speb/financial-data huggingface dataset:
Holder of DY: Fidelity Puritan Trust-Fidelity Puritan Fund
Shares held as of 2026-05-31: 278041 (value 119504801; 0.01% of shares outstanding; change 0.12)
Holder of DY: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-05-31: 814365 (value 350022218; 0.03% of shares outstanding; change 0.03)
Holder of DY: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-05-31: 274820 (value 111881966; 0.01% of shares outstanding; change 0.05)
Holder of DY: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1016622 (value 436954299; 0.03% of shares outstanding; change 0.00)
Holder of DY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 698406 (value 300181881; 0.02% of shares outstanding; change 0.02)
Holder of DY: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-06-30: 299542 (value 128746146; 0.01% of shares outstanding; change 0.09)
Holder of DY6.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 7921243 (value 317325005; 0.01% of shares outstanding; change -0.01)
Holder of DY6.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 15760905 (value 626338391; 0.01% of shares outstanding; change 0.00)
Holder of DY6.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 13390486 (value 532137936; 0.01% of shares outstanding; change -0.02)
Holder of DY6.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 19681239 (value 782132470; 0.02% of shares outstanding; change 0.00)
Holder of DY6.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 5735568 (value 227931481; 0.01% of shares outstanding; change -0.01)
Holder of DY6.DE: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2026-03-31: 5475000 (value 217576509; 0.00% of shares outstanding; change -0.07)
Holder of DY6.DE: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-04-30: 14055489 (value 563062908; 0.01% of shares outstanding; change -0.02)
Holder of DY6.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 7384928 (value 295840225; 0.01% of shares outstanding; change 0.03)
Holder of DY6.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 8022856 (value 321395622; 0.01% of shares outstanding; change 0.01)
Holder of DY6.DE: iShares Trust-iShares MSCI USA Quality Factor ETF
Shares held as of 2026-04-30: 4989670 (value 199886187; 0.00% of shares outstanding; change 0.00)
Holder of DY6.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 14733387 (value 585504824; 0.01% of shares outstanding; change 0.85)
Holder of DY6.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 15160895 (value 602493992; 0.01% of shares outstanding; change 0.89)
Holder of DY6.DE: iShares Trust-iShares Russell Mid-Cap ETF
Shares held as of 2026-05-31: 4474879 (value 177831698; 0.00% of shares outstanding; change 0.89)
Holder of DY6.DE: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-06-30: 28610696 (value 1136989107; 0.02% of shares outstanding; change 0.12)
Holder of DY6.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 13893752 (value 552137727; 0.01% of shares outstanding; change 0.00)
Holder of DYAI: Northern Funds-SMALL CAP CORE FUND
Shares held as of 2025-12-31: 11601 (value 9373; 0.00% of shares outstanding; change 0.00)
Holder of DYAI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 184470 (value 149051; 0.01% of shares outstanding; change 0.00)
Holder of DYAI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 583627 (value 471570; 0.02% of shares outstanding; change 0.00)
Holder of DYAI: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 5963 (value 7095; 0.00% of shares outstanding; change 0.90)
Holder of DYAI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 151677 (value 107781; 0.01% of shares outstanding; change 0.07)
Holder of DYAI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 48866 (value 34724; 0.00% of shares outstanding; change 0.00)
Holder of DYAI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 29080 (value 20664; 0.00% of shares outstanding; change 0.00)
Holder of DYAI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 37314 (value 26515; 0.00% of shares outstanding; change 0.00)
Holder of DYAI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 344606 (value 410081; 0.01% of shares outstanding; change 0.87)
Holder of DYAI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 583627 (value 694516; 0.02% of shares outstanding; change 0.00)
Holder of DYAI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 72188 (value 51296; 0.00% of shares outstanding; change -0.01)
Holder of DYAI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 151125 (value 135408; 0.01% of shares outstanding; change 0.00)
Holder of DYAI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 48866 (value 43783; 0.00% of shares outstanding; change 0.00)
Holder of DYAI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 29080 (value 26055; 0.00% of shares outstanding; change 0.00)
Holder of DYAI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 37314 (value 33433; 0.00% of shares outstanding; change 0.00)
Holder of DYAI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 72663 (value 68339; 0.00% of shares outstanding; change 0.01)
Holder of DYAI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 151125 (value 179838; 0.01% of shares outstanding; change 0.00)
