speb/financial-data huggingface dataset:
Holder of MX: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 1053873 (value 6070308; 0.03% of shares outstanding; change 0.03)
Holder of MX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 55347 (value 318798; 0.00% of shares outstanding; change -0.30)
Holder of MX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 98629 (value 568103; 0.00% of shares outstanding; change -0.10)
Holder of MX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 130444 (value 751357; 0.00% of shares outstanding; change -0.41)
Holder of MX: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-01-31: 120380 (value 693388; 0.00% of shares outstanding; change 0.14)
Holder of MX: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 136077 (value 783803; 0.00% of shares outstanding; change -0.41)
Holder of MX: Bridgeway Funds, Inc.-Ultra-Small Company Fund
Shares held as of 2026-03-31: 187754 (value 657139; 0.01% of shares outstanding; change -0.44)
Holder of MX: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 40000 (value 140000; 0.00% of shares outstanding; change -0.38)
Holder of MX: Columbia Fd.s Varbl Insurance TRT-Columbia Varbl PORT. - Small Cap Val
Shares held as of 2026-03-31: 235318 (value 823613; 0.01% of shares outstanding; change 0.06)
Holder of MX: VANGUARD HORIZON FUNDS-Vanguard Strategic Small-Cap Equity Fund
Shares held as of 2026-03-31: 239694 (value 838929; 0.01% of shares outstanding; change 0.00)
Holder of MX: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-04-30: 62149 (value 430692; 0.00% of shares outstanding; change -0.05)
Holder of MX: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 1178240 (value 4123840; 0.03% of shares outstanding; change 0.12)
Holder of MX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-04-30: 91105 (value 318867; 0.00% of shares outstanding; change 0.65)
Holder of MX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 156700 (value 548450; 0.00% of shares outstanding; change 0.59)
Holder of MX: Dimensional ETF Trust-Dimensional U.S. Small Cap ETF
Shares held as of 2026-04-30: 120380 (value 421330; 0.00% of shares outstanding; change 0.00)
Holder of MX: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-05-31: 58360 (value 336153; 0.00% of shares outstanding; change -0.06)
Holder of MX: SPDR INDEX SHARES Fd.S-State Street SPDR S&P Intl Small Cap ETF
Shares held as of 2026-05-31: 28251 (value 98878; 0.00% of shares outstanding; change -0.02)
Holder of MX: American Century ETF Trust-Avantis U.S. Small Cap Equity ETF
Shares held as of 2026-06-30: 66374 (value 232309; 0.00% of shares outstanding; change 0.14)
Holder of MX.TO: Pear Tree Funds-Pear Tree Polaris Foreign Value Fund
Shares held as of 2025-12-31: 531793 (value 45048184; 0.01% of shares outstanding; change -0.20)
Holder of MX.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 632746 (value 53599913; 0.01% of shares outstanding; change 0.16)
Holder of MX.TO: AMERICAN BEACON SELECT FUNDS-American Beacon GLG Natural Resources ETF
Shares held as of 2026-01-31: 296001 (value 22111273; 0.00% of shares outstanding; change 0.35)
Holder of MX.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 388024 (value 28985391; 0.01% of shares outstanding; change 0.00)
Holder of MX.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 260688 (value 19473392; 0.00% of shares outstanding; change -0.14)
Holder of MX.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-01-31: 339111 (value 25331590; 0.00% of shares outstanding; change 0.00)
Holder of MX.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 960181 (value 71725517; 0.01% of shares outstanding; change 0.13)
Holder of MX.TO: Vanguard Explorer Fund
Shares held as of 2026-01-31: 1907029 (value 142455060; 0.02% of shares outstanding; change 1.00)
Holder of MX.TO: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-03-31: 616119 (value 52191439; 0.01% of shares outstanding; change -0.29)
Holder of MX.TO: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-03-31: 1361902 (value 113187676; 0.02% of shares outstanding; change 1.00)
Holder of MX.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 650425 (value 51201456; 0.01% of shares outstanding; change 0.03)
Holder of MX.TO: Victory Portfolios-Victory Trivalent International Small-Cap Fund
Shares held as of 2026-03-31: 531631 (value 41849992; 0.01% of shares outstanding; change 0.00)
Holder of MX.TO: AMERICAN BEACON SELECT FUNDS-American Beacon GLG Natural Resources ETF
Shares held as of 2026-04-30: 472159 (value 37168357; 0.01% of shares outstanding; change 0.60)
Holder of MX.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 380731 (value 31642553; 0.00% of shares outstanding; change 0.22)
Holder of MX.TO: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 388024 (value 30545249; 0.01% of shares outstanding; change 0.00)
Holder of MX.TO: DFA INVESTMENT TRUST CO-The Canadian Small Company Series
Shares held as of 2026-04-30: 339111 (value 26694818; 0.00% of shares outstanding; change 0.00)
