speb/financial-data huggingface dataset:
Holder of MIAX: AIM Growth Series -Invesco Main Street Small Cap Fd.
Shares held as of 2026-03-31: 409345 (value 19341551; 0.00% of shares outstanding; change 0.41)
Holder of MIAX: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-03-31: 729898 (value 26750762; 0.01% of shares outstanding; change -0.02)
Holder of MIAX: JPMorgan Trust I-JPMorgan Small Cap Equity Fund
Shares held as of 2026-03-31: 714295 (value 30557539; 0.01% of shares outstanding; change 0.41)
Holder of MIAX: Listed Funds Trust-Horizon Kinetics Inflation Beneficiaries ETF
Shares held as of 2026-03-31: 910258 (value 38940836; 0.01% of shares outstanding; change 1.57)
Holder of MIAX: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2026-03-31: 765186 (value 32734656; 0.01% of shares outstanding; change 0.34)
Holder of MIAX: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 1408404 (value 60251521; 0.01% of shares outstanding; change 0.33)
Holder of MIAX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 751999 (value 32170516; 0.01% of shares outstanding; change 0.67)
Holder of MIAX: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 478402 (value 17533434; 0.01% of shares outstanding; change 0.65)
Holder of MIAX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1042078 (value 44580095; 0.01% of shares outstanding; change 0.67)
Holder of MIAX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 604588 (value 28566783; 0.01% of shares outstanding; change 0.06)
Holder of MIAX: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-04-30: 729898 (value 31225035; 0.01% of shares outstanding; change 0.00)
Holder of MIAX: Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND
Shares held as of 2026-04-30: 505985 (value 21646037; 0.01% of shares outstanding; change 0.37)
Holder of MIAX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 580980 (value 21292917; 0.01% of shares outstanding; change -0.04)
Holder of MIAX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 591592 (value 25308305; 0.01% of shares outstanding; change 0.02)
Holder of MICC: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2025-12-31: 4624116 (value 78933658; 0.01% of shares outstanding; change 1.00)
Holder of MICC: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2025-12-31: 5224269 (value 84633161; 0.01% of shares outstanding; change 1.00)
Holder of MICC: Longleaf Partners Funds Trust-Longleaf Partners Fund
Shares held as of 2025-12-31: 3418974 (value 55387381; 0.01% of shares outstanding; change 1.00)
Holder of MICC: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 4562227 (value 77877213; 0.01% of shares outstanding; change 1.00)
Holder of MICC: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 9612651 (value 157166847; 0.02% of shares outstanding; change 1.00)
Holder of MICC: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-01-31: 4030949 (value 68808298; 0.01% of shares outstanding; change 0.15)
Holder of MICC: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-01-31: 3215910 (value 52097744; 0.01% of shares outstanding; change 0.00)
Holder of MICC: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 7064246 (value 115500424; 0.01% of shares outstanding; change 1.00)
Holder of MICC: -Price (T.Rowe) International Core Equity Trust
Shares held as of 2026-03-31: 4409681 (value 78668709; 0.01% of shares outstanding; change 0.83)
Holder of MICC: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2026-03-31: 9868478 (value 176053649; 0.02% of shares outstanding; change 1.13)
Holder of MICC: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2026-03-31: 5224269 (value 93200959; 0.01% of shares outstanding; change 0.00)
Holder of MICC: FPA FUNDS TRUST-FPA Crescent Fund
Shares held as of 2026-03-31: 7335225 (value 130860415; 0.01% of shares outstanding; change 0.44)
Holder of MICC: Longleaf Partners Funds Trust-Longleaf Partners Fund
Shares held as of 2026-03-31: 4189322 (value 74737505; 0.01% of shares outstanding; change 0.23)
Holder of MICC: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-03-31: 7815422 (value 127782152; 0.01% of shares outstanding; change 0.94)
Holder of MICC: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-03-31: 5842201 (value 95519988; 0.01% of shares outstanding; change 0.82)
Holder of MICC: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 4683102 (value 83546540; 0.01% of shares outstanding; change 0.03)
Holder of MICC: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 12312089 (value 219647669; 0.02% of shares outstanding; change 0.28)
Holder of MICC: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-04-30: 8407739 (value 149994065; 0.01% of shares outstanding; change 0.08)
Holder of MICC: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-04-30: 5839986 (value 104185351; 0.01% of shares outstanding; change 0.00)
Holder of MICC: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 7066313 (value 126063024; 0.01% of shares outstanding; change 0.00)
