speb/financial-data huggingface dataset:
Holder of CVEO: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 560593 (value 19435758; 0.05% of shares outstanding; change 0.04)
Holder of CVGI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 294971 (value 1519100; 0.01% of shares outstanding; change 0.00)
Holder of CVGI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 983059 (value 5062753; 0.03% of shares outstanding; change 0.00)
Holder of CVGI: 1290 Funds-1290 GAMCO Small/Mid Cap Value Fund
Shares held as of 2026-01-31: 79500 (value 377625; 0.00% of shares outstanding; change -0.03)
Holder of CVGI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 146451 (value 695642; 0.00% of shares outstanding; change 0.00)
Holder of CVGI: Advisors Series Trust-Huber Small Cap Value Fund
Shares held as of 2026-03-31: 794752 (value 4291660; 0.02% of shares outstanding; change 0.00)
Holder of CVGI: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 170000 (value 785399; 0.00% of shares outstanding; change 0.02)
Holder of CVGI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 171214 (value 814978; 0.00% of shares outstanding; change 0.08)
Holder of CVGI: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-03-31: 77000 (value 338800; 0.00% of shares outstanding; change 0.00)
Holder of CVGI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 375324 (value 1733996; 0.01% of shares outstanding; change 0.27)
Holder of CVGI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 983059 (value 4541732; 0.03% of shares outstanding; change 0.00)
Holder of CVGI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 76476 (value 364025; 0.00% of shares outstanding; change -0.09)
Holder of CVGI: 1290 Funds-1290 GAMCO Small/Mid Cap Value Fund
Shares held as of 2026-04-30: 78000 (value 360359; 0.00% of shares outstanding; change -0.02)
Holder of CVGI: Advisors Series Trust-Huber Small Cap Value Fund
Shares held as of 2026-04-30: 794752 (value 3862494; 0.02% of shares outstanding; change 0.00)
Holder of CVGI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 207837 (value 989304; 0.01% of shares outstanding; change 1.00)
Holder of CVGI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 146451 (value 676603; 0.00% of shares outstanding; change 0.00)
Holder of CVGI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 170591 (value 788130; 0.00% of shares outstanding; change 0.00)
Holder of CVGI: Nationwide Mutual Funds-Nationwide Bailard Small Cap Value Fund
Shares held as of 2026-04-30: 74901 (value 346042; 0.00% of shares outstanding; change 1.00)
Holder of CVGI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 76979 (value 374117; 0.00% of shares outstanding; change 0.01)
Holder of CVGI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 442798 (value 1948311; 0.01% of shares outstanding; change 1.13)
Holder of CVGI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 163307 (value 754478; 0.00% of shares outstanding; change -0.04)
Holder of CVGI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 78561 (value 362951; 0.00% of shares outstanding; change 0.02)
Holder of CVGI: Advisors Series Trust-Huber Small Cap Value Fund
Shares held as of 2026-06-30: 794752 (value 3671754; 0.02% of shares outstanding; change 0.00)
Holder of CVGI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 678826 (value 3136176; 0.02% of shares outstanding; change 0.53)
Holder of CVI: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2025-12-31: 495752 (value 16468882; 0.00% of shares outstanding; change 0.43)
Holder of CVI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 685378 (value 22768257; 0.01% of shares outstanding; change -0.04)
Holder of CVI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 441249 (value 14658292; 0.00% of shares outstanding; change -0.04)
Holder of CVI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 952061 (value 31627467; 0.01% of shares outstanding; change 0.00)
Holder of CVI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 359428 (value 10028041; 0.00% of shares outstanding; change 0.06)
Holder of CVI: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 369575 (value 12362284; 0.00% of shares outstanding; change -0.17)
Holder of CVI: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 507000 (value 16807050; 0.01% of shares outstanding; change 42.33)
Holder of CVI: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2026-03-31: 694414 (value 23228148; 0.01% of shares outstanding; change 0.40)
Holder of CVI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 696975 (value 23313814; 0.01% of shares outstanding; change 0.02)
Holder of CVI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 442934 (value 14816142; 0.00% of shares outstanding; change 0.00)
Holder of CVI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 952061 (value 31846441; 0.01% of shares outstanding; change 0.00)
Holder of CVI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 761312 (value 25290785; 0.01% of shares outstanding; change 0.00)
Holder of CVI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 428274 (value 14325765; 0.00% of shares outstanding; change 0.19)
