speb/financial-data huggingface dataset:
Holder of EVV: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2026-03-31: 16811 (value 152643; 0.00% of shares outstanding; change 0.08)
Holder of EVV: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2026-03-31: 12958 (value 117658; 0.00% of shares outstanding; change 0.08)
Holder of EVV: World Funds Trust-Philotimo Focused Growth & Income Fund
Shares held as of 2026-03-31: 229225 (value 2081362; 0.00% of shares outstanding; change 0.00)
Holder of EVV: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 1422352 (value 13142532; 0.01% of shares outstanding; change 0.30)
Holder of EVV: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-04-30: 65140 (value 591471; 0.00% of shares outstanding; change 0.17)
Holder of EVV: WisdomTree Trust-WisdomTree Private Credit and Alternative Income Fund
Shares held as of 2026-04-30: 179216 (value 1676565; 0.00% of shares outstanding; change 1.00)
Holder of EVV: Guggenheim Active Allocation Fund
Shares held as of 2026-05-31: 309597 (value 2811140; 0.00% of shares outstanding; change 0.00)
Holder of EVV: Guggenheim Strategic Opportunities Fund
Shares held as of 2026-05-31: 141764 (value 1287217; 0.00% of shares outstanding; change 0.00)
Holder of EVV: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 1385478 (value 12898800; 0.01% of shares outstanding; change -0.03)
Holder of EVV: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 1382427 (value 12552437; 0.01% of shares outstanding; change 0.00)
Holder of EVV: WisdomTree Trust-WisdomTree Private Credit and Alternative Income Fund
Shares held as of 2026-06-30: 176671 (value 1604172; 0.00% of shares outstanding; change -0.01)
Holder of EW: JPMorgan Trust I-JPMorgan U.S. Equity Fund
Shares held as of 2025-12-31: 5431889 (value 469695448; 0.01% of shares outstanding; change 0.04)
Holder of EW: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 14634514 (value 1265446443; 0.03% of shares outstanding; change 0.01)
Holder of EW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 18243484 (value 1577514083; 0.03% of shares outstanding; change -0.01)
Holder of EW: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-01-31: 14972830 (value 1285866599; 0.03% of shares outstanding; change -0.03)
Holder of EW: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 7410872 (value 640818110; 0.01% of shares outstanding; change 0.00)
Holder of EW: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 14745923 (value 1218455576; 0.03% of shares outstanding; change 0.01)
Holder of EW: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund
Shares held as of 2026-03-31: 4417623 (value 365028176; 0.01% of shares outstanding; change -0.09)
Holder of EW: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 12543138 (value 1036439458; 0.02% of shares outstanding; change -0.01)
Holder of EW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 18440658 (value 1523751519; 0.03% of shares outstanding; change 0.01)
Holder of EW: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 5372958 (value 443967504; 0.01% of shares outstanding; change 0.01)
Holder of EW: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 7436477 (value 638644624; 0.01% of shares outstanding; change 0.00)
Holder of EW: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-04-30: 4198618 (value 360577302; 0.01% of shares outstanding; change -0.01)
Holder of EW: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 6955364 (value 591971034; 0.01% of shares outstanding; change 0.03)
Holder of EW: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-04-30: 14158652 (value 1169929375; 0.02% of shares outstanding; change -0.05)
Holder of EW: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 7505953 (value 714416608; 0.01% of shares outstanding; change 0.01)
Holder of EW: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 7426109 (value 613619366; 0.01% of shares outstanding; change 0.00)
Holder of EW: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-05-31: 4037736 (value 371552453; 0.01% of shares outstanding; change -0.04)
Holder of EW: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 7023101 (value 646265730; 0.01% of shares outstanding; change 0.01)
Holder of EW: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 7645621 (value 631757642; 0.01% of shares outstanding; change 0.02)
Holder of EW: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-06-30: 4082251 (value 337316388; 0.01% of shares outstanding; change 0.01)
Holder of EW: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 6959369 (value 575052641; 0.01% of shares outstanding; change -0.01)
Holder of EWBC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1481427 (value 181534065; 0.01% of shares outstanding; change 0.00)
Holder of EWBC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3122296 (value 382606154; 0.02% of shares outstanding; change -0.04)
Holder of EWBC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 2013059 (value 246680251; 0.01% of shares outstanding; change -0.04)
Holder of EWBC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4301282 (value 527079100; 0.03% of shares outstanding; change -0.01)
