speb/financial-data huggingface dataset:
Holder of EQX: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-03-31: 6700000 (value 90717999; 0.01% of shares outstanding; change 0.05)
Holder of EQX: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-03-31: 5431459 (value 57247577; 0.01% of shares outstanding; change 0.00)
Holder of EQX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 7142426 (value 66281711; 0.01% of shares outstanding; change 0.02)
Holder of EQX: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 6982499 (value 60189140; 0.01% of shares outstanding; change 0.21)
Holder of EQX: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 6982499 (value 64797588; 0.01% of shares outstanding; change 0.21)
Holder of EQX: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-04-30: 6378900 (value 65383725; 0.01% of shares outstanding; change -0.05)
Holder of EQX: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-04-30: 12271771 (value 113882031; 0.02% of shares outstanding; change 0.10)
Holder of EQX: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-04-30: 5459351 (value 56285911; 0.01% of shares outstanding; change 0.01)
Holder of EQX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 10806930 (value 100288307; 0.01% of shares outstanding; change 0.00)
Holder of EQX: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-04-30: 31848849 (value 343649079; 0.04% of shares outstanding; change 0.00)
Holder of EQX: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 40494133 (value 436931693; 0.05% of shares outstanding; change -0.02)
Holder of EQX: iShares, Inc.-iShares MSCI Global Gold Miners ETF
Shares held as of 2026-04-30: 4242760 (value 43742857; 0.01% of shares outstanding; change -0.07)
Holder of EQX: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-05-31: 5428800 (value 50379262; 0.01% of shares outstanding; change -0.15)
Holder of EQX: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-05-31: 5459351 (value 50662775; 0.01% of shares outstanding; change 0.00)
Holder of EQX: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-05-31: 31450895 (value 291864297; 0.04% of shares outstanding; change -0.01)
Holder of EQX: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 39628061 (value 388553150; 0.05% of shares outstanding; change -0.02)
Holder of EQX: iShares, Inc.-iShares MSCI Global Gold Miners ETF
Shares held as of 2026-05-31: 4043288 (value 37521711; 0.01% of shares outstanding; change -0.05)
Holder of EQX: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 45718515 (value 424267806; 0.06% of shares outstanding; change 0.15)
Holder of EQX.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 6976205 (value 122955613; 0.01% of shares outstanding; change 0.13)
Holder of EQX.TO: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 5761702 (value 83832765; 0.01% of shares outstanding; change -0.13)
Holder of EQX.TO: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-01-31: 11161771 (value 162403770; 0.01% of shares outstanding; change 1.40)
Holder of EQX.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 10787546 (value 156958796; 0.01% of shares outstanding; change 0.11)
Holder of EQX.TO: ASA Gold & Precious Metals Ltd
Shares held as of 2026-02-28: 4900000 (value 64091999; 0.01% of shares outstanding; change 0.00)
Holder of EQX.TO: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-03-31: 6700000 (value 118087500; 0.01% of shares outstanding; change 0.05)
Holder of EQX.TO: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-03-31: 5431459 (value 80059704; 0.01% of shares outstanding; change 0.00)
Holder of EQX.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 7142426 (value 93422931; 0.01% of shares outstanding; change 0.02)
Holder of EQX.TO: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 6982499 (value 84488240; 0.01% of shares outstanding; change 0.21)
Holder of EQX.TO: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 6982499 (value 91331086; 0.01% of shares outstanding; change 0.21)
Holder of EQX.TO: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-04-30: 6378900 (value 92812996; 0.01% of shares outstanding; change -0.05)
Holder of EQX.TO: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-04-30: 12271771 (value 160514763; 0.02% of shares outstanding; change 0.10)
Holder of EQX.TO: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-04-30: 5459351 (value 79761116; 0.01% of shares outstanding; change 0.01)
Holder of EQX.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 10806930 (value 141354643; 0.01% of shares outstanding; change 0.00)
Holder of EQX.TO: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-04-30: 31848849 (value 561335963; 0.04% of shares outstanding; change 0.00)
Holder of EQX.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 40494133 (value 713709094; 0.05% of shares outstanding; change -0.02)
Holder of EQX.TO: iShares, Inc.-iShares MSCI Global Gold Miners ETF
Shares held as of 2026-04-30: 4242760 (value 61986722; 0.01% of shares outstanding; change -0.07)
Holder of EQX.TO: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-05-31: 5428800 (value 71008703; 0.01% of shares outstanding; change -0.15)
Holder of EQX.TO: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-05-31: 5459351 (value 71408310; 0.01% of shares outstanding; change 0.00)