Holder of MICC: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 3489091 (value 56523276; 0.01% of shares outstanding; change 0.01)
Holder of MICC.AS: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2025-12-31: 4624116 (value 68631129; 0.01% of shares outstanding; change 1.00)
Holder of MICC.AS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 4562227 (value 67712573; 0.01% of shares outstanding; change 1.00)
Holder of MICC.AS: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 9612651 (value 138056898; 0.02% of shares outstanding; change 1.00)
Holder of MICC.AS: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-01-31: 4030949 (value 59827345; 0.01% of shares outstanding; change 0.15)
Holder of MICC.AS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 7064246 (value 101456704; 0.01% of shares outstanding; change 1.00)
Holder of MICC.AS: -Price (T.Rowe) International Core Equity Trust
Shares held as of 2026-03-31: 4409681 (value 70651906; 0.01% of shares outstanding; change 0.83)
Holder of MICC.AS: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2026-03-31: 9868478 (value 158112748; 0.02% of shares outstanding; change 1.13)
Holder of MICC.AS: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2026-03-31: 5224269 (value 83703234; 0.01% of shares outstanding; change 0.00)
Holder of MICC.AS: FPA FUNDS TRUST-FPA Crescent Fund
Shares held as of 2026-03-31: 7335225 (value 117524970; 0.01% of shares outstanding; change 0.44)
Holder of MICC.AS: Longleaf Partners Funds Trust-Longleaf Partners Fund
Shares held as of 2026-03-31: 4189322 (value 67121314; 0.01% of shares outstanding; change 0.23)
Holder of MICC.AS: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-03-31: 7815422 (value 112245094; 0.01% of shares outstanding; change 0.94)
Holder of MICC.AS: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-03-31: 5842201 (value 83905693; 0.01% of shares outstanding; change 0.82)
Holder of MICC.AS: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 4683102 (value 75032657; 0.01% of shares outstanding; change 0.03)
Holder of MICC.AS: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 12312089 (value 197264282; 0.02% of shares outstanding; change 0.28)
Holder of MICC.AS: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-04-30: 8407739 (value 134708788; 0.01% of shares outstanding; change 0.08)
Holder of MICC.AS: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-04-30: 5839986 (value 93568251; 0.01% of shares outstanding; change 0.00)
Holder of MICC.AS: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 7066313 (value 113216462; 0.01% of shares outstanding; change 0.00)
Holder of MICC.L: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2025-12-31: 4624116 (value 5516570388; 0.01% of shares outstanding; change 1.00)
Holder of MICC.L: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2025-12-31: 5224269 (value 6232552917; 0.01% of shares outstanding; change 1.00)
Holder of MICC.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 4562227 (value 5442736811; 0.01% of shares outstanding; change 1.00)
Holder of MICC.L: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 9612651 (value 11890849287; 0.02% of shares outstanding; change 1.00)
Holder of MICC.L: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-01-31: 4030949 (value 4808922157; 0.01% of shares outstanding; change 0.15)
Holder of MICC.L: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-01-31: 3215910 (value 3836580630; 0.01% of shares outstanding; change 0.00)
Holder of MICC.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 7064246 (value 8738472302; 0.01% of shares outstanding; change 1.00)
Holder of MICC.L: -Price (T.Rowe) International Core Equity Trust
Shares held as of 2026-03-31: 4409681 (value 5931020945; 0.01% of shares outstanding; change 0.83)
Holder of MICC.L: -Price (T.Rowe) International Value Equity Trust
Shares held as of 2026-03-31: 9868478 (value 13273102910; 0.02% of shares outstanding; change 1.13)
Holder of MICC.L: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2026-03-31: 5224269 (value 7026641805; 0.01% of shares outstanding; change 0.00)
Holder of MICC.L: FPA FUNDS TRUST-FPA Crescent Fund
Shares held as of 2026-03-31: 7335225 (value 9865877625; 0.01% of shares outstanding; change 0.44)
Holder of MICC.L: Longleaf Partners Funds Trust-Longleaf Partners Fund
Shares held as of 2026-03-31: 4189322 (value 5634638090; 0.01% of shares outstanding; change 0.23)
Holder of MICC.L: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-03-31: 7815422 (value 9667677014; 0.01% of shares outstanding; change 0.94)
Holder of MICC.L: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-03-31: 5842201 (value 7226802637; 0.01% of shares outstanding; change 0.82)
Holder of MICC.L: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 4683102 (value 6298772190; 0.01% of shares outstanding; change 0.03)
Holder of MICC.L: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 12312089 (value 16559759705; 0.02% of shares outstanding; change 0.28)
Holder of MICC.L: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Intl Value Eqy. Fd.