Holder of EWBC: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 1365035 (value 171912511; 0.01% of shares outstanding; change 0.00)
Holder of EWBC: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 4248144 (value 556506864; 0.03% of shares outstanding; change 0.08)
Holder of EWBC: AMERICAN MUTUAL FUND
Shares held as of 2026-03-31: 1761851 (value 227507828; 0.01% of shares outstanding; change 0.00)
Holder of EWBC: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 1825224 (value 242079468; 0.01% of shares outstanding; change -0.17)
Holder of EWBC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1535056 (value 201092336; 0.01% of shares outstanding; change 0.04)
Holder of EWBC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3172483 (value 415595273; 0.02% of shares outstanding; change 0.02)
Holder of EWBC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 2020191 (value 264645021; 0.01% of shares outstanding; change 0.00)
Holder of EWBC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4367814 (value 572183634; 0.03% of shares outstanding; change 0.02)
Holder of EWBC: AMERICAN MUTUAL FUND
Shares held as of 2026-04-30: 1761851 (value 231859602; 0.01% of shares outstanding; change 0.00)
Holder of EWBC: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 1577243 (value 203669396; 0.01% of shares outstanding; change 0.37)
Holder of EWBC: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-04-30: 2829912 (value 375331242; 0.02% of shares outstanding; change 0.01)
Holder of EWBC: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-04-30: 1825224 (value 240217731; 0.01% of shares outstanding; change 0.00)
Holder of EWBC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 4647437 (value 600123562; 0.03% of shares outstanding; change 0.02)
Holder of EWBC: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 1731753 (value 226859643; 0.01% of shares outstanding; change 0.10)
Holder of EWBC: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-05-31: 2862139 (value 385014950; 0.02% of shares outstanding; change 0.01)
Holder of EWBC: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 1825224 (value 239104344; 0.01% of shares outstanding; change 0.00)
Holder of EWBC: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 4667515 (value 611444465; 0.03% of shares outstanding; change 0.00)
Holder of EWBC: AMERICAN MUTUAL FUND
Shares held as of 2026-06-30: 1761851 (value 230802481; 0.01% of shares outstanding; change 0.00)
Holder of EWBC: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-06-30: 1923000 (value 251913000; 0.01% of shares outstanding; change -0.33)
Holder of EWI.L: -HSBC FTSE 250 UCITS ETF
Shares held as of 2026-02-28: 58958 (value 14267836; 0.00% of shares outstanding; change 0.02)
Holder of EWI.L: -SSgA SPDR ETFS Europe I-State Street SPDR FTSE UK All Share ETF
Shares held as of 2026-03-31: 77756 (value 21810558; 0.00% of shares outstanding; change 0.47)
Holder of EWI.L: -SSgA SPDR ETFS Europe I-State Street SPDR FTSE UK All Share ETF
Shares held as of 2026-04-30: 77756 (value 21771680; 0.00% of shares outstanding; change 0.00)
Holder of EWI.L: -SSgA SPDR ETFS Europe I-State Street SPDR FTSE UK All Share ETF
Shares held as of 2026-05-31: 76931 (value 18617302; 0.00% of shares outstanding; change -0.01)
Holder of EWL.DE: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-01-31: 14972830 (value 1124160103; 0.03% of shares outstanding; change -0.03)
Holder of EWL.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 7410872 (value 556408283; 0.01% of shares outstanding; change 0.00)
Holder of EWL.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 14745923 (value 1105649356; 0.03% of shares outstanding; change 0.01)
Holder of EWL.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund
Shares held as of 2026-03-31: 4417623 (value 331233387; 0.01% of shares outstanding; change -0.09)
Holder of EWL.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 12543138 (value 940484529; 0.02% of shares outstanding; change -0.01)
Holder of EWL.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 18440658 (value 1382680598; 0.03% of shares outstanding; change 0.01)
Holder of EWL.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 5372958 (value 402864408; 0.01% of shares outstanding; change 0.01)
Holder of EWL.DE: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-04-30: 4198618 (value 315232247; 0.01% of shares outstanding; change -0.01)
Holder of EWL.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 6955364 (value 522208741; 0.01% of shares outstanding; change 0.03)
Holder of EWL.DE: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-04-30: 14158652 (value 1061615774; 0.02% of shares outstanding; change -0.05)
Holder of EWL.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 7505953 (value 563546964; 0.01% of shares outstanding; change 0.01)
Holder of EWL.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 7426109 (value 556809677; 0.01% of shares outstanding; change 0.00)
Holder of EWL.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 7645621 (value 573268688; 0.01% of shares outstanding; change 0.02)
Holder of EWL.DE: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-06-30: 4082251 (value 306087193; 0.01% of shares outstanding; change 0.01)
