speb/financial-data huggingface dataset:
Holder of CBK.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 2314863 (value 85140658; 0.00% of shares outstanding; change -0.09)
Holder of CBKD.L: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 5354246 (value 9155760; 0.01% of shares outstanding; change 4.40)
Holder of CBKD.L: DFA INVESTMENT TRUST CO-The Emerging Markets Series
Shares held as of 2026-01-31: 1769490 (value 3025827; 0.00% of shares outstanding; change 4.50)
Holder of CBKD.L: HARDING LOEVNER Fd.S INC-Harding Loevner Inst. Emerging Markets PORT.
Shares held as of 2026-01-31: 3497673 (value 5981020; 0.01% of shares outstanding; change 1.00)
Holder of CBKD.L: SCHWAB STRATEGIC TRUST-Schwab Emerging Markets Equity ETF
Shares held as of 2026-02-28: 3258035 (value 5571239; 0.01% of shares outstanding; change 4.65)
Holder of CBKD.L: Artisan Partners Funds Inc.-Artisan Sustainable Emerging Markets Fund
Shares held as of 2026-03-31: 1756131 (value 3002984; 0.00% of shares outstanding; change 0.15)
Holder of CBKD.L: EMPOWER FUNDS, INC.-Empower Emerging Markets Equity Fund
Shares held as of 2026-03-31: 1718356 (value 2938388; 0.00% of shares outstanding; change -0.04)
Holder of CBKD.L: EQ Advisors Trust-EQ/Lazard Emerging Markets Equity Portfolio
Shares held as of 2026-03-31: 2408850 (value 4119133; 0.01% of shares outstanding; change -0.03)
Holder of CBKD.L: LAZARD FUNDS INC-Lazard Emerging Markets Equity Portfolio
Shares held as of 2026-03-31: 31085906 (value 53156900; 0.07% of shares outstanding; change 0.12)
Holder of CBKD.L: LAZARD RETIREMENT SERIES INC-Lazard Retirement Emerging Markets Eqy. P
Shares held as of 2026-03-31: 1778163 (value 3040658; 0.00% of shares outstanding; change 0.02)
Holder of CBKD.L: New World Fund Inc
Shares held as of 2026-03-31: 35090387 (value 60004563; 0.08% of shares outstanding; change -0.28)
Holder of CBKD.L: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-04-30: 10910523 (value 18656994; 0.03% of shares outstanding; change 0.04)
Holder of CBKD.L: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 5331870 (value 9117497; 0.01% of shares outstanding; change 0.00)
Holder of CBKD.L: DFA INVESTMENT TRUST CO-The Emerging Markets Series
Shares held as of 2026-04-30: 1769490 (value 3025827; 0.00% of shares outstanding; change 0.00)
Holder of CBKD.L: SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT Emerging Markets Equity Fund
Shares held as of 2026-04-30: 1785301 (value 3052864; 0.00% of shares outstanding; change 0.00)
Holder of CBKD.L: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-05-31: 11249076 (value 19235920; 0.03% of shares outstanding; change 0.03)
Holder of CBKD.L: SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT Emerging Markets Equity Fund
Shares held as of 2026-05-31: 1785301 (value 3052864; 0.00% of shares outstanding; change 0.00)
Holder of CBKD.L: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-06-30: 11374357 (value 19450150; 0.03% of shares outstanding; change 0.01)
Holder of CBKD.L: New World Fund Inc
Shares held as of 2026-06-30: 35090387 (value 60004563; 0.08% of shares outstanding; change 1.00)
Holder of CBL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 166555 (value 8009629; 0.01% of shares outstanding; change 0.03)
Holder of CBL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 583309 (value 28051329; 0.02% of shares outstanding; change -0.04)
Holder of CBL: VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd
Shares held as of 2026-01-31: 101421 (value 4807355; 0.00% of shares outstanding; change 0.01)
Holder of CBL: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 578680 (value 27429432; 0.02% of shares outstanding; change 0.01)
Holder of CBL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 180895 (value 8574423; 0.01% of shares outstanding; change 0.01)
Holder of CBL: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 90645 (value 4296573; 0.00% of shares outstanding; change 0.01)
Holder of CBL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 171270 (value 9860013; 0.01% of shares outstanding; change 0.03)
Holder of CBL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 488809 (value 28140733; 0.02% of shares outstanding; change -0.16)
Holder of CBL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 464346 (value 22330399; 0.02% of shares outstanding; change 0.00)
Holder of CBL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 182443 (value 10503243; 0.01% of shares outstanding; change 0.01)
Holder of CBL: First TRT Exch-Trd AlphaDEX Fd.-First TRT Small Cap Growth AlphaDEX Fd
Shares held as of 2026-04-30: 121352 (value 6031194; 0.00% of shares outstanding; change 1.00)
