speb/financial-data huggingface dataset:
Holder of EVH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 713138 (value 2816895; 0.01% of shares outstanding; change -0.52)
Holder of EVH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1267877 (value 5008114; 0.01% of shares outstanding; change -0.52)
Holder of EVH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3479555 (value 13744242; 0.03% of shares outstanding; change 0.00)
Holder of EVH: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 513382 (value 2166471; 0.00% of shares outstanding; change 0.00)
Holder of EVH: GLENMEDE FUND INC-Small Cap Equity Portfolio
Shares held as of 2026-01-31: 1025673 (value 4051408; 0.01% of shares outstanding; change -0.07)
Holder of EVH: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1147416 (value 5140423; 0.01% of shares outstanding; change 0.01)
Holder of EVH: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 574094 (value 2422676; 0.01% of shares outstanding; change 0.80)
Holder of EVH: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 539390 (value 2276225; 0.00% of shares outstanding; change -0.04)
Holder of EVH: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 582861 (value 2459673; 0.01% of shares outstanding; change 0.01)
Holder of EVH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 506882 (value 2139041; 0.00% of shares outstanding; change -0.24)
Holder of EVH: MUTUAL FUND SERIES TRUST-Eventide Healthcare & Life Sciences Fund
Shares held as of 2026-03-31: 2547558 (value 10750694; 0.02% of shares outstanding; change 1.00)
Holder of EVH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1280950 (value 5405608; 0.01% of shares outstanding; change 0.05)
Holder of EVH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3479555 (value 14683721; 0.03% of shares outstanding; change 0.00)
Holder of EVH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2768984 (value 10937486; 0.02% of shares outstanding; change -0.05)
Holder of EVH: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 654896 (value 2586839; 0.01% of shares outstanding; change -0.09)
Holder of EVH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 663874 (value 3810636; 0.01% of shares outstanding; change 0.31)
Holder of EVH: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1102918 (value 4654313; 0.01% of shares outstanding; change -0.04)
Holder of EVH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2660705 (value 15272446; 0.02% of shares outstanding; change -0.04)
Holder of EVH: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 647426 (value 3716225; 0.01% of shares outstanding; change -0.01)
Holder of EVH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 596022 (value 2515212; 0.01% of shares outstanding; change -0.10)
Holder of EVH: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2685986 (value 11334860; 0.02% of shares outstanding; change 0.01)
Holder of EVH: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 652904 (value 2755254; 0.01% of shares outstanding; change 0.01)
Holder of EVI: Conestoga Funds-Conestoga SMid Cap Fund
Shares held as of 2025-12-31: 408047 (value 7124500; 0.03% of shares outstanding; change 0.00)
Holder of EVI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 54487 (value 951342; 0.00% of shares outstanding; change 0.00)
Holder of EVI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 192708 (value 3364681; 0.02% of shares outstanding; change 0.00)
Holder of EVI: Fidelity Concord Street Trust-Fidelity Small Cap Stock Fund
Shares held as of 2026-02-28: 136700 (value 2174896; 0.01% of shares outstanding; change 1.00)
Holder of EVI: Conestoga Funds-Conestoga SMid Cap Fund
Shares held as of 2026-03-31: 269787 (value 3763528; 0.02% of shares outstanding; change -0.34)
Holder of EVI: ROYCE FUND-Royce Micro-Cap Fund
Shares held as of 2026-03-31: 109577 (value 1528599; 0.01% of shares outstanding; change 0.28)
Holder of EVI: ROYCE FUND-Royce Small-Cap Fund
Shares held as of 2026-03-31: 357028 (value 4980540; 0.03% of shares outstanding; change 0.02)
Holder of EVI: ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc
Shares held as of 2026-03-31: 247477 (value 3452304; 0.02% of shares outstanding; change 0.02)
Holder of EVI: ROYCE SMALL-CAP TRUST, INC.-Royce Small-Cap Trust, Inc
Shares held as of 2026-03-31: 81657 (value 1139115; 0.01% of shares outstanding; change 0.15)
Holder of EVI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 54487 (value 866888; 0.00% of shares outstanding; change 0.00)
Holder of EVI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 220373 (value 3074203; 0.02% of shares outstanding; change 0.14)
Holder of EVI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 151694 (value 2648577; 0.01% of shares outstanding; change 0.26)
Holder of EVI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 57242 (value 999445; 0.00% of shares outstanding; change 0.35)
Holder of EVI: Fidelity Concord Street Trust-Fidelity Small Cap Stock Fund
Shares held as of 2026-04-30: 138148 (value 1927164; 0.01% of shares outstanding; change 0.01)
Holder of EVI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 67520 (value 941903; 0.01% of shares outstanding; change 0.35)
Holder of EVI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 145792 (value 2425978; 0.01% of shares outstanding; change -0.04)
Holder of EVI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 56582 (value 941524; 0.00% of shares outstanding; change -0.01)
Holder of EVI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 147170 (value 2053021; 0.01% of shares outstanding; change 0.01)
Holder of EVI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 57066 (value 796070; 0.00% of shares outstanding; change 0.01)
Holder of EVK.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 2353423 (value 39584574; 0.01% of shares outstanding; change 0.02)
Holder of EVK.DE: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 1254733 (value 21104608; 0.00% of shares outstanding; change 0.09)
Holder of EVK.DE: GALLERY TRUST-MONDRIAN INTERNATIONAL VALUE EQUITY FUND
Shares held as of 2026-01-31: 946119 (value 15913721; 0.00% of shares outstanding; change 0.03)
Holder of EVK.DE: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-01-31: 3154616 (value 53060640; 0.01% of shares outstanding; change 0.05)
Holder of EVK.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 3699185 (value 62220290; 0.01% of shares outstanding; change 0.01)
Holder of EVK.DE: Bridge Builder Trust-Bridge Builder International Equity Fund
Shares held as of 2026-03-31: 9310085 (value 159202457; 0.02% of shares outstanding; change 0.00)
Holder of EVK.DE: LINCOLN Varbl INSURANCE Prod. TRT-LVIP Mondrian Intl Value Fd.
