speb/financial-data huggingface dataset:
Holder of CTBI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 171705 (value 13075336; 0.01% of shares outstanding; change 0.05)
Holder of CTBI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 505203 (value 38471209; 0.03% of shares outstanding; change 0.00)
Holder of CTBI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 394881 (value 26401743; 0.02% of shares outstanding; change 0.02)
Holder of CTBI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 443404 (value 29965243; 0.02% of shares outstanding; change 0.04)
Holder of CTBI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 141741 (value 10793577; 0.01% of shares outstanding; change 0.00)
Holder of CTBI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 189440 (value 14425856; 0.01% of shares outstanding; change 0.08)
Holder of CTBI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 161465 (value 12295559; 0.01% of shares outstanding; change 0.00)
Holder of CTBI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 158723 (value 12086756; 0.01% of shares outstanding; change 0.01)
Holder of CTBI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 379445 (value 27604623; 0.02% of shares outstanding; change -0.04)
Holder of CTBI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 460326 (value 33488716; 0.03% of shares outstanding; change 0.04)
Holder of CTBI: JANUS INVESTMENT FUND-Janus Henderson Small Cap Value Fund
Shares held as of 2026-05-31: 185340 (value 13483485; 0.01% of shares outstanding; change 0.00)
Holder of CTBI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 383049 (value 29169181; 0.02% of shares outstanding; change 0.01)
Holder of CTBI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 477168 (value 36336343; 0.03% of shares outstanding; change 0.04)
Holder of CTEC.L: Artisan Partners Funds Inc.-Artisan International Small-Mid Fund
Shares held as of 2025-12-31: 24114132 (value 4678141608; 0.01% of shares outstanding; change -0.31)
Holder of CTEC.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 16579645 (value 3216451130; 0.01% of shares outstanding; change 0.09)
Holder of CTEC.L: Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd.
Shares held as of 2026-01-31: 12918381 (value 2679272140; 0.01% of shares outstanding; change 0.68)
Holder of CTEC.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 25830311 (value 5553516865; 0.01% of shares outstanding; change 0.08)
Holder of CTEC.L: Fidelity Investment Trust-Fidelity International Small Cap Fund
Shares held as of 2026-02-28: 11377700 (value 2359734910; 0.01% of shares outstanding; change 0.08)
Holder of CTEC.L: MFS SERIES TRUST I-MFS Research International Fund
Shares held as of 2026-02-28: 34220203 (value 7391563848; 0.02% of shares outstanding; change -0.06)
Holder of CTEC.L: Artisan Partners Funds Inc.-Artisan International Small-Mid Fund
Shares held as of 2026-03-31: 22508940 (value 4861931040; 0.01% of shares outstanding; change -0.07)
Holder of CTEC.L: Fidelity Investment Trust-Fidelity Diversified International Fund
Shares held as of 2026-03-31: 11441602 (value 2219670788; 0.01% of shares outstanding; change -0.04)
Holder of CTEC.L: HARRIS ASSOCIATES INVESTMENT TRT-Oakmark Intl Small Cap Fd.
Shares held as of 2026-03-31: 8797422 (value 1900243152; 0.00% of shares outstanding; change 0.32)
Holder of CTEC.L: MFS Series Trust V-MFS International New Discovery Fund
Shares held as of 2026-03-31: 11544474 (value 2493606384; 0.01% of shares outstanding; change 0.00)
Holder of CTEC.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 18824350 (value 4066059600; 0.01% of shares outstanding; change 0.14)
Holder of CTEC.L: Fidelity Investment Trust-Fidelity Diversified International Fund
Shares held as of 2026-04-30: 11230202 (value 2414493430; 0.01% of shares outstanding; change -0.02)
Holder of CTEC.L: Fidelity Investment Trust-Fidelity International Small Cap Fund
Shares held as of 2026-04-30: 12077700 (value 2608783200; 0.01% of shares outstanding; change 0.06)
Holder of CTEC.L: Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd.