Holder of CBL: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-04-30: 403580 (value 20057926; 0.01% of shares outstanding; change 0.02)
Holder of CBL: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-04-30: 114140 (value 6571039; 0.00% of shares outstanding; change 1.00)
Holder of CBL: VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd
Shares held as of 2026-04-30: 100994 (value 5814224; 0.00% of shares outstanding; change 0.00)
Holder of CBL: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 569605 (value 32792159; 0.02% of shares outstanding; change -0.02)
Holder of CBL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 451786 (value 23777497; 0.01% of shares outstanding; change -0.03)
Holder of CBL: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 114502 (value 6026240; 0.00% of shares outstanding; change 0.00)
Holder of CBL: First TRT Exch-Trd AlphaDEX Fd.-First TRT Small Cap Growth AlphaDEX Fd
Shares held as of 2026-05-31: 129258 (value 7144089; 0.00% of shares outstanding; change 0.07)
Holder of CBL: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-05-31: 409355 (value 22625051; 0.01% of shares outstanding; change 0.02)
Holder of CBL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 461599 (value 26574254; 0.01% of shares outstanding; change 0.02)
Holder of CBL: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 113318 (value 6523717; 0.00% of shares outstanding; change -0.01)
Holder of CBL: First TRT Exch-Trd AlphaDEX Fd.-First TRT Small Cap Growth AlphaDEX Fd
Shares held as of 2026-06-30: 134531 (value 7744949; 0.00% of shares outstanding; change 0.04)
Holder of CBL: GLOBAL X FUNDS-Global X SuperDividend U.S. ETF
Shares held as of 2026-06-30: 413382 (value 23798401; 0.01% of shares outstanding; change 0.01)
Holder of CBLL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 874053 (value 16126278; 0.02% of shares outstanding; change 0.00)
Holder of CBLL: Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund
Shares held as of 2026-01-31: 939251 (value 16934696; 0.02% of shares outstanding; change 0.19)
Holder of CBLL: Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND
Shares held as of 2026-01-31: 587325 (value 10589470; 0.02% of shares outstanding; change 0.31)
Holder of CBLL: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-02-28: 589482 (value 10628360; 0.02% of shares outstanding; change 0.06)
Holder of CBLL: Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund
Shares held as of 2026-02-28: 426600 (value 7691598; 0.01% of shares outstanding; change -0.02)
Holder of CBLL: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 1335885 (value 24086007; 0.04% of shares outstanding; change 0.00)
Holder of CBLL: Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund
Shares held as of 2026-02-28: 675645 (value 12181879; 0.02% of shares outstanding; change 0.00)
Holder of CBLL: MFS SERIES TRUST I-MFS New Discovery Fund
Shares held as of 2026-02-28: 376698 (value 6791865; 0.01% of shares outstanding; change 0.00)
Holder of CBLL: BNY Mellon Investment Funds I-BNY Mellon Small/Mid Cap Growth Fund
Shares held as of 2026-03-31: 428851 (value 7251870; 0.01% of shares outstanding; change -0.09)
Holder of CBLL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 874053 (value 14780236; 0.02% of shares outstanding; change 0.00)
Holder of CBLL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 652229 (value 12033625; 0.02% of shares outstanding; change 0.02)
Holder of CBLL: Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund
Shares held as of 2026-04-30: 939251 (value 15882734; 0.02% of shares outstanding; change 0.00)
Holder of CBLL: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-04-30: 888286 (value 15020916; 0.02% of shares outstanding; change 0.51)
Holder of CBLL: Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund
Shares held as of 2026-04-30: 659848 (value 11158029; 0.02% of shares outstanding; change 0.55)
Holder of CBLL: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 1637485 (value 27689871; 0.04% of shares outstanding; change 0.23)
Holder of CBLL: Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund
Shares held as of 2026-04-30: 826786 (value 13980951; 0.02% of shares outstanding; change 0.22)
Holder of CBLL: Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND
Shares held as of 2026-04-30: 767437 (value 12977359; 0.02% of shares outstanding; change 0.31)
Holder of CBLL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 638990 (value 12492254; 0.02% of shares outstanding; change -0.02)
Holder of CBLL: Fidelity Select PORT.s-Select Medical Technology and Devices PORT.
