speb/financial-data huggingface dataset:
Holder of EFOI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 160 (value 459; 0.00% of shares outstanding; change 0.00)
Holder of EFOR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 918815 (value 20838724; 0.02% of shares outstanding; change -0.07)
Holder of EFOR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 593539 (value 13461464; 0.01% of shares outstanding; change -0.06)
Holder of EFOR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1319527 (value 29926872; 0.03% of shares outstanding; change -0.01)
Holder of EFOR: Delaware Group Equity Funds V-Nomura Small Cap Core Fund
Shares held as of 2026-02-28: 812130 (value 16729878; 0.02% of shares outstanding; change -0.16)
Holder of EFOR: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1099377 (value 22647166; 0.03% of shares outstanding; change 0.03)
Holder of EFOR: AIM Growth Series -Invesco Main Street Small Cap Fd.
Shares held as of 2026-03-31: 609916 (value 12564269; 0.01% of shares outstanding; change -0.02)
Holder of EFOR: BARON INVESTMENT Fd.S TRT -Baron Small Cap Fd.
Shares held as of 2026-03-31: 1000000 (value 20600000; 0.02% of shares outstanding; change -0.20)
Holder of EFOR: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-03-31: 635300 (value 14408604; 0.02% of shares outstanding; change 0.12)
Holder of EFOR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 477292 (value 9832215; 0.01% of shares outstanding; change 0.03)
Holder of EFOR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 904858 (value 18640075; 0.02% of shares outstanding; change -0.02)
Holder of EFOR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 575966 (value 11864899; 0.01% of shares outstanding; change -0.03)
Holder of EFOR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1207197 (value 24868258; 0.03% of shares outstanding; change -0.09)
Holder of EFOR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1042291 (value 23639160; 0.03% of shares outstanding; change 0.01)
Holder of EFOR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2604819 (value 45922956; 0.06% of shares outstanding; change 0.02)
Holder of EFOR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1012850 (value 17886930; 0.02% of shares outstanding; change -0.03)
Holder of EFOR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2600525 (value 53570815; 0.06% of shares outstanding; change 0.00)
Holder of EFOR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1022496 (value 21063417; 0.02% of shares outstanding; change 0.01)
Holder of EFR: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 192258 (value 2020631; 0.01% of shares outstanding; change 0.00)
Holder of EFR: GOLDMAN SACHS TRUST-Goldman Sachs High Yield Floating Rate Fund
Shares held as of 2025-12-31: 40519 (value 426665; 0.00% of shares outstanding; change 1.00)
Holder of EFR: SCM Trust-ICON FLEXIBLE BOND FUND
Shares held as of 2025-12-31: 50000 (value 525500; 0.00% of shares outstanding; change 1.00)
Holder of EFR: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-01-31: 71525 (value 751727; 0.00% of shares outstanding; change 0.39)
Holder of EFR: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 207258 (value 2186571; 0.01% of shares outstanding; change 0.08)
Holder of EFR: GOLDMAN SACHS TRUST-Goldman Sachs High Yield Floating Rate Fund
Shares held as of 2026-03-31: 40519 (value 427475; 0.00% of shares outstanding; change 0.00)
Holder of EFR: GOLDMAN SACHS TRUST-Goldman Sachs High Yield Fund
Shares held as of 2026-03-31: 41233 (value 435008; 0.00% of shares outstanding; change 0.00)
Holder of EFR: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 175 (value 1846; 0.00% of shares outstanding; change 1.00)
Holder of EFR: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 469 (value 4947; 0.00% of shares outstanding; change 1.00)
Holder of EFR: SCM Trust-ICON FLEXIBLE BOND FUND
Shares held as of 2026-03-31: 108870 (value 1148578; 0.00% of shares outstanding; change 1.18)
Holder of EFR: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-04-30: 78861 (value 831983; 0.00% of shares outstanding; change 0.10)
Holder of EFR: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 407880 (value 4311291; 0.01% of shares outstanding; change 0.05)
Holder of EFR: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 396364 (value 4181640; 0.01% of shares outstanding; change -0.03)
Holder of EFR: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 395491 (value 4172430; 0.01% of shares outstanding; change 0.00)
Holder of EFR.TO: -Price (T.Rowe) Real Assets Trust I
Shares held as of 2025-12-31: 3186688 (value 81674810; 0.01% of shares outstanding; change 0.11)
Holder of EFR.TO: SPROTT FUNDS TRUST-SPROTT URANIUM MINERS ETF
Shares held as of 2025-12-31: 5395737 (value 138292734; 0.02% of shares outstanding; change -0.56)
Holder of EFR.TO: SPROTT FUNDS TRUST-Sprott Junior Uranium Miners ETF
Shares held as of 2025-12-31: 2733838 (value 70068265; 0.01% of shares outstanding; change 1.28)
Holder of EFR.TO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 2236981 (value 51159757; 0.01% of shares outstanding; change 0.01)
