speb/financial-data huggingface dataset:
Holder of COR: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-01-31: 2632712 (value 715650067; 0.01% of shares outstanding; change -0.03)
Holder of COR: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2026-03-31: 1920409 (value 595115573; 0.01% of shares outstanding; change 0.08)
Holder of COR: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2484310 (value 669173705; 0.01% of shares outstanding; change 0.01)
Holder of COR: T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App
Shares held as of 2026-03-31: 2757611 (value 854556113; 0.01% of shares outstanding; change 0.01)
Holder of COR: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 4944621 (value 1532288674; 0.03% of shares outstanding; change 0.01)
Holder of COR: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 3991056 (value 1236788402; 0.02% of shares outstanding; change -0.01)
Holder of COR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5868127 (value 1818473961; 0.03% of shares outstanding; change 0.01)
Holder of COR: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 1709631 (value 529797575; 0.01% of shares outstanding; change 0.01)
Holder of COR: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 2492889 (value 677641983; 0.01% of shares outstanding; change 0.00)
Holder of COR: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2323958 (value 654589281; 0.01% of shares outstanding; change 0.03)
Holder of COR: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-04-30: 2484451 (value 769906556; 0.01% of shares outstanding; change -0.06)
Holder of COR: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2516203 (value 746079376; 0.01% of shares outstanding; change 0.01)
Holder of COR: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2489416 (value 771445160; 0.01% of shares outstanding; change 0.00)
Holder of COR: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 2346671 (value 726458958; 0.01% of shares outstanding; change 0.01)
Holder of COR: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2563171 (value 794301098; 0.01% of shares outstanding; change 0.02)
Holder of COR: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2351656 (value 728754712; 0.01% of shares outstanding; change 0.00)
Holder of CORT: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2025-12-31: 644900 (value 44814099; 0.01% of shares outstanding; change 1.00)
Holder of CORT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1008578 (value 70086083; 0.01% of shares outstanding; change 0.00)
Holder of CORT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1145260 (value 79584114; 0.01% of shares outstanding; change -0.04)
Holder of CORT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2028312 (value 140947396; 0.02% of shares outstanding; change -0.04)
Holder of CORT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2825270 (value 196328006; 0.03% of shares outstanding; change 0.00)
Holder of CORT: Fidelity Contrafund
Shares held as of 2026-03-31: 1186243 (value 82432023; 0.01% of shares outstanding; change 0.00)
Holder of CORT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1045387 (value 99688104; 0.01% of shares outstanding; change 0.04)
Holder of CORT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1165399 (value 111132449; 0.01% of shares outstanding; change 0.02)
Holder of CORT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2084686 (value 198795658; 0.02% of shares outstanding; change 0.03)
Holder of CORT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2853467 (value 272106614; 0.03% of shares outstanding; change 0.01)
Holder of CORT: Fidelity Contrafund
Shares held as of 2026-04-30: 1186243 (value 103143825; 0.01% of shares outstanding; change 0.00)
Holder of CORT: First TRT Exch-Trd Fd.-First TRT NYSE Arca Biotechnology Index Fd.
Shares held as of 2026-04-30: 1795292 (value 130374109; 0.02% of shares outstanding; change -0.17)
Holder of CORT: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 855940 (value 68398168; 0.01% of shares outstanding; change 0.01)
Holder of CORT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 5705194 (value 455902073; 0.05% of shares outstanding; change 0.02)
Holder of CORT: iShares Trust-iShares Russell Mid-Cap Growth ETF
Shares held as of 2026-04-30: 624835 (value 56366364; 0.01% of shares outstanding; change -0.01)
Holder of CORT: iShares Trust-iShares S&P Small-Cap 600 Growth ETF
Shares held as of 2026-04-30: 823440 (value 65801093; 0.01% of shares outstanding; change 0.02)
Holder of CORT: Fidelity Contrafund
Shares held as of 2026-05-31: 1186243 (value 113120133; 0.01% of shares outstanding; change 0.00)
Holder of CORT: First TRT Exch-Trd Fd.-First TRT NYSE Arca Biotechnology Index Fd.
