speb/financial-data huggingface dataset:
Holder of MBLY: Pacer Funds Trust-Pacer US Small Cap Cash Cows 100 ETF
Shares held as of 2026-01-31: 1411348 (value 11770642; 0.01% of shares outstanding; change 1.00)
Holder of MBLY: VANGUARD WORLD FUND-Vanguard International Growth Fund
Shares held as of 2026-02-28: 4975675 (value 40054184; 0.02% of shares outstanding; change -0.02)
Holder of MBLY: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 816818 (value 7735266; 0.00% of shares outstanding; change 0.00)
Holder of MBLY: John Hancock Investment Trust-Fundamental Large Cap Core Fund
Shares held as of 2026-03-31: 1995332 (value 18636401; 0.01% of shares outstanding; change 0.00)
Holder of MBLY: John Hancock Variable Insurance Trust-Fundamental All Cap Core Trust
Shares held as of 2026-03-31: 1959302 (value 15772381; 0.01% of shares outstanding; change -0.03)
Holder of MBLY: VANGUARD HORIZON FUNDS-Vanguard Capital Opportunity Fund
Shares held as of 2026-03-31: 2207900 (value 17773595; 0.01% of shares outstanding; change 0.17)
Holder of MBLY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1851522 (value 14904752; 0.01% of shares outstanding; change 0.08)
Holder of MBLY: Victory Portfolios-Victory Sycamore Small Company Opportunity Fund
Shares held as of 2026-03-31: 2275000 (value 18313750; 0.01% of shares outstanding; change 1.00)
Holder of MBLY: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 877629 (value 7319425; 0.00% of shares outstanding; change 0.07)
Holder of MBLY: First TRT Exch-Trd Fd. VI-First TRT Nasdaq Artificial Intelligence and
Shares held as of 2026-04-30: 1119445 (value 10455616; 0.00% of shares outstanding; change -0.01)
Holder of MBLY: John Hancock Investment Trust-Fundamental Large Cap Core Fund
Shares held as of 2026-04-30: 1995332 (value 16641069; 0.01% of shares outstanding; change 0.00)
Holder of MBLY: PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund
Shares held as of 2026-04-30: 920100 (value 7406805; 0.00% of shares outstanding; change 0.26)
Holder of MBLY: Pacer Funds Trust-Pacer US Small Cap Cash Cows 100 ETF
Shares held as of 2026-04-30: 1262542 (value 10163463; 0.01% of shares outstanding; change -0.11)
Holder of MBLY: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 862413 (value 6942424; 0.00% of shares outstanding; change -0.02)
Holder of MBLY: First TRT Exch-Trd Fd. VI-First TRT Nasdaq Artificial Intelligence and
Shares held as of 2026-05-31: 1119445 (value 10321283; 0.00% of shares outstanding; change 0.00)
Holder of MBLY: John Hancock Investment Trust-Fundamental Large Cap Core Fund
Shares held as of 2026-05-31: 1995332 (value 16062422; 0.01% of shares outstanding; change 0.00)
Holder of MBLY: First TRT Exch-Trd Fd. VI-First TRT Nasdaq Artificial Intelligence and
Shares held as of 2026-06-30: 1055907 (value 8500051; 0.00% of shares outstanding; change -0.06)
Holder of MBOT: MUTUAL FUND SERIES TRUST-AlphaCentric Robotics and Automation Fund
Shares held as of 2025-12-31: 200000 (value 405999; 0.00% of shares outstanding; change 0.33)
Holder of MBOT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 742531 (value 1507337; 0.01% of shares outstanding; change 0.35)
Holder of MBOT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2109889 (value 4283074; 0.03% of shares outstanding; change 0.45)
Holder of MBOT: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 32414 (value 65800; 0.00% of shares outstanding; change 0.00)
Holder of MBOT: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 94300 (value 161253; 0.00% of shares outstanding; change -0.15)
Holder of MBOT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 355391 (value 653919; 0.01% of shares outstanding; change 0.00)
Holder of MBOT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 32181 (value 65327; 0.00% of shares outstanding; change 0.00)
Holder of MBOT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 101606 (value 186955; 0.00% of shares outstanding; change 0.07)
Holder of MBOT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 116869 (value 215038; 0.00% of shares outstanding; change 0.00)
Holder of MBOT: MUTUAL FUND SERIES TRUST-AlphaCentric Robotics and Automation Fund
Shares held as of 2026-03-31: 200000 (value 342000; 0.00% of shares outstanding; change 0.00)
Holder of MBOT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 742531 (value 1269728; 0.01% of shares outstanding; change 0.00)
Holder of MBOT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2109889 (value 3607910; 0.03% of shares outstanding; change 0.00)
Holder of MBOT: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 32414 (value 59641; 0.00% of shares outstanding; change 0.00)
Holder of MBOT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 169390 (value 311677; 0.00% of shares outstanding; change -0.02)
Holder of MBOT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 354098 (value 655081; 0.01% of shares outstanding; change 0.00)
