speb/financial-data huggingface dataset:
Holder of MLCO: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 631967 (value 3418941; 0.00% of shares outstanding; change 0.03)
Holder of MLEC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 91 (value 679; 0.00% of shares outstanding; change 0.00)
Holder of MLEC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 91 (value 727; 0.00% of shares outstanding; change 0.00)
Holder of MLEC: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 91 (value 654; 0.00% of shares outstanding; change 0.00)
Holder of MLGO: Wilshire Mutual Funds Inc-FT Wilshire 5000 Index Fund
Shares held as of 2025-12-31: 31 (value 186; 0.00% of shares outstanding; change 0.00)
Holder of MLGO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 7198 (value 33758; 0.00% of shares outstanding; change 0.00)
Holder of MLGO: Wilshire Mutual Funds Inc-Wilshire 5000 Index Fund
Shares held as of 2026-03-31: 31 (value 129; 0.00% of shares outstanding; change 0.00)
Holder of MLGO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 7198 (value 34838; 0.00% of shares outstanding; change 0.00)
Holder of MLGO: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-04-30: 9005 (value 44034; 0.00% of shares outstanding; change 0.00)
Holder of MLGO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 7198 (value 29979; 0.00% of shares outstanding; change 0.00)
Holder of MLGO: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Emerging Markets Small Ca
Shares held as of 2026-05-31: 9005 (value 37505; 0.00% of shares outstanding; change 0.00)
Holder of MLHL.L: Starboard Investment Trust-Matisse Discounted Closed-End Fund Strategy
Shares held as of 2026-03-31: 130000 (value 2096250; 0.01% of shares outstanding; change 0.45)
Holder of MLI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1195590 (value 153752881; 0.01% of shares outstanding; change 0.01)
Holder of MLI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 2519216 (value 323971192; 0.02% of shares outstanding; change 0.01)
Holder of MLI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1624289 (value 208883575; 0.01% of shares outstanding; change 0.02)
Holder of MLI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3465524 (value 445666407; 0.03% of shares outstanding; change 0.05)
Holder of MLI: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-03-31: 1006600 (value 133676483; 0.01% of shares outstanding; change 0.00)
Holder of MLI: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 2124000 (value 135744839; 0.01% of shares outstanding; change -0.10)
Holder of MLI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2477760 (value 158353641; 0.01% of shares outstanding; change 0.04)
Holder of MLI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 5117272 (value 327044852; 0.02% of shares outstanding; change 0.02)
Holder of MLI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 3258606 (value 208257508; 0.01% of shares outstanding; change 0.00)
Holder of MLI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7059816 (value 451192839; 0.03% of shares outstanding; change 0.02)
Holder of MLI: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-04-30: 2013200 (value 119040518; 0.02% of shares outstanding; change 0.00)
Holder of MLI: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-04-30: 1186415 (value 157555915; 0.01% of shares outstanding; change 1.00)
Holder of MLI: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-04-30: 3952008 (value 545732770; 0.04% of shares outstanding; change 0.01)
Holder of MLI: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-04-30: 1063745 (value 146892543; 0.01% of shares outstanding; change 0.08)
Holder of MLI: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 3749843 (value 515190927; 0.03% of shares outstanding; change 0.02)
Holder of MLI: ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund
Shares held as of 2026-05-31: 1925200 (value 123039531; 0.01% of shares outstanding; change -0.04)
Holder of MLI: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-05-31: 2442578 (value 156105159; 0.01% of shares outstanding; change 0.03)
Holder of MLI: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-05-31: 7994064 (value 472689012; 0.07% of shares outstanding; change 0.01)
Holder of MLI: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-05-31: 2226384 (value 131646088; 0.02% of shares outstanding; change 0.05)
Holder of MLI: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 7532234 (value 481385073; 0.03% of shares outstanding; change 0.00)
Holder of MLI: First TRT Exch-Trd Fd. VI-First TRT Rising Dividend Achievers ETF
Shares held as of 2026-06-30: 3843865 (value 245661411; 0.02% of shares outstanding; change -0.52)
Holder of MLI: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-06-30: 1691830 (value 108124855; 0.01% of shares outstanding; change 0.04)
Holder of MLKN: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2025-12-31: 2562647 (value 41463629; 0.04% of shares outstanding; change -0.07)
Holder of MLKN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1557060 (value 25193231; 0.02% of shares outstanding; change -0.03)
Holder of MLKN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1002492 (value 16220320; 0.01% of shares outstanding; change -0.03)
Holder of MLKN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2120477 (value 34309318; 0.03% of shares outstanding; change -0.02)
Holder of MLKN: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 1339155 (value 22096057; 0.02% of shares outstanding; change 0.00)
Holder of MLKN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 839125 (value 13845562; 0.01% of shares outstanding; change -0.05)
Holder of MLKN: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 804684 (value 17767422; 0.01% of shares outstanding; change 0.15)
Holder of MLKN: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-03-31: 2017700 (value 32646386; 0.03% of shares outstanding; change 0.22)
Holder of MLKN: UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd.
