speb/financial-data huggingface dataset:
Holder of CSIQ: SCHWAB STRATEGIC TRT-Schwab Fd.amental Intl Small Eqy. ETF
Shares held as of 2026-02-28: 177313 (value 2367128; 0.00% of shares outstanding; change -0.13)
Holder of CSIQ: Advisor Managed Portfolios-Optimize Strategy Index ETF
Shares held as of 2026-03-31: 175148 (value 2338225; 0.00% of shares outstanding; change 1.00)
Holder of CSIQ: Hussman Investment Trust-Hussman Strategic Market Cycle Fund
Shares held as of 2026-03-31: 160000 (value 2136000; 0.00% of shares outstanding; change 0.33)
Holder of CSIQ: NEW ALTERNATIVES FUND
Shares held as of 2026-03-31: 100000 (value 1494999; 0.00% of shares outstanding; change 0.00)
Holder of CSIQ: Fidelity Covington Trust-Fidelity Clean Energy ETF
Shares held as of 2026-04-30: 88539 (value 1681355; 0.00% of shares outstanding; change 1.00)
Holder of CSIQ: Invesco Exchange-Traded Fund Trust II-Invesco Solar ETF
Shares held as of 2026-04-30: 1582267 (value 26471326; 0.02% of shares outstanding; change 0.04)
Holder of CSIQ: Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF
Shares held as of 2026-04-30: 423611 (value 7087011; 0.01% of shares outstanding; change -0.19)
Holder of CSIQ: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-04-30: 310140 (value 4140369; 0.00% of shares outstanding; change 0.00)
Holder of CSIQ: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-04-30: 236041 (value 3948965; 0.00% of shares outstanding; change 0.00)
Holder of CSIQ: SPDR SERIES TRUST-State Street SPDR S&P Kensho Clean Power ETF
Shares held as of 2026-04-30: 227190 (value 3800888; 0.00% of shares outstanding; change 0.01)
Holder of CSIQ: iShares Trust-iShares Global Clean Energy ETF
Shares held as of 2026-04-30: 854877 (value 12357246; 0.01% of shares outstanding; change 0.43)
Holder of CSIQ: Invesco Exchange-Traded Fund Trust II-Invesco Solar ETF
Shares held as of 2026-05-31: 1753989 (value 26222135; 0.03% of shares outstanding; change 0.11)
Holder of CSIQ: Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF
Shares held as of 2026-05-31: 487323 (value 7285478; 0.01% of shares outstanding; change 0.15)
Holder of CSIQ: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-05-31: 232737 (value 3432870; 0.00% of shares outstanding; change -0.01)
Holder of CSIQ: SPDR SERIES TRUST-State Street SPDR S&P Kensho Clean Power ETF
Shares held as of 2026-05-31: 229312 (value 3382352; 0.00% of shares outstanding; change 0.01)
Holder of CSIQ: iShares Trust-iShares Global Clean Energy ETF
Shares held as of 2026-05-31: 981759 (value 13106483; 0.01% of shares outstanding; change 0.15)
Holder of CSIQ: Invesco Exchange-Traded Fund Trust II-Invesco Global Clean Energy ETF
Shares held as of 2026-06-30: 116135 (value 1550402; 0.00% of shares outstanding; change 0.34)
Holder of CSIQ: Invesco Exchange-Traded Fund Trust II-Invesco Solar ETF
Shares held as of 2026-06-30: 1739852 (value 23227024; 0.03% of shares outstanding; change -0.01)
Holder of CSIQ: Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF
Shares held as of 2026-06-30: 474528 (value 6334948; 0.01% of shares outstanding; change -0.03)
Holder of CSIQ: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-06-30: 374902 (value 5004941; 0.01% of shares outstanding; change 0.61)
Holder of CSIQ: SPDR SERIES TRUST-State Street SPDR S&P Kensho Clean Power ETF
Shares held as of 2026-06-30: 414594 (value 5534830; 0.01% of shares outstanding; change 0.81)
Holder of CSL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 449251 (value 154906236; 0.01% of shares outstanding; change -0.02)
Holder of CSL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 948263 (value 326970562; 0.02% of shares outstanding; change -0.06)
Holder of CSL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 611387 (value 210812349; 0.02% of shares outstanding; change -0.06)
Holder of CSL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1311706 (value 452289342; 0.03% of shares outstanding; change -0.03)
Holder of CSL: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 469534 (value 169482988; 0.01% of shares outstanding; change 0.16)
Holder of CSL: Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund
Shares held as of 2026-03-31: 1238808 (value 416289050; 0.03% of shares outstanding; change -0.15)
Holder of CSL: Franklin Managed Trust-FRANKLIN RISING DIVIDENDS FUND
Shares held as of 2026-03-31: 665000 (value 223466605; 0.02% of shares outstanding; change -0.27)
Holder of CSL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 455218 (value 152971460; 0.01% of shares outstanding; change 0.01)
Holder of CSL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 942733 (value 316796005; 0.02% of shares outstanding; change -0.01)
Holder of CSL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 600299 (value 201724481; 0.01% of shares outstanding; change -0.02)
Holder of CSL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1296707 (value 435745431; 0.03% of shares outstanding; change -0.01)
Holder of CSL: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 635394 (value 213517805; 0.02% of shares outstanding; change 0.35)
Holder of CSL: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF
