speb/financial-data huggingface dataset:
Holder of EGHT: Vanguard Explorer Fund
Shares held as of 2026-04-30: 1265102 (value 2201277; 0.01% of shares outstanding; change 0.00)
Holder of EGHT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3163646 (value 5789472; 0.03% of shares outstanding; change -0.04)
Holder of EGHT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3288648 (value 5722247; 0.03% of shares outstanding; change 0.04)
Holder of EGHT: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 1241248 (value 2159771; 0.01% of shares outstanding; change 0.03)
Holder of EGLX.TO: DFA International Vector Equity Port
Shares held as of 2023-07-31: 16282 (value 814; 0.00% of shares outstanding; change 0.00)
Holder of EGO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1896110 (value 56105895; 0.01% of shares outstanding; change 0.00)
Holder of EGO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 2701300 (value 87441078; 0.01% of shares outstanding; change -0.03)
Holder of EGO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2969849 (value 92332605; 0.01% of shares outstanding; change 0.00)
Holder of EGO: VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund
Shares held as of 2026-01-31: 1761714 (value 57026680; 0.01% of shares outstanding; change -0.20)
Holder of EGO: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 8445735 (value 236058299; 0.03% of shares outstanding; change 0.00)
Holder of EGO: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-03-31: 3821500 (value 129281351; 0.01% of shares outstanding; change 0.06)
Holder of EGO: Prudential Jennison Small Co Fd., Inc.-PGIM JENNISON SMALL COMPANY Fd.
Shares held as of 2026-03-31: 2799474 (value 89247228; 0.01% of shares outstanding; change -0.09)
Holder of EGO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1946310 (value 62048361; 0.01% of shares outstanding; change 0.03)
Holder of EGO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 1960425 (value 60106630; 0.01% of shares outstanding; change 0.08)
Holder of EGO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 2671144 (value 85156068; 0.01% of shares outstanding; change -0.01)
Holder of EGO: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-04-30: 2941400 (value 91448126; 0.01% of shares outstanding; change -0.23)
Holder of EGO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3496595 (value 111471445; 0.01% of shares outstanding; change 0.18)
Holder of EGO: VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund
Shares held as of 2026-04-30: 1962814 (value 62574508; 0.01% of shares outstanding; change 0.11)
Holder of EGO: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-04-30: 9038788 (value 267457738; 0.03% of shares outstanding; change 0.26)
Holder of EGO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 5083222 (value 150412539; 0.02% of shares outstanding; change 0.23)
Holder of EGO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 1919125 (value 64636130; 0.01% of shares outstanding; change -0.02)
Holder of EGO: Fidelity Select Portfolios-Select Gold Portfolio
Shares held as of 2026-05-31: 2454500 (value 78249457; 0.01% of shares outstanding; change -0.17)
Holder of EGO: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-05-31: 8925831 (value 284555484; 0.03% of shares outstanding; change -0.01)
Holder of EGO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 4974575 (value 150580387; 0.02% of shares outstanding; change -0.02)
Holder of EGO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 1917753 (value 61137964; 0.01% of shares outstanding; change 0.00)
Holder of EGO: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 13150535 (value 419239044; 0.05% of shares outstanding; change 0.56)
Holder of EGO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 5672132 (value 180827563; 0.02% of shares outstanding; change 0.14)
Holder of EGP: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2025-12-31: 944693 (value 187247605; 0.02% of shares outstanding; change -0.06)
Holder of EGP: COHEN & STEERS REAL ESTATE SECURITIES Fd. INC-Cohen & Steers Real Esta
Shares held as of 2025-12-31: 1071172 (value 216280342; 0.02% of shares outstanding; change 0.13)
Holder of EGP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 573683 (value 115832336; 0.01% of shares outstanding; change 0.01)
Holder of EGP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1210477 (value 244407415; 0.02% of shares outstanding; change -0.04)
Holder of EGP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 780562 (value 157603276; 0.01% of shares outstanding; change -0.04)
Holder of EGP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1686427 (value 340506481; 0.03% of shares outstanding; change 0.00)
Holder of EGP: Principal Funds, Inc-Real Estate Securities Fund
Shares held as of 2026-01-31: 719707 (value 146258857; 0.01% of shares outstanding; change 0.00)
Holder of EGP: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 1991073 (value 404625857; 0.04% of shares outstanding; change 0.02)
Holder of EGP: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2026-03-31: 939760 (value 200262861; 0.02% of shares outstanding; change -0.01)
