speb/financial-data huggingface dataset:
Holder of MTRN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 506049 (value 111351018; 0.02% of shares outstanding; change 0.00)
Holder of MTRN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 415778 (value 91782993; 0.02% of shares outstanding; change -0.09)
Holder of MTRN: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-04-30: 242795 (value 58518451; 0.01% of shares outstanding; change 0.00)
Holder of MTRN: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-04-30: 245165 (value 60619496; 0.01% of shares outstanding; change 0.03)
Holder of MTRN: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-04-30: 571721 (value 141363731; 0.03% of shares outstanding; change 0.10)
Holder of MTRN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1270380 (value 349329106; 0.06% of shares outstanding; change 0.02)
Holder of MTRN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 488516 (value 135651119; 0.02% of shares outstanding; change -0.03)
Holder of MTRN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 364636 (value 101252121; 0.02% of shares outstanding; change -0.12)
Holder of MTRN: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-05-31: 250573 (value 61420452; 0.01% of shares outstanding; change 0.02)
Holder of MTRN: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-05-31: 540857 (value 140311820; 0.03% of shares outstanding; change -0.05)
Holder of MTRN: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1256929 (value 302945032; 0.06% of shares outstanding; change -0.01)
Holder of MTRN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 495615 (value 119453129; 0.02% of shares outstanding; change 0.01)
Holder of MTRN: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 235797 (value 56831793; 0.01% of shares outstanding; change -0.35)
Holder of MTRN: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-06-30: 260228 (value 62720153; 0.01% of shares outstanding; change 0.04)
Holder of MTRN: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-06-30: 620441 (value 149538692; 0.03% of shares outstanding; change 0.15)
Holder of MTRO.L: DAVIS NEW YORK VENTURE FUND INC-Davis Global Fund
Shares held as of 2026-01-31: 4529290 (value 749144538; 0.01% of shares outstanding; change 0.00)
Holder of MTRO.L: DAVIS NEW YORK VENTURE FUND INC-Davis International Fund
Shares held as of 2026-01-31: 2379638 (value 393592110; 0.00% of shares outstanding; change 0.32)
Holder of MTRO.L: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-01-31: 879482 (value 145466317; 0.00% of shares outstanding; change 0.12)
Holder of MTRO.L: Fidelity Investment TRT-Fidelity Intl Small Cap Opportunities Fd.
Shares held as of 2026-02-28: 3518201 (value 581910423; 0.01% of shares outstanding; change 1.14)
Holder of MTRO.L: Fidelity Investment Trust-Fidelity International Small Cap Fund
Shares held as of 2026-02-28: 8803439 (value 1456088756; 0.01% of shares outstanding; change 2.62)
Holder of MTRO.L: Fidelity Investment Trust-Fidelity Series International Small Cap Fund
Shares held as of 2026-02-28: 8100771 (value 1339867473; 0.01% of shares outstanding; change 1.09)
Holder of MTRO.L: DAVIS SERIES INC-Davis Financial Fund
Shares held as of 2026-03-31: 3420765 (value 613001077; 0.01% of shares outstanding; change 0.00)
Holder of MTRO.L: DAVIS NEW YORK VENTURE FUND INC-Davis International Fund
Shares held as of 2026-04-30: 2379638 (value 426431122; 0.00% of shares outstanding; change 0.00)
Holder of MTRO.L: DFA INVESTMENT TRUST CO-The United Kingdom Small Company Series
Shares held as of 2026-04-30: 1156092 (value 207171682; 0.00% of shares outstanding; change 0.31)
Holder of MTRO.L: Davis Fundamental ETF Trust-Davis Select Financial ETF
Shares held as of 2026-04-30: 1071866 (value 186504684; 0.00% of shares outstanding; change 0.02)
Holder of MTRO.L: Davis Fundamental ETF Trust-Davis Select International ETF
Shares held as of 2026-04-30: 1380809 (value 240260766; 0.00% of shares outstanding; change 0.00)
Holder of MTRO.L: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 880575 (value 157799037; 0.00% of shares outstanding; change 0.05)
Holder of MTRO.L: Fidelity Investment TRT-Fidelity Intl Small Cap Opportunities Fd.
