speb/financial-data huggingface dataset:
Holder of CADL: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 2016559 (value 19278304; 0.03% of shares outstanding; change 1.00)
Holder of CADLR.OL: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 2024392 (value 115795223; 0.01% of shares outstanding; change 0.04)
Holder of CADLR.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 527798 (value 27841344; 0.00% of shares outstanding; change 0.01)
Holder of CADLR.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 782380 (value 42444115; 0.00% of shares outstanding; change 0.03)
Holder of CADLR.OL: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 3047048 (value 165302354; 0.01% of shares outstanding; change 0.00)
Holder of CADLR.OL: GMO TRUST-GMO Climate Change Fund
Shares held as of 2026-02-28: 283337 (value 15441866; 0.00% of shares outstanding; change 0.04)
Holder of CADLR.OL: SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF
Shares held as of 2026-02-28: 450590 (value 24557155; 0.00% of shares outstanding; change -0.01)
Holder of CADLR.OL: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1887096 (value 102846732; 0.00% of shares outstanding; change -0.07)
Holder of CADLR.OL: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 641536 (value 34290099; 0.00% of shares outstanding; change 0.92)
Holder of CADLR.OL: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 322925 (value 17599412; 0.00% of shares outstanding; change 1.52)
Holder of CADLR.OL: Fidelity Covington Trust-Fidelity Clean Energy ETF
Shares held as of 2026-04-30: 301969 (value 17272627; 0.00% of shares outstanding; change 1.00)
Holder of CADLR.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 472994 (value 25778173; 0.00% of shares outstanding; change -0.10)
Holder of CADLR.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 712343 (value 38822693; 0.00% of shares outstanding; change -0.09)
Holder of CADLR.OL: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3048233 (value 166128698; 0.01% of shares outstanding; change 0.00)
Holder of CADLR.OL: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1385330 (value 75500485; 0.00% of shares outstanding; change 0.01)
Holder of CADLR.OL: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 853505 (value 46516022; 0.00% of shares outstanding; change 0.00)
Holder of CADLR.OL: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 936122 (value 51018649; 0.00% of shares outstanding; change 0.46)
Holder of CADLR.OL: Fidelity Covington Trust-Fidelity Clean Energy ETF
Shares held as of 2026-05-31: 324736 (value 18688556; 0.00% of shares outstanding; change 0.08)
Holder of CAE: Artisan Partners Funds Inc.-Artisan International Small-Mid Fund
Shares held as of 2025-12-31: 1621753 (value 41857444; 0.01% of shares outstanding; change -0.09)
Holder of CAE: Datum One Series Trust-BRANDES INTERNATIONAL SMALL CAP EQUITY FUND
Shares held as of 2025-12-31: 1356967 (value 35023317; 0.00% of shares outstanding; change -0.09)
Holder of CAE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 3013846 (value 76853073; 0.01% of shares outstanding; change 0.02)
Holder of CAE: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-01-31: 1086754 (value 27244922; 0.00% of shares outstanding; change -0.02)
Holder of CAE: Legg Mason Partners Investment Trust-ClearBridge Mid Cap Fund
Shares held as of 2026-01-31: 896000 (value 22668799; 0.00% of shares outstanding; change -0.03)
Holder of CAE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 4659354 (value 116763408; 0.01% of shares outstanding; change 0.01)
Holder of CAE: VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund
Shares held as of 2026-01-31: 1014776 (value 25440434; 0.00% of shares outstanding; change -0.30)
Holder of CAE: Datum One Series Trust-BRANDES INTERNATIONAL EQUITY FUND
Shares held as of 2026-03-31: 1373441 (value 34583244; 0.00% of shares outstanding; change 0.19)
Holder of CAE: Datum One Series Trust-BRANDES INTERNATIONAL SMALL CAP EQUITY FUND
Shares held as of 2026-03-31: 1111623 (value 27990667; 0.00% of shares outstanding; change -0.18)
Holder of CAE: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 1375771 (value 35508648; 0.00% of shares outstanding; change 0.03)
Holder of CAE: SmallCap World Fund Inc
Shares held as of 2026-03-31: 964743 (value 24292229; 0.00% of shares outstanding; change 0.00)
Holder of CAE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 3086655 (value 77721973; 0.01% of shares outstanding; change 0.02)
Holder of CAE: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 1438458 (value 36062141; 0.00% of shares outstanding; change 0.05)
Holder of CAE: Invesco Exchange-Traded Fund Trust-Invesco Aerospace & Defense ETF
Shares held as of 2026-04-30: 2306226 (value 58347516; 0.01% of shares outstanding; change 0.01)