Shares held as of 2026-05-31: 1843166 (value 175764310; 0.02% of shares outstanding; change 0.03)
Holder of CORT: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 860083 (value 79936116; 0.01% of shares outstanding; change 0.00)
Holder of CORT: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 5679723 (value 541618388; 0.05% of shares outstanding; change 0.00)
Holder of CORT: iShares Trust-iShares Russell Mid-Cap Growth ETF
Shares held as of 2026-05-31: 625703 (value 59667038; 0.01% of shares outstanding; change 0.00)
Holder of CORT: iShares Trust-iShares S&P Small-Cap 600 Growth ETF
Shares held as of 2026-05-31: 828834 (value 79037610; 0.01% of shares outstanding; change 0.01)
Holder of CORT: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 876683 (value 83600491; 0.01% of shares outstanding; change 0.02)
Holder of CORZ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 3344574 (value 89801813; 0.01% of shares outstanding; change 0.02)
Holder of CORZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 3765596 (value 101106254; 0.01% of shares outstanding; change 1.07)
Holder of CORZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 6683513 (value 179452326; 0.02% of shares outstanding; change 1.05)
Holder of CORZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 9286671 (value 249347119; 0.03% of shares outstanding; change 0.07)
Holder of CORZ: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 2841518 (value 82858664; 0.01% of shares outstanding; change 0.01)
Holder of CORZ: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 6171911 (value 140410975; 0.02% of shares outstanding; change 0.03)
Holder of CORZ: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-03-31: 1897135 (value 55320456; 0.01% of shares outstanding; change -0.02)
Holder of CORZ: Amplify ETF Trust-Amplify Blockchain Technology ETF
Shares held as of 2026-03-31: 1717004 (value 36795396; 0.01% of shares outstanding; change -0.04)
Holder of CORZ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 3457466 (value 78657351; 0.01% of shares outstanding; change 0.03)
Holder of CORZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 3795926 (value 86357316; 0.01% of shares outstanding; change 0.01)
Holder of CORZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 6791735 (value 154511971; 0.02% of shares outstanding; change 0.02)
Holder of CORZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 9370839 (value 213186587; 0.03% of shares outstanding; change 0.01)
Holder of CORZ: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 7111346 (value 190939642; 0.02% of shares outstanding; change 0.01)
Holder of CORZ: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-04-30: 1897135 (value 43159821; 0.01% of shares outstanding; change 0.00)
Holder of CORZ: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 2871190 (value 65319572; 0.01% of shares outstanding; change 0.01)
Holder of CORZ: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 6849029 (value 146774693; 0.02% of shares outstanding; change -0.04)
Holder of CORZ: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 1986251 (value 42565359; 0.01% of shares outstanding; change 0.01)
Holder of CORZ: iShares Trust-iShares Expanded Tech-Software Sector ETF
Shares held as of 2026-05-31: 1797172 (value 40885663; 0.01% of shares outstanding; change 0.19)
Holder of CORZ: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 6960878 (value 158359974; 0.02% of shares outstanding; change 0.02)
Holder of CORZ: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 1965771 (value 44721290; 0.01% of shares outstanding; change -0.01)
Holder of COSM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 140007 (value 34581; 0.00% of shares outstanding; change 0.00)
Holder of COSM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 229177 (value 57477; 0.00% of shares outstanding; change 1.06)
Holder of COSM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 2226 (value 558; 0.00% of shares outstanding; change 0.00)
Holder of COSM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 28538 (value 7157; 0.00% of shares outstanding; change 0.00)
Holder of COSM: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 21664 (value 5433; 0.00% of shares outstanding; change 0.00)
Holder of COSM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 140007 (value 27987; 0.00% of shares outstanding; change 0.00)
Holder of COSM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 228343 (value 42174; 0.00% of shares outstanding; change 0.00)
Holder of COSM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 2226 (value 411; 0.00% of shares outstanding; change 0.00)
Holder of COSM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 28538 (value 5270; 0.00% of shares outstanding; change 0.00)