Holder of EQX.TO: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-05-31: 31450895 (value 411377704; 0.04% of shares outstanding; change -0.01)
Holder of EQX.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 39628061 (value 550037491; 0.05% of shares outstanding; change -0.02)
Holder of EQX.TO: iShares, Inc.-iShares MSCI Global Gold Miners ETF
Shares held as of 2026-05-31: 4043288 (value 52886206; 0.01% of shares outstanding; change -0.05)
Holder of EQX.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 45718515 (value 597998172; 0.06% of shares outstanding; change 0.15)
Holder of ERAS: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 2874195 (value 34404114; 0.01% of shares outstanding; change -0.31)
Holder of ERAS: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2025-12-31: 1701564 (value 21848082; 0.01% of shares outstanding; change -0.08)
Holder of ERAS: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 3024888 (value 38839562; 0.01% of shares outstanding; change -0.15)
Holder of ERAS: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 4282982 (value 51267295; 0.01% of shares outstanding; change -0.30)
Holder of ERAS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2274052 (value 29198828; 0.01% of shares outstanding; change -0.06)
Holder of ERAS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 7306398 (value 93814151; 0.02% of shares outstanding; change 0.00)
Holder of ERAS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1699204 (value 25623996; 0.01% of shares outstanding; change 0.01)
Holder of ERAS: JNL Series Trust-JNL/T. Rowe Price Capital Appreciation Fund
Shares held as of 2026-03-31: 1463400 (value 22068071; 0.00% of shares outstanding; change 1.00)
Holder of ERAS: T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App
Shares held as of 2026-03-31: 6954600 (value 132902410; 0.02% of shares outstanding; change 1.00)
Holder of ERAS: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 2547359 (value 48680032; 0.01% of shares outstanding; change -0.16)
Holder of ERAS: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 1796208 (value 34325535; 0.01% of shares outstanding; change -0.58)
Holder of ERAS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2658307 (value 50800248; 0.01% of shares outstanding; change 0.17)
Holder of ERAS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 8309645 (value 158797321; 0.03% of shares outstanding; change 0.14)
Holder of ERAS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 4634489 (value 59506839; 0.01% of shares outstanding; change 0.10)
Holder of ERAS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 1626806 (value 20888189; 0.01% of shares outstanding; change 0.09)
Holder of ERAS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1876002 (value 35850399; 0.01% of shares outstanding; change 0.10)
Holder of ERAS: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 5290744 (value 79784419; 0.02% of shares outstanding; change 0.12)
Holder of ERAS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 4478698 (value 84423459; 0.01% of shares outstanding; change -0.03)
Holder of ERAS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 1621467 (value 30564653; 0.01% of shares outstanding; change 0.00)
Holder of ERAS: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 2533680 (value 48418626; 0.01% of shares outstanding; change 0.77)
Holder of ERAS: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 5240752 (value 97582806; 0.02% of shares outstanding; change -0.01)
Holder of ERAS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 4552751 (value 87003074; 0.01% of shares outstanding; change 0.02)
Holder of ERAS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 1651508 (value 31560318; 0.01% of shares outstanding; change 0.02)
Holder of ERAS: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 7419695 (value 141790375; 0.02% of shares outstanding; change 0.42)
Holder of ERC: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 139 (value 1244; 0.00% of shares outstanding; change -0.14)
Holder of ERC: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 139 (value 1276; 0.00% of shares outstanding; change -0.14)
Holder of ERC: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 312 (value 2864; 0.00% of shares outstanding; change 0.04)
Holder of ERC: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-01-31: 61423 (value 552192; 0.00% of shares outstanding; change 1.00)
Holder of ERC: Collaborative Investment Series TRT-RAREVIEW DYNAMIC FIXED INCOME ETF
Shares held as of 2026-03-31: 183467 (value 1665880; 0.01% of shares outstanding; change 0.21)
Holder of ERC: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-04-30: 67723 (value 614924; 0.00% of shares outstanding; change 0.10)
Holder of ERC: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 345571 (value 3089404; 0.01% of shares outstanding; change 0.06)
Holder of ERC: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 335687 (value 3068179; 0.01% of shares outstanding; change -0.03)
Holder of ERC: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 334949 (value 3041336; 0.01% of shares outstanding; change 0.00)
Holder of ERCB.DE: -Price (T.Rowe) International Core Equity Trust
Shares held as of 2025-12-31: 8418534 (value 95339895; 0.00% of shares outstanding; change -0.25)