Shares held as of 2026-03-31: 2453047 (value 54163277; 0.04% of shares outstanding; change -0.04)
Holder of MLKN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1575039 (value 34776860; 0.02% of shares outstanding; change 0.01)
Holder of MLKN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1002354 (value 22131976; 0.01% of shares outstanding; change 0.00)
Holder of MLKN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2197967 (value 48531111; 0.03% of shares outstanding; change 0.04)
Holder of MLKN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1683518 (value 27239321; 0.02% of shares outstanding; change 0.00)
Holder of MLKN: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 1289536 (value 28137675; 0.02% of shares outstanding; change -0.04)
Holder of MLKN: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 1289536 (value 28472954; 0.02% of shares outstanding; change -0.04)
Holder of MLKN: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 937217 (value 20693751; 0.01% of shares outstanding; change 0.12)
Holder of MLKN: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-04-30: 1300384 (value 21456336; 0.02% of shares outstanding; change -0.36)
Holder of MLKN: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-04-30: 1576260 (value 34803820; 0.02% of shares outstanding; change 1.00)
Holder of MLKN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 4163725 (value 68701462; 0.06% of shares outstanding; change 0.02)
Holder of MLKN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1617688 (value 26691852; 0.02% of shares outstanding; change -0.04)
Holder of MLKN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 4139987 (value 91410912; 0.06% of shares outstanding; change -0.01)
Holder of MLKN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1648551 (value 36400005; 0.02% of shares outstanding; change 0.02)
Holder of MLM: -Victory Pioneer Fund
Shares held as of 2025-12-31: 729771 (value 424464015; 0.01% of shares outstanding; change 0.02)
Holder of MLM: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 1520273 (value 884251609; 0.03% of shares outstanding; change 0.02)
Holder of MLM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1891785 (value 1100337855; 0.03% of shares outstanding; change 0.00)
Holder of MLM: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-01-31: 1575044 (value 959390793; 0.03% of shares outstanding; change -0.02)
Holder of MLM: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 621279 (value 378433461; 0.01% of shares outstanding; change 0.00)
Holder of MLM: -Victory Pioneer Fund
Shares held as of 2026-03-31: 746528 (value 417757050; 0.01% of shares outstanding; change 0.02)
Holder of MLM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 770166 (value 447959363; 0.01% of shares outstanding; change 0.00)
Holder of MLM: Fidelity Magellan Fund
Shares held as of 2026-03-31: 790404 (value 459730594; 0.01% of shares outstanding; change -0.03)
Holder of MLM: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 1533069 (value 857905374; 0.03% of shares outstanding; change 0.01)
Holder of MLM: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 1302513 (value 728886243; 0.02% of shares outstanding; change -0.01)
Holder of MLM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1912835 (value 1070422419; 0.03% of shares outstanding; change 0.01)
Holder of MLM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 772828 (value 470744987; 0.01% of shares outstanding; change 0.00)
Holder of MLM: Fidelity Magellan Fund
Shares held as of 2026-04-30: 787004 (value 479379872; 0.01% of shares outstanding; change 0.00)
Holder of MLM: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-04-30: 1537753 (value 860526541; 0.03% of shares outstanding; change -0.02)
Holder of MLM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 722389 (value 417056853; 0.01% of shares outstanding; change 0.03)
Holder of MLM: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 621279 (value 360543743; 0.01% of shares outstanding; change 0.00)
Holder of MLM: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 780031 (value 475132478; 0.01% of shares outstanding; change 0.01)
Holder of MLM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 771751 (value 431871840; 0.01% of shares outstanding; change 0.00)
Holder of MLM: Fidelity Magellan Fund
Shares held as of 2026-05-31: 787004 (value 440407419; 0.01% of shares outstanding; change 0.00)
Holder of MLM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 729424 (value 423302991; 0.01% of shares outstanding; change 0.01)
Holder of MLM: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 794451 (value 444574760; 0.01% of shares outstanding; change 0.02)
Holder of MLM: SELECT SECTOR SPDR TRUST-State Street Materials Select Sector SPDR ETF
Shares held as of 2026-06-30: 644541 (value 360685127; 0.01% of shares outstanding; change 0.22)
Holder of MLM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 725819 (value 406168294; 0.01% of shares outstanding; change 0.00)
Holder of MLP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 78161 (value 1323265; 0.00% of shares outstanding; change 0.00)
Holder of MLP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 211340 (value 3577986; 0.01% of shares outstanding; change 0.00)
Holder of MLP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 27666 (value 510161; 0.00% of shares outstanding; change -0.37)
Holder of MLP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 74152 (value 1367362; 0.00% of shares outstanding; change -0.15)
Holder of MLP: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 32810 (value 605016; 0.00% of shares outstanding; change 0.00)
