speb/financial-data huggingface dataset:
Holder of CMPX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 816276 (value 1665203; 0.02% of shares outstanding; change 0.01)
Holder of CMPX: ROYCE SMALL-CAP TRUST, INC.-Royce Small-Cap Trust, Inc
Shares held as of 2026-03-31: 576468 (value 1193288; 0.01% of shares outstanding; change 3.44)
Holder of CMPX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1710944 (value 3541653; 0.03% of shares outstanding; change 0.03)
Holder of CMPX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4190854 (value 8675067; 0.08% of shares outstanding; change 0.00)
Holder of CMPX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3162746 (value 7527335; 0.06% of shares outstanding; change 0.00)
Holder of CMPX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 522428 (value 1243378; 0.01% of shares outstanding; change 0.00)
Holder of CMPX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 813306 (value 1781140; 0.02% of shares outstanding; change 0.00)
Holder of CMPX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1273617 (value 2636387; 0.02% of shares outstanding; change -0.01)
Holder of CMPX: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 4008373 (value 8096913; 0.08% of shares outstanding; change 0.09)
Holder of CMPX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3039031 (value 6898600; 0.06% of shares outstanding; change -0.04)
Holder of CMPX: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 571750 (value 1297872; 0.01% of shares outstanding; change 0.00)
Holder of CMPX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 516458 (value 1048409; 0.01% of shares outstanding; change -0.01)
Holder of CMPX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 798947 (value 1653820; 0.02% of shares outstanding; change -0.02)
Holder of CMPX: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-05-31: 677528 (value 1537988; 0.01% of shares outstanding; change 1.62)
Holder of CMPX: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 4027155 (value 9423542; 0.08% of shares outstanding; change 0.00)
Holder of CMPX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3067916 (value 6350585; 0.06% of shares outstanding; change 0.01)
Holder of CMPX: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 565854 (value 1171317; 0.01% of shares outstanding; change -0.01)
Holder of CMPX: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 1122143 (value 2322835; 0.02% of shares outstanding; change 0.66)
Holder of CMPX: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 6814537 (value 14106091; 0.13% of shares outstanding; change 0.69)
Holder of CMRC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 760866 (value 2381510; 0.01% of shares outstanding; change -0.02)
Holder of CMRC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2006813 (value 6281324; 0.02% of shares outstanding; change 0.00)
Holder of CMRC: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 991823 (value 2717595; 0.01% of shares outstanding; change 1.00)
Holder of CMRC: Vanguard Explorer Fund
Shares held as of 2026-01-31: 1097342 (value 3006717; 0.01% of shares outstanding; change 0.00)
Holder of CMRC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 642832 (value 1761359; 0.01% of shares outstanding; change 0.00)
Holder of CMRC: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1719764 (value 4660560; 0.02% of shares outstanding; change 0.02)
Holder of CMRC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 760866 (value 2061946; 0.01% of shares outstanding; change 0.00)
Holder of CMRC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2006813 (value 5438463; 0.02% of shares outstanding; change 0.00)
Holder of CMRC: VANGUARD MONTGOMERY FUNDS-Vanguard Market Neutral Fund
Shares held as of 2026-03-31: 474654 (value 1286312; 0.01% of shares outstanding; change 0.00)
Holder of CMRC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1759793 (value 5508152; 0.02% of shares outstanding; change 0.02)
Holder of CMRC: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 1270970 (value 3444328; 0.02% of shares outstanding; change 0.28)
Holder of CMRC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 650562 (value 1763023; 0.01% of shares outstanding; change 0.01)
Holder of CMRC: Principal Exchange-Traded Funds-Principal U.S. Small-Cap ETF
Shares held as of 2026-04-30: 373578 (value 1053489; 0.00% of shares outstanding; change 0.03)
Holder of CMRC: Vanguard Explorer Fund
Shares held as of 2026-04-30: 1097342 (value 2973796; 0.01% of shares outstanding; change 0.00)
Holder of CMRC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1691012 (value 5326687; 0.02% of shares outstanding; change -0.04)
Holder of CMRC: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 557575 (value 1756361; 0.01% of shares outstanding; change 0.00)
Holder of CMRC: Principal Exchange-Traded Funds-Principal U.S. Small-Cap ETF
Shares held as of 2026-05-31: 383683 (value 1181743; 0.00% of shares outstanding; change 0.03)
Holder of CMRC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1707071 (value 4626162; 0.02% of shares outstanding; change 0.01)
Holder of CMRC: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 551823 (value 1495440; 0.01% of shares outstanding; change -0.01)
Holder of CMRC: Principal Exchange-Traded Funds-Principal U.S. Small-Cap ETF
Shares held as of 2026-06-30: 395433 (value 1071623; 0.00% of shares outstanding; change 0.03)
Holder of CMRE: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 599006 (value 9578105; 0.01% of shares outstanding; change 0.02)
Holder of CMRE: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 581470 (value 8832529; 0.00% of shares outstanding; change 0.03)