Holder of EFR.TO: SPROTT FUNDS TRUST-SPROTT URANIUM MINERS ETF
Shares held as of 2026-03-31: 5485099 (value 87432475; 0.02% of shares outstanding; change 0.02)
Holder of EFR.TO: SPROTT FUNDS TRUST-Sprott Junior Uranium Miners ETF
Shares held as of 2026-03-31: 2282654 (value 36385503; 0.01% of shares outstanding; change -0.17)
Holder of EFR.TO: SmallCap World Fund Inc
Shares held as of 2026-03-31: 2709424 (value 43188217; 0.01% of shares outstanding; change 1.00)
Holder of EFR.TO: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 2739415 (value 43666273; 0.01% of shares outstanding; change 1.00)
Holder of EFR.TO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7541953 (value 120218727; 0.03% of shares outstanding; change 0.09)
Holder of EFR.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2245786 (value 46263192; 0.01% of shares outstanding; change 0.62)
Holder of EFR.TO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 2324814 (value 37057534; 0.01% of shares outstanding; change 0.04)
Holder of EFR.TO: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-04-30: 15300336 (value 322072061; 0.06% of shares outstanding; change 0.02)
Holder of EFR.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3386253 (value 53976871; 0.01% of shares outstanding; change 0.58)
Holder of EFR.TO: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-04-30: 11236756 (value 287998046; 0.05% of shares outstanding; change 0.03)
Holder of EFR.TO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 5533063 (value 109941966; 0.02% of shares outstanding; change -0.04)
Holder of EFR.TO: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-05-31: 15184584 (value 244775506; 0.06% of shares outstanding; change -0.01)
Holder of EFR.TO: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-05-31: 11567611 (value 223139226; 0.05% of shares outstanding; change 0.03)
Holder of EFR.TO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 5628687 (value 89721268; 0.02% of shares outstanding; change 0.02)
Holder of EFR.TO: GLOBAL X FUNDS-Global X Uranium ETF
Shares held as of 2026-06-30: 15032961 (value 239625392; 0.06% of shares outstanding; change -0.01)
Holder of EFR.TO: VanEck ETF Trust-VanEck Uranium and Nuclear ETF
Shares held as of 2026-06-30: 13554873 (value 216064669; 0.05% of shares outstanding; change 0.17)
Holder of EFSC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 397983 (value 24121749; 0.01% of shares outstanding; change 0.01)
Holder of EFSC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1110113 (value 67283949; 0.03% of shares outstanding; change -0.01)
Holder of EFSC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 443263 (value 28045250; 0.01% of shares outstanding; change -0.04)
Holder of EFSC: HARBOR FUNDS-Harbor Small Cap Value Fund
Shares held as of 2026-01-31: 551938 (value 34921117; 0.02% of shares outstanding; change -0.05)
Holder of EFSC: Thrivent Mutual Funds-Thrivent Small Cap Stock Fund
Shares held as of 2026-01-31: 544304 (value 34438114; 0.01% of shares outstanding; change -0.01)
Holder of EFSC: Delaware Group Equity Funds V-Nomura Small Cap Core Fund
Shares held as of 2026-02-28: 812724 (value 53631655; 0.02% of shares outstanding; change -0.12)
Holder of EFSC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 358634 (value 22690773; 0.01% of shares outstanding; change 0.01)
Holder of EFSC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 411203 (value 27135285; 0.01% of shares outstanding; change 0.03)
Holder of EFSC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1131275 (value 74652834; 0.03% of shares outstanding; change 0.02)
Holder of EFSC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 906550 (value 54945996; 0.02% of shares outstanding; change 0.01)
Holder of EFSC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 915444 (value 56157913; 0.03% of shares outstanding; change 0.05)
Holder of EFSC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 475814 (value 31398964; 0.01% of shares outstanding; change 0.07)
Holder of EFSC: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 362869 (value 23945724; 0.01% of shares outstanding; change 0.01)
Holder of EFSC: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 1132925 (value 72722458; 0.03% of shares outstanding; change 0.01)
Holder of EFSC: HARBOR FUNDS-Harbor Small Cap Value Fund
Shares held as of 2026-04-30: 549609 (value 36268696; 0.02% of shares outstanding; change 0.00)
Holder of EFSC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 871138 (value 57216344; 0.02% of shares outstanding; change -0.04)
Holder of EFSC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 312189 (value 20504573; 0.01% of shares outstanding; change -0.01)
Holder of EFSC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 959999 (value 63052734; 0.03% of shares outstanding; change 0.05)
Holder of EFSC: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 1144563 (value 77132099; 0.03% of shares outstanding; change 0.01)
Holder of EFSC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 879406 (value 58032000; 0.02% of shares outstanding; change 0.01)
