speb/financial-data huggingface dataset:
Holder of CLH.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 5979391 (value 1197672035; 0.03% of shares outstanding; change 0.00)
Holder of CLH.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 5081904 (value 1017905386; 0.02% of shares outstanding; change -0.02)
Holder of CLH.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7469929 (value 1496226801; 0.03% of shares outstanding; change 0.00)
Holder of CLH.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 2176927 (value 436038484; 0.01% of shares outstanding; change 0.00)
Holder of CLH.DE: BLACKROCK EQUITY DIVIDEND FUND
Shares held as of 2026-04-30: 1607689 (value 322020111; 0.01% of shares outstanding; change -0.02)
Holder of CLH.DE: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-04-30: 2317298 (value 464154796; 0.01% of shares outstanding; change -0.18)
Holder of CLH.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 3011345 (value 603172412; 0.01% of shares outstanding; change 0.00)
Holder of CLH.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 3100133 (value 620956649; 0.01% of shares outstanding; change 0.02)
Holder of CLH.DE: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-06-30: 1660452 (value 332588540; 0.01% of shares outstanding; change 0.01)
Holder of CLH.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2830834 (value 567016058; 0.01% of shares outstanding; change 0.00)
Holder of CLIR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 46403 (value 214845; 0.01% of shares outstanding; change 0.00)
Holder of CLIR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 59026 (value 273290; 0.01% of shares outstanding; change 0.00)
Holder of CLIR: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2025-12-31: 2058 (value 9528; 0.00% of shares outstanding; change 0.00)
Holder of CLIR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 28677 (value 112987; 0.01% of shares outstanding; change 0.23)
Holder of CLIR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 2091 (value 8238; 0.00% of shares outstanding; change 0.00)
Holder of CLIR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 7139 (value 28127; 0.00% of shares outstanding; change 0.00)
Holder of CLIR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 10243 (value 40357; 0.00% of shares outstanding; change 0.00)
Holder of CLIR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 46403 (value 161946; 0.01% of shares outstanding; change 0.00)
Holder of CLIR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 59026 (value 206000; 0.01% of shares outstanding; change 0.00)
Holder of CLIR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 28573 (value 104862; 0.01% of shares outstanding; change 0.00)
Holder of CLIR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 2091 (value 7673; 0.00% of shares outstanding; change 0.00)
Holder of CLIR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 7139 (value 26200; 0.00% of shares outstanding; change 0.00)
Holder of CLIR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 10243 (value 37591; 0.00% of shares outstanding; change 0.00)
Holder of CLIR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 27157 (value 94777; 0.00% of shares outstanding; change -0.05)
Holder of CLIR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2091 (value 7297; 0.00% of shares outstanding; change 0.00)
Holder of CLIR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 7139 (value 24915; 0.00% of shares outstanding; change 0.00)
Holder of CLIR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 10243 (value 35748; 0.00% of shares outstanding; change 0.00)
Holder of CLLS: Delaware Group Equity Funds IV-Nomura Healthcare Fund
Shares held as of 2025-12-31: 226875 (value 798599; 0.00% of shares outstanding; change 0.00)
Holder of CLLS: Delaware Group Equity Funds IV-Nomura Healthcare Fund
Shares held as of 2026-03-31: 226875 (value 644324; 0.00% of shares outstanding; change 0.00)
Holder of CLLS: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 339873 (value 1196352; 0.00% of shares outstanding; change -0.04)
Holder of CLLS: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 334931 (value 1105272; 0.00% of shares outstanding; change -0.01)
Holder of CLLS: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 332107 (value 943183; 0.00% of shares outstanding; change -0.01)
Holder of CLM: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 654931 (value 5016771; 0.00% of shares outstanding; change -0.02)
Holder of CLM: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2025-12-31: 21815 (value 167102; 0.00% of shares outstanding; change 0.00)