Holder of CMRE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 530834 (value 8063368; 0.00% of shares outstanding; change 0.00)
Holder of CMRE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1765828 (value 26822926; 0.01% of shares outstanding; change 0.00)
Holder of CMRE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 878703 (value 13347498; 0.01% of shares outstanding; change 0.00)
Holder of CMRE: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 757736 (value 10623459; 0.01% of shares outstanding; change 0.00)
Holder of CMRE: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-01-31: 534652 (value 7495821; 0.00% of shares outstanding; change 0.00)
Holder of CMRE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 432805 (value 6574307; 0.00% of shares outstanding; change 0.01)
Holder of CMRE: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 607464 (value 9549334; 0.01% of shares outstanding; change 0.01)
Holder of CMRE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1104766 (value 16991301; 0.01% of shares outstanding; change 0.02)
Holder of CMRE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1421304 (value 22726650; 0.01% of shares outstanding; change 0.16)
Holder of CMRE: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 602770 (value 9475544; 0.01% of shares outstanding; change 0.04)
Holder of CMRE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 530834 (value 8344710; 0.00% of shares outstanding; change 0.00)
Holder of CMRE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1765828 (value 27758816; 0.01% of shares outstanding; change 0.00)
Holder of CMRE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 888885 (value 13973272; 0.01% of shares outstanding; change 0.01)
Holder of CMRE: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 761363 (value 11968626; 0.01% of shares outstanding; change 0.00)
Holder of CMRE: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-04-30: 552727 (value 8688868; 0.00% of shares outstanding; change 0.03)
Holder of CMRE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 437995 (value 6885281; 0.00% of shares outstanding; change 0.01)
Holder of CMRE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1061636 (value 15138929; 0.01% of shares outstanding; change -0.04)
Holder of CMRE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1573190 (value 23377602; 0.01% of shares outstanding; change 0.11)
Holder of CMRE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1071706 (value 16847218; 0.01% of shares outstanding; change 0.01)
Holder of CMRE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1716085 (value 26976856; 0.01% of shares outstanding; change 0.09)
Holder of CMS: JPMorgan Trust II-JPMorgan Equity Income Fund
Shares held as of 2025-12-31: 4321869 (value 313638032; 0.01% of shares outstanding; change -0.04)
Holder of CMS: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 7676591 (value 557090206; 0.02% of shares outstanding; change 0.04)
Holder of CMS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 9560299 (value 693790895; 0.03% of shares outstanding; change 0.01)
Holder of CMS: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2025-12-31: 3943000 (value 286143508; 0.01% of shares outstanding; change -0.07)
Holder of CMS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 3913264 (value 283985567; 0.01% of shares outstanding; change 0.01)
Holder of CMS: JPMorgan Trust II-JPMorgan Equity Income Fund
Shares held as of 2026-03-31: 4486133 (value 335114121; 0.01% of shares outstanding; change 0.04)
Holder of CMS: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 7787643 (value 581736908; 0.03% of shares outstanding; change 0.01)
Holder of CMS: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 6617644 (value 494337986; 0.02% of shares outstanding; change 0.00)
Holder of CMS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 9701332 (value 724689470; 0.03% of shares outstanding; change 0.01)
Holder of CMS: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2026-03-31: 3600000 (value 268919989; 0.01% of shares outstanding; change -0.09)
Holder of CMS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 3926739 (value 288144097; 0.01% of shares outstanding; change 0.00)
Holder of CMS: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-04-30: 5090518 (value 374509407; 0.02% of shares outstanding; change -0.03)
Holder of CMS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 3661224 (value 269356248; 0.01% of shares outstanding; change 0.03)
Holder of CMS: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 3963440 (value 308078204; 0.01% of shares outstanding; change 0.01)
Holder of CMS: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-04-30: 3016714 (value 221366465; 0.01% of shares outstanding; change 0.00)
Holder of CMS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 3921291 (value 292920425; 0.01% of shares outstanding; change 0.00)
Holder of CMS: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-05-31: 4986121 (value 379892571; 0.02% of shares outstanding; change -0.02)
Holder of CMS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 3697002 (value 281674591; 0.01% of shares outstanding; change 0.01)
Holder of CMS: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 4037188 (value 301577931; 0.01% of shares outstanding; change 0.02)
Holder of CMS: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 3004492 (value 228912252; 0.01% of shares outstanding; change 0.00)
Holder of CMS: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-06-30: 5047076 (value 377016561; 0.02% of shares outstanding; change 0.01)
