speb/financial-data huggingface dataset:
Holder of ETR: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 5533930 (value 641659166; 0.01% of shares outstanding; change 0.01)
Holder of ETS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 34273 (value 18198; 0.00% of shares outstanding; change 1.00)
Holder of ETS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 34273 (value 24436; 0.00% of shares outstanding; change 0.00)
Holder of ETS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 34273 (value 34615; 0.00% of shares outstanding; change 0.00)
Holder of ETSY: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2025-12-31: 644317 (value 43762009; 0.01% of shares outstanding; change 0.20)
Holder of ETSY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1065251 (value 72351845; 0.01% of shares outstanding; change 0.00)
Holder of ETSY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1202327 (value 81662047; 0.01% of shares outstanding; change -0.04)
Holder of ETSY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2128216 (value 144548426; 0.02% of shares outstanding; change -0.05)
Holder of ETSY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2971506 (value 201824682; 0.03% of shares outstanding; change 0.00)
Holder of ETSY: VANGUARD TAX-MANAGED FUNDS-Vanguard Tax-Managed Small-Cap Fund
Shares held as of 2025-12-31: 687199 (value 46674554; 0.01% of shares outstanding; change 0.00)
Holder of ETSY: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 555600 (value 37147416; 0.01% of shares outstanding; change 7.15)
Holder of ETSY: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2026-03-31: 672015 (value 54177851; 0.01% of shares outstanding; change 0.04)
Holder of ETSY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1100562 (value 88727311; 0.01% of shares outstanding; change 0.03)
Holder of ETSY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1178417 (value 95003981; 0.01% of shares outstanding; change -0.02)
Holder of ETSY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2108303 (value 169971393; 0.02% of shares outstanding; change -0.01)
Holder of ETSY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2907096 (value 234370087; 0.03% of shares outstanding; change -0.02)
Holder of ETSY: VANGUARD TAX-MANAGED FUNDS-Vanguard Tax-Managed Small-Cap Fund
Shares held as of 2026-03-31: 687199 (value 55401985; 0.01% of shares outstanding; change 0.00)
Holder of ETSY: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 902022 (value 65432676; 0.01% of shares outstanding; change 0.01)
Holder of ETSY: SPDR SERIES TRUST-State Street SPDR S&P 600 Small Cap Growth ETF
Shares held as of 2026-04-30: 553208 (value 38436893; 0.01% of shares outstanding; change 0.06)
Holder of ETSY: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 6014594 (value 436298654; 0.06% of shares outstanding; change 0.01)
Holder of ETSY: iShares Trust-iShares S&P Small-Cap 600 Growth ETF
Shares held as of 2026-04-30: 867759 (value 62947238; 0.01% of shares outstanding; change 0.02)
Holder of ETSY: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 907286 (value 72818776; 0.01% of shares outstanding; change 0.01)
Holder of ETSY: SPDR SERIES TRUST-State Street SPDR S&P 600 Small Cap Growth ETF
Shares held as of 2026-05-31: 548181 (value 43997008; 0.01% of shares outstanding; change -0.01)
Holder of ETSY: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 5988469 (value 482790387; 0.06% of shares outstanding; change 0.00)
Holder of ETSY: iShares Trust-iShares S&P Small-Cap 600 Growth ETF
Shares held as of 2026-05-31: 873886 (value 70452691; 0.01% of shares outstanding; change 0.01)
Holder of ETSY: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-06-30: 870518 (value 70181163; 0.01% of shares outstanding; change -0.04)
Holder of ETSY: SPDR SERIES TRUST-State Street SPDR S&P 600 Small Cap Growth ETF
Shares held as of 2026-06-30: 541915 (value 43689188; 0.01% of shares outstanding; change -0.01)
Holder of ETV: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 90931 (value 1354871; 0.00% of shares outstanding; change -0.42)
Holder of ETV: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 90 (value 1325; 0.00% of shares outstanding; change -0.36)
Holder of ETV: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 90 (value 1340; 0.00% of shares outstanding; change -0.36)
Holder of ETV: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 202 (value 3009; 0.00% of shares outstanding; change -0.22)
Holder of ETV: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-01-31: 39663 (value 587012; 0.00% of shares outstanding; change 1.00)
Holder of ETV: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 100931 (value 1475611; 0.00% of shares outstanding; change 0.11)
Holder of ETV: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 61 (value 891; 0.00% of shares outstanding; change -0.32)
Holder of ETV: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 164 (value 2397; 0.00% of shares outstanding; change -0.19)
Holder of ETV: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-04-30: 43731 (value 639347; 0.00% of shares outstanding; change 0.10)
Holder of ETV: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 1436280 (value 21228218; 0.01% of shares outstanding; change 0.05)