Holder of CLM: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2025-12-31: 12946 (value 99166; 0.00% of shares outstanding; change 0.00)
Holder of CLM: Thrivent Series Fund, Inc.-Thrivent Dynamic Allocation Portfolio
Shares held as of 2025-12-31: 5094 (value 39020; 0.00% of shares outstanding; change 0.00)
Holder of CLM: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2025-12-31: 9906 (value 75879; 0.00% of shares outstanding; change 0.00)
Holder of CLM: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-01-31: 6031 (value 45111; 0.00% of shares outstanding; change 0.00)
Holder of CLM: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-01-31: 44143 (value 330631; 0.00% of shares outstanding; change 0.00)
Holder of CLM: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 629931 (value 4585897; 0.00% of shares outstanding; change -0.04)
Holder of CLM: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2026-03-31: 21815 (value 158813; 0.00% of shares outstanding; change 0.00)
Holder of CLM: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2026-03-31: 12946 (value 94246; 0.00% of shares outstanding; change 0.00)
Holder of CLM: Thrivent Series Fund, Inc.-Thrivent Dynamic Allocation Portfolio
Shares held as of 2026-03-31: 5094 (value 37084; 0.00% of shares outstanding; change 0.00)
Holder of CLM: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2026-03-31: 9906 (value 72115; 0.00% of shares outstanding; change 0.00)
Holder of CLM: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-04-30: 6031 (value 43905; 0.00% of shares outstanding; change 0.00)
Holder of CLM: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-04-30: 44143 (value 321361; 0.00% of shares outstanding; change 0.00)
Holder of CLMB: OBERWEIS FUNDS-Oberweis Micro-Cap Fund
Shares held as of 2025-12-31: 202800 (value 4390619; 0.01% of shares outstanding; change 0.56)
Holder of CLMB: Unified Series Trust-BALLAST SMALL/MID CAP ETF
Shares held as of 2025-12-31: 232648 (value 5036829; 0.01% of shares outstanding; change -0.05)
Holder of CLMB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 178396 (value 3862273; 0.01% of shares outstanding; change 0.02)
Holder of CLMB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 522016 (value 11301646; 0.03% of shares outstanding; change 0.03)
Holder of CLMB: ETF Series Solutions-Opus Small Cap Value ETF
Shares held as of 2026-01-31: 191664 (value 4352689; 0.01% of shares outstanding; change -0.02)
Holder of CLMB: Ultimus Managers Trust-Westwood Quality SmallCap Fund
Shares held as of 2026-01-31: 192820 (value 4378942; 0.01% of shares outstanding; change 1.00)
Holder of CLMB: OBERWEIS FUNDS-Oberweis Micro-Cap Fund
Shares held as of 2026-03-31: 202800 (value 5163287; 0.01% of shares outstanding; change 0.00)
Holder of CLMB: ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc
Shares held as of 2026-03-31: 180512 (value 4595835; 0.01% of shares outstanding; change 0.00)
Holder of CLMB: Thrivent ETF Trust-Thrivent Small-Mid Cap Equity ETF
Shares held as of 2026-03-31: 535014 (value 13621455; 0.03% of shares outstanding; change 0.04)
Holder of CLMB: Unified Series Trust-BALLAST SMALL/MID CAP ETF
Shares held as of 2026-03-31: 244408 (value 6222627; 0.01% of shares outstanding; change 0.05)
Holder of CLMB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 185952 (value 4734337; 0.01% of shares outstanding; change 0.04)
Holder of CLMB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 522016 (value 13290526; 0.03% of shares outstanding; change 0.00)
Holder of CLMB: WASATCH FUNDS TRUST-Wasatch Micro Cap Fund
Shares held as of 2026-03-31: 291736 (value 7427598; 0.02% of shares outstanding; change -0.55)
Holder of CLMB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 392540 (value 8498490; 0.02% of shares outstanding; change 0.02)
Holder of CLMB: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-04-30: 243208 (value 6192075; 0.01% of shares outstanding; change 0.69)
Holder of CLMB: Ultimus Managers Trust-Westwood Quality SmallCap Fund
Shares held as of 2026-04-30: 316708 (value 8063385; 0.02% of shares outstanding; change 0.64)
Holder of CLMB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 389020 (value 9282017; 0.02% of shares outstanding; change -0.01)
Holder of CLMB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 392730 (value 9998905; 0.02% of shares outstanding; change 0.01)
Holder of CLMT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 689282 (value 24448833; 0.01% of shares outstanding; change 0.00)