Shares held as of 2026-04-30: 4551130 (value 815562482; 0.01% of shares outstanding; change 0.29)
Holder of MTRO.L: Fidelity Investment Trust-Fidelity International Small Cap Fund
Shares held as of 2026-04-30: 10000000 (value 1791999969; 0.01% of shares outstanding; change 0.14)
Holder of MTRO.L: Fidelity Investment Trust-Fidelity Series International Small Cap Fund
Shares held as of 2026-04-30: 8217445 (value 1472566118; 0.01% of shares outstanding; change 0.01)
Holder of MTRO.L: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 1302256 (value 215393134; 0.00% of shares outstanding; change 0.00)
Holder of MTRO.L: Davis Fundamental ETF Trust-Davis Select Financial ETF
Shares held as of 2026-05-31: 1066466 (value 176393469; 0.00% of shares outstanding; change -0.01)
Holder of MTRO.L: Davis Fundamental ETF Trust-Davis Select International ETF
Shares held as of 2026-05-31: 1380809 (value 228385800; 0.00% of shares outstanding; change 0.00)
Holder of MTRO.L: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 1302256 (value 233364271; 0.00% of shares outstanding; change 0.00)
Holder of MTRO.L: Davis Fundamental ETF Trust-Davis Select Financial ETF
Shares held as of 2026-06-30: 762396 (value 136621360; 0.00% of shares outstanding; change -0.29)
Holder of MTRO.L: Davis Fundamental ETF Trust-Davis Select International ETF
Shares held as of 2026-06-30: 1062854 (value 190463433; 0.00% of shares outstanding; change -0.23)
Holder of MTRX: OBERWEIS FUNDS-Oberweis Micro-Cap Fund
Shares held as of 2025-12-31: 221075 (value 2902714; 0.01% of shares outstanding; change 0.00)
Holder of MTRX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 301137 (value 3953928; 0.01% of shares outstanding; change 0.05)
Holder of MTRX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 817081 (value 10728273; 0.03% of shares outstanding; change 0.00)
Holder of MTRX: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 622008 (value 8677011; 0.02% of shares outstanding; change 0.18)
Holder of MTRX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 265503 (value 3703766; 0.01% of shares outstanding; change 0.02)
Holder of MTRX: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 134722 (value 1662469; 0.00% of shares outstanding; change 0.03)
Holder of MTRX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 150198 (value 2036684; 0.01% of shares outstanding; change 0.01)
Holder of MTRX: Needham Funds Inc-Needham Aggressive Growth Fund
Shares held as of 2026-03-31: 1435000 (value 17707900; 0.05% of shares outstanding; change 0.00)
Holder of MTRX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 324560 (value 4005070; 0.01% of shares outstanding; change 0.08)
Holder of MTRX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 839781 (value 10362897; 0.03% of shares outstanding; change 0.03)
Holder of MTRX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 651855 (value 8558856; 0.02% of shares outstanding; change 0.02)
Holder of MTRX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 182823 (value 2400466; 0.01% of shares outstanding; change 0.00)
Holder of MTRX: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 859665 (value 11657057; 0.03% of shares outstanding; change 0.05)
Holder of MTRX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 149651 (value 2087631; 0.01% of shares outstanding; change 0.00)
Holder of MTRX: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 267285 (value 3298296; 0.01% of shares outstanding; change 0.01)
Holder of MTRX: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 792202 (value 9775772; 0.03% of shares outstanding; change 0.27)
Holder of MTRX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 626431 (value 8738712; 0.02% of shares outstanding; change -0.04)
Holder of MTRX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 180738 (value 2521295; 0.01% of shares outstanding; change -0.01)
Holder of MTRX: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 938595 (value 13093400; 0.03% of shares outstanding; change 0.09)
Holder of MTRX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 146874 (value 1812425; 0.01% of shares outstanding; change -0.02)
Holder of MTRX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 632367 (value 7803408; 0.02% of shares outstanding; change 0.01)
Holder of MTRX: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 182267 (value 2249174; 0.01% of shares outstanding; change 0.01)
Holder of MTRX: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1026180 (value 12663061; 0.04% of shares outstanding; change 0.09)
Holder of MTS.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 10125748 (value 31086045; 0.01% of shares outstanding; change 0.03)
Holder of MTS.AX: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 4441898 (value 13458950; 0.00% of shares outstanding; change 0.06)
Holder of MTS.AX: DFA INVESTMENT TRUST CO-The Asia Pacific Small Company Series
Shares held as of 2026-01-31: 6428419 (value 19478109; 0.01% of shares outstanding; change 0.00)
Holder of MTS.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 2342820 (value 7098744; 0.00% of shares outstanding; change 0.00)
Holder of MTS.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 15639108 (value 47386496; 0.01% of shares outstanding; change 0.00)
Holder of MTS.AX: SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF
Shares held as of 2026-02-28: 2427570 (value 7137055; 0.00% of shares outstanding; change 0.12)
Holder of MTS.AX: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 2385031 (value 7226643; 0.00% of shares outstanding; change 0.01)
Holder of MTS.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 10528726 (value 30954455; 0.01% of shares outstanding; change 0.04)
