speb/financial-data huggingface dataset:
Holder of EO5.DE: Income Fund of America
Shares held as of 2026-04-30: 17915781 (value 2299490600; 0.03% of shares outstanding; change 0.05)
Holder of EO5.DE: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-04-30: 12295471 (value 1447791710; 0.02% of shares outstanding; change -0.02)
Holder of EO5.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 7018294 (value 826404118; 0.01% of shares outstanding; change 0.01)
Holder of EO5.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 7148898 (value 917561101; 0.01% of shares outstanding; change 0.02)
Holder of EO5.DE: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 7906123 (value 1014750935; 0.01% of shares outstanding; change 0.00)
Holder of EO5.DE: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-06-30: 12245705 (value 1571736311; 0.02% of shares outstanding; change 0.02)
Holder of EO5.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 9123802 (value 1171040042; 0.02% of shares outstanding; change 0.00)
Holder of EOAN.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 20957594 (value 377341462; 0.01% of shares outstanding; change 0.02)
Holder of EOAN.DE: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-01-31: 29432687 (value 529935504; 0.01% of shares outstanding; change 0.00)
Holder of EOAN.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 32497463 (value 585116794; 0.01% of shares outstanding; change 0.01)
Holder of EOAN.DE: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 10033654 (value 192997340; 0.00% of shares outstanding; change 0.00)
Holder of EOAN.DE: Capital Income Builder
Shares held as of 2026-03-31: 20056681 (value 361120524; 0.01% of shares outstanding; change -0.01)
Holder of EOAN.DE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 15403671 (value 296289621; 0.01% of shares outstanding; change 0.58)
Holder of EOAN.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 8257813 (value 148681916; 0.00% of shares outstanding; change 0.01)
Holder of EOAN.DE: THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund
Shares held as of 2026-03-31: 8053300 (value 157804407; 0.00% of shares outstanding; change 0.00)
Holder of EOAN.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 21466773 (value 420641402; 0.01% of shares outstanding; change 0.02)
Holder of EOAN.DE: Capital Income Builder
Shares held as of 2026-04-30: 20056681 (value 385790271; 0.01% of shares outstanding; change 0.00)
Holder of EOAN.DE: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-04-30: 16135031 (value 290511219; 0.01% of shares outstanding; change 0.13)
Holder of EOAN.DE: Goldman Sachs TRT II-Goldman Sachs GQG Part. Intl Opportunities Fd.
Shares held as of 2026-04-30: 29432687 (value 576733481; 0.01% of shares outstanding; change 0.00)
Holder of EOAN.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 32470543 (value 636260267; 0.01% of shares outstanding; change 0.00)
Holder of EOAN.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 15929473 (value 286810147; 0.01% of shares outstanding; change 0.01)
Holder of EOAN.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 8442976 (value 165440108; 0.00% of shares outstanding; change 0.01)
Holder of EOAN.DE: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-05-31: 17943145 (value 345136405; 0.01% of shares outstanding; change 0.11)
Holder of EOAN.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 16279232 (value 318991539; 0.01% of shares outstanding; change 0.02)
Holder of EOAN.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 8016451 (value 157082351; 0.00% of shares outstanding; change 0.03)
Holder of EOAN.DE: Capital Income Builder
Shares held as of 2026-06-30: 20056681 (value 393010650; 0.01% of shares outstanding; change 0.00)
Holder of EOAN.DE: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 10033654 (value 196609443; 0.00% of shares outstanding; change 0.00)
Holder of EOAN.DE: First TRT Exch-Trd Fd. II-First TRT NASDAQ Clean Edge Smart Grid Infra
Shares held as of 2026-06-30: 22845814 (value 447663709; 0.01% of shares outstanding; change 0.27)
Holder of EOD: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 221 (value 1427; 0.00% of shares outstanding; change -0.36)
Holder of EOD: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 738 (value 4723; 0.00% of shares outstanding; change 2.34)
Holder of EOD: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 1994 (value 12761; 0.00% of shares outstanding; change 3.00)
Holder of EOD: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 580398 (value 3720351; 0.01% of shares outstanding; change 0.03)
Holder of EOD: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 563862 (value 3665103; 0.01% of shares outstanding; change -0.03)
Holder of EOD: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 562620 (value 3600768; 0.01% of shares outstanding; change 0.00)
Holder of EOG: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 13685235 (value 1825336711; 0.03% of shares outstanding; change 0.02)
Holder of EOG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 17027907 (value 2271182318; 0.03% of shares outstanding; change -0.01)
