speb/financial-data huggingface dataset:
Holder of GE9.DE: Baird Funds Inc-Baird Chautauqua International Growth Fund
Shares held as of 2026-04-30: 217535 (value 54862326; 0.00% of shares outstanding; change -0.11)
Holder of GE9.DE: HARDING LOEVNER Fd.S INC-Harding Loevner Intl Eqy. PORT.
Shares held as of 2026-04-30: 474766 (value 119735983; 0.01% of shares outstanding; change -0.03)
Holder of GE9.DE: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-04-30: 1345944 (value 339447072; 0.02% of shares outstanding; change 0.00)
Holder of GE9.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 901539 (value 227368133; 0.01% of shares outstanding; change 0.00)
Holder of GE9.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 434767 (value 98779061; 0.01% of shares outstanding; change 0.01)
Holder of GE9.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 211634 (value 48083244; 0.00% of shares outstanding; change 0.00)
Holder of GE9.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 229591 (value 57902849; 0.00% of shares outstanding; change 0.01)
Holder of GE9.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 445307 (value 112306424; 0.01% of shares outstanding; change 0.02)
Holder of GE9.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 213473 (value 53837889; 0.00% of shares outstanding; change 0.01)
Holder of GEBN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 310154 (value 154797863; 0.01% of shares outstanding; change 0.06)
Holder of GEBN.SW: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 72553 (value 38046794; 0.00% of shares outstanding; change 0.00)
Holder of GEBN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 81933 (value 42965667; 0.00% of shares outstanding; change 0.05)
Holder of GEBN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 72798 (value 38175272; 0.00% of shares outstanding; change 0.06)
Holder of GEBN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 473273 (value 248184372; 0.01% of shares outstanding; change 0.03)
Holder of GEBN.SW: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 69954 (value 35956356; 0.00% of shares outstanding; change 0.04)
Holder of GEBN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 124833 (value 62304151; 0.00% of shares outstanding; change 0.01)
Holder of GEBN.SW: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 317372 (value 163129208; 0.01% of shares outstanding; change 0.02)
Holder of GEBN.SW: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 73596 (value 37828344; 0.00% of shares outstanding; change 0.01)
Holder of GEBN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 126357 (value 66261613; 0.00% of shares outstanding; change 0.01)
Holder of GEBN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 79789 (value 41011546; 0.00% of shares outstanding; change -0.03)
Holder of GEBN.SW: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 75761 (value 38941154; 0.00% of shares outstanding; change 0.04)
Holder of GEBN.SW: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 480537 (value 246996018; 0.01% of shares outstanding; change 0.02)
Holder of GEBN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 242495 (value 127164383; 0.01% of shares outstanding; change 0.01)
Holder of GEBN.SW: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 117696 (value 61719785; 0.00% of shares outstanding; change 0.00)
Holder of GEBN.SW: iShares Trust-iShares MSCI Intl Quality Factor ETF
Shares held as of 2026-04-30: 71285 (value 37381855; 0.00% of shares outstanding; change 0.03)
Holder of GEBN.SW: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 127655 (value 65614670; 0.00% of shares outstanding; change 0.01)
Holder of GEBN.SW: Fidelity Salem Street Trust-Fidelity Series Global ex U.S. Index Fund
Shares held as of 2026-05-31: 65043 (value 33432102; 0.00% of shares outstanding; change 0.01)
Holder of GEBN.SW: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 246427 (value 126663478; 0.01% of shares outstanding; change 0.02)
Holder of GEBN.SW: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 118451 (value 60883814; 0.00% of shares outstanding; change 0.01)
Holder of GECC: -TrueShares Active Yield ETF
Shares held as of 2025-12-31: 20994 (value 109588; 0.00% of shares outstanding; change 1.00)
Holder of GEF: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2025-12-31: 1070766 (value 67811612; 0.04% of shares outstanding; change -0.07)
Holder of GEF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 297613 (value 18847831; 0.01% of shares outstanding; change 0.02)
Holder of GEF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 596501 (value 37776409; 0.02% of shares outstanding; change 0.00)
Holder of GEF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 388380 (value 24596106; 0.02% of shares outstanding; change 0.03)
Holder of GEF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 996712 (value 63121772; 0.04% of shares outstanding; change 0.17)
Holder of GEF: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 541389 (value 37474947; 0.02% of shares outstanding; change 0.00)
Holder of GEF: Thrivent Mutual Funds-Thrivent Small Cap Stock Fund
Shares held as of 2026-01-31: 582786 (value 40340447; 0.02% of shares outstanding; change -0.01)
Holder of GEF: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2026-03-31: 1024966 (value 80582829; 0.04% of shares outstanding; change -0.04)
Holder of GEF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 297582 (value 23395897; 0.01% of shares outstanding; change 0.00)
Holder of GEF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 547488 (value 43043508; 0.02% of shares outstanding; change -0.08)
