)
Holder of CLVT: Advanced Series Trust-AST PGIM Aggressive Multi-Asset Portfolio
Shares held as of 2026-03-31: 2888571 (value 5892684; 0.00% of shares outstanding; change 2.13)
Holder of CLVT: Prudential Series Fund-PSF PGIM FLEXIBLE MANAGED PORTFOLIO
Shares held as of 2026-03-31: 2860800 (value 5836031; 0.00% of shares outstanding; change 1.66)
Holder of CLVT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 4949627 (value 10097238; 0.01% of shares outstanding; change 0.03)
Holder of CLVT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 11142156 (value 26852596; 0.02% of shares outstanding; change 0.03)
Holder of CLVT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 4942526 (value 10082752; 0.01% of shares outstanding; change 0.21)
Holder of CLVT: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 3234522 (value 6598424; 0.01% of shares outstanding; change 0.01)
Holder of CLVT: First TRT Exch-Trd AlphaDEX Fd.-First TRT Technology AlphaDEX Fd.
Shares held as of 2026-04-30: 8416667 (value 18600834; 0.01% of shares outstanding; change 0.55)
Holder of CLVT: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-04-30: 5325001 (value 10863001; 0.01% of shares outstanding; change 0.40)
Holder of CLVT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 11748916 (value 25965104; 0.02% of shares outstanding; change 0.05)
Holder of CLVT: First TRT Exch-Trd AlphaDEX Fd.-First TRT Technology AlphaDEX Fd.
Shares held as of 2026-05-31: 8469238 (value 20241479; 0.01% of shares outstanding; change 0.01)
Holder of CLVT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 12455574 (value 25409370; 0.02% of shares outstanding; change 0.06)
Holder of CLVT: First TRT Exch-Trd AlphaDEX Fd.-First TRT Technology AlphaDEX Fd.
Shares held as of 2026-06-30: 13410912 (value 27358259; 0.02% of shares outstanding; change 0.58)
Holder of CLW: Longleaf Partners Funds Trust-Longleaf Partners Small-Cap Fund
Shares held as of 2025-12-31: 1378835 (value 22475009; 0.09% of shares outstanding; change 0.47)
Holder of CLW: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 176632 (value 2879101; 0.01% of shares outstanding; change -0.02)
Holder of CLW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 488515 (value 7962794; 0.03% of shares outstanding; change 0.00)
Holder of CLW: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 160483 (value 2694509; 0.01% of shares outstanding; change 0.03)
Holder of CLW: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio
Shares held as of 2026-01-31: 248011 (value 4164104; 0.02% of shares outstanding; change 0.00)
Holder of CLW: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 225323 (value 3783173; 0.01% of shares outstanding; change 0.00)
Holder of CLW: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-01-31: 237995 (value 3995936; 0.01% of shares outstanding; change -0.08)
Holder of CLW: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 354611 (value 5964556; 0.02% of shares outstanding; change 0.50)
Holder of CLW: Longleaf Partners Funds Trust-Longleaf Partners Small-Cap Fund
Shares held as of 2026-03-31: 1522835 (value 25614084; 0.09% of shares outstanding; change 0.10)
Holder of CLW: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 176632 (value 2970950; 0.01% of shares outstanding; change 0.00)
Holder of CLW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 488515 (value 8216822; 0.03% of shares outstanding; change 0.00)
Holder of CLW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 371445 (value 6054553; 0.02% of shares outstanding; change 0.02)
Holder of CLW: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 174021 (value 2678183; 0.01% of shares outstanding; change 0.00)
Holder of CLW: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 166083 (value 2793516; 0.01% of shares outstanding; change 0.03)
Holder of CLW: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio
Shares held as of 2026-04-30: 248011 (value 4171544; 0.02% of shares outstanding; change 0.00)
Holder of CLW: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 225323 (value 3789932; 0.01% of shares outstanding; change 0.00)
Holder of CLW: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-04-30: 269137 (value 4526884; 0.02% of shares outstanding; change 0.13)
Holder of CLW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 356917 (value 5682118; 0.02% of shares outstanding; change -0.04)
Holder of CLW: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 173815 (value 2643726; 0.01% of shares outstanding; change 0.00)
Holder of CLW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 360309 (value 6060397; 0.02% of shares outstanding; change 0.01)
Holder of CLW: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 173448 (value 2917395; 0.01% of shares outstanding; change 0.00)
Holder of CLWT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 4600 (value 5658; 0.00% of shares outstanding; change 0.00)
Holder of CLWT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 4600 (value 7866; 0.00% of shares outstanding; change 0.00)