Shares held as of 2026-04-30: 8407739 (value 11308408955; 0.01% of shares outstanding; change 0.08)
Holder of MICC.L: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-04-30: 5839986 (value 7854781170; 0.01% of shares outstanding; change 0.00)
Holder of MICC.L: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 7066313 (value 9504190985; 0.01% of shares outstanding; change 0.00)
Holder of MICC.L: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 3489091 (value 4162485563; 0.01% of shares outstanding; change 0.01)
Holder of MIDD: -Price (T.Rowe) Mid-Cap Value Equity Trust
Shares held as of 2025-12-31: 951640 (value 147513711; 0.02% of shares outstanding; change 0.19)
Holder of MIDD: J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd.
Shares held as of 2025-12-31: 903882 (value 140110743; 0.02% of shares outstanding; change 0.08)
Holder of MIDD: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 1516234 (value 235031424; 0.03% of shares outstanding; change 0.13)
Holder of MIDD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1028246 (value 159388406; 0.02% of shares outstanding; change -0.05)
Holder of MIDD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 663307 (value 102819214; 0.01% of shares outstanding; change -0.04)
Holder of MIDD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1409249 (value 218447679; 0.03% of shares outstanding; change -0.02)
Holder of MIDD: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2025-12-31: 915000 (value 141834144; 0.02% of shares outstanding; change -0.06)
Holder of MIDD: AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd.
Shares held as of 2026-01-31: 564029 (value 93995429; 0.01% of shares outstanding; change 0.44)
Holder of MIDD: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 734549 (value 122412586; 0.02% of shares outstanding; change 0.43)
Holder of MIDD: -Price (T.Rowe) Mid-Cap Value Equity Trust
Shares held as of 2026-03-31: 983772 (value 131707400; 0.02% of shares outstanding; change 0.03)
Holder of MIDD: Ariel Investment Trust-Ariel Fund
Shares held as of 2026-03-31: 568165 (value 76065932; 0.01% of shares outstanding; change 0.02)
Holder of MIDD: J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd.
Shares held as of 2026-03-31: 821485 (value 109980415; 0.02% of shares outstanding; change -0.09)
Holder of MIDD: T. Rowe Price Mid-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 1573102 (value 210606903; 0.03% of shares outstanding; change 0.04)
Holder of MIDD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1045271 (value 139940886; 0.02% of shares outstanding; change 0.02)
Holder of MIDD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 665645 (value 89116555; 0.01% of shares outstanding; change 0.00)
Holder of MIDD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1440495 (value 192853477; 0.03% of shares outstanding; change 0.02)
Holder of MIDD: AIM Sector Fd.s -INVESCO VALUE OPPORTUNITIES Fd.
Shares held as of 2026-04-30: 598200 (value 80087018; 0.01% of shares outstanding; change 0.06)
Holder of MIDD: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 770562 (value 102654270; 0.02% of shares outstanding; change 0.05)
Holder of MIDD: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 770562 (value 103162844; 0.02% of shares outstanding; change 0.05)
Holder of MIDD: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1565353 (value 260866067; 0.03% of shares outstanding; change 0.02)
Holder of MIDD: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1572110 (value 210474094; 0.03% of shares outstanding; change 0.00)
Holder of MIMI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 1379 (value 3833; 0.00% of shares outstanding; change 0.00)
Holder of MIMI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 13794 (value 38209; 0.01% of shares outstanding; change 9.00)
Holder of MIMI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 1379 (value 2702; 0.00% of shares outstanding; change -0.90)
Holder of MIN: SIT MUTUAL FUNDS INC-Sit Balanced Fund
Shares held as of 2026-03-31: 91833 (value 220399; 0.00% of shares outstanding; change 0.11)
Holder of MIN: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 1127178 (value 2761586; 0.01% of shares outstanding; change 0.08)
Holder of MIN: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 1095209 (value 2705166; 0.01% of shares outstanding; change -0.03)
Holder of MIN: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 1092797 (value 2622712; 0.01% of shares outstanding; change 0.00)
Holder of MIN.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1583030 (value 117666622; 0.01% of shares outstanding; change 0.02)
Holder of MIN.AX: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 281228 (value 18265757; 0.00% of shares outstanding; change 0.00)
Holder of MIN.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-01-31: 371800 (value 24148408; 0.00% of shares outstanding; change 0.03)
Holder of MIN.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 2446019 (value 158868926; 0.01% of shares outstanding; change 0.01)
Holder of MIN.AX: SCHWAB STRATEGIC TRUST-Schwab International Equity ETF
Shares held as of 2026-02-28: 365873 (value 19588840; 0.00% of shares outstanding; change 0.01)
Holder of MIN.AX: THORNBURG INVESTMENT TRUST-Thornburg Global Opportunities Fund
Shares held as of 2026-03-31: 592543 (value 31724752; 0.00% of shares outstanding; change 0.00)
Holder of MIN.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1624252 (value 86962453; 0.01% of shares outstanding; change 0.03)
Holder of MIN.AX: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 306502 (value 21902632; 0.00% of shares outstanding; change -0.28)
Holder of MIN.AX: GLOBAL X FUNDS-Global X Lithium & Battery Tech ETF
Shares held as of 2026-04-30: 918804 (value 65657732; 0.00% of shares outstanding; change -0.10)
Holder of MIN.AX: Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd.