Holder of EFSC: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 319165 (value 20839878; 0.01% of shares outstanding; change 0.02)
Holder of EFSC: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1005607 (value 66360003; 0.03% of shares outstanding; change 0.05)
Holder of EFSC: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 766734 (value 50596775; 0.02% of shares outstanding; change -0.33)
Holder of EFSC: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 409606 (value 27029899; 0.01% of shares outstanding; change 0.73)
Holder of EFSCP: ANCORA TRUST-Ancora Income Fund
Shares held as of 2025-12-31: 25000 (value 504750; 0.01% of shares outstanding; change 0.00)
Holder of EFSCP: ETFis Series Trust I-Virtus InfraCap U.S. Preferred Stock ETF
Shares held as of 2026-01-31: 434224 (value 8766982; 0.16% of shares outstanding; change 0.13)
Holder of EFSI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 50575 (value 1995689; 0.01% of shares outstanding; change -0.09)
Holder of EFSI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 187494 (value 7398513; 0.05% of shares outstanding; change 0.00)
Holder of EFSI: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 11615 (value 487946; 0.00% of shares outstanding; change 0.00)
Holder of EFSI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 44244 (value 1858690; 0.01% of shares outstanding; change 0.00)
Holder of EFSI: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 22685 (value 918288; 0.01% of shares outstanding; change 0.01)
Holder of EFSI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 19182 (value 786653; 0.01% of shares outstanding; change -0.17)
Holder of EFSI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 8251 (value 338373; 0.00% of shares outstanding; change 0.00)
Holder of EFSI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 50575 (value 2047275; 0.01% of shares outstanding; change 0.00)
Holder of EFSI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 187494 (value 7589757; 0.05% of shares outstanding; change 0.00)
Holder of EFSI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 11648 (value 477684; 0.00% of shares outstanding; change -0.05)
Holder of EFSI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 90174 (value 3558265; 0.03% of shares outstanding; change 0.02)
Holder of EFSI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 36637 (value 1445695; 0.01% of shares outstanding; change 0.00)
Holder of EFSI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 19855 (value 823188; 0.01% of shares outstanding; change 0.04)
Holder of EFSI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 8251 (value 342086; 0.00% of shares outstanding; change 0.00)
Holder of EFSI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 44952 (value 1819656; 0.01% of shares outstanding; change 0.02)
Holder of EFSI: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 10234 (value 414272; 0.00% of shares outstanding; change -0.12)
Holder of EFSI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 11725 (value 479669; 0.00% of shares outstanding; change 0.01)
Holder of EFSI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 86542 (value 3540433; 0.02% of shares outstanding; change -0.04)
Holder of EFSI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 36217 (value 1481637; 0.01% of shares outstanding; change -0.01)
Holder of EFSI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 19855 (value 803730; 0.01% of shares outstanding; change 0.00)
Holder of EFSI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 8251 (value 334000; 0.00% of shares outstanding; change 0.00)
Holder of EFSI: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 11949 (value 483695; 0.00% of shares outstanding; change 0.02)
Holder of EFSI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 87390 (value 3537547; 0.02% of shares outstanding; change 0.01)
Holder of EFSI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 36525 (value 1478531; 0.01% of shares outstanding; change 0.01)
Holder of EFT: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 117240 (value 1274398; 0.00% of shares outstanding; change 0.00)
Holder of EFT: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2025-12-31: 4782 (value 51310; 0.00% of shares outstanding; change 0.00)
Holder of EFT: SCM Trust-ICON FLEXIBLE BOND FUND
Shares held as of 2025-12-31: 150337 (value 1634163; 0.01% of shares outstanding; change 1.00)
Holder of EFT: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2025-12-31: 13115 (value 140723; 0.00% of shares outstanding; change 0.00)
Holder of EFT: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-01-31: 54067 (value 576894; 0.00% of shares outstanding; change -0.20)
Holder of EFT: Principal Funds, Inc-Global Multi-Strategy Fund
Shares held as of 2026-02-28: 6106 (value 65028; 0.00% of shares outstanding; change 0.00)
Holder of EFT: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 147240 (value 1568105; 0.01% of shares outstanding; change 0.26)
Holder of EFT: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2026-03-31: 4782 (value 50928; 0.00% of shares outstanding; change 0.00)