Holder of ERCB.DE: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2025-12-31: 13631737 (value 154379418; 0.00% of shares outstanding; change 0.00)
Holder of ERCB.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 25778390 (value 291940261; 0.01% of shares outstanding; change 0.02)
Holder of ERCB.DE: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-01-31: 9108080 (value 103149004; 0.00% of shares outstanding; change 0.05)
Holder of ERCB.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-01-31: 10052949 (value 113849645; 0.00% of shares outstanding; change -0.03)
Holder of ERCB.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-01-31: 11199535 (value 126834731; 0.00% of shares outstanding; change 0.00)
Holder of ERCB.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 39920545 (value 452100164; 0.01% of shares outstanding; change 0.01)
Holder of ERCB.DE: -Price (T.Rowe) International Core Equity Trust
Shares held as of 2026-03-31: 8282712 (value 68531160; 0.00% of shares outstanding; change -0.02)
Holder of ERCB.DE: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2026-03-31: 11329735 (value 93742229; 0.00% of shares outstanding; change -0.17)
Holder of ERCB.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 10295774 (value 116599638; 0.00% of shares outstanding; change 0.01)
Holder of ERCB.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 26390921 (value 218358484; 0.01% of shares outstanding; change 0.02)
Holder of ERCB.DE: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-04-30: 8649211 (value 71563573; 0.00% of shares outstanding; change -0.05)
Holder of ERCB.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-04-30: 9013018 (value 74573712; 0.00% of shares outstanding; change 0.00)
Holder of ERCB.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-04-30: 10135655 (value 83862411; 0.00% of shares outstanding; change -0.10)
Holder of ERCB.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 39889620 (value 330046722; 0.01% of shares outstanding; change 0.00)
Holder of ERCB.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 19841210 (value 224701699; 0.01% of shares outstanding; change 0.01)
Holder of ERCB.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 9730689 (value 110200051; 0.00% of shares outstanding; change 0.00)
Holder of ERCB.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 10530610 (value 87130268; 0.00% of shares outstanding; change 0.01)
Holder of ERCB.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 19560264 (value 161841627; 0.01% of shares outstanding; change -0.01)
Holder of ERCB.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 9437680 (value 78087365; 0.00% of shares outstanding; change -0.03)
Holder of ERF.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1074432 (value 69752123; 0.01% of shares outstanding; change 0.03)
Holder of ERF.PA: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-01-31: 589902 (value 38296436; 0.00% of shares outstanding; change 0.00)
Holder of ERF.PA: TRANSAMERICA FUNDS-Transamerica International Equity
Shares held as of 2026-01-31: 522800 (value 33501024; 0.00% of shares outstanding; change -0.04)
Holder of ERF.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1651986 (value 104868070; 0.01% of shares outstanding; change 0.01)
Holder of ERF.PA: AMERICAN FUNDS INSURANCE SERIES-International Fund
Shares held as of 2026-03-31: 442116 (value 30488318; 0.00% of shares outstanding; change -0.02)
Holder of ERF.PA: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 507217 (value 34977683; 0.00% of shares outstanding; change -0.70)
Holder of ERF.PA: FPA FUNDS TRUST-FPA Crescent Fund
Shares held as of 2026-03-31: 1656284 (value 114217343; 0.01% of shares outstanding; change 0.01)
Holder of ERF.PA: SEQUOIA FUND INC
Shares held as of 2026-03-31: 2921395 (value 201459396; 0.02% of shares outstanding; change 0.00)
Holder of ERF.PA: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-03-31: 680888 (value 43222769; 0.00% of shares outstanding; change 0.15)
Holder of ERF.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1099983 (value 75854826; 0.01% of shares outstanding; change 0.02)
Holder of ERF.PA: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 440871 (value 27986490; 0.00% of shares outstanding; change 0.01)
Holder of ERF.PA: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-04-30: 680888 (value 46954035; 0.00% of shares outstanding; change 0.00)
Holder of ERF.PA: TRANSAMERICA FUNDS-Transamerica International Equity
Shares held as of 2026-04-30: 503900 (value 34748943; 0.00% of shares outstanding; change -0.04)
Holder of ERF.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1665010 (value 114819088; 0.01% of shares outstanding; change 0.01)
Holder of ERF.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 860193 (value 59095256; 0.00% of shares outstanding; change 0.00)
Holder of ERF.PA: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 445710 (value 30736161; 0.00% of shares outstanding; change 0.01)
Holder of ERF.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 866403 (value 59747150; 0.00% of shares outstanding; change 0.01)
Holder of ERH: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 125000 (value 1501250; 0.00% of shares outstanding; change 0.00)
Holder of ERH: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 104 (value 1236; 0.00% of shares outstanding; change -0.36)
