speb/financial-data huggingface dataset:
Holder of CARG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 780620 (value 26049288; 0.01% of shares outstanding; change -0.03)
Holder of CARG: Professionally Managed Portfolios-Congress Small Cap Growth Fund
Shares held as of 2026-04-30: 1185000 (value 32196450; 0.02% of shares outstanding; change 0.00)
Holder of CARG: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 743315 (value 22314316; 0.01% of shares outstanding; change 0.01)
Holder of CARG: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 4951572 (value 148646193; 0.07% of shares outstanding; change 0.02)
Holder of CARG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1862798 (value 67507802; 0.02% of shares outstanding; change -0.04)
Holder of CARG: Professionally Managed Portfolios-Congress Small Cap Growth Fund
Shares held as of 2026-05-31: 866437 (value 29623479; 0.01% of shares outstanding; change -0.27)
Holder of CARG: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 750023 (value 25643285; 0.01% of shares outstanding; change 0.01)
Holder of CARG: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 4923958 (value 164312473; 0.06% of shares outstanding; change -0.01)
Holder of CARG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1887131 (value 62973559; 0.02% of shares outstanding; change 0.01)
Holder of CARG: Professionally Managed Portfolios-Congress Small Cap Growth Fund
Shares held as of 2026-06-30: 866437 (value 28913001; 0.01% of shares outstanding; change 0.00)
Holder of CARG: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 698856 (value 23320823; 0.01% of shares outstanding; change -0.07)
Holder of CARL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 73755 (value 842282; 0.00% of shares outstanding; change 0.00)
Holder of CARL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 194638 (value 2222765; 0.01% of shares outstanding; change 1.66)
Holder of CARL: RUSSELL INVESTMENT CO-U.S. Small Cap Equity Fund
Shares held as of 2026-01-31: 48081 (value 484175; 0.00% of shares outstanding; change 0.03)
Holder of CARL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 66462 (value 669272; 0.00% of shares outstanding; change 0.00)
Holder of CARL: Buffalo Funds-Buffalo Early Stage Growth Fund
Shares held as of 2026-03-31: 53197 (value 574527; 0.00% of shares outstanding; change -0.03)
Holder of CARL: JANUS INVESTMENT FUND-Janus Henderson Small Cap Value Fund
Shares held as of 2026-03-31: 343579 (value 3710653; 0.01% of shares outstanding; change 0.00)
Holder of CARL: JANUS INVESTMENT FUND-Janus Henderson Small-Mid Cap Value Fund
Shares held as of 2026-03-31: 56101 (value 605890; 0.00% of shares outstanding; change 0.00)
Holder of CARL: JANUS INVESTMENT FUND-Janus Henderson Venture Fund
Shares held as of 2026-03-31: 588027 (value 6350691; 0.02% of shares outstanding; change -0.01)
Holder of CARL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 73755 (value 796554; 0.00% of shares outstanding; change 0.00)
Holder of CARL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 194638 (value 2102090; 0.01% of shares outstanding; change 0.00)
Holder of CARL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 173168 (value 1977578; 0.01% of shares outstanding; change 0.19)
Holder of CARL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 81627 (value 881571; 0.00% of shares outstanding; change 0.23)
Holder of CARL: RUSSELL INVESTMENT CO-U.S. Small Cap Equity Fund
Shares held as of 2026-04-30: 50314 (value 543391; 0.00% of shares outstanding; change 0.05)
Holder of CARL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 166358 (value 1886499; 0.01% of shares outstanding; change -0.04)
Holder of CARL: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 44052 (value 503073; 0.00% of shares outstanding; change 0.00)
Holder of CARL: JANUS INVESTMENT FUND-Janus Henderson Small Cap Value Fund
Shares held as of 2026-05-31: 343579 (value 3896185; 0.01% of shares outstanding; change 0.00)
Holder of CARL: JANUS INVESTMENT FUND-Janus Henderson Small-Mid Cap Value Fund
Shares held as of 2026-05-31: 54781 (value 621216; 0.00% of shares outstanding; change -0.02)
Holder of CARL: JANUS INVESTMENT FUND-Janus Henderson Venture Fund
Shares held as of 2026-05-31: 570341 (value 6467667; 0.02% of shares outstanding; change -0.03)
Holder of CARL: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-05-31: 59725 (value 723269; 0.00% of shares outstanding; change 1.00)
Holder of CARL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 189669 (value 2048425; 0.01% of shares outstanding; change 0.14)
Holder of CARL: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-06-30: 63213 (value 682700; 0.00% of shares outstanding; change 0.06)
Holder of CARR: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 19966895 (value 1275285562; 0.02% of shares outstanding; change 0.01)
Holder of CARR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 25153564 (value 1606558105; 0.03% of shares outstanding; change -0.01)
Holder of CARR: Capital Group Dividend Value ETF