Holder of CAE: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-04-30: 1135424 (value 28589976; 0.00% of shares outstanding; change 0.04)
Holder of CAE: Legg Mason Partners Investment Trust-ClearBridge Mid Cap Fund
Shares held as of 2026-04-30: 896000 (value 22561280; 0.00% of shares outstanding; change 0.00)
Holder of CAE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 4662082 (value 117391226; 0.01% of shares outstanding; change 0.00)
Holder of CAE: -iShares Defense Industrials Active ETF
Shares held as of 2026-05-31: 1365372 (value 33711035; 0.00% of shares outstanding; change 0.65)
Holder of CAE: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 1471824 (value 37060528; 0.00% of shares outstanding; change 0.02)
Holder of CAE: Invesco Exchange-Traded Fund Trust-Invesco Aerospace & Defense ETF
Shares held as of 2026-05-31: 2265822 (value 55943146; 0.01% of shares outstanding; change -0.02)
Holder of CAE: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-05-31: 3696866 (value 94307052; 0.01% of shares outstanding; change 1.00)
Holder of CAE: -iShares Defense Industrials Active ETF
Shares held as of 2026-06-30: 1581571 (value 39823958; 0.00% of shares outstanding; change 0.16)
Holder of CAE: Invesco Exchange-Traded Fund Trust-Invesco Aerospace & Defense ETF
Shares held as of 2026-06-30: 2424111 (value 61039115; 0.01% of shares outstanding; change 0.07)
Holder of CAE.TO: Artisan Partners Funds Inc.-Artisan International Small-Mid Fund
Shares held as of 2025-12-31: 1621753 (value 57685753; 0.01% of shares outstanding; change -0.09)
Holder of CAE.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 3013846 (value 107202501; 0.01% of shares outstanding; change 0.02)
Holder of CAE.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-01-31: 1086754 (value 38568901; 0.00% of shares outstanding; change -0.02)
Holder of CAE.TO: Legg Mason Partners Investment Trust-ClearBridge Mid Cap Fund
Shares held as of 2026-01-31: 896000 (value 31709439; 0.00% of shares outstanding; change -0.03)
Holder of CAE.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 4659354 (value 165453652; 0.01% of shares outstanding; change 0.01)
Holder of CAE.TO: VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund
Shares held as of 2026-01-31: 1014776 (value 36014401; 0.00% of shares outstanding; change -0.30)
Holder of CAE.TO: Datum One Series Trust-BRANDES INTERNATIONAL EQUITY FUND
Shares held as of 2026-03-31: 1373441 (value 48770887; 0.00% of shares outstanding; change 0.19)
Holder of CAE.TO: Datum One Series Trust-BRANDES INTERNATIONAL SMALL CAP EQUITY FUND
Shares held as of 2026-03-31: 1111623 (value 39473730; 0.00% of shares outstanding; change -0.18)
Holder of CAE.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 1375771 (value 48936174; 0.00% of shares outstanding; change 0.03)
Holder of CAE.TO: SmallCap World Fund Inc
Shares held as of 2026-03-31: 964743 (value 34258022; 0.00% of shares outstanding; change 0.00)
Holder of CAE.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 3086655 (value 109607113; 0.01% of shares outstanding; change 0.02)
Holder of CAE.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 1438458 (value 51050876; 0.00% of shares outstanding; change 0.05)
Holder of CAE.TO: Invesco Exchange-Traded Fund Trust-Invesco Aerospace & Defense ETF
Shares held as of 2026-04-30: 2306226 (value 81617336; 0.01% of shares outstanding; change 0.01)
Holder of CAE.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-04-30: 1135424 (value 40318904; 0.00% of shares outstanding; change 0.04)
Holder of CAE.TO: Legg Mason Partners Investment Trust-ClearBridge Mid Cap Fund
Shares held as of 2026-04-30: 896000 (value 31816958; 0.00% of shares outstanding; change 0.00)
Holder of CAE.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 4662082 (value 165550523; 0.01% of shares outstanding; change 0.00)
Holder of CAE.TO: -iShares Defense Industrials Active ETF
Shares held as of 2026-05-31: 1365372 (value 47228217; 0.00% of shares outstanding; change 0.65)
Holder of CAE.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 1471824 (value 52264467; 0.00% of shares outstanding; change 0.02)
Holder of CAE.TO: Invesco Exchange-Traded Fund Trust-Invesco Aerospace & Defense ETF
Shares held as of 2026-05-31: 2265822 (value 78374783; 0.01% of shares outstanding; change -0.02)
Holder of CAE.TO: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-05-31: 3696866 (value 135157426; 0.01% of shares outstanding; change 1.00)
Holder of CAE.TO: -iShares Defense Industrials Active ETF
Shares held as of 2026-06-30: 1581571 (value 56161583; 0.00% of shares outstanding; change 0.16)
Holder of CAE.TO: Invesco Exchange-Traded Fund Trust-Invesco Aerospace & Defense ETF
Shares held as of 2026-06-30: 2424111 (value 86080177; 0.01% of shares outstanding; change 0.07)