Holder of COSM: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 21664 (value 4001; 0.00% of shares outstanding; change 0.00)
Holder of COSM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 228343 (value 45645; 0.00% of shares outstanding; change 0.00)
Holder of COSM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2226 (value 444; 0.00% of shares outstanding; change 0.00)
Holder of COSM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 28538 (value 5704; 0.00% of shares outstanding; change 0.00)
Holder of COSM: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 21664 (value 4330; 0.00% of shares outstanding; change 0.00)
Holder of COSO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 82788 (value 2113577; 0.01% of shares outstanding; change 0.00)
Holder of COSO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 71900 (value 1835607; 0.01% of shares outstanding; change 1.00)
Holder of COSO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 51405 (value 1361204; 0.01% of shares outstanding; change 0.02)
Holder of COSO: Goldman Sachs Trust-Goldman Sachs Small Cap Value Fund
Shares held as of 2026-02-28: 117017 (value 3169990; 0.01% of shares outstanding; change -0.06)
Holder of COSO: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 26996 (value 731321; 0.00% of shares outstanding; change 0.19)
Holder of COSO: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 25372 (value 687327; 0.00% of shares outstanding; change 1.00)
Holder of COSO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 39049 (value 1014102; 0.00% of shares outstanding; change -0.01)
Holder of COSO: RMB Investors Trust-RMB Mendon Financial Services Fund
Shares held as of 2026-03-31: 302951 (value 8206942; 0.04% of shares outstanding; change 0.24)
Holder of COSO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 82788 (value 2242726; 0.01% of shares outstanding; change 0.00)
Holder of COSO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 314100 (value 8508969; 0.04% of shares outstanding; change 3.37)
Holder of COSO: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 22892 (value 594505; 0.00% of shares outstanding; change 0.59)
Holder of COSO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 167196 (value 4268513; 0.02% of shares outstanding; change 0.95)
Holder of COSO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 65301 (value 1667134; 0.01% of shares outstanding; change 0.46)
Holder of COSO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 39616 (value 1063689; 0.00% of shares outstanding; change 0.01)
Holder of COSO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 87357 (value 2366501; 0.01% of shares outstanding; change 0.70)
Holder of COSO: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 23528 (value 634079; 0.00% of shares outstanding; change 0.03)
Holder of COSO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 160613 (value 4309246; 0.02% of shares outstanding; change -0.04)
Holder of COSO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 69825 (value 1873404; 0.01% of shares outstanding; change 0.07)
Holder of COSO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 38880 (value 1053259; 0.00% of shares outstanding; change -0.02)
Holder of COSO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 174111 (value 4716667; 0.02% of shares outstanding; change 0.08)
Holder of COSO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 70419 (value 1907650; 0.01% of shares outstanding; change 0.01)
Holder of COST: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 11175438 (value 10687294950; 0.03% of shares outstanding; change 0.02)
Holder of COST: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 4693704 (value 4488683043; 0.01% of shares outstanding; change 0.00)
Holder of COST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 13925371 (value 13317110896; 0.03% of shares outstanding; change 0.00)
Holder of COST: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-01-31: 2429031 (value 2311101574; 0.01% of shares outstanding; change 0.01)
Holder of COST: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 5668548 (value 5420945864; 0.01% of shares outstanding; change 0.01)
Holder of COST: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 11280002 (value 10547140600; 0.03% of shares outstanding; change 0.01)
Holder of COST: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 4716434 (value 4410007421; 0.01% of shares outstanding; change 0.00)
Holder of COST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 14094820 (value 13179079957; 0.03% of shares outstanding; change 0.01)
Holder of COST: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 2502703 (value 2340102459; 0.01% of shares outstanding; change -0.02)
Holder of COST: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 5688119 (value 5411960891; 0.01% of shares outstanding; change 0.00)