Holder of EWL.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 6959369 (value 521813510; 0.01% of shares outstanding; change -0.01)
Holder of EWTX: MUTUAL FUND SERIES TRUST-Eventide Healthcare & Life Sciences Fund
Shares held as of 2025-12-31: 568310 (value 20226152; 0.01% of shares outstanding; change 0.00)
Holder of EWTX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 795795 (value 27184357; 0.01% of shares outstanding; change 0.02)
Holder of EWTX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2831696 (value 96730734; 0.03% of shares outstanding; change 0.00)
Holder of EWTX: -Victory Pioneer Select Mid Cap Growth Fund
Shares held as of 2026-02-28: 726928 (value 29687739; 0.01% of shares outstanding; change 0.09)
Holder of EWTX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 661032 (value 24127668; 0.01% of shares outstanding; change 0.01)
Holder of EWTX: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-03-31: 856214 (value 31251811; 0.01% of shares outstanding; change -0.02)
Holder of EWTX: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 795825 (value 28323411; 0.01% of shares outstanding; change 0.02)
Holder of EWTX: JANUS INVESTMENT FUND-Janus Henderson Global Life Sciences Fund
Shares held as of 2026-03-31: 659507 (value 26934265; 0.01% of shares outstanding; change 0.07)
Holder of EWTX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 826170 (value 33740782; 0.01% of shares outstanding; change 0.04)
Holder of EWTX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2864296 (value 116977849; 0.03% of shares outstanding; change 0.01)
Holder of EWTX: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 572192 (value 19546078; 0.01% of shares outstanding; change 0.00)
Holder of EWTX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1650589 (value 56384119; 0.02% of shares outstanding; change 0.01)
Holder of EWTX: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-04-30: 856214 (value 34967779; 0.01% of shares outstanding; change 0.00)
Holder of EWTX: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 1700000 (value 62050000; 0.02% of shares outstanding; change 1.00)
Holder of EWTX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 667777 (value 27272012; 0.01% of shares outstanding; change 0.01)
Holder of EWTX: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-04-30: 699425 (value 25529012; 0.01% of shares outstanding; change -0.12)
Holder of EWTX: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 568903 (value 22272553; 0.01% of shares outstanding; change -0.01)
Holder of EWTX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1586030 (value 62093076; 0.01% of shares outstanding; change -0.04)
Holder of EWTX: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 1940531 (value 79251286; 0.02% of shares outstanding; change 0.14)
Holder of EWTX: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 699425 (value 28564517; 0.01% of shares outstanding; change 0.00)
Holder of EWTX: JANUS INVESTMENT FUND-Janus Henderson Global Life Sciences Fund
Shares held as of 2026-05-31: 683892 (value 26774372; 0.01% of shares outstanding; change 0.04)
Holder of EWTX: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 569076 (value 23241063; 0.01% of shares outstanding; change 0.00)
Holder of EWTX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1617044 (value 66040077; 0.02% of shares outstanding; change 0.02)
Holder of EXC: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 25475175 (value 1162686971; 0.03% of shares outstanding; change 0.02)
Holder of EXC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 31702250 (value 1446890670; 0.03% of shares outstanding; change 0.00)
Holder of EXC: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 13063112 (value 596200423; 0.01% of shares outstanding; change 0.02)
Holder of EXC: Income Fund of America
Shares held as of 2026-03-31: 36717510 (value 1686802358; 0.04% of shares outstanding; change 0.65)
Holder of EXC: LAZARD FUNDS INC-Lazard Global Listed Infrastructure Portfolio
Shares held as of 2026-03-31: 11396586 (value 541679718; 0.01% of shares outstanding; change -0.02)
Holder of EXC: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 25997149 (value 1235644460; 0.03% of shares outstanding; change 0.02)
Holder of EXC: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 21802264 (value 1036261581; 0.02% of shares outstanding; change -0.01)
Holder of EXC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 32062984 (value 1523953590; 0.03% of shares outstanding; change 0.01)
Holder of EXC: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 13108283 (value 602194503; 0.01% of shares outstanding; change 0.00)
Holder of EXC: Income Fund of America
Shares held as of 2026-04-30: 39057324 (value 1856394562; 0.04% of shares outstanding; change 0.06)
Holder of EXC: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 21893391 (value 1011693578; 0.02% of shares outstanding; change 0.02)
Holder of EXC: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-04-30: 16993258 (value 785258436; 0.02% of shares outstanding; change -0.03)