Holder of EGP: COHEN & STEERS REAL ESTATE SECURITIES Fd. INC-Cohen & Steers Real Esta
Shares held as of 2026-03-31: 1093265 (value 232974778; 0.02% of shares outstanding; change 0.02)
Holder of EGP: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 917874 (value 188430347; 0.02% of shares outstanding; change 0.06)
Holder of EGP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 593914 (value 126563077; 0.01% of shares outstanding; change 0.04)
Holder of EGP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1229745 (value 262058667; 0.02% of shares outstanding; change 0.02)
Holder of EGP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 783115 (value 166881811; 0.01% of shares outstanding; change 0.00)
Holder of EGP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1699600 (value 362184770; 0.03% of shares outstanding; change 0.01)
Holder of EGP: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-04-30: 917874 (value 193974314; 0.02% of shares outstanding; change 0.00)
Holder of EGP: Principal Funds, Inc-Real Estate Securities Fund
Shares held as of 2026-04-30: 722416 (value 153946854; 0.01% of shares outstanding; change 0.00)
Holder of EGP: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 1980619 (value 422069920; 0.04% of shares outstanding; change -0.01)
Holder of EGP: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1798485 (value 365488123; 0.03% of shares outstanding; change 0.02)
Holder of EGP: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 917874 (value 195598955; 0.02% of shares outstanding; change 0.00)
Holder of EGP: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1806386 (value 384940867; 0.03% of shares outstanding; change 0.00)
Holder of EGY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1137370 (value 5937071; 0.01% of shares outstanding; change -0.06)
Holder of EGY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3270938 (value 17074295; 0.03% of shares outstanding; change 0.00)
Holder of EGY: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 663545 (value 3616320; 0.01% of shares outstanding; change 0.02)
Holder of EGY: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1023707 (value 5579202; 0.01% of shares outstanding; change 0.00)
Holder of EGY: VANGUARD WORLD FUND-Vanguard Energy Index Fund
Shares held as of 2026-02-28: 1066770 (value 5920573; 0.01% of shares outstanding; change 0.05)
Holder of EGY: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 1156700 (value 6118942; 0.01% of shares outstanding; change 1.00)
Holder of EGY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1158161 (value 6427793; 0.01% of shares outstanding; change 0.02)
Holder of EGY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3270938 (value 18153706; 0.03% of shares outstanding; change 0.00)
Holder of EGY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2553605 (value 13329817; 0.02% of shares outstanding; change 0.02)
Holder of EGY: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 787611 (value 4111329; 0.01% of shares outstanding; change 0.00)
Holder of EGY: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 4175067 (value 22086104; 0.04% of shares outstanding; change 0.00)
Holder of EGY: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 678544 (value 3447003; 0.01% of shares outstanding; change 0.13)
Holder of EGY: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 686133 (value 3808038; 0.01% of shares outstanding; change 0.03)
Holder of EGY: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 1239900 (value 6298691; 0.01% of shares outstanding; change 0.07)
Holder of EGY: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1027531 (value 5702797; 0.01% of shares outstanding; change 0.00)
Holder of EGY: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-04-30: 1417345 (value 7738703; 0.01% of shares outstanding; change 0.03)
Holder of EGY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2453725 (value 12415848; 0.02% of shares outstanding; change -0.04)
Holder of EGY: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 778626 (value 3939847; 0.01% of shares outstanding; change -0.01)
Holder of EGY: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 4228231 (value 21394848; 0.04% of shares outstanding; change 0.01)
Holder of EGY: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 1239900 (value 6881445; 0.01% of shares outstanding; change 0.00)
Holder of EGY: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-05-31: 1493488 (value 7803474; 0.01% of shares outstanding; change 0.05)
Holder of EGY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2477045 (value 13747600; 0.02% of shares outstanding; change 0.01)
Holder of EGY: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 785215 (value 4357943; 0.01% of shares outstanding; change 0.01)
Holder of EGY: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 4383523 (value 24328553; 0.04% of shares outstanding; change 0.04)
Holder of EGY: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-06-30: 2841842 (value 15772223; 0.03% of shares outstanding; change 0.90)