Holder of COST: Invesco Exchange-Traded Fund Trust II-Invesco NASDAQ 100 ETF
Shares held as of 2026-04-30: 1787568 (value 1756017381; 0.00% of shares outstanding; change 0.04)
Holder of COST: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 9500299 (value 9332618490; 0.02% of shares outstanding; change 0.02)
Holder of COST: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 5306585 (value 5212923645; 0.01% of shares outstanding; change 0.03)
Holder of COST: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-04-30: 2491945 (value 2330043406; 0.01% of shares outstanding; change 0.03)
Holder of COST: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 5741256 (value 5455628514; 0.01% of shares outstanding; change 0.01)
Holder of COST: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 5680202 (value 5311159442; 0.01% of shares outstanding; change 0.00)
Holder of COST: Invesco Exchange-Traded Fund Trust II-Invesco NASDAQ 100 ETF
Shares held as of 2026-05-31: 1886399 (value 1774856217; 0.00% of shares outstanding; change 0.06)
Holder of COST: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 9623033 (value 9054023011; 0.02% of shares outstanding; change 0.01)
Holder of COST: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 5354163 (value 5103213406; 0.01% of shares outstanding; change 0.01)
Holder of COST: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 5847964 (value 5468021950; 0.01% of shares outstanding; change 0.02)
Holder of COST: Invesco Exchange-Traded Fund Trust II-Invesco NASDAQ 100 ETF
Shares held as of 2026-06-30: 1945741 (value 1819326264; 0.00% of shares outstanding; change 0.03)
Holder of COST: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 9417492 (value 8805637820; 0.02% of shares outstanding; change -0.02)
Holder of COST: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 5358834 (value 5010670712; 0.01% of shares outstanding; change 0.00)
Holder of COTY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 3988942 (value 8496446; 0.00% of shares outstanding; change 0.02)
Holder of COTY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 7950498 (value 16934561; 0.01% of shares outstanding; change -0.04)
Holder of COTY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 5118666 (value 10902759; 0.01% of shares outstanding; change -0.03)
Holder of COTY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 11037147 (value 23509124; 0.01% of shares outstanding; change -0.01)
Holder of COTY: BlackRock Large Cap Series Fd.s, Inc.-BlackRock Event Driven Eqy. Fd.
Shares held as of 2026-02-28: 9590124 (value 25413829; 0.01% of shares outstanding; change 0.38)
Holder of COTY: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 2356839 (value 6151349; 0.00% of shares outstanding; change 0.30)
Holder of COTY: VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund
Shares held as of 2026-02-28: 4555279 (value 12071489; 0.01% of shares outstanding; change 0.10)
Holder of COTY: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 1922768 (value 3768625; 0.00% of shares outstanding; change 0.00)
Holder of COTY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 4154754 (value 11010098; 0.00% of shares outstanding; change 0.04)
Holder of COTY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 8148153 (value 21592606; 0.01% of shares outstanding; change 0.02)
Holder of COTY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 5169884 (value 13700193; 0.01% of shares outstanding; change 0.01)
Holder of COTY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 11037147 (value 29248440; 0.01% of shares outstanding; change 0.00)
Holder of COTY: Pacer Funds Trust-Pacer US Small Cap Cash Cows 100 ETF
Shares held as of 2026-04-30: 2900097 (value 7685257; 0.00% of shares outstanding; change 1.00)
Holder of COTY: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 2796247 (value 5788231; 0.00% of shares outstanding; change 0.00)
Holder of COTY: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 12504235 (value 24383258; 0.01% of shares outstanding; change 0.02)
Holder of COTY: iShares Trust-iShares S&P Mid-Cap 400 Value ETF
Shares held as of 2026-04-30: 1856048 (value 3619293; 0.00% of shares outstanding; change -0.01)
Holder of COTY: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 2768940 (value 5925531; 0.00% of shares outstanding; change -0.01)
Holder of COTY: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 12580277 (value 33337735; 0.01% of shares outstanding; change 0.01)
Holder of COTY: Invesco Exch-Trd Fd. TRT II-Invesco S&P SmallCap 600 Revenue ETF
Shares held as of 2026-06-30: 3553650 (value 9417172; 0.00% of shares outstanding; change 1.00)
Holder of COTY: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 3384773 (value 8969648; 0.00% of shares outstanding; change 1.00)
Holder of COTY.PA: BlackRock Large Cap Series Fd.s, Inc.-BlackRock Event Driven Eqy. Fd.