Holder of CVI: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 507000 (value 13962780; 0.01% of shares outstanding; change 0.00)
Holder of CVI: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-04-30: 762274 (value 23378943; 0.01% of shares outstanding; change 0.03)
Holder of CVI: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1840666 (value 51354580; 0.02% of shares outstanding; change 0.02)
Holder of CVI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 731575 (value 20835255; 0.01% of shares outstanding; change -0.04)
Holder of CVI: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 507000 (value 16959150; 0.01% of shares outstanding; change 0.00)
Holder of CVI: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-05-31: 803262 (value 24708339; 0.01% of shares outstanding; change 0.05)
Holder of CVI: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1827690 (value 61136231; 0.02% of shares outstanding; change -0.01)
Holder of CVI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 745989 (value 24953332; 0.01% of shares outstanding; change 0.02)
Holder of CVI: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-06-30: 933835 (value 31236781; 0.01% of shares outstanding; change 0.16)
Holder of CVKD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 11923 (value 59138; 0.00% of shares outstanding; change 0.00)
Holder of CVKD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 33278 (value 165058; 0.01% of shares outstanding; change 0.00)
Holder of CVKD: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Social Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 711 (value 2260; 0.00% of shares outstanding; change 0.00)
Holder of CVKD: Dimensional ETF Trust-Dimensional US Sustainability Core 1 ETF
Shares held as of 2026-01-31: 914 (value 3052; 0.00% of shares outstanding; change 0.00)
Holder of CVKD: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 264 (value 538; 0.00% of shares outstanding; change 0.00)
Holder of CVKD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 14699 (value 65263; 0.01% of shares outstanding; change 0.37)
Holder of CVKD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 2449 (value 10873; 0.00% of shares outstanding; change 0.32)
Holder of CVKD: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 1109 (value 4923; 0.00% of shares outstanding; change 0.00)
Holder of CVKD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 11923 (value 24322; 0.00% of shares outstanding; change 0.00)
Holder of CVKD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 33278 (value 67887; 0.01% of shares outstanding; change 0.00)
Holder of CVKD: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 5267 (value 23385; 0.00% of shares outstanding; change 0.46)
Holder of CVKD: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Social Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 509 (value 1038; 0.00% of shares outstanding; change -0.28)
Holder of CVKD: Dimensional ETF Trust-Dimensional US Sustainability Core 1 ETF
Shares held as of 2026-04-30: 914 (value 1864; 0.00% of shares outstanding; change 0.00)
Holder of CVKD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 14646 (value 48917; 0.01% of shares outstanding; change 0.00)
Holder of CVKD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 2041 (value 6816; 0.00% of shares outstanding; change 1.00)
Holder of CVKD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 2449 (value 8179; 0.00% of shares outstanding; change 0.00)
Holder of CVKD: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 1109 (value 3704; 0.00% of shares outstanding; change 0.00)
Holder of CVKD: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 5302 (value 16436; 0.00% of shares outstanding; change 0.01)
Holder of CVKD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 12307 (value 25106; 0.00% of shares outstanding; change -0.16)
Holder of CVKD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2041 (value 4163; 0.00% of shares outstanding; change 0.00)
Holder of CVKD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 2449 (value 4995; 0.00% of shares outstanding; change 0.00)
Holder of CVKD: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 1109 (value 2262; 0.00% of shares outstanding; change 0.00)
Holder of CVKD: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 5232 (value 10673; 0.00% of shares outstanding; change -0.01)
Holder of CVLG: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 283886 (value 12354718; 0.01% of shares outstanding; change 0.64)
Holder of CVLG: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 410442 (value 17862436; 0.02% of shares outstanding; change 0.36)
Holder of CVLG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 477827 (value 18969732; 0.02% of shares outstanding; change 0.00)
Holder of CVLG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 282734 (value 12250864; 0.01% of shares outstanding; change -0.07)
Holder of CVLG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 178159 (value 7719629; 0.01% of shares outstanding; change 0.00)
Holder of CVLG: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 160250 (value 6361925; 0.01% of shares outstanding; change 0.01)