Holder of EGY.L: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 663545 (value 282006625; 0.01% of shares outstanding; change 0.02)
Holder of EGY.L: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1023707 (value 435075475; 0.01% of shares outstanding; change 0.00)
Holder of EGY.L: VANGUARD WORLD FUND-Vanguard Energy Index Fund
Shares held as of 2026-02-28: 1066770 (value 437375700; 0.01% of shares outstanding; change 0.05)
Holder of EGY.L: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 1156700 (value 474247000; 0.01% of shares outstanding; change 1.00)
Holder of EGY.L: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1158161 (value 474846010; 0.01% of shares outstanding; change 0.02)
Holder of EGY.L: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3270938 (value 1341084580; 0.03% of shares outstanding; change 0.00)
Holder of EGY.L: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 4175067 (value 1711777470; 0.04% of shares outstanding; change 0.00)
Holder of EGY.L: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 678544 (value 268024880; 0.01% of shares outstanding; change 0.13)
Holder of EGY.L: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 686133 (value 281314530; 0.01% of shares outstanding; change 0.03)
Holder of EGY.L: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 1239900 (value 489760500; 0.01% of shares outstanding; change 0.07)
Holder of EGY.L: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1027531 (value 421287710; 0.01% of shares outstanding; change 0.00)
Holder of EGY.L: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-04-30: 1417345 (value 588198175; 0.01% of shares outstanding; change 0.03)
Holder of EGY.L: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2453725 (value 969221375; 0.02% of shares outstanding; change -0.04)
Holder of EGY.L: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 778626 (value 307557270; 0.01% of shares outstanding; change -0.01)
Holder of EGY.L: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 4228231 (value 1670151245; 0.04% of shares outstanding; change 0.01)
Holder of EGY.L: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 1239900 (value 508359000; 0.01% of shares outstanding; change 0.00)
Holder of EGY.L: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-05-31: 1493488 (value 604862640; 0.01% of shares outstanding; change 0.05)
Holder of EGY.L: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2477045 (value 1015588450; 0.02% of shares outstanding; change 0.01)
Holder of EGY.L: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 785215 (value 321938150; 0.01% of shares outstanding; change 0.01)
Holder of EGY.L: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 4383523 (value 1797244430; 0.04% of shares outstanding; change 0.04)
Holder of EGY.L: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-06-30: 2841842 (value 1165155220; 0.03% of shares outstanding; change 0.90)
Holder of EH: -REX Drone ETF
Shares held as of 2025-12-31: 143284 (value 1455765; 0.00% of shares outstanding; change 1.00)
Holder of EH: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-01-31: 693205 (value 4540492; 0.01% of shares outstanding; change 0.07)
Holder of EH: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 180920 (value 1185026; 0.00% of shares outstanding; change 0.00)
Holder of EH: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 709434 (value 4646792; 0.01% of shares outstanding; change 0.00)
Holder of EH: -REX Drone ETF
Shares held as of 2026-03-31: 434572 (value 2129402; 0.01% of shares outstanding; change 2.03)
Holder of EH: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 33547 (value 264853; 0.00% of shares outstanding; change 0.00)
Holder of EH: Fidelity Investment Trust-Fidelity Pacific Basin Fund
Shares held as of 2026-03-31: 281900 (value 2864103; 0.01% of shares outstanding; change 0.00)
Holder of EH: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 33547 (value 219732; 0.00% of shares outstanding; change 0.00)
Holder of EH: Fidelity Investment Trust-Fidelity Pacific Basin Fund
Shares held as of 2026-04-30: 281900 (value 1846445; 0.01% of shares outstanding; change 0.00)
Holder of EH: GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF
Shares held as of 2026-04-30: 388283 (value 2574316; 0.01% of shares outstanding; change 0.01)
Holder of EH: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-04-30: 38725 (value 256746; 0.00% of shares outstanding; change 0.01)
Holder of EH: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-04-30: 46764 (value 319865; 0.00% of shares outstanding; change 0.00)
Holder of EH: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-04-30: 978208 (value 6485519; 0.02% of shares outstanding; change 0.00)
Holder of EH: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-04-30: 678203 (value 3323194; 0.01% of shares outstanding; change -0.02)
Holder of EH: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 175776 (value 861302; 0.00% of shares outstanding; change -0.03)
Holder of EH: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Total World Stock Index Fd.