Shares held as of 2026-04-30: 400295 (value 137609407; 0.01% of shares outstanding; change -0.01)
Holder of CSL: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-04-30: 330445 (value 113597074; 0.01% of shares outstanding; change -0.02)
Holder of CSL: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1377800 (value 497330676; 0.03% of shares outstanding; change 0.02)
Holder of CSL: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF
Shares held as of 2026-05-31: 399133 (value 137856552; 0.01% of shares outstanding; change 0.00)
Holder of CSL: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-05-31: 329881 (value 109190611; 0.01% of shares outstanding; change 0.00)
Holder of CSL: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1383799 (value 465011827; 0.03% of shares outstanding; change 0.00)
Holder of CSL: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF
Shares held as of 2026-06-30: 335417 (value 112713531; 0.01% of shares outstanding; change -0.16)
Holder of CSL: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-06-30: 328423 (value 110363267; 0.01% of shares outstanding; change 0.00)
Holder of CSL.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 4566640 (value 430177474; 0.01% of shares outstanding; change 0.02)
Holder of CSL.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-01-31: 1375572 (value 158644721; 0.00% of shares outstanding; change 0.04)
Holder of CSL.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 1072920 (value 123739865; 0.00% of shares outstanding; change 0.02)
Holder of CSL.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 7073732 (value 834417420; 0.01% of shares outstanding; change 0.01)
Holder of CSL.AX: MFS SERIES TRUST I-MFS Research International Fund
Shares held as of 2026-02-28: 1095385 (value 125114876; 0.00% of shares outstanding; change -0.06)
Holder of CSL.AX: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 1033971 (value 118100168; 0.00% of shares outstanding; change 0.01)
Holder of CSL.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 1784765 (value 168124857; 0.00% of shares outstanding; change 0.01)
Holder of CSL.AX: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-03-31: 869993 (value 81953337; 0.00% of shares outstanding; change -0.03)
Holder of CSL.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 4676263 (value 534122765; 0.01% of shares outstanding; change 0.02)
Holder of CSL.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 1806065 (value 213043425; 0.00% of shares outstanding; change 0.01)
Holder of CSL.AX: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-04-30: 921051 (value 106224813; 0.00% of shares outstanding; change 0.06)
Holder of CSL.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-04-30: 1397854 (value 159662885; 0.00% of shares outstanding; change 0.02)
Holder of CSL.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 1115616 (value 127425660; 0.00% of shares outstanding; change 0.04)
Holder of CSL.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 7073265 (value 807908336; 0.01% of shares outstanding; change 0.00)
Holder of CSL.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 3458029 (value 421222504; 0.01% of shares outstanding; change 0.01)
Holder of CSL.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 1691346 (value 195062937; 0.00% of shares outstanding; change 0.01)
Holder of CSL.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 1825219 (value 208476516; 0.00% of shares outstanding; change 0.01)
Holder of CSL.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 3562472 (value 406905556; 0.01% of shares outstanding; change 0.03)
Holder of CSL.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 1732885 (value 197930126; 0.00% of shares outstanding; change 0.02)
Holder of CSL.AX: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-05-31: 1281358 (value 146356712; 0.00% of shares outstanding; change 1.00)
Holder of CSPI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 73038 (value 722345; 0.01% of shares outstanding; change 0.00)
Holder of CSPI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 272265 (value 2692700; 0.03% of shares outstanding; change 0.00)
Holder of CSPI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 97739 (value 804391; 0.01% of shares outstanding; change 0.00)
Holder of CSPI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 50132 (value 426623; 0.01% of shares outstanding; change 0.00)
Holder of CSPI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 110269 (value 938389; 0.01% of shares outstanding; change -0.06)
Holder of CSPI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 70188 (value 597299; 0.01% of shares outstanding; change 0.00)
Holder of CSPI: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 44145 (value 350952; 0.00% of shares outstanding; change 0.00)
Holder of CSPI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 47431 (value 422135; 0.00% of shares outstanding; change 0.29)
Holder of CSPI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 73038 (value 580652; 0.01% of shares outstanding; change 0.00)
Holder of CSPI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 272265 (value 2164506; 0.03% of shares outstanding; change 0.00)