Shares held as of 2026-04-30: 348730 (value 18671004; 0.00% of shares outstanding; change 1.00)
Holder of MIN.AX: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-04-30: 337483 (value 18068840; 0.00% of shares outstanding; change 0.43)
Holder of MIN.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 385654 (value 20647915; 0.00% of shares outstanding; change 0.04)
Holder of MIN.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2450589 (value 131204537; 0.01% of shares outstanding; change 0.00)
Holder of MIN.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1282775 (value 83316232; 0.01% of shares outstanding; change 0.00)
Holder of MIN.AX: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-04-30: 238171 (value 15469205; 0.00% of shares outstanding; change 0.00)
Holder of MIN.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 703029 (value 45661731; 0.00% of shares outstanding; change 0.00)
Holder of MIN.AX: GLOBAL X FUNDS-Global X Lithium & Battery Tech ETF
Shares held as of 2026-05-31: 999304 (value 56740479; 0.01% of shares outstanding; change -0.08)
Holder of MIN.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1292035 (value 69175555; 0.01% of shares outstanding; change 0.01)
Holder of MIN.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 701008 (value 37531968; 0.00% of shares outstanding; change 0.00)
Holder of MIN.AX: GLOBAL X FUNDS-Global X Lithium & Battery Tech ETF
Shares held as of 2026-06-30: 883414 (value 47297986; 0.00% of shares outstanding; change -0.12)
Holder of MIND: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 87744 (value 592272; 0.01% of shares outstanding; change 0.00)
Holder of MIND: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 147828 (value 997839; 0.02% of shares outstanding; change 46.67)
Holder of MIND: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 5734 (value 38704; 0.00% of shares outstanding; change 1.00)
Holder of MIND: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 12628 (value 64150; 0.00% of shares outstanding; change 0.00)
Holder of MIND: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-01-31: 10541 (value 53548; 0.00% of shares outstanding; change 0.00)
Holder of MIND: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-01-31: 10570 (value 53695; 0.00% of shares outstanding; change 0.00)
Holder of MIND: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 50102 (value 310632; 0.01% of shares outstanding; change 0.17)
Holder of MIND: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 13852 (value 85882; 0.00% of shares outstanding; change 0.22)
Holder of MIND: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 15022 (value 93136; 0.00% of shares outstanding; change 0.00)
Holder of MIND: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 98540 (value 546897; 0.01% of shares outstanding; change 0.12)
Holder of MIND: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 200114 (value 1110632; 0.02% of shares outstanding; change 0.35)
Holder of MIND: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2026-03-31: 5734 (value 31823; 0.00% of shares outstanding; change 0.00)
Holder of MIND: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 22488 (value 139425; 0.00% of shares outstanding; change 0.09)
Holder of MIND: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 12628 (value 70085; 0.00% of shares outstanding; change 0.00)
Holder of MIND: Dimensional ETF Trust-Dimensional US Core Equity 2 ETF
Shares held as of 2026-04-30: 10541 (value 58502; 0.00% of shares outstanding; change 0.00)
Holder of MIND: Dimensional ETF Trust-Dimensional US Small Cap Value ETF
Shares held as of 2026-04-30: 10570 (value 58663; 0.00% of shares outstanding; change 0.00)
Holder of MIND: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 49920 (value 253593; 0.01% of shares outstanding; change 0.00)
Holder of MIND: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 13852 (value 70368; 0.00% of shares outstanding; change 0.00)
Holder of MIND: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 15022 (value 76311; 0.00% of shares outstanding; change 0.00)
Holder of MIND: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 22636 (value 114990; 0.00% of shares outstanding; change 0.01)
Holder of MIND: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 48825 (value 270978; 0.01% of shares outstanding; change -0.02)
Holder of MIND: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 13852 (value 76878; 0.00% of shares outstanding; change 0.00)
Holder of MIND: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 15022 (value 83372; 0.00% of shares outstanding; change 0.00)
Holder of MIND: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 22340 (value 123987; 0.00% of shares outstanding; change -0.01)
Holder of MINE: INVESTMENT MANAGERS SERIES TRUST-EuroPac Gold Fund
Shares held as of 2026-01-31: 56500 (value 146334; 0.00% of shares outstanding; change 1.00)
Holder of MINE: INVESTMENT MANAGERS SERIES TRUST-EuroPac Gold Fund
Shares held as of 2026-04-30: 136500 (value 316679; 0.00% of shares outstanding; change 1.42)