Holder of MTS.AX: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 3804687 (value 12155974; 0.00% of shares outstanding; change 0.09)
Holder of MTS.AX: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 3771953 (value 11089542; 0.00% of shares outstanding; change -0.15)
Holder of MTS.AX: DFA INVESTMENT TRUST CO-The Asia Pacific Small Company Series
Shares held as of 2026-04-30: 6428419 (value 18899552; 0.01% of shares outstanding; change 0.00)
Holder of MTS.AX: JPMorgan Trust I-JPMorgan Developed International Value Fund
Shares held as of 2026-04-30: 3478822 (value 10227736; 0.00% of shares outstanding; change 1.00)
Holder of MTS.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 2449457 (value 7201403; 0.00% of shares outstanding; change 0.05)
Holder of MTS.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 15639108 (value 45978978; 0.01% of shares outstanding; change 0.00)
Holder of MTS.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 7835182 (value 23740601; 0.01% of shares outstanding; change 0.04)
Holder of MTS.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 4291285 (value 13002593; 0.00% of shares outstanding; change 0.00)
Holder of MTS.AX: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 4008597 (value 11785275; 0.00% of shares outstanding; change 0.05)
Holder of MTS.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 7898887 (value 23222728; 0.01% of shares outstanding; change 0.01)
Holder of MTS.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 4338370 (value 12754808; 0.00% of shares outstanding; change 0.01)
Holder of MTS.MC: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 3992281 (value 236582565; 0.01% of shares outstanding; change 0.02)
Holder of MTS.MC: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-01-31: 2102890 (value 124617257; 0.00% of shares outstanding; change 1.00)
Holder of MTS.MC: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 1055862 (value 57438894; 0.00% of shares outstanding; change 0.01)
Holder of MTS.MC: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 6201266 (value 337348879; 0.01% of shares outstanding; change 0.01)
Holder of MTS.MC: MFS SERIES TRUST X-MFS International Intrinsic Value Fund
Shares held as of 2026-02-28: 5514099 (value 324780439; 0.01% of shares outstanding; change -0.02)
Holder of MTS.MC: SCHWAB STRATEGIC TRUST-Schwab Fundamental International Equity ETF
Shares held as of 2026-02-28: 1500610 (value 88385931; 0.00% of shares outstanding; change -0.02)
Holder of MTS.MC: Bridge Builder Trust-Bridge Builder International Equity Fund
Shares held as of 2026-03-31: 2135034 (value 125753505; 0.00% of shares outstanding; change -0.17)
Holder of MTS.MC: CAUSEWAY CAPITAL MANAGEMENT TRUST-CAUSEWAY INTERNATIONAL VALUE FUND
Shares held as of 2026-03-31: 1338929 (value 78862920; 0.00% of shares outstanding; change -0.13)
Holder of MTS.MC: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 1769351 (value 102516194; 0.00% of shares outstanding; change 1.00)
Holder of MTS.MC: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 4091910 (value 241013505; 0.01% of shares outstanding; change 0.03)
Holder of MTS.MC: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 1586795 (value 86321650; 0.00% of shares outstanding; change 0.01)
Holder of MTS.MC: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-04-30: 1180630 (value 64226273; 0.00% of shares outstanding; change 0.03)
Holder of MTS.MC: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-04-30: 2030624 (value 119603756; 0.00% of shares outstanding; change 1.00)
Holder of MTS.MC: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 1028329 (value 60568579; 0.00% of shares outstanding; change -0.03)
Holder of MTS.MC: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 6191345 (value 364670229; 0.01% of shares outstanding; change 0.00)
Holder of MTS.MC: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 1603553 (value 94449274; 0.00% of shares outstanding; change 0.01)
Holder of MTS.MC: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-05-31: 1185703 (value 69837908; 0.00% of shares outstanding; change 0.00)
Holder of MTSI: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2025-12-31: 1649700 (value 601546632; 0.02% of shares outstanding; change 0.05)
Holder of MTSI: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 952912 (value 329135798; 0.01% of shares outstanding; change 0.17)
Holder of MTSI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1530361 (value 558030857; 0.02% of shares outstanding; change 0.02)
Holder of MTSI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2114374 (value 770985366; 0.03% of shares outstanding; change 0.06)
Holder of MTSI: Vanguard Explorer Fund
Shares held as of 2026-01-31: 891724 (value 353354560; 0.01% of shares outstanding; change -0.15)
Holder of MTSI: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1114559 (value 297576096; 0.01% of shares outstanding; change 0.03)
Holder of MTSI: Fidelity Select Portfolios-Select Semiconductors Portfolio
Shares held as of 2026-03-31: 3249564 (value 1184921064; 0.04% of shares outstanding; change 0.03)
Holder of MTSI: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1077575 (value 287701738; 0.01% of shares outstanding; change -0.09)
Holder of MTSI: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2026-03-31: 1412200 (value 377043264; 0.02% of shares outstanding; change -0.14)
Holder of MTSI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 871083 (value 232570441; 0.01% of shares outstanding; change 0.01)
Holder of MTSI: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1556649 (value 415609701; 0.02% of shares outstanding; change 0.02)
Holder of MTSI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2144921 (value 572672436; 0.03% of shares outstanding; change 0.01)