Holder of CMS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 3716231 (value 277602444; 0.01% of shares outstanding; change 0.01)
Holder of CMS: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 3120028 (value 233066082; 0.01% of shares outstanding; change 1.00)
Holder of CMT: Diamond Hill Funds-Diamond Hill Small Cap Fund
Shares held as of 2025-12-31: 86209 (value 2042291; 0.01% of shares outstanding; change 0.00)
Holder of CMT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 79575 (value 1885131; 0.01% of shares outstanding; change 0.00)
Holder of CMT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 247956 (value 5874077; 0.03% of shares outstanding; change 0.00)
Holder of CMT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 125809 (value 2994254; 0.01% of shares outstanding; change -0.02)
Holder of CMT: Diamond Hill Funds-Diamond Hill Small Cap Fund
Shares held as of 2026-03-31: 94209 (value 2311888; 0.01% of shares outstanding; change 0.09)
Holder of CMT: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 300000 (value 7362000; 0.03% of shares outstanding; change 0.00)
Holder of CMT: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-03-31: 306000 (value 7175700; 0.03% of shares outstanding; change 0.00)
Holder of CMT: Needham Funds Inc-Needham Aggressive Growth Fund
Shares held as of 2026-03-31: 204021 (value 5006675; 0.02% of shares outstanding; change 0.00)
Holder of CMT: ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc
Shares held as of 2026-03-31: 153560 (value 3768362; 0.02% of shares outstanding; change 0.16)
Holder of CMT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 84819 (value 2081458; 0.01% of shares outstanding; change 0.07)
Holder of CMT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 247956 (value 6084840; 0.03% of shares outstanding; change 0.00)
Holder of CMT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 201342 (value 4769792; 0.02% of shares outstanding; change 0.02)
Holder of CMT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 203283 (value 4691771; 0.02% of shares outstanding; change 0.08)
Holder of CMT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 125809 (value 3087352; 0.01% of shares outstanding; change 0.00)
Holder of CMT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 193397 (value 4535159; 0.02% of shares outstanding; change -0.04)
Holder of CMT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 226692 (value 5288724; 0.03% of shares outstanding; change 0.12)
Holder of CMT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 195252 (value 4791484; 0.02% of shares outstanding; change 0.01)
Holder of CMT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 222463 (value 5459242; 0.03% of shares outstanding; change -0.02)
Holder of CMT: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-06-30: 306000 (value 7509240; 0.03% of shares outstanding; change 0.00)
Holder of CMTG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1452029 (value 3528430; 0.01% of shares outstanding; change 0.09)
Holder of CMTG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3731381 (value 9067256; 0.03% of shares outstanding; change 0.02)
Holder of CMTG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 888244 (value 2424906; 0.01% of shares outstanding; change 0.00)
Holder of CMTG: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 2182782 (value 4758464; 0.02% of shares outstanding; change 0.18)
Holder of CMTG: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 627672 (value 1368325; 0.00% of shares outstanding; change 0.01)
Holder of CMTG: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 456126 (value 1003477; 0.00% of shares outstanding; change 0.00)
Holder of CMTG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 757656 (value 1833527; 0.01% of shares outstanding; change 0.11)
Holder of CMTG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1508598 (value 3288743; 0.01% of shares outstanding; change 0.04)
Holder of CMTG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3731381 (value 8134410; 0.03% of shares outstanding; change 0.00)
Holder of CMTG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2297908 (value 5583916; 0.02% of shares outstanding; change 0.02)
Holder of CMTG: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 807187 (value 1961464; 0.01% of shares outstanding; change 0.00)
Holder of CMTG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 754899 (value 1774012; 0.01% of shares outstanding; change 0.00)
Holder of CMTG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 898907 (value 1959617; 0.01% of shares outstanding; change 0.01)
Holder of CMTG: iShares Trust-iShares Mortgage Real Estate ETF
Shares held as of 2026-04-30: 1087292 (value 2576881; 0.01% of shares outstanding; change 0.00)
Holder of CMTG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2208016 (value 5232997; 0.02% of shares outstanding; change -0.04)
Holder of CMTG: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 797977 (value 1891205; 0.01% of shares outstanding; change -0.01)
Holder of CMTG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 703563 (value 1533767; 0.01% of shares outstanding; change -0.07)
Holder of CMTG: iShares Trust-iShares Mortgage Real Estate ETF
Shares held as of 2026-05-31: 1108096 (value 2415649; 0.01% of shares outstanding; change 0.02)
Holder of CMTG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2229004 (value 4859228; 0.02% of shares outstanding; change 0.01)
Holder of CMTG: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 804731 (value 1754313; 0.01% of shares outstanding; change 0.01)
Holder of CMTG: VanEck ETF Trust-VanEck Mortgage REIT Income ETF