Shares held as of 2026-03-31: 957818 (value 16110498; 0.00% of shares outstanding; change -0.07)
Holder of EVK.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2422226 (value 41420065; 0.01% of shares outstanding; change 0.03)
Holder of EVK.DE: DFA INVESTMENT TRUST CO-The Continental Small Company Series
Shares held as of 2026-04-30: 1281521 (value 21914009; 0.00% of shares outstanding; change 0.76)
Holder of EVK.DE: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 1286465 (value 21998551; 0.00% of shares outstanding; change 0.03)
Holder of EVK.DE: Fidelity Covington Trust-Fidelity Enhanced International ETF
Shares held as of 2026-04-30: 1470363 (value 24731505; 0.00% of shares outstanding; change 0.11)
Holder of EVK.DE: Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd.
Shares held as of 2026-04-30: 1647890 (value 28178919; 0.00% of shares outstanding; change 1.00)
Holder of EVK.DE: HARTFORD MUTUAL FUNDS INC/CT-The Hartford International Value Fund
Shares held as of 2026-04-30: 3490375 (value 59685413; 0.01% of shares outstanding; change 0.11)
Holder of EVK.DE: SEI INSTITUTIONAL INVESTMENTS TRUST-SIIT World Equity EX-US Fund
Shares held as of 2026-04-30: 1649207 (value 28201440; 0.00% of shares outstanding; change 0.00)
Holder of EVK.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3652113 (value 62451133; 0.01% of shares outstanding; change -0.01)
Holder of EVK.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1821695 (value 30640909; 0.00% of shares outstanding; change 0.01)
Holder of EVK.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1836470 (value 31403637; 0.00% of shares outstanding; change 0.01)
Holder of EVK.DE: Fidelity Covington Trust-Fidelity Enhanced International ETF
Shares held as of 2026-06-30: 1620552 (value 27711439; 0.00% of shares outstanding; change 0.06)
Holder of EVLV: OBERWEIS FUNDS-Oberweis Micro-Cap Fund
Shares held as of 2025-12-31: 1052100 (value 6786044; 0.01% of shares outstanding; change 0.11)
Holder of EVLV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1503519 (value 9697697; 0.01% of shares outstanding; change 0.02)
Holder of EVLV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5343611 (value 34466289; 0.03% of shares outstanding; change 0.13)
Holder of EVLV: FINANCIAL INVESTORS TRUST-Emerald Growth Fund
Shares held as of 2026-01-31: 1488032 (value 8243697; 0.01% of shares outstanding; change 0.40)
Holder of EVLV: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1497504 (value 8296172; 0.01% of shares outstanding; change 0.01)
Holder of EVLV: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 2671238 (value 13997286; 0.01% of shares outstanding; change 0.03)
Holder of EVLV: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-03-31: 1134164 (value 6702909; 0.01% of shares outstanding; change 1.00)
Holder of EVLV: Needham Funds Inc-Needham Aggressive Growth Fund
Shares held as of 2026-03-31: 1150000 (value 6025999; 0.01% of shares outstanding; change 1.09)
Holder of EVLV: OBERWEIS FUNDS-Oberweis Micro-Cap Fund
Shares held as of 2026-03-31: 1604700 (value 8408627; 0.01% of shares outstanding; change 0.53)
Holder of EVLV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1561201 (value 8180692; 0.01% of shares outstanding; change 0.04)
Holder of EVLV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5343611 (value 28000520; 0.03% of shares outstanding; change 0.00)
Holder of EVLV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3779094 (value 24375155; 0.02% of shares outstanding; change 0.02)
Holder of EVLV: FINANCIAL INVESTORS TRUST-Emerald Growth Fund
Shares held as of 2026-04-30: 1619632 (value 8486871; 0.01% of shares outstanding; change 0.09)
Holder of EVLV: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-04-30: 1231850 (value 6824448; 0.01% of shares outstanding; change 0.09)
Holder of EVLV: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1536472 (value 8051112; 0.01% of shares outstanding; change 0.03)
Holder of EVLV: Principal Funds, Inc-SmallCap Growth Fund I
Shares held as of 2026-04-30: 1057700 (value 5542347; 0.01% of shares outstanding; change 0.03)
Holder of EVLV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3631317 (value 23167802; 0.02% of shares outstanding; change -0.04)
Holder of EVLV: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 1283282 (value 8187339; 0.01% of shares outstanding; change 0.02)