Shares held as of 2026-05-31: 416159 (value 7037248; 0.01% of shares outstanding; change 0.12)
Holder of CBLL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 645085 (value 10908387; 0.02% of shares outstanding; change 0.01)
Holder of CBNA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 32564 (value 1180445; 0.01% of shares outstanding; change 0.00)
Holder of CBNA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 88229 (value 3198301; 0.03% of shares outstanding; change 0.81)
Holder of CBNA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 21958 (value 888640; 0.01% of shares outstanding; change 0.00)
Holder of CBNA: Caldwell & Orkin Funds, Inc.-Gator Capital Long/Short Fund
Shares held as of 2026-03-31: 24900 (value 901380; 0.01% of shares outstanding; change 0.00)
Holder of CBNA: ROYCE FUND-Royce Micro-Cap Fund
Shares held as of 2026-03-31: 58448 (value 2468259; 0.02% of shares outstanding; change 0.00)
Holder of CBNA: ROYCE FUND-Royce Small-Cap Fund
Shares held as of 2026-03-31: 37865 (value 1599038; 0.01% of shares outstanding; change 0.00)
Holder of CBNA: ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc
Shares held as of 2026-03-31: 118847 (value 5018908; 0.04% of shares outstanding; change 0.00)
Holder of CBNA: ROYCE SMALL-CAP TRUST, INC.-Royce Small-Cap Trust, Inc
Shares held as of 2026-03-31: 44173 (value 1865425; 0.01% of shares outstanding; change 0.00)
Holder of CBNA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 32564 (value 1375177; 0.01% of shares outstanding; change 0.00)
Holder of CBNA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 88229 (value 3725910; 0.03% of shares outstanding; change 0.00)
Holder of CBNA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 47422 (value 1719047; 0.01% of shares outstanding; change 0.01)
Holder of CBNA: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 19665 (value 712856; 0.01% of shares outstanding; change 0.00)
Holder of CBNA: Caldwell & Orkin Funds, Inc.-Gator Capital Long/Short Fund
Shares held as of 2026-04-30: 24900 (value 1007703; 0.01% of shares outstanding; change 0.00)
Holder of CBNA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 20360 (value 859802; 0.01% of shares outstanding; change -0.07)
Holder of CBNA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 45606 (value 2004383; 0.01% of shares outstanding; change -0.04)
Holder of CBNA: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 19440 (value 854388; 0.01% of shares outstanding; change -0.01)
Holder of CBNA: Caldwell & Orkin Funds, Inc.-Gator Capital Long/Short Fund
Shares held as of 2026-05-31: 24900 (value 1026876; 0.01% of shares outstanding; change 0.00)
Holder of CBNA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 46030 (value 1943846; 0.01% of shares outstanding; change 0.01)
Holder of CBNA: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 19605 (value 827919; 0.01% of shares outstanding; change 0.01)
Holder of CBNA: Caldwell & Orkin Funds, Inc.-Gator Capital Long/Short Fund
Shares held as of 2026-06-30: 24900 (value 1051526; 0.01% of shares outstanding; change 0.00)
Holder of CBNK: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 91516 (value 2988912; 0.01% of shares outstanding; change 0.11)
Holder of CBNK: Unified Series Trust-BALLAST SMALL/MID CAP ETF
Shares held as of 2025-12-31: 136987 (value 4372625; 0.01% of shares outstanding; change -0.05)
Holder of CBNK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 127564 (value 4071842; 0.01% of shares outstanding; change 0.12)
Holder of CBNK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 354580 (value 11318193; 0.02% of shares outstanding; change 0.00)
Holder of CBNK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 112832 (value 3753920; 0.01% of shares outstanding; change 0.00)
Holder of CBNK: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 73950 (value 2671813; 0.00% of shares outstanding; change 0.00)
Holder of CBNK: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 100542 (value 3632582; 0.01% of shares outstanding; change 0.10)
Holder of CBNK: Unified Series Trust-BALLAST SMALL/MID CAP ETF
Shares held as of 2026-03-31: 141952 (value 5128725; 0.01% of shares outstanding; change 0.04)
Holder of CBNK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 131189 (value 4739858; 0.01% of shares outstanding; change 0.03)
Holder of CBNK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 354580 (value 12810975; 0.02% of shares outstanding; change 0.00)
Holder of CBNK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 293696 (value 9374776; 0.02% of shares outstanding; change 0.02)
Holder of CBNK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 78470 (value 2504762; 0.00% of shares outstanding; change 0.00)
Holder of CBNK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 187513 (value 6124174; 0.01% of shares outstanding; change 0.15)
Holder of CBNK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 112086 (value 4049667; 0.01% of shares outstanding; change -0.01)
Holder of CBNK: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-04-30: 94920 (value 3233924; 0.01% of shares outstanding; change 0.05)
Holder of CBNK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 282119 (value 10020867; 0.02% of shares outstanding; change -0.04)
Holder of CBNK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 77570 (value 2755286; 0.00% of shares outstanding; change -0.01)
Holder of CBNK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 212665 (value 7336942; 0.01% of shares outstanding; change 0.13)