Holder of MLP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 66208 (value 1220875; 0.00% of shares outstanding; change 0.00)
Holder of MLP: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 33699 (value 578611; 0.00% of shares outstanding; change 0.01)
Holder of MLP: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 21108 (value 362424; 0.00% of shares outstanding; change 0.00)
Holder of MLP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 32174 (value 549531; 0.00% of shares outstanding; change -0.20)
Holder of MLP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 94521 (value 1622925; 0.00% of shares outstanding; change 0.21)
Holder of MLP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 221412 (value 3801644; 0.01% of shares outstanding; change 0.05)
Holder of MLP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 176010 (value 2979849; 0.01% of shares outstanding; change 0.01)
Holder of MLP: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 54528 (value 936245; 0.00% of shares outstanding; change -0.26)
Holder of MLP: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 32810 (value 563347; 0.00% of shares outstanding; change 0.00)
Holder of MLP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 33131 (value 610935; 0.00% of shares outstanding; change 0.03)
Holder of MLP: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 64227 (value 1102777; 0.00% of shares outstanding; change -0.03)
Holder of MLP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 169200 (value 3120048; 0.01% of shares outstanding; change -0.04)
Holder of MLP: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 53014 (value 977578; 0.00% of shares outstanding; change 0.00)
Holder of MLP: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 33131 (value 568859; 0.00% of shares outstanding; change 0.00)
Holder of MLP: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 170790 (value 2932464; 0.01% of shares outstanding; change 0.01)
Holder of MLP: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 52470 (value 900909; 0.00% of shares outstanding; change -0.01)
Holder of MLR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 122141 (value 5851775; 0.01% of shares outstanding; change -0.06)
Holder of MLR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 355421 (value 17028220; 0.03% of shares outstanding; change 0.00)
Holder of MLR: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-01-31: 140585 (value 6996915; 0.01% of shares outstanding; change -0.05)
Holder of MLR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 151940 (value 7562053; 0.01% of shares outstanding; change -0.01)
Holder of MLR: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 514525 (value 25607909; 0.05% of shares outstanding; change 0.00)
Holder of MLR: Fidelity Puritan Trust-Fidelity Series Intrinsic Opportunities Fund
Shares held as of 2026-02-28: 146400 (value 7286328; 0.01% of shares outstanding; change 0.00)
Holder of MLR: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 215200 (value 10217695; 0.02% of shares outstanding; change 1075.00)
Holder of MLR: HOTCHKIS & WILEY FUNDS/DE/-Hotchkis & Wiley Small Cap Value Fund
Shares held as of 2026-03-31: 142800 (value 7338491; 0.01% of shares outstanding; change -0.02)
Holder of MLR: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-03-31: 684341 (value 33970686; 0.06% of shares outstanding; change 0.00)
Holder of MLR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 127801 (value 6067991; 0.01% of shares outstanding; change 0.05)
Holder of MLR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 355421 (value 18265084; 0.03% of shares outstanding; change 0.00)
Holder of MLR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 268933 (value 12884579; 0.02% of shares outstanding; change 0.01)
Holder of MLR: AMERICAN BEACON FUNDS-American Beacon Small Cap Value Fund
Shares held as of 2026-04-30: 139985 (value 7193829; 0.01% of shares outstanding; change 0.00)
Holder of MLR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 155364 (value 7984155; 0.01% of shares outstanding; change 0.02)
Holder of MLR: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 512280 (value 26326068; 0.05% of shares outstanding; change 0.00)
Holder of MLR: Fidelity Puritan Trust-Fidelity Series Intrinsic Opportunities Fund
Shares held as of 2026-04-30: 146400 (value 7523495; 0.01% of shares outstanding; change 0.00)
Holder of MLR: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 215200 (value 10710504; 0.02% of shares outstanding; change 0.00)
Holder of MLR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 258491 (value 12865097; 0.02% of shares outstanding; change -0.04)
Holder of MLR: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 174857 (value 8702632; 0.02% of shares outstanding; change 0.70)
Holder of MLR: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 215200 (value 11059127; 0.02% of shares outstanding; change 0.00)
Holder of MLR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 260929 (value 13409141; 0.02% of shares outstanding; change 0.01)
Holder of MLR: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 242206 (value 12446966; 0.02% of shares outstanding; change 0.39)
Holder of MLR: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 684341 (value 35168283; 0.06% of shares outstanding; change 0.00)
Holder of MLSS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 524664 (value 203044; 0.01% of shares outstanding; change 0.00)
Holder of MLSS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1450746 (value 561438; 0.02% of shares outstanding; change 0.00)
Holder of MLSS: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2025-12-31: 37457 (value 14495; 0.00% of shares outstanding; change 0.00)