Holder of ERH: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 104 (value 1249; 0.00% of shares outstanding; change -0.36)
Holder of ERH: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 235 (value 2822; 0.00% of shares outstanding; change -0.22)
Holder of ERH: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 133159 (value 1588586; 0.00% of shares outstanding; change 0.07)
Holder of ERH: INVESTMENT MANAGERS SERIES TRUST-Robinson Opportunistic Income Fund
Shares held as of 2026-03-31: 9713 (value 115876; 0.00% of shares outstanding; change -0.82)
Holder of ERH: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 144 (value 1717; 0.00% of shares outstanding; change 0.38)
Holder of ERH: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 385 (value 4593; 0.00% of shares outstanding; change 0.64)
Holder of ERIC: HOTCHKIS & WILEY FUNDS/DE/-Hotchkis & Wiley Value Opportunities Fund
Shares held as of 2025-12-31: 5361200 (value 67336674; 0.00% of shares outstanding; change 0.14)
Holder of ERIC: AMERICAN BEACON FUNDS-American Beacon Large Cap Value Fund
Shares held as of 2026-01-31: 3287296 (value 38527109; 0.00% of shares outstanding; change -0.11)
Holder of ERIC: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 46933280 (value 550058054; 0.02% of shares outstanding; change -0.05)
Holder of ERIC: Fidelity Rutland Square Trust II-Strategic Advisers International Fund
Shares held as of 2026-03-31: 1856849 (value 24250448; 0.00% of shares outstanding; change 0.00)
Holder of ERIC: HOTCHKIS & WILEY FUNDS/DE/-Hotchkis & Wiley Value Opportunities Fund
Shares held as of 2026-03-31: 4297900 (value 40142386; 0.00% of shares outstanding; change -0.20)
Holder of ERIC: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Stock Fund
Shares held as of 2026-03-31: 2631630 (value 30842704; 0.00% of shares outstanding; change 0.09)
Holder of ERIC: VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund
Shares held as of 2026-03-31: 26202090 (value 244727524; 0.01% of shares outstanding; change 0.42)
Holder of ERIC: VANGUARD FENWAY FUNDS-Vanguard PRIMECAP Core Fund
Shares held as of 2026-03-31: 3607410 (value 33693209; 0.00% of shares outstanding; change 0.43)
Holder of ERIC: AMERICAN BEACON FUNDS-American Beacon Large Cap Value Fund
Shares held as of 2026-04-30: 2579099 (value 24088785; 0.00% of shares outstanding; change -0.22)
Holder of ERIC: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 1818094 (value 22326193; 0.00% of shares outstanding; change 0.09)
Holder of ERIC: Fidelity Rutland Square Trust II-Strategic Advisers International Fund
Shares held as of 2026-04-30: 1856849 (value 21762270; 0.00% of shares outstanding; change 0.00)
Holder of ERIC: GLOBAL X FUNDS-Global X Artificial Intelligence & Technology ETF
Shares held as of 2026-04-30: 2560159 (value 31438751; 0.00% of shares outstanding; change -0.01)
Holder of ERIC: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Stock Fund
Shares held as of 2026-04-30: 2631630 (value 24579424; 0.00% of shares outstanding; change 0.00)
Holder of ERIC: SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT World Equity EX-US Fund
Shares held as of 2026-04-30: 2162006 (value 20193136; 0.00% of shares outstanding; change 0.00)
Holder of ERIC: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 43621080 (value 407420893; 0.01% of shares outstanding; change -0.07)
Holder of ERIC: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 1914687 (value 18802225; 0.00% of shares outstanding; change 0.05)
Holder of ERIC: Fidelity Rutland Square Trust II-Strategic Advisers International Fund
Shares held as of 2026-05-31: 2082062 (value 19446459; 0.00% of shares outstanding; change 0.12)
Holder of ERIC: GLOBAL X FUNDS-Global X Artificial Intelligence & Technology ETF
Shares held as of 2026-05-31: 2667229 (value 26192187; 0.00% of shares outstanding; change 0.04)
Holder of ERIC: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-06-30: 1968715 (value 18387798; 0.00% of shares outstanding; change 0.03)
Holder of ERIC: GLOBAL X FUNDS-Global X Artificial Intelligence & Technology ETF
Shares held as of 2026-06-30: 2635812 (value 24618484; 0.00% of shares outstanding; change -0.01)
Holder of ERIE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 640148 (value 136396339; 0.01% of shares outstanding; change 0.02)
Holder of ERIE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 325432 (value 69339798; 0.01% of shares outstanding; change -0.03)
Holder of ERIE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 576289 (value 122789901; 0.01% of shares outstanding; change -0.04)
Holder of ERIE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 801767 (value 170832500; 0.02% of shares outstanding; change 0.00)
Holder of ERIE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 324426 (value 69125450; 0.01% of shares outstanding; change 0.00)
Holder of ERIE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 645080 (value 144207635; 0.01% of shares outstanding; change 0.01)
Holder of ERIE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 327459 (value 73203460; 0.01% of shares outstanding; change 0.01)
Holder of ERIE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 585737 (value 130941508; 0.01% of shares outstanding; change 0.02)
Holder of ERIE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 809141 (value 180883473; 0.02% of shares outstanding; change 0.01)