Holder of EOG: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 16751933 (value 2452315461; 0.03% of shares outstanding; change 0.07)
Holder of EOG: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 11022449 (value 1613576302; 0.02% of shares outstanding; change 0.85)
Holder of EOG: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 7906123 (value 1105987541; 0.01% of shares outstanding; change 0.40)
Holder of EOG: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 9117824 (value 1334758249; 0.02% of shares outstanding; change -0.07)
Holder of EOG: Income Fund of America
Shares held as of 2026-03-31: 17061078 (value 2266223021; 0.03% of shares outstanding; change 0.66)
Holder of EOG: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 13787384 (value 2018335135; 0.03% of shares outstanding; change 0.01)
Holder of EOG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 17033071 (value 2493471253; 0.03% of shares outstanding; change 0.00)
Holder of EOG: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 9123802 (value 1211914636; 0.02% of shares outstanding; change 0.29)
Holder of EOG: Income Fund of America
Shares held as of 2026-04-30: 17915781 (value 2622691169; 0.03% of shares outstanding; change 0.05)
Holder of EOG: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-04-30: 12295471 (value 1680176037; 0.02% of shares outstanding; change -0.02)
Holder of EOG: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-04-30: 9123802 (value 1217115131; 0.02% of shares outstanding; change 0.00)
Holder of EOG: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 7018294 (value 908097056; 0.01% of shares outstanding; change 0.01)
Holder of EOG: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-05-31: 12027784 (value 1604506312; 0.02% of shares outstanding; change -0.02)
Holder of EOG: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 7148898 (value 1046527173; 0.01% of shares outstanding; change 0.02)
Holder of EOG: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 7906123 (value 1157377341; 0.01% of shares outstanding; change 0.00)
Holder of EOG: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-06-30: 12245705 (value 1792648747; 0.02% of shares outstanding; change 0.02)
Holder of EOG: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 9123802 (value 1335633369; 0.02% of shares outstanding; change 0.00)
Holder of EOI: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 65 (value 1266; 0.00% of shares outstanding; change 1.00)
Holder of EOI: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 65 (value 1305; 0.00% of shares outstanding; change 1.00)
Holder of EOI: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 147 (value 2951; 0.00% of shares outstanding; change 1.00)
Holder of EOI: -Bluemonte Dynamic Total Market ETF
Shares held as of 2026-01-31: 36 (value 694; 0.00% of shares outstanding; change 0.00)
Holder of EOI: -Bluemonte Global Equity ETF
Shares held as of 2026-01-31: 2 (value 38; 0.00% of shares outstanding; change 0.00)
Holder of EOI: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 348338 (value 6771690; 0.01% of shares outstanding; change -0.08)
Holder of EOI: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 338479 (value 6668036; 0.01% of shares outstanding; change -0.03)
Holder of EOI: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 337732 (value 6653320; 0.01% of shares outstanding; change 0.00)
Holder of EOLS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 713567 (value 4680999; 0.01% of shares outstanding; change 0.02)
Holder of EOLS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1665893 (value 10928257; 0.03% of shares outstanding; change -0.03)
Holder of EOLS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 509070 (value 3354771; 0.01% of shares outstanding; change 0.01)
Holder of EOLS: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 314057 (value 1878060; 0.00% of shares outstanding; change 0.01)
Holder of EOLS: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 256275 (value 1532524; 0.00% of shares outstanding; change -0.11)
Holder of EOLS: VANGUARD WORLD FUND-Vanguard Health Care Index Fund
Shares held as of 2026-02-28: 144566 (value 949075; 0.00% of shares outstanding; change -0.01)
Holder of EOLS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 257227 (value 1715704; 0.00% of shares outstanding; change 0.05)
Holder of EOLS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 742463 (value 4439928; 0.01% of shares outstanding; change 0.04)
Holder of EOLS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1665893 (value 9962040; 0.03% of shares outstanding; change 0.00)
Holder of EOLS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1325224 (value 8693469; 0.02% of shares outstanding; change 0.02)
Holder of EOLS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 382054 (value 2575043; 0.01% of shares outstanding; change 0.49)
Holder of EOLS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 555170 (value 3319916; 0.01% of shares outstanding; change 0.09)
Holder of EOLS: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 144718 (value 1011578; 0.00% of shares outstanding; change 0.02)