Holder of DYAI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 48866 (value 58150; 0.00% of shares outstanding; change 0.00)
Holder of DYAI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 29080 (value 34605; 0.00% of shares outstanding; change 0.00)
Holder of DYAI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 37314 (value 44403; 0.00% of shares outstanding; change 0.00)
Holder of DYAI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 71713 (value 85338; 0.00% of shares outstanding; change -0.01)
Holder of DYH.DE: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 14028934 (value 1691889418; 0.03% of shares outstanding; change 0.08)
Holder of DYH.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 5782677 (value 608337602; 0.01% of shares outstanding; change 0.00)
Holder of DYH.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 11507370 (value 1387788804; 0.03% of shares outstanding; change 0.00)
Holder of DYH.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 9778919 (value 1179337616; 0.02% of shares outstanding; change -0.01)
Holder of DYH.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Value Index Fund
Shares held as of 2026-03-31: 2943506 (value 309656822; 0.01% of shares outstanding; change 0.04)
Holder of DYH.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 14379379 (value 1734153085; 0.03% of shares outstanding; change 0.01)
Holder of DYH.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 4187231 (value 504980052; 0.01% of shares outstanding; change 0.00)
Holder of DYH.DE: SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD
Shares held as of 2026-04-30: 4331703 (value 455695142; 0.01% of shares outstanding; change -0.09)
Holder of DYH.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 5398808 (value 567954585; 0.01% of shares outstanding; change 0.03)
Holder of DYH.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 5856837 (value 616139234; 0.01% of shares outstanding; change 0.01)
Holder of DYH.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 5794557 (value 698823565; 0.01% of shares outstanding; change 0.00)
Holder of DYH.DE: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-05-31: 3337309 (value 402479460; 0.01% of shares outstanding; change 0.16)
Holder of DYH.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 5965605 (value 719451953; 0.01% of shares outstanding; change 0.02)
Holder of DYH.DE: SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD
Shares held as of 2026-06-30: 4017427 (value 484501690; 0.01% of shares outstanding; change -0.10)
Holder of DYH.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 5479286 (value 660801883; 0.01% of shares outstanding; change 0.01)
Holder of DYI.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 334426 (value 128820899; 0.01% of shares outstanding; change 0.07)
Holder of DYI.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 367529 (value 141572175; 0.01% of shares outstanding; change 0.04)
Holder of DYI.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 656456 (value 252866859; 0.02% of shares outstanding; change 0.05)
Holder of DYI.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 902919 (value 347804409; 0.03% of shares outstanding; change 0.04)
Holder of DYI.DE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 288724 (value 111216488; 0.01% of shares outstanding; change 0.05)
Holder of DYI.DE: Fidelity Puritan Trust-Fidelity Puritan Fund
Shares held as of 2026-05-31: 278041 (value 107101396; 0.01% of shares outstanding; change 0.12)
Holder of DYI.DE: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-05-31: 814365 (value 313693407; 0.03% of shares outstanding; change 0.03)
Holder of DYI.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-05-31: 274820 (value 100584120; 0.01% of shares outstanding; change 0.05)
Holder of DYI.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1016622 (value 391602806; 0.03% of shares outstanding; change 0.00)
Holder of DYI.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 698406 (value 269025999; 0.02% of shares outstanding; change 0.02)
Holder of DYI.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-06-30: 299542 (value 115383582; 0.01% of shares outstanding; change 0.09)
Holder of DYN: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2025-12-31: 2560505 (value 49494561; 0.02% of shares outstanding; change 18.00)
Holder of DYN: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2025-12-31: 2949919 (value 57021934; 0.02% of shares outstanding; change 20.79)
Holder of DYN: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 5438301 (value 105122357; 0.03% of shares outstanding; change 19.08)
Holder of DYN: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 2466223 (value 42024442; 0.01% of shares outstanding; change 0.95)
Holder of DYN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4593657 (value 88795389; 0.03% of shares outstanding; change 0.17)
Holder of DYN: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2026-03-31: 3380050 (value 82608423; 0.02% of shares outstanding; change 0.32)
Holder of DYN: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 2997457 (value 73257850; 0.02% of shares outstanding; change 0.91)