Holder of ERIE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 325545 (value 68901597; 0.01% of shares outstanding; change 0.00)
Holder of ERIE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 695315 (value 157607049; 0.02% of shares outstanding; change -0.03)
Holder of ERIE: ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF
Shares held as of 2026-04-30: 645369 (value 146640744; 0.01% of shares outstanding; change 0.09)
Holder of ERIE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 302225 (value 68505340; 0.01% of shares outstanding; change 0.03)
Holder of ERIE: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-04-30: 260595 (value 59069068; 0.01% of shares outstanding; change 0.01)
Holder of ERIE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 328007 (value 84340441; 0.01% of shares outstanding; change 0.00)
Holder of ERIE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 325095 (value 72674988; 0.01% of shares outstanding; change 0.00)
Holder of ERIE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 692015 (value 157301927; 0.02% of shares outstanding; change 0.00)
Holder of ERIE: ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF
Shares held as of 2026-05-31: 638877 (value 164274446; 0.01% of shares outstanding; change -0.01)
Holder of ERIE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 305240 (value 76886903; 0.01% of shares outstanding; change 0.01)
Holder of ERIE: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-05-31: 259883 (value 65461928; 0.01% of shares outstanding; change 0.00)
Holder of ERIE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 334187 (value 74707504; 0.01% of shares outstanding; change 0.02)
Holder of ERIE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 784800 (value 175442042; 0.02% of shares outstanding; change 0.13)
Holder of ERIE: ProShares Trust-ProShares S&P 500 Dividend Aristocrats ETF
Shares held as of 2026-06-30: 633531 (value 141625856; 0.01% of shares outstanding; change -0.01)
Holder of ERIE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 306815 (value 68588494; 0.01% of shares outstanding; change 0.01)
Holder of ERIE: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-06-30: 258955 (value 57889391; 0.01% of shares outstanding; change 0.00)
Holder of ERII: Diamond Hill Funds-Diamond Hill Small-Mid Cap Fund
Shares held as of 2025-12-31: 431923 (value 3528810; 0.01% of shares outstanding; change 0.00)
Holder of ERII: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 574728 (value 4695527; 0.01% of shares outstanding; change 0.02)
Holder of ERII: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1592328 (value 13009319; 0.03% of shares outstanding; change -0.06)
Holder of ERII: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 507727 (value 4518770; 0.01% of shares outstanding; change 0.01)
Holder of ERII: Brown Capital Mgmt Mutual Fd.s-Brown Capital Mgmt Small Company Fd.
Shares held as of 2026-03-31: 419259 (value 3530160; 0.01% of shares outstanding; change -0.25)
Holder of ERII: Calvert Impact Fund, Inc.-Calvert Global Water Fund
Shares held as of 2026-03-31: 544594 (value 4585481; 0.01% of shares outstanding; change 0.40)
Holder of ERII: Meridian Fund Inc-Meridian Contrarian Fund
Shares held as of 2026-03-31: 516000 (value 4344720; 0.01% of shares outstanding; change 0.37)
Holder of ERII: VANGUARD HORIZON FUNDS-Vanguard Strategic Small-Cap Equity Fund
Shares held as of 2026-03-31: 416638 (value 3337270; 0.01% of shares outstanding; change 0.16)
Holder of ERII: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 584889 (value 4924765; 0.01% of shares outstanding; change 0.02)
Holder of ERII: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1592328 (value 13407401; 0.03% of shares outstanding; change 0.00)
Holder of ERII: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1258585 (value 10282639; 0.02% of shares outstanding; change 0.02)
Holder of ERII: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 454596 (value 3827698; 0.01% of shares outstanding; change 0.35)
Holder of ERII: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 513165 (value 4320849; 0.01% of shares outstanding; change 0.01)
Holder of ERII: Invesco Exchange-Traded Fund Trust-Invesco Water Resources ETF
Shares held as of 2026-04-30: 481424 (value 4010261; 0.01% of shares outstanding; change 0.02)
Holder of ERII: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-04-30: 522070 (value 4348843; 0.01% of shares outstanding; change 0.00)
Holder of ERII: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1209326 (value 10883934; 0.02% of shares outstanding; change -0.04)
Holder of ERII: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 426331 (value 3836979; 0.01% of shares outstanding; change 0.00)
Holder of ERII: Invesco Exchange-Traded Fund Trust-Invesco Water Resources ETF
Shares held as of 2026-05-31: 475859 (value 4006732; 0.01% of shares outstanding; change -0.01)
Holder of ERII: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-05-31: 514790 (value 4509560; 0.01% of shares outstanding; change -0.01)
Holder of ERII: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1220827 (value 10279363; 0.02% of shares outstanding; change 0.01)
Holder of ERII: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 421939 (value 3552726; 0.01% of shares outstanding; change -0.01)