Shares held as of 2026-04-30: 13338881 (value 2881198296; 0.01% of shares outstanding; change 0.03)
Holder of CTEC.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 28424627 (value 6139719432; 0.01% of shares outstanding; change 0.10)
Holder of CTEC.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 11574024 (value 2583322121; 0.01% of shares outstanding; change 0.00)
Holder of CTEC.L: Fidelity Investment Trust-Fidelity Diversified International Fund
Shares held as of 2026-05-31: 11230202 (value 2425723632; 0.01% of shares outstanding; change 0.00)
Holder of CTEC.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 11653714 (value 2517202224; 0.01% of shares outstanding; change 0.01)
Holder of CTEV: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2025-12-31: 37440 (value 940492; 0.00% of shares outstanding; change 0.72)
Holder of CTEV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 81971 (value 2059111; 0.00% of shares outstanding; change -0.03)
Holder of CTEV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 337016 (value 8465842; 0.02% of shares outstanding; change 0.15)
Holder of CTEV: SCHWAB CAPITAL TRUST-Schwab Fundamental U.S. Small Company Index Fund
Shares held as of 2026-01-31: 32336 (value 835562; 0.00% of shares outstanding; change 0.24)
Holder of CTEV: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 73408 (value 2087723; 0.00% of shares outstanding; change 0.00)
Holder of CTEV: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 164778 (value 3560852; 0.01% of shares outstanding; change 0.26)
Holder of CTEV: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 36588 (value 790666; 0.00% of shares outstanding; change 0.01)
Holder of CTEV: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 37443 (value 809143; 0.00% of shares outstanding; change 0.00)
Holder of CTEV: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2026-03-31: 42689 (value 922509; 0.00% of shares outstanding; change 0.14)
Holder of CTEV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 82088 (value 1773921; 0.00% of shares outstanding; change 0.00)
Holder of CTEV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 337016 (value 7282915; 0.02% of shares outstanding; change 0.00)
Holder of CTEV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 227836 (value 5723240; 0.01% of shares outstanding; change 0.15)
Holder of CTEV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 39279 (value 1339806; 0.00% of shares outstanding; change 0.28)
Holder of CTEV: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 91088 (value 1968411; 0.01% of shares outstanding; change 0.24)
Holder of CTEV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 218983 (value 7147604; 0.01% of shares outstanding; change -0.04)
Holder of CTEV: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 74125 (value 2419439; 0.00% of shares outstanding; change 0.00)
Holder of CTEV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 40586 (value 877063; 0.00% of shares outstanding; change 0.03)
Holder of CTEV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 221050 (value 4776890; 0.01% of shares outstanding; change 0.01)
Holder of CTEV: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 73357 (value 1585244; 0.00% of shares outstanding; change -0.01)
Holder of CTGO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 117407 (value 2361054; 0.02% of shares outstanding; change 0.13)
Holder of CTGO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 397928 (value 8002332; 0.06% of shares outstanding; change 0.62)
Holder of CTGO: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-01-31: 488301 (value 7710272; 0.07% of shares outstanding; change 0.00)
Holder of CTGO: Amplify ETF Trust-Amplify Junior Silver Miners ETF
Shares held as of 2026-03-31: 220105 (value 3477659; 0.03% of shares outstanding; change 1.00)
Holder of CTGO: Bridge Builder Trust-Bridge Builder Small/Mid Cap Growth Fund
Shares held as of 2026-03-31: 116046 (value 1853254; 0.02% of shares outstanding; change 54.42)
Holder of CTGO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 144200 (value 2379300; 0.02% of shares outstanding; change 1.66)
Holder of CTGO: Gabelli Gold Fund, Inc.-Gabelli Gold Fund Inc
Shares held as of 2026-03-31: 126479 (value 2019869; 0.02% of shares outstanding; change 0.00)
Holder of CTGO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 272575 (value 4306685; 0.04% of shares outstanding; change 1.32)
Holder of CTGO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 397928 (value 6287262; 0.06% of shares outstanding; change 0.00)
Holder of CTGO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 372326 (value 7487476; 0.06% of shares outstanding; change 0.35)
Holder of CTGO: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-04-30: 139347 (value 2189141; 0.02% of shares outstanding; change 5.86)
Holder of CTGO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 143675 (value 2268628; 0.02% of shares outstanding; change 0.00)
Holder of CTGO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 208695 (value 3297381; 0.03% of shares outstanding; change 0.92)
Holder of CTGO: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-04-30: 790109 (value 12483722; 0.12% of shares outstanding; change 0.62)
Holder of CTGO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 391189 (value 6454618; 0.06% of shares outstanding; change -0.02)
Holder of CTGO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 417697 (value 7196919; 0.06% of shares outstanding; change 0.12)
Holder of CTGO: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 171051 (value 2947208; 0.03% of shares outstanding; change 0.10)
Holder of CTGO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 140268 (value 2216234; 0.02% of shares outstanding; change -0.02)
Holder of CTGO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 374542 (value 5884054; 0.06% of shares outstanding; change -0.04)
Holder of CTGO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 500512 (value 7908089; 0.07% of shares outstanding; change 0.20)
Holder of CTGO: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 176056 (value 2781684; 0.03% of shares outstanding; change 0.03)
Holder of CTGO: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-06-30: 1794068 (value 28346274; 0.27% of shares outstanding; change 1.00)
Holder of CTGO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 715960 (value 11312168; 0.11% of shares outstanding; change 0.91)
Holder of CTKB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1192957 (value 4998489; 0.01% of shares outstanding; change 0.04)
Holder of CTKB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3411248 (value 14293129; 0.03% of shares outstanding; change 0.00)
Holder of CTKB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1154092 (value 4454794; 0.01% of shares outstanding; change 0.01)
Holder of CTKB: Brown Capital Mgmt Mutual Fd.s-Brown Capital Mgmt Small Company Fd.