Holder of EOLS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1321427 (value 9236774; 0.02% of shares outstanding; change 0.00)
Holder of EOLS: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 455702 (value 3185356; 0.01% of shares outstanding; change 0.00)
Holder of EOLS: iShares Trust-iShares U.S. Pharmaceuticals ETF
Shares held as of 2026-04-30: 168627 (value 1136545; 0.00% of shares outstanding; change -0.07)
Holder of EOLS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 338034 (value 2021443; 0.01% of shares outstanding; change -0.12)
Holder of EOLS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1333988 (value 7977248; 0.02% of shares outstanding; change 0.01)
Holder of EOLS: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 451006 (value 2697015; 0.01% of shares outstanding; change -0.01)
Holder of EOLS: iShares Trust-iShares U.S. Pharmaceuticals ETF
Shares held as of 2026-05-31: 157751 (value 903913; 0.00% of shares outstanding; change -0.06)
Holder of EOLS: SPDR SERIES TRUST-State Street SPDR S&P Pharmaceuticals ETF
Shares held as of 2026-06-30: 325329 (value 1945467; 0.00% of shares outstanding; change 1.00)
Holder of EOLS: iShares Trust-iShares U.S. Pharmaceuticals ETF
Shares held as of 2026-06-30: 172376 (value 1030808; 0.00% of shares outstanding; change 0.09)
Holder of EONR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 281029 (value 165020; 0.01% of shares outstanding; change 0.55)
Holder of EONR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 246159 (value 148113; 0.00% of shares outstanding; change 0.33)
Holder of EONR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 64243 (value 38655; 0.00% of shares outstanding; change 0.51)
Holder of EONR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 83174 (value 50045; 0.00% of shares outstanding; change 2.40)
Holder of EONR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 495006 (value 277153; 0.01% of shares outstanding; change 0.76)
Holder of EONR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1367144 (value 765463; 0.03% of shares outstanding; change 1.00)
Holder of EONR: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 44776 (value 25070; 0.00% of shares outstanding; change 1.00)
Holder of EONR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 245263 (value 115273; 0.00% of shares outstanding; change 0.00)
Holder of EONR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 64243 (value 30194; 0.00% of shares outstanding; change 0.00)
Holder of EONR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 83174 (value 42019; 0.00% of shares outstanding; change 0.00)
Holder of EONR: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 245263 (value 137322; 0.00% of shares outstanding; change 0.00)
Holder of EONR: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 64243 (value 35969; 0.00% of shares outstanding; change 0.00)
Holder of EONR: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 83174 (value 46569; 0.00% of shares outstanding; change 0.00)
Holder of EOS: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 89355 (value 2052484; 0.00% of shares outstanding; change -0.48)
Holder of EOS: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 57 (value 1260; 0.00% of shares outstanding; change 1.00)
Holder of EOS: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 57 (value 1309; 0.00% of shares outstanding; change 1.00)
Holder of EOS: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 128 (value 2940; 0.00% of shares outstanding; change 1.00)
Holder of EOS: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-01-31: 38487 (value 837862; 0.00% of shares outstanding; change 1.00)
Holder of EOS: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 129355 (value 2761729; 0.00% of shares outstanding; change 0.45)
Holder of EOS: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 40 (value 854; 0.00% of shares outstanding; change -0.30)
Holder of EOS: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 109 (value 2327; 0.00% of shares outstanding; change -0.15)
Holder of EOS: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-04-30: 42435 (value 905987; 0.00% of shares outstanding; change 0.10)
Holder of EOS: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 662950 (value 14624676; 0.01% of shares outstanding; change 0.08)
Holder of EOS: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 645630 (value 14035996; 0.01% of shares outstanding; change -0.03)
Holder of EOS: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 644208 (value 13753841; 0.01% of shares outstanding; change 0.00)
Holder of EOS.AX: DFA INVESTMENT TRUST CO-The Asia Pacific Small Company Series
Shares held as of 2026-01-31: 89975 (value 1064404; 0.00% of shares outstanding; change 0.00)
Holder of EOS.AX: EATON VANCE GROWTH TRUST-Eaton Vance Equity Strategy Fund
Shares held as of 2026-02-28: 209994 (value 2003342; 0.00% of shares outstanding; change 1.00)
Holder of EOS.AX: -Defiance Drone and Modern Warfare ETF
Shares held as of 2026-03-31: 286620 (value 2734354; 0.00% of shares outstanding; change 4.19)
Holder of EOS.AX: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 116677 (value 1113098; 0.00% of shares outstanding; change 1.00)
