speb/financial-data huggingface dataset:
Holder of COL.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 12627521 (value 274143469; 0.01% of shares outstanding; change 0.02)
Holder of COL.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-01-31: 3811210 (value 90020783; 0.00% of shares outstanding; change 0.04)
Holder of COL.AX: TIAA-CREF Funds-Nuveen International Equity Index Fund
Shares held as of 2026-01-31: 2135896 (value 50449865; 0.00% of shares outstanding; change -0.03)
Holder of COL.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 2959440 (value 69901975; 0.00% of shares outstanding; change 0.02)
Holder of COL.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 19549606 (value 451791406; 0.01% of shares outstanding; change 0.01)
Holder of COL.AX: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 2820387 (value 66081668; 0.00% of shares outstanding; change 0.01)
Holder of COL.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 4939231 (value 107230700; 0.00% of shares outstanding; change 0.01)
Holder of COL.AX: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-03-31: 2406779 (value 52251169; 0.00% of shares outstanding; change -0.03)
Holder of COL.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 12907894 (value 302431960; 0.01% of shares outstanding; change 0.02)
Holder of COL.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 4993821 (value 115407206; 0.00% of shares outstanding; change 0.01)
Holder of COL.AX: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-04-30: 2549014 (value 58907715; 0.00% of shares outstanding; change 0.06)
Holder of COL.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-04-30: 3872912 (value 90742329; 0.00% of shares outstanding; change 0.02)
Holder of COL.AX: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-04-30: 5234737 (value 122649889; 0.00% of shares outstanding; change 1.00)
Holder of COL.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 3073747 (value 72017893; 0.00% of shares outstanding; change 0.04)
Holder of COL.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 19506716 (value 457042361; 0.01% of shares outstanding; change 0.00)
Holder of COL.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 9492321 (value 224351009; 0.01% of shares outstanding; change 0.01)
Holder of COL.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 4673988 (value 110399600; 0.00% of shares outstanding; change 0.01)
Holder of COL.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 5050301 (value 118328553; 0.00% of shares outstanding; change 0.01)
Holder of COL.AX: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-05-31: 2573395 (value 60294645; 0.00% of shares outstanding; change 0.01)
Holder of COL.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 9755497 (value 228571297; 0.01% of shares outstanding; change 0.03)
Holder of COL.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 4706593 (value 110275475; 0.00% of shares outstanding; change 0.01)
Holder of COLA: First Trust Alternative Opportunities Fund
Shares held as of 2025-12-31: 40000 (value 428400; 0.01% of shares outstanding; change 0.00)
Holder of COLA: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 89000 (value 953190; 0.02% of shares outstanding; change 0.00)
Holder of COLA: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 100000 (value 1068999; 0.02% of shares outstanding; change 1.00)
Holder of COLB: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 3809387 (value 112986417; 0.01% of shares outstanding; change -0.14)
Holder of COLB: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 5993550 (value 177768692; 0.02% of shares outstanding; change -0.15)
Holder of COLB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 6781578 (value 201005967; 0.02% of shares outstanding; change -0.04)
Holder of COLB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 4376544 (value 129720761; 0.02% of shares outstanding; change -0.04)
Holder of COLB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 9436147 (value 279687391; 0.03% of shares outstanding; change 0.00)
Holder of COLB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 3663206 (value 111910940; 0.01% of shares outstanding; change 0.00)
Holder of COLB: Vanguard Explorer Fund
Shares held as of 2026-01-31: 4051217 (value 123764676; 0.01% of shares outstanding; change 0.00)
Holder of COLB: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 9233540 (value 287624767; 0.03% of shares outstanding; change 0.08)
Holder of COLB: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 3894960 (value 121328002; 0.01% of shares outstanding; change 0.02)
Holder of COLB: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 5913284 (value 184198794; 0.02% of shares outstanding; change -0.01)
Holder of COLB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 6814472 (value 212270800; 0.02% of shares outstanding; change 0.00)
Holder of COLB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 4339600 (value 135178538; 0.02% of shares outstanding; change -0.01)
Holder of COLB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 9363366 (value 291668847; 0.03% of shares outstanding; change -0.01)