Holder of EFT: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 81 (value 862; 0.00% of shares outstanding; change 1.00)
Holder of EFT: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 219 (value 2332; 0.00% of shares outstanding; change 1.00)
Holder of EFT: SCM Trust-ICON FLEXIBLE BOND FUND
Shares held as of 2026-03-31: 170280 (value 1813481; 0.01% of shares outstanding; change 0.13)
Holder of EFT: Starboard Investment Trust-Matisse Discounted Bond CEF Strategy
Shares held as of 2026-03-31: 4127 (value 43952; 0.00% of shares outstanding; change 1.00)
Holder of EFT: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2026-03-31: 13115 (value 139674; 0.00% of shares outstanding; change 0.00)
Holder of EFT: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-04-30: 38957 (value 414892; 0.00% of shares outstanding; change -0.28)
Holder of EFT: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 361599 (value 3898037; 0.01% of shares outstanding; change 0.04)
Holder of EFT: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 351390 (value 3749331; 0.01% of shares outstanding; change -0.03)
Holder of EFT: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 350616 (value 3734060; 0.01% of shares outstanding; change 0.00)
Holder of EFTY: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 11423 (value 171573; 0.00% of shares outstanding; change 0.00)
Holder of EFTY: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 11423 (value 171573; 0.00% of shares outstanding; change 0.00)
Holder of EFTY: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 11423 (value 171573; 0.00% of shares outstanding; change 0.00)
Holder of EFX: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 3086346 (value 511685282; 0.03% of shares outstanding; change 0.01)
Holder of EFX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3849395 (value 638191171; 0.03% of shares outstanding; change -0.01)
Holder of EFX: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 1495300 (value 229513605; 0.01% of shares outstanding; change 1.18)
Holder of EFX: MFS SERIES TRUST I-MFS Value Fund
Shares held as of 2026-02-28: 2966145 (value 511778638; 0.03% of shares outstanding; change 0.05)
Holder of EFX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1537601 (value 254918859; 0.01% of shares outstanding; change -0.01)
Holder of EFX: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 1836313 (value 316837432; 0.02% of shares outstanding; change 1.91)
Holder of EFX: HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund
Shares held as of 2026-03-31: 2366700 (value 408350402; 0.02% of shares outstanding; change 0.02)
Holder of EFX: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3059661 (value 527913888; 0.03% of shares outstanding; change -0.01)
Holder of EFX: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 2597397 (value 448154860; 0.02% of shares outstanding; change -0.03)
Holder of EFX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3819276 (value 658977855; 0.03% of shares outstanding; change -0.01)
Holder of EFX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 1542914 (value 236821878; 0.01% of shares outstanding; change 0.00)
Holder of EFX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1431428 (value 234339087; 0.01% of shares outstanding; change 0.03)
Holder of EFX: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 1495300 (value 257999051; 0.01% of shares outstanding; change 0.00)
Holder of EFX: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1557304 (value 267762853; 0.01% of shares outstanding; change 0.01)
Holder of EFX: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1540763 (value 265843237; 0.01% of shares outstanding; change 0.00)
Holder of EFX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 1445498 (value 238680622; 0.01% of shares outstanding; change 0.01)
Holder of EFX: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1586144 (value 273673275; 0.01% of shares outstanding; change 0.02)
Holder of EFX: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1439109 (value 248303857; 0.01% of shares outstanding; change 0.00)
Holder of EFX.TO: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 1025292 (value 36346602; 0.01% of shares outstanding; change -0.57)
Holder of EFX.TO: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 1656167 (value 58711121; 0.01% of shares outstanding; change -0.54)
Holder of EFX.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 484262 (value 17719146; 0.00% of shares outstanding; change 0.09)
Holder of EFX.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 552397 (value 19239988; 0.00% of shares outstanding; change 0.02)
Holder of EFX.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 551769 (value 20189227; 0.00% of shares outstanding; change 0.00)
Holder of EFX.TO: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 579554 (value 20185866; 0.00% of shares outstanding; change 0.12)
Holder of EFX.TO: OBERWEIS FUNDS-Oberweis International Opportunities Fund
Shares held as of 2026-03-31: 364200 (value 12685086; 0.00% of shares outstanding; change 0.15)
