speb/financial-data huggingface dataset:
Holder of CUCA.DE: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 130459 (value 18688251; 0.00% of shares outstanding; change 0.03)
Holder of CUCA.DE: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 400 Mid Cap ETF
Shares held as of 2026-06-30: 85901 (value 12305318; 0.00% of shares outstanding; change 0.02)
Holder of CUE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 31247 (value 684309; 0.01% of shares outstanding; change 0.00)
Holder of CUE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 50667 (value 1109607; 0.01% of shares outstanding; change 0.00)
Holder of CUE: Guggenheim Active Allocation Fund
Shares held as of 2026-02-28: 6 (value 186; 0.00% of shares outstanding; change 0.00)
Holder of CUE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 21462 (value 632270; 0.01% of shares outstanding; change 0.67)
Holder of CUE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 975 (value 28723; 0.00% of shares outstanding; change 0.00)
Holder of CUE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 3532 (value 104052; 0.00% of shares outstanding; change 0.00)
Holder of CUE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 4662 (value 137342; 0.00% of shares outstanding; change 0.00)
Holder of CUE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 31247 (value 1003653; 0.01% of shares outstanding; change 0.00)
Holder of CUE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 50667 (value 1627423; 0.01% of shares outstanding; change 0.00)
Holder of CUE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 21383 (value 674847; 0.01% of shares outstanding; change 0.00)
Holder of CUE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 975 (value 30770; 0.00% of shares outstanding; change 0.00)
Holder of CUE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 5701 (value 179923; 0.00% of shares outstanding; change 0.61)
Holder of CUE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 4662 (value 147132; 0.00% of shares outstanding; change 0.00)
Holder of CUE: -Avantis Total Equity Markets ETF
Shares held as of 2026-05-31: 10 (value 282; 0.00% of shares outstanding; change 1.00)
Holder of CUE: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-05-31: 300 (value 8478; 0.00% of shares outstanding; change 1.00)
Holder of CUE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 16031 (value 514915; 0.00% of shares outstanding; change -0.25)
Holder of CUE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 975 (value 31316; 0.00% of shares outstanding; change 0.00)
Holder of CUE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 4812 (value 154561; 0.00% of shares outstanding; change -0.16)
Holder of CUE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 5783 (value 185749; 0.00% of shares outstanding; change 0.24)
Holder of CUE: Guggenheim Active Allocation Fund
Shares held as of 2026-05-31: 6 (value 192; 0.00% of shares outstanding; change 0.00)
Holder of CUE: -Avantis Total Equity Markets ETF
Shares held as of 2026-06-30: 10 (value 321; 0.00% of shares outstanding; change 0.00)
Holder of CUE: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-06-30: 1689 (value 54250; 0.00% of shares outstanding; change 4.63)
Holder of CULP: BERTOLET CAPITAL TRUST-Pinnacle Value Fund
Shares held as of 2025-12-31: 334812 (value 1037917; 0.03% of shares outstanding; change 0.02)
Holder of CULP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 106576 (value 330385; 0.01% of shares outstanding; change 0.00)
Holder of CULP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 335090 (value 1038778; 0.03% of shares outstanding; change 0.00)
Holder of CULP: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 625675 (value 1970876; 0.05% of shares outstanding; change 0.03)
Holder of CULP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 149674 (value 513381; 0.01% of shares outstanding; change 0.00)
Holder of CULP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 31633 (value 99643; 0.00% of shares outstanding; change 0.00)
Holder of CULP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 51021 (value 160716; 0.00% of shares outstanding; change -0.33)
Holder of CULP: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 43842 (value 135910; 0.00% of shares outstanding; change -0.36)
Holder of CULP: BERTOLET CAPITAL TRUST-Pinnacle Value Fund
Shares held as of 2026-03-31: 359409 (value 1275901; 0.03% of shares outstanding; change 0.07)
Holder of CULP: Columbia Fd.s Varbl Insurance TRT-Columbia Varbl PORT. - Small Cap Val
Shares held as of 2026-03-31: 141144 (value 501061; 0.01% of shares outstanding; change 0.00)
Holder of CULP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 36543 (value 115475; 0.00% of shares outstanding; change -0.36)
Holder of CULP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 114605 (value 406847; 0.01% of shares outstanding; change 0.08)
Holder of CULP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 335090 (value 1189569; 0.03% of shares outstanding; change 0.00)