Shares held as of 2026-06-30: 1110156 (value 2420140; 0.01% of shares outstanding; change 1.00)
Holder of CMTL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 299036 (value 1680582; 0.01% of shares outstanding; change 0.00)
Holder of CMTL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 842420 (value 4734400; 0.03% of shares outstanding; change 0.00)
Holder of CMTL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 89148 (value 213955; 0.00% of shares outstanding; change -0.34)
Holder of CMTL: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 94398 (value 198235; 0.00% of shares outstanding; change 0.13)
Holder of CMTL: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 126989 (value 219690; 0.00% of shares outstanding; change 1.00)
Holder of CMTL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 161943 (value 764370; 0.01% of shares outstanding; change 0.06)
Holder of CMTL: Needham Funds Inc-Needham Aggressive Growth Fund
Shares held as of 2026-03-31: 1019500 (value 1763735; 0.03% of shares outstanding; change 0.00)
Holder of CMTL: ROYCE FUND-Royce Small-Cap Opportunity Fund
Shares held as of 2026-03-31: 880271 (value 1522868; 0.03% of shares outstanding; change -0.01)
Holder of CMTL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 316642 (value 547790; 0.01% of shares outstanding; change 0.06)
Holder of CMTL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 842420 (value 1457386; 0.03% of shares outstanding; change 0.00)
Holder of CMTL: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 65437 (value 308862; 0.00% of shares outstanding; change -0.06)
Holder of CMTL: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 76467 (value 132287; 0.00% of shares outstanding; change 0.43)
Holder of CMTL: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 97101 (value 167984; 0.00% of shares outstanding; change 0.03)
Holder of CMTL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 161354 (value 338843; 0.01% of shares outstanding; change 0.00)
Holder of CMTL: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-04-30: 181070 (value 874568; 0.01% of shares outstanding; change 0.00)
Holder of CMTL: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 69781 (value 136770; 0.00% of shares outstanding; change 0.07)
Holder of CMTL: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 156265 (value 270338; 0.01% of shares outstanding; change -0.03)
Holder of CMTL: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-05-31: 181070 (value 340411; 0.01% of shares outstanding; change 0.00)
Holder of CMTL: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 68869 (value 119143; 0.00% of shares outstanding; change -0.01)
Holder of CMTL: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-06-30: 181070 (value 313251; 0.01% of shares outstanding; change 0.00)
Holder of CMTV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 26453 (value 1021085; 0.00% of shares outstanding; change 1.00)
Holder of CMTV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 3974 (value 153396; 0.00% of shares outstanding; change 6.16)
Holder of CMTV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 10597 (value 409044; 0.00% of shares outstanding; change 1.00)
Holder of CMTV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 11703 (value 451735; 0.00% of shares outstanding; change 1.00)
Holder of CMTV: John Hancock Financial Opportunities Fund
Shares held as of 2026-03-31: 61707 (value 2507772; 0.01% of shares outstanding; change 0.00)
Holder of CMTV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 55630 (value 2256352; 0.01% of shares outstanding; change 1.00)
Holder of CMTV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 173245 (value 7026817; 0.03% of shares outstanding; change 1.00)
Holder of CMTV: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 2532 (value 98228; 0.00% of shares outstanding; change 1.00)
Holder of CMTV: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 3093 (value 119992; 0.00% of shares outstanding; change 1.00)
Holder of CMTV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 26926 (value 1052806; 0.00% of shares outstanding; change 0.02)
Holder of CMTV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 3974 (value 155383; 0.00% of shares outstanding; change 0.00)
Holder of CMTV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 8648 (value 338136; 0.00% of shares outstanding; change -0.18)
Holder of CMTV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 11703 (value 457587; 0.00% of shares outstanding; change 0.00)
Holder of CMTV: John Hancock Financial Opportunities Fund
Shares held as of 2026-04-30: 61707 (value 2393922; 0.01% of shares outstanding; change 0.00)
Holder of CMTV: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-04-30: 4000 (value 162240; 0.00% of shares outstanding; change 1.00)
Holder of CMTV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 25801 (value 1046488; 0.00% of shares outstanding; change -0.04)
Holder of CMTV: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 3974 (value 161185; 0.00% of shares outstanding; change 0.00)
Holder of CMTV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 7614 (value 308823; 0.00% of shares outstanding; change -0.12)
Holder of CMTV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 11703 (value 474673; 0.00% of shares outstanding; change 0.00)
Holder of CMTV: John Hancock Financial Opportunities Fund
Shares held as of 2026-05-31: 61707 (value 2502836; 0.01% of shares outstanding; change 0.00)
Holder of CMTV: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 7755 (value 314542; 0.00% of shares outstanding; change 1.00)
Holder of CMTV: Goldman Sachs ETF TRT-Goldman Sachs ActiveBeta(R) U.S. Small Cap Eqy. 