Shares held as of 2026-03-31: 1059515 (value 4725436; 0.01% of shares outstanding; change -0.25)
Holder of CTKB: ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc
Shares held as of 2026-03-31: 999296 (value 4456860; 0.01% of shares outstanding; change -0.02)
Holder of CTKB: Trust for Professional Managers-Column Small Cap Select Fund
Shares held as of 2026-03-31: 2017847 (value 8858348; 0.02% of shares outstanding; change 0.16)
Holder of CTKB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1229682 (value 5484381; 0.01% of shares outstanding; change 0.03)
Holder of CTKB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3411248 (value 15214166; 0.03% of shares outstanding; change 0.00)
Holder of CTKB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2908694 (value 12187428; 0.02% of shares outstanding; change 0.02)
Holder of CTKB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 1015537 (value 4255100; 0.01% of shares outstanding; change 0.00)
Holder of CTKB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1163010 (value 5187024; 0.01% of shares outstanding; change 0.01)
Holder of CTKB: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 985545 (value 3804203; 0.01% of shares outstanding; change 0.00)
Holder of CTKB: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 6737433 (value 26006490; 0.05% of shares outstanding; change 0.02)
Holder of CTKB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2794967 (value 12828898; 0.02% of shares outstanding; change -0.04)
Holder of CTKB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 1003942 (value 4608093; 0.01% of shares outstanding; change -0.01)
Holder of CTKB: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 994624 (value 4366399; 0.01% of shares outstanding; change 0.01)
Holder of CTKB: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 865385 (value 3859617; 0.01% of shares outstanding; change 0.01)
Holder of CTKB: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 6726314 (value 29999360; 0.05% of shares outstanding; change 0.00)
Holder of CTKB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2821520 (value 12583979; 0.02% of shares outstanding; change 0.01)
Holder of CTKB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 1012445 (value 4515504; 0.01% of shares outstanding; change 0.01)
Holder of CTKB: Trust for Professional Managers-Column Small Cap Select Fund
Shares held as of 2026-06-30: 2606931 (value 11626912; 0.02% of shares outstanding; change 0.29)
Holder of CTM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 764679 (value 648371; 0.00% of shares outstanding; change 0.00)
Holder of CTM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2189871 (value 1856791; 0.00% of shares outstanding; change 1.00)
Holder of CTM: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2025-12-31: 48544 (value 41160; 0.00% of shares outstanding; change 1.00)
Holder of CTM: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 24465 (value 20743; 0.00% of shares outstanding; change -0.64)
Holder of CTM: 1290 Funds-1290 Essex Small Cap Growth Fund
Shares held as of 2026-01-31: 475015 (value 357353; 0.00% of shares outstanding; change 0.03)
Holder of CTM: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 94794 (value 59246; 0.00% of shares outstanding; change 0.00)
Holder of CTM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 534933 (value 378679; 0.00% of shares outstanding; change 0.34)
Holder of CTM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 115890 (value 82038; 0.00% of shares outstanding; change 0.05)
Holder of CTM: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 132463 (value 93770; 0.00% of shares outstanding; change 0.00)
Holder of CTM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 770115 (value 481321; 0.00% of shares outstanding; change 0.01)
Holder of CTM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2189871 (value 1368669; 0.00% of shares outstanding; change 0.00)
Holder of CTM: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 48544 (value 30340; 0.00% of shares outstanding; change 0.00)
Holder of CTM: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 72727 (value 45454; 0.00% of shares outstanding; change 1.97)
Holder of CTM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 532986 (value 383696; 0.00% of shares outstanding; change 0.00)
Holder of CTM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 115890 (value 83429; 0.00% of shares outstanding; change 0.00)
Holder of CTM: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 132463 (value 95360; 0.00% of shares outstanding; change 0.00)
Holder of CTM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 446779 (value 279236; 0.00% of shares outstanding; change -0.16)
Holder of CTM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 115890 (value 72431; 0.00% of shares outstanding; change 0.00)
Holder of CTM: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 132463 (value 82789; 0.00% of shares outstanding; change 0.00)
Holder of CTMX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4726133 (value 17014078; 0.02% of shares outstanding; change -0.04)