Holder of CULP: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 632975 (value 2247061; 0.05% of shares outstanding; change 0.01)
Holder of CULP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 149674 (value 531342; 0.01% of shares outstanding; change 0.00)
Holder of CULP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 31633 (value 112297; 0.00% of shares outstanding; change 0.00)
Holder of CULP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 25135 (value 89229; 0.00% of shares outstanding; change 0.00)
Holder of CULP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 36410 (value 112870; 0.00% of shares outstanding; change 0.00)
Holder of CULP: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 30039 (value 94622; 0.00% of shares outstanding; change 0.01)
Holder of CULP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 36410 (value 129255; 0.00% of shares outstanding; change 0.00)
Holder of CULP: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 29647 (value 105246; 0.00% of shares outstanding; change -0.01)
Holder of CUM.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1764472 (value 959519852; 0.01% of shares outstanding; change 0.00)
Holder of CUM.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3511323 (value 2053421647; 0.03% of shares outstanding; change 0.01)
Holder of CUM.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 2983846 (value 1744953104; 0.02% of shares outstanding; change -0.01)
Holder of CUM.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Value Index Fund
Shares held as of 2026-03-31: 898156 (value 525241617; 0.01% of shares outstanding; change 0.05)
Holder of CUM.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4386668 (value 2565323392; 0.03% of shares outstanding; change 0.01)
Holder of CUM.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 1277764 (value 747236371; 0.01% of shares outstanding; change 0.01)
Holder of CUM.DE: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 779054 (value 455590769; 0.01% of shares outstanding; change -0.02)
Holder of CUM.DE: SELECT SECTOR SPDR TRT-State Street Industrial Select Sector SPDR ETF
Shares held as of 2026-04-30: 771337 (value 419453051; 0.01% of shares outstanding; change 0.00)
Holder of CUM.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1649770 (value 897144905; 0.01% of shares outstanding; change 0.03)
Holder of CUM.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1787134 (value 971843447; 0.01% of shares outstanding; change 0.01)
Holder of CUM.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1768100 (value 1033984858; 0.01% of shares outstanding; change 0.00)
Holder of CUM.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1820506 (value 1064631886; 0.01% of shares outstanding; change 0.02)
Holder of CUM.DE: SELECT SECTOR SPDR TRT-State Street Industrial Select Sector SPDR ETF
Shares held as of 2026-06-30: 810138 (value 473768692; 0.01% of shares outstanding; change 0.05)
Holder of CUM.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1667770 (value 975311875; 0.01% of shares outstanding; change 0.00)
Holder of CUPR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 201 (value 488; 0.00% of shares outstanding; change 0.00)
Holder of CUPR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 201 (value 1324; 0.00% of shares outstanding; change 0.00)
Holder of CUPR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 201 (value 670; 0.00% of shares outstanding; change 0.00)
Holder of CURA.TO: Amplify ETF Trust-Amplify Seymour Cannabis ETF
Shares held as of 2026-03-31: 1421055 (value 18416872; 0.01% of shares outstanding; change -0.11)
Holder of CURA.TO: Listed Funds Trust-Roundhill Cannabis ETF
Shares held as of 2026-03-31: 270651 (value 3507636; 0.00% of shares outstanding; change 0.00)
Holder of CURA.TO: Invesco Exch-Trd Fd. TRT II-Invesco RAFI Developed Markets ex-U.S. Sma
Shares held as of 2026-04-30: 16615 (value 228290; 0.00% of shares outstanding; change 0.00)
Holder of CURA.TO: Listed Funds Trust-Clough Hedged Equity ETF
Shares held as of 2026-04-30: 134573 (value 1744066; 0.00% of shares outstanding; change 1.00)
Holder of CURA.TO: Listed Funds Trust-Clough Select Equity ETF
Shares held as of 2026-04-30: 95063 (value 1232016; 0.00% of shares outstanding; change 1.00)
Holder of CURA.TO: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-04-30: 69878 (value 960123; 0.00% of shares outstanding; change 0.02)
Holder of CURA.TO: Invesco Exch-Trd Fd. TRT II-Invesco RAFI Developed Markets ex-U.S. Sma
Shares held as of 2026-05-31: 15823 (value 207914; 0.00% of shares outstanding; change -0.05)
Holder of CURA.TO: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-05-31: 68462 (value 887267; 0.00% of shares outstanding; change -0.02)
Holder of CURA.TO: AdvisorShares Trust-AdvisorShares Pure Cannabis ETF
Shares held as of 2026-06-30: 480000 (value 6220800; 0.00% of shares outstanding; change 1.00)
Holder of CURA.TO: Invesco Exch-Trd Fd. TRT II-Invesco RAFI Developed Markets ex-U.S. Sma
Shares held as of 2026-06-30: 14472 (value 187557; 0.00% of shares outstanding; change -0.09)