Holder of MING.OL: Pear Tree Funds-Pear Tree Polaris Foreign Value Small Cap Fund
Shares held as of 2025-12-31: 446428 (value 84124893; 0.00% of shares outstanding; change 0.00)
Holder of MING.OL: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1167251 (value 219956781; 0.01% of shares outstanding; change 0.03)
Holder of MING.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 304304 (value 58012514; 0.00% of shares outstanding; change 0.00)
Holder of MING.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 446347 (value 85091591; 0.00% of shares outstanding; change 0.01)
Holder of MING.OL: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1756182 (value 334798535; 0.01% of shares outstanding; change 0.00)
Holder of MING.OL: Fidelity Investment Trust-Fidelity International Small Cap Fund
Shares held as of 2026-02-28: 1547100 (value 294939143; 0.01% of shares outstanding; change 0.00)
Holder of MING.OL: SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF
Shares held as of 2026-02-28: 260658 (value 50703195; 0.00% of shares outstanding; change 0.00)
Holder of MING.OL: Pear Tree Funds-Pear Tree Polaris Foreign Value Small Cap Fund
Shares held as of 2026-03-31: 446428 (value 85107033; 0.00% of shares outstanding; change 0.00)
Holder of MING.OL: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1190802 (value 231634810; 0.01% of shares outstanding; change 0.02)
Holder of MING.OL: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 352110 (value 67344556; 0.00% of shares outstanding; change 0.00)
Holder of MING.OL: Fidelity Investment Trust-Fidelity International Small Cap Fund
Shares held as of 2026-04-30: 1547100 (value 300941898; 0.01% of shares outstanding; change 0.00)
Holder of MING.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-04-30: 301766 (value 58699523; 0.00% of shares outstanding; change -0.01)
Holder of MING.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 454817 (value 88471004; 0.00% of shares outstanding; change 0.02)
Holder of MING.OL: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1793356 (value 348843616; 0.01% of shares outstanding; change 0.02)
Holder of MING.OL: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1324164 (value 252438624; 0.01% of shares outstanding; change 0.01)
Holder of MING.OL: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-04-30: 307380 (value 59791558; 0.00% of shares outstanding; change 0.00)
Holder of MING.OL: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 529782 (value 100997640; 0.00% of shares outstanding; change 0.01)
Holder of MING.OL: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 324709 (value 61902523; 0.00% of shares outstanding; change -0.08)
Holder of MING.OL: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1334354 (value 259558545; 0.01% of shares outstanding; change 0.01)
Holder of MING.OL: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 524736 (value 102071648; 0.00% of shares outstanding; change -0.01)
Holder of MING.OL: Pear Tree Funds-Pear Tree Polaris Foreign Value Small Cap Fund
Shares held as of 2026-06-30: 446428 (value 86839176; 0.00% of shares outstanding; change 0.00)
Holder of MIR: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 4494556 (value 82160486; 0.02% of shares outstanding; change -0.31)
Holder of MIR: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 2649248 (value 45249155; 0.01% of shares outstanding; change -0.35)
Holder of MIR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2675154 (value 48901816; 0.01% of shares outstanding; change 0.02)
Holder of MIR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 5341979 (value 97651379; 0.02% of shares outstanding; change -0.03)
Holder of MIR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 3444686 (value 62968862; 0.01% of shares outstanding; change -0.03)
Holder of MIR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 7356136 (value 134470171; 0.03% of shares outstanding; change 0.00)
Holder of MIR: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 5144830 (value 85095492; 0.02% of shares outstanding; change 0.03)
Holder of MIR: JANUS INVESTMENT FUND-Janus Henderson Triton Fund
Shares held as of 2026-03-31: 2755798 (value 45580901; 0.01% of shares outstanding; change -0.07)
Holder of MIR: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2026-03-31: 2482167 (value 41427368; 0.01% of shares outstanding; change 0.00)
Holder of MIR: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2026-03-31: 4590117 (value 75920539; 0.02% of shares outstanding; change 0.02)
Holder of MIR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2731760 (value 45183312; 0.01% of shares outstanding; change 0.02)
Holder of MIR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 5359264 (value 88642231; 0.02% of shares outstanding; change 0.00)
Holder of MIR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 3412847 (value 56448492; 0.01% of shares outstanding; change -0.01)
Holder of MIR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 7342940 (value 121452234; 0.03% of shares outstanding; change 0.00)