Holder of CVLG: BlackRock Funds-BlackRock Advantage Small Cap Core Fund
Shares held as of 2026-02-28: 255526 (value 11945840; 0.01% of shares outstanding; change -0.02)
Holder of CVLG: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 344389 (value 16100185; 0.02% of shares outstanding; change 0.21)
Holder of CVLG: ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc
Shares held as of 2026-03-31: 209761 (value 9806326; 0.01% of shares outstanding; change 0.08)
Holder of CVLG: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 529081 (value 24734536; 0.03% of shares outstanding; change 0.29)
Holder of CVLG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 170132 (value 7371819; 0.01% of shares outstanding; change 0.08)
Holder of CVLG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 477827 (value 22338412; 0.02% of shares outstanding; change 0.00)
Holder of CVLG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 388973 (value 15442228; 0.02% of shares outstanding; change -0.03)
Holder of CVLG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 629550 (value 27398016; 0.03% of shares outstanding; change 0.08)
Holder of CVLG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 282734 (value 13217814; 0.01% of shares outstanding; change 0.00)
Holder of CVLG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 178159 (value 8328933; 0.01% of shares outstanding; change 0.00)
Holder of CVLG: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 233590 (value 10920332; 0.01% of shares outstanding; change 2.51)
Holder of CVLG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 373764 (value 16423189; 0.02% of shares outstanding; change -0.04)
Holder of CVLG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 677759 (value 29780729; 0.03% of shares outstanding; change 0.08)
Holder of CVLG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 377315 (value 17639476; 0.02% of shares outstanding; change 0.01)
Holder of CVLG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 728108 (value 34039049; 0.04% of shares outstanding; change 0.07)
Holder of CVLT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 475752 (value 56495550; 0.01% of shares outstanding; change 0.00)
Holder of CVLT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 565225 (value 67120468; 0.01% of shares outstanding; change -0.04)
Holder of CVLT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1000771 (value 118841556; 0.02% of shares outstanding; change -0.05)
Holder of CVLT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1400906 (value 166357587; 0.03% of shares outstanding; change 0.01)
Holder of CVLT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 437898 (value 55179527; 0.01% of shares outstanding; change 0.01)
Holder of CVLT: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1038477 (value 147785659; 0.03% of shares outstanding; change 0.03)
Holder of CVLT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 490953 (value 69867520; 0.01% of shares outstanding; change 0.03)
Holder of CVLT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 566740 (value 80652768; 0.01% of shares outstanding; change 0.00)
Holder of CVLT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1013808 (value 144275014; 0.02% of shares outstanding; change 0.01)
Holder of CVLT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1413913 (value 201213955; 0.03% of shares outstanding; change 0.01)
Holder of CVLT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1081766 (value 128459712; 0.03% of shares outstanding; change -0.01)
Holder of CVLT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 437370 (value 62242123; 0.01% of shares outstanding; change 0.00)
Holder of CVLT: First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF
Shares held as of 2026-04-30: 863136 (value 102436980; 0.02% of shares outstanding; change 0.00)
Holder of CVLT: Professionally Managed Portfolios-Congress Small Cap Growth Fund
Shares held as of 2026-04-30: 470000 (value 60047201; 0.01% of shares outstanding; change 0.22)
Holder of CVLT: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1485648 (value 187206507; 0.04% of shares outstanding; change 0.02)
Holder of CVLT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1042148 (value 156301352; 0.03% of shares outstanding; change -0.04)
Holder of CVLT: First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF
Shares held as of 2026-05-31: 878580 (value 125030717; 0.02% of shares outstanding; change 0.02)
Holder of CVLT: Professionally Managed Portfolios-Congress Small Cap Growth Fund
Shares held as of 2026-05-31: 470000 (value 69052399; 0.01% of shares outstanding; change 0.00)
Holder of CVLT: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1491819 (value 212300758; 0.04% of shares outstanding; change 0.00)
Holder of CVLT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1058681 (value 150660890; 0.03% of shares outstanding; change 0.02)
Holder of CVLT: Professionally Managed Portfolios-Congress Small Cap Growth Fund
Shares held as of 2026-06-30: 421000 (value 59912508; 0.01% of shares outstanding; change -0.10)