Holder of CURB: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2025-12-31: 1484682 (value 43248785; 0.01% of shares outstanding; change 0.45)
Holder of CURB: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 2030219 (value 59424511; 0.02% of shares outstanding; change -0.03)
Holder of CURB: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2025-12-31: 1746917 (value 50887690; 0.02% of shares outstanding; change 0.58)
Holder of CURB: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 3223887 (value 93911825; 0.03% of shares outstanding; change 0.45)
Holder of CURB: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 3205187 (value 93815824; 0.03% of shares outstanding; change -0.03)
Holder of CURB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2148667 (value 62590667; 0.02% of shares outstanding; change -0.04)
Holder of CURB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2965740 (value 86392003; 0.03% of shares outstanding; change -0.01)
Holder of CURB: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 3535803 (value 107559127; 0.03% of shares outstanding; change 0.00)
Holder of CURB: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2026-03-31: 1448771 (value 45723211; 0.01% of shares outstanding; change -0.02)
Holder of CURB: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 2094140 (value 66091057; 0.02% of shares outstanding; change 0.03)
Holder of CURB: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2026-03-31: 1654067 (value 52202353; 0.01% of shares outstanding; change -0.05)
Holder of CURB: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 3053994 (value 96384049; 0.03% of shares outstanding; change -0.05)
Holder of CURB: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 3240251 (value 102262319; 0.03% of shares outstanding; change 0.01)
Holder of CURB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2189010 (value 69085154; 0.02% of shares outstanding; change 0.02)
Holder of CURB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3008413 (value 94945512; 0.03% of shares outstanding; change 0.01)
Holder of CURB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2389240 (value 69598559; 0.02% of shares outstanding; change 0.01)
Holder of CURB: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 3520772 (value 111115562; 0.03% of shares outstanding; change 0.00)
Holder of CURB: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 5909060 (value 179753605; 0.06% of shares outstanding; change 0.02)
Holder of CURB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2295716 (value 69652023; 0.02% of shares outstanding; change -0.04)
Holder of CURB: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 5875769 (value 185439266; 0.05% of shares outstanding; change -0.01)
Holder of CURB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2326708 (value 73430903; 0.02% of shares outstanding; change 0.01)
Holder of CURI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 362841 (value 1037725; 0.01% of shares outstanding; change 0.06)
Holder of CURI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1273155 (value 3641223; 0.02% of shares outstanding; change 0.08)
Holder of CURI: 1290 Funds-1290 Essex Small Cap Growth Fund
Shares held as of 2026-01-31: 138619 (value 338230; 0.00% of shares outstanding; change 0.03)
Holder of CURI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 405146 (value 988556; 0.01% of shares outstanding; change 0.01)
Holder of CURI: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 201669 (value 473922; 0.00% of shares outstanding; change 0.28)
Holder of CURI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 209332 (value 580896; 0.00% of shares outstanding; change 0.16)
Holder of CURI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 362841 (value 852676; 0.01% of shares outstanding; change 0.00)
Holder of CURI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1273155 (value 2991914; 0.02% of shares outstanding; change 0.00)
Holder of CURI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1070221 (value 3060831; 0.02% of shares outstanding; change 0.01)
Holder of CURI: 1290 Funds-1290 Essex Small Cap Growth Fund
Shares held as of 2026-04-30: 144868 (value 340439; 0.00% of shares outstanding; change 0.05)
Holder of CURI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 208570 (value 554796; 0.00% of shares outstanding; change 0.00)
Holder of CURI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 423307 (value 994771; 0.01% of shares outstanding; change 0.04)
Holder of CURI: SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT Small Cap II Fund
Shares held as of 2026-04-30: 116500 (value 284260; 0.00% of shares outstanding; change 0.00)
Holder of CURI: WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund
Shares held as of 2026-04-30: 320692 (value 820971; 0.01% of shares outstanding; change 0.00)
Holder of CURI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1028453 (value 2992798; 0.02% of shares outstanding; change -0.04)
Holder of CURI: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 306995 (value 893355; 0.01% of shares outstanding; change 0.00)