Shares held as of 2026-02-28: 9590124 (value 18125334; 0.01% of shares outstanding; change 0.38)
Holder of COTY.PA: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 2356839 (value 4454425; 0.00% of shares outstanding; change 0.30)
Holder of COTY.PA: VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund
Shares held as of 2026-02-28: 4555279 (value 8609477; 0.01% of shares outstanding; change 0.10)
Holder of COTY.PA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 1922768 (value 3172567; 0.00% of shares outstanding; change 0.00)
Holder of COTY.PA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 4154754 (value 7852485; 0.00% of shares outstanding; change 0.04)
Holder of COTY.PA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 8148153 (value 15400009; 0.01% of shares outstanding; change 0.02)
Holder of COTY.PA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 5169884 (value 9771080; 0.01% of shares outstanding; change 0.01)
Holder of COTY.PA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 11037147 (value 20860207; 0.01% of shares outstanding; change 0.00)
Holder of COTY.PA: Pacer Funds Trust-Pacer US Small Cap Cash Cows 100 ETF
Shares held as of 2026-04-30: 2900097 (value 5481183; 0.00% of shares outstanding; change 1.00)
Holder of COTY.PA: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 2796247 (value 5005282; 0.00% of shares outstanding; change 0.00)
Holder of COTY.PA: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 12504235 (value 21007114; 0.01% of shares outstanding; change 0.02)
Holder of COTY.PA: iShares Trust-iShares S&P Mid-Cap 400 Value ETF
Shares held as of 2026-04-30: 1856048 (value 3118160; 0.00% of shares outstanding; change -0.01)
Holder of COTY.PA: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 2768940 (value 5233296; 0.00% of shares outstanding; change -0.01)
Holder of COTY.PA: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 12580277 (value 23776723; 0.01% of shares outstanding; change 0.01)
Holder of COUR: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 920272 (value 5033887; 0.01% of shares outstanding; change 0.00)
Holder of COUR: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 1494155 (value 8173027; 0.01% of shares outstanding; change 0.09)
Holder of COUR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1564833 (value 8434449; 0.01% of shares outstanding; change 0.02)
Holder of COUR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1808082 (value 9745561; 0.01% of shares outstanding; change 0.19)
Holder of COUR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3214446 (value 17325863; 0.02% of shares outstanding; change 0.19)
Holder of COUR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4547857 (value 24512948; 0.03% of shares outstanding; change 0.30)
Holder of COUR: Columbia Fd.s Series TRT II-Columbia Seligman Global Technology Fd.
Shares held as of 2026-01-31: 904314 (value 4838079; 0.01% of shares outstanding; change 1.20)
Holder of COUR: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-01-31: 1485629 (value 7948115; 0.01% of shares outstanding; change 5.40)
Holder of COUR: Vanguard Explorer Fund
Shares held as of 2026-01-31: 903339 (value 4832863; 0.01% of shares outstanding; change 0.00)
Holder of COUR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1398874 (value 7483975; 0.01% of shares outstanding; change 0.01)
Holder of COUR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1645522 (value 8836452; 0.01% of shares outstanding; change 0.05)
Holder of COUR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1854743 (value 9959969; 0.01% of shares outstanding; change 0.03)
Holder of COUR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3306881 (value 17757950; 0.02% of shares outstanding; change 0.03)
Holder of COUR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4547857 (value 24421991; 0.03% of shares outstanding; change 0.00)
Holder of COUR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3488572 (value 18803402; 0.02% of shares outstanding; change -0.01)
Holder of COUR: Columbia Fd.s Series TRT II-Columbia Seligman Global Technology Fd.
Shares held as of 2026-04-30: 1424374 (value 7648888; 0.01% of shares outstanding; change 0.58)
Holder of COUR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 827917 (value 4669451; 0.00% of shares outstanding; change 0.20)
Holder of COUR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1412566 (value 7585479; 0.01% of shares outstanding; change 0.01)
Holder of COUR: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-04-30: 2578754 (value 13847908; 0.02% of shares outstanding; change 0.74)
Holder of COUR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3352145 (value 19777655; 0.02% of shares outstanding; change -0.04)
Holder of COUR: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 1168261 (value 6892740; 0.01% of shares outstanding; change 0.00)
Holder of COUR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 1136823 (value 6104739; 0.01% of shares outstanding; change 0.37)
Holder of COUR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 5203966 (value 27945296; 0.03% of shares outstanding; change 0.55)
Holder of COUR: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 1786157 (value 9591662; 0.01% of shares outstanding; change 0.53)
Holder of COY.DE: HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD DIVIDEND AND GROWTH FUND