Holder of DYN: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 2195105 (value 37404591; 0.01% of shares outstanding; change 0.25)
Holder of DYN: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 1964344 (value 37970769; 0.01% of shares outstanding; change 0.44)
Holder of DYN: JANUS INVESTMENT FUND-Janus Henderson Global Life Sciences Fund
Shares held as of 2026-03-31: 2528224 (value 43080939; 0.02% of shares outstanding; change 0.00)
Holder of DYN: T. ROWE PRICE CAPITAL APPRECIATION Fd., INC.-T. Rowe Price Capital App
Shares held as of 2026-03-31: 3279669 (value 80155112; 0.02% of shares outstanding; change 1.00)
Holder of DYN: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2026-03-31: 3809721 (value 93109583; 0.02% of shares outstanding; change 0.29)
Holder of DYN: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 7012202 (value 171378220; 0.04% of shares outstanding; change 0.29)
Holder of DYN: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 4625081 (value 113036982; 0.03% of shares outstanding; change 0.88)
Holder of DYN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4645637 (value 113539370; 0.03% of shares outstanding; change 0.01)
Holder of DYN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3253081 (value 62882055; 0.02% of shares outstanding; change 0.08)
Holder of DYN: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 2669005 (value 59278598; 0.02% of shares outstanding; change 0.22)
Holder of DYN: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 3842949 (value 80202348; 0.02% of shares outstanding; change 0.12)
Holder of DYN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3125734 (value 72110682; 0.02% of shares outstanding; change -0.04)
Holder of DYN: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 2862005 (value 69947403; 0.02% of shares outstanding; change 0.07)
Holder of DYN: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 3805107 (value 87974077; 0.02% of shares outstanding; change -0.01)
Holder of DYN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3189212 (value 77944342; 0.02% of shares outstanding; change 0.02)
Holder of DYN: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 4136948 (value 101107011; 0.03% of shares outstanding; change 0.09)
Holder of DYNC: BERKSHIRE FUNDS-Berkshire Focus Fund
Shares held as of 2025-12-31: 10 (value 107; 0.00% of shares outstanding; change 0.00)
Holder of DYNC: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 116741 (value 1259635; 0.01% of shares outstanding; change -0.27)
Holder of DYNC: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 55632 (value 600825; 0.00% of shares outstanding; change 0.00)
Holder of DYNC: BERKSHIRE FUNDS-Berkshire Focus Fund
Shares held as of 2026-03-31: 10 (value 107; 0.00% of shares outstanding; change 0.00)
Holder of DYNC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 20472 (value 221097; 0.00% of shares outstanding; change 0.36)
Holder of DYNC: TRT for Professional Managers-CrossingBridge Ultra-Short Duration Fd.
Shares held as of 2026-03-31: 272717 (value 2943980; 0.02% of shares outstanding; change 1.00)
Holder of DYNC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 20472 (value 220892; 0.00% of shares outstanding; change 0.00)
Holder of DYNC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 20472 (value 220892; 0.00% of shares outstanding; change 0.00)
Holder of DYOR: Driehaus Mutual Funds-Driehaus Event Driven Fund
Shares held as of 2025-12-31: 15048 (value 151081; 0.00% of shares outstanding; change 1.00)
Holder of DYOR: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 517030 (value 5190981; 0.03% of shares outstanding; change 1.00)
Holder of DYOR: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 100000 (value 1010000; 0.01% of shares outstanding; change 1.00)
Holder of DYOR: Saba Capital Income & Opportunities Fund
Shares held as of 2026-01-31: 20986 (value 210909; 0.00% of shares outstanding; change 1.00)
Holder of DYOR: Saba Capital Income & Opportunities Fund II
Shares held as of 2026-01-31: 10820 (value 108741; 0.00% of shares outstanding; change 1.00)
Holder of DYOR: Brinker Capital Destinations TRT-Destinations Multi Strategy Alternati
Shares held as of 2026-02-28: 34952 (value 351966; 0.00% of shares outstanding; change 1.00)
Holder of DYOR: High Income Securities Fund
Shares held as of 2026-02-28: 100000 (value 1007820; 0.01% of shares outstanding; change 1.00)
Holder of DYOR: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 469164 (value 4728328; 0.03% of shares outstanding; change -0.09)
Holder of DYOR: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 72164 (value 727283; 0.00% of shares outstanding; change -0.09)
Holder of DYOR: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 100000 (value 1007820; 0.01% of shares outstanding; change 0.00)
Holder of DYOR: TRT for Professional Managers-CrossingBridge Ultra-Short Duration ETF
Shares held as of 2026-03-31: 24985 (value 251803; 0.00% of shares outstanding; change 1.00)
Holder of E: Steward Funds Inc-Steward Values Enhanced International Fund
Shares held as of 2026-01-31: 45074 (value 2226655; 0.00% of shares outstanding; change 0.00)