Holder of EXC: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 12222436 (value 564798756; 0.01% of shares outstanding; change 0.03)
Holder of EXC: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-04-30: 11738179 (value 548935933; 0.01% of shares outstanding; change 0.14)
Holder of EXC: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 13230686 (value 612051512; 0.01% of shares outstanding; change 0.01)
Holder of EXC: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 13089986 (value 622167018; 0.01% of shares outstanding; change 0.00)
Holder of EXC: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 22218737 (value 1027838736; 0.02% of shares outstanding; change 0.01)
Holder of EXC: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-05-31: 16644840 (value 778395932; 0.02% of shares outstanding; change -0.02)
Holder of EXC: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 12342031 (value 577175072; 0.01% of shares outstanding; change 0.01)
Holder of EXC: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 13476650 (value 640545158; 0.01% of shares outstanding; change 0.02)
Holder of EXC: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 21719832 (value 1032343588; 0.02% of shares outstanding; change -0.02)
Holder of EXC: SELECT SECTOR SPDR TRUST-State Street Utilities Select Sector SPDR ETF
Shares held as of 2026-06-30: 16716883 (value 794553428; 0.02% of shares outstanding; change 0.00)
Holder of EXC: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 12366681 (value 587788332; 0.01% of shares outstanding; change 0.00)
Holder of EXE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 6006077 (value 558445059; 0.03% of shares outstanding; change 0.02)
Holder of EXE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 5134167 (value 477374864; 0.02% of shares outstanding; change -0.04)
Holder of EXE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 7131780 (value 663112928; 0.03% of shares outstanding; change 0.00)
Holder of EXE: Capital Group Dividend Value ETF
Shares held as of 2026-02-28: 3249326 (value 286363091; 0.01% of shares outstanding; change 0.39)
Holder of EXE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 3041614 (value 282809279; 0.01% of shares outstanding; change 0.00)
Holder of EXE: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 3492045 (value 301241259; 0.01% of shares outstanding; change -0.56)
Holder of EXE: Income Fund of America
Shares held as of 2026-03-31: 6000000 (value 530640014; 0.03% of shares outstanding; change 0.20)
Holder of EXE: Investment Co of America
Shares held as of 2026-03-31: 3492045 (value 307753916; 0.01% of shares outstanding; change -0.56)
Holder of EXE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 6052181 (value 553895584; 0.03% of shares outstanding; change 0.01)
Holder of EXE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 5543054 (value 507300283; 0.02% of shares outstanding; change 0.08)
Holder of EXE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7634416 (value 698701726; 0.03% of shares outstanding; change 0.07)
Holder of EXE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 3052123 (value 269929765; 0.01% of shares outstanding; change 0.00)
Holder of EXE: Income Fund of America
Shares held as of 2026-04-30: 6000000 (value 549119979; 0.03% of shares outstanding; change 0.00)
Holder of EXE: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-04-30: 5397012 (value 479146718; 0.02% of shares outstanding; change -0.02)
Holder of EXE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 2850873 (value 253100501; 0.01% of shares outstanding; change 0.03)
Holder of EXE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 3080629 (value 275931938; 0.01% of shares outstanding; change 0.01)
Holder of EXE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 3047870 (value 278941052; 0.01% of shares outstanding; change 0.00)
Holder of EXE: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-05-31: 5279589 (value 455443741; 0.02% of shares outstanding; change -0.02)
Holder of EXE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 2878601 (value 248322513; 0.01% of shares outstanding; change 0.01)
Holder of EXE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 3137897 (value 287180322; 0.01% of shares outstanding; change 0.02)
Holder of EXE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 2055639 (value 188132074; 0.01% of shares outstanding; change 0.33)
Holder of EXE: Investment Co of America
Shares held as of 2026-06-30: 3281982 (value 300366981; 0.01% of shares outstanding; change -0.06)
Holder of EXE: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-06-30: 5936551 (value 543313127; 0.02% of shares outstanding; change 0.12)
Holder of EXE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 2893630 (value 264825007; 0.01% of shares outstanding; change 0.01)
Holder of EXEL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2888654 (value 145819252; 0.01% of shares outstanding; change 0.00)
Holder of EXEL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 3260742 (value 164602254; 0.01% of shares outstanding; change -0.04)
Holder of EXEL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 5780039 (value 291776366; 0.02% of shares outstanding; change -0.05)