Holder of CURI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 197863 (value 464978; 0.00% of shares outstanding; change -0.05)
Holder of CURI: SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT Small Cap II Fund
Shares held as of 2026-05-31: 131040 (value 307943; 0.00% of shares outstanding; change 0.12)
Holder of CURI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1038205 (value 2439781; 0.02% of shares outstanding; change 0.01)
Holder of CURI: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 303827 (value 713993; 0.01% of shares outstanding; change -0.01)
Holder of CURI: WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund
Shares held as of 2026-06-30: 301963 (value 709613; 0.01% of shares outstanding; change -0.06)
Holder of CURR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 39561 (value 125803; 0.01% of shares outstanding; change 0.00)
Holder of CURR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 46074 (value 124399; 0.01% of shares outstanding; change 0.16)
Holder of CURR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 46074 (value 149279; 0.01% of shares outstanding; change 0.00)
Holder of CURV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 187184 (value 299494; 0.00% of shares outstanding; change 0.00)
Holder of CURV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 795038 (value 1272060; 0.01% of shares outstanding; change 0.00)
Holder of CURV: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 316894 (value 605267; 0.00% of shares outstanding; change 0.00)
Holder of CURV: MSS Series Trust-Towpath Focus Fund
Shares held as of 2026-02-28: 293082 (value 726843; 0.00% of shares outstanding; change 0.03)
Holder of CURV: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 102256 (value 253594; 0.00% of shares outstanding; change 0.01)
Holder of CURV: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 167158 (value 414551; 0.00% of shares outstanding; change 0.01)
Holder of CURV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 114140 (value 187189; 0.00% of shares outstanding; change 0.05)
Holder of CURV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 245324 (value 608403; 0.00% of shares outstanding; change 0.31)
Holder of CURV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1090938 (value 2705526; 0.01% of shares outstanding; change 0.37)
Holder of CURV: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 89479 (value 146745; 0.00% of shares outstanding; change -0.01)
Holder of CURV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 769229 (value 1230766; 0.01% of shares outstanding; change 0.02)
Holder of CURV: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 287683 (value 460292; 0.00% of shares outstanding; change 0.00)
Holder of CURV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 113725 (value 212665; 0.00% of shares outstanding; change 0.00)
Holder of CURV: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 325969 (value 808403; 0.00% of shares outstanding; change 0.03)
Holder of CURV: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 90068 (value 174731; 0.00% of shares outstanding; change 0.01)
Holder of CURV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 739038 (value 1300706; 0.01% of shares outstanding; change -0.04)
Holder of CURV: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 284398 (value 500540; 0.00% of shares outstanding; change -0.01)
Holder of CURV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 109573 (value 271741; 0.00% of shares outstanding; change -0.04)
Holder of CURV: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 88890 (value 220447; 0.00% of shares outstanding; change -0.01)
Holder of CURV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 746087 (value 1850295; 0.01% of shares outstanding; change 0.01)
Holder of CURV: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 286807 (value 711281; 0.00% of shares outstanding; change 0.01)
Holder of CURX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2025-10-31: 18670 (value 3508; 0.00% of shares outstanding; change 0.00)
Holder of CUU.V: Amplify ETF Trust-Amplify Junior Silver Miners ETF
Shares held as of 2026-03-31: 3189270 (value 1849776; 0.01% of shares outstanding; change -0.04)
Holder of CUZ: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2025-12-31: 1385389 (value 37142278; 0.01% of shares outstanding; change 0.00)
Holder of CUZ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1806482 (value 48431781; 0.01% of shares outstanding; change 0.00)
Holder of CUZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3811160 (value 102177197; 0.02% of shares outstanding; change -0.04)
Holder of CUZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2457585 (value 65887852; 0.01% of shares outstanding; change -0.04)
Holder of CUZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5288378 (value 141781411; 0.03% of shares outstanding; change 0.00)
Holder of CUZ: Principal Funds, Inc-Real Estate Securities Fund
Shares held as of 2026-01-31: 3829561 (value 109065895; 0.02% of shares outstanding; change 0.00)