Holder of MBOT: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 36401 (value 67341; 0.00% of shares outstanding; change 0.13)
Holder of MBOT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 101606 (value 187971; 0.00% of shares outstanding; change 0.00)
Holder of MBOT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 116869 (value 216207; 0.00% of shares outstanding; change 0.00)
Holder of MBOT: Fidelity Concord Street Trust-Fidelity ZERO Total Market Index Fund
Shares held as of 2026-04-30: 34564 (value 63597; 0.00% of shares outstanding; change 1.00)
Holder of MBOT: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-04-30: 50000 (value 87500; 0.00% of shares outstanding; change 1.00)
Holder of MBOT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 170504 (value 315432; 0.00% of shares outstanding; change 0.01)
Holder of MBOT: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-05-31: 93314 (value 172630; 0.00% of shares outstanding; change 5.74)
Holder of MBOT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 354098 (value 605507; 0.01% of shares outstanding; change 0.00)
Holder of MBOT: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 101606 (value 173746; 0.00% of shares outstanding; change 0.00)
Holder of MBOT: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 116869 (value 199845; 0.00% of shares outstanding; change 0.00)
Holder of MBOT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 168276 (value 287751; 0.00% of shares outstanding; change -0.01)
Holder of MBOT: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-06-30: 93314 (value 159566; 0.00% of shares outstanding; change 0.00)
Holder of MBOT: Invesco Exch-Trd Fd. TRT II-Invesco NASDAQ Future Gen 200 ETF
Shares held as of 2026-06-30: 51844 (value 88653; 0.00% of shares outstanding; change 0.63)
Holder of MBRX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 9448 (value 26359; 0.00% of shares outstanding; change 1.70)
Holder of MBRX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 21981 (value 52754; 0.00% of shares outstanding; change 0.74)
Holder of MBRX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 3142 (value 7540; 0.00% of shares outstanding; change 0.36)
Holder of MBRX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 915 (value 2196; 0.00% of shares outstanding; change 0.00)
Holder of MBRX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 13869 (value 29402; 0.00% of shares outstanding; change 0.47)
Holder of MBRX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 21901 (value 68331; 0.00% of shares outstanding; change 0.00)
Holder of MBRX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 4484 (value 13990; 0.00% of shares outstanding; change 1.00)
Holder of MBRX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 3142 (value 9803; 0.00% of shares outstanding; change 0.00)
Holder of MBRX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 915 (value 2854; 0.00% of shares outstanding; change 0.00)
Holder of MBRX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 21901 (value 46430; 0.00% of shares outstanding; change 0.00)
Holder of MBRX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 4484 (value 9506; 0.00% of shares outstanding; change 0.00)
Holder of MBRX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 3142 (value 6661; 0.00% of shares outstanding; change 0.00)
Holder of MBRX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 915 (value 1939; 0.00% of shares outstanding; change 0.00)
Holder of MBUU: OBERWEIS FUNDS-Oberweis Micro-Cap Fund
Shares held as of 2025-12-31: 238200 (value 6540971; 0.01% of shares outstanding; change 0.00)
Holder of MBUU: Touchstone Strategic TRT-Touchstone Strategic TRT-Touchstone Small Com
Shares held as of 2025-12-31: 509999 (value 14004572; 0.03% of shares outstanding; change 0.36)
Holder of MBUU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 567561 (value 15585224; 0.03% of shares outstanding; change -0.05)
Holder of MBUU: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 228085 (value 6014601; 0.01% of shares outstanding; change 0.03)
Holder of MBUU: Delaware Group Equity Funds V-Nomura Small Cap Core Fund
Shares held as of 2026-02-28: 672888 (value 18638998; 0.03% of shares outstanding; change -0.11)
Holder of MBUU: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 227395 (value 6298841; 0.01% of shares outstanding; change 0.47)
Holder of MBUU: VANGUARD SCOTTSDALE FUNDS-Vanguard Explorer Value Fund
Shares held as of 2026-02-28: 218751 (value 6059402; 0.01% of shares outstanding; change 0.24)
Holder of MBUU: JANUS INVESTMENT FUND-Janus Henderson Small Cap Value Fund
Shares held as of 2026-03-31: 382673 (value 10600042; 0.02% of shares outstanding; change -0.11)
Holder of MBUU: JNL Series Trust-JNL MULTI-MANAGER SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 240964 (value 6674702; 0.01% of shares outstanding; change -0.04)
Holder of MBUU: SmallCap World Fund Inc
Shares held as of 2026-03-31: 542235 (value 15019909; 0.03% of shares outstanding; change -0.10)