Holder of EXEL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 8058724 (value 406804383; 0.03% of shares outstanding; change 0.00)
Holder of EXEL: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 7048116 (value 374466410; 0.03% of shares outstanding; change 0.04)
Holder of EXEL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2899280 (value 160533130; 0.01% of shares outstanding; change 0.00)
Holder of EXEL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 3185081 (value 176357931; 0.01% of shares outstanding; change -0.02)
Holder of EXEL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 5688770 (value 314987188; 0.02% of shares outstanding; change -0.02)
Holder of EXEL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7857216 (value 435054041; 0.03% of shares outstanding; change -0.03)
Holder of EXEL: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-03-31: 1871326 (value 94464535; 0.01% of shares outstanding; change -0.04)
Holder of EXEL: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 7090116 (value 392579715; 0.03% of shares outstanding; change 0.01)
Holder of EXEL: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF
Shares held as of 2026-04-30: 2487778 (value 132175647; 0.01% of shares outstanding; change -0.01)
Holder of EXEL: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 1964837 (value 104391791; 0.01% of shares outstanding; change 0.00)
Holder of EXEL: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 2268518 (value 116488395; 0.01% of shares outstanding; change 0.12)
Holder of EXEL: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 1861184 (value 100429486; 0.01% of shares outstanding; change -0.01)
Holder of EXEL: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 8767429 (value 450207465; 0.03% of shares outstanding; change 0.02)
Holder of EXEL: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF
Shares held as of 2026-05-31: 2480568 (value 138713358; 0.01% of shares outstanding; change 0.00)
Holder of EXEL: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 1945653 (value 110240698; 0.01% of shares outstanding; change -0.01)
Holder of EXEL: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 2246142 (value 127266405; 0.01% of shares outstanding; change -0.01)
Holder of EXEL: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 1851875 (value 102538316; 0.01% of shares outstanding; change -0.01)
Holder of EXEL: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 8810497 (value 487837209; 0.04% of shares outstanding; change 0.00)
Holder of EXEL: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Quality ETF
Shares held as of 2026-06-30: 2801833 (value 155137490; 0.01% of shares outstanding; change 0.13)
Holder of EXEL: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 1933954 (value 107083030; 0.01% of shares outstanding; change -0.01)
Holder of EXEL: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 1886818 (value 104473110; 0.01% of shares outstanding; change -0.16)
Holder of EXFY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 612728 (value 716891; 0.01% of shares outstanding; change 0.11)
Holder of EXFY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1664862 (value 1947888; 0.02% of shares outstanding; change 0.00)
Holder of EXFY: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 1346614 (value 2208446; 0.02% of shares outstanding; change 0.03)
Holder of EXFY: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 590688 (value 968728; 0.01% of shares outstanding; change 0.00)
Holder of EXFY: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 264859 (value 455557; 0.00% of shares outstanding; change 0.01)
Holder of EXFY: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 296275 (value 509593; 0.00% of shares outstanding; change 0.02)
Holder of EXFY: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1609588 (value 2768491; 0.02% of shares outstanding; change 0.02)
Holder of EXFY: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 258601 (value 297391; 0.00% of shares outstanding; change 0.00)
Holder of EXFY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 612728 (value 1053892; 0.01% of shares outstanding; change 0.00)
Holder of EXFY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1664862 (value 2863562; 0.02% of shares outstanding; change 0.00)
Holder of EXFY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1440676 (value 1685590; 0.02% of shares outstanding; change 0.02)
Holder of EXFY: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 257660 (value 453481; 0.00% of shares outstanding; change 0.00)
Holder of EXFY: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 589091 (value 1013236; 0.01% of shares outstanding; change 0.00)
Holder of EXFY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1384380 (value 2436508; 0.02% of shares outstanding; change -0.04)
Holder of EXFY: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 262306 (value 461658; 0.00% of shares outstanding; change 0.00)
Holder of EXFY: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 230105 (value 404984; 0.00% of shares outstanding; change -0.01)