Shares held as of 2026-06-30: 5087 (value 206328; 0.00% of shares outstanding; change 1.00)
Holder of CMU: HC Capital Trust-The Intermediate Term Municipal Bond Portfolio
Shares held as of 2025-12-31: 568249 (value 1892269; 0.02% of shares outstanding; change 0.10)
Holder of CMU: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 37325 (value 124292; 0.00% of shares outstanding; change 0.00)
Holder of CMU: RiverNorth Managed Duration Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 14537 (value 48408; 0.00% of shares outstanding; change 0.00)
Holder of CMU: RiverNorth Managed Duration Municipal Income Fund Inc.
Shares held as of 2025-12-31: 32114 (value 106939; 0.00% of shares outstanding; change 0.00)
Holder of CMU: RiverNorth Opportunistic Municipal Income Fund Inc.
Shares held as of 2025-12-31: 34321 (value 114288; 0.00% of shares outstanding; change 0.00)
Holder of CMU: SCM Trust-ICON FLEXIBLE BOND FUND
Shares held as of 2025-12-31: 821456 (value 2735448; 0.03% of shares outstanding; change 0.00)
Holder of CMU: SWISS HELVETIA FUND, INC.-Total Return Securities Fund
Shares held as of 2025-12-31: 760000 (value 2530799; 0.03% of shares outstanding; change 1.39)
Holder of CMU: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 764782 (value 2569667; 0.03% of shares outstanding; change 0.00)
Holder of CMU: High Income Securities Fund
Shares held as of 2026-02-28: 764756 (value 2569580; 0.03% of shares outstanding; change 0.00)
Holder of CMU: HC Capital Trust-The Intermediate Term Municipal Bond Portfolio
Shares held as of 2026-03-31: 676122 (value 2271769; 0.03% of shares outstanding; change 0.19)
Holder of CMU: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2026-03-31: 37325 (value 125411; 0.00% of shares outstanding; change 0.00)
Holder of CMU: RiverNorth Managed Duration Municipal Income Fund II Inc.
Shares held as of 2026-03-31: 14537 (value 48844; 0.00% of shares outstanding; change 0.00)
Holder of CMU: RiverNorth Managed Duration Municipal Income Fund Inc.
Shares held as of 2026-03-31: 32114 (value 107903; 0.00% of shares outstanding; change 0.00)
Holder of CMU: RiverNorth Opportunistic Municipal Income Fund Inc.
Shares held as of 2026-03-31: 34321 (value 115318; 0.00% of shares outstanding; change 0.00)
Holder of CMU: SCM Trust-ICON FLEXIBLE BOND FUND
Shares held as of 2026-03-31: 731734 (value 2458626; 0.03% of shares outstanding; change -0.11)
Holder of CMU: SWISS HELVETIA FUND, INC.-Total Return Securities Fund
Shares held as of 2026-03-31: 760000 (value 2553599; 0.03% of shares outstanding; change 0.00)
Holder of CMU: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 764782 (value 2569667; 0.03% of shares outstanding; change 0.00)
Holder of CMU: Starboard Investment Trust-Matisse Discounted Bond CEF Strategy
Shares held as of 2026-03-31: 100503 (value 337690; 0.00% of shares outstanding; change -0.62)
Holder of CMU: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-04-30: 125677 (value 422274; 0.00% of shares outstanding; change 1.00)
Holder of CNA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 230351 (value 9688563; 0.00% of shares outstanding; change 0.00)
Holder of CNA: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 668143 (value 35852553; 0.00% of shares outstanding; change 0.08)
Holder of CNA: AQR Funds-AQR Equity Market Neutral Fund
Shares held as of 2026-03-31: 124401 (value 6675357; 0.00% of shares outstanding; change 0.00)
Holder of CNA: AQR Funds-AQR Long-Short Equity Fund
Shares held as of 2026-03-31: 228586 (value 12265924; 0.00% of shares outstanding; change 0.00)
Holder of CNA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 138385 (value 6041889; 0.00% of shares outstanding; change 0.28)
Holder of CNA: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-03-31: 163629 (value 7144042; 0.00% of shares outstanding; change 1.00)
Holder of CNA: RBB Fund Trust-Torray Equity Income Fund
Shares held as of 2026-03-31: 350000 (value 18780999; 0.00% of shares outstanding; change 0.00)
Holder of CNA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 241138 (value 12939465; 0.00% of shares outstanding; change 0.05)
Holder of CNA: Victory PORT.s II-VictoryShares US EQ Income Enhanced Volatility Wtd E
Shares held as of 2026-03-31: 198003 (value 10624840; 0.00% of shares outstanding; change 1.00)
Holder of CNA: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-04-30: 163829 (value 7963727; 0.00% of shares outstanding; change 0.00)
Holder of CNA: First TRT Exch-Trd AlphaDEX Fd.-First TRT Financials AlphaDEX Fd.