Holder of MTSI: BlackRock ETF Trust-iShares A.I. Innovation and Tech Active ETF
Shares held as of 2026-04-30: 880287 (value 348822535; 0.01% of shares outstanding; change 0.10)
Holder of MTSI: Fidelity Select Portfolios-Select Semiconductors Portfolio
Shares held as of 2026-04-30: 3604364 (value 1428265313; 0.05% of shares outstanding; change 0.11)
Holder of MTSI: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 2179029 (value 852893748; 0.03% of shares outstanding; change 0.02)
Holder of MTSI: iShares Trust-iShares Semiconductor ETF
Shares held as of 2026-04-30: 1259850 (value 499228173; 0.02% of shares outstanding; change 0.03)
Holder of MTSI: BlackRock ETF Trust-iShares A.I. Innovation and Tech Active ETF
Shares held as of 2026-05-31: 913662 (value 243938608; 0.01% of shares outstanding; change 0.04)
Holder of MTSI: Fidelity Select Portfolios-Select Semiconductors Portfolio
Shares held as of 2026-05-31: 3808564 (value 1016848465; 0.05% of shares outstanding; change 0.06)
Holder of MTSI: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2188468 (value 584299049; 0.03% of shares outstanding; change 0.00)
Holder of MTSI: iShares Trust-iShares Semiconductor ETF
Shares held as of 2026-05-31: 1276408 (value 340788159; 0.02% of shares outstanding; change 0.01)
Holder of MTUS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 381008 (value 7486807; 0.01% of shares outstanding; change 0.02)
Holder of MTUS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1120247 (value 22012853; 0.03% of shares outstanding; change 0.00)
Holder of MTUS: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 425428 (value 8385185; 0.01% of shares outstanding; change 0.03)
Holder of MTUS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 637342 (value 12562010; 0.02% of shares outstanding; change 0.00)
Holder of MTUS: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 451108 (value 9459734; 0.01% of shares outstanding; change 0.33)
Holder of MTUS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 402920 (value 8449232; 0.01% of shares outstanding; change 0.06)
Holder of MTUS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1120247 (value 23491578; 0.03% of shares outstanding; change 0.00)
Holder of MTUS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 891324 (value 17514516; 0.02% of shares outstanding; change -0.01)
Holder of MTUS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 1412150 (value 27762868; 0.03% of shares outstanding; change 0.00)
Holder of MTUS: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 441028 (value 9248356; 0.01% of shares outstanding; change 0.04)
Holder of MTUS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 637342 (value 13365061; 0.02% of shares outstanding; change 0.00)
Holder of MTUS: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-04-30: 1787370 (value 36605336; 0.04% of shares outstanding; change 0.03)
Holder of MTUS: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-04-30: 1484994 (value 30412676; 0.04% of shares outstanding; change 0.10)
Holder of MTUS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 2190562 (value 42299751; 0.05% of shares outstanding; change 0.02)
Holder of MTUS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 856366 (value 16878973; 0.02% of shares outstanding; change -0.04)
Holder of MTUS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 1409108 (value 27773517; 0.03% of shares outstanding; change 0.00)
Holder of MTUS: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-05-31: 1832013 (value 35504410; 0.04% of shares outstanding; change 0.03)
Holder of MTUS: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-05-31: 1404642 (value 26800569; 0.03% of shares outstanding; change -0.05)
Holder of MTUS: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 2172643 (value 45560322; 0.05% of shares outstanding; change -0.01)
Holder of MTUS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 878335 (value 18418684; 0.02% of shares outstanding; change 0.03)
Holder of MTUS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1440267 (value 30202398; 0.03% of shares outstanding; change 0.02)
Holder of MTUS: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-06-30: 1903017 (value 39906265; 0.05% of shares outstanding; change 0.04)
Holder of MTUS: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-06-30: 962967 (value 20193417; 0.02% of shares outstanding; change -0.31)
Holder of MTVA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 8399 (value 23853; 0.00% of shares outstanding; change 0.00)
Holder of MTVA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3163 (value 8982; 0.00% of shares outstanding; change 0.00)
Holder of MTVA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 32220 (value 82805; 0.01% of shares outstanding; change 2.18)
Holder of MTVA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 431 (value 1107; 0.00% of shares outstanding; change 0.00)
Holder of MTVA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 650 (value 1670; 0.00% of shares outstanding; change 0.00)
Holder of MTVA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 431 (value 1107; 0.00% of shares outstanding; change 0.00)
Holder of MTVA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2222 (value 3288; 0.00% of shares outstanding; change -0.74)
Holder of MTVA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 32103 (value 50401; 0.01% of shares outstanding; change 0.00)
Holder of MTVA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 431 (value 676; 0.00% of shares outstanding; change 0.00)
Holder of MTVA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 431 (value 676; 0.00% of shares outstanding; change 0.00)