Holder of EFX.TO: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 393455 (value 13704038; 0.00% of shares outstanding; change -0.76)
Holder of EFX.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1178070 (value 37898509; 0.01% of shares outstanding; change 1.00)
Holder of EFX.TO: Victory Portfolios-Victory Trivalent International Small-Cap Fund
Shares held as of 2026-03-31: 1339583 (value 43094382; 0.01% of shares outstanding; change -0.07)
Holder of EFX.TO: Aegis Funds-Aegis Value Fund
Shares held as of 2026-04-30: 511060 (value 16440799; 0.00% of shares outstanding; change 0.00)
Holder of EFX.TO: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 337545 (value 11965970; 0.00% of shares outstanding; change 0.29)
Holder of EFX.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 1685645 (value 57143368; 0.01% of shares outstanding; change 0.24)
Holder of EFX.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 734924 (value 23642503; 0.01% of shares outstanding; change 0.52)
Holder of EFX.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 607581 (value 19545879; 0.01% of shares outstanding; change 0.10)
Holder of EFX.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 587336 (value 18894598; 0.00% of shares outstanding; change 0.06)
Holder of EFX.TO: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 636243 (value 20467936; 0.01% of shares outstanding; change 0.10)
Holder of EFX.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 450211 (value 14483287; 0.00% of shares outstanding; change 28.43)
Holder of EFX.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1764512 (value 56764347; 0.01% of shares outstanding; change 11.72)
Holder of EFX.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 1748352 (value 56594152; 0.01% of shares outstanding; change 0.04)
Holder of EFX.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 1746966 (value 56199893; 0.01% of shares outstanding; change 0.00)
Holder of EFXT: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 1025292 (value 24760801; 0.01% of shares outstanding; change -0.57)
Holder of EFXT: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 1656167 (value 39996432; 0.01% of shares outstanding; change -0.54)
Holder of EFXT: Victory Portfolios-Victory Trivalent International Small-Cap Fund
Shares held as of 2025-12-31: 1438820 (value 35855394; 0.01% of shares outstanding; change -0.03)
Holder of EFXT: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 484262 (value 12503644; 0.00% of shares outstanding; change 0.09)
Holder of EFXT: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 552397 (value 13539250; 0.00% of shares outstanding; change 0.02)
Holder of EFXT: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 551769 (value 14246675; 0.00% of shares outstanding; change 0.00)
Holder of EFXT: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 579554 (value 14204868; 0.00% of shares outstanding; change 0.12)
Holder of EFXT: OBERWEIS FUNDS-Oberweis International Opportunities Fund
Shares held as of 2026-03-31: 364200 (value 8926542; 0.00% of shares outstanding; change 0.15)
Holder of EFXT: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 393455 (value 9643582; 0.00% of shares outstanding; change -0.76)
Holder of EFXT: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1178070 (value 26812873; 0.01% of shares outstanding; change 1.00)
Holder of EFXT: Victory Portfolios-Victory Trivalent International Small-Cap Fund
Shares held as of 2026-03-31: 1339583 (value 30488909; 0.01% of shares outstanding; change -0.07)
Holder of EFXT: Aegis Funds-Aegis Value Fund
Shares held as of 2026-04-30: 511060 (value 11631725; 0.00% of shares outstanding; change 0.00)
Holder of EFXT: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 337545 (value 8151711; 0.00% of shares outstanding; change 0.29)
Holder of EFXT: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 1685645 (value 40961172; 0.01% of shares outstanding; change 0.24)
Holder of EFXT: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 734924 (value 16726870; 0.01% of shares outstanding; change 0.52)
Holder of EFXT: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 607581 (value 13828543; 0.01% of shares outstanding; change 0.10)
Holder of EFXT: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 587336 (value 13367767; 0.00% of shares outstanding; change 0.06)
Holder of EFXT: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 636243 (value 14480890; 0.01% of shares outstanding; change 0.10)
Holder of EFXT: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 450211 (value 10246802; 0.00% of shares outstanding; change 28.43)
Holder of EFXT: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1764512 (value 40160293; 0.01% of shares outstanding; change 11.72)
Holder of EFXT: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 1748352 (value 40351964; 0.01% of shares outstanding; change 0.04)
Holder of EFXT: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 1746966 (value 39760946; 0.01% of shares outstanding; change 0.00)
Holder of EG: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 1057929 (value 342800732; 0.03% of shares outstanding; change 0.02)