Holder of CVM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 79387 (value 122255; 0.01% of shares outstanding; change -0.17)
Holder of CVM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 148841 (value 229215; 0.02% of shares outstanding; change 0.00)
Holder of CVM: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 7317 (value 11268; 0.00% of shares outstanding; change 0.00)
Holder of CVM: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 45 (value 53; 0.00% of shares outstanding; change 0.00)
Holder of CVM: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 7500 (value 8849; 0.00% of shares outstanding; change 0.00)
Holder of CVM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 42616 (value 58383; 0.01% of shares outstanding; change 0.00)
Holder of CVM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 12164 (value 16664; 0.00% of shares outstanding; change 0.10)
Holder of CVM: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 11520 (value 15782; 0.00% of shares outstanding; change 0.00)
Holder of CVM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 79387 (value 93676; 0.00% of shares outstanding; change 0.00)
Holder of CVM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 156941 (value 185190; 0.01% of shares outstanding; change 0.05)
Holder of CVM: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 7317 (value 8634; 0.00% of shares outstanding; change 0.00)
Holder of CVM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 42461 (value 44159; 0.00% of shares outstanding; change 0.00)
Holder of CVM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 12164 (value 12650; 0.00% of shares outstanding; change 0.00)
Holder of CVM: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 11520 (value 11980; 0.00% of shares outstanding; change 0.00)
Holder of CVM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 42461 (value 50103; 0.00% of shares outstanding; change 0.00)
Holder of CVM: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 12164 (value 14353; 0.00% of shares outstanding; change 0.00)
Holder of CVM: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 11520 (value 13593; 0.00% of shares outstanding; change 0.00)
Holder of CVNA: JPMorgan Trust II-JPMorgan Large Cap Growth Fund
Shares held as of 2025-12-31: 11667830 (value 851751590; 0.08% of shares outstanding; change -0.11)
Holder of CVNA: T. Rowe Price Blue Chip Growth Fund, Inc.
Shares held as of 2025-12-31: 32881155 (value 2400324315; 0.23% of shares outstanding; change 0.11)
Holder of CVNA: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 17831675 (value 1301712275; 0.12% of shares outstanding; change 1.00)
Holder of CVNA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 21113465 (value 1541282945; 0.15% of shares outstanding; change 0.02)
Holder of CVNA: AMCAP FUND
Shares held as of 2026-03-31: 20664570 (value 1249379883; 0.14% of shares outstanding; change 0.08)
Holder of CVNA: Fidelity Advisor Series I-Fidelity Advisor Growth Opportunities Fund
Shares held as of 2026-03-31: 11784000 (value 860232000; 0.08% of shares outstanding; change 0.23)
Holder of CVNA: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 9030400 (value 659219200; 0.06% of shares outstanding; change 0.00)
Holder of CVNA: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 26085210 (value 1577111772; 0.18% of shares outstanding; change 0.68)
Holder of CVNA: T. Rowe Price Blue Chip Growth Fund, Inc.
Shares held as of 2026-03-31: 32738505 (value 1979369982; 0.23% of shares outstanding; change 0.00)
Holder of CVNA: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 17968715 (value 1086388492; 0.13% of shares outstanding; change 0.01)
Holder of CVNA: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 14642255 (value 885270723; 0.10% of shares outstanding; change 0.00)
Holder of CVNA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 21532425 (value 1301850395; 0.15% of shares outstanding; change 0.02)
Holder of CVNA: Fidelity Advisor Series I-Fidelity Advisor Growth Opportunities Fund
Shares held as of 2026-04-30: 10599500 (value 697659086; 0.07% of shares outstanding; change -0.10)
Holder of CVNA: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 9061575 (value 604135188; 0.06% of shares outstanding; change 0.00)
Holder of CVNA: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 8475425 (value 543274729; 0.06% of shares outstanding; change 0.03)
Holder of CVNA: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 9146365 (value 627440625; 0.06% of shares outstanding; change 0.01)
Holder of CVNA: Fidelity Advisor Series I-Fidelity Advisor Growth Opportunities Fund
Shares held as of 2026-05-31: 11029400 (value 666837513; 0.08% of shares outstanding; change 0.04)
Holder of CVNA: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 9048964 (value 547100355; 0.06% of shares outstanding; change 0.00)
Holder of CVNA: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 8557921 (value 567903642; 0.06% of shares outstanding; change 0.01)
Holder of CVNA: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 9316561 (value 563279269; 0.07% of shares outstanding; change 0.02)