Holder of CAF: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 62000 (value 1248059; 0.00% of shares outstanding; change 0.68)
Holder of CAF: HC Capital Trust-The Emerging Markets Portfolio
Shares held as of 2025-12-31: 128464 (value 2585980; 0.01% of shares outstanding; change 0.31)
Holder of CAF: Exchange Listed Funds Trust-Saba Closed-End Funds ETF
Shares held as of 2026-02-28: 41762 (value 829810; 0.00% of shares outstanding; change -0.10)
Holder of CAF: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 110000 (value 2185700; 0.01% of shares outstanding; change 0.77)
Holder of CAF: HC Capital Trust-The Emerging Markets Portfolio
Shares held as of 2026-03-31: 133657 (value 2655764; 0.01% of shares outstanding; change 0.04)
Holder of CAF: Starboard Investment Trust-Matisse Discounted Closed-End Fund Strategy
Shares held as of 2026-03-31: 109619 (value 2178129; 0.01% of shares outstanding; change -0.22)
Holder of CAG: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 12060652 (value 160165455; 0.03% of shares outstanding; change 0.02)
Holder of CAG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 10852027 (value 144114915; 0.02% of shares outstanding; change -0.04)
Holder of CAG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 6998950 (value 92946054; 0.01% of shares outstanding; change -0.04)
Holder of CAG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 15074257 (value 200186128; 0.03% of shares outstanding; change 0.00)
Holder of CAG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 6109147 (value 81129470; 0.01% of shares outstanding; change 0.00)
Holder of CAG: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 12156654 (value 179553785; 0.03% of shares outstanding; change 0.01)
Holder of CAG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 11030256 (value 162916886; 0.02% of shares outstanding; change 0.02)
Holder of CAG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 7023981 (value 103744202; 0.01% of shares outstanding; change 0.00)
Holder of CAG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 15204078 (value 224564239; 0.03% of shares outstanding; change 0.01)
Holder of CAG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 5335455 (value 78804672; 0.01% of shares outstanding; change 0.25)
Holder of CAG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 6130204 (value 80918691; 0.01% of shares outstanding; change 0.00)
Holder of CAG: Invesco Exch-Trd Fd. TRT II-Invesco S&P 500 High Dividend Low Volatili
Shares held as of 2026-04-30: 5584469 (value 76730602; 0.01% of shares outstanding; change -0.01)
Holder of CAG: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 9935726 (value 136516872; 0.02% of shares outstanding; change -0.03)
Holder of CAG: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 5765499 (value 79217954; 0.01% of shares outstanding; change 0.03)
Holder of CAG: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 3850500 (value 56871886; 0.01% of shares outstanding; change 0.00)
Holder of CAG: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 6189995 (value 88764529; 0.01% of shares outstanding; change 0.00)
Holder of CAG: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-04-30: 9333015 (value 123195796; 0.02% of shares outstanding; change 0.01)
Holder of CAG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 6121721 (value 90417821; 0.01% of shares outstanding; change 0.00)
Holder of CAG: Invesco Exch-Trd Fd. TRT II-Invesco S&P 500 High Dividend Low Volatili
Shares held as of 2026-05-31: 5623723 (value 80306762; 0.01% of shares outstanding; change 0.01)
Holder of CAG: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 9891145 (value 141245547; 0.02% of shares outstanding; change 0.00)
Holder of CAG: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 5821377 (value 80160363; 0.01% of shares outstanding; change 0.01)
Holder of CAG: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 6304943 (value 93124010; 0.01% of shares outstanding; change 0.02)
Holder of CAG: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 9377406 (value 138504290; 0.02% of shares outstanding; change 0.00)
Holder of CAG: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 4393349 (value 64889766; 0.01% of shares outstanding; change 1.00)
Holder of CAH: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 5991420 (value 1179111474; 0.03% of shares outstanding; change 0.02)
Holder of CAH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 7457803 (value 1467695653; 0.03% of shares outstanding; change -0.01)
Holder of CAH: BLACKROCK EQUITY DIVIDEND FUND
Shares held as of 2026-01-31: 1646425 (value 365127679; 0.01% of shares outstanding; change -0.44)
Holder of CAH: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-01-31: 2840801 (value 630004449; 0.01% of shares outstanding; change 0.00)