Holder of ETV: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 1398124 (value 20818066; 0.01% of shares outstanding; change -0.03)
Holder of ETV: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 1395046 (value 20395572; 0.01% of shares outstanding; change 0.00)
Holder of ETW: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 142 (value 1319; 0.00% of shares outstanding; change -0.35)
Holder of ETW: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 142 (value 1357; 0.00% of shares outstanding; change -0.35)
Holder of ETW: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 320 (value 3059; 0.00% of shares outstanding; change -0.21)
Holder of ETW: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-01-31: 124487 (value 1168932; 0.00% of shares outstanding; change 0.96)
Holder of ETW: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 105000 (value 986999; 0.00% of shares outstanding; change 1.00)
Holder of ETW: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 1101 (value 10349; 0.00% of shares outstanding; change 6.75)
Holder of ETW: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 2971 (value 27927; 0.00% of shares outstanding; change 8.28)
Holder of ETW: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-04-30: 137255 (value 1290196; 0.00% of shares outstanding; change 0.10)
Holder of ETW: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 1511952 (value 14182109; 0.01% of shares outstanding; change 0.05)
Holder of ETW: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 1472652 (value 13960740; 0.01% of shares outstanding; change -0.03)
Holder of ETW: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 1469412 (value 13812472; 0.01% of shares outstanding; change 0.00)
Holder of ETX: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-02-28: 48920 (value 906487; 0.00% of shares outstanding; change 0.02)
Holder of ETY: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 295617 (value 4431298; 0.00% of shares outstanding; change 0.00)
Holder of ETY: -Bluemonte Dynamic Total Market ETF
Shares held as of 2026-01-31: 55 (value 791; 0.00% of shares outstanding; change 0.00)
Holder of ETY: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 310617 (value 4423186; 0.00% of shares outstanding; change 0.05)
Holder of ETY: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 1567355 (value 22710973; 0.01% of shares outstanding; change 0.23)
Holder of ETY: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 1525514 (value 21738574; 0.01% of shares outstanding; change -0.03)
Holder of ETY: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 1522157 (value 21675515; 0.01% of shares outstanding; change 0.00)
Holder of EU: SPROTT FUNDS TRUST-SPROTT URANIUM MINERS ETF
Shares held as of 2025-12-31: 16013776 (value 25622041; 0.08% of shares outstanding; change 0.05)
Holder of EU: SPROTT FUNDS TRUST-Sprott Junior Uranium Miners ETF
Shares held as of 2025-12-31: 5687456 (value 9099929; 0.03% of shares outstanding; change 0.13)
Holder of EU: Pacer Funds Trust-Pacer Data & Infrastructure Real Estate ETF
Shares held as of 2026-01-31: 916939 (value 1402916; 0.00% of shares outstanding; change 1.00)
Holder of EU: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1801890 (value 2756891; 0.01% of shares outstanding; change 0.01)
Holder of EU: GOEHRING & ROZENCWAJG INVESTMENT Fd.S-Goehring & Rozencwajg Resources 
Shares held as of 2026-02-28: 643693 (value 1029908; 0.00% of shares outstanding; change 0.05)
Holder of EU: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 913249 (value 1041103; 0.00% of shares outstanding; change 0.01)
Holder of EU: SPROTT FUNDS TRUST-SPROTT URANIUM MINERS ETF
Shares held as of 2026-03-31: 19474576 (value 22201016; 0.10% of shares outstanding; change 0.22)
Holder of EU: SPROTT FUNDS TRUST-Sprott Critical Materials ETF
Shares held as of 2026-03-31: 703294 (value 801755; 0.00% of shares outstanding; change 0.79)
Holder of EU: SPROTT FUNDS TRUST-Sprott Junior Uranium Miners ETF
Shares held as of 2026-03-31: 5963717 (value 6798637; 0.03% of shares outstanding; change 0.05)
Holder of EU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 4544707 (value 7271531; 0.02% of shares outstanding; change 0.02)
Holder of EU: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 1595562 (value 2552899; 0.01% of shares outstanding; change 0.00)
Holder of EU: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1819978 (value 2074774; 0.01% of shares outstanding; change 0.01)
Holder of EU: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-04-30: 11874263 (value 16148997; 0.06% of shares outstanding; change 0.02)
Holder of EU: Pacer Funds Trust-Pacer Data & Infrastructure Real Estate ETF
Shares held as of 2026-04-30: 976110 (value 1112765; 0.01% of shares outstanding; change 0.06)
Holder of EU: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-04-30: 11227373 (value 15493774; 0.06% of shares outstanding; change 0.03)
Holder of EU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 4366966 (value 5808064; 0.02% of shares outstanding; change -0.04)
Holder of EU: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 1577352 (value 2097878; 0.01% of shares outstanding; change -0.01)
Holder of EU: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-05-31: 11784375 (value 13552030; 0.06% of shares outstanding; change -0.01)