Holder of EOS.AX: Needham Funds Inc-Needham Aggressive Growth Fund
Shares held as of 2026-03-31: 3055000 (value 20987849; 0.01% of shares outstanding; change 0.00)
Holder of EOS.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1562900 (value 10737122; 0.01% of shares outstanding; change 1.00)
Holder of EOS.AX: GLOBAL X FUNDS-Global X Defense Tech ETF
Shares held as of 2026-04-30: 1976083 (value 18436854; 0.01% of shares outstanding; change 0.03)
Holder of EOS.AX: Manager Directed Portfolios-Hood River International Opportunity Fund
Shares held as of 2026-04-30: 740951 (value 5090333; 0.00% of shares outstanding; change 0.11)
Holder of EOS.AX: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-04-30: 413444 (value 3944255; 0.00% of shares outstanding; change 1.00)
Holder of EOS.AX: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-04-30: 102153 (value 953087; 0.00% of shares outstanding; change 0.02)
Holder of EOS.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 604457 (value 4152619; 0.00% of shares outstanding; change 1.00)
Holder of EOS.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2376831 (value 16328828; 0.01% of shares outstanding; change 1.00)
Holder of EOS.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1153799 (value 11111084; 0.01% of shares outstanding; change 0.01)
Holder of EOS.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 643554 (value 6197425; 0.00% of shares outstanding; change 0.00)
Holder of EOS.AX: -iShares Defense Industrials Active ETF
Shares held as of 2026-05-31: 2217422 (value 15588477; 0.01% of shares outstanding; change 1.00)
Holder of EOS.AX: GLOBAL X FUNDS-Global X Defense Tech ETF
Shares held as of 2026-05-31: 1834785 (value 12898538; 0.01% of shares outstanding; change -0.07)
Holder of EOS.AX: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-05-31: 413028 (value 2837502; 0.00% of shares outstanding; change 0.00)
Holder of EOS.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1161099 (value 7976749; 0.01% of shares outstanding; change 0.01)
Holder of EOS.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 667419 (value 4585168; 0.00% of shares outstanding; change 0.04)
Holder of EOS.AX: -iShares Defense Industrials Active ETF
Shares held as of 2026-06-30: 2411814 (value 16569161; 0.01% of shares outstanding; change 0.09)
Holder of EOS.AX: GLOBAL X FUNDS-Global X Defense Tech ETF
Shares held as of 2026-06-30: 1750589 (value 12026546; 0.01% of shares outstanding; change -0.05)
Holder of EOSE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 3114695 (value 26256879; 0.01% of shares outstanding; change 0.12)
Holder of EOSE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 10232373 (value 86258907; 0.03% of shares outstanding; change 0.21)
Holder of EOSE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 3022198 (value 22182933; 0.01% of shares outstanding; change 0.01)
Holder of EOSE: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 1395474 (value 4842294; 0.00% of shares outstanding; change 0.12)
Holder of EOSE: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 1529975 (value 5309013; 0.00% of shares outstanding; change 0.08)
Holder of EOSE: Bridge Builder Trust-Bridge Builder Small/Mid Cap Growth Fund
Shares held as of 2026-03-31: 2535193 (value 8797119; 0.01% of shares outstanding; change -0.03)
Holder of EOSE: Driehaus Mutual Funds-Driehaus Small Cap Growth Fund
Shares held as of 2026-03-31: 1559557 (value 5411662; 0.00% of shares outstanding; change 0.11)
Holder of EOSE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 1730963 (value 12255217; 0.01% of shares outstanding; change 0.14)
Holder of EOSE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 3611075 (value 12530430; 0.01% of shares outstanding; change 0.16)
Holder of EOSE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 10876237 (value 37740542; 0.03% of shares outstanding; change 0.06)
Holder of EOSE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 7541164 (value 63572014; 0.02% of shares outstanding; change 0.01)
Holder of EOSE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 1724664 (value 9571885; 0.01% of shares outstanding; change 0.00)
Holder of EOSE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 3053577 (value 10595912; 0.01% of shares outstanding; change 0.01)
Holder of EOSE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 7283132 (value 36852647; 0.02% of shares outstanding; change -0.03)
Holder of EOSE: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 2528040 (value 12791882; 0.01% of shares outstanding; change 0.00)
Holder of EOSE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 1677427 (value 5820671; 0.00% of shares outstanding; change -0.03)
Holder of EOSE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 7383351 (value 25620228; 0.02% of shares outstanding; change 0.01)
Holder of EOSE: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 2519579 (value 8742939; 0.01% of shares outstanding; change 0.00)
Holder of EOT: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 3063 (value 52561; 0.00% of shares outstanding; change 1.00)
Holder of EOT: RiverNorth Flexible Municipal Income Fund Inc.