Shares held as of 2026-02-28: 17049819 (value 1171152108; 0.02% of shares outstanding; change 0.60)
Holder of CARR: AMERICAN MUTUAL FUND
Shares held as of 2026-03-31: 28530680 (value 2048788061; 0.03% of shares outstanding; change 0.20)
Holder of CARR: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 10167297 (value 698391655; 0.01% of shares outstanding; change 0.00)
Holder of CARR: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 20376079 (value 1403504265; 0.02% of shares outstanding; change 1.05)
Holder of CARR: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 10033897 (value 640864990; 0.01% of shares outstanding; change 0.00)
Holder of CARR: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 10350522 (value 712943926; 0.01% of shares outstanding; change -0.26)
Holder of CARR: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 31676969 (value 2114120843; 0.04% of shares outstanding; change 0.28)
Holder of CARR: Investment Co of America
Shares held as of 2026-03-31: 31676969 (value 2175891077; 0.04% of shares outstanding; change 0.28)
Holder of CARR: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 19963932 (value 1375115581; 0.02% of shares outstanding; change 0.00)
Holder of CARR: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 17148544 (value 1181191663; 0.02% of shares outstanding; change -0.02)
Holder of CARR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 25212289 (value 1736622397; 0.03% of shares outstanding; change 0.00)
Holder of CARR: AMERICAN MUTUAL FUND
Shares held as of 2026-04-30: 28530680 (value 1904137522; 0.03% of shares outstanding; change 0.00)
Holder of CARR: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 10162640 (value 712096181; 0.01% of shares outstanding; change 0.01)
Holder of CARR: Capital Group Dividend Value ETF
Shares held as of 2026-05-31: 14541380 (value 1001610214; 0.02% of shares outstanding; change -0.15)
Holder of CARR: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 10351748 (value 713028373; 0.01% of shares outstanding; change 0.02)
Holder of CARR: AMERICAN MUTUAL FUND
Shares held as of 2026-06-30: 28530680 (value 1965193160; 0.03% of shares outstanding; change 0.00)
Holder of CARR: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 10167297 (value 700323389; 0.01% of shares outstanding; change 0.00)
Holder of CARR: Investment Co of America
Shares held as of 2026-06-30: 28366289 (value 1953869908; 0.03% of shares outstanding; change -0.10)
Holder of CARS: JPMorgan Trust I-JPMorgan Small Cap Blend Fund
Shares held as of 2025-12-31: 723384 (value 7436387; 0.01% of shares outstanding; change 4.64)
Holder of CARS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 645523 (value 6635976; 0.01% of shares outstanding; change -0.53)
Holder of CARS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1782439 (value 18323472; 0.03% of shares outstanding; change -0.08)
Holder of CARS: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 3720169 (value 37015680; 0.07% of shares outstanding; change 0.00)
Holder of CARS: Fidelity Puritan Trust-Fidelity Low-Priced Stock K6 Fund
Shares held as of 2026-02-28: 677046 (value 6736607; 0.01% of shares outstanding; change 0.00)
Holder of CARS: Fidelity Puritan Trust-Fidelity Series Intrinsic Opportunities Fund
Shares held as of 2026-02-28: 684300 (value 6808784; 0.01% of shares outstanding; change 0.00)
Holder of CARS: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 1141600 (value 10514136; 0.02% of shares outstanding; change 1.00)
Holder of CARS: JPMorgan Trust I-JPMorgan Small Cap Blend Fund
Shares held as of 2026-03-31: 1290993 (value 14794779; 0.02% of shares outstanding; change 0.78)
Holder of CARS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 635711 (value 6325324; 0.01% of shares outstanding; change 0.05)
Holder of CARS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1782439 (value 20426751; 0.03% of shares outstanding; change 0.00)
Holder of CARS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1285851 (value 13218547; 0.02% of shares outstanding; change -0.03)
Holder of CARS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1562001 (value 14386029; 0.03% of shares outstanding; change 0.05)
Holder of CARS: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-04-30: 1275495 (value 12091692; 0.02% of shares outstanding; change 0.00)
Holder of CARS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 774798 (value 8879185; 0.01% of shares outstanding; change 0.53)
Holder of CARS: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 3681832 (value 42193794; 0.07% of shares outstanding; change -0.01)
Holder of CARS: Fidelity Puritan Trust-Fidelity Low-Priced Stock K6 Fund
Shares held as of 2026-04-30: 673046 (value 7713107; 0.01% of shares outstanding; change -0.01)
Holder of CARS: Fidelity Puritan Trust-Fidelity Series Intrinsic Opportunities Fund
Shares held as of 2026-04-30: 680200 (value 7795092; 0.01% of shares outstanding; change -0.01)
Holder of CARS: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 1141600 (value 12489103; 0.02% of shares outstanding; change 0.00)