Holder of EU: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-05-31: 11560538 (value 15375516; 0.06% of shares outstanding; change 0.03)
Holder of EU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 4408465 (value 5025650; 0.02% of shares outstanding; change 0.01)
Holder of EU: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 1590706 (value 1813404; 0.01% of shares outstanding; change 0.01)
Holder of EU: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-06-30: 11666483 (value 13299790; 0.06% of shares outstanding; change -0.01)
Holder of EU: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-06-30: 15159056 (value 17281323; 0.08% of shares outstanding; change 0.31)
Holder of EU.V: SPROTT FUNDS TRUST-SPROTT URANIUM MINERS ETF
Shares held as of 2025-12-31: 16013776 (value 36751617; 0.08% of shares outstanding; change 0.05)
Holder of EU.V: SPROTT FUNDS TRUST-Sprott Junior Uranium Miners ETF
Shares held as of 2025-12-31: 5687456 (value 13052711; 0.03% of shares outstanding; change 0.13)
Holder of EU.V: Pacer Funds Trust-Pacer Data & Infrastructure Real Estate ETF
Shares held as of 2026-01-31: 916939 (value 1962249; 0.00% of shares outstanding; change 1.00)
Holder of EU.V: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1801890 (value 3856044; 0.01% of shares outstanding; change 0.01)
Holder of EU.V: GOEHRING & ROZENCWAJG INVESTMENT Fd.S-Goehring & Rozencwajg Resources 
Shares held as of 2026-02-28: 643693 (value 1477275; 0.00% of shares outstanding; change 0.05)
Holder of EU.V: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 913249 (value 1488595; 0.00% of shares outstanding; change 0.01)
Holder of EU.V: SPROTT FUNDS TRUST-SPROTT URANIUM MINERS ETF
Shares held as of 2026-03-31: 19474576 (value 31743558; 0.10% of shares outstanding; change 0.22)
Holder of EU.V: SPROTT FUNDS TRUST-Sprott Critical Materials ETF
Shares held as of 2026-03-31: 703294 (value 1146369; 0.00% of shares outstanding; change 0.79)
Holder of EU.V: SPROTT FUNDS TRUST-Sprott Junior Uranium Miners ETF
Shares held as of 2026-03-31: 5963717 (value 9720858; 0.03% of shares outstanding; change 0.05)
Holder of EU.V: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1819978 (value 2966564; 0.01% of shares outstanding; change 0.01)
Holder of EU.V: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-04-30: 11874263 (value 22798584; 0.06% of shares outstanding; change 0.02)
Holder of EU.V: Pacer Funds Trust-Pacer Data & Infrastructure Real Estate ETF
Shares held as of 2026-04-30: 976110 (value 1591059; 0.01% of shares outstanding; change 0.06)
Holder of EU.V: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-04-30: 11227373 (value 25766821; 0.06% of shares outstanding; change 0.03)
Holder of EU.V: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 4366966 (value 8166226; 0.02% of shares outstanding; change -0.04)
Holder of EU.V: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 1577352 (value 2949648; 0.01% of shares outstanding; change -0.01)
Holder of EU.V: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-05-31: 11784375 (value 18972843; 0.06% of shares outstanding; change -0.01)
Holder of EU.V: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-05-31: 11560538 (value 21965021; 0.06% of shares outstanding; change 0.03)
Holder of EU.V: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 4408465 (value 7185797; 0.02% of shares outstanding; change 0.01)
Holder of EU.V: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 1590706 (value 2592850; 0.01% of shares outstanding; change 0.01)
Holder of EU.V: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-06-30: 11666483 (value 19016367; 0.06% of shares outstanding; change -0.01)
Holder of EU.V: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-06-30: 15159056 (value 24709261; 0.08% of shares outstanding; change 0.31)
Holder of EUDA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 1033 (value 16589; 0.00% of shares outstanding; change 0.00)
Holder of EUDA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 1034 (value 14672; 0.00% of shares outstanding; change 0.00)
Holder of EUDA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 1034 (value 15499; 0.00% of shares outstanding; change 0.00)
Holder of EUR.AX: SPROTT FUNDS TRUST-Sprott Critical Materials ETF
Shares held as of 2025-12-31: 1976084 (value 938639; 0.00% of shares outstanding; change 1.00)
Holder of EUR.AX: SPROTT FUNDS TRUST-Sprott Lithium Miners ETF
Shares held as of 2025-12-31: 4025814 (value 1912261; 0.00% of shares outstanding; change 1.00)
Holder of EUR.AX: SPROTT FUNDS TRUST-Sprott Critical Materials ETF
Shares held as of 2026-03-31: 3538114 (value 972981; 0.00% of shares outstanding; change 0.79)
Holder of EUR.AX: SPROTT FUNDS TRUST-Sprott Lithium Miners ETF
Shares held as of 2026-03-31: 4533776 (value 1246788; 0.00% of shares outstanding; change 0.13)
Holder of EUR.AX: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-04-30: 223296 (value 92667; 0.00% of shares outstanding; change 0.03)
Holder of EUR.AX: GLOBAL X FUNDS-Global X Lithium & Battery Tech ETF
Shares held as of 2026-04-30: 8216497 (value 3409846; 0.00% of shares outstanding; change 0.12)
Holder of EUR.AX: American Century ETF TRT-Avantis Responsible Intl Eqy. ETF
Shares held as of 2026-05-31: 78623 (value 29483; 0.00% of shares outstanding; change 1.00)