Holder of EVLV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3700560 (value 19390933; 0.02% of shares outstanding; change 0.02)
Holder of EVLV: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 1270050 (value 6655061; 0.01% of shares outstanding; change -0.01)
Holder of EVMN: JPMorgan Trust I-JPMorgan Small Cap Blend Fund
Shares held as of 2025-12-31: 202069 (value 4694062; 0.01% of shares outstanding; change 1.00)
Holder of EVMN: JPMorgan Trust II-JPMorgan Small Cap Growth Fund
Shares held as of 2025-12-31: 722742 (value 16789296; 0.02% of shares outstanding; change 1.00)
Holder of EVMN: MUTUAL FUND SERIES TRUST-Eventide Healthcare & Life Sciences Fund
Shares held as of 2025-12-31: 961525 (value 19153578; 0.03% of shares outstanding; change 1.00)
Holder of EVMN: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2025-12-31: 276188 (value 5501664; 0.01% of shares outstanding; change 1.00)
Holder of EVMN: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 292245 (value 5821520; 0.01% of shares outstanding; change 1.00)
Holder of EVMN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 318897 (value 7407977; 0.01% of shares outstanding; change 1.00)
Holder of EVMN: abrdn Healthcare Investors
Shares held as of 2025-12-31: 350795 (value 8148967; 0.01% of shares outstanding; change 1.00)
Holder of EVMN: Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund
Shares held as of 2026-01-31: 325000 (value 7328749; 0.01% of shares outstanding; change 1.00)
Holder of EVMN: -Price (T.Rowe) New Horizons Trust
Shares held as of 2026-03-31: 173393 (value 1969744; 0.00% of shares outstanding; change 0.49)
Holder of EVMN: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-03-31: 377257 (value 8507145; 0.01% of shares outstanding; change -0.05)
Holder of EVMN: JPMorgan Trust I-JPMorgan Small Cap Blend Fund
Shares held as of 2026-03-31: 198713 (value 2257379; 0.01% of shares outstanding; change -0.02)
Holder of EVMN: JPMorgan Trust II-JPMorgan Small Cap Growth Fund
Shares held as of 2026-03-31: 615520 (value 6992306; 0.02% of shares outstanding; change -0.15)
Holder of EVMN: MUTUAL FUND SERIES TRUST-Eventide Healthcare & Life Sciences Fund
Shares held as of 2026-03-31: 940119 (value 10679751; 0.03% of shares outstanding; change -0.02)
Holder of EVMN: T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U.
Shares held as of 2026-03-31: 168800 (value 3362496; 0.00% of shares outstanding; change 1.00)
Holder of EVMN: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2026-03-31: 246092 (value 2795605; 0.01% of shares outstanding; change -0.11)
Holder of EVMN: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 362730 (value 4120612; 0.01% of shares outstanding; change 0.24)
Holder of EVMN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 318897 (value 3622669; 0.01% of shares outstanding; change 0.00)
Holder of EVMN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 241659 (value 5613738; 0.01% of shares outstanding; change 1.00)
Holder of EVMN: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-04-30: 377257 (value 4285639; 0.01% of shares outstanding; change 0.00)
Holder of EVMN: Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund
Shares held as of 2026-04-30: 325000 (value 3691999; 0.01% of shares outstanding; change 0.00)
Holder of EVMN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 241965 (value 2990687; 0.01% of shares outstanding; change 0.00)
Holder of EVMN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 244244 (value 2774611; 0.01% of shares outstanding; change 0.01)
Holder of EVN: First TRT Exch-Trd Fd. VIII-First TRT Flexible Municipal High Income E
Shares held as of 2026-03-31: 5360 (value 59281; 0.00% of shares outstanding; change 0.00)
Holder of EVN: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-04-30: 230524 (value 2475827; 0.01% of shares outstanding; change 0.01)
Holder of EVN: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-05-31: 237222 (value 2630792; 0.01% of shares outstanding; change 0.03)
Holder of EVN: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-06-30: 257911 (value 2757068; 0.01% of shares outstanding; change 0.09)
Holder of EVN.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 18964982 (value 235734732; 0.01% of shares outstanding; change 0.03)
Holder of EVN.AX: AIM Sector Fd.s -Invesco Gold & Special Minerals Fd.