Holder of CTMX: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-02-28: 2038810 (value 6197982; 0.01% of shares outstanding; change -0.37)
Holder of CTMX: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 3283170 (value 9980836; 0.02% of shares outstanding; change 0.00)
Holder of CTMX: Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund
Shares held as of 2026-02-28: 1639670 (value 5902811; 0.01% of shares outstanding; change 0.00)
Holder of CTMX: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-03-31: 2229051 (value 8024583; 0.01% of shares outstanding; change 0.65)
Holder of CTMX: Fidelity Advisor Series VII-Fidelity Advisor Health Care Fund
Shares held as of 2026-03-31: 2500000 (value 8999999; 0.01% of shares outstanding; change 0.43)
Holder of CTMX: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 2042100 (value 6126300; 0.01% of shares outstanding; change 1.00)
Holder of CTMX: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 3104940 (value 9314820; 0.01% of shares outstanding; change 1.54)
Holder of CTMX: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-03-31: 5000000 (value 17999999; 0.02% of shares outstanding; change 0.47)
Holder of CTMX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1992904 (value 6457008; 0.01% of shares outstanding; change 0.39)
Holder of CTMX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6531787 (value 21162989; 0.03% of shares outstanding; change 0.38)
Holder of CTMX: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-04-30: 2229051 (value 6776314; 0.01% of shares outstanding; change 0.00)
Holder of CTMX: Fidelity Advisor Series VII-Fidelity Advisor Health Care Fund
Shares held as of 2026-04-30: 2500000 (value 7599999; 0.01% of shares outstanding; change 0.00)
Holder of CTMX: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-04-30: 2450510 (value 7939652; 0.01% of shares outstanding; change 0.20)
Holder of CTMX: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 2644807 (value 9918026; 0.01% of shares outstanding; change 0.30)
Holder of CTMX: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 3970290 (value 12863739; 0.02% of shares outstanding; change 0.21)
Holder of CTMX: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-04-30: 2774340 (value 10403775; 0.01% of shares outstanding; change -0.11)
Holder of CTMX: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-04-30: 5000000 (value 15199999; 0.02% of shares outstanding; change 0.00)
Holder of CTMX: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 5043667 (value 15332747; 0.02% of shares outstanding; change 0.12)
Holder of CTMX: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-05-31: 2229051 (value 7222125; 0.01% of shares outstanding; change 0.00)
Holder of CTMX: Fidelity Advisor Series VII-Fidelity Advisor Health Care Fund
Shares held as of 2026-05-31: 2500000 (value 8100000; 0.01% of shares outstanding; change 0.00)
Holder of CTMX: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 2652100 (value 8592804; 0.01% of shares outstanding; change 0.00)
Holder of CTMX: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 2774340 (value 8988861; 0.01% of shares outstanding; change 0.00)
Holder of CTMX: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-05-31: 5000000 (value 16200000; 0.02% of shares outstanding; change 0.00)
Holder of CTMX: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 4930939 (value 18885495; 0.02% of shares outstanding; change -0.02)
Holder of CTMX: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 7934759 (value 25708619; 0.04% of shares outstanding; change 0.61)
Holder of CTNM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 204227 (value 2755022; 0.01% of shares outstanding; change 0.08)
Holder of CTNM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 910659 (value 12284789; 0.03% of shares outstanding; change 0.41)
Holder of CTNM: Franklin Strategic Series-FRANKLIN BIOTECHNOLOGY DISCOVERY FUND
Shares held as of 2026-01-31: 676121 (value 7856525; 0.02% of shares outstanding; change 0.16)
Holder of CTNM: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 92303 (value 1297780; 0.00% of shares outstanding; change 0.11)
Holder of CTNM: Fidelity Advisor Series VII-Fidelity Advisor Health Care Fund
Shares held as of 2026-03-31: 280000 (value 3777199; 0.01% of shares outstanding; change 0.00)
Holder of CTNM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 129182 (value 1484301; 0.00% of shares outstanding; change 0.32)
Holder of CTNM: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-03-31: 450000 (value 6070499; 0.01% of shares outstanding; change 0.00)
Holder of CTNM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 272884 (value 3836749; 0.01% of shares outstanding; change 0.34)
Holder of CTNM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 910659 (value 12803865; 0.03% of shares outstanding; change 0.00)
Holder of CTNM: Variable Insurance Products Fund IV-VIP Health Care Portfolio
Shares held as of 2026-03-31: 80000 (value 1079199; 0.00% of shares outstanding; change 0.00)