Holder of EUR.AX: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-05-31: 230499 (value 65692; 0.00% of shares outstanding; change 0.03)
Holder of EUR.AX: GLOBAL X FUNDS-Global X Lithium & Battery Tech ETF
Shares held as of 2026-05-31: 8438858 (value 2405074; 0.00% of shares outstanding; change 0.03)
Holder of EUR.AX: American Century ETF TRT-Avantis Responsible Intl Eqy. ETF
Shares held as of 2026-06-30: 78623 (value 21621; 0.00% of shares outstanding; change 0.00)
Holder of EUR.AX: American Century ETF Trust-Avantis International Small Cap Equity ETF
Shares held as of 2026-06-30: 230499 (value 63387; 0.00% of shares outstanding; change 0.00)
Holder of EUR.AX: GLOBAL X FUNDS-Global X Lithium & Battery Tech ETF
Shares held as of 2026-06-30: 7457440 (value 2050796; 0.00% of shares outstanding; change -0.12)
Holder of EURK: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 2290 (value 26105; 0.00% of shares outstanding; change 0.00)
Holder of EURK: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2025-12-31: 820 (value 9347; 0.00% of shares outstanding; change 0.00)
Holder of EURK: Merger Fund VL-The Merger Fund VL
Shares held as of 2025-12-31: 418 (value 4807; 0.00% of shares outstanding; change 0.00)
Holder of EURK: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 41046 (value 467924; 0.01% of shares outstanding; change 0.00)
Holder of EURK: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2025-12-31: 1571 (value 18066; 0.00% of shares outstanding; change 0.00)
Holder of EURK: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2025-12-31: 2338 (value 26653; 0.00% of shares outstanding; change 0.00)
Holder of EURK: Principal Funds, Inc-Global Multi-Strategy Fund
Shares held as of 2026-02-28: 1047 (value 12490; 0.00% of shares outstanding; change 0.00)
Holder of EURK: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 951 (value 10841; 0.00% of shares outstanding; change 0.00)
Holder of EURK: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 2290 (value 27319; 0.00% of shares outstanding; change 0.00)
Holder of EURK: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2026-03-31: 820 (value 9782; 0.00% of shares outstanding; change 0.00)
Holder of EURK: Merger Fund VL-The Merger Fund VL
Shares held as of 2026-03-31: 418 (value 4986; 0.00% of shares outstanding; change 0.00)
Holder of EURK: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 41046 (value 489678; 0.01% of shares outstanding; change 0.00)
Holder of EURK: TRT for Professional Managers-CrossingBridge Ultra-Short Duration ETF
Shares held as of 2026-03-31: 47921 (value 571697; 0.01% of shares outstanding; change -0.17)
Holder of EURK: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2026-03-31: 1571 (value 18742; 0.00% of shares outstanding; change 0.00)
Holder of EURK: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2026-03-31: 2338 (value 27892; 0.00% of shares outstanding; change 0.00)
Holder of EURK: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 951 (value 10888; 0.00% of shares outstanding; change 0.00)
Holder of EURK: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 951 (value 11345; 0.00% of shares outstanding; change 0.00)
Holder of EVAC: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 515292 (value 5243096; 0.01% of shares outstanding; change 0.00)
Holder of EVAC: NexPoint Funds I-NexPoint Event Driven Fund
Shares held as of 2025-12-31: 51000 (value 518925; 0.00% of shares outstanding; change 0.00)
Holder of EVAC: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 99999 (value 1017489; 0.00% of shares outstanding; change 1.00)
Holder of EVAC: High Income Securities Fund
Shares held as of 2026-02-28: 77148 (value 789224; 0.00% of shares outstanding; change 0.00)
Holder of EVAC: -RiverNorth Enhanced Pre-Merger SPAC ETF
Shares held as of 2026-03-31: 14437 (value 147690; 0.00% of shares outstanding; change 0.00)
Holder of EVAC: Comstock Funds, Inc.-COMSTOCK CAPITAL VALUE FUND
Shares held as of 2026-03-31: 5000 (value 50900; 0.00% of shares outstanding; change 0.00)
Holder of EVAC: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 515292 (value 5271436; 0.01% of shares outstanding; change 0.00)
Holder of EVAC: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 108144 (value 1106313; 0.00% of shares outstanding; change 0.00)
Holder of EVAC: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 99999 (value 1022989; 0.00% of shares outstanding; change 0.00)
Holder of EVAX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 621 (value 2204; 0.00% of shares outstanding; change 0.00)
Holder of EVAX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 621 (value 1987; 0.00% of shares outstanding; change 0.00)
Holder of EVAX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 621 (value 1838; 0.00% of shares outstanding; change 0.00)
Holder of EVC: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 455280 (value 3992805; 0.01% of shares outstanding; change -0.12)
Holder of EVC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 703404 (value 6386908; 0.01% of shares outstanding; change 0.00)
Holder of EVC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1808644 (value 16422487; 0.02% of shares outstanding; change 0.00)
Holder of EVC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 725530 (value 9127167; 0.01% of shares outstanding; change 0.00)