Holder of CARS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1258113 (value 14241838; 0.02% of shares outstanding; change -0.02)
Holder of CARS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1656518 (value 17890394; 0.03% of shares outstanding; change 0.06)
Holder of CARS: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-05-31: 1267371 (value 13687607; 0.02% of shares outstanding; change -0.01)
Holder of CARS: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 1089200 (value 12482232; 0.02% of shares outstanding; change -0.05)
Holder of CARS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1270091 (value 14555242; 0.02% of shares outstanding; change 0.01)
Holder of CARS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1809690 (value 20739047; 0.03% of shares outstanding; change 0.09)
Holder of CARS: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-06-30: 1258128 (value 14418146; 0.02% of shares outstanding; change -0.01)
Holder of CART: EntrepreneurShares Series Trust-ERShares Private-Public Crossover ETF
Shares held as of 2025-12-31: 1147049 (value 45652549; 0.00% of shares outstanding; change 2.08)
Holder of CART: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1981178 (value 78850882; 0.01% of shares outstanding; change 0.00)
Holder of CART: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 2521191 (value 100343399; 0.01% of shares outstanding; change -0.04)
Holder of CART: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 4468094 (value 177830137; 0.02% of shares outstanding; change -0.05)
Holder of CART: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 6189323 (value 246335050; 0.03% of shares outstanding; change 0.00)
Holder of CART: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 977495 (value 40331442; 0.00% of shares outstanding; change 0.02)
Holder of CART: Fidelity Contrafund
Shares held as of 2026-03-31: 1411900 (value 56193618; 0.01% of shares outstanding; change 0.00)
Holder of CART: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2052096 (value 86618970; 0.01% of shares outstanding; change 0.04)
Holder of CART: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 2176034 (value 91850393; 0.01% of shares outstanding; change -0.14)
Holder of CART: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3883439 (value 163919956; 0.02% of shares outstanding; change -0.13)
Holder of CART: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5354658 (value 226020109; 0.02% of shares outstanding; change -0.13)
Holder of CART: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 978448 (value 46329511; 0.00% of shares outstanding; change 0.00)
Holder of CART: Fidelity Contrafund
Shares held as of 2026-04-30: 1411900 (value 66853462; 0.01% of shares outstanding; change 0.00)
Holder of CART: Pacer Funds Trust-Pacer US Small Cap Cash Cows 100 ETF
Shares held as of 2026-04-30: 929625 (value 39239470; 0.00% of shares outstanding; change 0.27)
Holder of CART: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 1390340 (value 57344571; 0.01% of shares outstanding; change 0.00)
Holder of CART: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 400 Mid Cap ETF
Shares held as of 2026-04-30: 914805 (value 37731131; 0.00% of shares outstanding; change 0.02)
Holder of CART: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 6207491 (value 276543719; 0.03% of shares outstanding; change 0.02)
Holder of CART: iShares Trust-iShares S&P Mid-Cap 400 Value ETF
Shares held as of 2026-04-30: 931347 (value 41491508; 0.00% of shares outstanding; change 0.00)
Holder of CART: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 945606 (value 39914028; 0.00% of shares outstanding; change -0.03)
Holder of CART: Fidelity Covington Trust-Fidelity Enhanced Mid Cap Core ETF
Shares held as of 2026-05-31: 928669 (value 42514465; 0.00% of shares outstanding; change 0.03)
Holder of CART: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 1376771 (value 65713279; 0.01% of shares outstanding; change -0.01)
Holder of CART: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 6234426 (value 263155115; 0.03% of shares outstanding; change 0.00)
Holder of CART: iShares Trust-iShares S&P Mid-Cap 400 Value ETF
Shares held as of 2026-05-31: 923488 (value 42314219; 0.00% of shares outstanding; change -0.01)
Holder of CART: Fidelity Covington Trust-Fidelity Enhanced Mid Cap Core ETF
Shares held as of 2026-06-30: 1023845 (value 43216496; 0.00% of shares outstanding; change 0.10)
Holder of CART: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF
Shares held as of 2026-06-30: 1151225 (value 48593206; 0.00% of shares outstanding; change 1.00)
Holder of CART: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 1265822 (value 53430345; 0.01% of shares outstanding; change -0.08)
Holder of CAS.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 1286249 (value 14303088; 0.01% of shares outstanding; change 0.03)
Holder of CAS.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 235190 (value 2739963; 0.00% of shares outstanding; change 0.00)
Holder of CAS.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Vector Eqy. PORT.