Holder of COLB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 3680915 (value 109175938; 0.01% of shares outstanding; change -0.02)
Holder of COLB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 3663206 (value 114108865; 0.01% of shares outstanding; change 0.00)
Holder of COLB: Vanguard Explorer Fund
Shares held as of 2026-04-30: 4051217 (value 126195408; 0.01% of shares outstanding; change 0.00)
Holder of COLB: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 9973127 (value 304679022; 0.03% of shares outstanding; change 0.02)
Holder of COLB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 3673305 (value 114845878; 0.01% of shares outstanding; change 0.00)
Holder of COLB: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 10022029 (value 312186199; 0.03% of shares outstanding; change 0.00)
Holder of COLB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 3613771 (value 112568965; 0.01% of shares outstanding; change -0.02)
Holder of COLD: COHEN & STEERS REAL ESTATE SECURITIES Fd. INC-Cohen & Steers Real Esta
Shares held as of 2025-12-31: 2679665 (value 42043942; 0.01% of shares outstanding; change 0.00)
Holder of COLD: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2025-12-31: 13572179 (value 212947482; 0.05% of shares outstanding; change -0.01)
Holder of COLD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 3078071 (value 48294932; 0.01% of shares outstanding; change 0.01)
Holder of COLD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 6461423 (value 101379724; 0.02% of shares outstanding; change -0.04)
Holder of COLD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 4167843 (value 65393454; 0.01% of shares outstanding; change -0.04)
Holder of COLD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 9067127 (value 142263218; 0.03% of shares outstanding; change 0.00)
Holder of COLD: Williamsburg Investment Trust-Davenport Small Cap Focus Fund
Shares held as of 2025-12-31: 2498890 (value 39207583; 0.01% of shares outstanding; change 0.41)
Holder of COLD: VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd
Shares held as of 2026-01-31: 1868071 (value 26283758; 0.01% of shares outstanding; change 0.06)
Holder of COLD: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 10631943 (value 149591434; 0.04% of shares outstanding; change 0.06)
Holder of COLD: SCHWAB STRATEGIC TRUST-Schwab U.S. REIT ETF
Shares held as of 2026-02-28: 1971857 (value 28236991; 0.01% of shares outstanding; change 0.07)
Holder of COLD: American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 4000000 (value 62759998; 0.01% of shares outstanding; change -0.16)
Holder of COLD: American Century Capital Portfolios, Inc.-Small Cap Value Fund
Shares held as of 2026-03-31: 4000000 (value 57279998; 0.01% of shares outstanding; change -0.16)
Holder of COLD: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-03-31: 2580200 (value 40483336; 0.01% of shares outstanding; change 0.12)
Holder of COLD: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2026-03-31: 12991579 (value 186039407; 0.05% of shares outstanding; change -0.04)
Holder of COLD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 3176618 (value 45489168; 0.01% of shares outstanding; change 0.03)
Holder of COLD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 6567797 (value 94050851; 0.02% of shares outstanding; change 0.02)
Holder of COLD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 4182883 (value 59898883; 0.01% of shares outstanding; change 0.00)
Holder of COLD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 9169732 (value 131310559; 0.03% of shares outstanding; change 0.01)
Holder of COLD: Williamsburg Investment Trust-Davenport Small Cap Focus Fund
Shares held as of 2026-03-31: 2498890 (value 35784104; 0.01% of shares outstanding; change 0.00)
Holder of COLD: VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd
Shares held as of 2026-04-30: 1874147 (value 26837784; 0.01% of shares outstanding; change 0.00)
Holder of COLD: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 10575903 (value 151446927; 0.04% of shares outstanding; change -0.01)
Holder of COLL: MUTUAL FUND SERIES TRUST-Eventide Gilead Fund
Shares held as of 2025-12-31: 1344376 (value 45184478; 0.04% of shares outstanding; change 0.00)
Holder of COLL: MUTUAL FUND SERIES TRUST-Eventide Healthcare & Life Sciences Fund
Shares held as of 2025-12-31: 517159 (value 17262767; 0.02% of shares outstanding; change -0.50)
Holder of COLL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 935667 (value 31447768; 0.03% of shares outstanding; change -0.02)
Holder of COLL: Principal Funds, Inc-SmallCap Fund
Shares held as of 2026-01-31: 526800 (value 17668872; 0.02% of shares outstanding; change -0.06)
Holder of COLL: MFS SERIES TRUST I-MFS New Discovery Fund
Shares held as of 2026-02-28: 538945 (value 18970864; 0.02% of shares outstanding; change 0.00)
Holder of COLL: MFS SERIES TRUST XIII-MFS New Discovery Value Fund
Shares held as of 2026-02-28: 395816 (value 13932723; 0.01% of shares outstanding; change -0.05)
Holder of COLL: AIM Growth Series -Invesco Main Street Small Cap Fd.