Holder of MX.TO: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-04-30: 1600161 (value 119532021; 0.02% of shares outstanding; change 0.17)
Holder of MX.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 980733 (value 77203302; 0.01% of shares outstanding; change 0.02)
Holder of MX.TO: Vanguard Explorer Fund
Shares held as of 2026-04-30: 2079003 (value 163659118; 0.03% of shares outstanding; change 0.09)
Holder of MX.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 396891 (value 29647756; 0.01% of shares outstanding; change 0.04)
Holder of MX.TO: John Hancock Investment Trust-Disciplined Value Global Long/Short Fund
Shares held as of 2026-05-31: 448669 (value 35319224; 0.01% of shares outstanding; change 0.79)
Holder of MX.TO: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-05-31: 1600161 (value 125964675; 0.02% of shares outstanding; change 0.00)
Holder of MX.TO: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 382279 (value 30093003; 0.00% of shares outstanding; change -0.04)
Holder of MX4A.DE: Columbia Funds Series Trust I-Columbia Dividend Income Fund
Shares held as of 2026-02-28: 2249725 (value 498201594; 0.01% of shares outstanding; change -0.03)
Holder of MX4A.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 4605101 (value 1054568129; 0.01% of shares outstanding; change 0.00)
Holder of MX4A.DE: Income Fund of America
Shares held as of 2026-03-31: 4138465 (value 947708485; 0.01% of shares outstanding; change 0.00)
Holder of MX4A.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 9162844 (value 2029111775; 0.03% of shares outstanding; change 0.01)
Holder of MX4A.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 11389192 (value 2522136533; 0.03% of shares outstanding; change 0.00)
Holder of MX4A.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 3316941 (value 734536574; 0.01% of shares outstanding; change 0.00)
Holder of MX4A.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 3033203 (value 694603487; 0.01% of shares outstanding; change 0.28)
Holder of MX4A.DE: Income Fund of America
Shares held as of 2026-04-30: 4138465 (value 916463061; 0.01% of shares outstanding; change 0.00)
Holder of MX4A.DE: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-04-30: 2522589 (value 577672881; 0.01% of shares outstanding; change 0.03)
Holder of MX4A.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 4304700 (value 985776300; 0.01% of shares outstanding; change 0.03)
Holder of MX4A.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 4664138 (value 1068087602; 0.01% of shares outstanding; change 0.01)
Holder of MX4A.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 4614569 (value 1021896290; 0.01% of shares outstanding; change 0.00)
Holder of MX4A.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 4750658 (value 1052033199; 0.01% of shares outstanding; change 0.02)
Holder of MX4A.DE: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-06-30: 2466724 (value 546256022; 0.01% of shares outstanding; change 0.02)
Holder of MX4A.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 4379520 (value 969844690; 0.01% of shares outstanding; change 0.01)
Holder of MX4A.DE: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 2366168 (value 523987896; 0.01% of shares outstanding; change -0.22)
Holder of MXC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 12016 (value 105140; 0.01% of shares outstanding; change 0.00)
Holder of MXC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 43651 (value 381946; 0.02% of shares outstanding; change 0.00)
Holder of MXC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio
Shares held as of 2026-01-31: 4333 (value 34422; 0.00% of shares outstanding; change 0.00)
Holder of MXC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 11067 (value 87919; 0.01% of shares outstanding; change 0.00)
Holder of MXC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 4558 (value 36210; 0.00% of shares outstanding; change 0.00)
Holder of MXC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 1995 (value 15848; 0.00% of shares outstanding; change 0.00)
Holder of MXC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Vector Equity Portfolio
Shares held as of 2026-01-31: 4035 (value 32055; 0.00% of shares outstanding; change 0.00)
Holder of MXC: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 4723 (value 37520; 0.00% of shares outstanding; change 0.00)
Holder of MXC: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 8000 (value 73243; 0.00% of shares outstanding; change 0.00)
Holder of MXC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 3751 (value 33444; 0.00% of shares outstanding; change -0.26)
Holder of MXC: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 12016 (value 110011; 0.01% of shares outstanding; change 0.00)
Holder of MXC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 43651 (value 399642; 0.02% of shares outstanding; change 0.00)
Holder of MXC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 1 Portfolio