Shares held as of 2026-01-31: 91906 (value 1070704; 0.00% of shares outstanding; change 0.00)
Holder of CAS.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 637040 (value 7083884; 0.01% of shares outstanding; change 0.00)
Holder of CAS.TO: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-01-31: 131335 (value 1572079; 0.00% of shares outstanding; change 0.06)
Holder of CAS.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 115659 (value 1347427; 0.00% of shares outstanding; change -0.03)
Holder of CAS.TO: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 419371 (value 4885671; 0.00% of shares outstanding; change 0.04)
Holder of CAS.TO: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-01-31: 108466 (value 1298338; 0.00% of shares outstanding; change 0.00)
Holder of CAS.TO: SCHWAB STRATEGIC TRT-Schwab Fd.amental Intl Small Eqy. ETF
Shares held as of 2026-02-28: 318615 (value 3979501; 0.00% of shares outstanding; change 0.00)
Holder of CAS.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 1143913 (value 12445773; 0.01% of shares outstanding; change 0.00)
Holder of CAS.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 1286249 (value 16065249; 0.01% of shares outstanding; change 0.00)
Holder of CAS.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 274315 (value 3426194; 0.00% of shares outstanding; change 0.17)
Holder of CAS.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Vector Eqy. PORT.
Shares held as of 2026-04-30: 93681 (value 1170075; 0.00% of shares outstanding; change 0.02)
Holder of CAS.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 637040 (value 7956629; 0.01% of shares outstanding; change 0.00)
Holder of CAS.TO: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-04-30: 131335 (value 1640374; 0.00% of shares outstanding; change 0.00)
Holder of CAS.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 137519 (value 1717612; 0.00% of shares outstanding; change 0.19)
Holder of CAS.TO: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 433971 (value 5420297; 0.00% of shares outstanding; change 0.03)
Holder of CAS.TO: Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF
Shares held as of 2026-04-30: 107166 (value 1338503; 0.00% of shares outstanding; change -0.01)
Holder of CAS.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 1065636 (value 12372033; 0.01% of shares outstanding; change -0.07)
Holder of CAS.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 989458 (value 12358330; 0.01% of shares outstanding; change -0.07)
Holder of CASH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 246007 (value 20231615; 0.01% of shares outstanding; change 0.00)
Holder of CASH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 470928 (value 38729117; 0.02% of shares outstanding; change -0.37)
Holder of CASH: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-02-28: 617500 (value 50665876; 0.03% of shares outstanding; change 0.01)
Holder of CASH: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 221980 (value 18213459; 0.01% of shares outstanding; change 0.01)
Holder of CASH: Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund
Shares held as of 2026-02-28: 555500 (value 45578776; 0.03% of shares outstanding; change -0.01)
Holder of CASH: American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 210000 (value 17270399; 0.01% of shares outstanding; change -0.21)
Holder of CASH: American Century Capital Portfolios, Inc.-Small Cap Value Fund
Shares held as of 2026-03-31: 210000 (value 18039000; 0.01% of shares outstanding; change -0.21)
Holder of CASH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 241972 (value 20785395; 0.01% of shares outstanding; change -0.02)
Holder of CASH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 492258 (value 42284962; 0.02% of shares outstanding; change 0.05)
Holder of CASH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 541095 (value 44499651; 0.03% of shares outstanding; change -0.04)
Holder of CASH: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 637803 (value 51776847; 0.03% of shares outstanding; change 0.02)
Holder of CASH: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-04-30: 617500 (value 53043250; 0.03% of shares outstanding; change 0.00)
Holder of CASH: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 218247 (value 18747417; 0.01% of shares outstanding; change -0.02)
Holder of CASH: Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund
Shares held as of 2026-04-30: 555500 (value 47717450; 0.03% of shares outstanding; change 0.00)
Holder of CASH: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 310508 (value 26135457; 0.01% of shares outstanding; change 0.05)
Holder of CASH: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1318102 (value 108150273; 0.06% of shares outstanding; change 0.00)
Holder of CASH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 541095 (value 48698550; 0.03% of shares outstanding; change 0.00)
Holder of CASH: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 642526 (value 57827340; 0.03% of shares outstanding; change 0.01)
Holder of CASH: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 286757 (value 25785188; 0.01% of shares outstanding; change -0.08)
Holder of CASH: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1295202 (value 111257853; 0.06% of shares outstanding; change -0.02)
