Small
TUCKER ASSET MANAGEMENT LLC
EINC
$484,071
100.00%
4,061
—
+2,247
+123.9%
Shares
2026-08-27
Mega
VAN ECK ASSOCIATES CORP
EINC
$64,991,771
13426.08%
551,666
—
Sold Out
Shares
2026-05-15
Large
Focus Partners Wealth
EINC
$10,177,841
2102.55%
86,392
—
Sold Out
Shares
2026-05-15
Mega
LPL Financial LLC
EINC
$7,917,421
1635.59%
67,205
—
Sold Out
Shares
2026-05-06
Micro
Copley Financial Group, Inc.
EINC
2
$5,243,604
1083.23%
44,509
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
Manager 1
42,630
$5,022,240
95.8%
Sole
Held directly
1,879
$221,364
4.2%
Sole
Large
Wealthfront Advisers LLC
EINC
$1,670,781
345.15%
14,182
—
Sold Out
Shares
2026-05-05
Mega
RAYMOND JAMES FINANCIAL INC
EINC
2
$1,495,597
308.96%
12,695
—
Sold Out
Shares
2026-05-14
This filing is a combination report: the position is filed across the managers below.
Mega
TWO SIGMA INVESTMENTS, LP
EINC
$907,137
187.40%
7,700
—
Sold Out
Shares
2026-05-15
Micro
Cornerstone Planning Group LLC
EINC
$874,032
180.56%
7,419
—
Sold Out
Shares
2026-05-06
Micro
Ascent Advisors, LLC
EINC
$841,870
173.91%
7,146
—
Sold Out
Shares
2026-04-29
Mega
MORGAN STANLEY
EINC
1
$737,372
152.33%
6,259
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
MORGAN STANLEY SMITH BARNEY LLC
6,259
$737,372
100.0%
Defined
Small
GeoWealth Management, LLC
EINC
$714,635
147.63%
6,066
—
Sold Out
Shares
2026-05-13
Mega
JANE STREET GROUP, LLC
EINC
1
$614,496
126.94%
5,216
—
Sold Out
Shares
2026-05-12
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
Jane Street Capital, LLC
5,216
$614,496
100.0%
Defined
Small
Castleview Partners, LLC
EINC
$444,614
91.85%
3,774
—
Sold Out
Shares
2026-05-01
Large
EP Wealth Advisors, LLC
EINC
$356,375
73.62%
3,025
—
Sold Out
Shares
2026-05-14
Large
Rockefeller Capital Management L.P.
EINC
1
$315,141
65.10%
2,675
—
Sold Out
Shares
2026-05-14
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
ROCKEFELLER FINANCIAL LLC
2,675
$315,141
100.0%
Defined
Mid
Apollon Wealth Management, LLC
EINC
$300,062
61.99%
2,547
—
Sold Out
Shares
2026-04-22
Large
Cetera Investment Advisers
EINC
$228,904
47.29%
1,943
—
Sold Out
Shares
2026-05-13
Large
COMMONWEALTH EQUITY SERVICES, LLC
EINC
$212,764
43.95%
1,806
—
Sold Out
Shares
2026-04-27
Large
OSAIC HOLDINGS, INC.
EINC
1
$110,623
22.85%
939
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
OSAIC WEALTH, INC.
939
$110,623
100.0%
Defined
Large
CWM, LLC
EINC
$45,710
9.44%
388
—
Sold Out
Shares
2026-05-14
Small
Medallion Wealth Advisors, LLC
EINC
$32,161
6.64%
273
—
Sold Out
Shares
2026-04-24
Small
NBC SECURITIES, INC.
Broker-Dealer
EINC
$23,326
4.82%
198
—
Sold Out
Shares
2026-04-14
Mega
ROYAL BANK OF CANADA
Bank
EINC
1
$11,781
2.43%
100
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
RBC Dominion Securities Inc.
100
$11,781
100.0%
Defined
Mid
Arax Advisory Partners
EINC
$10,367
2.14%
88
—
Sold Out
Shares
2026-05-13
Small
Founders Financial Alliance, LLC
EINC
$9,660
2.00%
82
—
Sold Out
Shares
2026-05-11
Mid
Anchor Investment Management, LLC
EINC
$8,835
1.83%
75
—
Sold Out
Shares
2026-05-01
Mid
Strategic Wealth Partners, Ltd.
EINC
$7,304
1.51%
62
—
Sold Out
Shares
2026-05-12
Large
BLAIR WILLIAM & CO/IL
EINC
$4,476
0.92%
38
—
Sold Out
Shares
2026-05-08
Mid
Allworth Financial LP
EINC
$3,298
0.68%
28
—
Sold Out
Shares
2026-05-15
Small
Golden State Wealth Management, LLC
EINC
$2,709
0.56%
23
—
Sold Out
Shares
2026-04-28
Small
CVA Family Office, LLC
Family Office
EINC
$2,709
0.56%
23
—
Sold Out
Shares
2026-04-29
Mega
FMR LLC
EINC
1
$1,767
0.37%
15
—
Sold Out
Shares
2026-05-15
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
STRATEGIC ADVISERS LLC
15
$1,767
100.0%
Defined
Small
CBIZ Investment Advisory Services, LLC
EINC
$1,531
0.32%
13
—
Sold Out
Shares
2026-05-12
Mega
WELLS FARGO & COMPANY/MN
EINC
1
$117
0.02%
1
—
Sold Out
Shares
2026-05-11
This filing is a combination report: the position is filed across the managers below.
Manager
Shares
Value (USD)
% of position
Discretion
WELLS FARGO CLEARING SERVICES, LLC
1
$117
100.0%
Defined
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