Holder of CLWT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 4600 (value 7222; 0.00% of shares outstanding; change 0.00)
Holder of CLX: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 3075746 (value 276878644; 0.03% of shares outstanding; change 0.02)
Holder of CLX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2768146 (value 249188493; 0.02% of shares outstanding; change 0.91)
Holder of CLX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1784745 (value 160662738; 0.01% of shares outstanding; change 0.92)
Holder of CLX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3843267 (value 345970882; 0.03% of shares outstanding; change 0.00)
Holder of CLX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1544148 (value 139004197; 0.01% of shares outstanding; change -0.01)
Holder of CLX: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3072901 (value 293615699; 0.03% of shares outstanding; change 0.00)
Holder of CLX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2787629 (value 266357959; 0.02% of shares outstanding; change 0.01)
Holder of CLX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1775341 (value 169633837; 0.01% of shares outstanding; change -0.01)
Holder of CLX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3833791 (value 366318741; 0.03% of shares outstanding; change 0.00)
Holder of CLX: AIM Sector Funds (Invesco Sector Funds)-INVESCO COMSTOCK FUND
Shares held as of 2026-04-30: 1517257 (value 144973910; 0.01% of shares outstanding; change 0.20)
Holder of CLX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 1549461 (value 148438368; 0.01% of shares outstanding; change 0.00)
Holder of CLX: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 1504994 (value 145713518; 0.01% of shares outstanding; change -0.03)
Holder of CLX: ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF
Shares held as of 2026-04-30: 1644679 (value 154830080; 0.01% of shares outstanding; change 0.10)
Holder of CLX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1448015 (value 140196811; 0.01% of shares outstanding; change 0.03)
Holder of CLX: VanEck ETF Trust-VanEck Morningstar Wide Moat ETF
Shares held as of 2026-04-30: 2860432 (value 269281066; 0.02% of shares outstanding; change -0.02)
Holder of CLX: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1562942 (value 151996109; 0.01% of shares outstanding; change 0.00)
Holder of CLX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1547321 (value 147846526; 0.01% of shares outstanding; change 0.00)
Holder of CLX: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 1497562 (value 144245171; 0.01% of shares outstanding; change 0.00)
Holder of CLX: ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF
Shares held as of 2026-05-31: 1628147 (value 158337295; 0.01% of shares outstanding; change -0.01)
Holder of CLX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 1462085 (value 140067747; 0.01% of shares outstanding; change 0.01)
Holder of CLX: VanEck ETF Trust-VanEck Morningstar Wide Moat ETF
Shares held as of 2026-05-31: 2786968 (value 268844857; 0.02% of shares outstanding; change -0.03)
Holder of CLX: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1592194 (value 152134141; 0.01% of shares outstanding; change 0.02)
Holder of CLX: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 1833162 (value 175158634; 0.02% of shares outstanding; change 0.22)
Holder of CLX: ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF
Shares held as of 2026-06-30: 1614492 (value 154264715; 0.01% of shares outstanding; change -0.01)
Holder of CLX: VanEck ETF Trust-VanEck Morningstar Wide Moat ETF
Shares held as of 2026-06-30: 2691816 (value 257203027; 0.02% of shares outstanding; change -0.03)
Holder of CLYM: T. ROWE PRICE Eqy. SERIES, INC.-T. Rowe Price Health Sciences PORT.
Shares held as of 2025-12-31: 90300 (value 989688; 0.00% of shares outstanding; change 2.50)
Holder of CLYM: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2025-12-31: 1494439 (value 15766331; 0.03% of shares outstanding; change 2.81)
Holder of CLYM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 277618 (value 3042693; 0.00% of shares outstanding; change 0.00)
Holder of CLYM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 854986 (value 9370646; 0.01% of shares outstanding; change 0.00)
Holder of CLYM: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 50000 (value 644999; 0.00% of shares outstanding; change 0.00)
Holder of CLYM: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 73800 (value 947592; 0.00% of shares outstanding; change -0.25)
Holder of CLYM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 139874 (value 1475670; 0.00% of shares outstanding; change 0.02)
Holder of CLYM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 39283 (value 414435; 0.00% of shares outstanding; change 0.07)
Holder of CLYM: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 46916 (value 494963; 0.00% of shares outstanding; change 0.00)
Holder of CLYM: T. ROWE PRICE Eqy. SERIES, INC.-T. Rowe Price Health Sciences PORT.