Holder of CLMT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2601124 (value 92261871; 0.03% of shares outstanding; change 0.02)
Holder of CLMT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 672231 (value 21941619; 0.01% of shares outstanding; change 0.01)
Holder of CLMT: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 341710 (value 14245889; 0.00% of shares outstanding; change 0.01)
Holder of CLMT: VANGUARD WORLD FUND-Vanguard Energy Index Fund
Shares held as of 2026-02-28: 449963 (value 18758956; 0.01% of shares outstanding; change 0.05)
Holder of CLMT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 342959 (value 12061867; 0.00% of shares outstanding; change 0.02)
Holder of CLMT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 717200 (value 29900067; 0.01% of shares outstanding; change 0.04)
Holder of CLMT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2629785 (value 109635733; 0.03% of shares outstanding; change 0.01)
Holder of CLMT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1689145 (value 59913975; 0.02% of shares outstanding; change 0.01)
Holder of CLMT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 523911 (value 18583123; 0.01% of shares outstanding; change -0.01)
Holder of CLMT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 337865 (value 12169897; 0.00% of shares outstanding; change -0.01)
Holder of CLMT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 680014 (value 28349782; 0.01% of shares outstanding; change 0.01)
Holder of CLMT: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-04-30: 1110484 (value 38222857; 0.01% of shares outstanding; change 1.00)
Holder of CLMT: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-04-30: 1613564 (value 55538869; 0.02% of shares outstanding; change 0.03)
Holder of CLMT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1631393 (value 59415330; 0.02% of shares outstanding; change -0.03)
Holder of CLMT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 522112 (value 19015318; 0.01% of shares outstanding; change 0.00)
Holder of CLMT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 331265 (value 13810437; 0.00% of shares outstanding; change -0.02)
Holder of CLMT: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-05-31: 1110484 (value 46296076; 0.01% of shares outstanding; change 0.00)
Holder of CLMT: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-05-31: 1700240 (value 65952311; 0.02% of shares outstanding; change 0.05)
Holder of CLMT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1646922 (value 68660175; 0.02% of shares outstanding; change 0.01)
Holder of CLMT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 530495 (value 22116335; 0.01% of shares outstanding; change 0.02)
Holder of CLMT: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-06-30: 1858300 (value 77472524; 0.02% of shares outstanding; change 0.09)
Holder of CLN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1978670 (value 15888719; 0.01% of shares outstanding; change 0.03)
Holder of CLN.SW: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 1823495 (value 13831209; 0.01% of shares outstanding; change 0.00)
Holder of CLN.SW: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 1020790 (value 7742692; 0.00% of shares outstanding; change 0.00)
Holder of CLN.SW: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 743159 (value 5239271; 0.00% of shares outstanding; change 0.06)
Holder of CLN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 514562 (value 3902952; 0.00% of shares outstanding; change 0.00)
Holder of CLN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 758686 (value 5348736; 0.00% of shares outstanding; change 0.03)
Holder of CLN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 3035154 (value 21397836; 0.01% of shares outstanding; change 0.00)
Holder of CLN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1983655 (value 14728638; 0.01% of shares outstanding; change 0.00)
Holder of CLN.SW: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 1451308 (value 10855783; 0.00% of shares outstanding; change 0.39)
Holder of CLN.SW: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 1823495 (value 13539450; 0.01% of shares outstanding; change 0.00)
Holder of CLN.SW: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 652480 (value 4844664; 0.00% of shares outstanding; change -0.36)
Holder of CLN.SW: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 985329 (value 7316068; 0.00% of shares outstanding; change 0.33)
Holder of CLN.SW: Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd.