Holder of EG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 952611 (value 308674541; 0.02% of shares outstanding; change -0.04)
Holder of EG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 614193 (value 199016957; 0.02% of shares outstanding; change -0.03)
Holder of EG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1319901 (value 427687519; 0.03% of shares outstanding; change 0.00)
Holder of EG: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-01-31: 404477 (value 137239041; 0.01% of shares outstanding; change -0.10)
Holder of EG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 519773 (value 168422044; 0.01% of shares outstanding; change -0.03)
Holder of EG: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 324222 (value 124037612; 0.01% of shares outstanding; change 0.00)
Holder of EG: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 1034085 (value 398246810; 0.03% of shares outstanding; change -0.02)
Holder of EG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 931318 (value 358669183; 0.02% of shares outstanding; change -0.02)
Holder of EG: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 593052 (value 228396183; 0.02% of shares outstanding; change -0.03)
Holder of EG: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1279973 (value 492943195; 0.03% of shares outstanding; change -0.03)
Holder of EG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 521563 (value 176966319; 0.01% of shares outstanding; change 0.00)
Holder of EG: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 524999 (value 178184657; 0.01% of shares outstanding; change -0.03)
Holder of EG: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 482424 (value 163734702; 0.01% of shares outstanding; change 0.03)
Holder of EG: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-04-30: 396080 (value 152538327; 0.01% of shares outstanding; change -0.02)
Holder of EG: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 526237 (value 195418113; 0.01% of shares outstanding; change 0.00)
Holder of EG: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 520840 (value 200585898; 0.01% of shares outstanding; change 0.00)
Holder of EG: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 522434 (value 199867579; 0.01% of shares outstanding; change 0.00)
Holder of EG: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 487248 (value 180067369; 0.01% of shares outstanding; change 0.01)
Holder of EG: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 536125 (value 206472457; 0.01% of shares outstanding; change 0.02)
Holder of EG: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-06-30: 370278 (value 142601461; 0.01% of shares outstanding; change 1.00)
Holder of EG: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 540631 (value 208207808; 0.01% of shares outstanding; change 0.03)
Holder of EG: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 478309 (value 184206359; 0.01% of shares outstanding; change -0.02)
Holder of EGAN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 189831 (value 1410444; 0.01% of shares outstanding; change -0.07)
Holder of EGAN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 595590 (value 4425233; 0.02% of shares outstanding; change -0.12)
Holder of EGAN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 109529 (value 801752; 0.00% of shares outstanding; change 0.03)
Holder of EGAN: Janus Detroit Street Trust-Janus Henderson Small Cap Growth Alpha ETF
Shares held as of 2026-01-31: 98508 (value 721078; 0.00% of shares outstanding; change 1.00)
Holder of EGAN: SCHWAB CAPITAL TRUST-Schwab Small-Cap Equity Fund
Shares held as of 2026-01-31: 85679 (value 627170; 0.00% of shares outstanding; change -0.01)
Holder of EGAN: Vanguard Explorer Fund
Shares held as of 2026-01-31: 440680 (value 3225777; 0.02% of shares outstanding; change 0.00)
Holder of EGAN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 159410 (value 1166881; 0.01% of shares outstanding; change 0.01)
Holder of EGAN: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 79799 (value 502733; 0.00% of shares outstanding; change -0.09)
Holder of EGAN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 112257 (value 808250; 0.00% of shares outstanding; change 0.22)
Holder of EGAN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 189831 (value 1216816; 0.01% of shares outstanding; change 0.00)
Holder of EGAN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 595590 (value 3817731; 0.02% of shares outstanding; change 0.00)
Holder of EGAN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 404538 (value 3005717; 0.01% of shares outstanding; change 0.02)
Holder of EGAN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 116167 (value 744630; 0.00% of shares outstanding; change 0.06)
Holder of EGAN: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 91768 (value 588232; 0.00% of shares outstanding; change 0.21)
Holder of EGAN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 111849 (value 704648; 0.00% of shares outstanding; change 0.00)