Holder of CTNM: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 200362 (value 2702883; 0.01% of shares outstanding; change 0.07)
Holder of CTNM: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 61670 (value 708588; 0.00% of shares outstanding; change 0.37)
Holder of CTNM: Fidelity Advisor Series VII-Fidelity Advisor Health Care Fund
Shares held as of 2026-04-30: 280000 (value 3253599; 0.01% of shares outstanding; change 0.00)
Holder of CTNM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 128712 (value 2109589; 0.00% of shares outstanding; change 0.00)
Holder of CTNM: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-04-30: 450000 (value 5228999; 0.01% of shares outstanding; change 0.00)
Holder of CTNM: Franklin Strategic Series-Franklin Biotechnology Discovery Fund
Shares held as of 2026-04-30: 676121 (value 9506261; 0.02% of shares outstanding; change 0.00)
Holder of CTNM: Variable Insurance Products Fund IV-VIP Health Care Portfolio
Shares held as of 2026-04-30: 80000 (value 929599; 0.00% of shares outstanding; change 0.00)
Holder of CTNM: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 197450 (value 2981495; 0.01% of shares outstanding; change -0.01)
Holder of CTNM: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 63148 (value 988266; 0.00% of shares outstanding; change 0.02)
Holder of CTNM: Fidelity Advisor Series VII-Fidelity Advisor Health Care Fund
Shares held as of 2026-05-31: 280000 (value 3936800; 0.01% of shares outstanding; change 0.00)
Holder of CTNM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 126427 (value 1777563; 0.00% of shares outstanding; change -0.02)
Holder of CTNM: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-05-31: 450000 (value 6327000; 0.01% of shares outstanding; change 0.00)
Holder of CTNM: Variable Insurance Products Fund IV-VIP Health Care Portfolio
Shares held as of 2026-05-31: 80000 (value 1124800; 0.00% of shares outstanding; change 0.00)
Holder of CTNM: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 201723 (value 2836225; 0.01% of shares outstanding; change 0.02)
Holder of CTNM: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 62322 (value 876247; 0.00% of shares outstanding; change -0.01)
Holder of CTNT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 73 (value 121; 0.00% of shares outstanding; change -0.28)
Holder of CTNT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 191 (value 336; 0.00% of shares outstanding; change 1.98)
Holder of CTNT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 13 (value 22; 0.00% of shares outstanding; change 0.00)
Holder of CTNT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 17 (value 29; 0.00% of shares outstanding; change 0.00)
Holder of CTNT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 73 (value 126; 0.00% of shares outstanding; change 0.00)
Holder of CTNT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 190 (value 315; 0.00% of shares outstanding; change -0.01)
Holder of CTNT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 12 (value 19; 0.00% of shares outstanding; change -0.08)
Holder of CTNT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 17 (value 28; 0.00% of shares outstanding; change 0.00)
Holder of CTNT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 190 (value 328; 0.00% of shares outstanding; change 0.00)
Holder of CTNT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 12 (value 20; 0.00% of shares outstanding; change 0.00)
Holder of CTNT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 17 (value 29; 0.00% of shares outstanding; change 0.00)
Holder of CTO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 312360 (value 6418997; 0.01% of shares outstanding; change -0.04)
Holder of CTO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 982198 (value 20184168; 0.03% of shares outstanding; change 0.02)
Holder of CTO: VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd
Shares held as of 2026-01-31: 215921 (value 4428539; 0.01% of shares outstanding; change 0.00)
Holder of CTO: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 1227137 (value 25168580; 0.04% of shares outstanding; change 0.00)
Holder of CTO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 321542 (value 6594826; 0.01% of shares outstanding; change 0.02)
Holder of CTO: SCHWAB STRATEGIC TRUST-Schwab U.S. REIT ETF
Shares held as of 2026-02-28: 203659 (value 4480498; 0.01% of shares outstanding; change 0.05)
Holder of CTO: Advisor Managed Portfolios-Miller Income Fund
Shares held as of 2026-03-31: 434145 (value 9303727; 0.01% of shares outstanding; change 0.00)
Holder of CTO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 332798 (value 7321556; 0.01% of shares outstanding; change 0.07)
Holder of CTO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 982198 (value 21608356; 0.03% of shares outstanding; change 0.00)
Holder of CTO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 751636 (value 15446119; 0.02% of shares outstanding; change 0.02)
Holder of CTO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 266849 (value 5483746; 0.01% of shares outstanding; change -0.02)