Shares held as of 2026-04-30: 277644 (value 12527296; 0.00% of shares outstanding; change 0.24)
Holder of CNA: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 963920 (value 43492069; 0.00% of shares outstanding; change 0.01)
Holder of CNA: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-04-30: 727404 (value 32820467; 0.00% of shares outstanding; change -0.02)
Holder of CNA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 112530 (value 6038359; 0.00% of shares outstanding; change -0.04)
Holder of CNA: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-05-31: 163729 (value 8785698; 0.00% of shares outstanding; change 0.00)
Holder of CNA: First TRT Exch-Trd AlphaDEX Fd.-First TRT Financials AlphaDEX Fd.
Shares held as of 2026-05-31: 269718 (value 14098159; 0.00% of shares outstanding; change -0.03)
Holder of CNA: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 973777 (value 50899324; 0.00% of shares outstanding; change 0.01)
Holder of CNA: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-05-31: 748148 (value 39105696; 0.00% of shares outstanding; change 0.03)
Holder of CNA: First TRT Exch-Trd AlphaDEX Fd.-First TRT Financials AlphaDEX Fd.
Shares held as of 2026-06-30: 262962 (value 14110540; 0.00% of shares outstanding; change -0.03)
Holder of CNA: First TRT Exch-Trd Fd.-First TRT Value Line Dividend Index Fd.
Shares held as of 2026-06-30: 684120 (value 36709879; 0.00% of shares outstanding; change -0.09)
Holder of CNA.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 44426633 (value 8203377512; 0.01% of shares outstanding; change -0.01)
Holder of CNA.L: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 17440200 (value 2979658276; 0.00% of shares outstanding; change 0.00)
Holder of CNA.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 11749228 (value 2028504142; 0.00% of shares outstanding; change -0.02)
Holder of CNA.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 69449413 (value 11865432634; 0.02% of shares outstanding; change -0.01)
Holder of CNA.L: Columbia Funds Series Trust-Columbia Overseas Value Fund
Shares held as of 2026-02-28: 21903581 (value 3570283703; 0.00% of shares outstanding; change 0.03)
Holder of CNA.L: AQR Funds-AQR Long-Short Equity Fund
Shares held as of 2026-03-31: 11968504 (value 1950866152; 0.00% of shares outstanding; change 0.00)
Holder of CNA.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 16931964 (value 3126487049; 0.00% of shares outstanding; change -0.02)
Holder of CNA.L: Perpetual Americas Funds Trust-JOHCM International Select Fund
Shares held as of 2026-03-31: 23621303 (value 3850272389; 0.01% of shares outstanding; change -0.04)
Holder of CNA.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 44459728 (value 7246935664; 0.01% of shares outstanding; change 0.00)
Holder of CNA.L: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 17265387 (value 2814258081; 0.00% of shares outstanding; change -0.01)
Holder of CNA.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 17126385 (value 2926042981; 0.00% of shares outstanding; change 0.01)
Holder of CNA.L: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 11209543 (value 1827155509; 0.00% of shares outstanding; change -0.05)
Holder of CNA.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 67567285 (value 11013467455; 0.01% of shares outstanding; change -0.03)
Holder of CNA.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 32778652 (value 5621538818; 0.01% of shares outstanding; change 0.00)
Holder of CNA.L: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 16265913 (value 2808309780; 0.00% of shares outstanding; change 0.00)
Holder of CNA.L: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 17314604 (value 2822280452; 0.00% of shares outstanding; change 0.01)
Holder of CNA.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 32778652 (value 5342920276; 0.01% of shares outstanding; change 0.00)
Holder of CNA.L: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 16265913 (value 2651343819; 0.00% of shares outstanding; change 0.00)
Holder of CNC: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 11770821 (value 701540913; 0.02% of shares outstanding; change 0.02)
Holder of CNC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 5577174 (value 332399561; 0.01% of shares outstanding; change -0.04)
Holder of CNC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 3595806 (value 214310032; 0.01% of shares outstanding; change -0.03)
Holder of CNC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 15493905 (value 923436714; 0.03% of shares outstanding; change 0.00)
Holder of CNC: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 5966108 (value 355580027; 0.01% of shares outstanding; change 0.00)