Holder of CVNA: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 10048856 (value 607553824; 0.07% of shares outstanding; change 0.27)
Holder of CVNA: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 8657152 (value 582972583; 0.06% of shares outstanding; change 0.01)
Holder of CVR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 8384 (value 80696; 0.01% of shares outstanding; change 0.00)
Holder of CVR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 653 (value 7137; 0.00% of shares outstanding; change 0.00)
Holder of CVR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 17700 (value 180539; 0.02% of shares outstanding; change 0.00)
Holder of CVR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 3422 (value 37402; 0.00% of shares outstanding; change -0.14)
Holder of CVR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 27374 (value 299197; 0.03% of shares outstanding; change 0.00)
Holder of CVR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Vector Equity Portfolio
Shares held as of 2026-01-31: 855 (value 9345; 0.00% of shares outstanding; change 0.00)
Holder of CVR: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 498 (value 5181; 0.00% of shares outstanding; change 0.00)
Holder of CVR: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 7000 (value 69299; 0.01% of shares outstanding; change -0.13)
Holder of CVR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 4491 (value 45791; 0.00% of shares outstanding; change 0.21)
Holder of CVR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 963 (value 9819; 0.00% of shares outstanding; change 0.00)
Holder of CVR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 8384 (value 83001; 0.01% of shares outstanding; change 0.00)
Holder of CVR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 653 (value 6464; 0.00% of shares outstanding; change 0.00)
Holder of CVR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 17700 (value 175229; 0.02% of shares outstanding; change 0.00)
Holder of CVR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 3422 (value 33877; 0.00% of shares outstanding; change 0.00)
Holder of CVR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 27374 (value 271002; 0.03% of shares outstanding; change 0.00)
Holder of CVR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Vector Equity Portfolio
Shares held as of 2026-04-30: 855 (value 8464; 0.00% of shares outstanding; change 0.00)
Holder of CVR: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 498 (value 4930; 0.00% of shares outstanding; change 0.00)
Holder of CVR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 4475 (value 46562; 0.00% of shares outstanding; change 0.00)
Holder of CVR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 963 (value 10020; 0.00% of shares outstanding; change 0.00)
Holder of CVR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 4475 (value 44302; 0.00% of shares outstanding; change 0.00)
Holder of CVR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 963 (value 9533; 0.00% of shares outstanding; change 0.00)
Holder of CVRX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 185817 (value 1036858; 0.01% of shares outstanding; change 0.12)
Holder of CVRX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 684121 (value 3817395; 0.03% of shares outstanding; change 0.00)
Holder of CVRX: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 40122 (value 194992; 0.00% of shares outstanding; change 0.00)
Holder of CVRX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 157090 (value 763457; 0.01% of shares outstanding; change 0.02)
Holder of CVRX: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 79378 (value 376251; 0.00% of shares outstanding; change 0.01)
Holder of CVRX: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 49600 (value 235103; 0.00% of shares outstanding; change 0.00)
Holder of CVRX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 100832 (value 542476; 0.00% of shares outstanding; change 0.06)
Holder of CVRX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 205267 (value 972965; 0.01% of shares outstanding; change 0.10)
Holder of CVRX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 684121 (value 3242733; 0.03% of shares outstanding; change 0.00)
Holder of CVRX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 40060 (value 215522; 0.00% of shares outstanding; change -0.04)
Holder of CVRX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 390166 (value 2177126; 0.01% of shares outstanding; change 0.02)
Holder of CVRX: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 41696 (value 197639; 0.00% of shares outstanding; change 3.27)
Holder of CVRX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 100465 (value 516390; 0.00% of shares outstanding; change 0.00)
Holder of CVRX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 158284 (value 750266; 0.01% of shares outstanding; change 0.01)
Holder of CVRX: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 34960 (value 179694; 0.00% of shares outstanding; change -0.13)
Holder of CVRX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 40324 (value 212507; 0.00% of shares outstanding; change 0.01)