Shares held as of 2026-04-30: 32268 (value 183120; 0.00% of shares outstanding; change 0.00)
Holder of EH: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 709434 (value 3476226; 0.01% of shares outstanding; change 0.00)
Holder of EH: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 33547 (value 164380; 0.00% of shares outstanding; change 0.00)
Holder of EH: GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF
Shares held as of 2026-05-31: 395765 (value 2026316; 0.01% of shares outstanding; change 0.02)
Holder of EH: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-05-31: 36295 (value 185830; 0.00% of shares outstanding; change -0.06)
Holder of EH: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-05-31: 46764 (value 239431; 0.00% of shares outstanding; change 0.00)
Holder of EH: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-05-31: 964556 (value 5473855; 0.02% of shares outstanding; change -0.01)
Holder of EH: GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF
Shares held as of 2026-06-30: 395163 (value 1936298; 0.01% of shares outstanding; change 0.00)
Holder of EH: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-06-30: 34102 (value 167099; 0.00% of shares outstanding; change -0.06)
Holder of EH: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-06-30: 46764 (value 229143; 0.00% of shares outstanding; change 0.00)
Holder of EH: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-06-30: 1530026 (value 7497127; 0.03% of shares outstanding; change 0.59)
Holder of EH: SPDR SERIES TRUST-State Street SPDR S&P Kensho Smart Mobility ETF
Shares held as of 2026-06-30: 45114 (value 221058; 0.00% of shares outstanding; change 1.32)
Holder of EHC: -Price (T.Rowe) U.S. Large Cap Core Trust
Shares held as of 2025-12-31: 1213821 (value 128482950; 0.01% of shares outstanding; change 0.67)
Holder of EHC: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2025-12-31: 1262500 (value 133635623; 0.01% of shares outstanding; change 0.27)
Holder of EHC: T. Rowe Price U.S. Large-Cap Core Fund, Inc.
Shares held as of 2025-12-31: 1028616 (value 108879002; 0.01% of shares outstanding; change 0.55)
Holder of EHC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1083134 (value 114649732; 0.01% of shares outstanding; change 0.00)
Holder of EHC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2283296 (value 241686878; 0.02% of shares outstanding; change -0.04)
Holder of EHC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1472150 (value 155827075; 0.01% of shares outstanding; change -0.04)
Holder of EHC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3167776 (value 335309084; 0.03% of shares outstanding; change 0.00)
Holder of EHC: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-01-31: 1600016 (value 157889579; 0.02% of shares outstanding; change 0.53)
Holder of EHC: -Price (T.Rowe) U.S. Large Cap Core Trust
Shares held as of 2026-03-31: 1139754 (value 128666828; 0.01% of shares outstanding; change -0.06)
Holder of EHC: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 2124246 (value 215547244; 0.02% of shares outstanding; change 0.08)
Holder of EHC: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 1486500 (value 167810984; 0.02% of shares outstanding; change 0.18)
Holder of EHC: T. Rowe Price U.S. Large-Cap Core Fund, Inc.
Shares held as of 2026-03-31: 1076126 (value 121483863; 0.01% of shares outstanding; change 0.05)
Holder of EHC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1122563 (value 126726136; 0.01% of shares outstanding; change 0.04)
Holder of EHC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2292268 (value 258774133; 0.02% of shares outstanding; change 0.00)
Holder of EHC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1459734 (value 164789370; 0.01% of shares outstanding; change -0.01)
Holder of EHC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3154748 (value 356139499; 0.03% of shares outstanding; change 0.00)
Holder of EHC: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 2124246 (value 239806129; 0.02% of shares outstanding; change 0.00)
Holder of EHC: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-04-30: 1600016 (value 180625805; 0.02% of shares outstanding; change 0.00)
Holder of EHC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 3396687 (value 335185074; 0.03% of shares outstanding; change 0.02)
Holder of EHC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 3413338 (value 385331724; 0.03% of shares outstanding; change 0.00)
Holder of EHI: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 2 (value 11; 0.00% of shares outstanding; change 1.00)
Holder of EHI: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 2 (value 12; 0.00% of shares outstanding; change 1.00)
Holder of EHI: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 4 (value 24; 0.00% of shares outstanding; change 1.00)
Holder of EHI: ALLSPRING FUNDS TRUST-Allspring Diversified Income Builder Fund
Shares held as of 2026-03-31: 1456 (value 8619; 0.00% of shares outstanding; change 1.00)
Holder of EHI: Allspring Global Dividend Opportunity Fund
Shares held as of 2026-03-31: 516 (value 3054; 0.00% of shares outstanding; change 1.00)
Holder of EHI: Allspring Utilities & High Income Fund
Shares held as of 2026-03-31: 379 (value 2243; 0.00% of shares outstanding; change 1.00)
Holder of EHI: GraniteShares ETF Trust-GraniteShares HIPS US High Income ETF
Shares held as of 2026-03-31: 382573 (value 2215097; 0.02% of shares outstanding; change -0.10)