Holder of CSPI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 162506 (value 1607184; 0.02% of shares outstanding; change 0.02)
Holder of CSPI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 96376 (value 766189; 0.01% of shares outstanding; change -0.01)
Holder of CSPI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 50132 (value 398549; 0.01% of shares outstanding; change 0.00)
Holder of CSPI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 107395 (value 853790; 0.01% of shares outstanding; change -0.03)
Holder of CSPI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 47258 (value 375228; 0.00% of shares outstanding; change 0.00)
Holder of CSPI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 68798 (value 546944; 0.01% of shares outstanding; change -0.02)
Holder of CSPI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 156150 (value 1285114; 0.02% of shares outstanding; change -0.04)
Holder of CSPI: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 51553 (value 424281; 0.01% of shares outstanding; change 0.00)
Holder of CSPI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 45327 (value 360349; 0.00% of shares outstanding; change -0.04)
Holder of CSPI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 157634 (value 1253190; 0.02% of shares outstanding; change 0.01)
Holder of CSPI: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 51025 (value 405648; 0.01% of shares outstanding; change -0.01)
Holder of CSQ: -RiverNorth Active Income ETF
Shares held as of 2026-03-31: 33304 (value 666080; 0.00% of shares outstanding; change 1.00)
Holder of CSQ: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 139159 (value 2783180; 0.00% of shares outstanding; change 1.00)
Holder of CSQ: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-04-30: 3106 (value 63735; 0.00% of shares outstanding; change 1.00)
Holder of CSQ: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-05-31: 3106 (value 62120; 0.00% of shares outstanding; change 0.00)
Holder of CSR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 179079 (value 12084251; 0.01% of shares outstanding; change 0.02)
Holder of CSR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 379619 (value 25616691; 0.02% of shares outstanding; change -0.05)
Holder of CSR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 244383 (value 16490965; 0.01% of shares outstanding; change -0.04)
Holder of CSR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 519063 (value 35026372; 0.03% of shares outstanding; change -0.03)
Holder of CSR: PERMANENT PORTFOLIO FAMILY OF FUNDS-Permanent Portfolio
Shares held as of 2026-01-31: 275000 (value 15218500; 0.02% of shares outstanding; change 0.22)
Holder of CSR: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 625674 (value 34624799; 0.04% of shares outstanding; change 0.01)
Holder of CSR: Delaware Group Equity Funds V-Nomura Small Cap Value Fund
Shares held as of 2026-02-28: 312636 (value 17423204; 0.02% of shares outstanding; change -0.07)
Holder of CSR: Bridge Builder Trust-Bridge Builder Small/Mid Cap Value Fund
Shares held as of 2026-03-31: 175404 (value 9775264; 0.01% of shares outstanding; change 0.00)
Holder of CSR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 186320 (value 10383613; 0.01% of shares outstanding; change 0.04)
Holder of CSR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 387613 (value 21601672; 0.02% of shares outstanding; change 0.02)
Holder of CSR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 246359 (value 13729586; 0.01% of shares outstanding; change 0.01)
Holder of CSR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 527663 (value 29406658; 0.03% of shares outstanding; change 0.02)
Holder of CSR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 416739 (value 28121549; 0.02% of shares outstanding; change 0.02)
Holder of CSR: PERMANENT PORTFOLIO FAMILY OF FUNDS-Permanent Portfolio
Shares held as of 2026-04-30: 300000 (value 16718999; 0.02% of shares outstanding; change 0.09)
Holder of CSR: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 620220 (value 34564860; 0.04% of shares outstanding; change -0.01)
Holder of CSR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1019083 (value 56396053; 0.06% of shares outstanding; change 0.02)
Holder of CSR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 404059 (value 23128337; 0.02% of shares outstanding; change -0.03)
Holder of CSR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1012282 (value 56414475; 0.06% of shares outstanding; change -0.01)
Holder of CSR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 407875 (value 22730873; 0.02% of shares outstanding; change 0.01)
Holder of CSTE: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 52360 (value 89535; 0.00% of shares outstanding; change 0.02)
Holder of CSTE: ADVISORS' INNER CIRCLE III-Knights of Columbus U.S. All Cap Index Fund
Shares held as of 2026-01-31: 103 (value 187; 0.00% of shares outstanding; change 0.10)
Holder of CSTE: Guggenheim Active Allocation Fund
Shares held as of 2026-02-28: 134 (value 306; 0.00% of shares outstanding; change 0.00)
Holder of CSTE: BlackRock Advantage SMID Cap Fund, Inc.