Holder of MBUU: Touchstone Strategic TRT-Touchstone Strategic TRT-Touchstone Small Com
Shares held as of 2026-03-31: 521305 (value 14440148; 0.03% of shares outstanding; change 0.02)
Holder of MBUU: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 567561 (value 15721440; 0.03% of shares outstanding; change 0.00)
Holder of MBUU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 451788 (value 12406098; 0.02% of shares outstanding; change 0.01)
Holder of MBUU: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 512474 (value 13524188; 0.03% of shares outstanding; change 0.05)
Holder of MBUU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 434082 (value 11446742; 0.02% of shares outstanding; change -0.04)
Holder of MBUU: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 542597 (value 14308283; 0.03% of shares outstanding; change 0.06)
Holder of MBUU: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 438216 (value 12138583; 0.02% of shares outstanding; change 0.01)
Holder of MBUU: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 572822 (value 15867169; 0.03% of shares outstanding; change 0.06)
Holder of MBVI: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 343986 (value 3484578; 0.01% of shares outstanding; change 1.00)
Holder of MBVI: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 50000 (value 507000; 0.00% of shares outstanding; change 1.00)
Holder of MBVI: High Income Securities Fund
Shares held as of 2026-02-28: 50000 (value 508500; 0.00% of shares outstanding; change 1.00)
Holder of MBVI: -RiverNorth Enhanced Pre-Merger SPAC ETF
Shares held as of 2026-03-31: 9512 (value 96737; 0.00% of shares outstanding; change 1.00)
Holder of MBVI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 8536 (value 86555; 0.00% of shares outstanding; change 0.00)
Holder of MBVI: First Trust Alternative Opportunities Fund
Shares held as of 2026-03-31: 99999 (value 1016989; 0.00% of shares outstanding; change 1.00)
Holder of MBVI: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 343728 (value 3495713; 0.01% of shares outstanding; change 0.00)
Holder of MBVI: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 53609 (value 545203; 0.00% of shares outstanding; change 0.00)
Holder of MBVI: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 99999 (value 1016989; 0.00% of shares outstanding; change 1.00)
Holder of MBVI: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 50000 (value 508500; 0.00% of shares outstanding; change 0.00)
Holder of MBVI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 10509 (value 106561; 0.00% of shares outstanding; change 0.23)
Holder of MBVI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 10509 (value 106876; 0.00% of shares outstanding; change 0.00)
Holder of MBWM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 175240 (value 9285967; 0.01% of shares outstanding; change 0.04)
Holder of MBWM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 494837 (value 26221413; 0.03% of shares outstanding; change 0.00)
Holder of MBWM: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 233920 (value 12622322; 0.01% of shares outstanding; change -0.08)
Holder of MBWM: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 131599 (value 7101081; 0.01% of shares outstanding; change 0.00)
Holder of MBWM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 155721 (value 8402705; 0.01% of shares outstanding; change 0.01)
Holder of MBWM: TRIBUTARY CAPITAL MANAGEMENT, LLC-Small Company Fund
Shares held as of 2026-03-31: 134072 (value 7843212; 0.01% of shares outstanding; change -0.02)
Holder of MBWM: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 192874 (value 11283129; 0.01% of shares outstanding; change 0.10)
Holder of MBWM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 494837 (value 28947964; 0.03% of shares outstanding; change 0.00)
Holder of MBWM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 399801 (value 21185455; 0.02% of shares outstanding; change 0.02)
Holder of MBWM: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 144779 (value 7671839; 0.01% of shares outstanding; change 0.07)
Holder of MBWM: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 476266 (value 25118269; 0.03% of shares outstanding; change 0.04)
Holder of MBWM: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 233920 (value 13684320; 0.01% of shares outstanding; change 0.00)
Holder of MBWM: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 131599 (value 7698541; 0.01% of shares outstanding; change 0.00)
Holder of MBWM: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 166357 (value 9731884; 0.01% of shares outstanding; change 0.07)
Holder of MBWM: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 126504 (value 6983020; 0.01% of shares outstanding; change 0.05)
Holder of MBWM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 384138 (value 20728086; 0.02% of shares outstanding; change -0.04)