Holder of EHI: INVESTMENT MANAGERS SERIES TRUST-Robinson Opportunistic Income Fund
Shares held as of 2026-03-31: 98410 (value 569793; 0.00% of shares outstanding; change 0.00)
Holder of EHI: Modern Capital Funds Trust-Modern Capital Tactical Income Fund
Shares held as of 2026-03-31: 131123 (value 759202; 0.01% of shares outstanding; change 1.00)
Holder of EHI: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 158 (value 914; 0.00% of shares outstanding; change 78.00)
Holder of EHI: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 420 (value 2431; 0.00% of shares outstanding; change 104.00)
Holder of EHI: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-03-31: 5592 (value 33104; 0.00% of shares outstanding; change 0.00)
Holder of EHI: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 298153 (value 1782954; 0.01% of shares outstanding; change -0.14)
Holder of EHI: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-04-30: 5592 (value 33440; 0.00% of shares outstanding; change 0.00)
Holder of EHI: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 289721 (value 1712251; 0.01% of shares outstanding; change -0.03)
Holder of EHI: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-05-31: 5592 (value 32377; 0.00% of shares outstanding; change 0.00)
Holder of EHI: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 289082 (value 1673784; 0.01% of shares outstanding; change 0.00)
Holder of EHLD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 2014 (value 17622; 0.00% of shares outstanding; change 0.00)
Holder of EHLD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 2014 (value 16957; 0.00% of shares outstanding; change 0.00)
Holder of EHLD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2014 (value 16615; 0.00% of shares outstanding; change 0.00)
Holder of EHTH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 311691 (value 483121; 0.01% of shares outstanding; change -0.06)
Holder of EHTH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 819051 (value 1269529; 0.03% of shares outstanding; change 0.00)
Holder of EHTH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 131427 (value 205026; 0.00% of shares outstanding; change 0.59)
Holder of EHTH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 121346 (value 189299; 0.00% of shares outstanding; change 0.09)
Holder of EHTH: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 142427 (value 212216; 0.00% of shares outstanding; change -0.23)
Holder of EHTH: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 293158 (value 457326; 0.01% of shares outstanding; change 0.04)
Holder of EHTH: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 142118 (value 190438; 0.00% of shares outstanding; change 0.01)
Holder of EHTH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 161265 (value 278988; 0.01% of shares outstanding; change 0.00)
Holder of EHTH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 311691 (value 417665; 0.01% of shares outstanding; change 0.00)
Holder of EHTH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 819051 (value 1097528; 0.03% of shares outstanding; change 0.00)
Holder of EHTH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 688203 (value 1066714; 0.02% of shares outstanding; change 0.02)
Holder of EHTH: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 264465 (value 409920; 0.01% of shares outstanding; change 0.00)
Holder of EHTH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 125543 (value 168227; 0.00% of shares outstanding; change -0.04)
Holder of EHTH: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 121346 (value 162603; 0.00% of shares outstanding; change 0.00)
Holder of EHTH: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 99505 (value 133336; 0.00% of shares outstanding; change -0.30)
Holder of EHTH: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-04-30: 100745 (value 134998; 0.00% of shares outstanding; change 0.00)
Holder of EHTH: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 292366 (value 391770; 0.01% of shares outstanding; change 0.00)
Holder of EHTH: Voya VARIABLE PORTFOLIOS INC-Voya Index Plus SmallCap Portfolio
Shares held as of 2026-04-30: 119159 (value 177546; 0.00% of shares outstanding; change 0.00)
Holder of EHTH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 661190 (value 1057904; 0.02% of shares outstanding; change -0.04)
Holder of EHTH: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 261450 (value 418320; 0.01% of shares outstanding; change -0.01)
Holder of EHTH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 667497 (value 894446; 0.02% of shares outstanding; change 0.01)
Holder of EHTH: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 263661 (value 353305; 0.01% of shares outstanding; change 0.01)
Holder of EIC: Herzfeld Caribbean Basin Fund, Inc.-Herzfeld Credit Income Fund Inc
Shares held as of 2025-12-31: 299940 (value 3155368; 0.01% of shares outstanding; change 1.00)
Holder of EIC: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 90000 (value 946800; 0.00% of shares outstanding; change 1.00)
Holder of EIC: High Income Securities Fund
Shares held as of 2026-02-28: 46143 (value 460045; 0.00% of shares outstanding; change 1.00)
Holder of EIC: -RiverNorth Active Income ETF
Shares held as of 2026-03-31: 19011 (value 189539; 0.00% of shares outstanding; change 0.27)
Holder of EIC: Herzfeld Caribbean Basin Fund, Inc.-Herzfeld Credit Income Fund Inc
Shares held as of 2026-03-31: 386797 (value 3856366; 0.02% of shares outstanding; change 0.29)