Shares held as of 2026-03-31: 4705 (value 9833; 0.00% of shares outstanding; change 0.00)
Holder of CSTE: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 8177 (value 17089; 0.00% of shares outstanding; change 0.00)
Holder of CSTE: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 58008 (value 121236; 0.00% of shares outstanding; change 0.11)
Holder of CSTE: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 4061 (value 8487; 0.00% of shares outstanding; change 0.00)
Holder of CSTE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 28738 (value 49141; 0.00% of shares outstanding; change 0.00)
Holder of CSTE: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 53601 (value 91657; 0.00% of shares outstanding; change -0.01)
Holder of CSTE: ADVISORS' INNER CIRCLE III-Knights of Columbus U.S. All Cap Index Fund
Shares held as of 2026-04-30: 108 (value 225; 0.00% of shares outstanding; change 0.05)
Holder of CSTE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 28738 (value 60349; 0.00% of shares outstanding; change 0.00)
Holder of CSTE: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 53954 (value 129489; 0.00% of shares outstanding; change 0.01)
Holder of CSTE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 28738 (value 60062; 0.00% of shares outstanding; change 0.00)
Holder of CSTE: Guggenheim Active Allocation Fund
Shares held as of 2026-05-31: 134 (value 280; 0.00% of shares outstanding; change 0.00)
Holder of CSTE: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 53248 (value 111288; 0.00% of shares outstanding; change -0.01)
Holder of CSTL: MUTUAL FUND SERIES TRUST-Eventide Healthcare & Life Sciences Fund
Shares held as of 2025-12-31: 305000 (value 6408050; 0.01% of shares outstanding; change 1.00)
Holder of CSTL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 315687 (value 6654681; 0.01% of shares outstanding; change -0.02)
Holder of CSTL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 823964 (value 17369161; 0.03% of shares outstanding; change 0.00)
Holder of CSTL: Principal Funds, Inc-SmallCap Fund
Shares held as of 2026-01-31: 809738 (value 17166446; 0.03% of shares outstanding; change -0.06)
Holder of CSTL: Vanguard Explorer Fund
Shares held as of 2026-01-31: 275891 (value 5848889; 0.01% of shares outstanding; change 0.00)
Holder of CSTL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 278078 (value 5895253; 0.01% of shares outstanding; change 0.01)
Holder of CSTL: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-03-31: 664357 (value 13958140; 0.02% of shares outstanding; change 1.00)
Holder of CSTL: MUTUAL FUND SERIES TRUST-Eventide Healthcare & Life Sciences Fund
Shares held as of 2026-03-31: 386425 (value 9538900; 0.01% of shares outstanding; change 0.27)
Holder of CSTL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 325575 (value 8036818; 0.01% of shares outstanding; change 0.03)
Holder of CSTL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 823964 (value 20339550; 0.03% of shares outstanding; change 0.00)
Holder of CSTL: WASATCH FUNDS TRUST-Wasatch Micro Cap Fund
Shares held as of 2026-03-31: 276685 (value 6829969; 0.01% of shares outstanding; change 0.09)
Holder of CSTL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 705885 (value 14880055; 0.02% of shares outstanding; change 0.02)
Holder of CSTL: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 248259 (value 5233299; 0.01% of shares outstanding; change 0.00)
Holder of CSTL: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-04-30: 720376 (value 17180967; 0.02% of shares outstanding; change 0.08)
Holder of CSTL: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 284415 (value 7020784; 0.01% of shares outstanding; change 0.02)
Holder of CSTL: Principal Funds, Inc-SmallCap Fund
Shares held as of 2026-04-30: 708238 (value 17482854; 0.02% of shares outstanding; change -0.13)
Holder of CSTL: Vanguard Explorer Fund
Shares held as of 2026-04-30: 275891 (value 6810369; 0.01% of shares outstanding; change 0.00)
Holder of CSTL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 678191 (value 16419003; 0.02% of shares outstanding; change -0.04)
Holder of CSTL: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 245424 (value 5941714; 0.01% of shares outstanding; change -0.01)
Holder of CSTL: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-05-31: 312066 (value 7703349; 0.01% of shares outstanding; change -0.57)
Holder of CSTL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 684657 (value 16900757; 0.02% of shares outstanding; change 0.01)
Holder of CSTL: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 247503 (value 6109611; 0.01% of shares outstanding; change 0.01)
Holder of CSTM: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 1456626 (value 49365054; 0.01% of shares outstanding; change -0.19)
Holder of CSTM: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 1177557 (value 41921027; 0.01% of shares outstanding; change 0.00)
Holder of CSTM: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 2369298 (value 80295507; 0.02% of shares outstanding; change -0.15)
Holder of CSTM: Delaware Group Equity Funds V-Nomura Small Cap Value Fund
Shares held as of 2026-02-28: 1263964 (value 36718153; 0.01% of shares outstanding; change -0.07)
Holder of CSTM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1342217 (value 46440706; 0.01% of shares outstanding; change 0.01)