Holder of E: Trust for Professional Managers-ActivePassive International Equity ETF
Shares held as of 2026-02-28: 81115 (value 4250426; 0.00% of shares outstanding; change -0.15)
Holder of E: ADVISORS' INNER CIRCLE III-GQG PARTNERS EMERGING MARKETS EQUITY FUND
Shares held as of 2026-03-31: 49733 (value 2606009; 0.00% of shares outstanding; change 1.00)
Holder of E: ADVISORS' INNER CIRCLE III-GQG Partners Global Quality Value Fund
Shares held as of 2026-03-31: 121531 (value 6368224; 0.00% of shares outstanding; change 0.09)
Holder of E: American Century ETF Trust-Avantis International Equity Fund
Shares held as of 2026-03-31: 41092 (value 2153220; 0.00% of shares outstanding; change 0.00)
Holder of E: Amplify ETF TRT-Amplify CWP Intl Enhanced Dividend Income ETF
Shares held as of 2026-03-31: 378921 (value 19855460; 0.00% of shares outstanding; change 0.26)
Holder of E: Gabelli Dividend & Income Trust
Shares held as of 2026-03-31: 123000 (value 5765009; 0.00% of shares outstanding; change 0.00)
Holder of E: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 647143 (value 34622150; 0.00% of shares outstanding; change 0.09)
Holder of E: American Century ETF Trust-Avantis International Large Cap Value ETF
Shares held as of 2026-04-30: 207714 (value 11175013; 0.00% of shares outstanding; change 0.02)
Holder of E: Invesco Exch-Trd Fd. TRT-Invesco Intl Dividend Achievers ETF
Shares held as of 2026-04-30: 597652 (value 31974382; 0.00% of shares outstanding; change 0.03)
Holder of E: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-04-30: 94951 (value 5079878; 0.00% of shares outstanding; change 0.00)
Holder of E: Steward Funds Inc-Steward Values Enhanced International Fund
Shares held as of 2026-04-30: 40138 (value 2103231; 0.00% of shares outstanding; change -0.11)
Holder of E: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 683993 (value 34042331; 0.00% of shares outstanding; change 0.06)
Holder of E: American Century ETF Trust-Avantis International Large Cap Value ETF
Shares held as of 2026-05-31: 341460 (value 16004229; 0.00% of shares outstanding; change 0.64)
Holder of E: Invesco Exch-Trd Fd. TRT-Invesco Intl Dividend Achievers ETF
Shares held as of 2026-05-31: 599880 (value 29856027; 0.00% of shares outstanding; change 0.00)
Holder of E: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-05-31: 93607 (value 4439780; 0.00% of shares outstanding; change -0.01)
Holder of E: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-06-30: 703537 (value 36865339; 0.00% of shares outstanding; change 0.03)
Holder of E: American Century ETF Trust-Avantis International Large Cap Value ETF
Shares held as of 2026-06-30: 374150 (value 19605460; 0.00% of shares outstanding; change 0.10)
Holder of E: Gabelli Dividend & Income Trust
Shares held as of 2026-06-30: 123000 (value 6445200; 0.00% of shares outstanding; change 0.00)
Holder of E: Invesco Exch-Trd Fd. TRT-Invesco Intl Dividend Achievers ETF
Shares held as of 2026-06-30: 474642 (value 24871241; 0.00% of shares outstanding; change -0.21)
Holder of E0P.DE: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 3281948 (value 109141184; 0.02% of shares outstanding; change 0.03)
Holder of E0P.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1459337 (value 48530253; 0.01% of shares outstanding; change 0.03)
Holder of E0P.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2871588 (value 95494662; 0.02% of shares outstanding; change 0.02)
Holder of E0P.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1828686 (value 60812954; 0.01% of shares outstanding; change 0.01)
Holder of E0P.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3964185 (value 131828976; 0.03% of shares outstanding; change 0.01)
Holder of E0P.DE: Invesco Exchange-Traded Fund Trust II-Invesco Solar ETF
Shares held as of 2026-04-30: 2647834 (value 146451702; 0.02% of shares outstanding; change 0.04)
Holder of E0P.DE: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 1196344 (value 66169788; 0.01% of shares outstanding; change 0.01)
Holder of E0P.DE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 7974797 (value 441086033; 0.06% of shares outstanding; change 0.01)
Holder of E0P.DE: iShares Trust-iShares Global Clean Energy ETF
Shares held as of 2026-04-30: 2472979 (value 136780471; 0.02% of shares outstanding; change 0.44)
Holder of E0P.DE: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 1217943 (value 67364429; 0.01% of shares outstanding; change -0.05)
Holder of E0P.DE: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-05-31: 1261336 (value 45149519; 0.01% of shares outstanding; change 0.11)
Holder of E0P.DE: Invesco Exchange-Traded Fund Trust II-Invesco Solar ETF
Shares held as of 2026-05-31: 2935228 (value 105066480; 0.02% of shares outstanding; change 0.11)
Holder of E0P.DE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 7939332 (value 264022494; 0.06% of shares outstanding; change 0.00)
Holder of E0P.DE: iShares Trust-iShares Global Clean Energy ETF
Shares held as of 2026-05-31: 2812050 (value 93514725; 0.02% of shares outstanding; change 0.14)
Holder of E0P.DE: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 1252795 (value 41661699; 0.01% of shares outstanding; change 0.03)