Holder of EIC: RIVERNORTH FUNDS-RiverNorth/DoubleLine Strategic Income Fund
Shares held as of 2026-03-31: 110000 (value 1096700; 0.00% of shares outstanding; change 1.00)
Holder of EIC: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 150000 (value 1495500; 0.01% of shares outstanding; change 0.67)
Holder of EIC: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 96328 (value 960390; 0.00% of shares outstanding; change 1.00)
Holder of EIC: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-04-30: 53414 (value 539481; 0.00% of shares outstanding; change 0.05)
Holder of EIC: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-05-31: 53414 (value 528264; 0.00% of shares outstanding; change 0.00)
Holder of EIF.TO: -Price (T.Rowe) International Small-Cap Equity Trust
Shares held as of 2025-12-31: 192261 (value 23071320; 0.00% of shares outstanding; change -0.03)
Holder of EIF.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 155785 (value 18694200; 0.00% of shares outstanding; change 0.92)
Holder of EIF.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 126902 (value 16790403; 0.00% of shares outstanding; change 0.08)
Holder of EIF.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 121007 (value 16003175; 0.00% of shares outstanding; change 0.00)
Holder of EIF.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 65157 (value 8620922; 0.00% of shares outstanding; change 0.09)
Holder of EIF.TO: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-01-31: 662851 (value 79542120; 0.01% of shares outstanding; change -0.21)
Holder of EIF.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 59480 (value 7869798; 0.00% of shares outstanding; change 0.99)
Holder of EIF.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 225944 (value 29894650; 0.00% of shares outstanding; change 0.87)
Holder of EIF.TO: -Price (T.Rowe) International Small-Cap Equity Trust
Shares held as of 2026-03-31: 151867 (value 19074494; 0.00% of shares outstanding; change -0.21)
Holder of EIF.TO: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-03-31: 651399 (value 86147517; 0.01% of shares outstanding; change -0.02)
Holder of EIF.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 267876 (value 33645225; 0.00% of shares outstanding; change 0.72)
Holder of EIF.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 126902 (value 15938891; 0.00% of shares outstanding; change 0.00)
Holder of EIF.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 121007 (value 15198479; 0.00% of shares outstanding; change 0.00)
Holder of EIF.TO: Dimensional ETF Trust-Dimensional International Core Equity 2 ETF
Shares held as of 2026-04-30: 55142 (value 6925835; 0.00% of shares outstanding; change 0.19)
Holder of EIF.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 67269 (value 8448986; 0.00% of shares outstanding; change 0.03)
Holder of EIF.TO: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-04-30: 170442 (value 22540954; 0.00% of shares outstanding; change 0.00)
Holder of EIF.TO: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Discovery Fd.
Shares held as of 2026-04-30: 651399 (value 81815713; 0.01% of shares outstanding; change 0.00)
Holder of EIF.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 102785 (value 12909795; 0.00% of shares outstanding; change 0.73)
Holder of EIF.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 398821 (value 50091916; 0.01% of shares outstanding; change 0.77)
Holder of EIF.TO: iShares Trust-iShares Core MSCI International Developed Markets ETF
Shares held as of 2026-04-30: 47005 (value 6248844; 0.00% of shares outstanding; change 0.01)
Holder of EIF.TO: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-05-31: 170266 (value 21385409; 0.00% of shares outstanding; change 0.00)
Holder of EIG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 242954 (value 10568499; 0.01% of shares outstanding; change -0.04)
Holder of EIG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 510861 (value 22222453; 0.03% of shares outstanding; change -0.09)
Holder of EIG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 328902 (value 14307237; 0.02% of shares outstanding; change -0.08)
Holder of EIG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 754735 (value 32830972; 0.04% of shares outstanding; change -0.02)
Holder of EIG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 447157 (value 20801743; 0.02% of shares outstanding; change -0.06)
Holder of EIG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 219920 (value 10230678; 0.01% of shares outstanding; change 0.01)
Holder of EIG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 250034 (value 12449193; 0.01% of shares outstanding; change 0.03)
Holder of EIG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 470830 (value 23442626; 0.03% of shares outstanding; change -0.08)
Holder of EIG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 298768 (value 14875658; 0.02% of shares outstanding; change -0.09)
Holder of EIG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 647462 (value 32237133; 0.04% of shares outstanding; change -0.14)
Holder of EIG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 502850 (value 21873975; 0.03% of shares outstanding; change -0.04)
Holder of EIG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 471128 (value 21921585; 0.03% of shares outstanding; change 0.00)
Holder of EIG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 194709 (value 9694561; 0.01% of shares outstanding; change 0.00)