Holder of MLSS: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-01-31: 34400 (value 11355; 0.00% of shares outstanding; change 0.00)
Holder of MLSS: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 99500 (value 38824; 0.00% of shares outstanding; change 0.00)
Holder of MLSS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 331820 (value 137804; 0.00% of shares outstanding; change 0.00)
Holder of MLSS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 72271 (value 30014; 0.00% of shares outstanding; change 0.00)
Holder of MLSS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 101876 (value 42309; 0.00% of shares outstanding; change 0.00)
Holder of MLSS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 524664 (value 204723; 0.01% of shares outstanding; change 0.00)
Holder of MLSS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1450746 (value 566081; 0.02% of shares outstanding; change 0.00)
Holder of MLSS: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 11238 (value 4385; 0.00% of shares outstanding; change -0.70)
Holder of MLSS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 330613 (value 109135; 0.00% of shares outstanding; change 0.00)
Holder of MLSS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 72271 (value 23856; 0.00% of shares outstanding; change 0.00)
Holder of MLSS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 101876 (value 33629; 0.00% of shares outstanding; change 0.00)
Holder of MLSS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 330613 (value 129005; 0.00% of shares outstanding; change 0.00)
Holder of MLSS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 72271 (value 28200; 0.00% of shares outstanding; change 0.00)
Holder of MLSS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 101876 (value 39752; 0.00% of shares outstanding; change 0.00)
Holder of MLTX: College Retirement Equities Fd.-College Retirement Equities Fd. - Glob
Shares held as of 2025-12-31: 226850 (value 4350983; 0.00% of shares outstanding; change -0.01)
Holder of MLTX: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 375988 (value 7027215; 0.01% of shares outstanding; change -0.01)
Holder of MLTX: Delaware Group Equity Funds IV-Nomura Healthcare Fund
Shares held as of 2025-12-31: 80000 (value 1534400; 0.00% of shares outstanding; change 0.00)
Holder of MLTX: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2025-12-31: 742022 (value 13282193; 0.01% of shares outstanding; change 0.15)
Holder of MLTX: VANGUARD HORIZON FUNDS-Vanguard Strategic Small-Cap Equity Fund
Shares held as of 2025-12-31: 112379 (value 2155429; 0.00% of shares outstanding; change 1.00)
Holder of MLTX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 75847 (value 1680769; 0.00% of shares outstanding; change -0.47)
Holder of MLTX: ALPS ETF TRUST-ALPS Medical Breakthroughs ETF
Shares held as of 2026-02-28: 63143 (value 1200979; 0.00% of shares outstanding; change 1.22)
Holder of MLTX: VANGUARD WORLD FUND-Vanguard Health Care Index Fund
Shares held as of 2026-02-28: 95724 (value 1820670; 0.00% of shares outstanding; change -0.01)
Holder of MLTX: Delaware Group Equity Funds IV-Nomura Healthcare Fund
Shares held as of 2026-03-31: 80000 (value 1521600; 0.00% of shares outstanding; change 0.00)
Holder of MLTX: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-03-31: 143558 (value 2569688; 0.00% of shares outstanding; change 0.00)
Holder of MLTX: JNL Series Trust-JNL MULTI-MANAGER SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 109447 (value 2081681; 0.00% of shares outstanding; change 0.97)
Holder of MLTX: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2026-03-31: 887029 (value 16871291; 0.01% of shares outstanding; change 0.20)
Holder of MLTX: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-04-30: 143558 (value 3181245; 0.00% of shares outstanding; change 0.00)
Holder of MLTX: Invesco Exch-Trd Fd. TRT II-Invesco Dorsey Wright SmallCap Momentum ET
Shares held as of 2026-04-30: 80936 (value 1512693; 0.00% of shares outstanding; change 1.00)
Holder of MLTX: Victory Portfolios III-Victory Small Cap Stock Fund
Shares held as of 2026-04-30: 59698 (value 1135455; 0.00% of shares outstanding; change 0.15)
Holder of MLTX: iShares Trust-iShares ESG Aware MSCI USA Small-Cap ETF
Shares held as of 2026-04-30: 63916 (value 1416378; 0.00% of shares outstanding; change -0.01)
Holder of MLTX: Fidelity Select Portfolios-Select Biotechnology Portfolio
Shares held as of 2026-05-31: 143558 (value 2730473; 0.00% of shares outstanding; change 0.00)
Holder of MLTX: Invesco Exch-Trd Fd. TRT II-Invesco Dorsey Wright SmallCap Momentum ET
Shares held as of 2026-05-31: 80780 (value 1589750; 0.00% of shares outstanding; change 0.00)
Holder of MLTX: Invesco Exch-Trd Fd. TRT-Invesco Dorsey Wright Healthcare Momentum ETF
Shares held as of 2026-05-31: 57518 (value 1131954; 0.00% of shares outstanding; change -0.01)
Holder of MLTX: iShares Trust-iShares ESG Aware MSCI USA Small-Cap ETF
Shares held as of 2026-05-31: 69328 (value 1318618; 0.00% of shares outstanding; change 0.08)
Holder of MLTX: Invesco Exch-Trd Fd. TRT II-Invesco Dorsey Wright SmallCap Momentum ET
Shares held as of 2026-06-30: 80634 (value 1533658; 0.00% of shares outstanding; change 0.00)
Holder of MLTX: Invesco Exch-Trd Fd. TRT-Invesco Dorsey Wright Healthcare Momentum ETF
Shares held as of 2026-06-30: 56522 (value 1075048; 0.00% of shares outstanding; change -0.02)
Holder of MLX.AX: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 3849304 (value 5292793; 0.00% of shares outstanding; change 0.00)
Holder of MLX.AX: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 4145206 (value 5699658; 0.00% of shares outstanding; change 0.27)
Holder of MLX.AX: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Vector Eqy. PORT.