Holder of MIR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 5862126 (value 107159667; 0.02% of shares outstanding; change 0.00)
Holder of MIR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 14909647 (value 277468539; 0.06% of shares outstanding; change 0.01)
Holder of MIR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 5632856 (value 104827453; 0.02% of shares outstanding; change -0.04)
Holder of MIR: JANUS INVESTMENT FUND-Janus Henderson Triton Fund
Shares held as of 2026-05-31: 2693687 (value 50129516; 0.01% of shares outstanding; change -0.02)
Holder of MIR: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 14842338 (value 245492284; 0.06% of shares outstanding; change 0.00)
Holder of MIR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 5737211 (value 94893475; 0.02% of shares outstanding; change 0.02)
Holder of MIR: Professionally Managed Portfolios-Congress Small Cap Growth Fund
Shares held as of 2026-06-30: 2725000 (value 45071502; 0.01% of shares outstanding; change 0.24)
Holder of MIRA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 356689 (value 378090; 0.01% of shares outstanding; change 1.94)
Holder of MIRA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 75772 (value 80318; 0.00% of shares outstanding; change 18.38)
Holder of MIRA: VANGUARD VALLEY FORGE FUNDS-Vanguard Balanced Index Fund
Shares held as of 2025-12-31: 34247 (value 36301; 0.00% of shares outstanding; change 1.00)
Holder of MIRA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 140381 (value 140381; 0.00% of shares outstanding; change -0.11)
Holder of MIRA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 9455 (value 9455; 0.00% of shares outstanding; change 0.00)
Holder of MIRA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 42049 (value 42049; 0.00% of shares outstanding; change 0.11)
Holder of MIRA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 35895 (value 35895; 0.00% of shares outstanding; change 0.00)
Holder of MIRA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 356689 (value 314528; 0.01% of shares outstanding; change 0.00)
Holder of MIRA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 337223 (value 297363; 0.01% of shares outstanding; change 3.45)
Holder of MIRA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 139870 (value 133212; 0.00% of shares outstanding; change 0.00)
Holder of MIRA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 19705 (value 18767; 0.00% of shares outstanding; change 1.08)
Holder of MIRA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 42049 (value 40047; 0.00% of shares outstanding; change 0.00)
Holder of MIRA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 35895 (value 34186; 0.00% of shares outstanding; change 0.00)
Holder of MIRA: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 139870 (value 123337; 0.00% of shares outstanding; change 0.00)
Holder of MIRA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 19705 (value 17375; 0.00% of shares outstanding; change 0.00)
Holder of MIRA: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 42049 (value 37078; 0.00% of shares outstanding; change 0.00)
Holder of MIRA: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 35895 (value 31652; 0.00% of shares outstanding; change 0.00)
Holder of MIRM: MUTUAL FUND SERIES TRUST-Eventide Gilead Fund
Shares held as of 2025-12-31: 1309135 (value 132877202; 0.02% of shares outstanding; change -0.08)
Holder of MIRM: MUTUAL FUND SERIES TRUST-Eventide Healthcare & Life Sciences Fund
Shares held as of 2025-12-31: 770383 (value 72015405; 0.01% of shares outstanding; change -0.29)
Holder of MIRM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1349769 (value 137001553; 0.02% of shares outstanding; change 0.00)
Holder of MIRM: Legg Mason Partners Investment Trust-ClearBridge Small Cap Growth Fund
Shares held as of 2026-01-31: 544097 (value 55225845; 0.01% of shares outstanding; change -0.21)
Holder of MIRM: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 648517 (value 60623371; 0.01% of shares outstanding; change 14.55)
Holder of MIRM: JANUS INVESTMENT FUND-Janus Henderson Global Life Sciences Fund
Shares held as of 2026-03-31: 685482 (value 77480029; 0.01% of shares outstanding; change 0.00)
Holder of MIRM: JANUS INVESTMENT FUND-Janus Henderson Triton Fund
Shares held as of 2026-03-31: 778947 (value 88044378; 0.01% of shares outstanding; change -0.02)
Holder of MIRM: MUTUAL FUND SERIES TRUST-Eventide Gilead Fund
Shares held as of 2026-03-31: 709135 (value 80153528; 0.01% of shares outstanding; change -0.46)
Holder of MIRM: MUTUAL FUND SERIES TRUST-Eventide Healthcare & Life Sciences Fund
Shares held as of 2026-03-31: 690846 (value 78086322; 0.01% of shares outstanding; change -0.10)
Holder of MIRM: SmallCap World Fund Inc
Shares held as of 2026-03-31: 724415 (value 81880626; 0.01% of shares outstanding; change 1.00)
Holder of MIRM: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 661539 (value 74773752; 0.01% of shares outstanding; change 1.00)