Holder of CAH: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 3005166 (value 591416677; 0.01% of shares outstanding; change -0.01)
Holder of CAH: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 5979391 (value 1363480522; 0.03% of shares outstanding; change 0.00)
Holder of CAH: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 5081904 (value 1158826562; 0.02% of shares outstanding; change -0.02)
Holder of CAH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7469929 (value 1703367900; 0.03% of shares outstanding; change 0.00)
Holder of CAH: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 2176927 (value 496404661; 0.01% of shares outstanding; change 0.00)
Holder of CAH: BLACKROCK EQUITY DIVIDEND FUND
Shares held as of 2026-04-30: 1607689 (value 366601320; 0.01% of shares outstanding; change -0.02)
Holder of CAH: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 3015548 (value 668758092; 0.01% of shares outstanding; change 0.00)
Holder of CAH: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-04-30: 1702550 (value 377574520; 0.01% of shares outstanding; change -0.01)
Holder of CAH: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2805651 (value 628044993; 0.01% of shares outstanding; change 0.03)
Holder of CAH: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-04-30: 2317298 (value 528413460; 0.01% of shares outstanding; change -0.18)
Holder of CAH: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 3043689 (value 722937024; 0.01% of shares outstanding; change 0.01)
Holder of CAH: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 3011345 (value 686676996; 0.01% of shares outstanding; change 0.00)
Holder of CAH: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-05-31: 1637384 (value 384629686; 0.01% of shares outstanding; change -0.04)
Holder of CAH: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 2833188 (value 665530023; 0.01% of shares outstanding; change 0.01)
Holder of CAH: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 3100133 (value 706923324; 0.01% of shares outstanding; change 0.02)
Holder of CAH: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-06-30: 1660452 (value 378632867; 0.01% of shares outstanding; change 0.01)
Holder of CAH: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2830834 (value 645515073; 0.01% of shares outstanding; change 0.00)
Holder of CAI: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2025-12-31: 1916953 (value 31610554; 0.01% of shares outstanding; change 5.41)
Holder of CAI: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2025-12-31: 2706504 (value 45252745; 0.01% of shares outstanding; change 0.21)
Holder of CAI: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 1509053 (value 25231365; 0.01% of shares outstanding; change 5.01)
Holder of CAI: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 1583517 (value 26476403; 0.01% of shares outstanding; change 1.29)
Holder of CAI: Fidelity Advisor Series VII-Fidelity Advisor Health Care Fund
Shares held as of 2026-03-31: 1670000 (value 27922398; 0.01% of shares outstanding; change 0.06)
Holder of CAI: Fidelity Contrafund
Shares held as of 2026-03-31: 2332471 (value 38998913; 0.01% of shares outstanding; change 4.14)
Holder of CAI: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 2578600 (value 42521113; 0.01% of shares outstanding; change 12.92)
Holder of CAI: Fidelity Select PORT.s-Select Medical Technology and Devices PORT.
Shares held as of 2026-03-31: 2850000 (value 47651998; 0.01% of shares outstanding; change 0.06)
Holder of CAI: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-03-31: 3280000 (value 54841597; 0.01% of shares outstanding; change 0.08)
Holder of CAI: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2026-03-31: 1909867 (value 29641136; 0.01% of shares outstanding; change 0.00)
Holder of CAI: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 2704204 (value 41969247; 0.01% of shares outstanding; change 0.00)
Holder of CAI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2274539 (value 35300846; 0.01% of shares outstanding; change 1.00)
Holder of CAI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3155698 (value 48976434; 0.01% of shares outstanding; change 1.00)
Holder of CAI: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-03-31: 2693500 (value 45035318; 0.01% of shares outstanding; change 0.00)
Holder of CAI: Fidelity Advisor Series VII-Fidelity Advisor Health Care Fund
Shares held as of 2026-04-30: 1800000 (value 33245998; 0.01% of shares outstanding; change 0.08)
Holder of CAI: Fidelity Contrafund
Shares held as of 2026-04-30: 2722393 (value 48513042; 0.01% of shares outstanding; change 0.17)
Holder of CAI: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 2868600 (value 51118451; 0.01% of shares outstanding; change 0.11)
Holder of CAI: Fidelity Select PORT.s-Select Medical Technology and Devices PORT.