Shares held as of 2026-01-31: 1244738 (value 1711514; 0.00% of shares outstanding; change 0.00)
Holder of MLX.AX: DFA INVESTMENT TRUST CO-The Asia Pacific Small Company Series
Shares held as of 2026-01-31: 5072000 (value 6974000; 0.01% of shares outstanding; change 0.03)
Holder of MLX.AX: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-01-31: 3847577 (value 5290418; 0.00% of shares outstanding; change 0.00)
Holder of MLX.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1439464 (value 1979263; 0.00% of shares outstanding; change 1.00)
Holder of MLX.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 7485209 (value 10890979; 0.01% of shares outstanding; change 1.00)
Holder of MLX.AX: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 2102364 (value 3174569; 0.00% of shares outstanding; change 0.04)
Holder of MLX.AX: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 16286722 (value 24592950; 0.02% of shares outstanding; change 0.03)
Holder of MLX.AX: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 3849304 (value 5600737; 0.00% of shares outstanding; change 0.00)
Holder of MLX.AX: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 4145206 (value 6031274; 0.00% of shares outstanding; change 0.00)
Holder of MLX.AX: DFA INVESTMENT TRUST CO-The Asia Pacific Small Company Series
Shares held as of 2026-04-30: 5271559 (value 7670118; 0.01% of shares outstanding; change 0.04)
Holder of MLX.AX: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-04-30: 3847577 (value 5598224; 0.00% of shares outstanding; change 0.00)
Holder of MLX.AX: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-04-30: 998688 (value 1438110; 0.00% of shares outstanding; change 0.00)
Holder of MLX.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 2895315 (value 4212683; 0.00% of shares outstanding; change 7.01)
Holder of MLX.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 11145886 (value 16217264; 0.01% of shares outstanding; change 6.74)
Holder of MLX.AX: iShares Trust-iShares International Small-Cap Equity Factor ETF
Shares held as of 2026-04-30: 696553 (value 1097071; 0.00% of shares outstanding; change 0.03)
Holder of MLX.AX: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 2102364 (value 2890750; 0.00% of shares outstanding; change 0.00)
Holder of MLX.AX: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 17377514 (value 23894081; 0.02% of shares outstanding; change 0.07)
Holder of MLX.AX: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-05-31: 997680 (value 1371810; 0.00% of shares outstanding; change 0.00)
Holder of MLX.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 4141695 (value 6026166; 0.00% of shares outstanding; change 1.00)
Holder of MLX.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 3035011 (value 4415941; 0.00% of shares outstanding; change 1.00)
Holder of MLX.AX: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 17793303 (value 25889256; 0.02% of shares outstanding; change 0.02)
Holder of MLYS: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 528200 (value 12513058; 0.01% of shares outstanding; change 1.00)
Holder of MLYS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 597174 (value 18810981; 0.01% of shares outstanding; change 0.05)
Holder of MLYS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1565751 (value 49321156; 0.02% of shares outstanding; change 0.00)
Holder of MLYS: Franklin Strategic Series-FRANKLIN BIOTECHNOLOGY DISCOVERY FUND
Shares held as of 2026-01-31: 623239 (value 15811573; 0.01% of shares outstanding; change -0.03)
Holder of MLYS: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-01-31: 1215766 (value 30843984; 0.01% of shares outstanding; change 1.00)
Holder of MLYS: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-03-31: 679596 (value 17241351; 0.01% of shares outstanding; change -0.05)
Holder of MLYS: Fidelity Advisor Series VII-Fidelity Advisor Health Care Fund
Shares held as of 2026-03-31: 540000 (value 17010000; 0.01% of shares outstanding; change 0.00)