Holder of GEF: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 347380 (value 27311016; 0.01% of shares outstanding; change -0.11)
Holder of GEF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 945748 (value 74354710; 0.04% of shares outstanding; change -0.05)
Holder of GEF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 589415 (value 37327653; 0.02% of shares outstanding; change -0.05)
Holder of GEF: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 576733 (value 37741408; 0.02% of shares outstanding; change 0.19)
Holder of GEF: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 541389 (value 42564004; 0.02% of shares outstanding; change 0.00)
Holder of GEF: Thrivent Mutual Funds-Thrivent Small Cap Stock Fund
Shares held as of 2026-04-30: 580939 (value 45673425; 0.02% of shares outstanding; change 0.00)
Holder of GEF: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 834659 (value 57775096; 0.03% of shares outstanding; change 0.02)
Holder of GEF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 566261 (value 39196587; 0.02% of shares outstanding; change -0.04)
Holder of GEF: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 624395 (value 43220622; 0.03% of shares outstanding; change 0.08)
Holder of GEF: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 839677 (value 66015408; 0.03% of shares outstanding; change 0.01)
Holder of GEF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 575351 (value 45234097; 0.02% of shares outstanding; change 0.02)
Holder of GEF: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 700197 (value 55049490; 0.03% of shares outstanding; change 0.12)
Holder of GEF.B: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 33030 (value 2652309; 0.00% of shares outstanding; change -0.02)
Holder of GEF.B: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 115885 (value 9305565; 0.01% of shares outstanding; change 1.77)
Holder of GEF.B: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 70472 (value 5658901; 0.00% of shares outstanding; change 1.30)
Holder of GEF.B: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 29116 (value 2508343; 0.00% of shares outstanding; change 0.00)
Holder of GEF.B: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 56549 (value 4871696; 0.00% of shares outstanding; change 0.00)
Holder of GEF.B: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 41645 (value 3587716; 0.00% of shares outstanding; change 0.00)
Holder of GEF.B: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-03-31: 93500 (value 8055025; 0.00% of shares outstanding; change 0.00)
Holder of GEF.B: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 33030 (value 3182440; 0.00% of shares outstanding; change 0.00)
Holder of GEF.B: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 117492 (value 11320354; 0.01% of shares outstanding; change 0.01)
Holder of GEF.B: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 76233 (value 7345049; 0.00% of shares outstanding; change 0.08)
Holder of GEF.B: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 117570 (value 9440871; 0.01% of shares outstanding; change 0.01)
Holder of GEF.B: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 40528 (value 3254398; 0.00% of shares outstanding; change 0.00)
Holder of GEF.B: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 98815 (value 7765376; 0.00% of shares outstanding; change 0.25)
Holder of GEF.B: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 29116 (value 2805326; 0.00% of shares outstanding; change 0.00)
Holder of GEF.B: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 56549 (value 5448496; 0.00% of shares outstanding; change 0.00)
Holder of GEF.B: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 42071 (value 4053540; 0.00% of shares outstanding; change 0.01)
Holder of GEF.B: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 113030 (value 9737534; 0.01% of shares outstanding; change -0.04)
Holder of GEF.B: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 40063 (value 3451427; 0.00% of shares outstanding; change -0.01)
Holder of GEF.B: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 108737 (value 9367692; 0.01% of shares outstanding; change 0.10)
Holder of GEF.B: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 114090 (value 10992571; 0.01% of shares outstanding; change 0.01)
Holder of GEF.B: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 40404 (value 3892925; 0.00% of shares outstanding; change 0.01)
Holder of GEF.B: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 124154 (value 11962237; 0.01% of shares outstanding; change 0.14)
Holder of GEF.B: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-06-30: 93500 (value 9008724; 0.00% of shares outstanding; change 0.00)
Holder of GEG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 132022 (value 283847; 0.00% of shares outstanding; change -0.34)
Holder of GEG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 365330 (value 785459; 0.01% of shares outstanding; change 0.00)
Holder of GEG: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-01-31: 9772 (value 23648; 0.00% of shares outstanding; change 0.00)
Holder of GEG: Bridgeway Funds, Inc.-Omni Small-Cap Value Fund
Shares held as of 2026-03-31: 4500 (value 9810; 0.00% of shares outstanding; change 0.00)
Holder of GEG: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 34597 (value 75421; 0.00% of shares outstanding; change 0.00)
Holder of GEG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 26192 (value 59717; 0.00% of shares outstanding; change -0.69)
Holder of GEG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 7056 (value 16087; 0.00% of shares outstanding; change 0.00)