Holder of CNC: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Select Fund
Shares held as of 2026-03-31: 9666000 (value 612921058; 0.02% of shares outstanding; change 0.65)
Holder of CNC: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 11871817 (value 752791914; 0.02% of shares outstanding; change 0.01)
Holder of CNC: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 5309562 (value 336679325; 0.01% of shares outstanding; change -0.01)
Holder of CNC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 5669653 (value 359512695; 0.01% of shares outstanding; change 0.02)
Holder of CNC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 3610339 (value 228931595; 0.01% of shares outstanding; change 0.00)
Holder of CNC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 15649515 (value 992335743; 0.03% of shares outstanding; change 0.01)
Holder of CNC: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 5986733 (value 365310450; 0.01% of shares outstanding; change 0.00)
Holder of CNC: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 4705050 (value 306722220; 0.01% of shares outstanding; change -0.03)
Holder of CNC: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 5577933 (value 363625465; 0.01% of shares outstanding; change 0.03)
Holder of CNC: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 6043926 (value 410140822; 0.01% of shares outstanding; change 0.00)
Holder of CNC: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 5978373 (value 379088631; 0.01% of shares outstanding; change 0.00)
Holder of CNC: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 4687154 (value 311414523; 0.01% of shares outstanding; change 0.00)
Holder of CNC: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 5632605 (value 377891448; 0.01% of shares outstanding; change 0.01)
Holder of CNC: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 6156402 (value 390377449; 0.01% of shares outstanding; change 0.02)
Holder of CNC: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-06-30: 3325888 (value 210894557; 0.01% of shares outstanding; change 0.02)
Holder of CNC: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 5661718 (value 359009537; 0.01% of shares outstanding; change 0.01)
Holder of CNC.V: SPROTT FUNDS TRUST-Sprott Critical Materials ETF
Shares held as of 2025-12-31: 197575 (value 324022; 0.00% of shares outstanding; change 1.00)
Holder of CNC.V: SPROTT FUNDS TRUST-Sprott Nickel Miners ETF
Shares held as of 2025-12-31: 1105825 (value 1813552; 0.00% of shares outstanding; change 1.08)
Holder of CNC.V: John Hancock Investment Trust-Diversified Real Assets Fund
Shares held as of 2026-03-31: 419007 (value 620130; 0.00% of shares outstanding; change -0.03)
Holder of CNC.V: SPROTT FUNDS TRUST-Sprott Critical Materials ETF
Shares held as of 2026-03-31: 353950 (value 523846; 0.00% of shares outstanding; change 0.79)
Holder of CNC.V: SPROTT FUNDS TRUST-Sprott Nickel Miners ETF
Shares held as of 2026-03-31: 2370825 (value 3508821; 0.01% of shares outstanding; change 1.14)
Holder of CNC.V: Themes ETF Trust-Themes Lithium & Battery Metal Miners ETF
Shares held as of 2026-03-31: 42505 (value 62907; 0.00% of shares outstanding; change 4.66)
Holder of CNCK: Northern Funds-SMALL CAP CORE FUND
Shares held as of 2025-12-31: 17765 (value 33042; 0.00% of shares outstanding; change -0.07)
Holder of CNCK: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 22 (value 59; 0.00% of shares outstanding; change 0.00)
Holder of CNCK: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 81057 (value 145902; 0.00% of shares outstanding; change 0.00)
Holder of CNCK: Northern Funds-SMALL CAP CORE FUND
Shares held as of 2026-03-31: 17765 (value 48320; 0.00% of shares outstanding; change 0.00)
Holder of CNCK: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 81057 (value 179946; 0.00% of shares outstanding; change 0.00)
Holder of CNCK: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 81057 (value 220475; 0.00% of shares outstanding; change 0.00)
Holder of CNCK: Fidelity Covington TRT-Fidelity Crypto Industry and Digital Payments E
Shares held as of 2026-06-30: 195101 (value 530674; 0.00% of shares outstanding; change 1.00)
Holder of CNDT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1651833 (value 2857671; 0.01% of shares outstanding; change -0.03)
Holder of CNDT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4736893 (value 8194824; 0.02% of shares outstanding; change 0.00)
Holder of CNDT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1607090 (value 2249925; 0.01% of shares outstanding; change -0.04)