Shares held as of 2026-03-31: 353371 (value 12438659; 0.01% of shares outstanding; change 0.20)
Holder of COLL: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 1430708 (value 49559724; 0.04% of shares outstanding; change 0.00)
Holder of COLL: MUTUAL FUND SERIES TRUST-Eventide Gilead Fund
Shares held as of 2026-03-31: 1344376 (value 47322036; 0.04% of shares outstanding; change 0.00)
Holder of COLL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 352979 (value 12424861; 0.01% of shares outstanding; change 0.04)
Holder of COLL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 948657 (value 33392727; 0.03% of shares outstanding; change 0.01)
Holder of COLL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 767132 (value 25783306; 0.02% of shares outstanding; change 0.00)
Holder of COLL: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 1430708 (value 50360922; 0.04% of shares outstanding; change 0.00)
Holder of COLL: Principal Funds, Inc-SmallCap Fund
Shares held as of 2026-04-30: 460700 (value 16216640; 0.01% of shares outstanding; change -0.13)
Holder of COLL: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1928811 (value 64692322; 0.06% of shares outstanding; change 0.02)
Holder of COLL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 737168 (value 27297330; 0.02% of shares outstanding; change -0.04)
Holder of COLL: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1915734 (value 67433838; 0.06% of shares outstanding; change -0.01)
Holder of COLL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 750600 (value 26421120; 0.02% of shares outstanding; change 0.02)
Holder of COLM: JPMorgan Trust I-JPMorgan Value Advantage Fund
Shares held as of 2025-12-31: 666437 (value 44104800; 0.01% of shares outstanding; change 0.12)
Holder of COLM: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2025-12-31: 268763 (value 17786735; 0.01% of shares outstanding; change 0.53)
Holder of COLM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 272185 (value 18013203; 0.01% of shares outstanding; change -0.01)
Holder of COLM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 551078 (value 36470342; 0.01% of shares outstanding; change -0.05)
Holder of COLM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 354812 (value 23481458; 0.01% of shares outstanding; change -0.05)
Holder of COLM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 788811 (value 52203512; 0.02% of shares outstanding; change 0.01)
Holder of COLM: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 245366 (value 16307024; 0.00% of shares outstanding; change 0.64)
Holder of COLM: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 239306 (value 14793896; 0.00% of shares outstanding; change 0.07)
Holder of COLM: Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund
Shares held as of 2026-03-31: 527010 (value 32843263; 0.01% of shares outstanding; change -0.66)
Holder of COLM: JPMorgan Trust I-JPMorgan Value Advantage Fund
Shares held as of 2026-03-31: 779394 (value 48571833; 0.02% of shares outstanding; change 0.17)
Holder of COLM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 281440 (value 17539340; 0.01% of shares outstanding; change 0.03)
Holder of COLM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 543499 (value 33870857; 0.01% of shares outstanding; change -0.01)
Holder of COLM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 345996 (value 21562470; 0.01% of shares outstanding; change -0.02)
Holder of COLM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 774007 (value 48236116; 0.02% of shares outstanding; change -0.02)
Holder of COLM: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 868848 (value 55797419; 0.02% of shares outstanding; change 0.01)
Holder of COLM: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 391943 (value 24425887; 0.01% of shares outstanding; change 0.60)
Holder of COLM: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-04-30: 253207 (value 15779860; 0.01% of shares outstanding; change 0.81)
Holder of COLM: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 858415 (value 57050260; 0.02% of shares outstanding; change 0.02)
Holder of COLM: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 874294 (value 54757034; 0.02% of shares outstanding; change 0.01)
Holder of COLM: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 859226 (value 53546964; 0.02% of shares outstanding; change 0.00)
Holder of COLM: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 869251 (value 54171722; 0.02% of shares outstanding; change -0.01)
Holder of COLR.BR: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 102743 (value 3655596; 0.00% of shares outstanding; change -0.12)
Holder of COLR.BR: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 253420 (value 8499707; 0.00% of shares outstanding; change 0.02)
Holder of COLR.BR: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 190440 (value 6848222; 0.00% of shares outstanding; change -0.07)
Holder of COLR.BR: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-01-31: 227216 (value 7707166; 0.00% of shares outstanding; change 0.00)
Holder of COLR.BR: Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd.