Shares held as of 2026-04-30: 3000000 (value 55409997; 0.01% of shares outstanding; change 0.05)
Holder of CAI: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-04-30: 3600000 (value 66491997; 0.01% of shares outstanding; change 0.10)
Holder of CAI: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-04-30: 2693500 (value 49748943; 0.01% of shares outstanding; change 0.00)
Holder of CAI: Fidelity Advisor Series VII-Fidelity Advisor Health Care Fund
Shares held as of 2026-05-31: 1920000 (value 29798400; 0.01% of shares outstanding; change 0.07)
Holder of CAI: Fidelity Contrafund
Shares held as of 2026-05-31: 2722393 (value 42251540; 0.01% of shares outstanding; change 0.00)
Holder of CAI: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 2898600 (value 44986273; 0.01% of shares outstanding; change 0.01)
Holder of CAI: Fidelity Select PORT.s-Select Medical Technology and Devices PORT.
Shares held as of 2026-05-31: 3000000 (value 46560001; 0.01% of shares outstanding; change 0.00)
Holder of CAI: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-05-31: 3750000 (value 58200001; 0.01% of shares outstanding; change 0.04)
Holder of CAI: Variable Insurance Products Fund III-VIP Mid Cap Portfolio
Shares held as of 2026-05-31: 2915600 (value 45250113; 0.01% of shares outstanding; change 0.08)
Holder of CAKE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1016543 (value 67132500; 0.02% of shares outstanding; change -0.04)
Holder of CAKE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1414433 (value 93409156; 0.03% of shares outstanding; change 0.01)
Holder of CAKE: HARBOR FUNDS-Harbor Small Cap Value Fund
Shares held as of 2026-01-31: 787883 (value 60816690; 0.02% of shares outstanding; change -0.05)
Holder of CAKE: Vanguard Explorer Fund
Shares held as of 2026-01-31: 1321240 (value 101986518; 0.03% of shares outstanding; change 0.00)
Holder of CAKE: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 1239766 (value 95697540; 0.03% of shares outstanding; change 0.00)
Holder of CAKE: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 710428 (value 54837939; 0.01% of shares outstanding; change 0.00)
Holder of CAKE: BARON INVESTMENT Fd.S TRT -Baron Small Cap Fd.
Shares held as of 2026-03-31: 1000000 (value 84720001; 0.02% of shares outstanding; change -0.20)
Holder of CAKE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1035713 (value 87745606; 0.02% of shares outstanding; change 0.02)
Holder of CAKE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1430918 (value 121227374; 0.03% of shares outstanding; change 0.01)
Holder of CAKE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1133410 (value 74850397; 0.02% of shares outstanding; change 0.01)
Holder of CAKE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1532202 (value 101324514; 0.03% of shares outstanding; change 0.04)
Holder of CAKE: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 1234356 (value 104574641; 0.02% of shares outstanding; change 0.00)
Holder of CAKE: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 695400 (value 55312116; 0.01% of shares outstanding; change 0.00)
Holder of CAKE: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 675188 (value 57201928; 0.01% of shares outstanding; change -0.05)
Holder of CAKE: HARBOR FUNDS-Harbor Small Cap Value Fund
Shares held as of 2026-04-30: 784559 (value 66467839; 0.02% of shares outstanding; change 0.00)
Holder of CAKE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2795027 (value 215748140; 0.06% of shares outstanding; change 0.02)
Holder of CAKE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1093189 (value 86558705; 0.02% of shares outstanding; change -0.04)
Holder of CAKE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1591893 (value 121986756; 0.03% of shares outstanding; change 0.04)
Holder of CAKE: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 707000 (value 59897040; 0.01% of shares outstanding; change 0.02)
Holder of CAKE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2784249 (value 235881578; 0.06% of shares outstanding; change 0.00)
Holder of CAKE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1107518 (value 93828926; 0.02% of shares outstanding; change 0.01)
Holder of CAKE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1652238 (value 139977605; 0.03% of shares outstanding; change 0.04)
Holder of CAL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 373473 (value 5437767; 0.01% of shares outstanding; change -0.02)
Holder of CAL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1044148 (value 15202795; 0.03% of shares outstanding; change 0.00)
Holder of CAL: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-01-31: 384665 (value 5631495; 0.01% of shares outstanding; change -0.09)
Holder of CAL: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-01-31: 758504 (value 9966742; 0.02% of shares outstanding; change 0.02)
Holder of CAL: Fidelity Concord Street Trust-Fidelity Small Cap Discovery Fund
Shares held as of 2026-02-28: 404600 (value 5316444; 0.01% of shares outstanding; change 0.00)
Holder of CAL: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 1657716 (value 21782388; 0.05% of shares outstanding; change 0.00)
Holder of CAL: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 673531 (value 7934195; 0.02% of shares outstanding; change 0.35)
Holder of CAL: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 641992 (value 7941440; 0.02% of shares outstanding; change 191.21)