Holder of CASH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 531695 (value 45672601; 0.03% of shares outstanding; change -0.02)
Holder of CASH: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 650918 (value 55913857; 0.03% of shares outstanding; change 0.01)
Holder of CASH: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 380958 (value 32724292; 0.02% of shares outstanding; change 0.33)
Holder of CASS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 128660 (value 5922219; 0.01% of shares outstanding; change -0.04)
Holder of CASS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 405688 (value 18673818; 0.03% of shares outstanding; change -0.04)
Holder of CASS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 117508 (value 5818996; 0.01% of shares outstanding; change 0.01)
Holder of CASS: HEARTLAND GROUP INC.-Heartland Value Fund
Shares held as of 2026-03-31: 345682 (value 18753248; 0.03% of shares outstanding; change 0.00)
Holder of CASS: TRIBUTARY CAPITAL MANAGEMENT, LLC-Small Company Fund
Shares held as of 2026-03-31: 148586 (value 8060790; 0.01% of shares outstanding; change -0.02)
Holder of CASS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 128268 (value 6958539; 0.01% of shares outstanding; change 0.00)
Holder of CASS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 407948 (value 22131179; 0.03% of shares outstanding; change 0.01)
Holder of CASS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 312962 (value 14405640; 0.02% of shares outstanding; change -0.02)
Holder of CASS: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-04-30: 276658 (value 13680738; 0.02% of shares outstanding; change 0.00)
Holder of CASS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 115301 (value 6255079; 0.01% of shares outstanding; change -0.02)
Holder of CASS: ProShares Trust-ProShares Russell 2000 Dividend Growers ETF
Shares held as of 2026-04-30: 138503 (value 6580969; 0.01% of shares outstanding; change 0.00)
Holder of CASS: ProShares Trust-ProShares S&P Technology Dividend Aristocrats ETF
Shares held as of 2026-04-30: 143285 (value 6808186; 0.01% of shares outstanding; change -0.04)
Holder of CASS: Unified Series Trust-Crawford Small Cap Dividend Fund
Shares held as of 2026-04-30: 87295 (value 4583860; 0.01% of shares outstanding; change 0.07)
Holder of CASS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 300704 (value 15789966; 0.02% of shares outstanding; change -0.04)
Holder of CASS: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 83553 (value 3970020; 0.01% of shares outstanding; change 0.00)
Holder of CASS: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-05-31: 274896 (value 14249233; 0.02% of shares outstanding; change -0.01)
Holder of CASS: ProShares Trust-ProShares Russell 2000 Dividend Growers ETF
Shares held as of 2026-05-31: 139409 (value 7320366; 0.01% of shares outstanding; change 0.01)
Holder of CASS: ProShares Trust-ProShares S&P Technology Dividend Aristocrats ETF
Shares held as of 2026-05-31: 145387 (value 7634271; 0.01% of shares outstanding; change 0.01)
Holder of CASS: Unified Series Trust-Crawford Small Cap Dividend Fund
Shares held as of 2026-05-31: 90725 (value 4921831; 0.01% of shares outstanding; change 0.04)
Holder of CASS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 303566 (value 16468455; 0.02% of shares outstanding; change 0.01)
Holder of CASS: Brown Advisory Funds-Brown Advisory Small-Cap Fundamental Value Fund
Shares held as of 2026-06-30: 272891 (value 14804336; 0.02% of shares outstanding; change -0.01)
Holder of CASS: ProShares Trust-ProShares Russell 2000 Dividend Growers ETF
Shares held as of 2026-06-30: 134833 (value 7314690; 0.01% of shares outstanding; change -0.03)
Holder of CASS: ProShares Trust-ProShares S&P Technology Dividend Aristocrats ETF
Shares held as of 2026-06-30: 143559 (value 7788075; 0.01% of shares outstanding; change -0.01)
Holder of CAST: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 12750 (value 8638; 0.00% of shares outstanding; change 1.00)
Holder of CAST: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 20105 (value 135105; 0.00% of shares outstanding; change 0.58)
Holder of CAST: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 20105 (value 38802; 0.00% of shares outstanding; change 0.00)
Holder of CASY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 400625 (value 307335468; 0.01% of shares outstanding; change 0.01)
Holder of CASY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 475990 (value 365150975; 0.01% of shares outstanding; change -0.04)
Holder of CASY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 843676 (value 647217618; 0.02% of shares outstanding; change -0.04)
Holder of CASY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1172859 (value 899747070; 0.03% of shares outstanding; change 0.00)
Holder of CASY: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2025-12-31: 425000 (value 326034506; 0.01% of shares outstanding; change -0.16)
Holder of CASY: Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund
Shares held as of 2026-03-31: 397112 (value 342163614; 0.01% of shares outstanding; change -0.38)
Holder of CASY: Franklin Managed Trust-FRANKLIN RISING DIVIDENDS FUND
Shares held as of 2026-03-31: 415000 (value 357576452; 0.01% of shares outstanding; change -0.17)
Holder of CASY: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 395856 (value 341081407; 0.01% of shares outstanding; change 0.00)