Holder of E0P.DE: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-06-30: 1434315 (value 47698146; 0.01% of shares outstanding; change 0.14)
Holder of E0P.DE: Invesco Exchange-Traded Fund Trust II-Invesco Solar ETF
Shares held as of 2026-06-30: 2492456 (value 82886626; 0.02% of shares outstanding; change -0.15)
Holder of E20.DE: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-01-31: 1404525 (value 153205589; 0.01% of shares outstanding; change 1.00)
Holder of E20.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1719126 (value 187522267; 0.01% of shares outstanding; change 1.00)
Holder of E20.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3420688 (value 265753259; 0.02% of shares outstanding; change 1.00)
Holder of E20.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3067837 (value 238340264; 0.02% of shares outstanding; change 0.02)
Holder of E20.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4233864 (value 328928904; 0.03% of shares outstanding; change 0.01)
Holder of E20.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 1505017 (value 164167257; 0.01% of shares outstanding; change -0.03)
Holder of E20.DE: SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect
Shares held as of 2026-04-30: 9076222 (value 990034312; 0.06% of shares outstanding; change 1.04)
Holder of E20.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1608278 (value 175430967; 0.01% of shares outstanding; change 0.03)
Holder of E20.DE: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-04-30: 1361483 (value 105773617; 0.01% of shares outstanding; change -0.03)
Holder of E20.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1741200 (value 189930099; 0.01% of shares outstanding; change 0.01)
Holder of E20.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3191629 (value 348142897; 0.02% of shares outstanding; change -0.04)
Holder of E20.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1722661 (value 133833537; 0.01% of shares outstanding; change 0.00)
Holder of E20.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 1498622 (value 120384308; 0.01% of shares outstanding; change 0.00)
Holder of E20.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1773748 (value 137802486; 0.01% of shares outstanding; change 0.02)
Holder of E20.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3243993 (value 252025824; 0.02% of shares outstanding; change 0.02)
Holder of E20.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 1579630 (value 122721458; 0.01% of shares outstanding; change 0.05)
Holder of E20.DE: SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect
Shares held as of 2026-06-30: 5721598 (value 444510962; 0.04% of shares outstanding; change -0.36)
Holder of E20.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1632685 (value 126843301; 0.01% of shares outstanding; change 0.01)
Holder of E3B.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1938323 (value 7375319; 0.00% of shares outstanding; change 0.78)
Holder of E3B.DE: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 901519 (value 3430279; 0.00% of shares outstanding; change 0.73)
Holder of E3B.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 1521096 (value 5787770; 0.00% of shares outstanding; change 0.73)
Holder of E3B.DE: Procure ETF Trust II-Procure Space ETF
Shares held as of 2026-01-31: 1175033 (value 4471000; 0.00% of shares outstanding; change 1.87)
Holder of E3B.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 753376 (value 2866595; 0.00% of shares outstanding; change 0.73)
Holder of E3B.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 3009720 (value 11451984; 0.00% of shares outstanding; change 0.77)
Holder of E3B.DE: NYLI CBRE Global Infrastructure Megatrends Term Fund
Shares held as of 2026-02-28: 2197657 (value 4492010; 0.00% of shares outstanding; change 0.73)
Holder of E3B.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2838081 (value 5801037; 0.00% of shares outstanding; change 0.46)
Holder of E3B.DE: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 4360418 (value 16591390; 0.00% of shares outstanding; change 0.05)
Holder of E3B.DE: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 853668 (value 1744897; 0.00% of shares outstanding; change -0.05)
Holder of E3B.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 1273142 (value 2602302; 0.00% of shares outstanding; change -0.16)
Holder of E3B.DE: Procure ETF Trust II-Procure Space ETF
Shares held as of 2026-04-30: 3409228 (value 6968461; 0.00% of shares outstanding; change 1.90)
Holder of E3B.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 1111668 (value 2272249; 0.00% of shares outstanding; change 0.48)
Holder of E3B.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 4326621 (value 8843612; 0.00% of shares outstanding; change 0.44)
Holder of E3B.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 2443533 (value 9297643; 0.00% of shares outstanding; change 0.01)
Holder of E3B.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 1164791 (value 4432029; 0.00% of shares outstanding; change 0.00)
Holder of E3B.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 2283447 (value 4667365; 0.00% of shares outstanding; change -0.07)
