A stock or ETF listing's 13F holders split by one dimension, quarter by quarter, oldest first: each bucket's common shares, value and filers, its like-for-like change (only filers with an observed 13F in both quarters, each kept in its bucket of the later quarter on both sides), and new and exited filers. Every dimension's buckets sum to total. Holder type is each filer's current regulatory profile, never its name; client base and private funds come from the Form ADV roster current at the column's quarter end (rosters from December 2019, so an earlier column reads Unknown); style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter on or before the column. A company's primary listing reads its open quarter as the combined view; an ETF series or sibling class reads its exact listing as filed. Shares are restated to today's split basis; options are reported beside them and principal amounts are left out. dimension=fundtype reads registered funds instead: each fund series' latest Form NPORT-P report inside the quarter, bucketed by its Form N-CEN fund type (index fund, index ETF, active ETF, active fund, unclassified), as shares and a percentage of shares outstanding in fundQuarters. Funds sit inside their advisers' 13F reports, so those shares are never added to 13F totals.