Holder of CBNK: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-05-31: 113000 (value 3898500; 0.01% of shares outstanding; change 0.19)
Holder of CBNK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 284822 (value 10290619; 0.02% of shares outstanding; change 0.01)
Holder of CBNK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 78230 (value 2826449; 0.00% of shares outstanding; change 0.01)
Holder of CBNK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 238780 (value 8627121; 0.01% of shares outstanding; change 0.12)
Holder of CBNK: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-06-30: 113000 (value 4082690; 0.01% of shares outstanding; change 0.00)
Holder of CBOE: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2025-12-31: 872500 (value 291031097; 0.01% of shares outstanding; change 0.00)
Holder of CBOE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 2639019 (value 880271171; 0.02% of shares outstanding; change 0.02)
Holder of CBOE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3297579 (value 1099940443; 0.03% of shares outstanding; change 0.00)
Holder of CBOE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1336399 (value 445769247; 0.01% of shares outstanding; change 0.00)
Holder of CBOE: Fidelity Contrafund
Shares held as of 2026-03-31: 938981 (value 313206500; 0.01% of shares outstanding; change 0.02)
Holder of CBOE: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 871800 (value 248524032; 0.01% of shares outstanding; change 0.00)
Holder of CBOE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 2659527 (value 758151381; 0.02% of shares outstanding; change 0.01)
Holder of CBOE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 2260399 (value 644371959; 0.02% of shares outstanding; change -0.01)
Holder of CBOE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3319085 (value 946171585; 0.03% of shares outstanding; change 0.01)
Holder of CBOE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 968285 (value 276029012; 0.01% of shares outstanding; change 0.01)
Holder of CBOE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 1341012 (value 334046097; 0.01% of shares outstanding; change 0.00)
Holder of CBOE: Fidelity Contrafund
Shares held as of 2026-04-30: 1224900 (value 297246480; 0.01% of shares outstanding; change 0.30)
Holder of CBOE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1248645 (value 368237901; 0.01% of shares outstanding; change 0.03)
Holder of CBOE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1353533 (value 337016189; 0.01% of shares outstanding; change 0.01)
Holder of CBOE: iShares Trust-iShares MSCI USA Min Vol Factor ETF
Shares held as of 2026-04-30: 804926 (value 200418529; 0.01% of shares outstanding; change -0.01)
Holder of CBOE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1339146 (value 381750360; 0.01% of shares outstanding; change 0.00)
Holder of CBOE: Fidelity Contrafund
Shares held as of 2026-05-31: 1224900 (value 349182251; 0.01% of shares outstanding; change 0.00)
Holder of CBOE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 1260906 (value 334114885; 0.01% of shares outstanding; change 0.01)
Holder of CBOE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1354936 (value 386251615; 0.01% of shares outstanding; change 0.00)
Holder of CBOE: iShares Trust-iShares MSCI USA Min Vol Factor ETF
Shares held as of 2026-05-31: 756313 (value 215602152; 0.01% of shares outstanding; change -0.06)
Holder of CBOE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1267311 (value 361272356; 0.01% of shares outstanding; change 0.01)
Holder of CBR.V: Aegis Funds-Aegis Value Fund
Shares held as of 2026-04-30: 12911156 (value 13814937; 0.04% of shares outstanding; change 0.00)
Holder of CBRE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 7391997 (value 924295311; 0.03% of shares outstanding; change 0.02)
Holder of CBRE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 9345699 (value 1168586211; 0.03% of shares outstanding; change 0.00)
Holder of CBRE: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-01-31: 6945759 (value 913714617; 0.02% of shares outstanding; change -0.02)
Holder of CBRE: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 11108115 (value 1461272562; 0.04% of shares outstanding; change 0.00)
Holder of CBRE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 3710707 (value 463986806; 0.01% of shares outstanding; change -0.01)
Holder of CBRE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 7383108 (value 1029648291; 0.03% of shares outstanding; change 0.00)
Holder of CBRE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 6374394 (value 888973030; 0.02% of shares outstanding; change -0.02)
Holder of CBRE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 9376376 (value 1307629459; 0.03% of shares outstanding; change 0.00)
Holder of CBRE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 2730550 (value 380802521; 0.01% of shares outstanding; change 0.00)
Holder of CBRE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 3723538 (value 489831435; 0.01% of shares outstanding; change 0.00)
Holder of CBRE: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-04-30: 7299942 (value 1018049960; 0.02% of shares outstanding; change 0.05)
Holder of CBRE: SELECT SECTOR SPDR TRT-State Street Real Estate Select Sector SPDR ETF
Shares held as of 2026-04-30: 2349084 (value 313391305; 0.01% of shares outstanding; change -0.02)