Holder of EVC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 608645 (value 6007326; 0.01% of shares outstanding; change 0.00)
Holder of EVC: American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 5771472 (value 52404965; 0.07% of shares outstanding; change -0.10)
Holder of EVC: American Century Capital Portfolios, Inc.-Small Cap Value Fund
Shares held as of 2026-03-31: 5829895 (value 62263280; 0.07% of shares outstanding; change -0.10)
Holder of EVC: Bridge Builder Trust-Bridge Builder Small/Mid Cap Value Fund
Shares held as of 2026-03-31: 813864 (value 8692067; 0.01% of shares outstanding; change 0.32)
Holder of EVC: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 500735 (value 5347849; 0.01% of shares outstanding; change 0.10)
Holder of EVC: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 570000 (value 6087600; 0.01% of shares outstanding; change 0.00)
Holder of EVC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 703404 (value 7512354; 0.01% of shares outstanding; change 0.00)
Holder of EVC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1808644 (value 19316318; 0.02% of shares outstanding; change 0.00)
Holder of EVC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1503188 (value 13648946; 0.02% of shares outstanding; change 0.02)
Holder of EVC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 423746 (value 3847613; 0.01% of shares outstanding; change 0.00)
Holder of EVC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 673965 (value 7197946; 0.01% of shares outstanding; change -0.07)
Holder of EVC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 619368 (value 6614850; 0.01% of shares outstanding; change 0.02)
Holder of EVC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1444395 (value 18170488; 0.02% of shares outstanding; change -0.04)
Holder of EVC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 418916 (value 5269963; 0.01% of shares outstanding; change -0.01)
Holder of EVC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1494631 (value 15962659; 0.02% of shares outstanding; change 0.03)
Holder of EVC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 804821 (value 8595488; 0.01% of shares outstanding; change 1.67)
Holder of EVCM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 195660 (value 2201175; 0.00% of shares outstanding; change -0.01)
Holder of EVCM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 143958 (value 1253874; 0.00% of shares outstanding; change 0.00)
Holder of EVCM: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 89511 (value 1034747; 0.00% of shares outstanding; change 0.01)
Holder of EVCM: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 72701 (value 840423; 0.00% of shares outstanding; change 0.01)
Holder of EVCM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 118871 (value 1093613; 0.00% of shares outstanding; change 0.26)
Holder of EVCM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 114946 (value 1057503; 0.00% of shares outstanding; change 0.06)
Holder of EVCM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 195660 (value 2261829; 0.00% of shares outstanding; change 0.00)
Holder of EVCM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 353243 (value 3973983; 0.00% of shares outstanding; change -0.05)
Holder of EVCM: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-04-30: 40128 (value 366368; 0.00% of shares outstanding; change -0.03)
Holder of EVCM: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-04-30: 69694 (value 641184; 0.00% of shares outstanding; change 0.05)
Holder of EVCM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 111938 (value 1192139; 0.00% of shares outstanding; change -0.06)
Holder of EVCM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 114946 (value 1224174; 0.00% of shares outstanding; change 0.00)
Holder of EVCM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 142983 (value 1652883; 0.00% of shares outstanding; change -0.01)
Holder of EVCM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 339396 (value 3441475; 0.00% of shares outstanding; change -0.04)
Holder of EVCM: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 117557 (value 1192028; 0.00% of shares outstanding; change 0.00)
Holder of EVCM: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-05-31: 41920 (value 504716; 0.00% of shares outstanding; change 0.04)
Holder of EVCM: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-05-31: 70170 (value 711523; 0.00% of shares outstanding; change 0.01)
Holder of EVCM: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 94392 (value 1091171; 0.00% of shares outstanding; change -0.16)
Holder of EVCM: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 114946 (value 1328775; 0.00% of shares outstanding; change 0.00)
Holder of EVCM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 342629 (value 3960791; 0.00% of shares outstanding; change 0.01)
Holder of EVCM: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 116349 (value 1344994; 0.00% of shares outstanding; change -0.01)
Holder of EVCM: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-06-30: 43072 (value 497912; 0.00% of shares outstanding; change 0.03)
Holder of EVCM: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-06-30: 70646 (value 816667; 0.00% of shares outstanding; change 0.01)
Holder of EVD.DE: AIM Intl Mutual Fd.s -Invesco Intl Small-Mid Company Fd.