Holder of GEG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 28899 (value 65889; 0.00% of shares outstanding; change 0.00)
Holder of GEG: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 40747 (value 92903; 0.00% of shares outstanding; change 0.00)
Holder of GEG: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 168614 (value 367578; 0.01% of shares outstanding; change 0.28)
Holder of GEG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 365330 (value 796419; 0.01% of shares outstanding; change 0.00)
Holder of GEG: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 32029 (value 73026; 0.00% of shares outstanding; change -0.01)
Holder of GEG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 26097 (value 63154; 0.00% of shares outstanding; change 0.00)
Holder of GEG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 7056 (value 17075; 0.00% of shares outstanding; change 0.00)
Holder of GEG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 28899 (value 69935; 0.00% of shares outstanding; change 0.00)
Holder of GEG: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 40747 (value 98607; 0.00% of shares outstanding; change 0.00)
Holder of GEG: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-04-30: 9772 (value 21302; 0.00% of shares outstanding; change 0.00)
Holder of GEG: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 32240 (value 78020; 0.00% of shares outstanding; change 0.01)
Holder of GEG: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 26097 (value 56891; 0.00% of shares outstanding; change 0.00)
Holder of GEG: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 7056 (value 15382; 0.00% of shares outstanding; change 0.00)
Holder of GEG: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 28899 (value 62999; 0.00% of shares outstanding; change 0.00)
Holder of GEG: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 40747 (value 88828; 0.00% of shares outstanding; change 0.00)
Holder of GEG: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 31818 (value 69363; 0.00% of shares outstanding; change -0.01)
Holder of GEHC: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 21100966 (value 1315434223; 0.05% of shares outstanding; change 0.18)
Holder of GEHC: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 11485226 (value 715988990; 0.03% of shares outstanding; change 0.02)
Holder of GEHC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 13600018 (value 847825124; 0.03% of shares outstanding; change 0.00)
Holder of GEHC: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 8782229 (value 532554361; 0.02% of shares outstanding; change 1.03)
Holder of GEHC: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 21100966 (value 1278296558; 0.05% of shares outstanding; change 0.00)
Holder of GEHC: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 5820271 (value 362835695; 0.01% of shares outstanding; change 0.00)
Holder of GEHC: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund
Shares held as of 2026-03-31: 6176000 (value 374142091; 0.01% of shares outstanding; change 0.00)
Holder of GEHC: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 12631232 (value 817240671; 0.03% of shares outstanding; change 0.11)
Holder of GEHC: Investment Co of America
Shares held as of 2026-03-31: 12631232 (value 796651798; 0.03% of shares outstanding; change 0.11)
Holder of GEHC: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 11582518 (value 701668961; 0.03% of shares outstanding; change 0.01)
Holder of GEHC: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 9350409 (value 566447794; 0.02% of shares outstanding; change -0.01)
Holder of GEHC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 13731248 (value 831839028; 0.03% of shares outstanding; change 0.01)
Holder of GEHC: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 5840395 (value 354161549; 0.01% of shares outstanding; change 0.00)
Holder of GEHC: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 9754639 (value 635807372; 0.02% of shares outstanding; change 0.02)
Holder of GEHC: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 10850329 (value 657312950; 0.02% of shares outstanding; change 0.24)
Holder of GEHC: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 5894937 (value 357468976; 0.01% of shares outstanding; change 0.01)
Holder of GEHC: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 5832244 (value 353317352; 0.01% of shares outstanding; change 0.00)
Holder of GEHC: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 9899672 (value 624372310; 0.02% of shares outstanding; change 0.01)
Holder of GEHC: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 6004529 (value 363754377; 0.01% of shares outstanding; change 0.02)
Holder of GEHC: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 9656078 (value 584965222; 0.02% of shares outstanding; change -0.02)
Holder of GEHC: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 5498129 (value 333076664; 0.01% of shares outstanding; change 0.00)
Holder of GEI.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1547051 (value 44802595; 0.01% of shares outstanding; change 0.03)
Holder of GEI.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 602700 (value 17755541; 0.00% of shares outstanding; change 0.00)
Holder of GEI.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 849068 (value 25013542; 0.00% of shares outstanding; change 0.00)
Holder of GEI.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 596373 (value 17569148; 0.00% of shares outstanding; change 0.02)
Holder of GEI.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2355506 (value 69393204; 0.01% of shares outstanding; change 0.00)
Holder of GEI.TO: AIM Investment Fd.s -Invesco SteelPath MLP Select 40 Fd.