Shares held as of 2026-01-31: 1302476 (value 155906373; 0.01% of shares outstanding; change 1.00)
Holder of COY.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2585621 (value 309498825; 0.01% of shares outstanding; change -0.01)
Holder of COY.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 5145122 (value 642111241; 0.03% of shares outstanding; change 0.00)
Holder of COY.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 4668443 (value 582621700; 0.02% of shares outstanding; change 0.01)
Holder of COY.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2972794 (value 371004700; 0.01% of shares outstanding; change -0.01)
Holder of COY.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6429025 (value 802342339; 0.03% of shares outstanding; change 0.00)
Holder of COY.DE: HARTFORD MUTUAL FUNDS INC/CT-THE HARTFORD DIVIDEND AND GROWTH FUND
Shares held as of 2026-04-30: 1272543 (value 158813370; 0.01% of shares outstanding; change -0.02)
Holder of COY.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 1160120 (value 138866360; 0.01% of shares outstanding; change -0.03)
Holder of COY.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2410235 (value 288505122; 0.01% of shares outstanding; change 0.03)
Holder of COY.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2618775 (value 313467359; 0.01% of shares outstanding; change 0.01)
Holder of COY.DE: iShares Trust-iShares Russell Mid-Cap Growth ETF
Shares held as of 2026-04-30: 1240968 (value 148543865; 0.01% of shares outstanding; change -0.01)
Holder of COY.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2590937 (value 323348945; 0.01% of shares outstanding; change 0.00)
Holder of COY.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 1154942 (value 144598734; 0.01% of shares outstanding; change 0.00)
Holder of COY.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2667391 (value 332890404; 0.01% of shares outstanding; change 0.02)
Holder of COY.DE: iShares Trust-iShares Russell Mid-Cap Growth ETF
Shares held as of 2026-05-31: 1244540 (value 155318595; 0.01% of shares outstanding; change 0.00)
Holder of COY.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 1291424 (value 161169719; 0.01% of shares outstanding; change 0.12)
Holder of COY.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2445804 (value 305236346; 0.01% of shares outstanding; change 0.00)
Holder of COYA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 220217 (value 1061445; 0.01% of shares outstanding; change 0.30)
Holder of COYA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 542927 (value 2616908; 0.02% of shares outstanding; change 0.00)
Holder of COYA: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2025-12-31: 10246 (value 49385; 0.00% of shares outstanding; change 0.00)
Holder of COYA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 9805 (value 47260; 0.00% of shares outstanding; change 0.28)
Holder of COYA: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-01-31: 10000 (value 49200; 0.00% of shares outstanding; change 0.00)
Holder of COYA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 123863 (value 547474; 0.01% of shares outstanding; change 0.26)
Holder of COYA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 14892 (value 65822; 0.00% of shares outstanding; change 0.86)
Holder of COYA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 26955 (value 119141; 0.00% of shares outstanding; change 0.14)
Holder of COYA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 24066 (value 106371; 0.00% of shares outstanding; change 0.00)
Holder of COYA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 220217 (value 935922; 0.01% of shares outstanding; change 0.00)
Holder of COYA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 601117 (value 2554747; 0.03% of shares outstanding; change 0.11)
Holder of COYA: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 10246 (value 50410; 0.00% of shares outstanding; change 0.00)
Holder of COYA: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 13333 (value 56665; 0.00% of shares outstanding; change 0.67)
Holder of COYA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 47521 (value 210042; 0.00% of shares outstanding; change -0.01)
Holder of COYA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 14976 (value 63648; 0.00% of shares outstanding; change 2.68)
Holder of COYA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 12306 (value 72113; 0.00% of shares outstanding; change 0.26)
Holder of COYA: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 75077 (value 319077; 0.00% of shares outstanding; change 19.48)
Holder of COYA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 123412 (value 721960; 0.01% of shares outstanding; change 0.00)
Holder of COYA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 14892 (value 87118; 0.00% of shares outstanding; change 0.00)
Holder of COYA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 34885 (value 204077; 0.00% of shares outstanding; change 0.29)
Holder of COYA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 24066 (value 140786; 0.00% of shares outstanding; change 0.00)
Holder of COYA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 47834 (value 256390; 0.00% of shares outstanding; change 0.01)
Holder of COYA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 108636 (value 461703; 0.00% of shares outstanding; change -0.12)