Shares held as of 2026-03-31: 93200 (value 1196688; 0.00% of shares outstanding; change 0.03)
Holder of CLYM: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2026-03-31: 1468417 (value 18854474; 0.03% of shares outstanding; change -0.02)
Holder of CLYM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 292909 (value 3760951; 0.01% of shares outstanding; change 0.06)
Holder of CLYM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 854986 (value 10978020; 0.01% of shares outstanding; change 0.00)
Holder of CLYM: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 77914 (value 821992; 0.00% of shares outstanding; change -0.05)
Holder of CLYM: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 56340 (value 715517; 0.00% of shares outstanding; change 1.00)
Holder of CLYM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 139365 (value 1817319; 0.00% of shares outstanding; change 0.00)
Holder of CLYM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 39283 (value 449790; 0.00% of shares outstanding; change 0.00)
Holder of CLYM: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 46916 (value 611784; 0.00% of shares outstanding; change 0.00)
Holder of CLYM: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 78427 (value 1064254; 0.00% of shares outstanding; change 0.01)
Holder of CLYM: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-05-31: 247154 (value 3173457; 0.00% of shares outstanding; change 1.00)
Holder of CLYM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 134331 (value 1724810; 0.00% of shares outstanding; change -0.04)
Holder of CLYM: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 78897 (value 1013037; 0.00% of shares outstanding; change 0.01)
Holder of CLYM: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-06-30: 71924 (value 923504; 0.00% of shares outstanding; change 1.00)
Holder of CLYM: Cambria ETF Trust-Cambria Value and Momentum ETF
Shares held as of 2026-06-30: 76109 (value 977239; 0.00% of shares outstanding; change 1.00)
Holder of CM: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 8865932 (value 964968006; 0.01% of shares outstanding; change 0.02)
Holder of CM: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-01-31: 1642208 (value 183418215; 0.00% of shares outstanding; change -0.26)
Holder of CM: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-01-31: 1590014 (value 177588667; 0.00% of shares outstanding; change -0.15)
Holder of CM: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-01-31: 3189804 (value 356269216; 0.00% of shares outstanding; change -0.02)
Holder of CM: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 2082770 (value 232624586; 0.00% of shares outstanding; change 0.02)
Holder of CM: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 13739371 (value 1580027665; 0.02% of shares outstanding; change 0.01)
Holder of CM: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 2013039 (value 236411305; 0.00% of shares outstanding; change 0.02)
Holder of CM: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 4182963 (value 454855387; 0.00% of shares outstanding; change 0.03)
Holder of CM: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-03-31: 1665530 (value 181109728; 0.00% of shares outstanding; change -0.03)
Holder of CM: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 9080281 (value 1066388222; 0.01% of shares outstanding; change 0.02)
Holder of CM: Capital Income Builder
Shares held as of 2026-04-30: 1383303 (value 167711652; 0.00% of shares outstanding; change 0.00)
Holder of CM: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 4373558 (value 488482703; 0.00% of shares outstanding; change 0.05)
Holder of CM: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-04-30: 1763441 (value 202795715; 0.00% of shares outstanding; change 0.06)
Holder of CM: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-04-30: 3305628 (value 388212960; 0.00% of shares outstanding; change 0.04)
Holder of CM: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 2165851 (value 254357546; 0.00% of shares outstanding; change 0.04)
Holder of CM: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 13732969 (value 1612799912; 0.02% of shares outstanding; change 0.00)
Holder of CM: VANGUARD WHITEHALL Fd.S-Vanguard Intl Dividend Appreciation Index Fd.