Holder of CUZ: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 6269450 (value 178553933; 0.04% of shares outstanding; change 0.01)
Holder of CUZ: SCHWAB STRATEGIC TRUST-Schwab U.S. REIT ETF
Shares held as of 2026-02-28: 1162657 (value 37379424; 0.01% of shares outstanding; change 0.07)
Holder of CUZ: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2026-03-31: 1541383 (value 49555465; 0.01% of shares outstanding; change 0.11)
Holder of CUZ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1874873 (value 60277169; 0.01% of shares outstanding; change 0.04)
Holder of CUZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3873175 (value 124522582; 0.02% of shares outstanding; change 0.02)
Holder of CUZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2466472 (value 79297078; 0.02% of shares outstanding; change 0.00)
Holder of CUZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5343330 (value 171788067; 0.03% of shares outstanding; change 0.01)
Holder of CUZ: Principal Funds, Inc-Real Estate Securities Fund
Shares held as of 2026-04-30: 3872264 (value 124493293; 0.02% of shares outstanding; change 0.01)
Holder of CUZ: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 1270874 (value 36868055; 0.01% of shares outstanding; change 0.00)
Holder of CUZ: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 6236174 (value 200493003; 0.04% of shares outstanding; change -0.01)
Holder of CUZ: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 5664896 (value 161336235; 0.03% of shares outstanding; change 0.02)
Holder of CUZ: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 1258465 (value 37779119; 0.01% of shares outstanding; change -0.01)
Holder of CUZ: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 5699250 (value 183230896; 0.03% of shares outstanding; change 0.01)
Holder of CUZ: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 1265999 (value 40701869; 0.01% of shares outstanding; change 0.01)
Holder of CV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 65307 (value 442781; 0.00% of shares outstanding; change 1.52)
Holder of CV: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 57391 (value 371893; 0.00% of shares outstanding; change 0.04)
Holder of CV: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 27820 (value 180273; 0.00% of shares outstanding; change -0.01)
Holder of CV: EQ Advisors Trust-EQ/2000 Managed Volatility Portfolio
Shares held as of 2026-03-31: 26476 (value 179507; 0.00% of shares outstanding; change 3.98)
Holder of CV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 35714 (value 256783; 0.00% of shares outstanding; change 0.22)
Holder of CV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 30790 (value 221380; 0.00% of shares outstanding; change 0.24)
Holder of CV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 65307 (value 423842; 0.00% of shares outstanding; change 0.00)
Holder of CV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 925200 (value 6004547; 0.02% of shares outstanding; change 1.00)
Holder of CV: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 70159 (value 504443; 0.00% of shares outstanding; change 3.81)
Holder of CV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 593030 (value 4020743; 0.01% of shares outstanding; change 3.25)
Holder of CV: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 71736 (value 486370; 0.00% of shares outstanding; change 4.39)
Holder of CV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 35584 (value 269726; 0.00% of shares outstanding; change 0.00)
Holder of CV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 30790 (value 199519; 0.00% of shares outstanding; change 0.00)
Holder of CV: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 276670 (value 1795588; 0.01% of shares outstanding; change 3.82)
Holder of CV: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 61377 (value 398336; 0.00% of shares outstanding; change 3.36)
Holder of CV: TIAA-CREF Funds-Nuveen Small Cap Blend Index Fund
Shares held as of 2026-04-30: 33098 (value 214806; 0.00% of shares outstanding; change 4.23)
Holder of CV: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 70621 (value 432553; 0.00% of shares outstanding; change 0.01)
Holder of CV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 569876 (value 4148697; 0.01% of shares outstanding; change -0.04)
Holder of CV: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 149286 (value 1086802; 0.00% of shares outstanding; change 0.00)
Holder of CV: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 70911 (value 516232; 0.00% of shares outstanding; change -0.01)
Holder of CV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 30790 (value 199827; 0.00% of shares outstanding; change 0.00)
Holder of CV: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 71716 (value 465436; 0.00% of shares outstanding; change 0.02)
Holder of CV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 575282 (value 3733580; 0.01% of shares outstanding; change 0.01)
Holder of CV: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 147750 (value 958897; 0.00% of shares outstanding; change -0.01)