Shares held as of 2026-01-31: 11322939 (value 144141008; 0.01% of shares outstanding; change -0.04)
Holder of EVN.AX: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 6892809 (value 87745455; 0.00% of shares outstanding; change 0.00)
Holder of EVN.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-01-31: 5696282 (value 72513667; 0.00% of shares outstanding; change 1.00)
Holder of EVN.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 29273287 (value 372648930; 0.02% of shares outstanding; change 0.02)
Holder of EVN.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 7471950 (value 92876340; 0.00% of shares outstanding; change 0.01)
Holder of EVN.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 19414956 (value 219194852; 0.01% of shares outstanding; change 0.02)
Holder of EVN.AX: AIM Sector Fd.s -Invesco Gold & Special Minerals Fd.
Shares held as of 2026-04-30: 11447269 (value 129239666; 0.01% of shares outstanding; change 0.01)
Holder of EVN.AX: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 6892809 (value 77819813; 0.00% of shares outstanding; change 0.00)
Holder of EVN.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 7561248 (value 96254683; 0.00% of shares outstanding; change 0.01)
Holder of EVN.AX: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Developed Asia Paci
Shares held as of 2026-04-30: 5788508 (value 65352255; 0.00% of shares outstanding; change 0.02)
Holder of EVN.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 29346686 (value 331324083; 0.02% of shares outstanding; change 0.00)
Holder of EVN.AX: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-04-30: 49412212 (value 614193810; 0.03% of shares outstanding; change 0.00)
Holder of EVN.AX: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 59298340 (value 737078384; 0.03% of shares outstanding; change -0.02)
Holder of EVN.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 14743877 (value 176336769; 0.01% of shares outstanding; change 0.00)
Holder of EVN.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 7083670 (value 90175115; 0.00% of shares outstanding; change 0.01)
Holder of EVN.AX: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 7640131 (value 86257078; 0.00% of shares outstanding; change 0.01)
Holder of EVN.AX: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-05-31: 48794814 (value 550893448; 0.03% of shares outstanding; change -0.01)
Holder of EVN.AX: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 58030082 (value 674889860; 0.03% of shares outstanding; change -0.02)
Holder of EVN.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 14847617 (value 167629595; 0.01% of shares outstanding; change 0.01)
Holder of EVN.AX: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 7083670 (value 79974634; 0.00% of shares outstanding; change 0.00)
Holder of EVN.AX: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 54535246 (value 615702925; 0.03% of shares outstanding; change -0.06)
Holder of EVO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 6927 (value 19395; 0.00% of shares outstanding; change 0.00)
Holder of EVO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 12780 (value 36422; 0.00% of shares outstanding; change 0.85)
Holder of EVO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 12780 (value 24793; 0.00% of shares outstanding; change 0.00)
Holder of EVOK.L: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 280285 (value 13089309; 0.00% of shares outstanding; change 0.00)
Holder of EVOK.L: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Small Cap Growth PORT.
Shares held as of 2026-01-31: 29607 (value 1382646; 0.00% of shares outstanding; change 0.00)
Holder of EVOK.L: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-01-31: 20108 (value 939043; 0.00% of shares outstanding; change 0.00)
Holder of EVOK.L: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 137973 (value 6408845; 0.00% of shares outstanding; change 0.09)
Holder of EVOK.L: Pacer Funds Trust-Pacer BlueStar Digital Entertainment ETF
Shares held as of 2026-01-31: 166366 (value 7769292; 0.00% of shares outstanding; change 0.89)
Holder of EVOK.L: -SSgA SPDR ETFS Europe I-State Street SPDR FTSE UK All Share ETF
Shares held as of 2026-03-31: 55664 (value 2131931; 0.00% of shares outstanding; change 0.00)
Holder of EVOK.L: Gabelli Global Small & Mid Cap Value Trust
Shares held as of 2026-03-31: 75000 (value 3525000; 0.00% of shares outstanding; change -0.25)
Holder of EVOK.L: Listed Funds Trust-Roundhill Sports Betting & iGaming ETF