Shares held as of 2026-04-30: 1529075 (value 179574571; 0.00% of shares outstanding; change 1.00)
Holder of CM: iShares, Inc.-iShares MSCI Canada ETF
Shares held as of 2026-04-30: 1617794 (value 180691415; 0.00% of shares outstanding; change 0.05)
Holder of CM: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 4475010 (value 525545185; 0.00% of shares outstanding; change 0.02)
Holder of CM: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-05-31: 1778370 (value 208851777; 0.00% of shares outstanding; change 0.01)
Holder of CM: iShares, Inc.-iShares MSCI Canada ETF
Shares held as of 2026-05-31: 1679120 (value 197195856; 0.00% of shares outstanding; change 0.04)
Holder of CM: Capital Income Builder
Shares held as of 2026-06-30: 1383303 (value 162455107; 0.00% of shares outstanding; change 0.00)
Holder of CM.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 8865932 (value 1304621839; 0.01% of shares outstanding; change 0.02)
Holder of CM.TO: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-01-31: 1642208 (value 263262360; 0.00% of shares outstanding; change -0.26)
Holder of CM.TO: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-01-31: 1590014 (value 254895140; 0.00% of shares outstanding; change -0.15)
Holder of CM.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-01-31: 3189804 (value 511357471; 0.00% of shares outstanding; change -0.02)
Holder of CM.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 2082770 (value 333888853; 0.00% of shares outstanding; change 0.02)
Holder of CM.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 13739371 (value 2243914172; 0.02% of shares outstanding; change 0.01)
Holder of CM.TO: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 2013039 (value 333520286; 0.00% of shares outstanding; change 0.02)
Holder of CM.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 4182963 (value 615522979; 0.00% of shares outstanding; change 0.03)
Holder of CM.TO: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-03-31: 1665530 (value 245082729; 0.00% of shares outstanding; change -0.03)
Holder of CM.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 9080281 (value 1504420889; 0.01% of shares outstanding; change 0.02)
Holder of CM.TO: Capital Income Builder
Shares held as of 2026-04-30: 1383303 (value 235078515; 0.00% of shares outstanding; change 0.00)
Holder of CM.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 4373558 (value 701125072; 0.00% of shares outstanding; change 0.05)
Holder of CM.TO: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-04-30: 1763441 (value 288005197; 0.00% of shares outstanding; change 0.06)
Holder of CM.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-04-30: 3305628 (value 547676422; 0.00% of shares outstanding; change 0.04)
Holder of CM.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 2165851 (value 358838177; 0.00% of shares outstanding; change 0.04)
Holder of CM.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 13732969 (value 2275278203; 0.02% of shares outstanding; change 0.00)
Holder of CM.TO: VANGUARD WHITEHALL Fd.S-Vanguard Intl Dividend Appreciation Index Fd.
Shares held as of 2026-04-30: 1529075 (value 253337134; 0.00% of shares outstanding; change 1.00)
Holder of CM.TO: iShares, Inc.-iShares MSCI Canada ETF
Shares held as of 2026-04-30: 1617794 (value 259348552; 0.00% of shares outstanding; change 0.05)
Holder of CM.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 4475010 (value 741419624; 0.00% of shares outstanding; change 0.02)
Holder of CM.TO: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-05-31: 1778370 (value 294640328; 0.00% of shares outstanding; change 0.01)
Holder of CM.TO: iShares, Inc.-iShares MSCI Canada ETF
Shares held as of 2026-05-31: 1679120 (value 278196589; 0.00% of shares outstanding; change 0.04)
Holder of CM.TO: Capital Income Builder
Shares held as of 2026-06-30: 1383303 (value 229185630; 0.00% of shares outstanding; change 0.00)
Holder of CMBT: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1054340 (value 15583144; 0.00% of shares outstanding; change 0.02)
Holder of CMBT: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 199086 (value 2870820; 0.00% of shares outstanding; change 0.00)
Holder of CMBT: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 308691 (value 4318587; 0.00% of shares outstanding; change 0.00)
Holder of CMBT: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 277614 (value 4003193; 0.00% of shares outstanding; change -0.01)
Holder of CMBT: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 409388 (value 5727338; 0.00% of shares outstanding; change 0.02)
Holder of CMBT: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1398336 (value 19562720; 0.00% of shares outstanding; change 0.00)
Holder of CMBT: SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF
Shares held as of 2026-02-28: 232776 (value 3663894; 0.00% of shares outstanding; change -0.05)
Holder of CMBT: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1069381 (value 16832056; 0.00% of shares outstanding; change 0.01)
Holder of CMBT: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-03-31: 210060 (value 3249628; 0.00% of shares outstanding; change 0.00)
Holder of CMBT: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-03-31: 496956 (value 7687909; 0.00% of shares outstanding; change 0.04)
Holder of CMBT: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 199086 (value 3133613; 0.00% of shares outstanding; change 0.00)