Shares held as of 2026-02-28: 750000 (value 23332500; 0.00% of shares outstanding; change 0.00)
Holder of GEI.TO: ALPS ETF TRUST-Alerian Energy Infrastructure ETF
Shares held as of 2026-02-28: 359784 (value 10599236; 0.00% of shares outstanding; change 0.16)
Holder of GEI.TO: Managed Portfolio Series-Tortoise North American Pipeline Fund
Shares held as of 2026-02-28: 363216 (value 11299649; 0.00% of shares outstanding; change 0.00)
Holder of GEI.TO: Prudential Investment PORT.s 18-PGIM Jennison Energy Infrastructure Fd
Shares held as of 2026-02-28: 385147 (value 11981923; 0.00% of shares outstanding; change 0.04)
Holder of GEI.TO: USCF ETF Trust-USCF Midstream Energy Income Fund
Shares held as of 2026-03-31: 477448 (value 14853407; 0.00% of shares outstanding; change 0.09)
Holder of GEI.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1573447 (value 48949937; 0.01% of shares outstanding; change 0.02)
Holder of GEI.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 602700 (value 18749997; 0.00% of shares outstanding; change 0.00)
Holder of GEI.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 849068 (value 26414505; 0.00% of shares outstanding; change 0.00)
Holder of GEI.TO: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 393719 (value 12248598; 0.00% of shares outstanding; change 0.10)
Holder of GEI.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 606270 (value 18861060; 0.00% of shares outstanding; change 0.02)
Holder of GEI.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2355506 (value 73279793; 0.01% of shares outstanding; change 0.00)
Holder of GEL: AIM Investment Fd.s -Invesco SteelPath MLP Alpha Fd.
Shares held as of 2026-02-28: 1573199 (value 23629449; 0.01% of shares outstanding; change 0.00)
Holder of GEL: AIM Investment Fd.s -Invesco SteelPath MLP Alpha Plus Fd.
Shares held as of 2026-02-28: 625200 (value 8884092; 0.01% of shares outstanding; change 0.01)
Holder of GEL: AIM Investment Fd.s -Invesco SteelPath MLP Income Fd.
Shares held as of 2026-02-28: 9370932 (value 140751402; 0.08% of shares outstanding; change 0.00)
Holder of GEL: AIM Investment Fd.s -Invesco SteelPath MLP Select 40 Fd.
Shares held as of 2026-02-28: 7141977 (value 107272497; 0.06% of shares outstanding; change 0.00)
Holder of GEL: ALPS ETF TRUST-ALERIAN MLP ETF
Shares held as of 2026-02-28: 25054477 (value 376318256; 0.20% of shares outstanding; change 0.03)
Holder of GEL: ClearBridge Energy Midstream Opportunity Fund Inc.
Shares held as of 2026-02-28: 2897883 (value 42425008; 0.02% of shares outstanding; change 0.00)
Holder of GEL: GOLDMAN SACHS TRUST-Goldman Sachs MLP Energy Infrastructure Fund
Shares held as of 2026-02-28: 2367656 (value 34662484; 0.02% of shares outstanding; change 0.00)
Holder of GEL: MainGate Trust-MainGate MLP Fund
Shares held as of 2026-03-31: 1275000 (value 18564000; 0.01% of shares outstanding; change 0.00)
Holder of GEL: ETFis Series Trust I-InfraCap MLP ETF
Shares held as of 2026-04-30: 638417 (value 9589023; 0.01% of shares outstanding; change 0.03)
Holder of GEL: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-04-30: 1345026 (value 20350243; 0.01% of shares outstanding; change 0.05)
Holder of GEL: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-04-30: 6174903 (value 93426283; 0.05% of shares outstanding; change -0.01)
Holder of GEL: Ultimus Managers Trust-Westwood Salient MLP & Energy
Shares held as of 2026-04-30: 876198 (value 13160494; 0.01% of shares outstanding; change 0.73)
Holder of GEL: ClearBridge Energy Midstream Opportunity Fund Inc.