Shares held as of 2025-12-31: 842 (value 14448; 0.00% of shares outstanding; change 1.00)
Holder of EOT: RiverNorth Managed Duration Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 1180 (value 20248; 0.00% of shares outstanding; change 1.00)
Holder of EOT: RiverNorth Managed Duration Municipal Income Fund Inc.
Shares held as of 2025-12-31: 2619 (value 44942; 0.00% of shares outstanding; change 1.00)
Holder of EOT: RiverNorth Opportunistic Municipal Income Fund Inc.
Shares held as of 2025-12-31: 883 (value 15152; 0.00% of shares outstanding; change 1.00)
Holder of EOT: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 78 (value 1318; 0.00% of shares outstanding; change 2.12)
Holder of EOT: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 78 (value 1338; 0.00% of shares outstanding; change 2.12)
Holder of EOT: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 177 (value 3037; 0.00% of shares outstanding; change 2.77)
Holder of EOT: INVESTMENT MANAGERS SERIES TRUST-Robinson Tax Advantaged Income Fund
Shares held as of 2026-03-31: 72861 (value 1243737; 0.00% of shares outstanding; change -0.07)
Holder of EOT: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-04-30: 126814 (value 2143156; 0.01% of shares outstanding; change 0.01)
Holder of EOT: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-05-31: 130502 (value 2272039; 0.01% of shares outstanding; change 0.03)
Holder of EOT: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-06-30: 130733 (value 2231612; 0.01% of shares outstanding; change 0.00)
Holder of EP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 190991 (value 485117; 0.00% of shares outstanding; change -0.24)
Holder of EP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 348393 (value 884918; 0.01% of shares outstanding; change 0.00)
Holder of EP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 147590 (value 410300; 0.00% of shares outstanding; change 0.00)
Holder of EP: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 71863 (value 183250; 0.00% of shares outstanding; change -0.01)
Holder of EP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 104159 (value 281229; 0.00% of shares outstanding; change 0.21)
Holder of EP: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 40983 (value 110654; 0.00% of shares outstanding; change 0.10)
Holder of EP: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 51937 (value 140229; 0.00% of shares outstanding; change 0.10)
Holder of EP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 190991 (value 487027; 0.00% of shares outstanding; change 0.00)
Holder of EP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 362320 (value 923915; 0.01% of shares outstanding; change 0.04)
Holder of EP: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 40810 (value 110187; 0.00% of shares outstanding; change -0.01)
Holder of EP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 325374 (value 826449; 0.01% of shares outstanding; change 0.02)
Holder of EP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 103779 (value 282278; 0.00% of shares outstanding; change 0.00)
Holder of EP: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 40983 (value 111473; 0.00% of shares outstanding; change 0.00)
Holder of EP: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 51937 (value 144384; 0.00% of shares outstanding; change 0.00)
Holder of EP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 151611 (value 386608; 0.00% of shares outstanding; change 0.03)
Holder of EP: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 38972 (value 99378; 0.00% of shares outstanding; change 0.39)
Holder of EP: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 41078 (value 106802; 0.00% of shares outstanding; change 0.01)
Holder of EP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 312662 (value 812921; 0.01% of shares outstanding; change -0.04)
Holder of EP: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 112497 (value 292492; 0.00% of shares outstanding; change 0.00)
Holder of EP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 95133 (value 242589; 0.00% of shares outstanding; change -0.08)
Holder of EP: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 51937 (value 132439; 0.00% of shares outstanding; change 0.00)
Holder of EP: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 40542 (value 103382; 0.00% of shares outstanding; change -0.01)
Holder of EP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 315630 (value 804856; 0.01% of shares outstanding; change 0.01)
Holder of EP: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 111337 (value 283909; 0.00% of shares outstanding; change -0.01)
Holder of EPAC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 677265 (value 22681605; 0.01% of shares outstanding; change -0.05)
Holder of EPAC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1200021 (value 40188705; 0.02% of shares outstanding; change -0.06)
Holder of EPAC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1714224 (value 57409364; 0.03% of shares outstanding; change -0.01)
Holder of EPAC: Virtus Equity Trust-Virtus KAR Small-Cap Growth Fund
Shares held as of 2025-12-31: 1545132 (value 51746473; 0.03% of shares outstanding; change -0.30)