Holder of CSTM: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 1387619 (value 40310330; 0.01% of shares outstanding; change -0.05)
Holder of CSTM: AB CAP FUND, INC.-AB Small Cap Growth Portfolio
Shares held as of 2026-03-31: 1070601 (value 38113393; 0.01% of shares outstanding; change 0.19)
Holder of CSTM: BlackRock Funds V-BlackRock High Yield Portfolio
Shares held as of 2026-03-31: 1458030 (value 42355770; 0.01% of shares outstanding; change -0.32)
Holder of CSTM: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 1131458 (value 32868854; 0.01% of shares outstanding; change -0.04)
Holder of CSTM: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-03-31: 1633451 (value 55962028; 0.01% of shares outstanding; change -0.35)
Holder of CSTM: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 2093059 (value 60803362; 0.02% of shares outstanding; change -0.12)
Holder of CSTM: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2026-03-31: 1082758 (value 31454119; 0.01% of shares outstanding; change 0.49)
Holder of CSTM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3364782 (value 115277425; 0.02% of shares outstanding; change 0.01)
Holder of CSTM: AB CAP FUND, INC.-AB Small Cap Growth Portfolio
Shares held as of 2026-04-30: 1015913 (value 30670414; 0.01% of shares outstanding; change -0.05)
Holder of CSTM: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 1646995 (value 58633019; 0.01% of shares outstanding; change 0.02)
Holder of CSTM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1356115 (value 39395139; 0.01% of shares outstanding; change 0.01)
Holder of CSTM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3245309 (value 97975880; 0.02% of shares outstanding; change -0.04)
Holder of CSTM: AB CAP FUND, INC.-AB Small Cap Growth Portfolio
Shares held as of 2026-05-31: 1003609 (value 29154840; 0.01% of shares outstanding; change -0.01)
Holder of CSTM: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 1886832 (value 55793621; 0.01% of shares outstanding; change 0.15)
Holder of CSTM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3283795 (value 95394242; 0.02% of shares outstanding; change 0.01)
Holder of CSTM: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 1993731 (value 57917884; 0.01% of shares outstanding; change 0.06)
Holder of CSU.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 186839 (value 565187975; 0.01% of shares outstanding; change 0.02)
Holder of CSU.TO: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-01-31: 221039 (value 597247378; 0.01% of shares outstanding; change 0.13)
Holder of CSU.TO: Professionally Managed Portfolios-Akre Focus ETF
Shares held as of 2026-01-31: 416720 (value 1125977440; 0.02% of shares outstanding; change 0.00)
Holder of CSU.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 289331 (value 772513770; 0.01% of shares outstanding; change 0.01)
Holder of CSU.TO: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 242706 (value 647355149; 0.01% of shares outstanding; change 0.49)
Holder of CSU.TO: AMERICAN FUNDS INSURANCE SERIES-Growth Fund
Shares held as of 2026-03-31: 138271 (value 387263887; 0.01% of shares outstanding; change -0.04)
Holder of CSU.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 90670 (value 274276750; 0.00% of shares outstanding; change 0.03)
Holder of CSU.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-03-31: 143005 (value 432590125; 0.01% of shares outstanding; change -0.04)
Holder of CSU.TO: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 285411 (value 761259632; 0.01% of shares outstanding; change 0.00)
Holder of CSU.TO: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-03-31: 232661 (value 620562723; 0.01% of shares outstanding; change 0.00)
Holder of CSU.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 191259 (value 510133653; 0.01% of shares outstanding; change 0.02)
Holder of CSU.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 94801 (value 256152302; 0.00% of shares outstanding; change 0.05)
Holder of CSU.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-04-30: 142605 (value 380755350; 0.01% of shares outstanding; change 0.00)
Holder of CSU.TO: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-04-30: 236638 (value 631170336; 0.01% of shares outstanding; change 0.07)
Holder of CSU.TO: Professionally Managed Portfolios-Akre Focus ETF
Shares held as of 2026-04-30: 416720 (value 1111492248; 0.02% of shares outstanding; change 0.00)
Holder of CSU.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 289130 (value 771179098; 0.01% of shares outstanding; change 0.00)
Holder of CSU.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 97001 (value 258724946; 0.00% of shares outstanding; change 0.02)
Holder of CSU.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-05-31: 147758 (value 394106046; 0.01% of shares outstanding; change 0.04)
Holder of CSU.TO: JANUS INVESTMENT FUND-Janus Henderson Enterprise Fund
Shares held as of 2026-05-31: 232661 (value 652858410; 0.01% of shares outstanding; change 0.00)
Holder of CSU.TO: AMERICAN FUNDS INSURANCE SERIES-Growth Fund
Shares held as of 2026-06-30: 107529 (value 286805648; 0.01% of shares outstanding; change -0.22)
Holder of CSV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 167342 (value 6892816; 0.01% of shares outstanding; change -0.01)