Holder of EIG: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 447157 (value 22263947; 0.02% of shares outstanding; change 0.00)
Holder of EIG: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 222245 (value 11065578; 0.01% of shares outstanding; change 0.01)
Holder of EIG: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 202836 (value 9435930; 0.01% of shares outstanding; change 0.00)
Holder of EIG: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1112978 (value 51775737; 0.06% of shares outstanding; change -0.01)
Holder of EIG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 481450 (value 25001698; 0.03% of shares outstanding; change -0.04)
Holder of EIG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 469718 (value 24392455; 0.03% of shares outstanding; change 0.00)
Holder of EIG: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 204708 (value 10375625; 0.01% of shares outstanding; change 0.01)
Holder of EIG: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1092678 (value 54404438; 0.06% of shares outstanding; change -0.02)
Holder of EIG: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 472650 (value 23533243; 0.03% of shares outstanding; change -0.02)
Holder of EIG: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 467434 (value 23273539; 0.03% of shares outstanding; change 0.00)
Holder of EIIA: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-01-31: 62409 (value 1575546; 0.04% of shares outstanding; change -0.20)
Holder of EIIA: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-04-30: 21857 (value 552763; 0.02% of shares outstanding; change -0.65)
Holder of EIKN: BlackRock Funds-BlackRock Health Sciences Opportunities Portfolio
Shares held as of 2026-02-28: 722389 (value 6429261; 0.01% of shares outstanding; change 1.00)
Holder of EIKN: BlackRock Large Cap Series Fd.s, Inc.-BlackRock Event Driven Eqy. Fd.
Shares held as of 2026-02-28: 124234 (value 1346696; 0.00% of shares outstanding; change 1.00)
Holder of EIKN: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 466011 (value 4147497; 0.01% of shares outstanding; change 1.00)
Holder of EIKN: AB CAP FUND, INC.-AB Small Cap Growth Portfolio
Shares held as of 2026-03-31: 455170 (value 3982737; 0.01% of shares outstanding; change -0.03)
Holder of EIKN: BlackRock Health Sciences Term Trust
Shares held as of 2026-03-31: 121628 (value 1318447; 0.00% of shares outstanding; change 1.00)
Holder of EIKN: Fidelity Contrafund
Shares held as of 2026-03-31: 1275800 (value 13829672; 0.02% of shares outstanding; change 0.37)
Holder of EIKN: Fidelity Contrafund-Fidelity Contrafund K6
Shares held as of 2026-03-31: 268874 (value 2914594; 0.01% of shares outstanding; change 0.38)
Holder of EIKN: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 464200 (value 4159232; 0.01% of shares outstanding; change 0.06)
Holder of EIKN: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-03-31: 130698 (value 1171054; 0.00% of shares outstanding; change 0.06)
Holder of EIKN: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 470430 (value 4215052; 0.01% of shares outstanding; change 0.54)
Holder of EIKN: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1143637 (value 10178368; 0.02% of shares outstanding; change 1.00)
Holder of EIKN: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2026-03-31: 349098 (value 3106972; 0.01% of shares outstanding; change 1.00)
Holder of EIKN: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 331160 (value 2947323; 0.01% of shares outstanding; change 1.00)
Holder of EIKN: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 717600 (value 6386639; 0.01% of shares outstanding; change 1.00)
Holder of EIKN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 236025 (value 2114784; 0.00% of shares outstanding; change 1.00)
Holder of EIKN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 711917 (value 6336061; 0.01% of shares outstanding; change 1.00)
Holder of EIKN: AB CAP FUND, INC.-AB Small Cap Growth Portfolio
Shares held as of 2026-04-30: 490769 (value 6154243; 0.01% of shares outstanding; change 0.08)
Holder of EIKN: Fidelity Contrafund
Shares held as of 2026-04-30: 1275800 (value 16649190; 0.02% of shares outstanding; change 0.00)
Holder of EIKN: Fidelity Contrafund-Fidelity Contrafund K6
Shares held as of 2026-04-30: 267540 (value 2397158; 0.00% of shares outstanding; change -0.01)
Holder of EIKN: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 524000 (value 6838200; 0.01% of shares outstanding; change 0.13)
Holder of EIKN: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-04-30: 489388 (value 6386513; 0.01% of shares outstanding; change 0.04)
Holder of EIKN: Fidelity Contrafund
Shares held as of 2026-05-31: 1275800 (value 11354619; 0.02% of shares outstanding; change 0.00)
Holder of EIKN: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 602300 (value 5360469; 0.01% of shares outstanding; change 0.15)
Holder of EIKN: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 974333 (value 8671563; 0.02% of shares outstanding; change 0.99)
Holder of EIM: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 62382 (value 615710; 0.00% of shares outstanding; change 0.00)
Holder of EIM: HC Capital Trust-The Intermediate Term Municipal Bond Portfolio
Shares held as of 2025-12-31: 82382 (value 813110; 0.00% of shares outstanding; change 0.00)
Holder of EIM: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 539493 (value 5324795; 0.01% of shares outstanding; change 0.64)
Holder of EIM: RiverNorth Flexible Municipal Income Fund Inc.