Holder of CV: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 71516 (value 464138; 0.00% of shares outstanding; change 0.01)
Holder of CVBF: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2025-12-31: 1755737 (value 35746806; 0.01% of shares outstanding; change -0.10)
Holder of CVBF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2945949 (value 59979523; 0.02% of shares outstanding; change -0.05)
Holder of CVBF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1901645 (value 38717493; 0.01% of shares outstanding; change -0.04)
Holder of CVBF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4137449 (value 84238464; 0.02% of shares outstanding; change 0.02)
Holder of CVBF: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 3968204 (value 89522680; 0.02% of shares outstanding; change 0.07)
Holder of CVBF: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2026-03-31: 1680737 (value 37917425; 0.01% of shares outstanding; change -0.04)
Holder of CVBF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2966368 (value 66921260; 0.02% of shares outstanding; change 0.01)
Holder of CVBF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1890712 (value 42654461; 0.01% of shares outstanding; change -0.01)
Holder of CVBF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4035616 (value 91043494; 0.02% of shares outstanding; change -0.02)
Holder of CVBF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3175859 (value 64660491; 0.02% of shares outstanding; change -0.01)
Holder of CVBF: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 2152155 (value 48552615; 0.01% of shares outstanding; change 0.57)
Holder of CVBF: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1664802 (value 37557932; 0.01% of shares outstanding; change 0.29)
Holder of CVBF: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 1524166 (value 32083693; 0.01% of shares outstanding; change 0.32)
Holder of CVBF: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 1742174 (value 36986353; 0.01% of shares outstanding; change 0.05)
Holder of CVBF: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 9567296 (value 201391573; 0.05% of shares outstanding; change 0.25)
Holder of CVBF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 4019797 (value 91691567; 0.02% of shares outstanding; change 0.27)
Holder of CVBF: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 1518413 (value 31962592; 0.01% of shares outstanding; change 0.22)
Holder of CVBF: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 1609094 (value 35673614; 0.01% of shares outstanding; change -0.08)
Holder of CVBF: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 10125282 (value 228426356; 0.06% of shares outstanding; change 0.06)
Holder of CVBF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 4104079 (value 92588020; 0.02% of shares outstanding; change 0.02)
Holder of CVBF: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 2480133 (value 55951799; 0.01% of shares outstanding; change 0.54)
Holder of CVC.AS: -Price (T.Rowe) International Growth Equity Trust
Shares held as of 2025-12-31: 8414536 (value 107621915; 0.01% of shares outstanding; change 0.05)
Holder of CVC.AS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 2001319 (value 25596869; 0.00% of shares outstanding; change 0.02)
Holder of CVC.AS: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Stock Fd.
Shares held as of 2026-01-31: 7184820 (value 91893847; 0.01% of shares outstanding; change 0.01)
Holder of CVC.AS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 3076556 (value 39103026; 0.00% of shares outstanding; change 0.01)
Holder of CVC.AS: -Price (T.Rowe) International Core Equity Trust
Shares held as of 2026-03-31: 3204507 (value 41242004; 0.00% of shares outstanding; change -0.02)
Holder of CVC.AS: -Price (T.Rowe) International Growth Equity Trust
Shares held as of 2026-03-31: 10764877 (value 138543965; 0.01% of shares outstanding; change 0.28)
Holder of CVC.AS: -Price (T.Rowe) Non-U.S. Equities Trust
Shares held as of 2026-03-31: 1966396 (value 25307516; 0.00% of shares outstanding; change 0.29)
Holder of CVC.AS: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 11289999 (value 145302285; 0.01% of shares outstanding; change -0.11)
Holder of CVC.AS: Intl Growth & Income Fd.-Intl Growth and Income Fd.
Shares held as of 2026-03-31: 2178186 (value 28033253; 0.00% of shares outstanding; change 0.05)
Holder of CVC.AS: New World Fund Inc
Shares held as of 2026-03-31: 2732999 (value 35583648; 0.00% of shares outstanding; change -0.05)
Holder of CVC.AS: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Stock Fd.
Shares held as of 2026-03-31: 8586347 (value 111794241; 0.01% of shares outstanding; change 0.20)
Holder of CVC.AS: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-03-31: 4437293 (value 57773556; 0.00% of shares outstanding; change 0.00)
Holder of CVC.AS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2060116 (value 26513692; 0.00% of shares outstanding; change 0.03)
Holder of CVC.AS: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Stock Fd.