Holder of MBWM: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 143129 (value 7723240; 0.01% of shares outstanding; change -0.01)
Holder of MBWM: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 495027 (value 26711656; 0.03% of shares outstanding; change 0.04)
Holder of MBWM: ProShares Trust-ProShares Russell 2000 Dividend Growers ETF
Shares held as of 2026-05-31: 124104 (value 6696651; 0.01% of shares outstanding; change 0.01)
Holder of MBWM: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 117967 (value 6704064; 0.01% of shares outstanding; change -0.07)
Holder of MBWM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 392678 (value 22971663; 0.02% of shares outstanding; change 0.02)
Holder of MBWM: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 147034 (value 8601489; 0.01% of shares outstanding; change 0.03)
Holder of MBWM: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 513624 (value 30047004; 0.03% of shares outstanding; change 0.04)
Holder of MBWM: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 180974 (value 10586979; 0.01% of shares outstanding; change 0.53)
Holder of MBX: MUTUAL FUND SERIES TRUST-Eventide Healthcare & Life Sciences Fund
Shares held as of 2025-12-31: 890000 (value 26949200; 0.02% of shares outstanding; change 1.00)
Holder of MBX: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2025-12-31: 615715 (value 18643850; 0.01% of shares outstanding; change -0.13)
Holder of MBX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1058075 (value 33297619; 0.02% of shares outstanding; change -0.06)
Holder of MBX: BlackRock Funds-BlackRock Health Sciences Opportunities Portfolio
Shares held as of 2026-02-28: 333350 (value 20667700; 0.01% of shares outstanding; change -0.02)
Holder of MBX: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-02-28: 414400 (value 18196303; 0.01% of shares outstanding; change 8.60)
Holder of MBX: Fidelity Securities Fund-Fidelity Series Small Cap Opportunities Fund
Shares held as of 2026-02-28: 303100 (value 13309120; 0.01% of shares outstanding; change 8.00)
Holder of MBX: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 301640 (value 9492610; 0.01% of shares outstanding; change 1.00)
Holder of MBX: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-03-31: 304600 (value 9585761; 0.01% of shares outstanding; change 0.38)
Holder of MBX: Fidelity Hastings Street Trust-Fidelity Fund
Shares held as of 2026-03-31: 321100 (value 10105016; 0.01% of shares outstanding; change 1.00)
Holder of MBX: MUTUAL FUND SERIES TRUST-Eventide Healthcare & Life Sciences Fund
Shares held as of 2026-03-31: 890000 (value 55180000; 0.02% of shares outstanding; change 0.00)
Holder of MBX: T. Rowe Price Health Sciences Fund, Inc.
Shares held as of 2026-03-31: 721309 (value 44721158; 0.02% of shares outstanding; change 0.17)
Holder of MBX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1158775 (value 71844050; 0.02% of shares outstanding; change 0.10)
Holder of MBX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 697653 (value 21955139; 0.01% of shares outstanding; change 0.01)
Holder of MBX: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-04-30: 304600 (value 13374985; 0.01% of shares outstanding; change 0.00)
Holder of MBX: Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund
Shares held as of 2026-04-30: 419900 (value 26033800; 0.01% of shares outstanding; change 0.01)
Holder of MBX: Fidelity Hastings Street Trust-Fidelity Fund
Shares held as of 2026-04-30: 321100 (value 14099500; 0.01% of shares outstanding; change 0.00)
Holder of MBX: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 301640 (value 18701680; 0.01% of shares outstanding; change 0.00)
Holder of MBX: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-04-30: 600000 (value 26345999; 0.01% of shares outstanding; change 1.14)
Holder of MBX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 670413 (value 29437834; 0.01% of shares outstanding; change -0.04)
Holder of MBX: Fidelity Advisor Series VII-Fidelity Advisor Biotechnology Fund
Shares held as of 2026-05-31: 304600 (value 18885200; 0.01% of shares outstanding; change 0.00)
Holder of MBX: Fidelity Hastings Street Trust-Fidelity Fund
Shares held as of 2026-05-31: 321100 (value 19908200; 0.01% of shares outstanding; change 0.00)
Holder of MBX: Fidelity Select Portfolios-Select Health Care Portfolio
Shares held as of 2026-05-31: 600000 (value 37200000; 0.01% of shares outstanding; change 0.00)
Holder of MBX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 676773 (value 41959926; 0.01% of shares outstanding; change 0.01)
Holder of MBY.DE: -Price (T.Rowe) Mid-Cap Value Equity Trust
Shares held as of 2026-03-31: 983772 (value 114117552; 0.02% of shares outstanding; change 0.03)
Holder of MBY.DE: Ariel Investment Trust-Ariel Fund
Shares held as of 2026-03-31: 568165 (value 65907140; 0.01% of shares outstanding; change 0.02)
Holder of MBY.DE: J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd.