Shares held as of 2025-10-31: 457543 (value 27978755; 0.00% of shares outstanding; change 0.21)
Holder of EVD.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 541299 (value 33100434; 0.01% of shares outstanding; change 0.02)
Holder of EVD.DE: Franklin Global Trust-Franklin International Growth Fund
Shares held as of 2026-01-31: 298500 (value 18253275; 0.00% of shares outstanding; change -0.09)
Holder of EVD.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 844439 (value 51637446; 0.01% of shares outstanding; change 0.01)
Holder of EVD.DE: Fidelity Investment Trust-Fidelity Series International Small Cap Fund
Shares held as of 2026-02-28: 534657 (value 32694276; 0.01% of shares outstanding; change 0.00)
Holder of EVD.DE: Fidelity Investment Trust-Fidelity International Growth Fund
Shares held as of 2026-03-31: 261400 (value 15984610; 0.00% of shares outstanding; change 0.08)
Holder of EVD.DE: Fidelity Investment Trust-Fidelity Series International Growth Fund
Shares held as of 2026-03-31: 560947 (value 34301909; 0.01% of shares outstanding; change 0.09)
Holder of EVD.DE: MFS Series Trust V-MFS International New Discovery Fund
Shares held as of 2026-03-31: 773707 (value 43521018; 0.01% of shares outstanding; change 0.24)
Holder of EVD.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 557585 (value 31364156; 0.01% of shares outstanding; change 0.03)
Holder of EVD.DE: AIM Intl Mutual Fd.s -Invesco Intl Small-Mid Company Fd.
Shares held as of 2026-04-30: 556290 (value 31291312; 0.01% of shares outstanding; change 0.22)
Holder of EVD.DE: Brown Advisory Funds-Brown Advisory Global Leaders Fund
Shares held as of 2026-04-30: 440455 (value 26933823; 0.00% of shares outstanding; change -0.07)
Holder of EVD.DE: Franklin Global Trust-Franklin International Growth Fund
Shares held as of 2026-04-30: 268900 (value 15125625; 0.00% of shares outstanding; change -0.10)
Holder of EVD.DE: Old Westbury Funds Inc-Old Westbury Large Cap Strategies Fund
Shares held as of 2026-04-30: 296673 (value 16687856; 0.00% of shares outstanding; change 0.35)
Holder of EVD.DE: PUTNAM FOCUSED INTERNATIONAL EQUITY FUND
Shares held as of 2026-04-30: 413488 (value 23258700; 0.00% of shares outstanding; change 0.83)
Holder of EVD.DE: TRANSAMERICA FUNDS-Transamerica International Equity
Shares held as of 2026-04-30: 319400 (value 17966250; 0.00% of shares outstanding; change 0.33)
Holder of EVD.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 845287 (value 47547393; 0.01% of shares outstanding; change 0.00)
Holder of EVD.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 450402 (value 27542082; 0.00% of shares outstanding; change 0.01)
Holder of EVD.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 454077 (value 25541831; 0.00% of shares outstanding; change 0.01)
Holder of EVD.DE: Brown Advisory Funds-Brown Advisory Global Leaders Fund
Shares held as of 2026-06-30: 450676 (value 25350525; 0.00% of shares outstanding; change -0.03)
Holder of EVER: T. Rowe Price Financial Services Fund, Inc.
Shares held as of 2025-12-31: 211090 (value 4061371; 0.01% of shares outstanding; change 0.17)
Holder of EVER: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 295511 (value 5685631; 0.01% of shares outstanding; change -0.01)
Holder of EVER: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 878443 (value 16901243; 0.03% of shares outstanding; change 0.08)
Holder of EVER: FINANCIAL INVESTORS TRUST-Emerald Growth Fund
Shares held as of 2026-01-31: 242434 (value 4972321; 0.01% of shares outstanding; change 0.17)
Holder of EVER: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 221724 (value 4265969; 0.01% of shares outstanding; change 0.00)
Holder of EVER: BlackRock Funds-BlackRock Advantage Small Cap Core Fund
Shares held as of 2026-02-28: 286063 (value 7163017; 0.01% of shares outstanding; change -0.02)
Holder of EVER: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 284778 (value 5840796; 0.01% of shares outstanding; change 0.01)
Holder of EVER: Hennessy Funds Trust-Hennessy Cornerstone Growth Fund
Shares held as of 2026-03-31: 353600 (value 7252336; 0.01% of shares outstanding; change 0.00)
Holder of EVER: T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U.