Holder of EPAC: Thrivent Mutual Funds-Thrivent Small Cap Stock Fund
Shares held as of 2026-01-31: 575831 (value 19284581; 0.01% of shares outstanding; change -0.01)
Holder of EPAC: AMERICAN FUNDS INSURANCE SERIES-Growth Fund
Shares held as of 2026-03-31: 924087 (value 31982651; 0.02% of shares outstanding; change 0.00)
Holder of EPAC: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 2549276 (value 88230443; 0.05% of shares outstanding; change 0.03)
Holder of EPAC: SmallCap World Fund Inc
Shares held as of 2026-03-31: 3605977 (value 125019215; 0.07% of shares outstanding; change 0.00)
Holder of EPAC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 590382 (value 20468542; 0.01% of shares outstanding; change 0.03)
Holder of EPAC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 679277 (value 23550532; 0.01% of shares outstanding; change 0.00)
Holder of EPAC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1215427 (value 42138851; 0.02% of shares outstanding; change 0.01)
Holder of EPAC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1687232 (value 58496330; 0.03% of shares outstanding; change -0.02)
Holder of EPAC: Virtus Equity Trust-Virtus KAR Small-Cap Growth Fund
Shares held as of 2026-03-31: 1280132 (value 44382174; 0.03% of shares outstanding; change -0.17)
Holder of EPAC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1291613 (value 43256121; 0.03% of shares outstanding; change 0.01)
Holder of EPAC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 3217961 (value 116522364; 0.06% of shares outstanding; change 0.02)
Holder of EPAC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1240992 (value 43695327; 0.02% of shares outstanding; change -0.04)
Holder of EPAC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3198775 (value 110901523; 0.06% of shares outstanding; change -0.01)
Holder of EPAC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1259926 (value 43681632; 0.02% of shares outstanding; change 0.02)
Holder of EPAC: AMERICAN FUNDS INSURANCE SERIES-Growth Fund
Shares held as of 2026-06-30: 924087 (value 32038094; 0.02% of shares outstanding; change 0.00)
Holder of EPAC: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 2631241 (value 91225120; 0.05% of shares outstanding; change 0.03)
Holder of EPAM: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 1392875 (value 142713971; 0.03% of shares outstanding; change 0.01)
Holder of EPAM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1190938 (value 122023506; 0.02% of shares outstanding; change -0.05)
Holder of EPAM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 767864 (value 78675344; 0.01% of shares outstanding; change -0.04)
Holder of EPAM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1644931 (value 168539628; 0.03% of shares outstanding; change -0.01)
Holder of EPAM: Columbia Funds Series Trust II-Columbia Select Large Cap Value Fund
Shares held as of 2026-02-28: 762893 (value 68545934; 0.01% of shares outstanding; change 0.33)
Holder of EPAM: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1004975 (value 90297002; 0.02% of shares outstanding; change 0.03)
Holder of EPAM: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 1022320 (value 97508878; 0.02% of shares outstanding; change 0.36)
Holder of EPAM: NEW ECONOMY FUND
Shares held as of 2026-03-31: 2227154 (value 200109783; 0.04% of shares outstanding; change 0.18)
Holder of EPAM: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 1596626 (value 133318271; 0.03% of shares outstanding; change 1.07)
Holder of EPAM: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 1403315 (value 126087850; 0.03% of shares outstanding; change 0.01)
Holder of EPAM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1185931 (value 106555898; 0.02% of shares outstanding; change 0.00)
Holder of EPAM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 755194 (value 67854179; 0.01% of shares outstanding; change -0.02)
Holder of EPAM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1634322 (value 146843829; 0.03% of shares outstanding; change -0.01)
Holder of EPAM: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 1188516 (value 113360652; 0.02% of shares outstanding; change -0.03)
Holder of EPAM: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-04-30: 1022320 (value 88788490; 0.02% of shares outstanding; change 0.00)
Holder of EPAM: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 1182922 (value 104877868; 0.02% of shares outstanding; change 0.00)
Holder of EPAM: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 799820 (value 71863825; 0.02% of shares outstanding; change -0.22)
Holder of EPAM: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 742811 (value 66741567; 0.01% of shares outstanding; change 0.00)
Holder of EPAM: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 983951 (value 88407995; 0.02% of shares outstanding; change -0.38)
Holder of EPC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1055920 (value 18499718; 0.02% of shares outstanding; change -0.04)
Holder of EPC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 679817 (value 11910394; 0.01% of shares outstanding; change -0.04)
Holder of EPC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1460363 (value 25585560; 0.03% of shares outstanding; change 0.00)