Shares held as of 2026-04-30: 2446283 (value 18163651; 0.01% of shares outstanding; change 33.40)
Holder of CLN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 755445 (value 5609179; 0.00% of shares outstanding; change 0.00)
Holder of CLN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3035154 (value 22536019; 0.01% of shares outstanding; change 0.00)
Holder of CLN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1509305 (value 10927367; 0.00% of shares outstanding; change 0.01)
Holder of CLN.SW: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 855790 (value 6195919; 0.00% of shares outstanding; change 0.01)
Holder of CLN.SW: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 2300918 (value 16658645; 0.01% of shares outstanding; change 0.59)
Holder of CLN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1521785 (value 11299253; 0.00% of shares outstanding; change 0.01)
Holder of CLN.SW: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 855790 (value 6354240; 0.00% of shares outstanding; change 0.00)
Holder of CLN.SW: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 2921430 (value 21691618; 0.01% of shares outstanding; change 0.27)
Holder of CLNE: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 1004977 (value 1939605; 0.00% of shares outstanding; change 0.58)
Holder of CLNE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1899764 (value 3875518; 0.01% of shares outstanding; change -0.04)
Holder of CLNE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5143976 (value 10493710; 0.02% of shares outstanding; change 0.00)
Holder of CLNE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1682058 (value 3128627; 0.01% of shares outstanding; change 0.00)
Holder of CLNE: GMO TRUST-GMO Climate Change Fund
Shares held as of 2026-02-28: 3259274 (value 6616326; 0.01% of shares outstanding; change 0.10)
Holder of CLNE: GMO TRUST-GMO Resources Fund
Shares held as of 2026-02-28: 2452688 (value 4978956; 0.01% of shares outstanding; change -0.08)
Holder of CLNE: VANGUARD WORLD FUND-Vanguard Energy Index Fund
Shares held as of 2026-02-28: 1749704 (value 3551899; 0.01% of shares outstanding; change 0.05)
Holder of CLNE: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 1075824 (value 2183922; 0.00% of shares outstanding; change 0.07)
Holder of CLNE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1929057 (value 3915985; 0.01% of shares outstanding; change 0.02)
Holder of CLNE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5143976 (value 10442271; 0.02% of shares outstanding; change 0.00)
Holder of CLNE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 4198307 (value 8564546; 0.02% of shares outstanding; change -0.01)
Holder of CLNE: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 1505836 (value 3071905; 0.01% of shares outstanding; change 0.00)
Holder of CLNE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1701665 (value 3454379; 0.01% of shares outstanding; change 0.01)
Holder of CLNE: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-04-30: 2245812 (value 4289500; 0.01% of shares outstanding; change 0.03)
Holder of CLNE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 4033959 (value 8269615; 0.02% of shares outstanding; change -0.04)
Holder of CLNE: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 1488646 (value 3051724; 0.01% of shares outstanding; change -0.01)
Holder of CLNE: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-05-31: 2366486 (value 5300928; 0.01% of shares outstanding; change 0.05)
Holder of CLNE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 4072331 (value 8266831; 0.02% of shares outstanding; change 0.01)
Holder of CLNE: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 1501252 (value 3047541; 0.01% of shares outstanding; change 0.01)
Holder of CLNE: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-06-30: 2717071 (value 5515654; 0.01% of shares outstanding; change 0.15)
Holder of CLNN: John Hancock Variable Insurance Trust-Total Stock Market Index Trust
Shares held as of 2025-12-31: 233 (value 1269; 0.00% of shares outstanding; change 1.00)
Holder of CLNN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 71506 (value 469079; 0.01% of shares outstanding; change 0.12)
Holder of CLNN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 94812 (value 621966; 0.01% of shares outstanding; change 0.01)
Holder of CLNN: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 7267 (value 47671; 0.00% of shares outstanding; change 1.00)
Holder of CLNN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 48807 (value 265998; 0.00% of shares outstanding; change 0.20)
Holder of CLNN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 4823 (value 26285; 0.00% of shares outstanding; change 0.00)
Holder of CLNN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 12397 (value 67563; 0.00% of shares outstanding; change 0.25)
Holder of CLNN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 11366 (value 61944; 0.00% of shares outstanding; change 0.00)
Holder of CLNN: John Hancock Variable Insurance Trust-Total Stock Market Index Trust
Shares held as of 2026-03-31: 233 (value 1255; 0.00% of shares outstanding; change 0.00)
Holder of CLNN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 99941 (value 538681; 0.01% of shares outstanding; change 0.40)
Holder of CLNN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 201022 (value 1083508; 0.02% of shares outstanding; change 1.12)
Holder of CLNN: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 7267 (value 39169; 0.00% of shares outstanding; change 0.00)
Holder of CLNN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 48629 (value 299311; 0.00% of shares outstanding; change 0.00)
Holder of CLNN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 7401 (value 45553; 0.00% of shares outstanding; change 0.53)