Holder of E3B.DE: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 1073599 (value 2194436; 0.00% of shares outstanding; change -0.08)
Holder of E3B.DE: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 6761224 (value 13819941; 0.01% of shares outstanding; change 0.13)
Holder of E3X1.DE: ACAP Strategic Fund
Shares held as of 2026-03-31: 1176877 (value 265974202; 0.01% of shares outstanding; change 0.00)
Holder of E3X1.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1494295 (value 287621895; 0.01% of shares outstanding; change 0.00)
Holder of E3X1.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 2974572 (value 672253272; 0.03% of shares outstanding; change 0.01)
Holder of E3X1.DE: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 1450437 (value 327798762; 0.01% of shares outstanding; change -0.02)
Holder of E3X1.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund
Shares held as of 2026-03-31: 890000 (value 201140000; 0.01% of shares outstanding; change -0.09)
Holder of E3X1.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 2527025 (value 571107650; 0.02% of shares outstanding; change -0.01)
Holder of E3X1.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3711427 (value 838782502; 0.03% of shares outstanding; change 0.01)
Holder of E3X1.DE: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-04-30: 889145 (value 171142625; 0.01% of shares outstanding; change 0.01)
Holder of E3X1.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1402536 (value 269960123; 0.01% of shares outstanding; change 0.03)
Holder of E3X1.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1513441 (value 291307117; 0.01% of shares outstanding; change 0.01)
Holder of E3X1.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1497367 (value 338404942; 0.01% of shares outstanding; change 0.00)
Holder of E3X1.DE: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-05-31: 899262 (value 209662929; 0.01% of shares outstanding; change 0.01)
Holder of E3X1.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1541457 (value 348369282; 0.01% of shares outstanding; change 0.02)
Holder of E3X1.DE: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-06-30: 1449935 (value 327685310; 0.01% of shares outstanding; change 0.61)
Holder of E3X1.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1383666 (value 312708516; 0.01% of shares outstanding; change -0.02)
Holder of EA: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 5660784 (value 1141893355; 0.02% of shares outstanding; change 0.02)
Holder of EA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 7857130 (value 1584940273; 0.03% of shares outstanding; change 0.00)
Holder of EA: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 2876342 (value 580215711; 0.01% of shares outstanding; change 0.01)
Holder of EA: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 5725444 (value 1196961308; 0.02% of shares outstanding; change 0.01)
Holder of EA: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 5404375 (value 1129838624; 0.02% of shares outstanding; change -0.01)
Holder of EA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7942965 (value 1660556243; 0.03% of shares outstanding; change 0.01)
Holder of EA: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 2315160 (value 484007343; 0.01% of shares outstanding; change 0.01)
Holder of EA: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 1269882 (value 260592493; 0.01% of shares outstanding; change -0.01)
Holder of EA: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 2886291 (value 585830487; 0.01% of shares outstanding; change 0.00)
Holder of EA: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 5356267 (value 1088768415; 0.02% of shares outstanding; change 0.02)
Holder of EA: SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect
Shares held as of 2026-04-30: 5265190 (value 1070255193; 0.02% of shares outstanding; change -0.08)
Holder of EA: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2697724 (value 548366369; 0.01% of shares outstanding; change 0.03)
Holder of EA: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 2913205 (value 597818817; 0.01% of shares outstanding; change 0.01)
Holder of EA: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 2882256 (value 602564432; 0.01% of shares outstanding; change 0.00)
Holder of EA: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 5422762 (value 1132814948; 0.02% of shares outstanding; change 0.01)
Holder of EA: SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect
Shares held as of 2026-05-31: 5196448 (value 1072209132; 0.02% of shares outstanding; change -0.01)
Holder of EA: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 2724055 (value 562067906; 0.01% of shares outstanding; change 0.01)
Holder of EA: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2967177 (value 620318016; 0.01% of shares outstanding; change 0.02)
Holder of EA: iShares Trust-iShares Expanded Tech-Software Sector ETF
Shares held as of 2026-05-31: 1304916 (value 272805735; 0.01% of shares outstanding; change 0.19)
Holder of EA: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 5322749 (value 1112773892; 0.02% of shares outstanding; change -0.02)
Holder of EA: SELECT SECTOR SPDR TRT-State Street Communication Services Select Sect