Holder of CTO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 326504 (value 7183088; 0.01% of shares outstanding; change 0.02)
Holder of CTO: Invesco Exch-Trd Fd. TRT II-Invesco KBW Premium Yield Eqy. REIT ETF
Shares held as of 2026-04-30: 474274 (value 9926554; 0.01% of shares outstanding; change 0.00)
Holder of CTO: VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd
Shares held as of 2026-04-30: 212434 (value 4673548; 0.01% of shares outstanding; change -0.02)
Holder of CTO: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 1202266 (value 26449852; 0.04% of shares outstanding; change -0.02)
Holder of CTO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 722126 (value 15576257; 0.02% of shares outstanding; change -0.04)
Holder of CTO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 263804 (value 5690252; 0.01% of shares outstanding; change -0.01)
Holder of CTO: Invesco Exch-Trd Fd. TRT II-Invesco KBW Premium Yield Eqy. REIT ETF
Shares held as of 2026-05-31: 475520 (value 10566054; 0.01% of shares outstanding; change 0.00)
Holder of CTO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 741299 (value 16308578; 0.02% of shares outstanding; change 0.03)
Holder of CTO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 272808 (value 6001776; 0.01% of shares outstanding; change 0.03)
Holder of CTO: Advisor Managed Portfolios-Miller Income Fund
Shares held as of 2026-06-30: 434145 (value 9551190; 0.01% of shares outstanding; change 0.00)
Holder of CTO: Invesco Exch-Trd Fd. TRT II-Invesco KBW Premium Yield Eqy. REIT ETF
Shares held as of 2026-06-30: 500806 (value 11017732; 0.01% of shares outstanding; change 0.05)
Holder of CTO.DE: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-01-31: 2429031 (value 1964114407; 0.01% of shares outstanding; change 0.01)
Holder of CTO.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 5668548 (value 4583587774; 0.01% of shares outstanding; change 0.01)
Holder of CTO.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 11280002 (value 9233809361; 0.03% of shares outstanding; change 0.01)
Holder of CTO.DE: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 4716434 (value 3860872757; 0.01% of shares outstanding; change 0.00)
Holder of CTO.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 14094820 (value 11538019307; 0.03% of shares outstanding; change 0.01)
Holder of CTO.DE: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 2502703 (value 2048712614; 0.01% of shares outstanding; change -0.02)
Holder of CTO.DE: Invesco Exchange-Traded Fund Trust II-Invesco NASDAQ 100 ETF
Shares held as of 2026-04-30: 1787568 (value 1445427441; 0.00% of shares outstanding; change 0.04)
Holder of CTO.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 9500299 (value 7681941539; 0.02% of shares outstanding; change 0.02)
Holder of CTO.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 5306585 (value 4290904501; 0.01% of shares outstanding; change 0.03)
Holder of CTO.DE: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-04-30: 2491945 (value 2039906116; 0.01% of shares outstanding; change 0.03)
Holder of CTO.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 5741256 (value 4642379461; 0.01% of shares outstanding; change 0.01)
Holder of CTO.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 5680202 (value 4649813218; 0.01% of shares outstanding; change 0.00)
Holder of CTO.DE: Invesco Exchange-Traded Fund Trust II-Invesco NASDAQ 100 ETF
Shares held as of 2026-05-31: 1886399 (value 1558920179; 0.00% of shares outstanding; change 0.06)
Holder of CTO.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 9623033 (value 7952474706; 0.02% of shares outstanding; change 0.01)
Holder of CTO.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 5847964 (value 4787143187; 0.01% of shares outstanding; change 0.02)
Holder of CTO.DE: Invesco Exchange-Traded Fund Trust II-Invesco NASDAQ 100 ETF
Shares held as of 2026-06-30: 1945741 (value 1592783535; 0.00% of shares outstanding; change 0.03)
Holder of CTO.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 9417492 (value 7709158721; 0.02% of shares outstanding; change -0.02)
Holder of CTO.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 5358834 (value 4386741381; 0.01% of shares outstanding; change 0.00)
Holder of CTOR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 104987 (value 83779; 0.00% of shares outstanding; change 0.00)
Holder of CTOR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 370100 (value 295339; 0.00% of shares outstanding; change 1.00)
Holder of CTOR: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 2491 (value 1400; 0.00% of shares outstanding; change 0.00)
Holder of CTOR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 115539 (value 90120; 0.00% of shares outstanding; change 0.23)
Holder of CTOR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 57297 (value 44691; 0.00% of shares outstanding; change 0.00)
Holder of CTOR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 23392 (value 18245; 0.00% of shares outstanding; change 0.00)