Shares held as of 2026-01-31: 87606 (value 2971595; 0.00% of shares outstanding; change -0.48)
Holder of COLR.BR: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 99626 (value 3582550; 0.00% of shares outstanding; change 0.00)
Holder of COLR.BR: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 393051 (value 14134113; 0.00% of shares outstanding; change 0.00)
Holder of COLR.BR: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 258596 (value 9495645; 0.00% of shares outstanding; change 0.02)
Holder of COLR.BR: Victory Portfolios-Victory Trivalent International Small-Cap Fund
Shares held as of 2026-03-31: 291574 (value 10706597; 0.00% of shares outstanding; change 0.00)
Holder of COLR.BR: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 184045 (value 6758132; 0.00% of shares outstanding; change -0.03)
Holder of COLR.BR: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 217821 (value 7998387; 0.00% of shares outstanding; change -0.04)
Holder of COLR.BR: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 100973 (value 3707728; 0.00% of shares outstanding; change 0.01)
Holder of COLR.BR: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 393051 (value 14432833; 0.00% of shares outstanding; change 0.00)
Holder of COLR.BR: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 333737 (value 12254823; 0.00% of shares outstanding; change 0.01)
Holder of COLR.BR: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 118298 (value 4343902; 0.00% of shares outstanding; change 0.00)
Holder of COLR.BR: First TRT Exch-Trd AlphaDEX Fd. II-First TRT Europe AlphaDEX Fd.
Shares held as of 2026-05-31: 76508 (value 2809373; 0.00% of shares outstanding; change 0.00)
Holder of COLR.BR: SEI Inst. INVESTMENTS TRT-SIIT Global Mnged Volatility Fd.
Shares held as of 2026-05-31: 75325 (value 2765934; 0.00% of shares outstanding; change 0.00)
Holder of COMP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 12735941 (value 104816788; 0.02% of shares outstanding; change 0.02)
Holder of COMP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 8209133 (value 67561160; 0.01% of shares outstanding; change 0.03)
Holder of COMP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 17666147 (value 145392381; 0.02% of shares outstanding; change 0.08)
Holder of COMP: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 23796923 (value 238207204; 0.03% of shares outstanding; change 0.37)
Holder of COMP: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-02-28: 9415537 (value 94249527; 0.01% of shares outstanding; change 0.16)
Holder of COMP: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 8410521 (value 93104464; 0.01% of shares outstanding; change 1.00)
Holder of COMP: Fidelity Hastings Street Trust-Fidelity Series Large Cap Stock Fund
Shares held as of 2026-03-31: 8187331 (value 67381730; 0.01% of shares outstanding; change 0.10)
Holder of COMP: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 19088557 (value 147172775; 0.03% of shares outstanding; change 93.80)
Holder of COMP: SmallCap World Fund Inc
Shares held as of 2026-03-31: 11250973 (value 124548267; 0.02% of shares outstanding; change 1.37)
Holder of COMP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 16465579 (value 182273954; 0.02% of shares outstanding; change 0.29)
Holder of COMP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 10486165 (value 116081843; 0.01% of shares outstanding; change 0.28)
Holder of COMP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 22689570 (value 251173532; 0.03% of shares outstanding; change 0.28)
Holder of COMP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 15721195 (value 129385427; 0.02% of shares outstanding; change 0.01)
Holder of COMP: Fidelity Hastings Street Trust-Fidelity Series Large Cap Stock Fund
Shares held as of 2026-04-30: 8855003 (value 88638582; 0.01% of shares outstanding; change 0.08)
Holder of COMP: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 20037080 (value 247057194; 0.03% of shares outstanding; change 0.05)
Holder of COMP: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-04-30: 10452037 (value 115704046; 0.01% of shares outstanding; change 0.11)
Holder of COMP: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 23863361 (value 264167398; 0.03% of shares outstanding; change 0.00)
Holder of COMP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 15138011 (value 191041697; 0.02% of shares outstanding; change -0.04)
Holder of COMP: Fidelity Hastings Street Trust-Fidelity Series Large Cap Stock Fund
Shares held as of 2026-05-31: 8855003 (value 98024880; 0.01% of shares outstanding; change 0.00)
Holder of COMP: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 20871724 (value 231049978; 0.03% of shares outstanding; change 0.04)
Holder of COMP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 15381050 (value 170268218; 0.02% of shares outstanding; change 0.02)
Holder of CON: -Price (T.Rowe) Mid-Cap Value Equity Trust
Shares held as of 2025-12-31: 4435932 (value 110321632; 0.03% of shares outstanding; change 0.01)
Holder of CON: JPMorgan Trust I-JPMorgan Small Cap Equity Fund
Shares held as of 2025-12-31: 1559661 (value 38788770; 0.01% of shares outstanding; change -0.08)