Holder of ERNA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 419 (value 4428; 0.00% of shares outstanding; change 0.00)
Holder of ERNA: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 2 (value 7; 0.00% of shares outstanding; change 0.00)
Holder of ERNA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 8344 (value 65834; 0.01% of shares outstanding; change 12.70)
Holder of ERNA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 128 (value 1009; 0.00% of shares outstanding; change 0.00)
Holder of ERNA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1060 (value 4165; 0.00% of shares outstanding; change 1.53)
Holder of ERNA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 207843 (value 1224195; 0.18% of shares outstanding; change 23.91)
Holder of ERNA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 5574 (value 21905; 0.00% of shares outstanding; change -0.97)
Holder of ERNA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 2414 (value 9487; 0.00% of shares outstanding; change 1.00)
Holder of ERO: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2025-12-31: 1645058 (value 42409596; 0.02% of shares outstanding; change -0.42)
Holder of ERO: T. Rowe Price All-Cap Opportunities Fd., Inc.-T. Rowe Price All-Cap Op
Shares held as of 2025-12-31: 1884916 (value 57376844; 0.02% of shares outstanding; change -0.53)
Holder of ERO: T. Rowe Price Real Assets Fund, Inc.
Shares held as of 2025-12-31: 925889 (value 28184061; 0.01% of shares outstanding; change -0.44)
Holder of ERO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 576512 (value 14862479; 0.01% of shares outstanding; change 0.87)
Holder of ERO: Prudential Jennison Natural Resources Fd., Inc.-PGIM Jennison Natural 
Shares held as of 2026-01-31: 1446151 (value 44035299; 0.01% of shares outstanding; change 0.00)
Holder of ERO: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-01-31: 1790961 (value 46170975; 0.02% of shares outstanding; change 0.00)
Holder of ERO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 874832 (value 26638635; 0.01% of shares outstanding; change 0.77)
Holder of ERO: AIM Counselor Series TRT -Invesco Discovery Fd.
Shares held as of 2026-02-28: 1775792 (value 46135075; 0.02% of shares outstanding; change 1.00)
Holder of ERO: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-02-28: 551510 (value 16793479; 0.01% of shares outstanding; change 0.36)
Holder of ERO: JNL Series Trust-JNL/INVESCO SMALL CAP GROWTH FUND
Shares held as of 2026-03-31: 445022 (value 11561671; 0.00% of shares outstanding; change 1.00)
Holder of ERO: Prudential Jennison Small Co Fd., Inc.-PGIM JENNISON SMALL COMPANY Fd.
Shares held as of 2026-03-31: 1683184 (value 43729119; 0.02% of shares outstanding; change -0.10)
Holder of ERO: T. Rowe Price All-Cap Opportunities Fd., Inc.-T. Rowe Price All-Cap Op
Shares held as of 2026-03-31: 537149 (value 13955130; 0.01% of shares outstanding; change -0.72)
Holder of ERO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 921008 (value 23927787; 0.01% of shares outstanding; change 0.60)
Holder of ERO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 828859 (value 24360165; 0.01% of shares outstanding; change 0.00)
Holder of ERO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 509003 (value 13223897; 0.00% of shares outstanding; change 0.36)
Holder of ERO: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-04-30: 3936122 (value 115682623; 0.04% of shares outstanding; change 0.05)
Holder of ERO: Prudential Jennison Natural Resources Fd., Inc.-PGIM Jennison Natural 
Shares held as of 2026-04-30: 1320458 (value 34305498; 0.01% of shares outstanding; change -0.09)
Holder of ERO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1393091 (value 36192503; 0.01% of shares outstanding; change 0.59)
Holder of ERO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 1011725 (value 26709539; 0.01% of shares outstanding; change 0.22)
Holder of ERO: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-05-31: 4054044 (value 97824078; 0.04% of shares outstanding; change 0.03)
Holder of ERO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 1378190 (value 35805375; 0.01% of shares outstanding; change 0.36)
Holder of ERO: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-06-30: 4131296 (value 107331068; 0.04% of shares outstanding; change 0.02)
Holder of ERO.TO: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2025-12-31: 1645058 (value 71773882; 0.02% of shares outstanding; change -0.42)
Holder of ERO.TO: T. Rowe Price All-Cap Opportunities Fd., Inc.-T. Rowe Price All-Cap Op
Shares held as of 2025-12-31: 1884916 (value 82238887; 0.02% of shares outstanding; change -0.53)
Holder of ERO.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 576512 (value 25153219; 0.01% of shares outstanding; change 0.87)
Holder of ERO.TO: Prudential Jennison Natural Resources Fd., Inc.-PGIM Jennison Natural 
Shares held as of 2026-01-31: 1446151 (value 62300187; 0.01% of shares outstanding; change 0.00)
Holder of ERO.TO: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-01-31: 1790961 (value 78139630; 0.02% of shares outstanding; change 0.00)
Holder of ERO.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 874832 (value 37687764; 0.01% of shares outstanding; change 0.77)
Holder of ERO.TO: AIM Counselor Series TRT -Invesco Discovery Fd.