Shares held as of 2026-03-31: 1006025 (value 44466305; 0.00% of shares outstanding; change -0.09)
Holder of EVOK.L: -SSgA SPDR ETFS Europe I-State Street SPDR FTSE UK All Share ETF
Shares held as of 2026-04-30: 55664 (value 2599508; 0.00% of shares outstanding; change 0.00)
Holder of EVOK.L: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-04-30: 20108 (value 888773; 0.00% of shares outstanding; change 0.00)
Holder of EVOK.L: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 144925 (value 6405685; 0.00% of shares outstanding; change 0.05)
Holder of EVOK.L: Pacer Funds Trust-Pacer BlueStar Digital Entertainment ETF
Shares held as of 2026-04-30: 61471 (value 2717018; 0.00% of shares outstanding; change -0.63)
Holder of EVOK.L: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-04-30: 155239 (value 7249661; 0.00% of shares outstanding; change 0.02)
Holder of EVOK.L: -SSgA SPDR ETFS Europe I-State Street SPDR FTSE UK All Share ETF
Shares held as of 2026-05-31: 55664 (value 2460348; 0.00% of shares outstanding; change 0.00)
Holder of EVOK.L: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-05-31: 152095 (value 6722599; 0.00% of shares outstanding; change -0.02)
Holder of EVOX: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 396730 (value 3975234; 0.02% of shares outstanding; change 1.00)
Holder of EVOX: Saba Capital Income & Opportunities Fund
Shares held as of 2026-01-31: 23808 (value 238556; 0.00% of shares outstanding; change 1.00)
Holder of EVOX: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-01-31: 12334 (value 123586; 0.00% of shares outstanding; change 1.00)
Holder of EVOX: High Income Securities Fund
Shares held as of 2026-02-28: 1900 (value 19095; 0.00% of shares outstanding; change 1.00)
Holder of EVOX: -RiverNorth Enhanced Pre-Merger SPAC ETF
Shares held as of 2026-03-31: 3044 (value 30592; 0.00% of shares outstanding; change 1.00)
Holder of EVOX: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 303621 (value 3051391; 0.01% of shares outstanding; change -0.23)
Holder of EVOX: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 46379 (value 466108; 0.00% of shares outstanding; change -0.23)
Holder of EVOX: Listed Funds Trust-Horizon Kinetics SPAC Active ETF
Shares held as of 2026-03-31: 41750 (value 419587; 0.00% of shares outstanding; change 0.00)
Holder of EVOX: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 20000 (value 201000; 0.00% of shares outstanding; change 1.00)
Holder of EVOX: TRT for Professional Managers-CrossingBridge Low Duration High Income 
Shares held as of 2026-03-31: 75000 (value 753750; 0.00% of shares outstanding; change 1.00)
Holder of EVR: T. Rowe Price All-Cap Opportunities Fd., Inc.-T. Rowe Price All-Cap Op
Shares held as of 2025-12-31: 383336 (value 130663903; 0.01% of shares outstanding; change 0.07)
Holder of EVR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 416720 (value 142043173; 0.01% of shares outstanding; change 0.01)
Holder of EVR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 833775 (value 284200534; 0.02% of shares outstanding; change -0.04)
Holder of EVR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1155821 (value 393973129; 0.03% of shares outstanding; change 0.00)
Holder of EVR: AIM Investment Fd.s -Invesco Discovery Mid Cap Growth Fd.
Shares held as of 2026-01-31: 325961 (value 109519633; 0.01% of shares outstanding; change 0.03)
Holder of EVR: AIM Counselor Series TRT -Invesco Discovery Fd.
Shares held as of 2026-02-28: 304997 (value 103586132; 0.01% of shares outstanding; change 0.05)
Holder of EVR: SRH Total Return Fund, Inc.
Shares held as of 2026-02-28: 300000 (value 101889001; 0.01% of shares outstanding; change 0.00)
Holder of EVR: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 315652 (value 112807713; 0.01% of shares outstanding; change 0.21)
Holder of EVR: Fidelity Contrafund
Shares held as of 2026-03-31: 436415 (value 148756410; 0.01% of shares outstanding; change -0.18)
Holder of EVR: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 349499 (value 124903954; 0.01% of shares outstanding; change -0.08)
Holder of EVR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 431693 (value 146615895; 0.01% of shares outstanding; change 0.04)
Holder of EVR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 867563 (value 294650425; 0.02% of shares outstanding; change 0.04)
Holder of EVR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1193163 (value 405233955; 0.03% of shares outstanding; change 0.03)
Holder of EVR: AIM Investment Fd.s -Invesco Discovery Mid Cap Growth Fd.