Holder of CON: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 7546942 (value 187692453; 0.06% of shares outstanding; change 0.00)
Holder of CON: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 1443741 (value 36555521; 0.01% of shares outstanding; change -0.31)
Holder of CON: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 1628136 (value 41224403; 0.01% of shares outstanding; change -0.14)
Holder of CON: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2613741 (value 65003740; 0.02% of shares outstanding; change -0.09)
Holder of CON: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1687806 (value 41975736; 0.01% of shares outstanding; change -0.09)
Holder of CON: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3596292 (value 89439785; 0.03% of shares outstanding; change -0.07)
Holder of CON: Thrivent Mutual Funds-Thrivent Small Cap Stock Fund
Shares held as of 2026-01-31: 1861570 (value 53166438; 0.01% of shares outstanding; change -0.01)
Holder of CON: -Price (T.Rowe) Mid-Cap Value Equity Trust
Shares held as of 2026-03-31: 4740309 (value 149841170; 0.04% of shares outstanding; change 0.07)
Holder of CON: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 7520011 (value 237707552; 0.06% of shares outstanding; change 0.00)
Holder of CON: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 1310585 (value 37430306; 0.01% of shares outstanding; change -0.20)
Holder of CON: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1326513 (value 41931076; 0.01% of shares outstanding; change 0.03)
Holder of CON: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2672453 (value 84476240; 0.02% of shares outstanding; change 0.02)
Holder of CON: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1699809 (value 53730963; 0.01% of shares outstanding; change 0.01)
Holder of CON: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3644551 (value 115204259; 0.03% of shares outstanding; change 0.01)
Holder of CON: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2848049 (value 70830981; 0.02% of shares outstanding; change 0.01)
Holder of CON: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 2430702 (value 76834491; 0.02% of shares outstanding; change 1.25)
Holder of CON: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 2430702 (value 76834491; 0.02% of shares outstanding; change 1.25)
Holder of CON: Thrivent Mutual Funds-Thrivent Small Cap Stock Fund
Shares held as of 2026-04-30: 1855670 (value 58657729; 0.01% of shares outstanding; change 0.00)
Holder of CON: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 7265827 (value 207512015; 0.06% of shares outstanding; change 0.02)
Holder of CON: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2736592 (value 87324650; 0.02% of shares outstanding; change -0.04)
Holder of CON: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 7237583 (value 228780003; 0.06% of shares outstanding; change 0.00)
Holder of CON: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2773362 (value 87665974; 0.02% of shares outstanding; change 0.01)
Holder of CON.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1021927 (value 72270678; 0.01% of shares outstanding; change 0.02)
Holder of CON.DE: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-01-31: 459288 (value 32480847; 0.00% of shares outstanding; change 0.00)
Holder of CON.DE: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-01-31: 626635 (value 44315627; 0.00% of shares outstanding; change 0.05)
Holder of CON.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1592208 (value 112600951; 0.01% of shares outstanding; change 0.01)
Holder of CON.DE: VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund
Shares held as of 2026-01-31: 504888 (value 35705679; 0.00% of shares outstanding; change 0.70)
Holder of CON.DE: Bridge Builder Trust-Bridge Builder International Equity Fund
Shares held as of 2026-03-31: 610629 (value 42792881; 0.00% of shares outstanding; change 0.00)
Holder of CON.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 404841 (value 28630356; 0.00% of shares outstanding; change 0.01)
Holder of CON.DE: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund
Shares held as of 2026-03-31: 2658145 (value 186282806; 0.01% of shares outstanding; change -0.10)
Holder of CON.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1049016 (value 73515043; 0.01% of shares outstanding; change 0.03)
Holder of CON.DE: Dimensional ETF Trust-Dimensional International Value ETF
Shares held as of 2026-04-30: 459288 (value 32186903; 0.00% of shares outstanding; change 0.00)
Holder of CON.DE: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-04-30: 693331 (value 48588637; 0.00% of shares outstanding; change 0.11)
Holder of CON.DE: SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT World Equity EX-US Fund
Shares held as of 2026-04-30: 707094 (value 49553148; 0.00% of shares outstanding; change 0.00)
Holder of CON.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1590530 (value 111464345; 0.01% of shares outstanding; change 0.00)
Holder of CON.DE: VANGUARD TRUSTEES' EQUITY FUND-Vanguard International Value Fund