Holder of MTVA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 20350 (value 30118; 0.00% of shares outstanding; change -0.37)
Holder of MTVA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 431 (value 637; 0.00% of shares outstanding; change 0.00)
Holder of MTVA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 431 (value 637; 0.00% of shares outstanding; change 0.00)
Holder of MTW: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 389297 (value 4605383; 0.01% of shares outstanding; change -0.02)
Holder of MTW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1057633 (value 12511798; 0.03% of shares outstanding; change 0.01)
Holder of MTW: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 473896 (value 6279122; 0.01% of shares outstanding; change -0.01)
Holder of MTW: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 728984 (value 9659038; 0.02% of shares outstanding; change 0.00)
Holder of MTW: BlackRock Funds-BlackRock Advantage Small Cap Core Fund
Shares held as of 2026-02-28: 414938 (value 5962659; 0.01% of shares outstanding; change -0.02)
Holder of MTW: Clark Fork Trust-Tarkio Fund
Shares held as of 2026-02-28: 1303425 (value 18730217; 0.04% of shares outstanding; change -0.01)
Holder of MTW: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 337293 (value 4469132; 0.01% of shares outstanding; change 0.01)
Holder of MTW: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 583030 (value 8378141; 0.02% of shares outstanding; change 0.35)
Holder of MTW: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 393330 (value 5652152; 0.01% of shares outstanding; change 0.01)
Holder of MTW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1057633 (value 15198186; 0.03% of shares outstanding; change 0.00)
Holder of MTW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 857827 (value 10148093; 0.02% of shares outstanding; change 0.02)
Holder of MTW: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 295530 (value 3496119; 0.01% of shares outstanding; change -0.03)
Holder of MTW: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 485074 (value 6970513; 0.01% of shares outstanding; change 0.02)
Holder of MTW: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 341591 (value 4908662; 0.01% of shares outstanding; change 0.01)
Holder of MTW: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 739942 (value 10632966; 0.02% of shares outstanding; change 0.02)
Holder of MTW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 824231 (value 10921060; 0.02% of shares outstanding; change -0.04)
Holder of MTW: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 292155 (value 3871053; 0.01% of shares outstanding; change -0.01)
Holder of MTW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 832075 (value 11956917; 0.02% of shares outstanding; change 0.01)
Holder of MTW: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 305083 (value 4384042; 0.01% of shares outstanding; change 0.04)
Holder of MTX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 707530 (value 54493958; 0.02% of shares outstanding; change -0.05)
Holder of MTX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 455544 (value 35085997; 0.01% of shares outstanding; change -0.04)
Holder of MTX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 995225 (value 76652226; 0.03% of shares outstanding; change -0.02)
Holder of MTX: Delaware Group Equity Funds V-Nomura Small Cap Core Fund
Shares held as of 2026-02-28: 1017943 (value 75938546; 0.03% of shares outstanding; change -0.11)
Holder of MTX: Fidelity Concord Street Trust-Fidelity Small Cap Discovery Fund
Shares held as of 2026-02-28: 487500 (value 37615501; 0.02% of shares outstanding; change 0.00)
Holder of MTX: American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 520000 (value 40050398; 0.02% of shares outstanding; change -0.30)
Holder of MTX: American Century Capital Portfolios, Inc.-Small Cap Value Fund
Shares held as of 2026-03-31: 520000 (value 38791999; 0.02% of shares outstanding; change -0.30)
Holder of MTX: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 649383 (value 49242714; 0.02% of shares outstanding; change 4.35)
Holder of MTX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 714982 (value 53337656; 0.02% of shares outstanding; change 0.01)
Holder of MTX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 455854 (value 35173696; 0.01% of shares outstanding; change 0.00)
Holder of MTX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 967016 (value 72139392; 0.03% of shares outstanding; change -0.03)
Holder of MTX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 768531 (value 59192255; 0.02% of shares outstanding; change 0.01)
Holder of MTX: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-04-30: 629842 (value 46986212; 0.02% of shares outstanding; change 0.44)
Holder of MTX: Fidelity Concord Street Trust-Fidelity Small Cap Discovery Fund
Shares held as of 2026-04-30: 487500 (value 36367499; 0.02% of shares outstanding; change 0.00)
Holder of MTX: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 652039 (value 50311331; 0.02% of shares outstanding; change 0.00)
Holder of MTX: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-04-30: 534738 (value 41773734; 0.02% of shares outstanding; change 0.03)
Holder of MTX: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1898037 (value 149318567; 0.06% of shares outstanding; change 0.02)
Holder of MTX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 738567 (value 56987832; 0.02% of shares outstanding; change -0.04)
Holder of MTX: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 657945 (value 49082695; 0.02% of shares outstanding; change 0.01)
Holder of MTX: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-05-31: 545954 (value 40897416; 0.02% of shares outstanding; change 0.02)