Holder of CBRE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 3462107 (value 461879707; 0.01% of shares outstanding; change 0.03)
Holder of CBRE: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 11048540 (value 1540829462; 0.04% of shares outstanding; change -0.01)
Holder of CBRE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 3758333 (value 532104793; 0.01% of shares outstanding; change 0.01)
Holder of CBRE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 3718334 (value 518558884; 0.01% of shares outstanding; change 0.00)
Holder of CBRE: SELECT SECTOR SPDR TRT-State Street Real Estate Select Sector SPDR ETF
Shares held as of 2026-05-31: 2440415 (value 341511681; 0.01% of shares outstanding; change 0.04)
Holder of CBRE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 3496076 (value 489240883; 0.01% of shares outstanding; change 0.01)
Holder of CBRE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 3828373 (value 533904924; 0.01% of shares outstanding; change 0.02)
Holder of CBRE: SELECT SECTOR SPDR TRT-State Street Real Estate Select Sector SPDR ETF
Shares held as of 2026-06-30: 2479863 (value 345841710; 0.01% of shares outstanding; change 0.02)
Holder of CBRE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 3539160 (value 493571277; 0.01% of shares outstanding; change 0.01)
Holder of CBRL: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2025-12-31: 513714 (value 17373807; 0.02% of shares outstanding; change 0.49)
Holder of CBRL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 242734 (value 8209263; 0.01% of shares outstanding; change 0.03)
Holder of CBRL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 253001 (value 8556493; 0.01% of shares outstanding; change -0.52)
Holder of CBRL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 701412 (value 23721753; 0.03% of shares outstanding; change 0.00)
Holder of CBRL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 218546 (value 10345967; 0.01% of shares outstanding; change 0.01)
Holder of CBRL: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 293388 (value 15757869; 0.01% of shares outstanding; change 0.04)
Holder of CBRL: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2026-03-31: 750444 (value 40306346; 0.03% of shares outstanding; change 0.46)
Holder of CBRL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 253348 (value 13607320; 0.01% of shares outstanding; change 0.04)
Holder of CBRL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 701412 (value 37672837; 0.03% of shares outstanding; change 0.00)
Holder of CBRL: VANGUARD TAX-MANAGED FUNDS-Vanguard Tax-Managed Small-Cap Fund
Shares held as of 2026-03-31: 208620 (value 11204980; 0.01% of shares outstanding; change 1.71)
Holder of CBRL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 546803 (value 18492877; 0.02% of shares outstanding; change 0.02)
Holder of CBRL: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 835718 (value 28029982; 0.04% of shares outstanding; change 0.03)
Holder of CBRL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 221000 (value 11869909; 0.01% of shares outstanding; change 0.01)
Holder of CBRL: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1365533 (value 64644332; 0.06% of shares outstanding; change 0.02)
Holder of CBRL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 525465 (value 28112377; 0.02% of shares outstanding; change -0.04)
Holder of CBRL: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 208157 (value 9854152; 0.01% of shares outstanding; change -0.05)
Holder of CBRL: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 864254 (value 41985460; 0.04% of shares outstanding; change 0.03)
Holder of CBRL: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1354357 (value 72742513; 0.06% of shares outstanding; change -0.01)
Holder of CBRL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 530447 (value 28490307; 0.02% of shares outstanding; change 0.01)
Holder of CBRL: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 216211 (value 11612692; 0.01% of shares outstanding; change 0.04)
Holder of CBRL: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 893318 (value 47980108; 0.04% of shares outstanding; change 0.03)
Holder of CBRS: ARK ETF Trust-ARK Innovation ETF
Shares held as of 2026-05-31: 293476 (value 56350325; 0.00% of shares outstanding; change 1.00)
Holder of CBRS: BlackRock ETF Trust-iShares A.I. Innovation and Tech Active ETF
Shares held as of 2026-05-31: 293438 (value 58429373; 0.00% of shares outstanding; change 1.00)
Holder of CBRS: Capital Group Growth ETF
Shares held as of 2026-05-31: 178634 (value 35569601; 0.00% of shares outstanding; change 1.00)
Holder of CBRS: Fidelity Advisor Series VII-Fidelity Advisor Semiconductors Fund
Shares held as of 2026-05-31: 140358 (value 30033103; 0.00% of shares outstanding; change 1.00)
Holder of CBRS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 154952 (value 26785002; 0.00% of shares outstanding; change 1.00)
Holder of CBRS: Fidelity Contrafund
Shares held as of 2026-05-31: 485200 (value 96613021; 0.01% of shares outstanding; change 1.00)
Holder of CBRS: Fidelity Puritan Trust-Fidelity Balanced Fund
Shares held as of 2026-05-31: 139100 (value 26708590; 0.00% of shares outstanding; change 1.00)
Holder of CBRS: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 463100 (value 92212469; 0.01% of shares outstanding; change 1.00)
Holder of CBRS: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-05-31: 203000 (value 40421359; 0.00% of shares outstanding; change 1.00)