Holder of CMBT: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 308691 (value 4858796; 0.00% of shares outstanding; change 0.00)
Holder of CMBT: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 269875 (value 4247832; 0.00% of shares outstanding; change -0.03)
Holder of CMBT: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 420373 (value 6616670; 0.00% of shares outstanding; change 0.03)
Holder of CMBT: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1398336 (value 22009808; 0.00% of shares outstanding; change 0.00)
Holder of CMBT: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 798544 (value 12377432; 0.00% of shares outstanding; change 0.00)
Holder of CMBT: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-04-30: 210060 (value 3306344; 0.00% of shares outstanding; change 0.00)
Holder of CMBT: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 504570 (value 7820835; 0.00% of shares outstanding; change 0.02)
Holder of CMBT: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 798544 (value 12569082; 0.00% of shares outstanding; change 0.00)
Holder of CMBT: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 465394 (value 7325301; 0.00% of shares outstanding; change -0.08)
Holder of CMBT.BR: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1054340 (value 13537725; 0.00% of shares outstanding; change 0.02)
Holder of CMBT.BR: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 199086 (value 2532373; 0.00% of shares outstanding; change 0.00)
Holder of CMBT.BR: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 308691 (value 3827768; 0.00% of shares outstanding; change 0.00)
Holder of CMBT.BR: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 277614 (value 3531250; 0.00% of shares outstanding; change -0.01)
Holder of CMBT.BR: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 409388 (value 5076411; 0.00% of shares outstanding; change 0.02)
Holder of CMBT.BR: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1398336 (value 17339365; 0.00% of shares outstanding; change 0.00)
Holder of CMBT.BR: SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF
Shares held as of 2026-02-28: 232776 (value 3170409; 0.00% of shares outstanding; change -0.05)
Holder of CMBT.BR: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1069381 (value 14564969; 0.00% of shares outstanding; change 0.01)
Holder of CMBT.BR: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 199086 (value 2711551; 0.00% of shares outstanding; change 0.00)
Holder of CMBT.BR: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 308691 (value 4204371; 0.00% of shares outstanding; change 0.00)
Holder of CMBT.BR: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 269875 (value 3675697; 0.00% of shares outstanding; change -0.03)
Holder of CMBT.BR: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 420373 (value 5725480; 0.00% of shares outstanding; change 0.03)
Holder of CMBT.BR: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1398336 (value 19045336; 0.00% of shares outstanding; change 0.00)
Holder of CMBT.BR: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 798544 (value 10876169; 0.00% of shares outstanding; change 0.00)
Holder of CMBT.BR: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-04-30: 210060 (value 2861017; 0.00% of shares outstanding; change 0.00)
Holder of CMBT.BR: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 504570 (value 6872243; 0.00% of shares outstanding; change 0.02)
Holder of CMBTO.OL: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1054340 (value 146553260; 0.00% of shares outstanding; change 0.02)
Holder of CMBTO.OL: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 199086 (value 27832223; 0.00% of shares outstanding; change 0.00)
Holder of CMBTO.OL: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 308691 (value 43093265; 0.00% of shares outstanding; change 0.00)
Holder of CMBTO.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 277614 (value 38810438; 0.00% of shares outstanding; change -0.01)
Holder of CMBTO.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 409388 (value 57150567; 0.00% of shares outstanding; change 0.02)
Holder of CMBTO.OL: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1398336 (value 195207714; 0.00% of shares outstanding; change 0.00)
Holder of CMBTO.OL: SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF
Shares held as of 2026-02-28: 232776 (value 35381952; 0.00% of shares outstanding; change -0.05)
Holder of CMBTO.OL: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1069381 (value 162545912; 0.00% of shares outstanding; change 0.01)
Holder of CMBTO.OL: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 199086 (value 30261072; 0.00% of shares outstanding; change 0.00)
Holder of CMBTO.OL: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 308691 (value 46921032; 0.00% of shares outstanding; change 0.00)
Holder of CMBTO.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 269875 (value 41021000; 0.00% of shares outstanding; change -0.03)
Holder of CMBTO.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 420373 (value 63896696; 0.00% of shares outstanding; change 0.03)
Holder of CMBTO.OL: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1398336 (value 212547072; 0.00% of shares outstanding; change 0.00)
Holder of CMBTO.OL: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 798544 (value 121378688; 0.00% of shares outstanding; change 0.00)
Holder of CMBTO.OL: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-04-30: 210060 (value 31929120; 0.00% of shares outstanding; change 0.00)