Holder of CVRX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 374957 (value 2099759; 0.01% of shares outstanding; change -0.04)
Holder of CVRX: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 125867 (value 704855; 0.00% of shares outstanding; change 0.00)
Holder of CVRX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 96327 (value 456589; 0.00% of shares outstanding; change -0.04)
Holder of CVRX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 41798 (value 198122; 0.00% of shares outstanding; change 0.04)
Holder of CVRX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 378508 (value 1794127; 0.01% of shares outstanding; change 0.01)
Holder of CVRX: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 124571 (value 590466; 0.00% of shares outstanding; change -0.01)
Holder of CVS: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 41991204 (value 3820359880; 0.03% of shares outstanding; change -0.13)
Holder of CVS: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 32012375 (value 2912485984; 0.03% of shares outstanding; change 0.02)
Holder of CVS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 39892960 (value 3629461634; 0.03% of shares outstanding; change 0.00)
Holder of CVS: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 18524992 (value 1995882598; 0.01% of shares outstanding; change 0.00)
Holder of CVS: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 33887094 (value 3650995435; 0.03% of shares outstanding; change -0.19)
Holder of CVS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 16247107 (value 1478161849; 0.01% of shares outstanding; change 0.01)
Holder of CVS: Income Fund of America
Shares held as of 2026-03-31: 23692996 (value 2400100567; 0.02% of shares outstanding; change 0.00)
Holder of CVS: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 32330444 (value 3483281967; 0.03% of shares outstanding; change 0.01)
Holder of CVS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 40409919 (value 4353764586; 0.03% of shares outstanding; change 0.01)
Holder of CVS: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 11766318 (value 1267703076; 0.01% of shares outstanding; change 0.01)
Holder of CVS: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 31734083 (value 3214662704; 0.02% of shares outstanding; change 0.00)
Holder of CVS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 16303195 (value 1651513703; 0.01% of shares outstanding; change 0.00)
Holder of CVS: Income Fund of America
Shares held as of 2026-04-30: 23692996 (value 2552683338; 0.02% of shares outstanding; change 0.00)
Holder of CVS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 15194811 (value 1549262915; 0.01% of shares outstanding; change 0.03)
Holder of CVS: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-04-30: 31734083 (value 3315259689; 0.02% of shares outstanding; change 0.00)
Holder of CVS: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 16455538 (value 1723223959; 0.01% of shares outstanding; change 0.01)
Holder of CVS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 16280513 (value 1754062435; 0.01% of shares outstanding; change 0.00)
Holder of CVS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 15343373 (value 1602922196; 0.01% of shares outstanding; change 0.01)
Holder of CVS: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 16761654 (value 1805900566; 0.01% of shares outstanding; change 0.02)
Holder of CVS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 15421143 (value 1661473913; 0.01% of shares outstanding; change 0.01)
Holder of CVS: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 31734083 (value 3419030034; 0.02% of shares outstanding; change 0.00)
Holder of CVS.DE: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 41991204 (value 3269435169; 0.03% of shares outstanding; change -0.13)
Holder of CVS.DE: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 18524992 (value 1750611744; 0.01% of shares outstanding; change 0.00)
Holder of CVS.DE: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 33887094 (value 3202330383; 0.03% of shares outstanding; change -0.19)
Holder of CVS.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 16247107 (value 1264999760; 0.01% of shares outstanding; change 0.01)
Holder of CVS.DE: Income Fund of America
Shares held as of 2026-03-31: 23692996 (value 1844736683; 0.02% of shares outstanding; change 0.00)
Holder of CVS.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 32330444 (value 3055226958; 0.03% of shares outstanding; change 0.01)
Holder of CVS.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 40409919 (value 3818737345; 0.03% of shares outstanding; change 0.01)
Holder of CVS.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 11766318 (value 1111917051; 0.01% of shares outstanding; change 0.01)
Holder of CVS.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 31734083 (value 2470815721; 0.02% of shares outstanding; change 0.00)
Holder of CVS.DE: Income Fund of America
Shares held as of 2026-04-30: 23692996 (value 2238988122; 0.02% of shares outstanding; change 0.00)
Holder of CVS.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 15194811 (value 1183067993; 0.01% of shares outstanding; change 0.03)