Shares held as of 2026-03-31: 821485 (value 95292260; 0.02% of shares outstanding; change -0.09)
Holder of MBY.DE: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 1573102 (value 182479832; 0.03% of shares outstanding; change 0.04)
Holder of MBY.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1045271 (value 121251436; 0.02% of shares outstanding; change 0.02)
Holder of MBY.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 665645 (value 77214820; 0.01% of shares outstanding; change 0.00)
Holder of MBY.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1440495 (value 167097420; 0.03% of shares outstanding; change 0.02)
Holder of MBY.DE: AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd.
Shares held as of 2026-04-30: 598200 (value 69391200; 0.01% of shares outstanding; change 0.06)
Holder of MBY.DE: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 770562 (value 95549688; 0.02% of shares outstanding; change 0.05)
Holder of MBY.DE: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 770562 (value 89385192; 0.02% of shares outstanding; change 0.05)
Holder of MBY.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1572110 (value 182364760; 0.03% of shares outstanding; change 0.00)
Holder of MC: Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap
Shares held as of 2025-12-31: 2309396 (value 155399258; 0.03% of shares outstanding; change -0.06)
Holder of MC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 798578 (value 53736314; 0.01% of shares outstanding; change 0.01)
Holder of MC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 948673 (value 63836207; 0.01% of shares outstanding; change -0.03)
Holder of MC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1678962 (value 112977354; 0.02% of shares outstanding; change -0.05)
Holder of MC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2334629 (value 157097187; 0.03% of shares outstanding; change 0.00)
Holder of MC: Virtus Equity Trust-Virtus KAR Small-Cap Core Fund
Shares held as of 2025-12-31: 1061917 (value 71456395; 0.01% of shares outstanding; change -0.13)
Holder of MC: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 2287505 (value 153262835; 0.03% of shares outstanding; change 0.08)
Holder of MC: Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap
Shares held as of 2026-03-31: 2074748 (value 139008116; 0.03% of shares outstanding; change -0.10)
Holder of MC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 825492 (value 55456552; 0.01% of shares outstanding; change 0.03)
Holder of MC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 946687 (value 63428029; 0.01% of shares outstanding; change 0.00)
Holder of MC: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1693140 (value 113440380; 0.02% of shares outstanding; change 0.01)
Holder of MC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2355467 (value 157816289; 0.03% of shares outstanding; change 0.01)
Holder of MC: Virtus Equity Trust-Virtus KAR Small-Cap Core Fund
Shares held as of 2026-03-31: 1002917 (value 67195439; 0.01% of shares outstanding; change -0.06)
Holder of MC: WASATCH FUNDS TRUST-Wasatch Core Growth Fund
Shares held as of 2026-03-31: 1180137 (value 79069179; 0.02% of shares outstanding; change -0.05)
Holder of MC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1470957 (value 98980697; 0.02% of shares outstanding; change 0.00)
Holder of MC: MADISON FUNDS-Madison Mid Cap Fund
Shares held as of 2026-04-30: 852594 (value 57123798; 0.01% of shares outstanding; change 0.50)
Holder of MC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 3545796 (value 238206576; 0.05% of shares outstanding; change 0.00)
Holder of MC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1470957 (value 98818891; 0.02% of shares outstanding; change 0.00)
Holder of MC: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3787297 (value 253748899; 0.05% of shares outstanding; change 0.07)
Holder of MC: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1470957 (value 98554119; 0.02% of shares outstanding; change 0.00)
Holder of MC.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 2409949 (value 1154486039; 0.00% of shares outstanding; change 0.02)
Holder of MC.PA: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 1249732 (value 604307893; 0.00% of shares outstanding; change 0.00)
Holder of MC.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 3730468 (value 1803867755; 0.01% of shares outstanding; change 0.01)
Holder of MC.PA: MFS SERIES TRUST X-MFS International Growth Fund
Shares held as of 2026-02-28: 704992 (value 346433064; 0.00% of shares outstanding; change 0.02)
Holder of MC.PA: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2026-03-31: 670521 (value 329494015; 0.00% of shares outstanding; change 0.11)
Holder of MC.PA: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 1114779 (value 547802393; 0.00% of shares outstanding; change 0.00)
Holder of MC.PA: MFS Series Trust XVII-MFS International Equity Fund
Shares held as of 2026-03-31: 671358 (value 329905317; 0.00% of shares outstanding; change -0.04)
Holder of MC.PA: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2467926 (value 1212738821; 0.01% of shares outstanding; change 0.02)
Holder of MC.PA: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-04-30: 926455 (value 447987303; 0.00% of shares outstanding; change 0.01)
Holder of MC.PA: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 1880097 (value 923879654; 0.00% of shares outstanding; change 0.50)