Shares held as of 2026-06-30: 5021228 (value 1049737913; 0.02% of shares outstanding; change -0.03)
Holder of EA: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2722462 (value 569157899; 0.01% of shares outstanding; change 0.00)
Holder of EAC.DE: MFS SERIES TRUST XI-MFS Mid Cap Value Fund
Shares held as of 2026-03-31: 1576157 (value 95452070; 0.01% of shares outstanding; change -0.04)
Holder of EAC.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1274214 (value 77166401; 0.01% of shares outstanding; change 0.04)
Holder of EAC.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2630899 (value 159327247; 0.02% of shares outstanding; change 0.02)
Holder of EAC.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1675312 (value 101456897; 0.01% of shares outstanding; change 0.00)
Holder of EAC.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3618706 (value 219148840; 0.03% of shares outstanding; change 0.02)
Holder of EAC.DE: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-04-30: 1708500 (value 100493969; 0.01% of shares outstanding; change -0.14)
Holder of EAC.DE: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-04-30: 2374256 (value 143784946; 0.02% of shares outstanding; change 0.06)
Holder of EAC.DE: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-05-31: 1708500 (value 103466762; 0.01% of shares outstanding; change 0.00)
Holder of EAC.DE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 6922495 (value 419226306; 0.06% of shares outstanding; change 0.00)
Holder of EAC.DE: iShares Trust-iShares Select Dividend ETF
Shares held as of 2026-05-31: 2422892 (value 146730342; 0.02% of shares outstanding; change -0.01)
Holder of EAC.DE: AMERICAN MUTUAL FUND
Shares held as of 2026-06-30: 2040607 (value 123579162; 0.02% of shares outstanding; change -0.33)
Holder of EAD: RIVERNORTH FUNDS-RiverNorth/DoubleLine Strategic Income Fund
Shares held as of 2025-12-31: 281149 (value 1849960; 0.00% of shares outstanding; change -0.23)
Holder of EAD: RiverNorth Capital and Income Fund
Shares held as of 2025-12-31: 9528 (value 62694; 0.00% of shares outstanding; change -0.23)
Holder of EAD: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2025-12-31: 39038 (value 256870; 0.00% of shares outstanding; change 0.00)
Holder of EAD: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2025-12-31: 24503 (value 161229; 0.00% of shares outstanding; change 0.00)
Holder of EAD: Thrivent Series Fund, Inc.-Thrivent Dynamic Allocation Portfolio
Shares held as of 2025-12-31: 9497 (value 62490; 0.00% of shares outstanding; change 0.00)
Holder of EAD: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2025-12-31: 18858 (value 124085; 0.00% of shares outstanding; change 0.00)
Holder of EAD: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-01-31: 10265 (value 65798; 0.00% of shares outstanding; change 0.00)
Holder of EAD: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-01-31: 82040 (value 534080; 0.00% of shares outstanding; change 0.00)
Holder of EAD: RIVERNORTH FUNDS-RiverNorth/DoubleLine Strategic Income Fund
Shares held as of 2026-03-31: 83030 (value 522258; 0.00% of shares outstanding; change -0.70)
Holder of EAD: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 751 (value 4723; 0.00% of shares outstanding; change 0.75)
Holder of EAD: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2026-03-31: 39038 (value 245549; 0.00% of shares outstanding; change 0.00)
Holder of EAD: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2026-03-31: 24503 (value 154123; 0.00% of shares outstanding; change 0.00)
Holder of EAD: Thrivent Series Fund, Inc.-Thrivent Dynamic Allocation Portfolio
Shares held as of 2026-03-31: 10662 (value 67063; 0.00% of shares outstanding; change 0.12)
Holder of EAD: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2026-03-31: 18858 (value 118616; 0.00% of shares outstanding; change 0.00)
Holder of EAD: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-04-30: 35601 (value 227846; 0.00% of shares outstanding; change 0.06)
Holder of EAD: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 727496 (value 4670524; 0.01% of shares outstanding; change 0.06)
Holder of EAD: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-04-30: 12911 (value 81210; 0.00% of shares outstanding; change 0.26)
Holder of EAD: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-04-30: 94471 (value 594222; 0.00% of shares outstanding; change 0.15)
Holder of EAD: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-05-31: 35601 (value 226778; 0.00% of shares outstanding; change 0.00)
Holder of EAD: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 706804 (value 4502341; 0.01% of shares outstanding; change -0.03)
Holder of EAD: Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF
Shares held as of 2026-06-30: 41589 (value 261594; 0.00% of shares outstanding; change 0.17)
Holder of EAD: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 705247 (value 4436003; 0.01% of shares outstanding; change 0.00)
Holder of EAF: AMG Funds-AMG Yacktman Fund
Shares held as of 2025-12-31: 700000 (value 6985999; 0.03% of shares outstanding; change 0.00)