Holder of MLYS: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-03-31: 1000000 (value 31500000; 0.01% of shares outstanding; change 0.00)
Holder of MLYS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 615524 (value 16440645; 0.01% of shares outstanding; change 0.03)
Holder of MLYS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1774478 (value 47396305; 0.02% of shares outstanding; change 0.13)
Holder of MLYS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1168887 (value 36819940; 0.01% of shares outstanding; change 0.02)
Holder of MLYS: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-04-30: 679596 (value 18152008; 0.01% of shares outstanding; change 0.00)
Holder of MLYS: Fidelity Advisor Series VII-Fidelity Advisor Health Care Fund
Shares held as of 2026-04-30: 600000 (value 15222000; 0.01% of shares outstanding; change 0.11)
Holder of MLYS: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 630000 (value 15983100; 0.01% of shares outstanding; change 0.40)
Holder of MLYS: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-04-30: 1180000 (value 29936600; 0.01% of shares outstanding; change 0.18)
Holder of MLYS: Franklin Strategic Series-Franklin Biotechnology Discovery Fund
Shares held as of 2026-04-30: 567545 (value 15159126; 0.01% of shares outstanding; change -0.09)
Holder of MLYS: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 1982149 (value 48820328; 0.02% of shares outstanding; change 0.12)
Holder of MLYS: VANGUARD SPECIALIZED FUNDS-Vanguard Health Care Fund
Shares held as of 2026-04-30: 1858489 (value 49640239; 0.02% of shares outstanding; change 0.53)
Holder of MLYS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1123260 (value 28497107; 0.01% of shares outstanding; change -0.04)
Holder of MLYS: Fidelity Advisor Series VII-Fidelity Advisor Health Care Fund
Shares held as of 2026-05-31: 600000 (value 16025999; 0.01% of shares outstanding; change 0.00)
Holder of MLYS: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 630000 (value 16827299; 0.01% of shares outstanding; change 0.00)
Holder of MLYS: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-05-31: 1180000 (value 31517798; 0.01% of shares outstanding; change 0.00)
Holder of MLYS: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 1962691 (value 54464675; 0.02% of shares outstanding; change -0.01)
Holder of MLYS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1134197 (value 30294400; 0.01% of shares outstanding; change 0.01)
Holder of MLYS: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 2810368 (value 75064926; 0.03% of shares outstanding; change 0.43)
Holder of MMD: HC Capital Trust-The Intermediate Term Municipal Bond Portfolio
Shares held as of 2025-12-31: 87267 (value 1333439; 0.00% of shares outstanding; change 0.00)
Holder of MMD: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 87 (value 1329; 0.00% of shares outstanding; change -0.35)
Holder of MMD: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 87 (value 1329; 0.00% of shares outstanding; change -0.35)
Holder of MMD: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 196 (value 2994; 0.00% of shares outstanding; change -0.20)
Holder of MMD: Collaborative Investment Series TRT-RAREVIEW TAX ADVANTAGED INCOME ETF
Shares held as of 2026-03-31: 10767 (value 162043; 0.00% of shares outstanding; change 1.00)
Holder of MMD: HC Capital Trust-The Intermediate Term Municipal Bond Portfolio
Shares held as of 2026-03-31: 87267 (value 1313368; 0.00% of shares outstanding; change 0.00)
Holder of MMD: INVESTMENT MANAGERS SERIES TRUST-Robinson Tax Advantaged Income Fund
Shares held as of 2026-03-31: 417360 (value 6281268; 0.02% of shares outstanding; change 0.10)
Holder of MMED: Advanced Series Trust-AST SMALL-CAP EQUITY PORTFOLIO
Shares held as of 2026-03-31: 51298 (value 863345; 0.00% of shares outstanding; change 1.00)
Holder of MMED: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 170747 (value 2429729; 0.00% of shares outstanding; change 1.00)
Holder of MMED: Fidelity Select PORT.s-Select Medical Technology and Devices PORT.