Holder of MIRM: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1825448 (value 206330385; 0.03% of shares outstanding; change 0.35)
Holder of MIRM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1028481 (value 104390821; 0.02% of shares outstanding; change 0.04)
Holder of MIRM: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 1034817 (value 111522224; 0.02% of shares outstanding; change 0.60)
Holder of MIRM: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 1032295 (value 111250428; 0.02% of shares outstanding; change 0.12)
Holder of MIRM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 991014 (value 106801575; 0.02% of shares outstanding; change -0.04)
Holder of MIRM: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-05-31: 1305682 (value 147581234; 0.02% of shares outstanding; change 0.26)
Holder of MIRM: JANUS INVESTMENT FUND-Janus Henderson Triton Fund
Shares held as of 2026-05-31: 761390 (value 82054997; 0.01% of shares outstanding; change -0.02)
Holder of MIRM: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 1022065 (value 121779046; 0.02% of shares outstanding; change -0.01)
Holder of MIRM: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1009906 (value 114149673; 0.02% of shares outstanding; change 0.02)
Holder of MIRM: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 1055296 (value 119280105; 0.02% of shares outstanding; change 0.03)
Holder of MIST: Blackstone Alternative Investment Fd.s-Blackstone Alternative Multi-St
Shares held as of 2026-03-31: 13600 (value 15775; 0.00% of shares outstanding; change 0.32)
Holder of MIST: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 40789 (value 50170; 0.00% of shares outstanding; change -0.45)
Holder of MIST: Simplify Exchange Traded Funds-Simplify Propel Opportunities ETF
Shares held as of 2026-03-31: 1506405 (value 1747429; 0.01% of shares outstanding; change 0.00)
Holder of MIST: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 40789 (value 53025; 0.00% of shares outstanding; change 0.00)
Holder of MIST: Invesco Exch-Trd Fd. TRT II-Invesco NASDAQ Future Gen 200 ETF
Shares held as of 2026-04-30: 42796 (value 55634; 0.00% of shares outstanding; change 0.03)
Holder of MIST: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-04-30: 22676 (value 29478; 0.00% of shares outstanding; change 0.02)
Holder of MIST: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 40789 (value 47315; 0.00% of shares outstanding; change 0.00)
Holder of MIST: Invesco Exch-Trd Fd. TRT II-Invesco NASDAQ Future Gen 200 ETF
Shares held as of 2026-05-31: 44936 (value 53249; 0.00% of shares outstanding; change 0.05)
Holder of MIST: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-05-31: 22216 (value 25770; 0.00% of shares outstanding; change -0.02)
Holder of MITK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 494579 (value 8496867; 0.01% of shares outstanding; change -0.03)
Holder of MITK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1347395 (value 23148246; 0.03% of shares outstanding; change 0.00)
Holder of MITK: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 1821879 (value 31436520; 0.04% of shares outstanding; change 0.00)
Holder of MITK: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 487730 (value 8415780; 0.01% of shares outstanding; change 0.03)
Holder of MITK: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 289511 (value 4995512; 0.01% of shares outstanding; change -0.12)
Holder of MITK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 435001 (value 7505941; 0.01% of shares outstanding; change 0.01)
Holder of MITK: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 1145548 (value 19325395; 0.03% of shares outstanding; change 0.03)
Holder of MITK: IMPAX FUNDS SERIES TRUST I-Impax Small Cap Fund
Shares held as of 2026-03-31: 1433524 (value 24183551; 0.03% of shares outstanding; change 0.13)
Holder of MITK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 505216 (value 8522994; 0.01% of shares outstanding; change 0.02)
Holder of MITK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1347395 (value 22730554; 0.03% of shares outstanding; change 0.00)
Holder of MITK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1086686 (value 18669265; 0.02% of shares outstanding; change 0.00)
Holder of MITK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 301551 (value 5180646; 0.01% of shares outstanding; change -0.02)
Holder of MITK: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 1986370 (value 37681437; 0.04% of shares outstanding; change 0.09)
Holder of MITK: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 1986370 (value 33510063; 0.04% of shares outstanding; change 0.09)
Holder of MITK: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 505530 (value 8528291; 0.01% of shares outstanding; change 0.04)
Holder of MITK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 439933 (value 7421670; 0.01% of shares outstanding; change 0.01)
Holder of MITK: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-04-30: 535300 (value 9030511; 0.01% of shares outstanding; change 1.00)