Holder of CASY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 413671 (value 356431345; 0.01% of shares outstanding; change 0.03)
Holder of CASY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 478085 (value 411932380; 0.01% of shares outstanding; change 0.00)
Holder of CASY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 854684 (value 736421379; 0.02% of shares outstanding; change 0.01)
Holder of CASY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1177065 (value 1014194521; 0.03% of shares outstanding; change 0.00)
Holder of CASY: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 475010 (value 400077172; 0.01% of shares outstanding; change 1.00)
Holder of CASY: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 438404 (value 392432962; 0.01% of shares outstanding; change 1.00)
Holder of CASY: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 479473 (value 382341351; 0.01% of shares outstanding; change 1.00)
Holder of CASY: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 474348 (value 408712469; 0.01% of shares outstanding; change 0.00)
Holder of CASY: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 445666 (value 375740993; 0.01% of shares outstanding; change 0.02)
Holder of CASY: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 488537 (value 420938137; 0.01% of shares outstanding; change 0.02)
Holder of CASY: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 447437 (value 385525144; 0.01% of shares outstanding; change 0.00)
Holder of CAT: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 11801945 (value 10336969509; 0.03% of shares outstanding; change 0.02)
Holder of CAT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 14706940 (value 12881367465; 0.03% of shares outstanding; change 0.00)
Holder of CAT: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 5942071 (value 5204481697; 0.01% of shares outstanding; change 0.00)
Holder of CAT: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 11822770 (value 10507250151; 0.03% of shares outstanding; change 0.00)
Holder of CAT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 14774691 (value 13130710843; 0.03% of shares outstanding; change 0.00)
Holder of CAT: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 4303740 (value 3824862766; 0.01% of shares outstanding; change 0.00)
Holder of CAT: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 2623484 (value 2331568884; 0.01% of shares outstanding; change -0.02)
Holder of CAT: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 2691060 (value 2652900788; 0.01% of shares outstanding; change 0.08)
Holder of CAT: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 5962588 (value 5878038545; 0.01% of shares outstanding; change 0.00)
Holder of CAT: SELECT SECTOR SPDR TRT-State Street Industrial Select Sector SPDR ETF
Shares held as of 2026-04-30: 2597329 (value 2560498893; 0.01% of shares outstanding; change 0.00)
Holder of CAT: SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones 
Shares held as of 2026-04-30: 5310732 (value 4835793276; 0.01% of shares outstanding; change -0.04)
Holder of CAT: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 5562530 (value 5065072982; 0.01% of shares outstanding; change 0.03)
Holder of CAT: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-04-30: 2612169 (value 2321512904; 0.01% of shares outstanding; change 0.01)
Holder of CAT: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-04-30: 2696641 (value 2556631445; 0.01% of shares outstanding; change 0.00)
Holder of CAT: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 6018317 (value 5798829155; 0.01% of shares outstanding; change 0.01)
Holder of CAT: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 5954288 (value 5291754257; 0.01% of shares outstanding; change 0.00)
Holder of CAT: SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones 
Shares held as of 2026-05-31: 5393811 (value 5113764425; 0.01% of shares outstanding; change 0.02)
Holder of CAT: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 5610082 (value 5318806638; 0.01% of shares outstanding; change 0.01)
Holder of CAT: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 6130381 (value 5448253386; 0.01% of shares outstanding; change 0.02)
Holder of CAT: SELECT SECTOR SPDR TRT-State Street Industrial Select Sector SPDR ETF
Shares held as of 2026-06-30: 2704353 (value 2403439588; 0.01% of shares outstanding; change 0.04)
Holder of CAT: SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones 
Shares held as of 2026-06-30: 5097433 (value 4530241530; 0.01% of shares outstanding; change -0.05)
Holder of CAT: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 5563575 (value 4944515901; 0.01% of shares outstanding; change -0.01)
Holder of CAT.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 2256683 (value 8372294; 0.01% of shares outstanding; change 0.16)
Holder of CAT.AX: DFA INVESTMENT TRUST CO-The Asia Pacific Small Company Series
Shares held as of 2026-01-31: 1327987 (value 4169879; 0.00% of shares outstanding; change 1.50)
Holder of CAT.AX: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 364526 (value 1144611; 0.00% of shares outstanding; change 0.20)
Holder of CAT.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 870286 (value 2732698; 0.00% of shares outstanding; change 0.18)
Holder of CAT.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Pacific Stock Index Fd.