Holder of EPC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 659570 (value 14985429; 0.01% of shares outstanding; change -0.01)
Holder of EPC: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 520352 (value 14377325; 0.01% of shares outstanding; change 0.21)
Holder of EPC: VANGUARD WORLD FUND-Vanguard Consumer Staples Index Fund
Shares held as of 2026-02-28: 512979 (value 8987392; 0.01% of shares outstanding; change 0.03)
Holder of EPC: American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 2335000 (value 40909201; 0.05% of shares outstanding; change -0.05)
Holder of EPC: American Century Capital Portfolios, Inc.-Small Cap Value Fund
Shares held as of 2026-03-31: 2290000 (value 63272698; 0.05% of shares outstanding; change -0.06)
Holder of EPC: Datum One Series Trust-BRANDES SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 868328 (value 23991901; 0.02% of shares outstanding; change 0.40)
Holder of EPC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 527305 (value 14569436; 0.01% of shares outstanding; change 0.05)
Holder of EPC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1079651 (value 29830756; 0.02% of shares outstanding; change 0.02)
Holder of EPC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 686097 (value 18956859; 0.01% of shares outstanding; change 0.01)
Holder of EPC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1460363 (value 40349828; 0.03% of shares outstanding; change 0.00)
Holder of EPC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1096438 (value 19209594; 0.02% of shares outstanding; change 0.00)
Holder of EPC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 644052 (value 17795156; 0.01% of shares outstanding; change -0.02)
Holder of EPC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2850450 (value 64762222; 0.06% of shares outstanding; change 0.02)
Holder of EPC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1064621 (value 28393442; 0.02% of shares outstanding; change -0.03)
Holder of EPC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2845719 (value 78627213; 0.06% of shares outstanding; change 0.00)
Holder of EPC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1074744 (value 29695175; 0.02% of shares outstanding; change 0.01)
Holder of EPD: BLACKROCK EQUITY DIVIDEND FUND
Shares held as of 2026-01-31: 6923903 (value 252168534; 0.00% of shares outstanding; change -0.04)
Holder of EPD: Principal Funds, Inc-Equity Income Fund
Shares held as of 2026-01-31: 4124686 (value 150221056; 0.00% of shares outstanding; change -0.05)
Holder of EPD: AIM Investment Fd.s -Invesco SteelPath MLP Income Fd.
Shares held as of 2026-02-28: 18125000 (value 701981241; 0.01% of shares outstanding; change 0.00)
Holder of EPD: ALPS ETF TRUST-ALERIAN MLP ETF
Shares held as of 2026-02-28: 41968075 (value 1625423525; 0.02% of shares outstanding; change 0.00)
Holder of EPD: GOLDMAN SACHS TRUST-Goldman Sachs MLP Energy Infrastructure Fund
Shares held as of 2026-02-28: 4006202 (value 153036919; 0.00% of shares outstanding; change 0.00)
Holder of EPD: Kayne Anderson Energy Infrastructure Fund, Inc.
Shares held as of 2026-02-28: 10176370 (value 394130805; 0.00% of shares outstanding; change 0.00)
Holder of EPD: American Century Capital Portfolios, Inc.-Equity Income Fund
Shares held as of 2026-03-31: 4732718 (value 183298165; 0.00% of shares outstanding; change -0.24)
Holder of EPD: Mnged PORT. Series-Tortoise Energy Infrastructure Total Return Fd.
Shares held as of 2026-03-31: 4566071 (value 170131797; 0.00% of shares outstanding; change 0.03)
Holder of EPD: BLACKROCK EQUITY DIVIDEND FUND
Shares held as of 2026-04-30: 4092513 (value 158503026; 0.00% of shares outstanding; change -0.41)
Holder of EPD: First TRT Exch-Trd Fd. IV-First TRT North American Energy Infrastructu
Shares held as of 2026-04-30: 7548319 (value 285401951; 0.00% of shares outstanding; change 0.00)
Holder of EPD: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-04-30: 4027476 (value 150023481; 0.00% of shares outstanding; change 0.05)
Holder of EPD: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-04-30: 8146871 (value 303470944; 0.00% of shares outstanding; change -0.01)
Holder of EPD: First TRT Exch-Trd Fd. IV-First TRT North American Energy Infrastructu
Shares held as of 2026-05-31: 7596422 (value 294209420; 0.00% of shares outstanding; change 0.01)
Holder of EPD: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-05-31: 4115531 (value 157213287; 0.00% of shares outstanding; change 0.02)
Holder of EPD: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-05-31: 7575482 (value 289383418; 0.00% of shares outstanding; change -0.07)
Holder of EPD: GOLDMAN SACHS TRUST-Goldman Sachs MLP Energy Infrastructure Fund
Shares held as of 2026-05-31: 4024641 (value 155874344; 0.00% of shares outstanding; change 0.00)
Holder of EPD: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-06-30: 4111191 (value 159226425; 0.00% of shares outstanding; change 0.00)
Holder of EPD: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-06-30: 7657309 (value 296567574; 0.00% of shares outstanding; change 0.01)
Holder of EPD: Mnged PORT. Series-Tortoise Energy Infrastructure Total Return Fd.