Holder of MITK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1044237 (value 18018308; 0.02% of shares outstanding; change -0.04)
Holder of MITK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 298111 (value 5143905; 0.01% of shares outstanding; change -0.01)
Holder of MITK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1071961 (value 18083982; 0.02% of shares outstanding; change 0.03)
Holder of MITK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 309745 (value 5225398; 0.01% of shares outstanding; change 0.04)
Holder of MITQ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 112222 (value 68567; 0.01% of shares outstanding; change 0.00)
Holder of MITQ: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 13100 (value 6680; 0.00% of shares outstanding; change 0.00)
Holder of MITQ: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 70317 (value 42190; 0.01% of shares outstanding; change 0.89)
Holder of MITQ: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 9820 (value 5892; 0.00% of shares outstanding; change 0.00)
Holder of MITQ: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 112222 (value 57233; 0.01% of shares outstanding; change 0.00)
Holder of MITQ: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 70061 (value 37797; 0.01% of shares outstanding; change 0.00)
Holder of MITQ: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 8052 (value 4344; 0.00% of shares outstanding; change -0.18)
Holder of MITQ: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 70061 (value 35731; 0.01% of shares outstanding; change 0.00)
Holder of MITQ: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 8052 (value 4106; 0.00% of shares outstanding; change 0.00)
Holder of MITT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 360277 (value 2781338; 0.01% of shares outstanding; change 0.10)
Holder of MITT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 853553 (value 6589428; 0.03% of shares outstanding; change 0.00)
Holder of MITT: Target Portfolio Trust-PGIM Quant Solutions Small-Cap Value Fund
Shares held as of 2026-01-31: 141900 (value 1126686; 0.00% of shares outstanding; change 0.00)
Holder of MITT: ETF Series Solutions-Hoya Capital High Dividend Yield ETF
Shares held as of 2026-02-28: 143691 (value 1038885; 0.00% of shares outstanding; change -0.10)
Holder of MITT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 277761 (value 2205422; 0.01% of shares outstanding; change 0.01)
Holder of MITT: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 142309 (value 1028894; 0.00% of shares outstanding; change 0.04)
Holder of MITT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 213040 (value 1636147; 0.01% of shares outstanding; change 0.28)
Holder of MITT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 360277 (value 2604802; 0.01% of shares outstanding; change 0.00)
Holder of MITT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 870521 (value 6293866; 0.03% of shares outstanding; change 0.02)
Holder of MITT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 763181 (value 5891757; 0.02% of shares outstanding; change 0.02)
Holder of MITT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 253394 (value 1956201; 0.01% of shares outstanding; change 0.00)
Holder of MITT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 201778 (value 1602117; 0.01% of shares outstanding; change -0.05)
Holder of MITT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 286715 (value 2072949; 0.01% of shares outstanding; change 0.03)
Holder of MITT: Goldman Sachs Trust-Goldman Sachs Small Cap Value Insights Fund
Shares held as of 2026-04-30: 227166 (value 1642410; 0.01% of shares outstanding; change 1.00)
Holder of MITT: iShares Trust-iShares Mortgage Real Estate ETF
Shares held as of 2026-04-30: 336883 (value 2674851; 0.01% of shares outstanding; change 0.00)
Holder of MITT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 733217 (value 5821743; 0.02% of shares outstanding; change -0.04)
Holder of MITT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 250499 (value 1988962; 0.01% of shares outstanding; change -0.01)
Holder of MITT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 177321 (value 1282030; 0.01% of shares outstanding; change -0.12)
Holder of MITT: iShares Trust-iShares Mortgage Real Estate ETF
Shares held as of 2026-05-31: 343270 (value 2481842; 0.01% of shares outstanding; change 0.02)
Holder of MITT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 739929 (value 5349686; 0.02% of shares outstanding; change 0.01)
Holder of MITT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 252622 (value 1826457; 0.01% of shares outstanding; change 0.01)
Holder of MIY: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 7071 (value 85488; 0.00% of shares outstanding; change -0.85)
Holder of MIY: RiverNorth Flexible Municipal Income Fund Inc.
Shares held as of 2025-12-31: 1416 (value 17119; 0.00% of shares outstanding; change -0.86)
Holder of MIY: RiverNorth Managed Duration Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 2490 (value 30104; 0.00% of shares outstanding; change -0.85)