Holder of CAL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 394501 (value 4647221; 0.01% of shares outstanding; change 0.06)
Holder of CAL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1044148 (value 12300063; 0.03% of shares outstanding; change 0.00)
Holder of CAL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 850548 (value 12383979; 0.03% of shares outstanding; change 0.02)
Holder of CAL: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1062191 (value 13139302; 0.03% of shares outstanding; change 0.03)
Holder of CAL: Fidelity Concord Street Trust-Fidelity Small Cap Discovery Fund
Shares held as of 2026-04-30: 402700 (value 4743805; 0.01% of shares outstanding; change 0.00)
Holder of CAL: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 1642915 (value 19353538; 0.05% of shares outstanding; change -0.01)
Holder of CAL: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 638992 (value 7904330; 0.02% of shares outstanding; change 0.00)
Holder of CAL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 328717 (value 3872286; 0.01% of shares outstanding; change 0.00)
Holder of CAL: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-04-30: 799902 (value 9422845; 0.02% of shares outstanding; change 0.05)
Holder of CAL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 817179 (value 9634540; 0.02% of shares outstanding; change -0.04)
Holder of CAL: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1106303 (value 13043312; 0.03% of shares outstanding; change 0.04)
Holder of CAL: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 638992 (value 7527325; 0.02% of shares outstanding; change 0.00)
Holder of CAL: SPDR SERIES TRUST-State Street SPDR S&P Retail ETF
Shares held as of 2026-05-31: 558699 (value 6620583; 0.02% of shares outstanding; change 1.24)
Holder of CAL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 824970 (value 9718146; 0.02% of shares outstanding; change 0.01)
Holder of CAL: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1144032 (value 13476696; 0.03% of shares outstanding; change 0.03)
Holder of CALC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 88956 (value 72677; 0.02% of shares outstanding; change 0.32)
Holder of CALC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 267177 (value 218283; 0.05% of shares outstanding; change 0.00)
Holder of CALC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 69891 (value 74084; 0.01% of shares outstanding; change 0.50)
Holder of CALC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 9699 (value 10280; 0.00% of shares outstanding; change 0.00)
Holder of CALC: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 12421 (value 13166; 0.00% of shares outstanding; change 0.00)
Holder of CALC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 11686 (value 12387; 0.00% of shares outstanding; change 0.00)
Holder of CALC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 88956 (value 67597; 0.02% of shares outstanding; change 0.00)
Holder of CALC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 80154 (value 60909; 0.01% of shares outstanding; change -0.70)
Holder of CALC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 69637 (value 71726; 0.01% of shares outstanding; change 0.00)
Holder of CALC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 9699 (value 9989; 0.00% of shares outstanding; change 0.00)
Holder of CALC: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 12421 (value 12793; 0.00% of shares outstanding; change 0.00)
Holder of CALC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 11686 (value 12036; 0.00% of shares outstanding; change 0.00)
Holder of CALC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 65682 (value 49911; 0.01% of shares outstanding; change -0.06)
Holder of CALC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 9699 (value 7370; 0.00% of shares outstanding; change 0.00)
Holder of CALC: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 12421 (value 9438; 0.00% of shares outstanding; change 0.00)
Holder of CALC: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 11686 (value 8880; 0.00% of shares outstanding; change 0.00)
Holder of CALM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 490465 (value 36647545; 0.01% of shares outstanding; change 0.01)
Holder of CALM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 526956 (value 39374152; 0.01% of shares outstanding; change -0.04)
Holder of CALM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 935134 (value 69873213; 0.02% of shares outstanding; change -0.04)
Holder of CALM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1298407 (value 97016972; 0.03% of shares outstanding; change 0.00)
Holder of CALM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 435124 (value 33822189; 0.01% of shares outstanding; change 0.01)
Holder of CALM: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 856881 (value 66922404; 0.02% of shares outstanding; change -0.08)
Holder of CALM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 500063 (value 45165690; 0.01% of shares outstanding; change 0.02)
Holder of CALM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 531287 (value 47985841; 0.01% of shares outstanding; change 0.01)
Holder of CALM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 949769 (value 85783135; 0.02% of shares outstanding; change 0.02)
Holder of CALM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1308835 (value 118213976; 0.03% of shares outstanding; change 0.01)