Shares held as of 2026-04-30: 309322 (value 105055032; 0.01% of shares outstanding; change -0.05)
Holder of EVR: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 329552 (value 111925747; 0.01% of shares outstanding; change 0.04)
Holder of EVR: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-04-30: 349499 (value 124239908; 0.01% of shares outstanding; change 0.00)
Holder of EVR: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 292620 (value 104576537; 0.01% of shares outstanding; change 0.00)
Holder of EVR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1306449 (value 488664195; 0.03% of shares outstanding; change 0.02)
Holder of EVR: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF
Shares held as of 2026-05-31: 290591 (value 97635667; 0.01% of shares outstanding; change 0.00)
Holder of EVR: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 349499 (value 118700347; 0.01% of shares outstanding; change 0.00)
Holder of EVR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1312162 (value 445649586; 0.03% of shares outstanding; change 0.00)
Holder of EVR: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF
Shares held as of 2026-06-30: 382505 (value 129910175; 0.01% of shares outstanding; change 0.32)
Holder of EVR: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 297615 (value 101647429; 0.01% of shares outstanding; change 0.03)
Holder of EVRG: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 5805288 (value 476265832; 0.03% of shares outstanding; change 0.02)
Holder of EVRG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2607341 (value 213906258; 0.01% of shares outstanding; change -0.04)
Holder of EVRG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 7172292 (value 588414842; 0.03% of shares outstanding; change -0.01)
Holder of EVRG: Federated Hermes Eqy. Fd.s-Federated Hermes Strategic Value Dividend F
Shares held as of 2026-03-31: 3459250 (value 287982562; 0.02% of shares outstanding; change 0.00)
Holder of EVRG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2940030 (value 241200063; 0.01% of shares outstanding; change 0.00)
Holder of EVRG: Franklin Custodian Funds-FRANKLIN UTILITIES FUND
Shares held as of 2026-03-31: 4150000 (value 361797001; 0.02% of shares outstanding; change 0.00)
Holder of EVRG: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 5849720 (value 509978591; 0.03% of shares outstanding; change 0.01)
Holder of EVRG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2516248 (value 219366501; 0.01% of shares outstanding; change -0.03)
Holder of EVRG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6914698 (value 602823373; 0.03% of shares outstanding; change -0.04)
Holder of EVRG: BLACKROCK EQUITY DIVIDEND FUND
Shares held as of 2026-04-30: 2687597 (value 234304707; 0.01% of shares outstanding; change 0.78)
Holder of EVRG: Federated Hermes Eqy. Fd.s-Federated Hermes Strategic Value Dividend F
Shares held as of 2026-04-30: 3459250 (value 301577416; 0.02% of shares outstanding; change 0.00)
Holder of EVRG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 2950146 (value 245599654; 0.01% of shares outstanding; change 0.00)
Holder of EVRG: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-04-30: 3824520 (value 320685996; 0.02% of shares outstanding; change -0.03)
Holder of EVRG: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2766994 (value 232012442; 0.01% of shares outstanding; change 0.03)
Holder of EVRG: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-04-30: 2431898 (value 203914643; 0.01% of shares outstanding; change 0.13)
Holder of EVRG: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2977695 (value 256885737; 0.01% of shares outstanding; change 0.01)
Holder of EVRG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2946062 (value 256837686; 0.01% of shares outstanding; change 0.00)
Holder of EVRG: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-05-31: 3746098 (value 321527598; 0.02% of shares outstanding; change -0.02)
Holder of EVRG: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 2793928 (value 239802845; 0.01% of shares outstanding; change 0.01)
Holder of EVRG: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-05-31: 2427434 (value 202083880; 0.01% of shares outstanding; change 0.00)
Holder of EVRG: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 3032903 (value 264408484; 0.01% of shares outstanding; change 0.02)
Holder of EVRG: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-06-30: 3766055 (value 328324676; 0.02% of shares outstanding; change 0.01)
Holder of EVRG: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2786298 (value 242909460; 0.01% of shares outstanding; change 0.00)
Holder of EVT: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 53 (value 1405; 0.00% of shares outstanding; change -0.34)
Holder of EVT: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 53 (value 1433; 0.00% of shares outstanding; change -0.34)
Holder of EVT: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 120 (value 3244; 0.00% of shares outstanding; change -0.20)
Holder of EVT: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-01-31: 21879 (value 583075; 0.00% of shares outstanding; change 0.39)
Holder of EVT: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 34 (value 938; 0.00% of shares outstanding; change -0.36)
Holder of EVT: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 91 (value 2512; 0.00% of shares outstanding; change -0.24)
Holder of EVT: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-04-30: 8474 (value 233967; 0.00% of shares outstanding; change -0.61)
Holder of EVT: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-04-30: 94006 (value 2493039; 0.00% of shares outstanding; change 0.02)
Holder of EVT: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-05-31: 95798 (value 2639234; 0.00% of shares outstanding; change 0.02)
Holder of EVT: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-06-30: 94349 (value 2604975; 0.00% of shares outstanding; change -0.02)
Holder of EVT.AX: Schwab Strategic Tr-Schwab Fundamental Intl Small Company Idx ETF
Shares held as of 2022-05-31: 132753 (value 1601001; 0.00% of shares outstanding; change -0.03)
Holder of EVT.AX: Schwab Strategic Tr-Schwab International Small Cap Equity ETF
Shares held as of 2022-05-31: 180944 (value 2182184; 0.00% of shares outstanding; change 0.09)
Holder of EVT.AX: Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund
Shares held as of 2022-06-30: 760068 (value 9166420; 0.00% of shares outstanding; change 0.00)
Holder of EVT.AX: DFA Asia Pacific Small Company Series
Shares held as of 2022-07-31: 604595 (value 7291415; 0.00% of shares outstanding; change 0.09)
Holder of EVT.AX: DFA International Core Equity Portfolio
Shares held as of 2022-07-31: 402587 (value 4855199; 0.00% of shares outstanding; change 0.00)
Holder of EVT.AX: DFA International Small Cap Value Portfolio
Shares held as of 2022-07-31: 1027069 (value 12386452; 0.01% of shares outstanding; change -0.18)
Holder of EVT.AX: Vanguard International Stock Index-Total Intl Stock Indx
Shares held as of 2022-07-31: 1417451 (value 17094459; 0.01% of shares outstanding; change 0.02)
Holder of EVT.AX: Vanguard Intl Equity Index Fds-FTSE All World ex U.S.Small Cap Index
Shares held as of 2022-07-31: 384697 (value 4639445; 0.00% of shares outstanding; change 0.18)
Holder of EVT.AX: iShares Core MSCI EAFE ETF
Shares held as of 2022-09-30: 576659 (value 6954507; 0.00% of shares outstanding; change 0.00)
Holder of EVT.AX: iShares MSCI EAFE Small Cap ETF
Shares held as of 2022-09-30: 474622 (value 5723941; 0.00% of shares outstanding; change -0.01)
Holder of EVT.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1362402 (value 7227542; 0.01% of shares outstanding; change 0.02)
Holder of EVT.DE: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 477830 (value 2534888; 0.00% of shares outstanding; change 0.05)
Holder of EVT.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 530682 (value 2815267; 0.00% of shares outstanding; change -0.04)
Holder of EVT.DE: HARDING LOEVNER Fd.S INC-Harding Loevner Intl Small Companies PORT.