Holder of CTOR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 26290 (value 20506; 0.00% of shares outstanding; change 0.00)
Holder of CTOR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 164724 (value 92607; 0.00% of shares outstanding; change 0.57)
Holder of CTOR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 370100 (value 208070; 0.00% of shares outstanding; change 0.00)
Holder of CTOR: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 45261 (value 35303; 0.00% of shares outstanding; change 1.06)
Holder of CTOR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 115119 (value 74838; 0.00% of shares outstanding; change 0.00)
Holder of CTOR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 57297 (value 37248; 0.00% of shares outstanding; change 0.00)
Holder of CTOR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 23392 (value 15207; 0.00% of shares outstanding; change 0.00)
Holder of CTOR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 26290 (value 17091; 0.00% of shares outstanding; change 0.00)
Holder of CTOR: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 45559 (value 33253; 0.00% of shares outstanding; change 0.01)
Holder of CTOR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 112734 (value 63379; 0.00% of shares outstanding; change -0.02)
Holder of CTOR: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 57297 (value 32212; 0.00% of shares outstanding; change 0.00)
Holder of CTOR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 23392 (value 13150; 0.00% of shares outstanding; change 0.00)
Holder of CTOR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 26290 (value 14780; 0.00% of shares outstanding; change 0.00)
Holder of CTOR: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 44963 (value 25278; 0.00% of shares outstanding; change -0.01)
Holder of CTOS: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 736720 (value 7131449; 0.00% of shares outstanding; change 1.31)
Holder of CTOS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1777542 (value 17028852; 0.01% of shares outstanding; change 0.07)
Holder of CTOS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 954323 (value 10879281; 0.00% of shares outstanding; change 0.09)
Holder of CTOS: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-01-31: 740346 (value 8743486; 0.00% of shares outstanding; change 0.04)
Holder of CTOS: Legg Mason Global Asset Management Trust-ClearBridge Small Cap Fund
Shares held as of 2026-01-31: 1338068 (value 15253974; 0.01% of shares outstanding; change 0.00)
Holder of CTOS: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-03-31: 3000000 (value 29040000; 0.01% of shares outstanding; change 0.00)
Holder of CTOS: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 810115 (value 8797848; 0.00% of shares outstanding; change 0.10)
Holder of CTOS: HEARTLAND GROUP INC.-Heartland Value Fund
Shares held as of 2026-03-31: 1000000 (value 10859999; 0.00% of shares outstanding; change 0.43)
Holder of CTOS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1777542 (value 19304105; 0.01% of shares outstanding; change 0.00)
Holder of CTOS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1499565 (value 14365832; 0.01% of shares outstanding; change 0.02)
Holder of CTOS: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-04-30: 3000000 (value 29219999; 0.01% of shares outstanding; change 0.00)
Holder of CTOS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1043836 (value 11336058; 0.00% of shares outstanding; change 0.09)
Holder of CTOS: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-04-30: 828305 (value 8995392; 0.00% of shares outstanding; change 0.12)
Holder of CTOS: First TRT Exch-Trd AlphaDEX Fd.-First TRT Small Cap Growth AlphaDEX Fd
Shares held as of 2026-04-30: 887291 (value 9458521; 0.00% of shares outstanding; change 0.12)
Holder of CTOS: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-04-30: 5516822 (value 58809321; 0.02% of shares outstanding; change 0.03)
Holder of CTOS: Legg Mason Global Asset Management Trust-ClearBridge Small Cap Fund
Shares held as of 2026-04-30: 1338068 (value 14531418; 0.01% of shares outstanding; change 0.00)
Holder of CTOS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1440999 (value 14467629; 0.01% of shares outstanding; change -0.04)
Holder of CTOS: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-05-31: 2880000 (value 31276799; 0.01% of shares outstanding; change -0.04)
Holder of CTOS: First TRT Exch-Trd AlphaDEX Fd.-First TRT Small Cap Growth AlphaDEX Fd
Shares held as of 2026-05-31: 941218 (value 9732194; 0.00% of shares outstanding; change 0.06)
Holder of CTOS: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-05-31: 5631800 (value 58232812; 0.02% of shares outstanding; change 0.02)
Holder of CTOS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1454673 (value 15797748; 0.01% of shares outstanding; change 0.01)
Holder of CTOS: First TRT Exch-Trd AlphaDEX Fd.-First TRT Small Cap Growth AlphaDEX Fd
Shares held as of 2026-06-30: 979610 (value 10638564; 0.00% of shares outstanding; change 0.04)