Holder of MTX: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1887108 (value 140778253; 0.06% of shares outstanding; change -0.01)
Holder of MTX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 748960 (value 55872414; 0.02% of shares outstanding; change 0.01)
Holder of MTX: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-06-30: 567147 (value 42309165; 0.02% of shares outstanding; change 0.04)
Holder of MTX.DE: Artisan Partners Funds Inc.-Artisan International Fund
Shares held as of 2025-12-31: 215941 (value 65170991; 0.00% of shares outstanding; change 0.29)
Holder of MTX.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 508417 (value 153440244; 0.01% of shares outstanding; change 0.02)
Holder of MTX.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 788973 (value 238112041; 0.01% of shares outstanding; change 0.01)
Holder of MTX.DE: MFS SERIES TRUST I-MFS Research International Fund
Shares held as of 2026-02-28: 504390 (value 172804017; 0.01% of shares outstanding; change -0.06)
Holder of MTX.DE: ACAP Strategic Fund
Shares held as of 2026-03-31: 280096 (value 95960891; 0.01% of shares outstanding; change 0.00)
Holder of MTX.DE: Artisan Partners Funds Inc.-Artisan International Fund
Shares held as of 2026-03-31: 274985 (value 94209862; 0.01% of shares outstanding; change 0.27)
Holder of MTX.DE: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 394475 (value 134792112; 0.01% of shares outstanding; change 0.00)
Holder of MTX.DE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 1511821 (value 516589254; 0.03% of shares outstanding; change -0.05)
Holder of MTX.DE: MFS Series Trust XVII-MFS International Equity Fund
Shares held as of 2026-03-31: 423980 (value 145255550; 0.01% of shares outstanding; change -0.04)
Holder of MTX.DE: THORNBURG INVESTMENT TRUST-Thornburg International Equity Fund
Shares held as of 2026-03-31: 216221 (value 74077315; 0.00% of shares outstanding; change 0.00)
Holder of MTX.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 520720 (value 178398675; 0.01% of shares outstanding; change 0.02)
Holder of MTX.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 787885 (value 269929405; 0.01% of shares outstanding; change 0.00)
Holder of MTX.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 382880 (value 115553179; 0.01% of shares outstanding; change 0.01)
Holder of MTX.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 390884 (value 133916860; 0.01% of shares outstanding; change 0.02)
Holder of MTX.DE: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 394475 (value 135147137; 0.01% of shares outstanding; change 0.00)
Holder of MTX.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 271979 (value 93180007; 0.01% of shares outstanding; change 1.00)
Holder of MTZ: -Victory Pioneer Fund
Shares held as of 2025-12-31: 617131 (value 233503853; 0.01% of shares outstanding; change 0.50)
Holder of MTZ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 660554 (value 249933813; 0.01% of shares outstanding; change 0.01)
Holder of MTZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 807788 (value 305642741; 0.01% of shares outstanding; change -0.04)
Holder of MTZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1432325 (value 541948803; 0.02% of shares outstanding; change -0.04)
Holder of MTZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1971616 (value 746000336; 0.03% of shares outstanding; change 0.00)
Holder of MTZ: -Victory Pioneer Fund
Shares held as of 2026-03-31: 569496 (value 192398526; 0.01% of shares outstanding; change -0.08)
Holder of MTZ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 684384 (value 231212288; 0.01% of shares outstanding; change 0.04)
Holder of MTZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 814216 (value 275074730; 0.01% of shares outstanding; change 0.01)
Holder of MTZ: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1455364 (value 491680168; 0.02% of shares outstanding; change 0.02)
Holder of MTZ: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2002008 (value 676358375; 0.03% of shares outstanding; change 0.02)
Holder of MTZ: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-04-30: 1070159 (value 389420174; 0.01% of shares outstanding; change -0.12)
Holder of MTZ: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-04-30: 566925 (value 205776767; 0.01% of shares outstanding; change 0.03)
Holder of MTZ: Manager Directed Portfolios-Hood River Small-Cap Growth Fund
Shares held as of 2026-04-30: 721111 (value 243620137; 0.01% of shares outstanding; change 0.00)
Holder of MTZ: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 464049 (value 168435866; 0.01% of shares outstanding; change 0.00)
Holder of MTZ: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 2071889 (value 786613385; 0.03% of shares outstanding; change 0.02)
Holder of MTZ: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-05-31: 1101649 (value 372181094; 0.01% of shares outstanding; change 0.03)
Holder of MTZ: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-05-31: 578777 (value 190759109; 0.01% of shares outstanding; change 0.02)
Holder of MTZ: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 459515 (value 171443212; 0.01% of shares outstanding; change -0.01)
Holder of MTZ: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2080834 (value 702988950; 0.03% of shares outstanding; change 0.00)
Holder of MTZ: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-06-30: 601193 (value 203107040; 0.01% of shares outstanding; change 0.04)
Holder of MTZ: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 474063 (value 160157442; 0.01% of shares outstanding; change 0.03)