Holder of MC.PA: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3733135 (value 1834462516; 0.01% of shares outstanding; change 0.00)
Holder of MC.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1774959 (value 858281402; 0.00% of shares outstanding; change 0.01)
Holder of MC.PA: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 867011 (value 419243158; 0.00% of shares outstanding; change 0.01)
Holder of MC.PA: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 936196 (value 460046708; 0.00% of shares outstanding; change 0.01)
Holder of MC.PA: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1812022 (value 890427599; 0.00% of shares outstanding; change 0.02)
Holder of MC.PA: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 888523 (value 436620196; 0.00% of shares outstanding; change 0.03)
Holder of MCB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 99423 (value 8900346; 0.01% of shares outstanding; change 0.03)
Holder of MCB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 317653 (value 28436295; 0.03% of shares outstanding; change -0.04)
Holder of MCB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 60112 (value 5597028; 0.00% of shares outstanding; change 0.00)
Holder of MCB: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 61813 (value 5755408; 0.01% of shares outstanding; change 0.00)
Holder of MCB: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-01-31: 95840 (value 8923662; 0.01% of shares outstanding; change -0.22)
Holder of MCB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 89280 (value 8312860; 0.01% of shares outstanding; change 0.01)
Holder of MCB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 122780 (value 11176663; 0.01% of shares outstanding; change 0.23)
Holder of MCB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 366954 (value 33403822; 0.03% of shares outstanding; change 0.16)
Holder of MCB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 222710 (value 19936998; 0.02% of shares outstanding; change -0.04)
Holder of MCB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 59097 (value 5290363; 0.00% of shares outstanding; change -0.05)
Holder of MCB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 264611 (value 24854911; 0.02% of shares outstanding; change 0.00)
Holder of MCB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 60358 (value 5494388; 0.00% of shares outstanding; change 0.00)
Holder of MCB: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 62028 (value 5646408; 0.01% of shares outstanding; change 0.00)
Holder of MCB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 87495 (value 7964669; 0.01% of shares outstanding; change -0.02)
Holder of MCB: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 156402 (value 15113124; 0.01% of shares outstanding; change 0.05)
Holder of MCB: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-04-30: 95840 (value 8724315; 0.01% of shares outstanding; change 0.00)
Holder of MCB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 214084 (value 19933361; 0.02% of shares outstanding; change -0.04)
Holder of MCB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 58422 (value 5439672; 0.00% of shares outstanding; change -0.01)
Holder of MCB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 270423 (value 25179085; 0.02% of shares outstanding; change 0.02)
Holder of MCB: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 145090 (value 14207212; 0.01% of shares outstanding; change -0.07)
Holder of MCB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 216098 (value 19671400; 0.02% of shares outstanding; change 0.01)
Holder of MCB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 58917 (value 5363214; 0.00% of shares outstanding; change 0.01)
Holder of MCB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 287987 (value 26215456; 0.02% of shares outstanding; change 0.07)
Holder of MCB: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 207233 (value 18864419; 0.02% of shares outstanding; change 0.43)
Holder of MCBS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 203702 (value 6652907; 0.01% of shares outstanding; change 0.03)
Holder of MCBS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 597035 (value 19499163; 0.02% of shares outstanding; change 0.02)
Holder of MCBS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 191433 (value 6539351; 0.01% of shares outstanding; change 0.01)
Holder of MCBS: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 91210 (value 3335549; 0.00% of shares outstanding; change -0.01)
Holder of MCBS: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 97249 (value 3556395; 0.00% of shares outstanding; change 0.01)
Holder of MCBS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 114417 (value 3865006; 0.00% of shares outstanding; change 0.15)
Holder of MCBS: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-03-31: 116455 (value 3994406; 0.00% of shares outstanding; change 0.00)
Holder of MCBS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 231073 (value 8450339; 0.01% of shares outstanding; change 0.13)
Holder of MCBS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 630662 (value 23063309; 0.03% of shares outstanding; change 0.06)
Holder of MCBS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 512470 (value 16737270; 0.02% of shares outstanding; change 0.03)