Holder of CLNN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 12397 (value 76303; 0.00% of shares outstanding; change 0.00)
Holder of CLNN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 11366 (value 69957; 0.00% of shares outstanding; change 0.00)
Holder of CLNN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 46026 (value 248080; 0.00% of shares outstanding; change -0.05)
Holder of CLNN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 7401 (value 39891; 0.00% of shares outstanding; change 0.00)
Holder of CLNN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 12397 (value 66819; 0.00% of shares outstanding; change 0.00)
Holder of CLNN: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 11366 (value 61262; 0.00% of shares outstanding; change 0.00)
Holder of CLNX.MC: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 5348260 (value 151890581; 0.01% of shares outstanding; change 0.02)
Holder of CLNX.MC: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 8279242 (value 216502175; 0.01% of shares outstanding; change 0.01)
Holder of CLNX.MC: MFS SERIES TRUST I-MFS Research International Fund
Shares held as of 2026-02-28: 3319345 (value 83879849; 0.00% of shares outstanding; change -0.06)
Holder of CLNX.MC: Dodge & Cox Funds-Dodge & Cox International Stock Fund
Shares held as of 2026-03-31: 25525500 (value 645029396; 0.04% of shares outstanding; change 0.00)
Holder of CLNX.MC: LAZARD FUNDS INC-Lazard Global Listed Infrastructure Portfolio
Shares held as of 2026-03-31: 7264378 (value 183570835; 0.01% of shares outstanding; change 0.74)
Holder of CLNX.MC: MFS Series Trust V-MFS International New Discovery Fund
Shares held as of 2026-03-31: 1880134 (value 47510987; 0.00% of shares outstanding; change 0.00)
Holder of CLNX.MC: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 5472350 (value 138286287; 0.01% of shares outstanding; change 0.02)
Holder of CLNX.MC: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 1775448 (value 46427964; 0.00% of shares outstanding; change 0.01)
Holder of CLNX.MC: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 8269274 (value 208964557; 0.01% of shares outstanding; change 0.00)
Holder of CLNX.MC: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 3437621 (value 86868684; 0.01% of shares outstanding; change 0.00)
Holder of CLNX.MC: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 1667374 (value 47436791; 0.00% of shares outstanding; change 0.01)
Holder of CLNX.MC: iShares, Inc.-iShares MSCI Spain ETF
Shares held as of 2026-04-30: 1586661 (value 41491184; 0.00% of shares outstanding; change -0.01)
Holder of CLNX.MC: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 1794127 (value 45337590; 0.00% of shares outstanding; change 0.01)
Holder of CLNX.MC: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 1667374 (value 42134541; 0.00% of shares outstanding; change 0.00)
Holder of CLNX.MC: iShares, Inc.-iShares MSCI Spain ETF
Shares held as of 2026-05-31: 1386732 (value 35042718; 0.00% of shares outstanding; change -0.13)
Holder of CLOV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 4322911 (value 17205185; 0.01% of shares outstanding; change 0.02)
Holder of CLOV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 11871507 (value 47248598; 0.03% of shares outstanding; change 0.01)
Holder of CLOV: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 4000544 (value 20002720; 0.01% of shares outstanding; change 0.01)
Holder of CLOV: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 1115874 (value 4820575; 0.00% of shares outstanding; change 0.48)
Holder of CLOV: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 1916026 (value 8277232; 0.00% of shares outstanding; change 0.01)
Holder of CLOV: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 2026162 (value 8753020; 0.00% of shares outstanding; change 0.02)
Holder of CLOV: VANGUARD WORLD FUND-Vanguard Health Care Index Fund
Shares held as of 2026-02-28: 1260385 (value 5444863; 0.00% of shares outstanding; change -0.01)
Holder of CLOV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 2160922 (value 8276331; 0.01% of shares outstanding; change 0.03)
Holder of CLOV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 4462122 (value 19276367; 0.01% of shares outstanding; change 0.03)
Holder of CLOV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 12063287 (value 52113401; 0.03% of shares outstanding; change 0.02)
Holder of CLOV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 10011508 (value 39845802; 0.02% of shares outstanding; change 0.00)
Holder of CLOV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 2153059 (value 11282028; 0.01% of shares outstanding; change 0.00)
Holder of CLOV: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 4040881 (value 17456606; 0.01% of shares outstanding; change 0.01)
Holder of CLOV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 9619706 (value 48675711; 0.02% of shares outstanding; change -0.04)
Holder of CLOV: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 3359272 (value 16997916; 0.01% of shares outstanding; change 0.02)
Holder of CLOV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 2069070 (value 8938382; 0.00% of shares outstanding; change -0.04)
Holder of CLOV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 9711257 (value 41952631; 0.02% of shares outstanding; change 0.01)
Holder of CLOV: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 3324640 (value 14362445; 0.01% of shares outstanding; change -0.01)
Holder of CLPR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 154579 (value 485378; 0.01% of shares outstanding; change 0.00)
Holder of CLPR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 390313 (value 1225582; 0.02% of shares outstanding; change 0.00)
Holder of CLPR: DFA INVESTMENT DIMENSIONS GROUP INC-DFA REAL ESTATE SECURITIES PORT.