Shares held as of 2026-01-31: 295748 (value 925691; 0.00% of shares outstanding; change 0.30)
Holder of CAT.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 3345144 (value 10503752; 0.01% of shares outstanding; change 0.13)
Holder of CAT.AX: SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF
Shares held as of 2026-02-28: 492654 (value 1679950; 0.00% of shares outstanding; change 0.13)
Holder of CAT.AX: Driehaus Mutual Funds-Driehaus International Small Cap Growth Fund
Shares held as of 2026-03-31: 601752 (value 2051974; 0.00% of shares outstanding; change -0.37)
Holder of CAT.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2340559 (value 7981306; 0.01% of shares outstanding; change 0.04)
Holder of CAT.AX: DFA INVESTMENT TRUST CO-The Asia Pacific Small Company Series
Shares held as of 2026-04-30: 1324968 (value 4518140; 0.00% of shares outstanding; change 0.00)
Holder of CAT.AX: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 294661 (value 1004794; 0.00% of shares outstanding; change -0.19)
Holder of CAT.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 949486 (value 3237747; 0.00% of shares outstanding; change 0.09)
Holder of CAT.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Pacific Stock Index Fd.
Shares held as of 2026-04-30: 295748 (value 1008500; 0.00% of shares outstanding; change 0.00)
Holder of CAT.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3521247 (value 12007452; 0.01% of shares outstanding; change 0.05)
Holder of CAT.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1593605 (value 5482001; 0.01% of shares outstanding; change 0.01)
Holder of CAT.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 902042 (value 3103024; 0.00% of shares outstanding; change 0.00)
Holder of CAT.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1606735 (value 5478966; 0.01% of shares outstanding; change 0.01)
Holder of CAT.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 960594 (value 3275625; 0.00% of shares outstanding; change 0.06)
Holder of CAT1.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 5942071 (value 4397132540; 0.01% of shares outstanding; change 0.00)
Holder of CAT1.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 11822770 (value 9269051680; 0.03% of shares outstanding; change 0.00)
Holder of CAT1.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 14774691 (value 11583357744; 0.03% of shares outstanding; change 0.00)
Holder of CAT1.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 4303740 (value 3374132160; 0.01% of shares outstanding; change 0.00)
Holder of CAT1.DE: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 2623484 (value 2056811456; 0.01% of shares outstanding; change -0.02)
Holder of CAT1.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 2691060 (value 1991384400; 0.01% of shares outstanding; change 0.08)
Holder of CAT1.DE: SELECT SECTOR SPDR TRT-State Street Industrial Select Sector SPDR ETF
Shares held as of 2026-04-30: 2597329 (value 1922023460; 0.01% of shares outstanding; change 0.00)
Holder of CAT1.DE: SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones 
Shares held as of 2026-04-30: 5310732 (value 3929941680; 0.01% of shares outstanding; change -0.04)
Holder of CAT1.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 5562530 (value 4116272200; 0.01% of shares outstanding; change 0.03)
Holder of CAT1.DE: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-04-30: 2612169 (value 2047940496; 0.01% of shares outstanding; change 0.01)
Holder of CAT1.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 6018317 (value 4453554580; 0.01% of shares outstanding; change 0.01)
Holder of CAT1.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 5954288 (value 4668161792; 0.01% of shares outstanding; change 0.00)
Holder of CAT1.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 6130381 (value 4806218704; 0.01% of shares outstanding; change 0.02)
Holder of CAT1.DE: SELECT SECTOR SPDR TRT-State Street Industrial Select Sector SPDR ETF
Shares held as of 2026-06-30: 2704353 (value 2120212752; 0.01% of shares outstanding; change 0.04)
Holder of CAT1.DE: SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones 
Shares held as of 2026-06-30: 5097433 (value 3996387472; 0.01% of shares outstanding; change -0.05)
Holder of CAT1.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 5563575 (value 4361842800; 0.01% of shares outstanding; change -0.01)
Holder of CATO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 157362 (value 509852; 0.01% of shares outstanding; change -0.10)
Holder of CATO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 535414 (value 1734741; 0.03% of shares outstanding; change 0.00)
Holder of CATO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 78422 (value 262713; 0.00% of shares outstanding; change -0.13)
Holder of CATO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 67214 (value 221806; 0.00% of shares outstanding; change -0.05)
Holder of CATO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 65745 (value 216958; 0.00% of shares outstanding; change 0.00)
Holder of CATO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 124819 (value 411902; 0.01% of shares outstanding; change -0.31)