Shares held as of 2026-06-30: 7415150 (value 287188756; 0.00% of shares outstanding; change 0.62)
Holder of EPM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 306591 (value 1299945; 0.01% of shares outstanding; change 0.00)
Holder of EPM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 876529 (value 3716482; 0.02% of shares outstanding; change 0.00)
Holder of EPM: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 223671 (value 863370; 0.01% of shares outstanding; change 0.51)
Holder of EPM: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 213948 (value 825839; 0.01% of shares outstanding; change 0.01)
Holder of EPM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 336757 (value 1299881; 0.01% of shares outstanding; change 0.00)
Holder of EPM: NORTHERN LIGHTS FUND TRUST II-North Star Dividend Fund
Shares held as of 2026-02-28: 270000 (value 1034099; 0.01% of shares outstanding; change -0.26)
Holder of EPM: NORTHERN LIGHTS FUND TRUST II-North Star Micro Cap Fund
Shares held as of 2026-02-28: 312300 (value 1196108; 0.01% of shares outstanding; change 0.92)
Holder of EPM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 331490 (value 1269606; 0.01% of shares outstanding; change 0.08)
Holder of EPM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 876529 (value 3357106; 0.02% of shares outstanding; change 0.00)
Holder of EPM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 674211 (value 2858654; 0.02% of shares outstanding; change 0.02)
Holder of EPM: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 915327 (value 4027438; 0.03% of shares outstanding; change -0.01)
Holder of EPM: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 241615 (value 925385; 0.01% of shares outstanding; change 0.08)
Holder of EPM: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 217603 (value 833419; 0.01% of shares outstanding; change 0.02)
Holder of EPM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 333603 (value 1277699; 0.01% of shares outstanding; change -0.01)
Holder of EPM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 647879 (value 2280534; 0.02% of shares outstanding; change -0.04)
Holder of EPM: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 241652 (value 850615; 0.01% of shares outstanding; change 0.00)
Holder of EPM: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 902468 (value 3176687; 0.03% of shares outstanding; change -0.01)
Holder of EPM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 654027 (value 2504923; 0.02% of shares outstanding; change 0.01)
Holder of EPM: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 239164 (value 915998; 0.01% of shares outstanding; change -0.01)
Holder of EPM: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 917563 (value 3514266; 0.03% of shares outstanding; change 0.02)
Holder of EPOW: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 27 (value 14; 0.00% of shares outstanding; change 0.00)
Holder of EPOW: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 8860 (value 5483; 0.00% of shares outstanding; change 0.00)
Holder of EPOW: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 8860 (value 5891; 0.00% of shares outstanding; change 0.00)
Holder of EPOW: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 8860 (value 4674; 0.00% of shares outstanding; change 0.00)
Holder of EPR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 818443 (value 46692172; 0.01% of shares outstanding; change 0.01)
Holder of EPR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1727325 (value 98543889; 0.02% of shares outstanding; change -0.04)
Holder of EPR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1114048 (value 63556437; 0.01% of shares outstanding; change -0.04)
Holder of EPR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2405276 (value 137220993; 0.03% of shares outstanding; change 0.00)
Holder of EPR: VANGUARD FIXED INCOME SECURITIES Fd.S-Vanguard Real Estate II Index Fd
Shares held as of 2026-01-31: 499323 (value 28980707; 0.01% of shares outstanding; change 0.01)
Holder of EPR: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 2841437 (value 164917006; 0.04% of shares outstanding; change 0.01)
Holder of EPR: SCHWAB STRATEGIC TRUST-Schwab U.S. REIT ETF
Shares held as of 2026-02-28: 526913 (value 33474782; 0.01% of shares outstanding; change 0.07)
Holder of EPR: American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 500000 (value 28524999; 0.01% of shares outstanding; change -0.08)
Holder of EPR: American Century Capital Portfolios, Inc.-Small Cap Value Fund
Shares held as of 2026-03-31: 500000 (value 31764999; 0.01% of shares outstanding; change -0.08)
Holder of EPR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 848411 (value 53899549; 0.01% of shares outstanding; change 0.04)
Holder of EPR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1675836 (value 106465859; 0.02% of shares outstanding; change -0.03)
Holder of EPR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1067382 (value 67810777; 0.01% of shares outstanding; change -0.04)
Holder of EPR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2307494 (value 146595091; 0.03% of shares outstanding; change -0.04)