Shares held as of 2026-01-31: 76438 (value 233135; 0.00% of shares outstanding; change 0.00)
Holder of CLPR: ETF Series Solutions-Hoya Capital High Dividend Yield ETF
Shares held as of 2026-02-28: 312791 (value 900838; 0.02% of shares outstanding; change 0.12)
Holder of CLPR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 152405 (value 464835; 0.01% of shares outstanding; change 0.00)
Holder of CLPR: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 68410 (value 197020; 0.00% of shares outstanding; change 0.01)
Holder of CLPR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 117430 (value 372253; 0.01% of shares outstanding; change 0.53)
Holder of CLPR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 154579 (value 445187; 0.01% of shares outstanding; change 0.00)
Holder of CLPR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 390313 (value 1124101; 0.02% of shares outstanding; change 0.00)
Holder of CLPR: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 36486 (value 115660; 0.00% of shares outstanding; change -0.01)
Holder of CLPR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 326105 (value 1023969; 0.02% of shares outstanding; change 0.02)
Holder of CLPR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 108285 (value 340014; 0.01% of shares outstanding; change 0.00)
Holder of CLPR: DFA INVESTMENT DIMENSIONS GROUP INC-DFA REAL ESTATE SECURITIES PORT.
Shares held as of 2026-04-30: 76438 (value 220141; 0.00% of shares outstanding; change 0.00)
Holder of CLPR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 117003 (value 318248; 0.01% of shares outstanding; change 0.00)
Holder of CLPR: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 158012 (value 455074; 0.01% of shares outstanding; change 0.04)
Holder of CLPR: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 36726 (value 103934; 0.00% of shares outstanding; change 0.01)
Holder of CLPR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 313393 (value 899437; 0.02% of shares outstanding; change -0.04)
Holder of CLPR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 107055 (value 307247; 0.01% of shares outstanding; change -0.01)
Holder of CLPR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 109432 (value 315164; 0.01% of shares outstanding; change -0.06)
Holder of CLPR: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 36246 (value 104388; 0.00% of shares outstanding; change -0.01)
Holder of CLPR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 316361 (value 911119; 0.02% of shares outstanding; change 0.01)
Holder of CLPR: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 107957 (value 310916; 0.01% of shares outstanding; change 0.01)
Holder of CLPS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 5050 (value 4400; 0.00% of shares outstanding; change 0.00)
Holder of CLPS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 5050 (value 4267; 0.00% of shares outstanding; change 0.00)
Holder of CLPS: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 5050 (value 4418; 0.00% of shares outstanding; change 0.00)
Holder of CLPT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 309175 (value 3917247; 0.01% of shares outstanding; change -0.01)
Holder of CLPT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 848404 (value 10749278; 0.03% of shares outstanding; change 0.05)
Holder of CLPT: Vanguard Explorer Fund
Shares held as of 2026-01-31: 151197 (value 2686770; 0.01% of shares outstanding; change 4.52)
Holder of CLPT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 258509 (value 4593705; 0.01% of shares outstanding; change 0.01)
Holder of CLPT: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 130175 (value 1838070; 0.00% of shares outstanding; change 0.01)
Holder of CLPT: DEUTSCHE DWS INVESTMENT TRUST-DWS Small Cap Core Fund
Shares held as of 2026-03-31: 121531 (value 1716017; 0.00% of shares outstanding; change 0.00)
Holder of CLPT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 164022 (value 2114243; 0.01% of shares outstanding; change 0.09)
Holder of CLPT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 327024 (value 4617578; 0.01% of shares outstanding; change 0.06)
Holder of CLPT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 887504 (value 12531556; 0.03% of shares outstanding; change 0.05)
Holder of CLPT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 680822 (value 8626014; 0.02% of shares outstanding; change 0.06)
Holder of CLPT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 163425 (value 2915502; 0.01% of shares outstanding; change 0.00)
Holder of CLPT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 274673 (value 3878382; 0.01% of shares outstanding; change 0.06)
Holder of CLPT: SPDR SERIES TRUST-State Street SPDR S&P Health Care Equipment ETF
Shares held as of 2026-04-30: 96701 (value 1299661; 0.00% of shares outstanding; change -0.05)
Holder of CLPT: Vanguard Explorer Fund