Holder of CTOS: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-06-30: 5850120 (value 63532301; 0.02% of shares outstanding; change 0.04)
Holder of CTP2.DE: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 75418594 (value 1602645122; 0.02% of shares outstanding; change 0.00)
Holder of CTP2.DE: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 42238815 (value 897574818; 0.01% of shares outstanding; change 0.50)
Holder of CTP2.DE: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 75418594 (value 1478506123; 0.02% of shares outstanding; change 0.00)
Holder of CTP2.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 45826641 (value 973816121; 0.01% of shares outstanding; change -0.01)
Holder of CTP2.DE: Income Fund of America
Shares held as of 2026-03-31: 57540616 (value 1222738090; 0.02% of shares outstanding; change 0.04)
Holder of CTP2.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 91177076 (value 1787435406; 0.03% of shares outstanding; change -0.01)
Holder of CTP2.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 113947666 (value 2233830054; 0.03% of shares outstanding; change 0.00)
Holder of CTP2.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 61946446 (value 1316361977; 0.02% of shares outstanding; change 0.00)
Holder of CTP2.DE: Income Fund of America
Shares held as of 2026-04-30: 47835534 (value 937767812; 0.01% of shares outstanding; change -0.17)
Holder of CTP2.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 76804164 (value 1632088485; 0.02% of shares outstanding; change 0.02)
Holder of CTP2.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 42832134 (value 910182847; 0.01% of shares outstanding; change 0.03)
Holder of CTP2.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 46414509 (value 986308316; 0.01% of shares outstanding; change 0.01)
Holder of CTP2.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 45920827 (value 900231896; 0.01% of shares outstanding; change 0.00)
Holder of CTP2.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 77757860 (value 1628249629; 0.02% of shares outstanding; change 0.01)
Holder of CTP2.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 47277649 (value 926831035; 0.01% of shares outstanding; change 0.02)
Holder of CTP2.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 75627894 (value 1482609240; 0.02% of shares outstanding; change -0.03)
Holder of CTP2.DE: Investment Co of America
Shares held as of 2026-06-30: 51221279 (value 1004141958; 0.01% of shares outstanding; change 0.30)
Holder of CTP2.DE: SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect
Shares held as of 2026-06-30: 42511734 (value 890195732; 0.01% of shares outstanding; change 0.17)
Holder of CTP2.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 43060795 (value 844163829; 0.01% of shares outstanding; change 0.00)
Holder of CTP2.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 45896163 (value 899748383; 0.01% of shares outstanding; change -0.12)
Holder of CTPNV.AS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1229580 (value 19255222; 0.00% of shares outstanding; change 31.20)
Holder of CTPNV.AS: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 13290 (value 206526; 0.00% of shares outstanding; change 0.03)
Holder of CTPNV.AS: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Global ex-U.S. Real Estate Inde
Shares held as of 2026-01-31: 18449 (value 286697; 0.00% of shares outstanding; change -0.05)
Holder of CTPNV.AS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 75668 (value 1207661; 0.00% of shares outstanding; change 0.00)
Holder of CTPNV.AS: abrdn Global Premier Properties Fund
Shares held as of 2026-01-31: 13738 (value 213488; 0.00% of shares outstanding; change 0.00)
Holder of CTPNV.AS: Fidelity Investment Trust-Fidelity Series International Small Cap Fund
Shares held as of 2026-02-28: 16461 (value 255803; 0.00% of shares outstanding; change 0.63)
Holder of CTPNV.AS: AMERICAN FUNDS GLOBAL BALANCED FUND
Shares held as of 2026-03-31: 111104 (value 1726556; 0.00% of shares outstanding; change -0.22)
Holder of CTPNV.AS: Capital Income Builder
Shares held as of 2026-03-31: 331626 (value 5153468; 0.00% of shares outstanding; change -0.04)
Holder of CTPNV.AS: DEUTSCHE DWS MARKET TRUST-DWS RREEF Real Assets Fund
Shares held as of 2026-03-31: 31910 (value 522047; 0.00% of shares outstanding; change -0.09)
Holder of CTPNV.AS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 52103 (value 852405; 0.00% of shares outstanding; change 0.03)
Holder of CTPNV.AS: AMERICAN FUNDS GLOBAL BALANCED FUND
Shares held as of 2026-04-30: 71206 (value 1164930; 0.00% of shares outstanding; change -0.36)
Holder of CTPNV.AS: Capital Income Builder
Shares held as of 2026-04-30: 322762 (value 5280386; 0.00% of shares outstanding; change -0.03)
Holder of CTPNV.AS: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 15072 (value 246577; 0.00% of shares outstanding; change 0.24)
Holder of CTPNV.AS: Fidelity Investment TRT-Fidelity Series Emerging Markets Opportunities
Shares held as of 2026-04-30: 30065 (value 479837; 0.00% of shares outstanding; change 0.14)