Holder of CNDT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 972597 (value 1361635; 0.00% of shares outstanding; change -0.17)
Holder of CNDT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1409552 (value 1973372; 0.01% of shares outstanding; change 0.00)
Holder of CNDT: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 4928873 (value 7294732; 0.02% of shares outstanding; change 0.50)
Holder of CNDT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1697663 (value 2512541; 0.01% of shares outstanding; change 0.03)
Holder of CNDT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4736893 (value 7010601; 0.02% of shares outstanding; change 0.00)
Holder of CNDT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3935860 (value 6809037; 0.02% of shares outstanding; change 0.02)
Holder of CNDT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 1205551 (value 2085603; 0.01% of shares outstanding; change -0.08)
Holder of CNDT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 2753637 (value 4213064; 0.01% of shares outstanding; change -0.07)
Holder of CNDT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1607090 (value 2378493; 0.01% of shares outstanding; change 0.00)
Holder of CNDT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1381979 (value 2045328; 0.01% of shares outstanding; change -0.02)
Holder of CNDT: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Intrinsic Value Fund
Shares held as of 2026-04-30: 3606511 (value 5049115; 0.02% of shares outstanding; change 0.00)
Holder of CNDT: SCHWAB CAPITAL TRUST-Schwab Fundamental U.S. Small Company Index Fund
Shares held as of 2026-04-30: 1005480 (value 1488110; 0.00% of shares outstanding; change 0.04)
Holder of CNDT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3781954 (value 5710750; 0.02% of shares outstanding; change -0.04)
Holder of CNDT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 1268535 (value 1915487; 0.01% of shares outstanding; change 0.05)
Holder of CNDT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 2467987 (value 3776020; 0.01% of shares outstanding; change -0.10)
Holder of CNDT: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Intrinsic Value Fund
Shares held as of 2026-05-31: 3603747 (value 5838070; 0.02% of shares outstanding; change 0.00)
Holder of CNDT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3817888 (value 5650474; 0.02% of shares outstanding; change 0.01)
Holder of CNDT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 1279282 (value 1893337; 0.01% of shares outstanding; change 0.01)
Holder of CNDT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 2256929 (value 3340254; 0.01% of shares outstanding; change -0.09)
Holder of CNDT: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Intrinsic Value Fund
Shares held as of 2026-06-30: 3603747 (value 5333545; 0.02% of shares outstanding; change 0.00)
Holder of CNET: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2025-03-31: 271 (value 214; 0.00% of shares outstanding; change 0.00)
Holder of CNEY: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 2 (value 1; 0.00% of shares outstanding; change 0.00)
Holder of CNF: Gabelli Investor Funds Inc-The Gabelli ABC Fund
Shares held as of 2026-03-31: 211 (value 619; 0.00% of shares outstanding; change 0.00)
Holder of CNF: Gabelli Investor Funds Inc-The Gabelli ABC Fund
Shares held as of 2026-06-30: 211 (value 504; 0.00% of shares outstanding; change 0.00)
Holder of CNH: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2025-12-31: 25007408 (value 255325636; 0.02% of shares outstanding; change -0.02)
Holder of CNH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 9536901 (value 97371759; 0.01% of shares outstanding; change 0.00)
Holder of CNH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 18387372 (value 187735068; 0.01% of shares outstanding; change -0.05)
Holder of CNH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 11853853 (value 121027839; 0.01% of shares outstanding; change -0.04)
Holder of CNH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 25649412 (value 261880497; 0.02% of shares outstanding; change 0.00)
Holder of CNH: BLACKROCK EQUITY DIVIDEND FUND
Shares held as of 2026-01-31: 10169981 (value 106378001; 0.01% of shares outstanding; change 0.17)
Holder of CNH: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 23074599 (value 241360306; 0.02% of shares outstanding; change 0.62)
Holder of CNH: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2026-03-31: 24753581 (value 276002418; 0.02% of shares outstanding; change -0.01)
Holder of CNH: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund
Shares held as of 2026-03-31: 24667914 (value 275047231; 0.02% of shares outstanding; change -0.27)