Shares held as of 2026-04-30: 89224 (value 1259842; 0.00% of shares outstanding; change -0.41)
Holder of CLPT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 654263 (value 12247802; 0.02% of shares outstanding; change -0.04)
Holder of CLPT: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 219786 (value 4114393; 0.01% of shares outstanding; change 0.00)
Holder of CLPT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 154615 (value 2183163; 0.01% of shares outstanding; change -0.05)
Holder of CLPT: SPDR SERIES TRUST-State Street SPDR S&P Health Care Equipment ETF
Shares held as of 2026-05-31: 104256 (value 1802586; 0.00% of shares outstanding; change 0.08)
Holder of CLPT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 660464 (value 9325751; 0.02% of shares outstanding; change 0.01)
Holder of CLPT: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 229197 (value 3236261; 0.01% of shares outstanding; change 0.04)
Holder of CLPT: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-06-30: 122955 (value 1736124; 0.00% of shares outstanding; change 1.00)
Holder of CLRB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 31114 (value 97697; 0.00% of shares outstanding; change 1.39)
Holder of CLRB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 40870 (value 128331; 0.01% of shares outstanding; change 0.17)
Holder of CLRB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 6137 (value 17122; 0.00% of shares outstanding; change 0.00)
Holder of CLRB: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 1 (value 2; 0.00% of shares outstanding; change 0.00)
Holder of CLRB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 35711 (value 92491; 0.00% of shares outstanding; change 0.68)
Holder of CLRB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 200 (value 517; 0.00% of shares outstanding; change 0.00)
Holder of CLRB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 5641 (value 14610; 0.00% of shares outstanding; change 0.21)
Holder of CLRB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 2064 (value 5345; 0.00% of shares outstanding; change 0.00)
Holder of CLRB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 31114 (value 74984; 0.00% of shares outstanding; change 0.00)
Holder of CLRB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 50770 (value 122355; 0.01% of shares outstanding; change 0.24)
Holder of CLRB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 35581 (value 98915; 0.00% of shares outstanding; change 0.00)
Holder of CLRB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 200 (value 555; 0.00% of shares outstanding; change 0.00)
Holder of CLRB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 5641 (value 15681; 0.00% of shares outstanding; change 0.00)
Holder of CLRB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 2064 (value 5737; 0.00% of shares outstanding; change 0.00)
Holder of CLRB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 26977 (value 65014; 0.00% of shares outstanding; change -0.24)
Holder of CLRB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 200 (value 482; 0.00% of shares outstanding; change 0.00)
Holder of CLRB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 5641 (value 13594; 0.00% of shares outstanding; change 0.00)
Holder of CLRB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 2064 (value 4974; 0.00% of shares outstanding; change 0.00)
Holder of CLRO: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 1881 (value 5936; 0.00% of shares outstanding; change 0.00)
Holder of CLRO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 5258 (value 17088; 0.00% of shares outstanding; change 0.00)
Holder of CLRO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 1721 (value 5799; 0.00% of shares outstanding; change 1.00)
Holder of CLRO: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 1881 (value 10044; 0.00% of shares outstanding; change 0.00)
Holder of CLRO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 8401 (value 26515; 0.00% of shares outstanding; change 0.62)
Holder of CLRO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 1275 (value 4024; 0.00% of shares outstanding; change 0.00)
Holder of CLRO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 1162 (value 3667; 0.00% of shares outstanding; change 0.00)
Holder of CLRO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 1585 (value 5002; 0.00% of shares outstanding; change 0.00)
Holder of CLRO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 5258 (value 28077; 0.00% of shares outstanding; change 0.00)
Holder of CLRO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio
Shares held as of 2026-04-30: 498 (value 2659; 0.00% of shares outstanding; change 1.00)
Holder of CLRO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 1721 (value 9190; 0.00% of shares outstanding; change 0.00)
Holder of CLRO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 8370 (value 27872; 0.00% of shares outstanding; change 0.00)