Shares held as of 2026-01-31: 405986 (value 2153755; 0.00% of shares outstanding; change -0.10)
Holder of EVT.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 523391 (value 2776589; 0.00% of shares outstanding; change 0.01)
Holder of EVT.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2092914 (value 11102908; 0.01% of shares outstanding; change 0.00)
Holder of EVT.DE: Brown Capital Mgmt Mutual Fd.s-Brown Capital Mgmt Intl Small Company F
Shares held as of 2026-03-31: 3828897 (value 13171405; 0.02% of shares outstanding; change -0.15)
Holder of EVT.DE: First TRT Exch-Trd Fd.-First TRT WCM Intl Eqy. ETF
Shares held as of 2026-03-31: 1951626 (value 6713593; 0.01% of shares outstanding; change 0.35)
Holder of EVT.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1546986 (value 5321631; 0.01% of shares outstanding; change 0.14)
Holder of EVT.DE: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 477830 (value 1643735; 0.00% of shares outstanding; change 0.00)
Holder of EVT.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 414281 (value 1425126; 0.00% of shares outstanding; change -0.22)
Holder of EVT.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 386018 (value 1327901; 0.00% of shares outstanding; change 0.08)
Holder of EVT.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 612430 (value 2106759; 0.00% of shares outstanding; change 0.17)
Holder of EVT.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2323004 (value 7991133; 0.01% of shares outstanding; change 0.11)
Holder of EVT.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1077825 (value 5717861; 0.01% of shares outstanding; change 0.01)
Holder of EVT.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 557180 (value 2955839; 0.00% of shares outstanding; change 0.00)
Holder of EVT.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1086650 (value 3738076; 0.01% of shares outstanding; change 0.01)
Holder of EVT.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 539480 (value 1855811; 0.00% of shares outstanding; change -0.03)
Holder of EVTC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1453750 (value 35573261; 0.02% of shares outstanding; change -0.04)
Holder of EVTC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 936203 (value 22908886; 0.02% of shares outstanding; change -0.04)
Holder of EVTC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1992536 (value 48757354; 0.03% of shares outstanding; change -0.02)
Holder of EVTC: Fidelity Concord Street Trust-Fidelity Small Cap Discovery Fund
Shares held as of 2026-02-28: 937013 (value 23612728; 0.02% of shares outstanding; change 0.00)
Holder of EVTC: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 2519446 (value 63490041; 0.04% of shares outstanding; change 0.00)
Holder of EVTC: American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 2770000 (value 67781898; 0.05% of shares outstanding; change -0.09)
Holder of EVTC: American Century Capital Portfolios, Inc.-Small Cap Value Fund
Shares held as of 2026-03-31: 2819992 (value 83838360; 0.05% of shares outstanding; change -0.08)
Holder of EVTC: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 1755054 (value 46122820; 0.03% of shares outstanding; change 0.57)
Holder of EVTC: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 1186478 (value 26505918; 0.02% of shares outstanding; change 1.00)
Holder of EVTC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1473953 (value 43820622; 0.02% of shares outstanding; change 0.01)
Holder of EVTC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 939342 (value 27926637; 0.02% of shares outstanding; change 0.00)
Holder of EVTC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2028101 (value 60295441; 0.03% of shares outstanding; change 0.02)
Holder of EVTC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1611527 (value 39434064; 0.03% of shares outstanding; change 0.01)
Holder of EVTC: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 1755054 (value 52177754; 0.03% of shares outstanding; change 0.00)
Holder of EVTC: Fidelity Concord Street Trust-Fidelity Small Cap Discovery Fund
Shares held as of 2026-04-30: 913013 (value 27143876; 0.01% of shares outstanding; change -0.03)
Holder of EVTC: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 2444233 (value 72667045; 0.04% of shares outstanding; change -0.03)
Holder of EVTC: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 1186478 (value 29899246; 0.02% of shares outstanding; change 0.00)
Holder of EVTC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 3901217 (value 98310671; 0.06% of shares outstanding; change 0.02)
Holder of EVTC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1548421 (value 44594523; 0.03% of shares outstanding; change -0.04)
Holder of EVTC: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 1058478 (value 31468550; 0.02% of shares outstanding; change -0.11)