Holder of EXFY: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 257660 (value 443175; 0.00% of shares outstanding; change 0.00)
Holder of EXFY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1397524 (value 2403741; 0.02% of shares outstanding; change 0.01)
Holder of EXFY: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 259602 (value 446515; 0.00% of shares outstanding; change -0.01)
Holder of EXFY: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 232052 (value 399129; 0.00% of shares outstanding; change 0.01)
Holder of EXG: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 964977 (value 9225180; 0.00% of shares outstanding; change 0.00)
Holder of EXG: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 141 (value 1315; 0.00% of shares outstanding; change 2.07)
Holder of EXG: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 141 (value 1347; 0.00% of shares outstanding; change 2.07)
Holder of EXG: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 317 (value 3030; 0.00% of shares outstanding; change 2.64)
Holder of EXG: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2025-12-31: 12368 (value 118238; 0.00% of shares outstanding; change 0.00)
Holder of EXG: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2025-12-31: 7811 (value 74673; 0.00% of shares outstanding; change 0.00)
Holder of EXG: Thrivent Series Fund, Inc.-Thrivent Dynamic Allocation Portfolio
Shares held as of 2025-12-31: 3089 (value 29530; 0.00% of shares outstanding; change 0.00)
Holder of EXG: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2025-12-31: 6064 (value 57971; 0.00% of shares outstanding; change 0.00)
Holder of EXG: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-01-31: 3191 (value 30474; 0.00% of shares outstanding; change 0.00)
Holder of EXG: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-01-31: 24847 (value 241761; 0.00% of shares outstanding; change 0.00)
Holder of EXG: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 1049977 (value 9974781; 0.00% of shares outstanding; change 0.09)
Holder of EXG: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 92 (value 874; 0.00% of shares outstanding; change -0.35)
Holder of EXG: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 248 (value 2356; 0.00% of shares outstanding; change -0.22)
Holder of EXG: Thrivent Mutual Funds-Thrivent Conservative Allocation Fund
Shares held as of 2026-03-31: 12368 (value 117496; 0.00% of shares outstanding; change 0.00)
Holder of EXG: Thrivent Series Fund, Inc.-Thrivent Conservative Allocation Portfolio
Shares held as of 2026-03-31: 7811 (value 74204; 0.00% of shares outstanding; change 0.00)
Holder of EXG: Thrivent Series Fund, Inc.-Thrivent Dynamic Allocation Portfolio
Shares held as of 2026-03-31: 3089 (value 29345; 0.00% of shares outstanding; change 0.00)
Holder of EXG: Thrivent Series Fund, Inc.-Thrivent Multisector Bond Portfolio
Shares held as of 2026-03-31: 6064 (value 57608; 0.00% of shares outstanding; change 0.00)
Holder of EXG: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 3768478 (value 36139704; 0.01% of shares outstanding; change 0.06)
Holder of EXG: Thrivent Mutual Funds-Thrivent Dynamic Allocation Fund
Shares held as of 2026-04-30: 4315 (value 40992; 0.00% of shares outstanding; change 0.35)
Holder of EXG: Thrivent Mutual Funds-Thrivent Multisector Bond Fund
Shares held as of 2026-04-30: 31547 (value 299696; 0.00% of shares outstanding; change 0.27)
Holder of EXG: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 3666194 (value 35305448; 0.01% of shares outstanding; change -0.03)
Holder of EXG: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 3658121 (value 34752149; 0.01% of shares outstanding; change 0.00)
Holder of EXK: -Sprott Silver Miners & Physical Silver ETF
Shares held as of 2025-12-31: 3825696 (value 38142190; 0.01% of shares outstanding; change -0.10)
Holder of EXK: SPROTT FUNDS TRUST-Sprott Junior Gold Miners ETF
Shares held as of 2025-12-31: 1684413 (value 16793598; 0.01% of shares outstanding; change 0.01)
Holder of EXK: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1776028 (value 14208224; 0.01% of shares outstanding; change 0.91)
Holder of EXK: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2731199 (value 23351751; 0.01% of shares outstanding; change 0.85)
Holder of EXK: -Sprott Silver Miners & Physical Silver ETF
Shares held as of 2026-03-31: 4148482 (value 32441129; 0.01% of shares outstanding; change 0.08)
Holder of EXK: American Century Quantitative Equity Funds, Inc.-GLOBAL GOLD FUND
Shares held as of 2026-03-31: 1239200 (value 10595160; 0.00% of shares outstanding; change 0.00)
Holder of EXK: Amplify ETF Trust-Amplify Junior Silver Miners ETF
Shares held as of 2026-03-31: 17775953 (value 139007955; 0.06% of shares outstanding; change -0.02)
Holder of EXK: SPROTT FUNDS TRUST-Sprott Junior Gold Miners ETF
Shares held as of 2026-03-31: 1294142 (value 10120190; 0.00% of shares outstanding; change -0.23)
Holder of EXK: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2841903 (value 22223681; 0.01% of shares outstanding; change 0.60)
Holder of EXK: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 1449343 (value 11333862; 0.00% of shares outstanding; change 1.00)