Holder of MU: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 28304831 (value 27483990901; 0.03% of shares outstanding; change 0.03)
Holder of MU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 35366147 (value 34340528737; 0.03% of shares outstanding; change 0.00)
Holder of MU: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 10013580 (value 9222006623; 0.01% of shares outstanding; change -0.33)
Holder of MU: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 14373613 (value 13956778223; 0.01% of shares outstanding; change 0.01)
Holder of MU: GROWTH FUND OF AMERICA
Shares held as of 2026-03-31: 11988738 (value 11041028407; 0.01% of shares outstanding; change -0.15)
Holder of MU: VANGUARD CHESTER FUNDS-Vanguard PRIMECAP Fund
Shares held as of 2026-03-31: 12739759 (value 11732681206; 0.01% of shares outstanding; change -0.13)
Holder of MU: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 28602552 (value 26341520613; 0.03% of shares outstanding; change 0.01)
Holder of MU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 35741158 (value 32915819896; 0.03% of shares outstanding; change 0.01)
Holder of MU: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 10410385 (value 9587444192; 0.01% of shares outstanding; change 0.01)
Holder of MU: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 14423237 (value 17472020907; 0.01% of shares outstanding; change 0.00)
Holder of MU: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 24089768 (value 23646756813; 0.02% of shares outstanding; change 0.02)
Holder of MU: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 13448682 (value 13201360541; 0.01% of shares outstanding; change 0.03)
Holder of MU: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 14557990 (value 17635257997; 0.01% of shares outstanding; change 0.01)
Holder of MU: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 14403165 (value 13264594982; 0.01% of shares outstanding; change 0.00)
Holder of MU: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 24397581 (value 20712326687; 0.02% of shares outstanding; change 0.01)
Holder of MU: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 13572326 (value 13400500717; 0.01% of shares outstanding; change 0.01)
Holder of MU: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 14828674 (value 13656467501; 0.01% of shares outstanding; change 0.02)
Holder of MU: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 23938618 (value 22046270539; 0.02% of shares outstanding; change -0.02)
Holder of MU: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 13628505 (value 12551171846; 0.01% of shares outstanding; change 0.00)
Holder of MUA: Aspiriant Trust-Aspiriant Risk-Managed Municipal Bond Fund
Shares held as of 2025-12-31: 4701 (value 50535; 0.00% of shares outstanding; change 5.00)
Holder of MUA: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 192570 (value 2070127; 0.01% of shares outstanding; change 1.00)
Holder of MUA: RiverNorth Flexible Municipal Income Fund Inc.
Shares held as of 2025-12-31: 25456 (value 273652; 0.00% of shares outstanding; change 1.00)
Holder of MUA: RiverNorth Managed Duration Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 24393 (value 262224; 0.00% of shares outstanding; change 1.00)
Holder of MUA: RiverNorth Managed Duration Municipal Income Fund Inc.
Shares held as of 2025-12-31: 79145 (value 850808; 0.00% of shares outstanding; change 1.00)
Holder of MUA: RiverNorth Opportunistic Municipal Income Fund Inc.
Shares held as of 2025-12-31: 26666 (value 286659; 0.00% of shares outstanding; change 1.00)
Holder of MUA: Aspiriant Trust-Aspiriant Risk-Managed Municipal Bond Fund
Shares held as of 2026-03-31: 18450 (value 192987; 0.00% of shares outstanding; change 2.92)
Holder of MUA: Clearwater Investment Trust-Clearwater Tax-Exempt Bond Fund
Shares held as of 2026-03-31: 82732 (value 865376; 0.00% of shares outstanding; change 1.00)
Holder of MUA: INVESTMENT MANAGERS SERIES TRUST-Robinson Tax Advantaged Income Fund
Shares held as of 2026-03-31: 129123 (value 1350626; 0.00% of shares outstanding; change 0.30)
Holder of MUA: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2026-03-31: 126003 (value 1317991; 0.00% of shares outstanding; change -0.35)
Holder of MUA: RiverNorth Flexible Municipal Income Fund Inc.
Shares held as of 2026-03-31: 29996 (value 313758; 0.00% of shares outstanding; change 0.18)
Holder of MUA: RiverNorth Managed Duration Municipal Income Fund II Inc.
Shares held as of 2026-03-31: 32216 (value 336979; 0.00% of shares outstanding; change 0.32)
Holder of MUA: RiverNorth Managed Duration Municipal Income Fund Inc.
Shares held as of 2026-03-31: 92827 (value 970970; 0.00% of shares outstanding; change 0.17)
Holder of MUA: RiverNorth Opportunistic Municipal Income Fund Inc.
Shares held as of 2026-03-31: 31368 (value 328109; 0.00% of shares outstanding; change 0.18)
Holder of MUA: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-03-31: 9910 (value 105640; 0.00% of shares outstanding; change 0.00)
Holder of MUA: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-04-30: 339924 (value 3623589; 0.01% of shares outstanding; change 0.01)
Holder of MUA: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-05-31: 349801 (value 3823325; 0.01% of shares outstanding; change 0.03)
Holder of MUA: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-06-30: 428231 (value 4479296; 0.01% of shares outstanding; change 0.22)
Holder of MUC: HC Capital Trust-The Intermediate Term Municipal Bond Portfolio
Shares held as of 2025-12-31: 371024 (value 4014479; 0.00% of shares outstanding; change 0.00)
Holder of MUC: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 452023 (value 4890888; 0.00% of shares outstanding; change 0.66)
Holder of MUC: RiverNorth Flexible Municipal Income Fund Inc.