Shares held as of 2026-04-30: 8577356 (value 110390570; 0.01% of shares outstanding; change 0.00)
Holder of CVC.AS: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-04-30: 4258919 (value 54812287; 0.00% of shares outstanding; change -0.04)
Holder of CVC.AS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3066545 (value 39466433; 0.00% of shares outstanding; change 0.00)
Holder of CVC.AS: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1547373 (value 20533640; 0.00% of shares outstanding; change 0.01)
Holder of CVC.AS: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1559483 (value 20070546; 0.00% of shares outstanding; change 0.01)
Holder of CVCO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 84174 (value 45161036; 0.01% of shares outstanding; change -0.01)
Holder of CVCO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 88434 (value 47446611; 0.01% of shares outstanding; change -0.06)
Holder of CVCO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 241366 (value 129497691; 0.03% of shares outstanding; change -0.01)
Holder of CVCO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 76205 (value 40885508; 0.01% of shares outstanding; change 0.01)
Holder of CVCO: Columbia Acorn Trust-Columbia Acorn Fund
Shares held as of 2026-03-31: 83379 (value 47506854; 0.01% of shares outstanding; change 0.12)
Holder of CVCO: FMI Funds Inc-Common Stock Fund
Shares held as of 2026-03-31: 132000 (value 75209642; 0.02% of shares outstanding; change 0.29)
Holder of CVCO: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 172455 (value 102224427; 0.02% of shares outstanding; change -0.08)
Holder of CVCO: SmallCap World Fund Inc
Shares held as of 2026-03-31: 660036 (value 376068724; 0.09% of shares outstanding; change 0.00)
Holder of CVCO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 86690 (value 49393362; 0.01% of shares outstanding; change 0.03)
Holder of CVCO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 89377 (value 50924335; 0.01% of shares outstanding; change 0.01)
Holder of CVCO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 247587 (value 141067649; 0.03% of shares outstanding; change 0.03)
Holder of CVCO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 190048 (value 101964556; 0.02% of shares outstanding; change 0.00)
Holder of CVCO: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-04-30: 172455 (value 103253978; 0.02% of shares outstanding; change 0.00)
Holder of CVCO: SPDR SERIES TRUST-State Street SPDR S&P Homebuilders ETF
Shares held as of 2026-04-30: 97988 (value 58083367; 0.01% of shares outstanding; change -0.02)
Holder of CVCO: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 472907 (value 277672061; 0.06% of shares outstanding; change 0.01)
Holder of CVCO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 183024 (value 109581955; 0.02% of shares outstanding; change -0.04)
Holder of CVCO: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 172455 (value 98259688; 0.02% of shares outstanding; change 0.00)
Holder of CVCO: SPDR SERIES TRUST-State Street SPDR S&P Homebuilders ETF
Shares held as of 2026-05-31: 106410 (value 59210780; 0.01% of shares outstanding; change 0.09)
Holder of CVCO: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 471246 (value 268501842; 0.06% of shares outstanding; change 0.00)
Holder of CVCO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 186229 (value 106107700; 0.02% of shares outstanding; change 0.02)
Holder of CVCO: SPDR SERIES TRUST-State Street SPDR S&P Homebuilders ETF
Shares held as of 2026-06-30: 104777 (value 59698793; 0.01% of shares outstanding; change -0.02)
Holder of CVE: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2025-12-31: 11093263 (value 313051874; 0.01% of shares outstanding; change 0.00)
Holder of CVE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 13037681 (value 367923348; 0.01% of shares outstanding; change 0.13)
Holder of CVE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 20263012 (value 502725316; 0.01% of shares outstanding; change 0.12)
Holder of CVE: Smead Funds Trust-Smead Value Fund
Shares held as of 2026-02-28: 11412967 (value 318992436; 0.01% of shares outstanding; change -0.07)
Holder of CVE: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2026-03-31: 9897514 (value 289799216; 0.01% of shares outstanding; change -0.11)
Holder of CVE: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2026-03-31: 8153500 (value 238734485; 0.00% of shares outstanding; change 1.00)
Holder of CVE: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 10741777 (value 314519237; 0.01% of shares outstanding; change -0.47)
Holder of CVE: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 12432635 (value 364027561; 0.01% of shares outstanding; change -0.50)
Holder of CVE: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 17372118 (value 485550711; 0.01% of shares outstanding; change 0.00)
Holder of CVE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 98036423 (value 2740118097; 0.05% of shares outstanding; change 0.18)
Holder of CVE: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 14359686 (value 420451615; 0.01% of shares outstanding; change -0.49)
Holder of CVE: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 29955609 (value 797717842; 0.02% of shares outstanding; change 0.00)
Holder of CVE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 13055704 (value 382271022; 0.01% of shares outstanding; change 0.00)