Shares held as of 2026-04-30: 474720 (value 33268378; 0.00% of shares outstanding; change -0.06)
Holder of CON.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 783039 (value 55376519; 0.00% of shares outstanding; change 0.01)
Holder of CON.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 414055 (value 29016975; 0.00% of shares outstanding; change 0.01)
Holder of CON.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 789124 (value 55301811; 0.00% of shares outstanding; change 0.01)
Holder of COO: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2025-12-31: 4273800 (value 261599294; 0.02% of shares outstanding; change -0.08)
Holder of COO: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 3177281 (value 194481367; 0.02% of shares outstanding; change 0.63)
Holder of COO: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 5011513 (value 306754706; 0.03% of shares outstanding; change 0.02)
Holder of COO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 4511415 (value 276143708; 0.02% of shares outstanding; change -0.05)
Holder of COO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2908845 (value 178050399; 0.01% of shares outstanding; change -0.04)
Holder of COO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 6225041 (value 381034753; 0.03% of shares outstanding; change -0.01)
Holder of COO: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2502800 (value 153196385; 0.01% of shares outstanding; change -0.01)
Holder of COO: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 3607314 (value 251105129; 0.02% of shares outstanding; change 0.00)
Holder of COO: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 4270200 (value 300237751; 0.02% of shares outstanding; change 0.00)
Holder of COO: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 2855143 (value 200745097; 0.01% of shares outstanding; change -0.10)
Holder of COO: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 4979114 (value 350081493; 0.03% of shares outstanding; change -0.01)
Holder of COO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 4499163 (value 316336139; 0.02% of shares outstanding; change 0.00)
Holder of COO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2864852 (value 201427737; 0.01% of shares outstanding; change -0.02)
Holder of COO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6190519 (value 435255375; 0.03% of shares outstanding; change -0.01)
Holder of COO: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 2511421 (value 165527767; 0.01% of shares outstanding; change 0.00)
Holder of COO: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2323287 (value 157704715; 0.01% of shares outstanding; change 0.03)
Holder of COO: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2535756 (value 188153087; 0.01% of shares outstanding; change 0.01)
Holder of COO: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2507944 (value 176333536; 0.01% of shares outstanding; change 0.00)
Holder of COO: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 2277312 (value 163306041; 0.01% of shares outstanding; change 0.00)
Holder of COO: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-05-31: 2488058 (value 184613896; 0.01% of shares outstanding; change 0.48)
Holder of COO: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 2346201 (value 163319053; 0.01% of shares outstanding; change 0.01)
Holder of COO: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2582724 (value 181591318; 0.01% of shares outstanding; change 0.02)
Holder of COO: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 2689040 (value 189066395; 0.01% of shares outstanding; change 0.18)
Holder of COO: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2357632 (value 165765100; 0.01% of shares outstanding; change 0.00)
Holder of COOK: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 4553 (value 290208; 0.00% of shares outstanding; change 0.10)
Holder of COOK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 12801 (value 890437; 0.00% of shares outstanding; change -0.09)
Holder of COOK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 34471 (value 2397802; 0.01% of shares outstanding; change 0.00)
Holder of COOK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 6566 (value 474459; 0.00% of shares outstanding; change 0.00)
Holder of COOK: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 6338 (value 388265; 0.00% of shares outstanding; change 0.01)
Holder of COOK: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 3285 (value 201239; 0.00% of shares outstanding; change 0.01)
Holder of COOK: VANGUARD WORLD FUND-Vanguard Consumer Discretionary Index Fund
Shares held as of 2026-02-28: 5045 (value 309056; 0.00% of shares outstanding; change 0.00)
Holder of COOK: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 4813 (value 294844; 0.00% of shares outstanding; change 0.06)
Holder of COOK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 7354 (value 468743; 0.00% of shares outstanding; change 0.27)
Holder of COOK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 12801 (value 784189; 0.00% of shares outstanding; change 0.00)