Shares held as of 2026-05-31: 2897883 (value 43526203; 0.02% of shares outstanding; change 0.00)
Holder of GEL: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-05-31: 1319355 (value 19315357; 0.01% of shares outstanding; change -0.02)
Holder of GEL: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-05-31: 6336211 (value 92762131; 0.05% of shares outstanding; change 0.03)
Holder of GEL: GOLDMAN SACHS TRUST-Goldman Sachs MLP Energy Infrastructure Fund
Shares held as of 2026-05-31: 2576485 (value 38698805; 0.02% of shares outstanding; change 0.09)
Holder of GEL: GLOBAL X FUNDS-Global X MLP & Energy Infrastructure ETF
Shares held as of 2026-06-30: 1317965 (value 19795834; 0.01% of shares outstanding; change 0.00)
Holder of GEL: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-06-30: 6404643 (value 96197740; 0.05% of shares outstanding; change 0.01)
Holder of GEMI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 165169 (value 870440; 0.00% of shares outstanding; change 14.12)
Holder of GEMI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 333434 (value 1757197; 0.01% of shares outstanding; change -0.04)
Holder of GEMI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 214857 (value 1132296; 0.00% of shares outstanding; change 0.93)
Holder of GEMI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 461323 (value 2431172; 0.01% of shares outstanding; change 0.00)
Holder of GEMI: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 71740 (value 300590; 0.00% of shares outstanding; change 1.00)
Holder of GEMI: EQ Advisors Trust-EQ/Morgan Stanley Small Cap Growth Portfolio
Shares held as of 2026-03-31: 217719 (value 934014; 0.00% of shares outstanding; change 0.20)
Holder of GEMI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 87518 (value 366262; 0.00% of shares outstanding; change 0.05)
Holder of GEMI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 34948 (value 146257; 0.00% of shares outstanding; change 0.00)
Holder of GEMI: MORGAN STANLEY INSTITUTIONAL FUND INC-Inception Portfolio
Shares held as of 2026-03-31: 283155 (value 1214734; 0.01% of shares outstanding; change -0.04)
Holder of GEMI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 165169 (value 708575; 0.00% of shares outstanding; change 0.00)
Holder of GEMI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 168423 (value 722534; 0.00% of shares outstanding; change -0.49)
Holder of GEMI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 107664 (value 461878; 0.00% of shares outstanding; change -0.50)
Holder of GEMI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 461323 (value 1979075; 0.01% of shares outstanding; change 0.00)
Holder of GEMI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 87200 (value 398504; 0.00% of shares outstanding; change 0.00)
Holder of GEMI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 34948 (value 164255; 0.00% of shares outstanding; change 0.00)
Holder of GEMI: Fidelity Covington TRT-Fidelity Crypto Industry and Digital Payments E
Shares held as of 2026-04-30: 260746 (value 1091221; 0.01% of shares outstanding; change 0.01)
Holder of GEMI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 81558 (value 349883; 0.00% of shares outstanding; change -0.06)
Holder of GEMI: Fidelity Covington TRT-Fidelity Crypto Industry and Digital Payments E
Shares held as of 2026-05-31: 254929 (value 1165025; 0.01% of shares outstanding; change -0.02)
Holder of GEMI: GLOBAL X FUNDS-Global X Blockchain ETF
Shares held as of 2026-05-31: 231368 (value 969431; 0.01% of shares outstanding; change 1.00)
Holder of GEMI: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-06-30: 96268 (value 412989; 0.00% of shares outstanding; change 1.00)
Holder of GEMI: Fidelity Covington TRT-Fidelity Crypto Industry and Digital Payments E
Shares held as of 2026-06-30: 417705 (value 1791954; 0.01% of shares outstanding; change 0.64)
Holder of GEMI: GLOBAL X FUNDS-Global X Blockchain ETF
Shares held as of 2026-06-30: 207976 (value 892217; 0.00% of shares outstanding; change -0.10)
Holder of GEN: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 14147423 (value 364862052; 0.02% of shares outstanding; change 0.02)
Holder of GEN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 17436134 (value 449677911; 0.03% of shares outstanding; change 0.00)
Holder of GEN: Columbia Fd.s Series TRT II-Columbia Seligman Technology and Informati
Shares held as of 2026-02-28: 11804733 (value 305034302; 0.02% of shares outstanding; change 0.00)
Holder of GEN: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 7424266 (value 191843034; 0.01% of shares outstanding; change 0.03)
Holder of GEN: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 7038693 (value 181527898; 0.01% of shares outstanding; change -0.01)
Holder of GEN: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 10638447 (value 279578394; 0.02% of shares outstanding; change 18.85)
Holder of GEN: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 14002553 (value 361825971; 0.02% of shares outstanding; change -0.01)
Holder of GEN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 12568671 (value 324774460; 0.02% of shares outstanding; change 1.00)