Shares held as of 2025-12-31: 143228 (value 1549726; 0.00% of shares outstanding; change 1.74)
Holder of MUC: RiverNorth Managed Duration Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 358532 (value 3879316; 0.00% of shares outstanding; change 0.62)
Holder of MUC: RiverNorth Managed Duration Municipal Income Fund Inc.
Shares held as of 2025-12-31: 822687 (value 8901473; 0.01% of shares outstanding; change 2.14)
Holder of MUC: RiverNorth Opportunistic Municipal Income Fund Inc.
Shares held as of 2025-12-31: 102791 (value 1112198; 0.00% of shares outstanding; change 1.01)
Holder of MUC: NEW YORK LIFE INVESTMENTS Fd.S TRT-NYLI MacKay High Yield Muni Bond Fd
Shares held as of 2026-01-31: 73110 (value 793243; 0.00% of shares outstanding; change 0.00)
Holder of MUC: Collaborative Investment Series TRT-RAREVIEW DYNAMIC FIXED INCOME ETF
Shares held as of 2026-03-31: 71327 (value 771758; 0.00% of shares outstanding; change 1.00)
Holder of MUC: Collaborative Investment Series TRT-RAREVIEW TAX ADVANTAGED INCOME ETF
Shares held as of 2026-03-31: 86956 (value 927820; 0.00% of shares outstanding; change 1.00)
Holder of MUC: HC Capital Trust-The Intermediate Term Municipal Bond Portfolio
Shares held as of 2026-03-31: 371024 (value 3958826; 0.00% of shares outstanding; change 0.00)
Holder of MUC: INVESTMENT MANAGERS SERIES TRUST-Robinson Tax Advantaged Income Fund
Shares held as of 2026-03-31: 1122458 (value 11976626; 0.01% of shares outstanding; change 3.42)
Holder of MUC: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2026-03-31: 468569 (value 4999631; 0.00% of shares outstanding; change 0.04)
Holder of MUC: RiverNorth Flexible Municipal Income Fund Inc.
Shares held as of 2026-03-31: 202065 (value 2156033; 0.00% of shares outstanding; change 0.41)
Holder of MUC: RiverNorth Managed Duration Municipal Income Fund II Inc.
Shares held as of 2026-03-31: 413071 (value 4407467; 0.00% of shares outstanding; change 0.15)
Holder of MUC: RiverNorth Managed Duration Municipal Income Fund Inc.
Shares held as of 2026-03-31: 1014298 (value 10822559; 0.01% of shares outstanding; change 0.23)
Holder of MUC: RiverNorth Opportunistic Municipal Income Fund Inc.
Shares held as of 2026-03-31: 160357 (value 1711009; 0.00% of shares outstanding; change 0.56)
Holder of MUC: Starboard Investment Trust-Matisse Discounted Bond CEF Strategy
Shares held as of 2026-03-31: 78600 (value 838662; 0.00% of shares outstanding; change 0.00)
Holder of MUC: NEW YORK LIFE INVESTMENTS Fd.S TRT-NYLI MacKay High Yield Muni Bond Fd
Shares held as of 2026-04-30: 73110 (value 780083; 0.00% of shares outstanding; change 0.00)
Holder of MUFG: Liberty All Star Equity Fund
Shares held as of 2025-12-31: 600000 (value 11225999; 0.00% of shares outstanding; change 0.00)
Holder of MUFG: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 563089 (value 11746036; 0.00% of shares outstanding; change 0.00)
Holder of MUFG: HARBOR FUNDS-Harbor Large Cap Value Fund
Shares held as of 2026-01-31: 1582900 (value 33019294; 0.00% of shares outstanding; change -0.17)
Holder of MUFG: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-01-31: 19328000 (value 403182091; 0.00% of shares outstanding; change 0.00)
Holder of MUFG: Amplify ETF TRT-Amplify CWP Intl Enhanced Dividend Income ETF
Shares held as of 2026-03-31: 1698431 (value 38877084; 0.00% of shares outstanding; change 0.58)
Holder of MUFG: EQ Advisors Trust-EQ/Value Equity Portfolio
Shares held as of 2026-03-31: 2048963 (value 46900761; 0.00% of shares outstanding; change -0.06)
Holder of MUFG: Liberty All Star Equity Fund
Shares held as of 2026-03-31: 558000 (value 12772619; 0.00% of shares outstanding; change -0.07)
Holder of MUFG: VANGUARD VARIABLE INSURANCE FUNDS-Diversified Value Portfolio
Shares held as of 2026-03-31: 587730 (value 13453139; 0.00% of shares outstanding; change 0.00)