Holder of EGAN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 160207 (value 1026926; 0.01% of shares outstanding; change 0.01)
Holder of EGAN: Janus Detroit Street Trust-Janus Henderson Small Cap Growth Alpha ETF
Shares held as of 2026-04-30: 86038 (value 551503; 0.00% of shares outstanding; change -0.13)
Holder of EGAN: Vanguard Explorer Fund
Shares held as of 2026-04-30: 440680 (value 2824758; 0.02% of shares outstanding; change 0.00)
Holder of EGAN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 388648 (value 2537871; 0.01% of shares outstanding; change -0.04)
Holder of EGAN: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 91928 (value 600289; 0.00% of shares outstanding; change 0.00)
Holder of EGAN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 91943 (value 589354; 0.00% of shares outstanding; change -0.18)
Holder of EGAN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 392358 (value 2515014; 0.01% of shares outstanding; change 0.01)
Holder of EGAN: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 90984 (value 583207; 0.00% of shares outstanding; change -0.01)
Holder of EGB.DE: VANGUARD WORLD FUND-Vanguard U.S. Growth Fund
Shares held as of 2026-02-28: 1089404 (value 161340739; 0.02% of shares outstanding; change 0.44)
Holder of EGB.DE: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1279133 (value 189439605; 0.02% of shares outstanding; change -0.03)
Holder of EGB.DE: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2026-03-31: 460718 (value 68232338; 0.01% of shares outstanding; change -0.04)
Holder of EGB.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 643333 (value 95277621; 0.01% of shares outstanding; change 0.04)
Holder of EGB.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 749645 (value 111022429; 0.01% of shares outstanding; change 0.01)
Holder of EGB.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1339959 (value 198447936; 0.02% of shares outstanding; change 0.02)
Holder of EGB.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1842140 (value 272820945; 0.03% of shares outstanding; change 0.01)
Holder of EGB.DE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 555308 (value 82241118; 0.01% of shares outstanding; change 0.01)
Holder of EGB.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1956598 (value 289772175; 0.03% of shares outstanding; change 0.00)
Holder of EGB.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1344108 (value 199062403; 0.02% of shares outstanding; change 0.02)
Holder of EGBN: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 384448 (value 10483897; 0.01% of shares outstanding; change 0.16)
Holder of EGBN: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 597530 (value 16294643; 0.02% of shares outstanding; change 0.11)
Holder of EGBN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 300945 (value 8212789; 0.01% of shares outstanding; change 0.02)
Holder of EGBN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 835858 (value 22810565; 0.03% of shares outstanding; change -0.06)
Holder of EGBN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 300998 (value 8373764; 0.01% of shares outstanding; change -0.21)
Holder of EGBN: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 295417 (value 8401659; 0.01% of shares outstanding; change 0.45)
Holder of EGBN: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2026-03-31: 459491 (value 13067924; 0.02% of shares outstanding; change 0.20)
Holder of EGBN: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 709614 (value 20181422; 0.02% of shares outstanding; change 0.19)
Holder of EGBN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 307199 (value 8736739; 0.01% of shares outstanding; change 0.02)
Holder of EGBN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 855089 (value 24318731; 0.03% of shares outstanding; change 0.02)
Holder of EGBN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 687457 (value 18760702; 0.02% of shares outstanding; change 0.00)
Holder of EGBN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 308023 (value 8399787; 0.01% of shares outstanding; change -0.12)
Holder of EGBN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 300998 (value 8560383; 0.01% of shares outstanding; change 0.00)
Holder of EGBN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 278212 (value 7912349; 0.01% of shares outstanding; change 0.01)
Holder of EGBN: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 460360 (value 13138674; 0.02% of shares outstanding; change 0.05)
Holder of EGBN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1688828 (value 46983194; 0.06% of shares outstanding; change 0.02)
Holder of EGBN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 660580 (value 18225402; 0.02% of shares outstanding; change -0.04)
Holder of EGBN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 298225 (value 8228027; 0.01% of shares outstanding; change -0.03)
Holder of EGBN: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 426983 (value 11443144; 0.01% of shares outstanding; change -0.07)
Holder of EGBN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1676431 (value 47677698; 0.06% of shares outstanding; change -0.01)