Holder of GEN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 8003707 (value 206815790; 0.01% of shares outstanding; change 0.97)
Holder of GEN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 17297056 (value 446955929; 0.03% of shares outstanding; change -0.01)
Holder of GEN: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 7546402 (value 173642711; 0.01% of shares outstanding; change -0.29)
Holder of GEN: First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF
Shares held as of 2026-04-30: 11491862 (value 302006141; 0.02% of shares outstanding; change 0.00)
Holder of GEN: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 7947163 (value 193275001; 0.01% of shares outstanding; change -0.03)
Holder of GEN: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 6697374 (value 172725281; 0.01% of shares outstanding; change 0.03)
Holder of GEN: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 7120768 (value 163848873; 0.01% of shares outstanding; change 0.00)
Holder of GEN: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 7650793 (value 197696492; 0.01% of shares outstanding; change 0.01)
Holder of GEN: First TRT Exch-Trd Fd. II-First TRT NASDAQ Cybersecurity ETF
Shares held as of 2026-05-31: 11697278 (value 302257665; 0.02% of shares outstanding; change 0.02)
Holder of GEN: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 7915936 (value 211672126; 0.01% of shares outstanding; change 0.00)
Holder of GEN: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 7575344 (value 195746890; 0.01% of shares outstanding; change 0.36)
Holder of GEN: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 7393599 (value 191050599; 0.01% of shares outstanding; change -0.07)
Holder of GENB: American Funds U.S. Small & Mid Cap Equity Fund
Shares held as of 2026-03-31: 148319 (value 2356788; 0.00% of shares outstanding; change 1.00)
Holder of GENB: Brighthouse Funds Trust I-JPMorgan Small Cap Value Portfolio
Shares held as of 2026-03-31: 131034 (value 1686407; 0.00% of shares outstanding; change 1.00)
Holder of GENB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 77069 (value 1011145; 0.00% of shares outstanding; change 1.00)
Holder of GENB: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-03-31: 392100 (value 5046326; 0.00% of shares outstanding; change 1.00)
Holder of GENB: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-03-31: 109666 (value 1411401; 0.00% of shares outstanding; change 1.00)
Holder of GENB: Fidelity Mt. Vernon Street Trust-Fidelity Series Growth Company Fund
Shares held as of 2026-03-31: 105800 (value 1388095; 0.00% of shares outstanding; change 1.00)
Holder of GENB: JPMorgan Trust I-JPMorgan Small Cap Blend Fund
Shares held as of 2026-03-31: 192755 (value 2582916; 0.00% of shares outstanding; change 1.00)
Holder of GENB: JPMorgan Trust I-JPMorgan U.S. Small Company Fund
Shares held as of 2026-03-31: 391168 (value 5241651; 0.00% of shares outstanding; change 1.00)
Holder of GENB: JPMorgan Trust II-JPMorgan Small Cap Growth Fund
Shares held as of 2026-03-31: 596468 (value 7992670; 0.00% of shares outstanding; change 1.00)
Holder of GENB: JPMorgan Trust II-JPMorgan Small Cap Value Fund
Shares held as of 2026-03-31: 493741 (value 6616129; 0.00% of shares outstanding; change 1.00)
Holder of GENB: LINCOLN Varbl INSURANCE Prod. TRT-LVIP JPMorgan Small Cap Core Fd.
Shares held as of 2026-03-31: 85927 (value 1127362; 0.00% of shares outstanding; change 1.00)
Holder of GENB: SmallCap World Fund Inc
Shares held as of 2026-03-31: 3650034 (value 48910454; 0.03% of shares outstanding; change 1.00)
Holder of GENB: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2026-03-31: 265641 (value 3559589; 0.00% of shares outstanding; change 1.00)
Holder of GENB: Voya Investors Trust-VY(R) JPMorgan Small Cap Core Equity Portfolio
Shares held as of 2026-03-31: 58335 (value 765355; 0.00% of shares outstanding; change 1.00)
Holder of GENB: ARK ETF Trust-ARK Genomic Revolution ETF
Shares held as of 2026-04-30: 503531 (value 6606326; 0.00% of shares outstanding; change 0.10)
Holder of GENB: ARK Venture Fund
Shares held as of 2026-04-30: 317120 (value 4249407; 0.00% of shares outstanding; change 1.00)
Holder of GENB: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-04-30: 514500 (value 8175405; 0.00% of shares outstanding; change 0.31)
Holder of GENB: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-04-30: 143388 (value 2278435; 0.00% of shares outstanding; change 0.31)
Holder of GENB: ARK ETF Trust-ARK Genomic Revolution ETF
Shares held as of 2026-05-31: 459147 (value 7295845; 0.00% of shares outstanding; change -0.09)
Holder of GENB: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company Fund
Shares held as of 2026-05-31: 634700 (value 8504979; 0.01% of shares outstanding; change 0.23)
Holder of GENB: Fidelity Mt. Vernon Street Trust-Fidelity Growth Company K6 Fund
Shares held as of 2026-05-31: 177236 (value 2374962; 0.00% of shares outstanding; change 0.24)
Holder of GENB: ARK ETF Trust-ARK Genomic Revolution ETF
Shares held as of 2026-06-30: 833273 (value 11165857; 0.01% of shares outstanding; change 0.81)
Holder of GENC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 108244 (value 1527322; 0.01% of shares outstanding; change 0.00)