Holder of CATO: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 59788 (value 193713; 0.00% of shares outstanding; change -0.10)
Holder of CATO: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-01-31: 50261 (value 162845; 0.00% of shares outstanding; change 0.00)
Holder of CATO: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 69710 (value 230042; 0.00% of shares outstanding; change 0.00)
Holder of CATO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 70426 (value 223954; 0.00% of shares outstanding; change -0.06)
Holder of CATO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 157362 (value 519294; 0.01% of shares outstanding; change 0.00)
Holder of CATO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 535414 (value 1766866; 0.03% of shares outstanding; change 0.00)
Holder of CATO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 69657 (value 229868; 0.00% of shares outstanding; change -0.11)
Holder of CATO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 61966 (value 204487; 0.00% of shares outstanding; change -0.08)
Holder of CATO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 65745 (value 216958; 0.00% of shares outstanding; change 0.00)
Holder of CATO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 67360 (value 222287; 0.00% of shares outstanding; change -0.46)
Holder of CATO: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 54900 (value 181169; 0.00% of shares outstanding; change -0.08)
Holder of CATO: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-04-30: 50261 (value 165861; 0.00% of shares outstanding; change 0.00)
Holder of CATO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 70170 (value 227350; 0.00% of shares outstanding; change 0.00)
Holder of CATO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 70170 (value 231560; 0.00% of shares outstanding; change 0.00)
Holder of CATX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 621135 (value 2447271; 0.01% of shares outstanding; change -0.01)
Holder of CATX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1862309 (value 7337497; 0.02% of shares outstanding; change 0.00)
Holder of CATX: TIAA-CREF Funds-Nuveen Equity Index Fund
Shares held as of 2026-01-31: 432337 (value 1275394; 0.00% of shares outstanding; change 0.00)
Holder of CATX: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-01-31: 744520 (value 2196334; 0.01% of shares outstanding; change -0.02)
Holder of CATX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 583884 (value 1722457; 0.01% of shares outstanding; change 0.00)
Holder of CATX: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 292396 (value 997070; 0.00% of shares outstanding; change 0.01)
Holder of CATX: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 294859 (value 858039; 0.00% of shares outstanding; change 0.01)
Holder of CATX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 461943 (value 1399687; 0.00% of shares outstanding; change 0.21)
Holder of CATX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 959624 (value 2792505; 0.01% of shares outstanding; change 0.55)
Holder of CATX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3313065 (value 9641019; 0.03% of shares outstanding; change 0.78)
Holder of CATX: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 693460 (value 2732232; 0.01% of shares outstanding; change 0.00)
Holder of CATX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1503489 (value 5923746; 0.01% of shares outstanding; change 0.02)
Holder of CATX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 531257 (value 2093152; 0.00% of shares outstanding; change 0.07)
Holder of CATX: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 370694 (value 1078719; 0.00% of shares outstanding; change 7.33)
Holder of CATX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 460262 (value 1569493; 0.00% of shares outstanding; change 0.00)
Holder of CATX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 616076 (value 1792781; 0.01% of shares outstanding; change 0.06)
Holder of CATX: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 1866771 (value 5506974; 0.02% of shares outstanding; change 0.09)
Holder of CATX: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 683366 (value 2480618; 0.01% of shares outstanding; change -0.01)
Holder of CATX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1444696 (value 5244246; 0.01% of shares outstanding; change -0.04)
Holder of CATX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 525197 (value 1906465; 0.00% of shares outstanding; change -0.01)
Holder of CATX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 445775 (value 1297205; 0.00% of shares outstanding; change -0.03)
Holder of CATX: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 1908335 (value 5620046; 0.02% of shares outstanding; change 0.02)
Holder of CATX: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 677598 (value 1971810; 0.01% of shares outstanding; change -0.01)
Holder of CATX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1458423 (value 4244011; 0.01% of shares outstanding; change 0.01)