Holder of CBRS: Fidelity Select Portfolios-Select Semiconductors Portfolio
Shares held as of 2026-05-31: 879446 (value 175115283; 0.01% of shares outstanding; change 1.00)
Holder of CBRS: Fidelity Select Portfolios-Technology Portfolio
Shares held as of 2026-05-31: 408152 (value 81271224; 0.00% of shares outstanding; change 1.00)
Holder of CBRS: AMERICAN FUNDS INSURANCE SERIES-Growth Fund
Shares held as of 2026-06-30: 2241975 (value 446422051; 0.02% of shares outstanding; change 1.00)
Holder of CBRS: ARK ETF Trust-ARK Innovation ETF
Shares held as of 2026-06-30: 518639 (value 103271395; 0.01% of shares outstanding; change 0.77)
Holder of CBRS: ARK ETF Trust-ARK Next Generation Internet ETF
Shares held as of 2026-06-30: 141535 (value 24465740; 0.00% of shares outstanding; change 0.77)
Holder of CBRS: SPDR SERIES TRUST-State Street SPDR S&P Semiconductor ETF
Shares held as of 2026-06-30: 307585 (value 61246323; 0.00% of shares outstanding; change 1.00)
Holder of CBSH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1391914 (value 72685750; 0.01% of shares outstanding; change 0.00)
Holder of CBSH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2996015 (value 156451906; 0.02% of shares outstanding; change -0.05)
Holder of CBSH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1932551 (value 100917815; 0.01% of shares outstanding; change -0.04)
Holder of CBSH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4181345 (value 218349841; 0.03% of shares outstanding; change 0.00)
Holder of CBSH: American Century Capital Portfolios, Inc.-Mid Cap Value Fund
Shares held as of 2026-03-31: 2121723 (value 125372612; 0.01% of shares outstanding; change 0.03)
Holder of CBSH: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 1168329 (value 69036560; 0.01% of shares outstanding; change 0.64)
Holder of CBSH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1530283 (value 90424422; 0.01% of shares outstanding; change 0.10)
Holder of CBSH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3217545 (value 190124734; 0.02% of shares outstanding; change 0.07)
Holder of CBSH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2048819 (value 121064715; 0.01% of shares outstanding; change 0.06)
Holder of CBSH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4423751 (value 261399447; 0.03% of shares outstanding; change 0.06)
Holder of CBSH: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 1598422 (value 89223915; 0.01% of shares outstanding; change 0.01)
Holder of CBSH: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-04-30: 1380903 (value 77082005; 0.01% of shares outstanding; change 0.14)
Holder of CBSH: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 1177295 (value 65716606; 0.01% of shares outstanding; change 0.05)
Holder of CBSH: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 4628929 (value 253341282; 0.03% of shares outstanding; change 0.02)
Holder of CBSH: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 1614811 (value 95499921; 0.01% of shares outstanding; change 0.01)
Holder of CBSH: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-05-31: 1378615 (value 79394438; 0.01% of shares outstanding; change 0.00)
Holder of CBSH: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 1089502 (value 62744420; 0.01% of shares outstanding; change -0.07)
Holder of CBSH: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 4649029 (value 274711124; 0.03% of shares outstanding; change 0.00)
Holder of CBSH: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 1285136 (value 75938686; 0.01% of shares outstanding; change -0.20)
Holder of CBSH: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-06-30: 1372446 (value 81097834; 0.01% of shares outstanding; change 0.00)
Holder of CBSH: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 1174408 (value 69395768; 0.01% of shares outstanding; change 0.08)
Holder of CBT: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2025-12-31: 1939361 (value 169713485; 0.04% of shares outstanding; change 0.04)
Holder of CBT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 574154 (value 50244217; 0.01% of shares outstanding; change 0.01)
Holder of CBT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1199966 (value 105009027; 0.02% of shares outstanding; change -0.05)
Holder of CBT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 773982 (value 67731166; 0.02% of shares outstanding; change -0.04)
Holder of CBT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1675538 (value 146626333; 0.03% of shares outstanding; change 0.00)
Holder of CBT: Vanguard Explorer Fund
Shares held as of 2026-01-31: 1307861 (value 120061643; 0.03% of shares outstanding; change 0.05)
Holder of CBT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 521874 (value 47908034; 0.01% of shares outstanding; change 0.01)
Holder of CBT: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2026-03-31: 1680561 (value 151502576; 0.03% of shares outstanding; change -0.13)
Holder of CBT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 582254 (value 52490198; 0.01% of shares outstanding; change 0.01)
Holder of CBT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1204063 (value 108546281; 0.02% of shares outstanding; change 0.00)
Holder of CBT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 766780 (value 69125218; 0.01% of shares outstanding; change -0.01)
Holder of CBT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1648532 (value 148615162; 0.03% of shares outstanding; change -0.02)