Holder of GENC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 324811 (value 4583083; 0.03% of shares outstanding; change 0.00)
Holder of GENC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 113025 (value 1682942; 0.01% of shares outstanding; change 0.00)
Holder of GENC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 171278 (value 2550329; 0.01% of shares outstanding; change -0.02)
Holder of GENC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 87818 (value 1307610; 0.01% of shares outstanding; change -0.03)
Holder of GENC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 104835 (value 1560993; 0.01% of shares outstanding; change 0.00)
Holder of GENC: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 252000 (value 3837959; 0.02% of shares outstanding; change 0.23)
Holder of GENC: ROYCE FUND-Royce Small-Cap Special Equity Fund
Shares held as of 2026-03-31: 935000 (value 14240049; 0.08% of shares outstanding; change 0.01)
Holder of GENC: Teton Westwood Funds-TETON WESTWOOD MIGHTY MITES FUND
Shares held as of 2026-03-31: 247700 (value 3688253; 0.02% of shares outstanding; change 0.00)
Holder of GENC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 108244 (value 1648556; 0.01% of shares outstanding; change 0.00)
Holder of GENC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 324811 (value 4946871; 0.03% of shares outstanding; change 0.00)
Holder of GENC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 219512 (value 3097314; 0.02% of shares outstanding; change 0.02)
Holder of GENC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 113025 (value 1721370; 0.01% of shares outstanding; change 0.00)
Holder of GENC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 171278 (value 2608563; 0.01% of shares outstanding; change 0.00)
Holder of GENC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 87818 (value 1337468; 0.01% of shares outstanding; change 0.00)
Holder of GENC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 102848 (value 1566374; 0.01% of shares outstanding; change -0.02)
Holder of GENC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 210886 (value 3140092; 0.02% of shares outstanding; change -0.04)
Holder of GENC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 212900 (value 3242466; 0.02% of shares outstanding; change 0.01)
Holder of GENC: Teton Westwood Funds-TETON WESTWOOD MIGHTY MITES FUND
Shares held as of 2026-06-30: 247700 (value 3772470; 0.02% of shares outstanding; change 0.00)
Holder of GENI: HARBOR FUNDS-Harbor Small Cap Growth Fund
Shares held as of 2026-01-31: 3261173 (value 19371367; 0.01% of shares outstanding; change 0.24)
Holder of GENI: Vanguard Explorer Fund
Shares held as of 2026-01-31: 3024384 (value 17964841; 0.01% of shares outstanding; change 0.57)
Holder of GENI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 2145392 (value 12743628; 0.01% of shares outstanding; change 0.01)
Holder of GENI: MFS SERIES TRUST I-MFS New Discovery Fund
Shares held as of 2026-02-28: 2900461 (value 18794987; 0.01% of shares outstanding; change 0.05)
Holder of GENI: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-03-31: 2181917 (value 12938767; 0.01% of shares outstanding; change -0.02)
Holder of GENI: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-03-31: 1825204 (value 10823459; 0.01% of shares outstanding; change 1.00)
Holder of GENI: First TRT Exch-Trd Fd.-First TRT WCM Intl Eqy. ETF
Shares held as of 2026-03-31: 1799703 (value 11662075; 0.01% of shares outstanding; change 0.35)
Holder of GENI: Needham Funds Inc-Needham Aggressive Growth Fund
Shares held as of 2026-03-31: 3850000 (value 24948000; 0.02% of shares outstanding; change 0.46)
Holder of GENI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 5347259 (value 31334938; 0.02% of shares outstanding; change 0.00)
Holder of GENI: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-04-30: 2149817 (value 13307367; 0.01% of shares outstanding; change -0.01)
Holder of GENI: ARK ETF Trust-ARK Next Generation Internet ETF
Shares held as of 2026-04-30: 3225022 (value 19124379; 0.01% of shares outstanding; change 0.22)
Holder of GENI: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-04-30: 2115361 (value 12565244; 0.01% of shares outstanding; change 0.16)
Holder of GENI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 2167794 (value 14047305; 0.01% of shares outstanding; change 0.01)
Holder of GENI: Manager Directed Portfolios-Hood River Small-Cap Growth Fund
Shares held as of 2026-04-30: 3135884 (value 20320528; 0.01% of shares outstanding; change 0.00)
Holder of GENI: Vanguard Explorer Fund
Shares held as of 2026-04-30: 3811800 (value 24700464; 0.02% of shares outstanding; change 0.26)
Holder of GENI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 5137965 (value 30519512; 0.02% of shares outstanding; change -0.04)
Holder of GENI: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-05-31: 2056717 (value 13327526; 0.01% of shares outstanding; change -0.04)
Holder of GENI: ARK ETF Trust-ARK Next Generation Internet ETF
Shares held as of 2026-05-31: 3171938 (value 18841311; 0.01% of shares outstanding; change -0.02)
Holder of GENI: Fidelity Rutland Square TRT II-Strategic Advisers Fidelity U.S. Total 