Shares held as of 2026-03-31: 212966 (value 5332668; 0.01% of shares outstanding; change 2.21)
Holder of EVER: T. Rowe Price Financial Services Fund, Inc.
Shares held as of 2026-03-31: 222599 (value 5573879; 0.01% of shares outstanding; change 0.05)
Holder of EVER: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 310987 (value 7787114; 0.01% of shares outstanding; change 0.05)
Holder of EVER: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 878443 (value 21996213; 0.03% of shares outstanding; change 0.00)
Holder of EVER: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 705468 (value 13573204; 0.02% of shares outstanding; change -0.02)
Holder of EVER: FINANCIAL INVESTORS TRUST-Emerald Growth Fund
Shares held as of 2026-04-30: 242434 (value 6070547; 0.01% of shares outstanding; change 0.00)
Holder of EVER: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 283715 (value 7104223; 0.01% of shares outstanding; change 0.00)
Holder of EVER: Hennessy Funds Trust-Hennessy Cornerstone Growth Fund
Shares held as of 2026-04-30: 353600 (value 9278463; 0.01% of shares outstanding; change 0.00)
Holder of EVER: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 677774 (value 17784789; 0.02% of shares outstanding; change -0.04)
Holder of EVER: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 233137 (value 6117514; 0.01% of shares outstanding; change 0.00)
Holder of EVER: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 684240 (value 17133370; 0.02% of shares outstanding; change 0.01)
Holder of EVER: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 238106 (value 5962174; 0.01% of shares outstanding; change 0.02)
Holder of EVEX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1101761 (value 3801075; 0.00% of shares outstanding; change 0.01)
Holder of EVEX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3018692 (value 10414487; 0.01% of shares outstanding; change 0.00)
Holder of EVEX: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 235947 (value 660651; 0.00% of shares outstanding; change 0.81)
Holder of EVEX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 937164 (value 2624059; 0.00% of shares outstanding; change 0.01)
Holder of EVEX: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 487940 (value 1117382; 0.00% of shares outstanding; change 0.01)
Holder of EVEX: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 473542 (value 1084411; 0.00% of shares outstanding; change 0.90)
Holder of EVEX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 557590 (value 1594707; 0.00% of shares outstanding; change 0.04)
Holder of EVEX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 193861 (value 554442; 0.00% of shares outstanding; change 0.00)
Holder of EVEX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1139662 (value 2609825; 0.00% of shares outstanding; change 0.03)
Holder of EVEX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3018692 (value 6912804; 0.01% of shares outstanding; change 0.00)
Holder of EVEX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2353811 (value 8120648; 0.01% of shares outstanding; change 0.02)
Holder of EVEX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 555561 (value 1394458; 0.00% of shares outstanding; change 0.00)
Holder of EVEX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 193861 (value 542810; 0.00% of shares outstanding; change 0.00)
Holder of EVEX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 944168 (value 2162144; 0.00% of shares outstanding; change 0.01)
Holder of EVEX: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 212384 (value 486359; 0.00% of shares outstanding; change -0.10)
Holder of EVEX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2261649 (value 6264767; 0.01% of shares outstanding; change -0.04)
Holder of EVEX: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 787243 (value 2180663; 0.00% of shares outstanding; change 0.00)
Holder of EVEX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 528051 (value 1209236; 0.00% of shares outstanding; change -0.05)
Holder of EVEX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 193861 (value 443941; 0.00% of shares outstanding; change 0.00)
Holder of EVEX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2283167 (value 5228452; 0.01% of shares outstanding; change 0.01)
Holder of EVEX: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 779131 (value 1784209; 0.00% of shares outstanding; change -0.01)
Holder of EVF: RIVERNORTH FUNDS-RiverNorth/DoubleLine Strategic Income Fund
Shares held as of 2025-12-31: 70002 (value 347909; 0.00% of shares outstanding; change 1.00)
Holder of EVF: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 1 (value 4; 0.00% of shares outstanding; change -1.00)
Holder of EVF: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 1 (value 4; 0.00% of shares outstanding; change -1.00)
Holder of EVF: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 3 (value 14; 0.00% of shares outstanding; change -0.99)
Holder of EVF: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-01-31: 116665 (value 579825; 0.01% of shares outstanding; change -0.25)
Holder of EVF: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 174 (value 864; 0.00% of shares outstanding; change 173.00)
Holder of EVF: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 470 (value 2335; 0.00% of shares outstanding; change 155.67)
Holder of EVF: SCM Trust-ICON FLEXIBLE BOND FUND
Shares held as of 2026-03-31: 307371 (value 1527633; 0.02% of shares outstanding; change 1.00)