Holder of CSV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 421346 (value 17355241; 0.03% of shares outstanding; change 0.01)
Holder of CSV: Fidelity Concord Street Trust-Fidelity Series Small Cap Discovery Fund
Shares held as of 2026-02-28: 294600 (value 11271395; 0.02% of shares outstanding; change 0.00)
Holder of CSV: Fidelity Concord Street Trust-Fidelity Small Cap Discovery Fund
Shares held as of 2026-02-28: 383269 (value 14663871; 0.02% of shares outstanding; change 0.00)
Holder of CSV: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 336970 (value 12892471; 0.02% of shares outstanding; change 0.00)
Holder of CSV: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 137625 (value 5265532; 0.01% of shares outstanding; change 0.01)
Holder of CSV: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 524587 (value 19687749; 0.03% of shares outstanding; change 1.00)
Holder of CSV: HEARTLAND GROUP INC.-Heartland Value Fund
Shares held as of 2026-03-31: 207300 (value 8076407; 0.01% of shares outstanding; change 0.00)
Holder of CSV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 175121 (value 6822713; 0.01% of shares outstanding; change 0.05)
Holder of CSV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 447647 (value 17440326; 0.03% of shares outstanding; change 0.06)
Holder of CSV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 340772 (value 14036398; 0.02% of shares outstanding; change 0.02)
Holder of CSV: Fidelity Concord Street Trust-Fidelity Series Small Cap Discovery Fund
Shares held as of 2026-04-30: 294600 (value 11477615; 0.02% of shares outstanding; change 0.00)
Holder of CSV: Fidelity Concord Street Trust-Fidelity Small Cap Discovery Fund
Shares held as of 2026-04-30: 383269 (value 14932159; 0.02% of shares outstanding; change 0.00)
Holder of CSV: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 335500 (value 13071079; 0.02% of shares outstanding; change 0.00)
Holder of CSV: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 524587 (value 20112665; 0.03% of shares outstanding; change 0.00)
Holder of CSV: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 139232 (value 5424478; 0.01% of shares outstanding; change 0.01)
Holder of CSV: Nicholas Limited Edition, Inc.-NICHOLAS LTD EDITION INC
Shares held as of 2026-04-30: 131500 (value 5123239; 0.01% of shares outstanding; change 0.00)
Holder of CSV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 327379 (value 12774328; 0.02% of shares outstanding; change -0.04)
Holder of CSV: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 526294 (value 20504413; 0.03% of shares outstanding; change 0.00)
Holder of CSV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 335564 (value 13073573; 0.02% of shares outstanding; change 0.03)
Holder of CSW: Conestoga Funds-Conestoga Small Cap Fund
Shares held as of 2025-12-31: 318300 (value 88159551; 0.02% of shares outstanding; change -0.02)
Holder of CSW: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 213926 (value 59251084; 0.01% of shares outstanding; change -0.04)
Holder of CSW: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 378760 (value 104905157; 0.02% of shares outstanding; change -0.05)
Holder of CSW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 515187 (value 142691344; 0.03% of shares outstanding; change -0.03)
Holder of CSW: Conestoga Funds-Conestoga Small Cap Fund
Shares held as of 2026-03-31: 261325 (value 75569961; 0.02% of shares outstanding; change -0.18)
Holder of CSW: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 220482 (value 61574005; 0.01% of shares outstanding; change -0.05)
Holder of CSW: SmallCap World Fund Inc
Shares held as of 2026-03-31: 945726 (value 273485037; 0.06% of shares outstanding; change -0.26)
Holder of CSW: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 212365 (value 61411709; 0.01% of shares outstanding; change -0.01)
Holder of CSW: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 379761 (value 109819283; 0.02% of shares outstanding; change 0.00)
Holder of CSW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 519407 (value 150202112; 0.03% of shares outstanding; change 0.01)
Holder of CSW: WASATCH FUNDS TRUST-Wasatch Core Growth Fund
Shares held as of 2026-03-31: 276732 (value 80025357; 0.02% of shares outstanding; change 0.17)
Holder of CSW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 390784 (value 108235444; 0.02% of shares outstanding; change -0.01)
Holder of CSW: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-04-30: 226380 (value 60300839; 0.01% of shares outstanding; change -0.34)
Holder of CSW: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1003657 (value 275363319; 0.06% of shares outstanding; change 0.01)
Holder of CSW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 375575 (value 103703767; 0.02% of shares outstanding; change -0.04)
Holder of CSW: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-05-31: 233054 (value 67394554; 0.01% of shares outstanding; change 0.03)
Holder of CSW: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 998342 (value 288700532; 0.06% of shares outstanding; change -0.01)
Holder of CSW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 382204 (value 110525749; 0.02% of shares outstanding; change 0.02)