Holder of CMBTO.OL: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 504570 (value 76694640; 0.00% of shares outstanding; change 0.02)
Holder of CMC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1195751 (value 90936867; 0.01% of shares outstanding; change 0.00)
Holder of CMC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2519334 (value 191595358; 0.02% of shares outstanding; change -0.05)
Holder of CMC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1624792 (value 123565436; 0.01% of shares outstanding; change -0.04)
Holder of CMC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3466561 (value 263631974; 0.03% of shares outstanding; change -0.02)
Holder of CMC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1582984 (value 114544723; 0.01% of shares outstanding; change 0.00)
Holder of CMC: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 2829623 (value 220031490; 0.03% of shares outstanding; change -0.22)
Holder of CMC: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 2026287 (value 157564081; 0.02% of shares outstanding; change -0.07)
Holder of CMC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1237734 (value 89562432; 0.01% of shares outstanding; change 0.04)
Holder of CMC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2557200 (value 176318932; 0.02% of shares outstanding; change 0.02)
Holder of CMC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1628469 (value 112282932; 0.01% of shares outstanding; change 0.00)
Holder of CMC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3518342 (value 242589670; 0.03% of shares outstanding; change 0.01)
Holder of CMC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2724268 (value 207180589; 0.02% of shares outstanding; change 0.00)
Holder of CMC: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 2560323 (value 176534263; 0.02% of shares outstanding; change -0.10)
Holder of CMC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1582984 (value 109146741; 0.01% of shares outstanding; change 0.00)
Holder of CMC: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 1284030 (value 88533864; 0.01% of shares outstanding; change 0.17)
Holder of CMC: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-04-30: 2026287 (value 125082695; 0.02% of shares outstanding; change 0.00)
Holder of CMC: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-04-30: 3298458 (value 256488101; 0.03% of shares outstanding; change 0.10)
Holder of CMC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 3746264 (value 271079665; 0.03% of shares outstanding; change 0.02)
Holder of CMC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2621210 (value 161807292; 0.02% of shares outstanding; change -0.04)
Holder of CMC: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 2026287 (value 139712482; 0.02% of shares outstanding; change 0.00)
Holder of CMC: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-05-31: 3120411 (value 193715120; 0.03% of shares outstanding; change -0.05)
Holder of CMC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 3762438 (value 259420088; 0.03% of shares outstanding; change 0.00)
Holder of CMC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2661889 (value 183537238; 0.02% of shares outstanding; change 0.02)
Holder of CMC: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-06-30: 2500957 (value 172440977; 0.02% of shares outstanding; change -0.20)
Holder of CMC.DE: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-01-31: 14482319 (value 3698060245; 0.01% of shares outstanding; change -0.03)
Holder of CMC.DE: VANGUARD WHITEHALL FUNDS-Vanguard High Dividend Yield Index Fund
Shares held as of 2026-01-31: 10519923 (value 2686262402; 0.00% of shares outstanding; change -0.03)
Holder of CMC.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 34432541 (value 8792349554; 0.01% of shares outstanding; change -0.01)
Holder of CMC.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 64607606 (value 20008976366; 0.02% of shares outstanding; change -0.02)
Holder of CMC.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 80758854 (value 25011018069; 0.03% of shares outstanding; change -0.01)
Holder of CMC.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 23269643 (value 7206608721; 0.01% of shares outstanding; change -0.03)
Holder of CMC.DE: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 14334973 (value 4439541313; 0.01% of shares outstanding; change -0.08)
Holder of CMC.DE: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-04-30: 18860160 (value 4815941971; 0.01% of shares outstanding; change 0.03)
Holder of CMC.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 32225560 (value 8228796942; 0.01% of shares outstanding; change 0.03)
Holder of CMC.DE: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-04-30: 14280070 (value 4422537853; 0.01% of shares outstanding; change -0.01)
Holder of CMC.DE: VANGUARD WHITEHALL FUNDS-Vanguard High Dividend Yield Index Fund
Shares held as of 2026-04-30: 10101743 (value 3128509930; 0.00% of shares outstanding; change -0.04)
Holder of CMC.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 34874236 (value 8905136375; 0.01% of shares outstanding; change 0.01)
Holder of CMC.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 34503332 (value 10685682341; 0.01% of shares outstanding; change 0.00)
Holder of CMC.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 35522724 (value 11001388056; 0.01% of shares outstanding; change 0.02)