Holder of EVF: Starboard Investment Trust-Matisse Discounted Bond CEF Strategy
Shares held as of 2026-03-31: 27527 (value 136809; 0.00% of shares outstanding; change 1.00)
Holder of EVF: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-04-30: 83926 (value 417112; 0.00% of shares outstanding; change -0.28)
Holder of EVG: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-01-31: 31348 (value 335423; 0.00% of shares outstanding; change 1.00)
Holder of EVG: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-04-30: 50512 (value 533406; 0.00% of shares outstanding; change 0.61)
Holder of EVG: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-04-30: 59374 (value 631739; 0.00% of shares outstanding; change 0.00)
Holder of EVG: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 131792 (value 1415446; 0.01% of shares outstanding; change 0.05)
Holder of EVG: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-05-31: 59374 (value 639511; 0.00% of shares outstanding; change 0.00)
Holder of EVG: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 128123 (value 1370916; 0.01% of shares outstanding; change -0.03)
Holder of EVG: First TRT Exch-Trd Fd. VIII-First TRT Income Opportunities ETF
Shares held as of 2026-06-30: 58476 (value 617506; 0.00% of shares outstanding; change -0.02)
Holder of EVG: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 127844 (value 1350032; 0.01% of shares outstanding; change 0.00)
Holder of EVGN: Fidelity NASDAQ Composite Index Fund
Shares held as of 2024-05-31: 5901 (value 3201; 0.00% of shares outstanding; change 0.00)
Holder of EVGO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1482470 (value 3291083; 0.01% of shares outstanding; change 0.04)
Holder of EVGO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1641640 (value 3644440; 0.01% of shares outstanding; change -0.04)
Holder of EVGO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2918612 (value 6479318; 0.02% of shares outstanding; change -0.04)
Holder of EVGO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3981094 (value 8838028; 0.03% of shares outstanding; change 0.00)
Holder of EVGO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1250303 (value 2425587; 0.01% of shares outstanding; change 0.00)
Holder of EVGO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1564889 (value 2222142; 0.01% of shares outstanding; change 0.06)
Holder of EVGO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1637139 (value 2324737; 0.01% of shares outstanding; change 0.00)
Holder of EVGO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2947866 (value 4185969; 0.02% of shares outstanding; change 0.01)
Holder of EVGO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3981094 (value 5653153; 0.03% of shares outstanding; change 0.00)
Holder of EVGO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3250901 (value 7217000; 0.02% of shares outstanding; change 0.02)
Holder of EVGO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 928392 (value 2061030; 0.01% of shares outstanding; change 0.00)
Holder of EVGO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1275855 (value 1811714; 0.01% of shares outstanding; change 0.02)
Holder of EVGO: Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF
Shares held as of 2026-04-30: 2832752 (value 5665504; 0.02% of shares outstanding; change -0.19)
Holder of EVGO: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-04-30: 2263458 (value 4526916; 0.02% of shares outstanding; change 0.00)
Holder of EVGO: SPDR SERIES TRUST-State Street SPDR S&P Retail ETF
Shares held as of 2026-04-30: 1027233 (value 2054466; 0.01% of shares outstanding; change 0.22)
Holder of EVGO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3123781 (value 6122610; 0.02% of shares outstanding; change -0.04)
Holder of EVGO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 917787 (value 1798862; 0.01% of shares outstanding; change -0.01)
Holder of EVGO: Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF
Shares held as of 2026-05-31: 3258496 (value 5474273; 0.02% of shares outstanding; change 0.15)
Holder of EVGO: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-05-31: 2231930 (value 4028633; 0.02% of shares outstanding; change -0.01)
Holder of EVGO: SPDR SERIES TRUST-State Street SPDR S&P Retail ETF
Shares held as of 2026-05-31: 2304636 (value 4159867; 0.02% of shares outstanding; change 1.24)
Holder of EVGO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3153461 (value 4477914; 0.02% of shares outstanding; change 0.01)
Holder of EVGO: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 925564 (value 1554947; 0.01% of shares outstanding; change 0.01)
Holder of EVGO: Invesco Exchange-Traded Fund Trust II-Invesco Global Clean Energy ETF
Shares held as of 2026-06-30: 1066459 (value 1514371; 0.01% of shares outstanding; change 0.80)
Holder of EVGO: Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF
Shares held as of 2026-06-30: 3638542 (value 5166729; 0.03% of shares outstanding; change 0.12)
Holder of EVGO: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-06-30: 2079974 (value 2953562; 0.01% of shares outstanding; change -0.07)
Holder of EVGO: SPDR SERIES TRUST-State Street SPDR S&P Retail ETF
Shares held as of 2026-06-30: 1454571 (value 2065490; 0.01% of shares outstanding; change -0.37)
Holder of EVH: JPMorgan Trust II-JPMorgan Small Cap Growth Fund
Shares held as of 2025-12-31: 1532602 (value 6053777; 0.01% of shares outstanding; change -0.11)
Holder of EVH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1221129 (value 4823459; 0.01% of shares outstanding; change -0.06)