Holder of CBT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1284405 (value 112398284; 0.02% of shares outstanding; change -0.01)
Holder of CBT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 2050317 (value 165829633; 0.04% of shares outstanding; change 0.08)
Holder of CBT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 517421 (value 46645503; 0.01% of shares outstanding; change -0.01)
Holder of CBT: Vanguard Explorer Fund
Shares held as of 2026-04-30: 1307861 (value 117903671; 0.03% of shares outstanding; change 0.00)
Holder of CBT: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1761010 (value 161660723; 0.03% of shares outstanding; change 0.02)
Holder of CBT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1234238 (value 106576449; 0.02% of shares outstanding; change -0.04)
Holder of CBT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 2182136 (value 180899077; 0.04% of shares outstanding; change 0.06)
Holder of CBT: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1771625 (value 159711996; 0.03% of shares outstanding; change 0.01)
Holder of CBT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1249099 (value 112606276; 0.02% of shares outstanding; change 0.01)
Holder of CBT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 2330198 (value 210067353; 0.05% of shares outstanding; change 0.07)
Holder of CBU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 566926 (value 36079170; 0.01% of shares outstanding; change 0.00)
Holder of CBU: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1194263 (value 76002896; 0.02% of shares outstanding; change -0.05)
Holder of CBU: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 770519 (value 49035828; 0.01% of shares outstanding; change -0.04)
Holder of CBU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1672725 (value 106452217; 0.03% of shares outstanding; change 0.01)
Holder of CBU: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 518760 (value 32339498; 0.01% of shares outstanding; change 0.01)
Holder of CBU: Calvert Impact Fund, Inc.-Calvert Small-Cap Fund
Shares held as of 2026-03-31: 861783 (value 57946287; 0.02% of shares outstanding; change -0.03)
Holder of CBU: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 2085950 (value 143617654; 0.04% of shares outstanding; change -0.05)
Holder of CBU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 586498 (value 39436124; 0.01% of shares outstanding; change 0.03)
Holder of CBU: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1216145 (value 81773587; 0.02% of shares outstanding; change 0.02)
Holder of CBU: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 773529 (value 52012088; 0.01% of shares outstanding; change 0.00)
Holder of CBU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1696934 (value 114101838; 0.03% of shares outstanding; change 0.01)
Holder of CBU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1277829 (value 81321036; 0.02% of shares outstanding; change -0.01)
Holder of CBU: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 524506 (value 35267782; 0.01% of shares outstanding; change 0.01)
Holder of CBU: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-04-30: 510600 (value 33791508; 0.01% of shares outstanding; change 0.09)
Holder of CBU: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 3210912 (value 200168254; 0.06% of shares outstanding; change 0.02)
Holder of CBU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1227889 (value 83017576; 0.02% of shares outstanding; change -0.04)
Holder of CBU: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-05-31: 509228 (value 33257679; 0.01% of shares outstanding; change 0.00)
Holder of CBU: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3198818 (value 215088515; 0.06% of shares outstanding; change 0.00)
Holder of CBU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1248712 (value 83963392; 0.02% of shares outstanding; change 0.02)
Holder of CBU: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 1945540 (value 130818105; 0.04% of shares outstanding; change -0.07)
Holder of CBU: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-06-30: 507442 (value 34120398; 0.01% of shares outstanding; change 0.00)
Holder of CBUS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 269431 (value 387980; 0.00% of shares outstanding; change 0.00)
Holder of CBUS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 774342 (value 1115052; 0.01% of shares outstanding; change 0.46)
Holder of CBUS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 220330 (value 284225; 0.00% of shares outstanding; change 0.57)
Holder of CBUS: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 3403624 (value 4390674; 0.04% of shares outstanding; change 0.32)
Holder of CBUS: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-03-31: 981207 (value 1265756; 0.01% of shares outstanding; change 0.30)
Holder of CBUS: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-03-31: 848828 (value 1094988; 0.01% of shares outstanding; change 0.34)
Holder of CBUS: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-03-31: 712700 (value 1026288; 0.01% of shares outstanding; change 3.64)
Holder of CBUS: Fidelity Securities Fund-Fidelity Blue Chip Growth K6 Fund
Shares held as of 2026-03-31: 121891 (value 175523; 0.00% of shares outstanding; change 14.25)
Holder of CBUS: Fidelity Securities Fund-Fidelity Series Blue Chip Growth Fund
Shares held as of 2026-03-31: 133771 (value 192630; 0.00% of shares outstanding; change 3.16)