Holder of EXK: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-04-30: 9298652 (value 79875422; 0.03% of shares outstanding; change 0.01)
Holder of EXK: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 4288966 (value 33539714; 0.01% of shares outstanding; change 0.57)
Holder of EXK: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-04-30: 12761915 (value 102095320; 0.04% of shares outstanding; change 0.00)
Holder of EXK: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 7172122 (value 57376976; 0.02% of shares outstanding; change -0.02)
Holder of EXK: iShares, Inc.-iShares MSCI Global Silver and Metals Miners ETF
Shares held as of 2026-04-30: 4099414 (value 34189113; 0.01% of shares outstanding; change -0.04)
Holder of EXK: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-05-31: 9094391 (value 67389435; 0.03% of shares outstanding; change -0.05)
Holder of EXK: VanEck ETF Trust-VanEck Gold Miners ETF
Shares held as of 2026-05-31: 12602443 (value 98551106; 0.04% of shares outstanding; change -0.01)
Holder of EXK: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 7018736 (value 57063027; 0.02% of shares outstanding; change -0.02)
Holder of EXK: iShares, Inc.-iShares MSCI Global Silver and Metals Miners ETF
Shares held as of 2026-05-31: 4130120 (value 32297539; 0.01% of shares outstanding; change 0.01)
Holder of EXK: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-06-30: 8868104 (value 69348574; 0.03% of shares outstanding; change -0.02)
Holder of EXK: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 6369378 (value 49808537; 0.02% of shares outstanding; change -0.09)
Holder of EXLS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1710917 (value 49667921; 0.01% of shares outstanding; change -0.01)
Holder of EXLS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1931788 (value 56079806; 0.01% of shares outstanding; change -0.05)
Holder of EXLS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3419273 (value 99261497; 0.02% of shares outstanding; change -0.06)
Holder of EXLS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4719478 (value 137006449; 0.03% of shares outstanding; change -0.03)
Holder of EXLS: JPMorgan Trust I-JPMorgan Emerging Markets Equity Fund
Shares held as of 2026-01-31: 1547340 (value 39627378; 0.01% of shares outstanding; change 0.19)
Holder of EXLS: AQR Funds-AQR Long-Short Equity Fund
Shares held as of 2026-03-31: 1354961 (value 37491770; 0.01% of shares outstanding; change 1.50)
Holder of EXLS: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 2052956 (value 59207251; 0.01% of shares outstanding; change 0.00)
Holder of EXLS: Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund
Shares held as of 2026-03-31: 2051700 (value 59560852; 0.01% of shares outstanding; change 0.00)
Holder of EXLS: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 3039858 (value 90192587; 0.02% of shares outstanding; change 3.99)
Holder of EXLS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1753882 (value 48529915; 0.01% of shares outstanding; change 0.03)
Holder of EXLS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1914577 (value 52976345; 0.01% of shares outstanding; change -0.01)
Holder of EXLS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3425429 (value 94781620; 0.02% of shares outstanding; change 0.00)
Holder of EXLS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4689037 (value 129745654; 0.03% of shares outstanding; change -0.01)
Holder of EXLS: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 2052956 (value 56805292; 0.01% of shares outstanding; change 0.00)
Holder of EXLS: Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund
Shares held as of 2026-04-30: 2003500 (value 51309636; 0.01% of shares outstanding; change -0.02)
Holder of EXLS: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 2492240 (value 63826267; 0.02% of shares outstanding; change -0.18)
Holder of EXLS: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 5308193 (value 135942825; 0.03% of shares outstanding; change 0.02)
Holder of EXLS: Fidelity Devonshire Trust-Fidelity Series Value Discovery Fund
Shares held as of 2026-05-31: 2371400 (value 65616638; 0.02% of shares outstanding; change 0.18)
Holder of EXLS: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 2798794 (value 77442630; 0.02% of shares outstanding; change 0.12)
Holder of EXLS: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 1177300 (value 32181494; 0.01% of shares outstanding; change -0.01)
Holder of EXLS: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 5331124 (value 147512201; 0.03% of shares outstanding; change 0.00)
Holder of EXLS: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 1175537 (value 32527108; 0.01% of shares outstanding; change 0.00)
Holder of EXN.V: OCM MUTUAL FUND
Shares held as of 2026-03-31: 3000000 (value 1222499; 0.02% of shares outstanding; change 0.00)
Holder of EXN.V: OCM MUTUAL FUND
Shares held as of 2026-05-31: 3000000 (value 915000; 0.02% of shares outstanding; change 0.00)
Holder of EXOD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 56994 (value 405797; 0.01% of shares outstanding; change 0.00)