Holder of COYA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 14892 (value 63291; 0.00% of shares outstanding; change 0.00)
Holder of COYA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 33438 (value 142111; 0.00% of shares outstanding; change -0.04)
Holder of COYA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 24066 (value 102280; 0.00% of shares outstanding; change 0.00)
Holder of COYA: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 47208 (value 200634; 0.00% of shares outstanding; change -0.01)
Holder of COZ.DE: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 11631677 (value 566230039; 0.02% of shares outstanding; change -0.08)
Holder of COZ.DE: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-01-31: 6540632 (value 318397967; 0.01% of shares outstanding; change 0.49)
Holder of COZ.DE: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 11098377 (value 415134778; 0.02% of shares outstanding; change -0.05)
Holder of COZ.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 6107573 (value 297316655; 0.01% of shares outstanding; change -0.01)
Holder of COZ.DE: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan Eqy. Premium Income ETF
Shares held as of 2026-03-31: 5572003 (value 208420765; 0.01% of shares outstanding; change 0.26)
Holder of COZ.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 12152486 (value 454563723; 0.03% of shares outstanding; change 0.00)
Holder of COZ.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 10328356 (value 386332143; 0.02% of shares outstanding; change -0.02)
Holder of COZ.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 15187277 (value 568080077; 0.03% of shares outstanding; change 0.00)
Holder of COZ.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 10236108 (value 498293740; 0.02% of shares outstanding; change 0.02)
Holder of COZ.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 5693221 (value 277146000; 0.01% of shares outstanding; change 0.03)
Holder of COZ.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 6185917 (value 301130441; 0.01% of shares outstanding; change 0.01)
Holder of COZ.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 6120139 (value 228923791; 0.01% of shares outstanding; change 0.00)
Holder of COZ.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 10388197 (value 396569412; 0.02% of shares outstanding; change 0.01)
Holder of COZ.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 6300865 (value 235683847; 0.01% of shares outstanding; change 0.02)
Holder of COZ.DE: AMERICAN MUTUAL FUND
Shares held as of 2026-06-30: 5279819 (value 197491623; 0.01% of shares outstanding; change 0.00)
Holder of COZ.DE: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-06-30: 5210790 (value 194909593; 0.01% of shares outstanding; change 0.27)
Holder of COZ.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 5727472 (value 214236083; 0.01% of shares outstanding; change 0.00)
Holder of CP: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 8514933 (value 765747927; 0.01% of shares outstanding; change -0.01)
Holder of CP: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-01-31: 3075902 (value 264619845; 0.00% of shares outstanding; change -0.04)
Holder of CP: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 13201626 (value 1143920913; 0.01% of shares outstanding; change -0.03)
Holder of CP: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-03-31: 3071300 (value 276202009; 0.00% of shares outstanding; change 0.01)
Holder of CP: Bridge Builder Trust-Bridge Builder Large Cap Growth Fund
Shares held as of 2026-03-31: 2821548 (value 260598175; 0.00% of shares outstanding; change -0.04)
Holder of CP: CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND
Shares held as of 2026-03-31: 3238790 (value 299134646; 0.00% of shares outstanding; change -0.22)
Holder of CP: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 4040999 (value 360942029; 0.00% of shares outstanding; change 0.02)
Holder of CP: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-03-31: 5056137 (value 451614155; 0.01% of shares outstanding; change -0.04)
Holder of CP: INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund
Shares held as of 2026-03-31: 6158150 (value 568766737; 0.01% of shares outstanding; change -0.01)
Holder of CP: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-03-31: 3784687 (value 349553693; 0.00% of shares outstanding; change 0.04)
Holder of CP: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 8720299 (value 805406820; 0.01% of shares outstanding; change 0.02)
Holder of CP: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-04-30: 3071300 (value 287811520; 0.00% of shares outstanding; change 0.00)
Holder of CP: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 4225125 (value 363487498; 0.00% of shares outstanding; change 0.05)
Holder of CP: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-04-30: 5043637 (value 437031153; 0.01% of shares outstanding; change 0.00)
Holder of CP: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-04-30: 3213660 (value 296813639; 0.00% of shares outstanding; change 0.04)
Holder of CP: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 13190384 (value 1218263874; 0.01% of shares outstanding; change 0.00)
Holder of CP: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-05-31: 3071300 (value 283665269; 0.00% of shares outstanding; change 0.00)