Shares held as of 2026-02-28: 1775792 (value 65153806; 0.02% of shares outstanding; change 1.00)
Holder of ERO.TO: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-02-28: 551510 (value 23759051; 0.01% of shares outstanding; change 0.36)
Holder of ERO.TO: JNL Series Trust-JNL/INVESCO SMALL CAP GROWTH FUND
Shares held as of 2026-03-31: 445022 (value 16327856; 0.00% of shares outstanding; change 1.00)
Holder of ERO.TO: Prudential Jennison Small Co Fd., Inc.-PGIM JENNISON SMALL COMPANY Fd.
Shares held as of 2026-03-31: 1683184 (value 61756018; 0.02% of shares outstanding; change -0.10)
Holder of ERO.TO: T. Rowe Price All-Cap Opportunities Fd., Inc.-T. Rowe Price All-Cap Op
Shares held as of 2026-03-31: 537149 (value 19707996; 0.01% of shares outstanding; change -0.72)
Holder of ERO.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 921008 (value 33791782; 0.01% of shares outstanding; change 0.60)
Holder of ERO.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 828859 (value 34041238; 0.01% of shares outstanding; change 0.00)
Holder of ERO.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 509003 (value 18675319; 0.00% of shares outstanding; change 0.36)
Holder of ERO.TO: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-04-30: 3936122 (value 161656529; 0.04% of shares outstanding; change 0.05)
Holder of ERO.TO: Prudential Jennison Natural Resources Fd., Inc.-PGIM Jennison Natural 
Shares held as of 2026-04-30: 1320458 (value 48447602; 0.01% of shares outstanding; change -0.09)
Holder of ERO.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1393091 (value 51112506; 0.01% of shares outstanding; change 0.59)
Holder of ERO.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 1011725 (value 37899217; 0.01% of shares outstanding; change 0.22)
Holder of ERO.TO: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-05-31: 4054044 (value 137391548; 0.04% of shares outstanding; change 0.03)
Holder of ERO.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 1378190 (value 50565789; 0.01% of shares outstanding; change 0.36)
Holder of ERO.TO: GLOBAL X FUNDS-Global X Copper Miners ETF
Shares held as of 2026-06-30: 4131296 (value 151577244; 0.04% of shares outstanding; change 0.02)
Holder of EROK: BlackRock ETF Trust II-iShares Total Return Active ETF
Shares held as of 2026-06-30: 15 (value 332; 0.00% of shares outstanding; change 1.00)
Holder of EROK: NXG Cushing Midstream Energy Fund
Shares held as of 2026-06-30: 230000 (value 5094499; 0.01% of shares outstanding; change 1.00)
Holder of EROK: NXG NextGen Infrastructure Income Fund
Shares held as of 2026-06-30: 200000 (value 4429999; 0.01% of shares outstanding; change 1.00)
Holder of ES: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 9463782 (value 646092365; 0.03% of shares outstanding; change 0.03)
Holder of ES: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 11779751 (value 804203561; 0.03% of shares outstanding; change 0.01)
Holder of ES: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 4791461 (value 327113026; 0.01% of shares outstanding; change 0.00)
Holder of ES: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 9533411 (value 714147852; 0.03% of shares outstanding; change 0.01)
Holder of ES: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 8109348 (value 607471288; 0.02% of shares outstanding; change -0.01)
Holder of ES: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 11939505 (value 894388363; 0.03% of shares outstanding; change 0.01)
Holder of ES: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 3473654 (value 260211433; 0.01% of shares outstanding; change 0.01)
Holder of ES: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 4807987 (value 337136061; 0.01% of shares outstanding; change 0.00)
Holder of ES: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-04-30: 6232984 (value 428143686; 0.02% of shares outstanding; change -0.03)
Holder of ES: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 4472060 (value 307185812; 0.01% of shares outstanding; change 0.03)
Holder of ES: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-04-30: 4030435 (value 276850589; 0.01% of shares outstanding; change 0.15)
Holder of ES: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 4852915 (value 355378981; 0.01% of shares outstanding; change 0.01)
Holder of ES: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-04-30: 4452444 (value 312205385; 0.01% of shares outstanding; change 0.00)
Holder of ES: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 4801309 (value 359666074; 0.01% of shares outstanding; change 0.00)
Holder of ES: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-05-31: 6105124 (value 455625387; 0.02% of shares outstanding; change -0.02)
Holder of ES: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 4515878 (value 337019962; 0.01% of shares outstanding; change 0.01)