Holder of CVS.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 16455538 (value 1281228198; 0.01% of shares outstanding; change 0.01)
Holder of CVS.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 16280513 (value 1538508478; 0.01% of shares outstanding; change 0.00)
Holder of CVS.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 16761654 (value 1583976303; 0.01% of shares outstanding; change 0.02)
Holder of CVS.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 15421143 (value 1457298013; 0.01% of shares outstanding; change 0.01)
Holder of CVS.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 31734083 (value 2998870843; 0.02% of shares outstanding; change 0.00)
Holder of CVSA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 391434 (value 46110926; 0.01% of shares outstanding; change 0.02)
Holder of CVSA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 782809 (value 92214902; 0.02% of shares outstanding; change -0.03)
Holder of CVSA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 504968 (value 59485231; 0.01% of shares outstanding; change -0.03)
Holder of CVSA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1084754 (value 127784024; 0.03% of shares outstanding; change 0.00)
Holder of CVSA: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 358389 (value 45389967; 0.01% of shares outstanding; change 0.00)
Holder of CVSA: Ariel Investment Trust-Ariel Fund
Shares held as of 2026-03-31: 855192 (value 99065438; 0.03% of shares outstanding; change -0.05)
Holder of CVSA: Putnam Funds Trust-Putnam Small Cap Growth Fund
Shares held as of 2026-03-31: 360130 (value 42956305; 0.01% of shares outstanding; change -0.02)
Holder of CVSA: SmallCap World Fund Inc
Shares held as of 2026-03-31: 807026 (value 93485888; 0.02% of shares outstanding; change 0.00)
Holder of CVSA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 384853 (value 44581370; 0.01% of shares outstanding; change -0.02)
Holder of CVSA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 755506 (value 87517812; 0.02% of shares outstanding; change -0.03)
Holder of CVSA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 481354 (value 55760045; 0.01% of shares outstanding; change -0.05)
Holder of CVSA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1044662 (value 121013642; 0.03% of shares outstanding; change -0.04)
Holder of CVSA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 835748 (value 98451116; 0.02% of shares outstanding; change -0.04)
Holder of CVSA: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 551187 (value 63849500; 0.02% of shares outstanding; change 7.06)
Holder of CVSA: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 361241 (value 43088826; 0.01% of shares outstanding; change 0.10)
Holder of CVSA: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2103076 (value 250854902; 0.06% of shares outstanding; change 0.01)
Holder of CVSA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 803060 (value 104044451; 0.02% of shares outstanding; change -0.04)
Holder of CVSA: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 386821 (value 44809343; 0.01% of shares outstanding; change 0.07)
Holder of CVSA: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2095390 (value 242729969; 0.06% of shares outstanding; change 0.00)
Holder of CVSA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 815073 (value 94418053; 0.02% of shares outstanding; change 0.02)
Holder of CVSG.L: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 235503 (value 276245019; 0.00% of shares outstanding; change 0.28)
Holder of CVSG.L: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-01-31: 365951 (value 424503160; 0.01% of shares outstanding; change 0.00)
Holder of CVSG.L: Grandeur Peak Global TRT-Grandeur Peak Intl Opportunities Fd.
Shares held as of 2026-01-31: 228179 (value 264687640; 0.00% of shares outstanding; change -0.02)
Holder of CVSG.L: Grandeur Peak Global Trust-Grandeur Peak Global Contrarian Fund
Shares held as of 2026-01-31: 241194 (value 279785040; 0.00% of shares outstanding; change 0.24)
Holder of CVSG.L: Grandeur Peak Global Trust-Grandeur Peak Global Opportunities Fund
Shares held as of 2026-01-31: 511789 (value 593675240; 0.01% of shares outstanding; change 0.08)
Holder of CVSG.L: Tweedy, Browne Fd. Inc.-TWEEDY, BROWNE Intl VALUE Fd. II - CURRENCY UN
Shares held as of 2026-03-31: 201529 (value 241028684; 0.00% of shares outstanding; change 0.00)
Holder of CVSG.L: Tweedy, Browne Fund Inc.-TWEEDY, BROWNE INTERNATIONAL VALUE FUND
Shares held as of 2026-03-31: 4180528 (value 4999911488; 0.06% of shares outstanding; change 0.00)
Holder of CVSG.L: Tweedy, Browne Fund Inc.-TWEEDY, BROWNE VALUE FUND
Shares held as of 2026-03-31: 421886 (value 504575656; 0.01% of shares outstanding; change 0.00)
Holder of CVSG.L: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 166990 (value 199720040; 0.00% of shares outstanding; change -0.29)
Holder of CVSG.L: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-04-30: 365951 (value 437677396; 0.01% of shares outstanding; change 0.00)
Holder of CVSG.L: Grandeur Peak Global TRT-Grandeur Peak Intl Opportunities Fd.