Holder of CVE: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-04-30: 19753313 (value 578377018; 0.01% of shares outstanding; change 1.00)
Holder of CVE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 19750277 (value 578288124; 0.01% of shares outstanding; change -0.03)
Holder of CVE: Smead Funds Trust-Smead Value Fund
Shares held as of 2026-05-31: 9685567 (value 283593408; 0.01% of shares outstanding; change -0.15)
Holder of CVE: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 26215143 (value 767579405; 0.01% of shares outstanding; change -0.12)
Holder of CVE.TO: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2025-12-31: 11093263 (value 431527947; 0.01% of shares outstanding; change 0.00)
Holder of CVE.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 13037681 (value 507165810; 0.01% of shares outstanding; change 0.13)
Holder of CVE.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 20263012 (value 713055364; 0.01% of shares outstanding; change 0.12)
Holder of CVE.TO: Smead Funds Trust-Smead Value Fund
Shares held as of 2026-02-28: 11412967 (value 447388315; 0.01% of shares outstanding; change -0.07)
Holder of CVE.TO: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2026-03-31: 9897514 (value 408767320; 0.01% of shares outstanding; change -0.11)
Holder of CVE.TO: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2026-03-31: 8153500 (value 336739543; 0.00% of shares outstanding; change 1.00)
Holder of CVE.TO: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 10741777 (value 443635381; 0.01% of shares outstanding; change -0.47)
Holder of CVE.TO: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 12432635 (value 513467816; 0.01% of shares outstanding; change -0.50)
Holder of CVE.TO: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 17372118 (value 680987038; 0.01% of shares outstanding; change 0.00)
Holder of CVE.TO: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 98036423 (value 3843027856; 0.05% of shares outstanding; change 0.18)
Holder of CVE.TO: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 14359686 (value 593055020; 0.01% of shares outstanding; change -0.49)
Holder of CVE.TO: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 29955609 (value 1130824239; 0.02% of shares outstanding; change 0.00)
Holder of CVE.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 13055704 (value 539200565; 0.01% of shares outstanding; change 0.00)
Holder of CVE.TO: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-04-30: 19753313 (value 815811811; 0.01% of shares outstanding; change 1.00)
Holder of CVE.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 19750277 (value 815686425; 0.01% of shares outstanding; change -0.03)
Holder of CVE.TO: Smead Funds Trust-Smead Value Fund
Shares held as of 2026-05-31: 9685567 (value 400013909; 0.01% of shares outstanding; change -0.15)
Holder of CVE.TO: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 26215143 (value 1082685385; 0.01% of shares outstanding; change -0.12)
Holder of CVEO: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 85514 (value 2959639; 0.01% of shares outstanding; change -0.17)
Holder of CVEO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 133146 (value 4383166; 0.01% of shares outstanding; change 0.06)
Holder of CVEO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 97811 (value 3219937; 0.01% of shares outstanding; change 0.00)
Holder of CVEO: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 81201 (value 2842035; 0.01% of shares outstanding; change 0.01)
Holder of CVEO: RBB Fund, Inc.-Boston Partners Small Cap Value Fund II
Shares held as of 2026-02-28: 119623 (value 4085125; 0.01% of shares outstanding; change 0.00)
Holder of CVEO: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 157464 (value 5459276; 0.01% of shares outstanding; change 0.40)
Holder of CVEO: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 88160 (value 3056507; 0.01% of shares outstanding; change 0.03)
Holder of CVEO: EQ Advisors Trust-1290 VT Small Cap Value Portfolio
Shares held as of 2026-03-31: 175600 (value 6088051; 0.02% of shares outstanding; change 0.00)
Holder of CVEO: Kinetics Portfolios Trust-Kinetics Paradigm Portfolio
Shares held as of 2026-03-31: 83767 (value 2904201; 0.01% of shares outstanding; change 0.00)
Holder of CVEO: Kinetics Portfolios Trust-Kinetics Small Cap Opportunities Portfolio
Shares held as of 2026-03-31: 554000 (value 19207178; 0.05% of shares outstanding; change -0.01)
Holder of CVEO: RBB Fund, Inc.-Boston Partners Small Cap Value Fund II
Shares held as of 2026-03-31: 119623 (value 4186805; 0.01% of shares outstanding; change 0.00)
Holder of CVEO: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 517094 (value 17896623; 0.05% of shares outstanding; change 0.06)
Holder of CVEO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 136761 (value 4741503; 0.01% of shares outstanding; change 0.03)
Holder of CVEO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 97811 (value 3391107; 0.01% of shares outstanding; change 0.00)
Holder of CVEO: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 81328 (value 2819641; 0.01% of shares outstanding; change 0.00)
Holder of CVEO: RBB Fund, Inc.-Boston Partners Small Cap Value Fund II
Shares held as of 2026-04-30: 118677 (value 4114531; 0.01% of shares outstanding; change -0.01)
Holder of CVEO: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 536675 (value 16100250; 0.05% of shares outstanding; change 0.04)