Holder of COOK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 34471 (value 2111693; 0.01% of shares outstanding; change 0.00)
Holder of COOK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 16556 (value 1151635; 0.01% of shares outstanding; change 0.03)
Holder of COOK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 5691 (value 395865; 0.00% of shares outstanding; change 0.00)
Holder of COOK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 7327 (value 577587; 0.00% of shares outstanding; change 0.00)
Holder of COOK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 6548 (value 401130; 0.00% of shares outstanding; change 0.00)
Holder of COOK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 15875 (value 1172051; 0.01% of shares outstanding; change -0.04)
Holder of COOK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 5631 (value 415736; 0.00% of shares outstanding; change -0.01)
Holder of COOK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 6298 (value 385815; 0.00% of shares outstanding; change -0.14)
Holder of COOK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 16034 (value 982242; 0.01% of shares outstanding; change 0.01)
Holder of COOK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 5675 (value 347650; 0.00% of shares outstanding; change 0.01)
Holder of COOT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 1443 (value 884; 0.00% of shares outstanding; change 0.00)
Holder of COOT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 18762 (value 10904; 0.00% of shares outstanding; change 12.00)
Holder of COOT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 18762 (value 7452; 0.00% of shares outstanding; change 0.00)
Holder of COP: JPMorgan Trust II-JPMorgan Equity Income Fund
Shares held as of 2025-12-31: 9569605 (value 1090743610; 0.01% of shares outstanding; change 0.01)
Holder of COP: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 31163374 (value 3552001473; 0.03% of shares outstanding; change 0.01)
Holder of COP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 38832475 (value 4426125630; 0.03% of shares outstanding; change -0.01)
Holder of COP: MFS SERIES TRUST I-MFS Value Fund
Shares held as of 2026-02-28: 9279302 (value 1115928878; 0.01% of shares outstanding; change -0.14)
Holder of COP: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 32739681 (value 3937274106; 0.03% of shares outstanding; change 0.09)
Holder of COP: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 15646334 (value 1783369201; 0.01% of shares outstanding; change -0.01)
Holder of COP: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 31131038 (value 3743818696; 0.03% of shares outstanding; change 0.00)
Holder of COP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 38816967 (value 4668128534; 0.03% of shares outstanding; change 0.00)
Holder of COP: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 11305548 (value 1359605226; 0.01% of shares outstanding; change -0.01)
Holder of COP: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 14071630 (value 1516077386; 0.01% of shares outstanding; change -0.03)
Holder of COP: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 15700335 (value 1691554059; 0.01% of shares outstanding; change 0.00)
Holder of COP: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-04-30: 23418658 (value 2739514691; 0.02% of shares outstanding; change -0.02)
Holder of COP: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 14628968 (value 1711296725; 0.01% of shares outstanding; change 0.03)
Holder of COP: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-04-30: 13775489 (value 1525222158; 0.01% of shares outstanding; change -0.02)
Holder of COP: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 15847025 (value 1659658981; 0.01% of shares outstanding; change 0.01)
Holder of COP: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 15678497 (value 1885496082; 0.01% of shares outstanding; change 0.00)
Holder of COP: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-05-31: 22909031 (value 2536487940; 0.02% of shares outstanding; change -0.02)
Holder of COP: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 14772080 (value 1635564715; 0.01% of shares outstanding; change 0.01)
Holder of COP: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 16141605 (value 1941189451; 0.01% of shares outstanding; change 0.02)
Holder of COP: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-06-30: 20176859 (value 2426469106; 0.02% of shares outstanding; change -0.12)
Holder of COP: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 14724506 (value 1770769123; 0.01% of shares outstanding; change 0.00)
Holder of COP: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 13485305 (value 1621742808; 0.01% of shares outstanding; change -0.02)
Holder of COPL: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 43367 (value 452317; 0.00% of shares outstanding; change 0.00)
Holder of COPL: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2025-12-31: 3850 (value 40155; 0.00% of shares outstanding; change 0.00)
Holder of COPL: Merger Fund VL-The Merger Fund VL
Shares held as of 2025-12-31: 8053 (value 84153; 0.00% of shares outstanding; change 0.00)