Holder of CALM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1064486 (value 79538395; 0.02% of shares outstanding; change -0.01)
Holder of CALM: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1917165 (value 148944553; 0.04% of shares outstanding; change 0.10)
Holder of CALM: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 482468 (value 43576509; 0.01% of shares outstanding; change 0.43)
Holder of CALM: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 934167 (value 72958441; 0.02% of shares outstanding; change 0.01)
Holder of CALM: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-04-30: 856881 (value 71849470; 0.02% of shares outstanding; change 0.00)
Holder of CALM: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2737934 (value 212819619; 0.06% of shares outstanding; change 0.02)
Holder of CALM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1026249 (value 86050977; 0.02% of shares outstanding; change -0.04)
Holder of CALM: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 2026237 (value 172392247; 0.04% of shares outstanding; change 0.06)
Holder of CALM: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 943747 (value 83568799; 0.02% of shares outstanding; change 0.01)
Holder of CALM: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 856881 (value 77393491; 0.02% of shares outstanding; change 0.00)
Holder of CALM: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2715207 (value 245237495; 0.06% of shares outstanding; change -0.01)
Holder of CALM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1042992 (value 94203037; 0.02% of shares outstanding; change 0.02)
Holder of CALM: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 2165631 (value 195599791; 0.05% of shares outstanding; change 0.07)
Holder of CALM: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 737116 (value 66576316; 0.02% of shares outstanding; change -0.22)
Holder of CALX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 649143 (value 25803434; 0.01% of shares outstanding; change 0.02)
Holder of CALX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 762482 (value 30308659; 0.01% of shares outstanding; change -0.02)
Holder of CALX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1352833 (value 53775111; 0.02% of shares outstanding; change -0.03)
Holder of CALX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1851226 (value 73586233; 0.03% of shares outstanding; change 0.00)
Holder of CALX: HARBOR FUNDS-Harbor Small Cap Growth Fund
Shares held as of 2026-01-31: 759639 (value 28828300; 0.01% of shares outstanding; change 1.55)
Holder of CALX: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1542826 (value 55541736; 0.02% of shares outstanding; change 0.03)
Holder of CALX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 674089 (value 24267204; 0.01% of shares outstanding; change 0.04)
Holder of CALX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 760886 (value 27391896; 0.01% of shares outstanding; change 0.00)
Holder of CALX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1361602 (value 49017672; 0.02% of shares outstanding; change 0.01)
Holder of CALX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1903001 (value 68508036; 0.03% of shares outstanding; change 0.03)
Holder of CALX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1477300 (value 58722675; 0.02% of shares outstanding; change 0.01)
Holder of CALX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 596292 (value 21466512; 0.01% of shares outstanding; change 0.01)
Holder of CALX: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-04-30: 654682 (value 25133241; 0.01% of shares outstanding; change 0.03)
Holder of CALX: HARBOR FUNDS-Harbor Small Cap Growth Fund
Shares held as of 2026-04-30: 623619 (value 22450284; 0.01% of shares outstanding; change -0.18)
Holder of CALX: Professionally Managed Portfolios-Congress Small Cap Growth Fund
Shares held as of 2026-04-30: 895000 (value 34359049; 0.01% of shares outstanding; change 0.00)
Holder of CALX: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 3676233 (value 139513045; 0.06% of shares outstanding; change 0.02)
Holder of CALX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1419415 (value 54619088; 0.02% of shares outstanding; change -0.04)
Holder of CALX: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-05-31: 668154 (value 26151547; 0.01% of shares outstanding; change 0.02)
Holder of CALX: Professionally Managed Portfolios-Congress Small Cap Growth Fund
Shares held as of 2026-05-31: 895000 (value 35826848; 0.01% of shares outstanding; change 0.00)
Holder of CALX: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3655621 (value 131602356; 0.06% of shares outstanding; change -0.01)
Holder of CALX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1446874 (value 52087464; 0.02% of shares outstanding; change 0.02)
Holder of CALX: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-06-30: 694068 (value 24986448; 0.01% of shares outstanding; change 0.04)
Holder of CALY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1509720 (value 23249687; 0.01% of shares outstanding; change 0.01)
Holder of CALY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3134256 (value 48267541; 0.02% of shares outstanding; change 0.10)
Holder of CALY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2017875 (value 31075274; 0.01% of shares outstanding; change 0.11)