Holder of EAF: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2025-12-31: 54707 (value 545975; 0.00% of shares outstanding; change 0.73)
Holder of EAF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 180358 (value 1799972; 0.01% of shares outstanding; change -0.04)
Holder of EAF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 665308 (value 6639773; 0.03% of shares outstanding; change 0.00)
Holder of EAF: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 251211 (value 1904179; 0.01% of shares outstanding; change 0.03)
Holder of EAF: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-01-31: 43867 (value 332511; 0.00% of shares outstanding; change -0.12)
Holder of EAF: SCHWAB CAPITAL TRUST-Schwab Fundamental U.S. Small Company Index Fund
Shares held as of 2026-01-31: 183084 (value 1387776; 0.01% of shares outstanding; change 0.26)
Holder of EAF: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 931758 (value 6932279; 0.04% of shares outstanding; change 0.28)
Holder of EAF: AMG Funds-AMG Yacktman Fund
Shares held as of 2026-03-31: 700000 (value 5208000; 0.03% of shares outstanding; change 0.00)
Holder of EAF: Columbia Fd.s Varbl Insurance TRT-Columbia Varbl PORT. - Small Cap Val
Shares held as of 2026-03-31: 51889 (value 386054; 0.00% of shares outstanding; change -0.02)
Holder of EAF: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 59510 (value 518927; 0.00% of shares outstanding; change 0.25)
Holder of EAF: PIMCO Equity Series-PIMCO RAE US Small Fund
Shares held as of 2026-03-31: 105808 (value 787211; 0.00% of shares outstanding; change 0.93)
Holder of EAF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 177313 (value 1319208; 0.01% of shares outstanding; change -0.02)
Holder of EAF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 665308 (value 4949891; 0.03% of shares outstanding; change 0.00)
Holder of EAF: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 260311 (value 1936713; 0.01% of shares outstanding; change 0.04)
Holder of EAF: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 85030 (value 502527; 0.00% of shares outstanding; change 0.43)
Holder of EAF: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-04-30: 40504 (value 301349; 0.00% of shares outstanding; change -0.08)
Holder of EAF: SCHWAB CAPITAL TRUST-Schwab Fundamental U.S. Small Company Index Fund
Shares held as of 2026-04-30: 170170 (value 1266064; 0.01% of shares outstanding; change -0.07)
Holder of EAF: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 85030 (value 632623; 0.00% of shares outstanding; change 0.00)
Holder of EARN: John Hancock Variable Insurance Trust-Total Stock Market Index Trust
Shares held as of 2025-12-31: 1179 (value 5494; 0.00% of shares outstanding; change 0.38)
Holder of EARN: Northern Funds-SMALL CAP CORE FUND
Shares held as of 2025-12-31: 3118 (value 14779; 0.00% of shares outstanding; change -0.04)
Holder of EARN: Wilshire Mutual Funds Inc-FT Wilshire 5000 Index Fund
Shares held as of 2025-12-31: 99 (value 469; 0.00% of shares outstanding; change 0.00)
Holder of EARN: John Hancock Variable Insurance Trust-Total Stock Market Index Trust
Shares held as of 2026-03-31: 1179 (value 5187; 0.00% of shares outstanding; change 0.00)
Holder of EARN: Modern Capital Funds Trust-Modern Capital Tactical Income Fund
Shares held as of 2026-03-31: 77456 (value 340806; 0.00% of shares outstanding; change 1.00)
Holder of EAT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 479119 (value 68216965; 0.01% of shares outstanding; change 0.01)
Holder of EAT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 569296 (value 81056367; 0.01% of shares outstanding; change 0.01)
Holder of EAT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1008699 (value 143618568; 0.02% of shares outstanding; change 0.01)
Holder of EAT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1394078 (value 198488832; 0.03% of shares outstanding; change 0.05)
Holder of EAT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 433394 (value 71275980; 0.01% of shares outstanding; change 0.01)
Holder of EAT: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 760329 (value 106795816; 0.02% of shares outstanding; change 0.02)
Holder of EAT: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-03-31: 1657262 (value 235960971; 0.04% of shares outstanding; change 0.00)
Holder of EAT: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1133626 (value 211965384; 0.03% of shares outstanding; change 0.00)
Holder of EAT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 486246 (value 90918275; 0.01% of shares outstanding; change 0.01)
Holder of EAT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 561314 (value 104954489; 0.01% of shares outstanding; change -0.01)
Holder of EAT: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1004184 (value 187762320; 0.02% of shares outstanding; change 0.00)
Holder of EAT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1381922 (value 258391769; 0.03% of shares outstanding; change -0.01)
Holder of EAT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1060267 (value 150960820; 0.02% of shares outstanding; change -0.02)
Holder of EAT: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 775506 (value 130285008; 0.02% of shares outstanding; change 0.02)