Holder of CLRO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 1275 (value 4245; 0.00% of shares outstanding; change 0.00)
Holder of CLRO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 1162 (value 3869; 0.00% of shares outstanding; change 0.00)
Holder of CLRO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 1585 (value 5278; 0.00% of shares outstanding; change 0.00)
Holder of CLRO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 8370 (value 44695; 0.00% of shares outstanding; change 0.00)
Holder of CLRO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 1275 (value 6808; 0.00% of shares outstanding; change 0.00)
Holder of CLRO: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 1162 (value 6205; 0.00% of shares outstanding; change 0.00)
Holder of CLRO: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 1585 (value 8463; 0.00% of shares outstanding; change 0.00)
Holder of CLS: JPMorgan Trust II-JPMorgan Large Cap Growth Fund
Shares held as of 2025-12-31: 1688766 (value 650833553; 0.01% of shares outstanding; change -0.01)
Holder of CLS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1081616 (value 402047474; 0.01% of shares outstanding; change 0.02)
Holder of CLS: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 575709 (value 210018636; 0.01% of shares outstanding; change -0.06)
Holder of CLS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1676019 (value 611411710; 0.01% of shares outstanding; change 0.01)
Holder of CLS: Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio
Shares held as of 2026-03-31: 951380 (value 366652352; 0.01% of shares outstanding; change 0.11)
Holder of CLS: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 518099 (value 199670181; 0.00% of shares outstanding; change 0.03)
Holder of CLS: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-03-31: 1945782 (value 749884953; 0.02% of shares outstanding; change -0.02)
Holder of CLS: Franklin Custodian Funds-FRANKLIN DYNATECH FUND
Shares held as of 2026-03-31: 2000000 (value 610559997; 0.02% of shares outstanding; change 0.05)
Holder of CLS: JPMorgan Trust II-JPMorgan Large Cap Growth Fund
Shares held as of 2026-03-31: 1688766 (value 515546482; 0.01% of shares outstanding; change 0.00)
Holder of CLS: SmallCap World Fund Inc
Shares held as of 2026-03-31: 596196 (value 182006714; 0.01% of shares outstanding; change -0.05)
Holder of CLS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1107846 (value 338203225; 0.01% of shares outstanding; change 0.02)
Holder of CLS: BlackRock ETF Trust-iShares A.I. Innovation and Tech Active ETF
Shares held as of 2026-04-30: 651762 (value 242813925; 0.01% of shares outstanding; change 0.09)
Holder of CLS: Fidelity Advisor Series I-Fidelity Advisor Growth Opportunities Fund
Shares held as of 2026-04-30: 626300 (value 228474232; 0.01% of shares outstanding; change 0.44)
Holder of CLS: Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio
Shares held as of 2026-04-30: 801662 (value 292446287; 0.01% of shares outstanding; change -0.16)
Holder of CLS: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-04-30: 2006395 (value 731932871; 0.02% of shares outstanding; change 0.03)
Holder of CLS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1675715 (value 511562273; 0.01% of shares outstanding; change 0.00)
Holder of CLS: Fidelity Advisor Series I-Fidelity Advisor Growth Opportunities Fund
Shares held as of 2026-05-31: 676300 (value 206460863; 0.01% of shares outstanding; change 0.08)
Holder of CLS: Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio
Shares held as of 2026-05-31: 757641 (value 231292643; 0.01% of shares outstanding; change -0.05)
Holder of CLS: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 554274 (value 169208766; 0.00% of shares outstanding; change 0.02)
Holder of CLS: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-05-31: 2001595 (value 611046919; 0.02% of shares outstanding; change 0.00)
Holder of CLS: Fidelity Securities Fund-Fidelity Blue Chip Growth K6 Fund
Shares held as of 2026-05-31: 466196 (value 142320314; 0.00% of shares outstanding; change -0.01)
Holder of CLS.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1081616 (value 604623344; 0.01% of shares outstanding; change 0.02)
Holder of CLS.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 575709 (value 297779717; 0.01% of shares outstanding; change -0.06)
Holder of CLS.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1676019 (value 866904051; 0.01% of shares outstanding; change 0.01)
Holder of CLS.TO: Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio
Shares held as of 2026-03-31: 951380 (value 531821420; 0.01% of shares outstanding; change 0.11)
Holder of CLS.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 518099 (value 289617341; 0.00% of shares outstanding; change 0.03)
Holder of CLS.TO: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-03-31: 1945782 (value 1087692138; 0.02% of shares outstanding; change -0.02)