Shares held as of 2026-05-31: 3340365 (value 21645565; 0.01% of shares outstanding; change 0.58)
Holder of GENI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 5239836 (value 33954137; 0.02% of shares outstanding; change 0.02)
Holder of GENI: ARK ETF Trust-ARK Next Generation Internet ETF
Shares held as of 2026-06-30: 3065770 (value 19866189; 0.01% of shares outstanding; change -0.03)
Holder of GENK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 41738 (value 86397; 0.01% of shares outstanding; change 0.00)
Holder of GENK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 127318 (value 263548; 0.02% of shares outstanding; change 0.00)
Holder of GENK: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 4200 (value 8274; 0.00% of shares outstanding; change 0.00)
Holder of GENK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 27883 (value 53535; 0.01% of shares outstanding; change 0.21)
Holder of GENK: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 2798 (value 5372; 0.00% of shares outstanding; change 0.00)
Holder of GENK: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 6248 (value 11996; 0.00% of shares outstanding; change 0.00)
Holder of GENK: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 7552 (value 14499; 0.00% of shares outstanding; change 0.00)
Holder of GENK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 41738 (value 82223; 0.01% of shares outstanding; change 0.00)
Holder of GENK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 127318 (value 250816; 0.02% of shares outstanding; change 0.00)
Holder of GENK: ADVISORS' INNER CIRCLE III-Knights of Columbus U.S. All Cap Index Fund
Shares held as of 2026-04-30: 22 (value 43; 0.00% of shares outstanding; change 1.00)
Holder of GENK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 27782 (value 58064; 0.01% of shares outstanding; change 0.00)
Holder of GENK: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 2798 (value 5847; 0.00% of shares outstanding; change 0.00)
Holder of GENK: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 6248 (value 13058; 0.00% of shares outstanding; change 0.00)
Holder of GENK: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 7552 (value 15783; 0.00% of shares outstanding; change 0.00)
Holder of GENK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 27782 (value 54730; 0.01% of shares outstanding; change 0.00)
Holder of GENK: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2798 (value 5512; 0.00% of shares outstanding; change 0.00)
Holder of GENK: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 6248 (value 12308; 0.00% of shares outstanding; change 0.00)
Holder of GENK: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 7552 (value 14877; 0.00% of shares outstanding; change 0.00)
Holder of GENM.TO: Amplify ETF Tr-Amplify Junior Silver Miners ETF
Shares held as of 2024-09-30: 19221131 (value 11340466; 0.08% of shares outstanding; change 0.00)
Holder of GEO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1476061 (value 33462302; 0.01% of shares outstanding; change -0.01)
Holder of GEO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2995847 (value 67915851; 0.02% of shares outstanding; change -0.06)
Holder of GEO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1934827 (value 43862528; 0.01% of shares outstanding; change -0.05)
Holder of GEO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4248924 (value 96323107; 0.03% of shares outstanding; change 0.00)
Holder of GEO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1324280 (value 39291387; 0.01% of shares outstanding; change 0.01)
Holder of GEO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1523964 (value 47120966; 0.01% of shares outstanding; change 0.03)
Holder of GEO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2939776 (value 90897874; 0.02% of shares outstanding; change -0.02)
Holder of GEO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1874048 (value 57945564; 0.01% of shares outstanding; change -0.03)
Holder of GEO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4005423 (value 123847679; 0.03% of shares outstanding; change -0.06)
Holder of GEO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3269194 (value 74112628; 0.02% of shares outstanding; change -0.01)
Holder of GEO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1317738 (value 40744459; 0.01% of shares outstanding; change 0.00)
Holder of GEO: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 1251511 (value 37132331; 0.01% of shares outstanding; change 0.01)
Holder of GEO: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 8334440 (value 247282835; 0.06% of shares outstanding; change 0.02)
Holder of GEO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3141393 (value 93205130; 0.02% of shares outstanding; change -0.04)
Holder of GEO: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 1091017 (value 32370474; 0.01% of shares outstanding; change 0.00)
Holder of GEO: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 1273293 (value 37778603; 0.01% of shares outstanding; change -0.05)
Holder of GEO: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-05-31: 1252195 (value 38154380; 0.01% of shares outstanding; change 0.00)