Holder of MCBS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 534222 (value 18307788; 0.02% of shares outstanding; change 0.04)
Holder of MCBS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 114001 (value 3894274; 0.00% of shares outstanding; change 0.00)
Holder of MCBS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 219325 (value 8020715; 0.01% of shares outstanding; change 0.15)
Holder of MCBS: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-04-30: 116455 (value 3978102; 0.00% of shares outstanding; change 0.00)
Holder of MCBS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 492494 (value 16823594; 0.02% of shares outstanding; change -0.04)
Holder of MCBS: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 110691 (value 3781204; 0.00% of shares outstanding; change 0.06)
Holder of MCBS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 569782 (value 19463753; 0.02% of shares outstanding; change 0.07)
Holder of MCBS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 111094 (value 4062707; 0.00% of shares outstanding; change -0.03)
Holder of MCBS: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-05-31: 116455 (value 4258759; 0.00% of shares outstanding; change 0.00)
Holder of MCBS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 505002 (value 18467922; 0.02% of shares outstanding; change 0.03)
Holder of MCBS: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 109547 (value 4006133; 0.00% of shares outstanding; change -0.01)
Holder of MCBS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 606817 (value 22191297; 0.03% of shares outstanding; change 0.07)
Holder of MCD: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 17958613 (value 5014044968; 0.03% of shares outstanding; change 0.02)
Holder of MCD: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 7640733 (value 2133292746; 0.01% of shares outstanding; change -0.01)
Holder of MCD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 22377968 (value 6247928938; 0.03% of shares outstanding; change 0.00)
Holder of MCD: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-01-31: 3910585 (value 1056249032; 0.01% of shares outstanding; change 0.01)
Holder of MCD: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 9094753 (value 2539255148; 0.01% of shares outstanding; change 0.00)
Holder of MCD: JPMorgan Trust II-JPMorgan Large Cap Growth Fund
Shares held as of 2026-03-31: 3677571 (value 973673733; 0.01% of shares outstanding; change 0.85)
Holder of MCD: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 18097662 (value 4791537167; 0.03% of shares outstanding; change 0.01)
Holder of MCD: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 7628428 (value 2019702671; 0.01% of shares outstanding; change 0.00)
Holder of MCD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 22556128 (value 5971960669; 0.03% of shares outstanding; change 0.01)
Holder of MCD: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 4015388 (value 1063114166; 0.01% of shares outstanding; change -0.02)
Holder of MCD: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 9126152 (value 2464973710; 0.01% of shares outstanding; change 0.00)
Holder of MCD: SELECT SECTOR SPDR TRT-State Street Consumer Discretionary Select Sect
Shares held as of 2026-04-30: 3081188 (value 860267727; 0.00% of shares outstanding; change -0.01)
Holder of MCD: SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones 
Shares held as of 2026-04-30: 5310732 (value 1512549567; 0.01% of shares outstanding; change -0.04)
Holder of MCD: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 8505050 (value 2422323269; 0.01% of shares outstanding; change 0.03)
Holder of MCD: VANGUARD SPECIALIZED FUNDS-Vanguard Dividend Appreciation Index Fund
Shares held as of 2026-04-30: 3998161 (value 1058553145; 0.01% of shares outstanding; change 0.02)
Holder of MCD: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 9211433 (value 2488008109; 0.01% of shares outstanding; change 0.01)
Holder of MCD: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 9113453 (value 2412877905; 0.01% of shares outstanding; change 0.00)
Holder of MCD: SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones 
Shares held as of 2026-05-31: 5393811 (value 1483055231; 0.01% of shares outstanding; change 0.02)
Holder of MCD: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 8588264 (value 2361386012; 0.01% of shares outstanding; change 0.01)
Holder of MCD: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 9382825 (value 2484196838; 0.01% of shares outstanding; change 0.02)
Holder of MCD: SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-State Street SPDR Dow Jones 
Shares held as of 2026-06-30: 5097433 (value 1349596410; 0.01% of shares outstanding; change -0.05)
Holder of MCD: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 8587456 (value 2273614934; 0.01% of shares outstanding; change 0.00)
Holder of MCFT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 140379 (value 3269427; 0.01% of shares outstanding; change -0.01)
Holder of MCFT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 509017 (value 11855006; 0.03% of shares outstanding; change 0.00)
Holder of MCFT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 190719 (value 4407516; 0.01% of shares outstanding; change 0.00)
Holder of MCFT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 154244 (value 3564578; 0.01% of shares outstanding; change 0.01)