Holder of CALY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4457556 (value 68646360; 0.02% of shares outstanding; change 0.19)
Holder of CALY: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 2122818 (value 38677742; 0.01% of shares outstanding; change 0.00)
Holder of CALY: Principal Funds, Inc-SmallCap Fund
Shares held as of 2026-01-31: 1452700 (value 25247924; 0.01% of shares outstanding; change 1.00)
Holder of CALY: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-03-31: 1629635 (value 29691948; 0.01% of shares outstanding; change 0.10)
Holder of CALY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1557212 (value 28278969; 0.01% of shares outstanding; change 0.03)
Holder of CALY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3176485 (value 57684967; 0.02% of shares outstanding; change 0.01)
Holder of CALY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2024730 (value 36769096; 0.01% of shares outstanding; change 0.00)
Holder of CALY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4384056 (value 79614456; 0.02% of shares outstanding; change -0.02)
Holder of CALY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3233353 (value 49793634; 0.02% of shares outstanding; change 0.01)
Holder of CALY: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 5110488 (value 75635223; 0.03% of shares outstanding; change 0.34)
Holder of CALY: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-04-30: 1629635 (value 29594171; 0.01% of shares outstanding; change 0.00)
Holder of CALY: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 2316181 (value 42061846; 0.01% of shares outstanding; change 0.09)
Holder of CALY: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 8520309 (value 155240024; 0.05% of shares outstanding; change 0.02)
Holder of CALY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3106914 (value 56732250; 0.02% of shares outstanding; change -0.04)
Holder of CALY: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 5039756 (value 91068389; 0.03% of shares outstanding; change -0.01)
Holder of CALY: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-05-31: 1474305 (value 26920809; 0.01% of shares outstanding; change 0.04)
Holder of CALY: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 8478160 (value 153963384; 0.05% of shares outstanding; change 0.00)
Holder of CALY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3153595 (value 57269284; 0.02% of shares outstanding; change 0.02)
Holder of CALY: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 3800846 (value 69023362; 0.02% of shares outstanding; change -0.25)
Holder of CALY: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 1516982 (value 27548392; 0.01% of shares outstanding; change 0.03)
Holder of CAML.L: SPROTT FUNDS TRUST-Sprott Junior Copper Miners ETF
Shares held as of 2025-12-31: 669113 (value 104381628; 0.00% of shares outstanding; change 0.64)
Holder of CAML.L: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 1590835 (value 212535565; 0.01% of shares outstanding; change 0.10)
Holder of CAML.L: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 622480 (value 82416348; 0.00% of shares outstanding; change 0.17)
Holder of CAML.L: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-01-31: 844389 (value 112810375; 0.00% of shares outstanding; change -0.06)
Holder of CAML.L: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 263094 (value 34833643; 0.00% of shares outstanding; change 0.09)
Holder of CAML.L: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 568065 (value 75211802; 0.00% of shares outstanding; change 0.15)
Holder of CAML.L: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-01-31: 518687 (value 68674155; 0.00% of shares outstanding; change 0.28)
Holder of CAML.L: SPROTT FUNDS TRUST-Sprott Junior Copper Miners ETF
Shares held as of 2026-03-31: 1903797 (value 281000448; 0.01% of shares outstanding; change 1.85)
Holder of CAML.L: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 435150 (value 59267428; 0.00% of shares outstanding; change 0.08)
Holder of CAML.L: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 4645629 (value 632734655; 0.03% of shares outstanding; change 0.02)
Holder of CAML.L: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 935563 (value 138089104; 0.01% of shares outstanding; change -0.41)
Holder of CAML.L: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 1153237 (value 170217788; 0.01% of shares outstanding; change 0.85)
Holder of CAML.L: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Vector Eqy. PORT.
Shares held as of 2026-04-30: 334201 (value 49328069; 0.00% of shares outstanding; change 1.76)
Holder of CAML.L: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-04-30: 912062 (value 134620356; 0.01% of shares outstanding; change 0.08)
Holder of CAML.L: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 276375 (value 40792951; 0.00% of shares outstanding; change 0.05)
Holder of CAML.L: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 641678 (value 94711676; 0.00% of shares outstanding; change 0.13)
Holder of CAML.L: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-04-30: 552209 (value 81506051; 0.00% of shares outstanding; change 0.06)
Holder of CAML.L: iShares Trust-iShares International Small-Cap Equity Factor ETF
Shares held as of 2026-04-30: 251108 (value 33246697; 0.00% of shares outstanding; change 0.22)
Holder of CAML.L: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 455937 (value 63101678; 0.00% of shares outstanding; change 0.05)