Holder of CSW: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 216847 (value 62707813; 0.01% of shares outstanding; change -0.02)
Holder of CSWC: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-01-31: 33376 (value 774323; 0.00% of shares outstanding; change -0.15)
Holder of CSWC: Putnam ETF Trust-Putnam BDC Income ETF
Shares held as of 2026-01-31: 267324 (value 6201917; 0.00% of shares outstanding; change -0.08)
Holder of CSWC: -FT Confluence BDC & Specialty Finance Income ETF
Shares held as of 2026-02-28: 48154 (value 1170142; 0.00% of shares outstanding; change -0.03)
Holder of CSWC: -Militia Long/Short Equity ETF
Shares held as of 2026-02-28: 665276 (value 15600722; 0.01% of shares outstanding; change 1.00)
Holder of CSWC: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 12800 (value 300160; 0.00% of shares outstanding; change 0.42)
Holder of CSWC: GraniteShares ETF Trust-GraniteShares HIPS US High Income ETF
Shares held as of 2026-03-31: 109894 (value 2577014; 0.00% of shares outstanding; change -0.10)
Holder of CSWC: MUTUAL FUND SERIES TRUST-Catalyst/SMH Total Return Income Fund
Shares held as of 2026-03-31: 49000 (value 1149050; 0.00% of shares outstanding; change 0.00)
Holder of CSWC: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-04-30: 19069 (value 447168; 0.00% of shares outstanding; change -0.43)
Holder of CSWC: Invesco Exch-Trd Fd. TRT-Invesco Global Listed Private Eqy. ETF
Shares held as of 2026-04-30: 27638 (value 650598; 0.00% of shares outstanding; change 0.05)
Holder of CSWC: ProShares Trust-ProShares Global Listed Private Equity ETF
Shares held as of 2026-04-30: 11749 (value 272694; 0.00% of shares outstanding; change 0.04)
Holder of CSWC: Putnam ETF Trust-Putnam BDC Income ETF
Shares held as of 2026-04-30: 358827 (value 8414493; 0.01% of shares outstanding; change 0.34)
Holder of CSWC: VanEck ETF Trust-VanEck BDC Income ETF
Shares held as of 2026-04-30: 1014317 (value 23542296; 0.02% of shares outstanding; change 0.15)
Holder of CSWC: -FT Confluence BDC & Specialty Finance Income ETF
Shares held as of 2026-05-31: 67014 (value 1571478; 0.00% of shares outstanding; change 0.39)
Holder of CSWC: Invesco Exch-Trd Fd. TRT-Invesco Global Listed Private Eqy. ETF
Shares held as of 2026-05-31: 28958 (value 703679; 0.00% of shares outstanding; change 0.05)
Holder of CSWC: ProShares Trust-ProShares Global Listed Private Equity ETF
Shares held as of 2026-05-31: 11321 (value 268647; 0.00% of shares outstanding; change -0.04)
Holder of CSWC: VanEck ETF Trust-VanEck BDC Income ETF
Shares held as of 2026-05-31: 1023274 (value 24057171; 0.02% of shares outstanding; change 0.01)
Holder of CSWC: Invesco Exch-Trd Fd. TRT-Invesco Global Listed Private Eqy. ETF
Shares held as of 2026-06-30: 24009 (value 563011; 0.00% of shares outstanding; change -0.17)
Holder of CSWC: ProShares Trust-ProShares Global Listed Private Equity ETF
Shares held as of 2026-06-30: 11364 (value 266485; 0.00% of shares outstanding; change 0.00)
Holder of CSWC: VanEck ETF Trust-VanEck BDC Income ETF
Shares held as of 2026-06-30: 1254844 (value 29426092; 0.02% of shares outstanding; change 0.23)
Holder of CSX: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 46954110 (value 2125142939; 0.03% of shares outstanding; change 0.02)
Holder of CSX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 58519644 (value 2648598989; 0.03% of shares outstanding; change 0.00)
Holder of CSX: -Price (T.Rowe) U.S. Value Equity Trust
Shares held as of 2026-03-31: 10437889 (value 482230479; 0.01% of shares outstanding; change 0.17)
Holder of CSX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 23747964 (value 1074832810; 0.01% of shares outstanding; change 0.00)
Holder of CSX: LAZARD FUNDS INC-Lazard Global Listed Infrastructure Portfolio
Shares held as of 2026-03-31: 11002768 (value 585677335; 0.01% of shares outstanding; change -0.06)
Holder of CSX: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 47253559 (value 2515306923; 0.03% of shares outstanding; change 0.01)
Holder of CSX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 59035738 (value 3142472306; 0.03% of shares outstanding; change 0.01)
Holder of CSX: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 17197664 (value 915431646; 0.01% of shares outstanding; change 0.00)
Holder of CSX: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 10485025 (value 532115018; 0.01% of shares outstanding; change -0.02)
Holder of CSX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 23829934 (value 1100942968; 0.01% of shares outstanding; change 0.00)
Holder of CSX: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 39800884 (value 1893328039; 0.02% of shares outstanding; change 0.02)
Holder of CSX: SELECT SECTOR SPDR TRT-State Street Industrial Select Sector SPDR ETF
Shares held as of 2026-04-30: 10381104 (value 469848749; 0.01% of shares outstanding; change 0.00)
Holder of CSX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 22265615 (value 1059175298; 0.01% of shares outstanding; change 0.03)
Holder of CSX: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-04-30: 10439723 (value 508310098; 0.01% of shares outstanding; change 0.02)
Holder of CSX: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 24052564 (value 1175929839; 0.01% of shares outstanding; change 0.01)
Holder of CSX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 23796780 (value 1266702588; 0.01% of shares outstanding; change 0.00)