Holder of MCFT: Putnam Investment Funds-Putnam Small Cap Value Fund
Shares held as of 2026-02-28: 147924 (value 3590115; 0.01% of shares outstanding; change -0.12)
Holder of MCFT: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 190306 (value 4618726; 0.01% of shares outstanding; change 0.38)
Holder of MCFT: ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc
Shares held as of 2026-03-31: 236509 (value 5740073; 0.01% of shares outstanding; change 0.27)
Holder of MCFT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 168447 (value 4088208; 0.01% of shares outstanding; change -0.01)
Holder of MCFT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 582883 (value 14146570; 0.04% of shares outstanding; change 0.00)
Holder of MCFT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 384880 (value 8963855; 0.02% of shares outstanding; change 0.02)
Holder of MCFT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 133787 (value 3115899; 0.01% of shares outstanding; change -0.04)
Holder of MCFT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 309606 (value 6802043; 0.02% of shares outstanding; change -0.09)
Holder of MCFT: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 207378 (value 5033064; 0.01% of shares outstanding; change 0.09)
Holder of MCFT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 178081 (value 4322025; 0.01% of shares outstanding; change 0.01)
Holder of MCFT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 369898 (value 8548343; 0.02% of shares outstanding; change -0.04)
Holder of MCFT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 137926 (value 3187469; 0.01% of shares outstanding; change 0.03)
Holder of MCFT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 283737 (value 6557162; 0.02% of shares outstanding; change -0.08)
Holder of MCFT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 414551 (value 10061152; 0.03% of shares outstanding; change 0.01)
Holder of MCFT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 146574 (value 3557351; 0.01% of shares outstanding; change 0.01)
Holder of MCFT: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 263017 (value 6383422; 0.02% of shares outstanding; change -0.07)
Holder of MCGA: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2025-12-31: 219022 (value 2238404; 0.01% of shares outstanding; change 0.00)
Holder of MCGA: Principal Funds, Inc-Global Multi-Strategy Fund
Shares held as of 2026-02-28: 12308 (value 125910; 0.00% of shares outstanding; change 1.00)
Holder of MCGA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 12458 (value 127445; 0.00% of shares outstanding; change 0.00)
Holder of MCGA: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 262128 (value 2681569; 0.01% of shares outstanding; change 0.20)
Holder of MCGA: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 48371 (value 494835; 0.00% of shares outstanding; change 0.17)
Holder of MCGA: JNL Series Trust-JNL Multi-Manager Alternative Fund
Shares held as of 2026-03-31: 25388 (value 259719; 0.00% of shares outstanding; change 1.00)
Holder of MCGA: Merger Fund VL-The Merger Fund VL
Shares held as of 2026-03-31: 4522 (value 46260; 0.00% of shares outstanding; change 1.00)
Holder of MCGA: Merger Fund-The Merger Fund
Shares held as of 2026-03-31: 453704 (value 4641391; 0.03% of shares outstanding; change 1.00)
Holder of MCGA: Mosley Wealth Management
Shares held as of 2026-03-31: 137 (value 1401; 0.00% of shares outstanding; change 1.00)
Holder of MCGA: RiverPark Funds Trust-RiverPark Strategic Income Fund
Shares held as of 2026-03-31: 500000 (value 5105000; 0.03% of shares outstanding; change 1.00)
Holder of MCGA: TRT for Professional Managers-CrossingBridge Low Duration High Income 
Shares held as of 2026-03-31: 300000 (value 3068999; 0.02% of shares outstanding; change 1.00)
Holder of MCGA: Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund
Shares held as of 2026-03-31: 16336 (value 167117; 0.00% of shares outstanding; change 1.00)
Holder of MCGA: Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund
Shares held as of 2026-03-31: 24256 (value 248138; 0.00% of shares outstanding; change 1.00)
Holder of MCGA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 12458 (value 127196; 0.00% of shares outstanding; change 0.00)
Holder of MCGA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 12458 (value 127445; 0.00% of shares outstanding; change 0.00)
Holder of MCGA: RiverPark Funds Trust-RiverPark Strategic Income Fund
Shares held as of 2026-06-30: 500000 (value 5114999; 0.03% of shares outstanding; change 0.00)
Holder of MCHA.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 6250694 (value 195834242; 0.01% of shares outstanding; change 0.02)
Holder of MCHA.DE: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-01-31: 2685418 (value 84134145; 0.00% of shares outstanding; change -0.02)
Holder of MCHA.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 9703536 (value 304011782; 0.01% of shares outstanding; change 0.01)
Holder of MCHA.DE: AMERICAN FUNDS GLOBAL BALANCED FUND
Shares held as of 2026-03-31: 5722992 (value 179301338; 0.01% of shares outstanding; change 0.61)
Holder of MCHA.DE: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 7985510 (value 281010085; 0.01% of shares outstanding; change 0.00)
Holder of MCHA.DE: Capital Income Builder
Shares held as of 2026-03-31: 22275201 (value 697882045; 0.03% of shares outstanding; change 0.41)