Holder of EVTC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3895252 (value 115805840; 0.06% of shares outstanding; change 0.00)
Holder of EVTC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1582451 (value 47046267; 0.03% of shares outstanding; change 0.02)
Holder of EVTL: AMG Funds I-AMG Frontier Small Cap Growth Fund
Shares held as of 2026-01-31: 51334 (value 106774; 0.00% of shares outstanding; change 1.00)
Holder of EVTL: Innovator ETFs Trust-Innovator U.S. Small Cap Managed Floor ETF
Shares held as of 2026-01-31: 1739 (value 3617; 0.00% of shares outstanding; change 0.42)
Holder of EVTL: Saba Capital Income & Opportunities Fund
Shares held as of 2026-01-31: 791382 (value 1646074; 0.01% of shares outstanding; change -0.11)
Holder of EVTL: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-01-31: 379461 (value 789278; 0.00% of shares outstanding; change -0.17)
Holder of EVTL: Tidal Trust II-Carbon Collective Climate Solutions U.S. Equity ETF
Shares held as of 2026-01-31: 4060 (value 8444; 0.00% of shares outstanding; change 0.06)
Holder of EVTL: -Defiance Drone and Modern Warfare ETF
Shares held as of 2026-03-31: 496651 (value 685378; 0.00% of shares outstanding; change 1.00)
Holder of EVTL: Themes ETF Trust-Themes Transatlantic Defense ETF
Shares held as of 2026-03-31: 8808 (value 12155; 0.00% of shares outstanding; change 0.67)
Holder of EVTL: AMG Funds I-AMG Frontier Small Cap Growth Fund
Shares held as of 2026-04-30: 110623 (value 152659; 0.00% of shares outstanding; change 1.16)
Holder of EVTL: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-04-30: 53684 (value 111662; 0.00% of shares outstanding; change 0.02)
Holder of EVTL: Saba Capital Income & Opportunities Fund
Shares held as of 2026-04-30: 2262374 (value 3122076; 0.02% of shares outstanding; change 1.86)
Holder of EVTL: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-04-30: 880604 (value 1215233; 0.01% of shares outstanding; change 1.32)
Holder of EVTL: Tidal Trust II-Carbon Collective Climate Solutions U.S. Equity ETF
Shares held as of 2026-04-30: 4060 (value 5602; 0.00% of shares outstanding; change 0.00)
Holder of EVTL: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-05-31: 52596 (value 72582; 0.00% of shares outstanding; change -0.02)
Holder of EVTV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 9976 (value 20550; 0.00% of shares outstanding; change 0.00)
Holder of EVTV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 31454 (value 56302; 0.00% of shares outstanding; change 0.69)
Holder of EVTV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 5072 (value 9078; 0.00% of shares outstanding; change 0.45)
Holder of EVTV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 2375 (value 4251; 0.00% of shares outstanding; change 0.00)
Holder of EVTV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 37150 (value 72071; 0.00% of shares outstanding; change 2.72)
Holder of EVTV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 31340 (value 55785; 0.00% of shares outstanding; change 0.00)
Holder of EVTV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 5072 (value 9028; 0.00% of shares outstanding; change 0.00)
Holder of EVTV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 2375 (value 3776; 0.00% of shares outstanding; change 0.00)
Holder of EVTV: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 23544 (value 45675; 0.00% of shares outstanding; change -0.25)
Holder of EVTV: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 5072 (value 9839; 0.00% of shares outstanding; change 0.00)
Holder of EVTV: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 2375 (value 4607; 0.00% of shares outstanding; change 0.00)
Holder of EVV: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2025-12-31: 26988 (value 253147; 0.00% of shares outstanding; change -0.11)
Holder of EVV: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2025-12-31: 15572 (value 146065; 0.00% of shares outstanding; change -0.18)
Holder of EVV: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2025-12-31: 12017 (value 112719; 0.00% of shares outstanding; change -0.14)
Holder of EVV: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-01-31: 55900 (value 526578; 0.00% of shares outstanding; change 0.00)
Holder of EVV: Guggenheim Active Allocation Fund
Shares held as of 2026-02-28: 309597 (value 2882348; 0.00% of shares outstanding; change 0.00)
Holder of EVV: Guggenheim Strategic Opportunities Fund
Shares held as of 2026-02-28: 141764 (value 1319822; 0.00% of shares outstanding; change 0.00)
Holder of EVV: SPINNAKER ETF SERIES-UVA Unconstrained Medium-Term Fixed Income ETF
Shares held as of 2026-03-31: 25000 (value 226999; 0.00% of shares outstanding; change 0.00)
Holder of EVV: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2026-03-31: 26988 (value 245051; 0.00% of shares outstanding; change 0.00)