Holder of EGBN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 666772 (value 18962996; 0.02% of shares outstanding; change 0.01)
Holder of EGBN: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 431894 (value 12283065; 0.01% of shares outstanding; change 0.01)
Holder of EGHA: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2025-12-31: 14856 (value 153016; 0.00% of shares outstanding; change 0.30)
Holder of EGHA: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2025-12-31: 5327 (value 54868; 0.00% of shares outstanding; change 0.30)
Holder of EGHA: Merger Fund VL-The Merger Fund VL
Shares held as of 2025-12-31: 2729 (value 28245; 0.00% of shares outstanding; change 0.30)
Holder of EGHA: Merger Fund-The Merger Fund
Shares held as of 2025-12-31: 266965 (value 2749739; 0.02% of shares outstanding; change 0.30)
Holder of EGHA: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 100000 (value 1030000; 0.01% of shares outstanding; change 1.00)
Holder of EGHA: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2025-12-31: 10181 (value 105373; 0.00% of shares outstanding; change 0.30)
Holder of EGHA: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2025-12-31: 15127 (value 155808; 0.00% of shares outstanding; change 0.30)
Holder of EGHA: Principal Funds, Inc-Global Multi-Strategy Fund
Shares held as of 2026-02-28: 1687 (value 17426; 0.00% of shares outstanding; change -0.75)
Holder of EGHA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 9154 (value 94286; 0.00% of shares outstanding; change 0.00)
Holder of EGHA: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 3698 (value 38200; 0.00% of shares outstanding; change -0.75)
Holder of EGHA: JNL Series Trust-JNL/Westchester Capital Event Driven Fund
Shares held as of 2026-03-31: 1326 (value 13697; 0.00% of shares outstanding; change -0.75)
Holder of EGHA: Merger Fund VL-The Merger Fund VL
Shares held as of 2026-03-31: 679 (value 7014; 0.00% of shares outstanding; change -0.75)
Holder of EGHA: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 66454 (value 686469; 0.00% of shares outstanding; change -0.75)
Holder of EGHA: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 100000 (value 1032999; 0.01% of shares outstanding; change 0.00)
Holder of EGHA: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2026-03-31: 2534 (value 26176; 0.00% of shares outstanding; change -0.75)
Holder of EGHA: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2026-03-31: 3766 (value 38902; 0.00% of shares outstanding; change -0.75)
Holder of EGHA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 9154 (value 94194; 0.00% of shares outstanding; change 0.00)
Holder of EGHA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 9154 (value 94560; 0.00% of shares outstanding; change 0.00)
Holder of EGHA: TRT for Professional Managers-CrossingBridge Ultra-Short Duration Fd.
Shares held as of 2026-06-30: 125000 (value 1291249; 0.01% of shares outstanding; change 1.00)
Holder of EGHT: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2025-12-31: 1507087 (value 3119669; 0.01% of shares outstanding; change 0.00)
Holder of EGHT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1522862 (value 3152324; 0.01% of shares outstanding; change 0.05)
Holder of EGHT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3927847 (value 8130643; 0.04% of shares outstanding; change 0.03)
Holder of EGHT: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-01-31: 2249940 (value 3869896; 0.02% of shares outstanding; change -0.10)
Holder of EGHT: Vanguard Explorer Fund
Shares held as of 2026-01-31: 1265102 (value 2175975; 0.01% of shares outstanding; change 0.00)
Holder of EGHT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1309103 (value 2251657; 0.01% of shares outstanding; change 0.00)
Holder of EGHT: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 3078793 (value 5357099; 0.03% of shares outstanding; change 0.03)
Holder of EGHT: IMPAX FUNDS SERIES TRUST I-Impax Small Cap Fund
Shares held as of 2026-03-31: 2000000 (value 3480000; 0.02% of shares outstanding; change 0.00)
Holder of EGHT: Trust for Professional Managers-Column Small Cap Select Fund
Shares held as of 2026-03-31: 2362848 (value 4844074; 0.02% of shares outstanding; change 0.00)
Holder of EGHT: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2026-03-31: 1507087 (value 2622331; 0.01% of shares outstanding; change 0.00)
Holder of EGHT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1574099 (value 2738932; 0.01% of shares outstanding; change 0.03)
Holder of EGHT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4036777 (value 7023992; 0.04% of shares outstanding; change 0.03)
Holder of EGHT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3292355 (value 6815174; 0.03% of shares outstanding; change 0.02)
Holder of EGHT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1351451 (value 2351524; 0.01% of shares outstanding; change 0.03)
Holder of EGHT: NORTHERN LIGHTS FUND TRUST II-Invenomic Fund
Shares held as of 2026-04-30: 1406958 (value 2448106; 0.01% of shares outstanding; change -0.37)