Holder of ES: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-05-31: 4023058 (value 300240807; 0.01% of shares outstanding; change 0.00)
Holder of ES: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 4943143 (value 370290860; 0.01% of shares outstanding; change 0.02)
Holder of ES: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 4433434 (value 332108557; 0.01% of shares outstanding; change 0.00)
Holder of ES: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-06-30: 6144327 (value 460271558; 0.02% of shares outstanding; change 0.01)
Holder of ES: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 4538768 (value 339999127; 0.01% of shares outstanding; change 0.01)
Holder of ES: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-06-30: 4005848 (value 300078088; 0.01% of shares outstanding; change 0.00)
Holder of ESAB: -Price (T.Rowe) Mid-Cap Value Equity Trust
Shares held as of 2025-12-31: 879083 (value 81253641; 0.01% of shares outstanding; change 0.33)
Holder of ESAB: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2025-12-31: 2507000 (value 231722010; 0.04% of shares outstanding; change 0.00)
Holder of ESAB: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 1399633 (value 129368078; 0.02% of shares outstanding; change 0.31)
Holder of ESAB: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 861183 (value 75741042; 0.01% of shares outstanding; change -0.32)
Holder of ESAB: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 1038008 (value 95943079; 0.02% of shares outstanding; change 0.05)
Holder of ESAB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1308076 (value 120905465; 0.02% of shares outstanding; change -0.04)
Holder of ESAB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 843880 (value 77999828; 0.01% of shares outstanding; change -0.04)
Holder of ESAB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1824553 (value 168643434; 0.03% of shares outstanding; change 0.00)
Holder of ESAB: -Price (T.Rowe) Mid-Cap Value Equity Trust
Shares held as of 2026-03-31: 963978 (value 81398304; 0.02% of shares outstanding; change 0.10)
Holder of ESAB: -Price (T.Rowe) U.S. Mid-Cap Growth Equity Trust
Shares held as of 2026-03-31: 878123 (value 74148708; 0.01% of shares outstanding; change 0.06)
Holder of ESAB: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 989419 (value 88830036; 0.02% of shares outstanding; change 0.02)
Holder of ESAB: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 2504800 (value 211505318; 0.04% of shares outstanding; change 0.00)
Holder of ESAB: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 1551138 (value 130978096; 0.03% of shares outstanding; change 0.11)
Holder of ESAB: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 1066547 (value 90059231; 0.02% of shares outstanding; change 0.03)
Holder of ESAB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1330199 (value 112322006; 0.02% of shares outstanding; change 0.02)
Holder of ESAB: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 847099 (value 71529041; 0.01% of shares outstanding; change 0.00)
Holder of ESAB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1841566 (value 155501837; 0.03% of shares outstanding; change 0.01)
Holder of ESAB: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1927663 (value 197161369; 0.03% of shares outstanding; change 0.02)
Holder of ESAB: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1936036 (value 163478884; 0.03% of shares outstanding; change 0.00)
Holder of ESAB: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 894906 (value 75565864; 0.01% of shares outstanding; change -0.10)
Holder of ESCA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 87469 (value 1641793; 0.01% of shares outstanding; change 0.00)
Holder of ESCA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 301969 (value 5667958; 0.02% of shares outstanding; change 0.00)
Holder of ESCA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 57974 (value 1091070; 0.00% of shares outstanding; change -0.06)
Holder of ESCA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 56160 (value 1047945; 0.00% of shares outstanding; change 0.00)
Holder of ESCA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 102477 (value 1912220; 0.01% of shares outstanding; change 0.00)
Holder of ESCA: NORTHERN LIGHTS FUND TRUST II-North Star Dividend Fund
Shares held as of 2026-02-28: 143000 (value 2664089; 0.01% of shares outstanding; change 0.00)
Holder of ESCA: NORTHERN LIGHTS FUND TRUST II-North Star Micro Cap Fund
Shares held as of 2026-02-28: 214000 (value 3986819; 0.02% of shares outstanding; change 0.00)
Holder of ESCA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 87469 (value 1629547; 0.01% of shares outstanding; change 0.00)
Holder of ESCA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 301969 (value 5625682; 0.02% of shares outstanding; change 0.00)