Holder of EXOD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 165759 (value 1180204; 0.02% of shares outstanding; change 0.10)
Holder of EXOD: ALPS ETF TRUST-Barrons 400 ETF
Shares held as of 2026-02-28: 17156 (value 88696; 0.00% of shares outstanding; change 0.08)
Holder of EXOD: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 96383 (value 498300; 0.01% of shares outstanding; change 0.03)
Holder of EXOD: -Bitwise Bitcoin Standard Corporations ETF
Shares held as of 2026-03-31: 46373 (value 239748; 0.01% of shares outstanding; change 0.13)
Holder of EXOD: Amplify ETF Trust-Amplify Blockchain Technology ETF
Shares held as of 2026-03-31: 333686 (value 1725156; 0.04% of shares outstanding; change 0.03)
Holder of EXOD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 43534 (value 270346; 0.01% of shares outstanding; change 0.41)
Holder of EXOD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 63062 (value 326030; 0.01% of shares outstanding; change 0.11)
Holder of EXOD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 165759 (value 856974; 0.02% of shares outstanding; change 0.00)
Holder of EXOD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 43376 (value 225555; 0.01% of shares outstanding; change 0.00)
Holder of EXOD: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 11079 (value 67914; 0.00% of shares outstanding; change 0.00)
Holder of EXOD: GLOBAL X FUNDS-Global X Blockchain ETF
Shares held as of 2026-04-30: 67032 (value 404873; 0.01% of shares outstanding; change 0.21)
Holder of EXOD: Invesco Exch-Trd Fd. TRT II-Invesco Alerian Galaxy Crypto Economy ETF
Shares held as of 2026-04-30: 22768 (value 136152; 0.00% of shares outstanding; change 0.44)
Holder of EXOD: WisdomTree Trust-WisdomTree U.S. SmallCap Fund
Shares held as of 2026-04-30: 23323 (value 118014; 0.00% of shares outstanding; change 0.00)
Holder of EXOD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 34574 (value 178747; 0.00% of shares outstanding; change -0.20)
Holder of EXOD: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 11079 (value 57278; 0.00% of shares outstanding; change 0.00)
Holder of EXOD: GLOBAL X FUNDS-Global X Blockchain ETF
Shares held as of 2026-05-31: 120124 (value 607827; 0.02% of shares outstanding; change 0.79)
Holder of EXOD: GLOBAL X FUNDS-Global X Blockchain ETF
Shares held as of 2026-06-30: 107955 (value 558127; 0.01% of shares outstanding; change -0.10)
Holder of EXOD: WisdomTree Trust-WisdomTree U.S. SmallCap Fund
Shares held as of 2026-06-30: 22893 (value 118356; 0.00% of shares outstanding; change -0.02)
Holder of EXOZ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 21799 (value 214611; 0.00% of shares outstanding; change 0.29)
Holder of EXOZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 291 (value 2864; 0.00% of shares outstanding; change 1.00)
Holder of EXOZ: Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex
Shares held as of 2026-01-31: 99 (value 809; 0.00% of shares outstanding; change 0.03)
Holder of EXOZ: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 443 (value 2086; 0.00% of shares outstanding; change 0.00)
Holder of EXOZ: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 10349 (value 96659; 0.00% of shares outstanding; change -0.18)
Holder of EXOZ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 1997 (value 18651; 0.00% of shares outstanding; change 0.00)
Holder of EXOZ: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 2944 (value 27496; 0.00% of shares outstanding; change 0.00)
Holder of EXOZ: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 2018 (value 18848; 0.00% of shares outstanding; change 0.00)
Holder of EXOZ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 21799 (value 102673; 0.00% of shares outstanding; change 0.00)
Holder of EXOZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 391 (value 1841; 0.00% of shares outstanding; change 0.34)
Holder of EXOZ: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 6396 (value 59738; 0.00% of shares outstanding; change -0.01)
Holder of EXOZ: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 10311 (value 87643; 0.00% of shares outstanding; change 0.00)
Holder of EXOZ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 1997 (value 16974; 0.00% of shares outstanding; change 0.00)
Holder of EXOZ: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 2944 (value 25024; 0.00% of shares outstanding; change 0.00)
Holder of EXOZ: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 2018 (value 16507; 0.00% of shares outstanding; change 0.00)
Holder of EXOZ: Victory PORT.s III-Victory Extended Market Index Fd. (Formerly USAA Ex
Shares held as of 2026-04-30: 240 (value 1130; 0.00% of shares outstanding; change 1.42)
Holder of EXOZ: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 6438 (value 54723; 0.00% of shares outstanding; change 0.01)
Holder of EXOZ: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 10311 (value 48564; 0.00% of shares outstanding; change 0.00)
Holder of EXOZ: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 1997 (value 9405; 0.00% of shares outstanding; change 0.00)
Holder of EXOZ: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 2944 (value 13866; 0.00% of shares outstanding; change 0.00)