Shares held as of 2026-04-30: 178759 (value 213795764; 0.00% of shares outstanding; change -0.22)
Holder of CVSG.L: Grandeur Peak Global Trust-Grandeur Peak Global Contrarian Fund
Shares held as of 2026-04-30: 249594 (value 298514424; 0.00% of shares outstanding; change 0.03)
Holder of CVSG.L: Grandeur Peak Global Trust-Grandeur Peak Global Opportunities Fund
Shares held as of 2026-04-30: 453489 (value 542372844; 0.01% of shares outstanding; change -0.11)
Holder of CVSG.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 541786 (value 673981784; 0.01% of shares outstanding; change 0.00)
Holder of CVSG.L: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 279642 (value 347874648; 0.00% of shares outstanding; change 0.00)
Holder of CVSG.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 545491 (value 652407236; 0.01% of shares outstanding; change 0.01)
Holder of CVSG.L: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 286051 (value 342116996; 0.00% of shares outstanding; change 0.02)
Holder of CVU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 104669 (value 547418; 0.01% of shares outstanding; change 0.00)
Holder of CVU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 301833 (value 1578586; 0.02% of shares outstanding; change 0.00)
Holder of CVU: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-01-31: 27297 (value 138668; 0.00% of shares outstanding; change 0.00)
Holder of CVU: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 21200 (value 99852; 0.00% of shares outstanding; change 0.00)
Holder of CVU: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 56002 (value 281690; 0.00% of shares outstanding; change -0.02)
Holder of CVU: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 19687 (value 99025; 0.00% of shares outstanding; change 0.00)
Holder of CVU: ROYCE CAPITAL FUND-Royce Capital Fund - Micro-Cap Portfolio
Shares held as of 2026-03-31: 95135 (value 448085; 0.01% of shares outstanding; change 0.00)
Holder of CVU: ROYCE FUND-Royce Micro-Cap Fund
Shares held as of 2026-03-31: 303127 (value 1427728; 0.02% of shares outstanding; change 0.00)
Holder of CVU: ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc
Shares held as of 2026-03-31: 203940 (value 960557; 0.02% of shares outstanding; change 0.14)
Holder of CVU: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 118056 (value 556043; 0.01% of shares outstanding; change 0.13)
Holder of CVU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 301833 (value 1421633; 0.02% of shares outstanding; change 0.00)
Holder of CVU: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 27045 (value 136036; 0.00% of shares outstanding; change -0.01)
Holder of CVU: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
Shares held as of 2026-04-30: 27297 (value 128568; 0.00% of shares outstanding; change 0.00)
Holder of CVU: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 19873 (value 93601; 0.00% of shares outstanding; change 1.84)
Holder of CVU: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 55798 (value 289591; 0.00% of shares outstanding; change 0.00)
Holder of CVU: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 19687 (value 102175; 0.00% of shares outstanding; change 0.00)
Holder of CVU: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 27223 (value 144281; 0.00% of shares outstanding; change 0.01)
Holder of CVU: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 55798 (value 262808; 0.00% of shares outstanding; change 0.00)
Holder of CVU: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 26867 (value 126543; 0.00% of shares outstanding; change -0.01)
Holder of CVV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 69180 (value 412312; 0.01% of shares outstanding; change 0.00)
Holder of CVV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 182583 (value 1088194; 0.03% of shares outstanding; change 0.00)
Holder of CVV: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 25326 (value 196023; 0.00% of shares outstanding; change 0.00)
Holder of CVV: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 8212 (value 64628; 0.00% of shares outstanding; change 0.00)
Holder of CVV: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Vector Equity Portfolio
Shares held as of 2026-01-31: 5741 (value 45181; 0.00% of shares outstanding; change 0.00)
Holder of CVV: Dimensional ETF Trust-Dimensional US Sustainability Core 1 ETF
Shares held as of 2026-01-31: 6391 (value 47485; 0.00% of shares outstanding; change 0.00)
Holder of CVV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 31693 (value 175896; 0.00% of shares outstanding; change 0.06)
Holder of CVV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 6633 (value 36813; 0.00% of shares outstanding; change 0.00)
Holder of CVV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 7919 (value 43950; 0.00% of shares outstanding; change 0.00)