Shares held as of 2025-12-31: 148463 (value 1465329; 0.00% of shares outstanding; change 0.93)
Holder of EIM: RiverNorth Managed Duration Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 207830 (value 2051282; 0.00% of shares outstanding; change 3.59)
Holder of EIM: RiverNorth Managed Duration Municipal Income Fund Inc.
Shares held as of 2025-12-31: 481758 (value 4754951; 0.01% of shares outstanding; change 4.71)
Holder of EIM: RiverNorth Opportunistic Municipal Income Fund Inc.
Shares held as of 2025-12-31: 155482 (value 1534607; 0.00% of shares outstanding; change 1.00)
Holder of EIM: Collaborative Investment Series TRT-RAREVIEW DYNAMIC FIXED INCOME ETF
Shares held as of 2026-03-31: 228407 (value 2185854; 0.00% of shares outstanding; change 1.00)
Holder of EIM: Collaborative Investment Series TRT-RAREVIEW TAX ADVANTAGED INCOME ETF
Shares held as of 2026-03-31: 208370 (value 1994100; 0.00% of shares outstanding; change 1.00)
Holder of EIM: HC Capital Trust-The Intermediate Term Municipal Bond Portfolio
Shares held as of 2026-03-31: 229813 (value 2199310; 0.00% of shares outstanding; change 1.79)
Holder of EIM: INVESTMENT MANAGERS SERIES TRUST-Robinson Tax Advantaged Income Fund
Shares held as of 2026-03-31: 1028202 (value 9839892; 0.02% of shares outstanding; change 0.52)
Holder of EIM: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2026-03-31: 539493 (value 5162947; 0.01% of shares outstanding; change 0.00)
Holder of EIM: RiverNorth Flexible Municipal Income Fund Inc.
Shares held as of 2026-03-31: 148463 (value 1420790; 0.00% of shares outstanding; change 0.00)
Holder of EIM: RiverNorth Managed Duration Municipal Income Fund II Inc.
Shares held as of 2026-03-31: 207830 (value 1988933; 0.00% of shares outstanding; change 0.00)
Holder of EIM: RiverNorth Managed Duration Municipal Income Fund Inc.
Shares held as of 2026-03-31: 481758 (value 4610423; 0.01% of shares outstanding; change 0.00)
Holder of EIM: RiverNorth Opportunistic Municipal Income Fund Inc.
Shares held as of 2026-03-31: 155482 (value 1487962; 0.00% of shares outstanding; change 0.00)
Holder of EIM: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-04-30: 476440 (value 4621467; 0.01% of shares outstanding; change 0.01)
Holder of EIM: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-05-31: 490287 (value 4875904; 0.01% of shares outstanding; change 0.03)
Holder of EIM: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-06-30: 446988 (value 4277675; 0.01% of shares outstanding; change -0.09)
Holder of EIX: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 9701363 (value 678513351; 0.03% of shares outstanding; change 0.02)
Holder of EIX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 12130920 (value 848436574; 0.03% of shares outstanding; change 0.00)
Holder of EIX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 4914031 (value 343687340; 0.01% of shares outstanding; change 0.00)
Holder of EIX: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 9779071 (value 779880912; 0.03% of shares outstanding; change 0.01)
Holder of EIX: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 8310152 (value 662734622; 0.02% of shares outstanding; change -0.01)
Holder of EIX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 12203841 (value 973256319; 0.03% of shares outstanding; change 0.01)
Holder of EIX: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 3559709 (value 283886792; 0.01% of shares outstanding; change 0.01)
Holder of EIX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 4930994 (value 356017751; 0.01% of shares outstanding; change 0.00)
Holder of EIX: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-04-30: 6392078 (value 466302070; 0.02% of shares outstanding; change -0.03)
Holder of EIX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 4618911 (value 336949543; 0.01% of shares outstanding; change 0.03)
Holder of EIX: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-04-30: 4184015 (value 305223881; 0.01% of shares outstanding; change 0.11)