Holder of COPL: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 781303 (value 8148990; 0.04% of shares outstanding; change 0.00)
Holder of COPL: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 100000 (value 1043000; 0.01% of shares outstanding; change 1.00)
Holder of COPL: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 100000 (value 1043000; 0.01% of shares outstanding; change 0.00)
Holder of COPL: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2025-12-31: 7285 (value 76128; 0.00% of shares outstanding; change 0.00)
Holder of COPL: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2025-12-31: 10880 (value 113478; 0.00% of shares outstanding; change 0.00)
Holder of COPL: Principal Funds, Inc-Global Multi-Strategy Fund
Shares held as of 2026-02-28: 4854 (value 50748; 0.00% of shares outstanding; change 0.00)
Holder of COPL: -RiverNorth Enhanced Pre-Merger SPAC ETF
Shares held as of 2026-03-31: 2256 (value 23586; 0.00% of shares outstanding; change 0.00)
Holder of COPL: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 43367 (value 453401; 0.00% of shares outstanding; change 0.00)
Holder of COPL: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2026-03-31: 3850 (value 40251; 0.00% of shares outstanding; change 0.00)
Holder of COPL: Merger Fund VL-The Merger Fund VL
Shares held as of 2026-03-31: 8053 (value 84194; 0.00% of shares outstanding; change 0.00)
Holder of COPL: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 781303 (value 8168522; 0.04% of shares outstanding; change 0.00)
Holder of COPL: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 100000 (value 1045499; 0.01% of shares outstanding; change 0.00)
Holder of COPL: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 100000 (value 1045499; 0.01% of shares outstanding; change 0.00)
Holder of COPL: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2026-03-31: 7285 (value 76164; 0.00% of shares outstanding; change 0.00)
Holder of COPL: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2026-03-31: 10880 (value 113750; 0.00% of shares outstanding; change 0.00)
Holder of COPN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 79714 (value 5994492; 0.00% of shares outstanding; change 0.03)
Holder of COPN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 21150 (value 1448775; 0.00% of shares outstanding; change 0.01)
Holder of COPN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 31429 (value 2090028; 0.00% of shares outstanding; change 0.00)
Holder of COPN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 121809 (value 8100298; 0.01% of shares outstanding; change -0.01)
Holder of COPN.SW: INVESTMENT MANAGERS SERIES TRT-WCM Intl Small Cap Growth Fd.
Shares held as of 2026-03-31: 24510 (value 1558835; 0.00% of shares outstanding; change 0.00)
Holder of COPN.SW: JNL Series Trust-JNL Multi-Manager International Small Cap Fund
Shares held as of 2026-03-31: 24152 (value 1536067; 0.00% of shares outstanding; change 0.00)
Holder of COPN.SW: SmallCap World Fund Inc
Shares held as of 2026-03-31: 973665 (value 61925092; 0.06% of shares outstanding; change 1.00)
Holder of COPN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 82555 (value 5250497; 0.00% of shares outstanding; change 0.04)
Holder of COPN.SW: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 120184 (value 8400861; 0.01% of shares outstanding; change -0.02)
Holder of COPN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 20613 (value 1310986; 0.00% of shares outstanding; change -0.03)
Holder of COPN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 32117 (value 2042641; 0.00% of shares outstanding; change 0.02)
Holder of COPN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 123960 (value 7883855; 0.01% of shares outstanding; change 0.02)
Holder of COPN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 69137 (value 4535387; 0.00% of shares outstanding; change 0.01)
Holder of COPN.SW: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 31789 (value 2085358; 0.00% of shares outstanding; change 0.03)
Holder of COPN.SW: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 95760 (value 6281855; 0.01% of shares outstanding; change -0.20)
Holder of COPN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 69657 (value 4430185; 0.00% of shares outstanding; change 0.01)
Holder of COPN.SW: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 32829 (value 2087924; 0.00% of shares outstanding; change 0.03)
Holder of COPN.SW: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 61692 (value 3923611; 0.00% of shares outstanding; change -0.36)
Holder of COR: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2025-12-31: 1780533 (value 479604342; 0.01% of shares outstanding; change 0.02)
Holder of COR: T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App
Shares held as of 2025-12-31: 2727140 (value 734582390; 0.01% of shares outstanding; change 0.67)
Holder of COR: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 4889309 (value 1316984200; 0.03% of shares outstanding; change 0.02)
Holder of COR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5785036 (value 1558257212; 0.03% of shares outstanding; change 0.00)