Shares held as of 2026-03-31: 1280000 (value 15411199; 0.00% of shares outstanding; change 1.00)
Holder of MMED: JNL Series Trust-JNL/MFS MID CAP VALUE FUND
Shares held as of 2026-03-31: 503065 (value 8466583; 0.00% of shares outstanding; change 1.00)
Holder of MMED: LINCOLN Varbl INSURANCE Prod. TRT-LVIP Blended Mid Cap Mnged Volatilit
Shares held as of 2026-03-31: 18054 (value 217370; 0.00% of shares outstanding; change 1.00)
Holder of MMED: MFS SERIES TRUST XI-MFS Mid Cap Value Fund
Shares held as of 2026-03-31: 4328797 (value 72853653; 0.02% of shares outstanding; change 1.00)
Holder of MMED: MFS VARIABLE INSURANCE TRUST III-MFS Mid Cap Value Portfolio
Shares held as of 2026-03-31: 158399 (value 2665855; 0.00% of shares outstanding; change 1.00)
Holder of MMED: MFS VARIABLE INSURANCE TRUST-MFS Mid Cap Growth Series
Shares held as of 2026-03-31: 18155 (value 275229; 0.00% of shares outstanding; change 1.00)
Holder of MMED: RBB Fund, Inc.-Boston Partners Small Cap Value Fund II
Shares held as of 2026-03-31: 125497 (value 1853590; 0.00% of shares outstanding; change 1.00)
Holder of MMED: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-04-30: 75924 (value 1080398; 0.00% of shares outstanding; change 0.01)
Holder of MMED: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 170747 (value 2521933; 0.00% of shares outstanding; change 0.00)
Holder of MMED: Fidelity Select PORT.s-Select Medical Technology and Devices PORT.
Shares held as of 2026-04-30: 1280000 (value 18905600; 0.00% of shares outstanding; change 0.00)
Holder of MMED: First TRT Exch-Trd Fd.-First TRT US Eqy. Opportunities ETF
Shares held as of 2026-04-30: 99617 (value 1510193; 0.00% of shares outstanding; change 0.01)
Holder of MMED: RBB Fund, Inc.-Boston Partners Small Cap Value Fund II
Shares held as of 2026-04-30: 124505 (value 2095419; 0.00% of shares outstanding; change -0.01)
Holder of MMED: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-05-31: 76442 (value 1129048; 0.00% of shares outstanding; change 0.01)
Holder of MMED: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 170747 (value 2873671; 0.00% of shares outstanding; change 0.00)
Holder of MMED: Fidelity Select PORT.s-Select Medical Technology and Devices PORT.
Shares held as of 2026-05-31: 1280000 (value 21542399; 0.00% of shares outstanding; change 0.00)
Holder of MMED: First TRT Exch-Trd Fd.-First TRT US Eqy. Opportunities ETF
Shares held as of 2026-05-31: 102982 (value 1743485; 0.00% of shares outstanding; change 0.03)
Holder of MMED: Goldman Sachs ETF Trust-Goldman Sachs Innovate Equity ETF
Shares held as of 2026-05-31: 22488 (value 380721; 0.00% of shares outstanding; change 1.00)
Holder of MMED: -SSgA SPDR ETFS Europe I-State Street SPDR Russell 2000 US Small Cap U
Shares held as of 2026-06-30: 61968 (value 1042921; 0.00% of shares outstanding; change 1.00)
Holder of MMED: Fidelity Commonwealth Trust-Fidelity Nasdaq Composite Index ETF
Shares held as of 2026-06-30: 76960 (value 1295236; 0.00% of shares outstanding; change 0.01)
Holder of MMED: First TRT Exch-Trd Fd.-First TRT US Eqy. Opportunities ETF
Shares held as of 2026-06-30: 362103 (value 6094193; 0.00% of shares outstanding; change 2.52)
Holder of MMG.V: U.S. GLOBAL INVESTORS FUNDS-USGI World Precious Minerals Fund
Shares held as of 2026-03-31: 750000 (value 153749; 0.00% of shares outstanding; change -0.25)
Holder of MMI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 259421 (value 7326048; 0.01% of shares outstanding; change 0.04)
Holder of MMI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 530709 (value 14987222; 0.01% of shares outstanding; change -0.04)
Holder of MMI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 341711 (value 9649918; 0.01% of shares outstanding; change -0.04)
Holder of MMI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 767192 (value 21665501; 0.02% of shares outstanding; change 0.00)
Holder of MMI: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-01-31: 947417 (value 27778266; 0.03% of shares outstanding; change 0.01)
Holder of MMI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 236600 (value 6937111; 0.01% of shares outstanding; change 0.02)
Holder of MMI: TRIBUTARY CAPITAL MANAGEMENT, LLC-Small Company Fund
Shares held as of 2026-03-31: 454816 (value 13817309; 0.01% of shares outstanding; change 0.23)
Holder of MMI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 268825 (value 8166903; 0.01% of shares outstanding; change 0.04)
Holder of MMI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 527700 (value 16031525; 0.01% of shares outstanding; change -0.01)
Holder of MMI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 336922 (value 10235690; 0.01% of shares outstanding; change -0.01)
Holder of MMI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 767192 (value 23307292; 0.02% of shares outstanding; change 0.00)
Holder of MMI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 613716 (value 17331339; 0.02% of shares outstanding; change 0.02)
Holder of MMI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 237528 (value 7216100; 0.01% of shares outstanding; change 0.00)
Holder of MMI: VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund
Shares held as of 2026-04-30: 939503 (value 28542100; 0.02% of shares outstanding; change -0.01)
Holder of MMI: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1444136 (value 42342067; 0.04% of shares outstanding; change -0.03)
Holder of MMI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 589654 (value 17288655; 0.02% of shares outstanding; change -0.04)
Holder of MMI: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-04-30: 224893 (value 6593862; 0.01% of shares outstanding; change -0.03)
Holder of MMI: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1441742 (value 43800120; 0.04% of shares outstanding; change 0.00)
Holder of MMI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 595272 (value 18084362; 0.02% of shares outstanding; change 0.01)
Holder of MMI: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 229843 (value 6982630; 0.01% of shares outstanding; change 0.02)
Holder of MMLP: NexPoint Funds I-NexPoint Event Driven Fund
Shares held as of 2025-12-31: 408240 (value 992023; 0.01% of shares outstanding; change 0.00)
Holder of MMLP: AIM Investment Fd.s -Invesco SteelPath MLP Income Fd.