Holder of CSX: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 40295068 (value 2044974701; 0.02% of shares outstanding; change 0.01)
Holder of CSX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 22482896 (value 1094692175; 0.01% of shares outstanding; change 0.01)
Holder of CSX: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 24499584 (value 1304112845; 0.01% of shares outstanding; change 0.02)
Holder of CSX: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-06-30: 10823898 (value 576156085; 0.01% of shares outstanding; change 0.04)
Holder of CSX: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 39443070 (value 2099554598; 0.02% of shares outstanding; change -0.02)
Holder of CSX: SELECT SECTOR SPDR TRT-State Street Industrial Select Sector SPDR ETF
Shares held as of 2026-06-30: 10909677 (value 580722101; 0.01% of shares outstanding; change 0.05)
Holder of CSX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 22458113 (value 1195445344; 0.01% of shares outstanding; change 0.00)
Holder of CTAS: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 8613755 (value 1475191633; 0.02% of shares outstanding; change 0.02)
Holder of CTAS: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 3929138 (value 672904152; 0.01% of shares outstanding; change -0.04)
Holder of CTAS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 10721922 (value 1836236302; 0.03% of shares outstanding; change 0.00)
Holder of CTAS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 4340862 (value 743416002; 0.01% of shares outstanding; change 0.00)
Holder of CTAS: Fidelity Magellan Fund
Shares held as of 2026-03-31: 2195636 (value 376024609; 0.01% of shares outstanding; change 0.05)
Holder of CTAS: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 8637534 (value 1778554657; 0.02% of shares outstanding; change 0.00)
Holder of CTAS: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 3841089 (value 790918650; 0.01% of shares outstanding; change -0.02)
Holder of CTAS: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 3670263 (value 755743867; 0.01% of shares outstanding; change -0.01)
Holder of CTAS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 10788552 (value 2221470781; 0.03% of shares outstanding; change 0.01)
Holder of CTAS: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 1916511 (value 345297783; 0.00% of shares outstanding; change -0.02)
Holder of CTAS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 4355865 (value 738101310; 0.01% of shares outstanding; change 0.00)
Holder of CTAS: Fidelity Magellan Fund
Shares held as of 2026-04-30: 2254624 (value 382046029; 0.01% of shares outstanding; change 0.03)
Holder of CTAS: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 8559001 (value 1508780685; 0.02% of shares outstanding; change 0.02)
Holder of CTAS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 4054500 (value 714727255; 0.01% of shares outstanding; change 0.03)
Holder of CTAS: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 4396521 (value 797396992; 0.01% of shares outstanding; change 0.01)
Holder of CTAS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 4349786 (value 895664451; 0.01% of shares outstanding; change 0.00)
Holder of CTAS: Fidelity Magellan Fund
Shares held as of 2026-05-31: 2366236 (value 487231663; 0.01% of shares outstanding; change 0.05)
Holder of CTAS: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 8665396 (value 1771640185; 0.02% of shares outstanding; change 0.01)
Holder of CTAS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 4094298 (value 737669663; 0.01% of shares outstanding; change 0.01)
Holder of CTAS: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 4478097 (value 922084969; 0.01% of shares outstanding; change 0.02)
Holder of CTAS: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 8492726 (value 1748737241; 0.02% of shares outstanding; change -0.02)
Holder of CTAS: SELECT SECTOR SPDR TRT-State Street Industrial Select Sector SPDR ETF
Shares held as of 2026-06-30: 1996740 (value 411148740; 0.01% of shares outstanding; change 0.05)
Holder of CTAS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 4099902 (value 844210835; 0.01% of shares outstanding; change 0.00)
Holder of CTBI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 163772 (value 10949796; 0.01% of shares outstanding; change 0.02)
Holder of CTBI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 505203 (value 33777872; 0.03% of shares outstanding; change -0.01)
Holder of CTBI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 141741 (value 9774459; 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 2026-01-31: 175941 (value 12132891; 0.01% of shares outstanding; change 0.00)
Holder of CTBI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 161465 (value 11134626; 0.01% of shares outstanding; change 0.00)
Holder of CTBI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 156573 (value 10797273; 0.01% of shares outstanding; change 0.01)
Holder of CTBI: HEARTLAND GROUP INC.-Heartland Value Fund
Shares held as of 2026-03-31: 150000 (value 11422500; 0.01% of shares outstanding; change 0.00)
Holder of CTBI: JANUS INVESTMENT FUND-Janus Henderson Small Cap Value Fund
Shares held as of 2026-03-31: 185340 (value 14113641; 0.01% of shares outstanding; change 1.24)