Holder of CP: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 4323120 (value 399283365; 0.00% of shares outstanding; change 0.02)
Holder of CP: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-05-31: 5226845 (value 482751407; 0.01% of shares outstanding; change 0.04)
Holder of CP: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-05-31: 3784687 (value 332257675; 0.00% of shares outstanding; change 0.00)
Holder of CP.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 8514933 (value 1035501007; 0.01% of shares outstanding; change -0.01)
Holder of CP.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-01-31: 3075902 (value 371599713; 0.00% of shares outstanding; change -0.04)
Holder of CP.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 13201626 (value 1623271920; 0.01% of shares outstanding; change -0.03)
Holder of CP.TO: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-03-31: 3071300 (value 373500794; 0.00% of shares outstanding; change 0.01)
Holder of CP.TO: Bridge Builder Trust-Bridge Builder Large Cap Growth Fund
Shares held as of 2026-03-31: 2821548 (value 367704156; 0.00% of shares outstanding; change -0.04)
Holder of CP.TO: CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND
Shares held as of 2026-03-31: 3238790 (value 422079136; 0.00% of shares outstanding; change -0.22)
Holder of CP.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 4040999 (value 491425890; 0.00% of shares outstanding; change 0.02)
Holder of CP.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-03-31: 5056137 (value 614876823; 0.01% of shares outstanding; change -0.04)
Holder of CP.TO: INVESTMENT MANAGERS SERIES TRUST-WCM Focused International Growth Fund
Shares held as of 2026-03-31: 6158150 (value 802530153; 0.01% of shares outstanding; change -0.01)
Holder of CP.TO: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-03-31: 3784687 (value 493220437; 0.00% of shares outstanding; change 0.04)
Holder of CP.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 8720299 (value 1136429429; 0.01% of shares outstanding; change 0.02)
Holder of CP.TO: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-04-30: 3071300 (value 403384530; 0.00% of shares outstanding; change 0.00)
Holder of CP.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 4225125 (value 510437340; 0.00% of shares outstanding; change 0.05)
Holder of CP.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-04-30: 5043637 (value 620165600; 0.01% of shares outstanding; change 0.00)
Holder of CP.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-04-30: 3213660 (value 418804194; 0.00% of shares outstanding; change 0.04)
Holder of CP.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 13190384 (value 1718970939; 0.01% of shares outstanding; change 0.00)
Holder of CP.TO: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-05-31: 3071300 (value 400251838; 0.00% of shares outstanding; change 0.00)
Holder of CP.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 4323120 (value 563389030; 0.00% of shares outstanding; change 0.02)
Holder of CP.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-05-31: 5226845 (value 681162478; 0.01% of shares outstanding; change 0.04)
Holder of CP.TO: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-05-31: 3784687 (value 472101848; 0.00% of shares outstanding; change 0.00)
Holder of CP60.DE: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 4270200 (value 276538161; 0.02% of shares outstanding; change 0.00)
Holder of CP60.DE: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 2855143 (value 184899066; 0.01% of shares outstanding; change -0.10)
Holder of CP60.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 4979114 (value 322447433; 0.03% of shares outstanding; change -0.01)
Holder of CP60.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 4499163 (value 291365805; 0.02% of shares outstanding; change 0.00)
Holder of CP60.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2864852 (value 185527821; 0.01% of shares outstanding; change -0.02)
Holder of CP60.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6190519 (value 400898023; 0.03% of shares outstanding; change -0.01)
Holder of CP60.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2507944 (value 162414458; 0.01% of shares outstanding; change 0.00)
Holder of CP60.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 2277312 (value 143857794; 0.01% of shares outstanding; change 0.00)
Holder of CP60.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2582724 (value 167257211; 0.01% of shares outstanding; change 0.02)
Holder of CP60.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 2689040 (value 174142236; 0.01% of shares outstanding; change 0.18)
Holder of CP60.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2357632 (value 152680253; 0.01% of shares outstanding; change 0.00)
Holder of CPA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 251681 (value 38013896; 0.01% of shares outstanding; change 0.00)
Holder of CPA: JPMorgan Trust I-JPMorgan Emerging Markets Equity Fund
Shares held as of 2026-01-31: 515598 (value 77875918; 0.02% of shares outstanding; change -0.02)
Holder of CPA: VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund
Shares held as of 2026-01-31: 700216 (value 105760619; 0.02% of shares outstanding; change -0.18)