Shares held as of 2026-02-28: 7026434 (value 17214763; 0.18% of shares outstanding; change 0.00)
Holder of MMLP: AIM Investment Fd.s -Invesco SteelPath MLP Select 40 Fd.
Shares held as of 2026-02-28: 186311 (value 456461; 0.00% of shares outstanding; change 0.00)
Holder of MMLP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 26486 (value 69393; 0.00% of shares outstanding; change 0.00)
Holder of MMLP: NexPoint Funds I-NexPoint Event Driven Fund
Shares held as of 2026-03-31: 408240 (value 1000188; 0.01% of shares outstanding; change 0.00)
Holder of MMLP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 26486 (value 63301; 0.00% of shares outstanding; change 0.00)
Holder of MMLP: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-04-30: 100 (value 268; 0.00% of shares outstanding; change 0.00)
Holder of MMLP: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 26486 (value 64890; 0.00% of shares outstanding; change 0.00)
Holder of MMLP: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-05-31: 100 (value 243; 0.00% of shares outstanding; change 0.00)
Holder of MMLP: GLOBAL X FUNDS-Global X MLP ETF
Shares held as of 2026-06-30: 100 (value 245; 0.00% of shares outstanding; change 0.00)
Holder of MMM: JPMorgan Trust II-JPMorgan Equity Income Fund
Shares held as of 2025-12-31: 3530369 (value 540605422; 0.01% of shares outstanding; change 0.07)
Holder of MMM: JPMorgan Trust II-JPMorgan Large Cap Growth Fund
Shares held as of 2025-12-31: 8796638 (value 1347029219; 0.02% of shares outstanding; change -0.13)
Holder of MMM: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 13395580 (value 2051265230; 0.03% of shares outstanding; change 0.02)
Holder of MMM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 16693542 (value 2556282167; 0.03% of shares outstanding; change 0.00)
Holder of MMM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 6726359 (value 1030007386; 0.01% of shares outstanding; change -0.01)
Holder of MMM: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan Eqy. Premium Income ETF
Shares held as of 2026-03-31: 3755013 (value 648190325; 0.01% of shares outstanding; change 0.09)
Holder of MMM: JPMorgan Trust II-JPMorgan Large Cap Growth Fund
Shares held as of 2026-03-31: 9864661 (value 1702837733; 0.02% of shares outstanding; change 0.12)
Holder of MMM: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 13383862 (value 2310322193; 0.03% of shares outstanding; change 0.00)
Holder of MMM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 16724860 (value 2887045251; 0.03% of shares outstanding; change 0.00)
Holder of MMM: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 4871083 (value 840846323; 0.01% of shares outstanding; change 0.00)
Holder of MMM: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 5107615 (value 820283000; 0.01% of shares outstanding; change -0.25)
Holder of MMM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 6749576 (value 1083981946; 0.01% of shares outstanding; change 0.00)
Holder of MMM: SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones 
Shares held as of 2026-04-30: 5310732 (value 840795129; 0.01% of shares outstanding; change -0.04)
Holder of MMM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 6284049 (value 994890683; 0.01% of shares outstanding; change 0.03)
Holder of MMM: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-04-30: 5107615 (value 805113377; 0.01% of shares outstanding; change 0.00)
Holder of MMM: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 6812615 (value 1094106010; 0.01% of shares outstanding; change 0.01)
Holder of MMM: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 6740181 (value 1163490011; 0.01% of shares outstanding; change 0.00)
Holder of MMM: SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones 
Shares held as of 2026-05-31: 5393811 (value 850226454; 0.01% of shares outstanding; change 0.02)
Holder of MMM: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 6345555 (value 1000249865; 0.01% of shares outstanding; change 0.01)
Holder of MMM: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 6939099 (value 1197827235; 0.01% of shares outstanding; change 0.02)
Holder of MMM: SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones 
Shares held as of 2026-06-30: 5097433 (value 879918859; 0.01% of shares outstanding; change -0.05)