Holder of CBUS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 455844 (value 774934; 0.01% of shares outstanding; change 0.69)
Holder of CBUS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1602469 (value 2724197; 0.02% of shares outstanding; change 1.07)
Holder of CBUS: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 123939 (value 159881; 0.00% of shares outstanding; change 0.34)
Holder of CBUS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 131371 (value 179978; 0.00% of shares outstanding; change -0.40)
Holder of CBUS: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 3403624 (value 4662964; 0.04% of shares outstanding; change 0.00)
Holder of CBUS: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-04-30: 978064 (value 1339947; 0.01% of shares outstanding; change 0.00)
Holder of CBUS: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-04-30: 848828 (value 1162894; 0.01% of shares outstanding; change 0.00)
Holder of CBUS: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-04-30: 713562 (value 977579; 0.01% of shares outstanding; change 0.00)
Holder of CBUS: Fidelity Securities Fund-Fidelity Blue Chip Growth K6 Fund
Shares held as of 2026-04-30: 121891 (value 166990; 0.00% of shares outstanding; change 0.00)
Holder of CBUS: Fidelity Securities Fund-Fidelity Series Blue Chip Growth Fund
Shares held as of 2026-04-30: 133771 (value 183266; 0.00% of shares outstanding; change 0.00)
Holder of CBUS: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 124754 (value 227052; 0.00% of shares outstanding; change 0.01)
Holder of CBUS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 131371 (value 223330; 0.00% of shares outstanding; change 0.00)
Holder of CBUS: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 3403624 (value 5786160; 0.04% of shares outstanding; change 0.00)
Holder of CBUS: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-05-31: 974876 (value 1657289; 0.01% of shares outstanding; change 0.00)
Holder of CBUS: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-05-31: 848828 (value 1443007; 0.01% of shares outstanding; change 0.00)
Holder of CBUS: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-05-31: 713562 (value 1213055; 0.01% of shares outstanding; change 0.00)
Holder of CBUS: Fidelity Securities Fund-Fidelity Blue Chip Growth K6 Fund
Shares held as of 2026-05-31: 120908 (value 205543; 0.00% of shares outstanding; change -0.01)
Holder of CBUS: Fidelity Securities Fund-Fidelity Series Blue Chip Growth Fund
Shares held as of 2026-05-31: 133771 (value 227410; 0.00% of shares outstanding; change 0.00)
Holder of CBUS: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 123124 (value 209310; 0.00% of shares outstanding; change -0.01)
Holder of CBZ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 532674 (value 17684777; 0.01% of shares outstanding; change 0.02)
Holder of CBZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 660636 (value 21933115; 0.01% of shares outstanding; change -0.03)
Holder of CBZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1171647 (value 38898681; 0.02% of shares outstanding; change -0.04)
Holder of CBZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1615683 (value 53640676; 0.03% of shares outstanding; change -0.02)
Holder of CBZ: Fidelity Concord Street Trust-Fidelity Series Small Cap Discovery Fund
Shares held as of 2026-02-28: 868953 (value 27024438; 0.02% of shares outstanding; change 0.00)
Holder of CBZ: Fidelity Concord Street Trust-Fidelity Small Cap Discovery Fund
Shares held as of 2026-02-28: 944797 (value 29383187; 0.02% of shares outstanding; change 0.00)
Holder of CBZ: Fidelity Concord Street Trust-Fidelity Small Cap Stock Fund
Shares held as of 2026-02-28: 794742 (value 24716476; 0.01% of shares outstanding; change 0.00)
Holder of CBZ: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 1211922 (value 37690774; 0.02% of shares outstanding; change 0.00)
Holder of CBZ: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 1277971 (value 43361556; 0.02% of shares outstanding; change 12.31)
Holder of CBZ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 550024 (value 23447523; 0.01% of shares outstanding; change 0.03)
Holder of CBZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 613696 (value 26161861; 0.01% of shares outstanding; change -0.07)
Holder of CBZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1097670 (value 46793673; 0.02% of shares outstanding; change -0.06)
Holder of CBZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1512105 (value 64461037; 0.03% of shares outstanding; change -0.06)
Holder of CBZ: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1212128 (value 40242650; 0.02% of shares outstanding; change 0.01)
Holder of CBZ: Fidelity Concord Street Trust-Fidelity Series Small Cap Discovery Fund
Shares held as of 2026-04-30: 799953 (value 34101997; 0.01% of shares outstanding; change -0.08)
Holder of CBZ: Fidelity Concord Street Trust-Fidelity Small Cap Discovery Fund
Shares held as of 2026-04-30: 869697 (value 37075184; 0.02% of shares outstanding; change -0.08)
Holder of CBZ: Fidelity Concord Street Trust-Fidelity Small Cap Stock Fund
Shares held as of 2026-04-30: 731542 (value 31185636; 0.01% of shares outstanding; change -0.08)
Holder of CBZ: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 1738638 (value 74118139; 0.03% of shares outstanding; change 0.43)
Holder of CBZ: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 1381471 (value 44317592; 0.03% of shares outstanding; change 0.08)