Shares held as of 2026-04-30: 3224 (value 29517; 0.00% of shares outstanding; change -0.26)
Holder of MXC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 11067 (value 101322; 0.01% of shares outstanding; change 0.00)
Holder of MXC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 4558 (value 41730; 0.00% of shares outstanding; change 0.00)
Holder of MXC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 1995 (value 18265; 0.00% of shares outstanding; change 0.00)
Holder of MXC: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Vector Equity Portfolio
Shares held as of 2026-04-30: 4035 (value 36942; 0.00% of shares outstanding; change 0.00)
Holder of MXC: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 4858 (value 44476; 0.00% of shares outstanding; change 0.03)
Holder of MXC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 3737 (value 29687; 0.00% of shares outstanding; change 0.00)
Holder of MXC: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 3737 (value 34213; 0.00% of shares outstanding; change 0.00)
Holder of MXCT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1165708 (value 1410506; 0.01% of shares outstanding; change 0.00)
Holder of MXCT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2742125 (value 3317971; 0.03% of shares outstanding; change 0.00)
Holder of MXCT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 984382 (value 1161570; 0.01% of shares outstanding; change 0.00)
Holder of MXCT: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 498608 (value 538496; 0.00% of shares outstanding; change 0.01)
Holder of MXCT: VANGUARD WORLD FUND-Vanguard Health Care Index Fund
Shares held as of 2026-02-28: 304528 (value 328890; 0.00% of shares outstanding; change -0.01)
Holder of MXCT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 395467 (value 450832; 0.00% of shares outstanding; change 0.00)
Holder of MXCT: MORGAN STANLEY INSTITUTIONAL FUND INC-Inception Portfolio
Shares held as of 2026-03-31: 347433 (value 375227; 0.00% of shares outstanding; change 0.00)
Holder of MXCT: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1165708 (value 1258964; 0.01% of shares outstanding; change 0.00)
Holder of MXCT: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2742125 (value 2961495; 0.03% of shares outstanding; change 0.00)
Holder of MXCT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 260800 (value 297311; 0.00% of shares outstanding; change -0.01)
Holder of MXCT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2531359 (value 3062944; 0.02% of shares outstanding; change 0.02)
Holder of MXCT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 883647 (value 1069212; 0.01% of shares outstanding; change 0.00)
Holder of MXCT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 394028 (value 464953; 0.00% of shares outstanding; change 0.00)
Holder of MXCT: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 981722 (value 1060259; 0.01% of shares outstanding; change 0.00)
Holder of MXCT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 262516 (value 309768; 0.00% of shares outstanding; change 0.01)
Holder of MXCT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2432387 (value 2870216; 0.02% of shares outstanding; change -0.04)
Holder of MXCT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 873567 (value 1030809; 0.01% of shares outstanding; change -0.01)
Holder of MXCT: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 394028 (value 425550; 0.00% of shares outstanding; change 0.00)
Holder of MXCT: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 259084 (value 279810; 0.00% of shares outstanding; change -0.01)
Holder of MXCT: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2455495 (value 2651934; 0.02% of shares outstanding; change 0.01)
Holder of MXCT: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 880959 (value 951435; 0.01% of shares outstanding; change 0.01)
Holder of MXE: HC Capital Trust-The Emerging Markets Portfolio
Shares held as of 2025-12-31: 39134 (value 539266; 0.01% of shares outstanding; change 0.00)
Holder of MXE: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 100100 (value 1316314; 0.02% of shares outstanding; change 0.00)
Holder of MXE: Exchange Listed Funds Trust-Saba Closed-End Funds ETF
Shares held as of 2026-02-28: 1943 (value 25421; 0.00% of shares outstanding; change 0.00)
Holder of MXE: HC Capital Trust-The Emerging Markets Portfolio
Shares held as of 2026-03-31: 39134 (value 512017; 0.01% of shares outstanding; change 0.00)
Holder of MXE: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 409 (value 5351; 0.00% of shares outstanding; change 1.00)
Holder of MXE: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 1107 (value 14483; 0.00% of shares outstanding; change 1.00)
Holder of MXE: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 100100 (value 1309678; 0.02% of shares outstanding; change 0.00)
Holder of MXE: Starboard Investment Trust-Matisse Discounted Closed-End Fund Strategy
Shares held as of 2026-03-31: 132000 (value 1727048; 0.03% of shares outstanding; change 0.00)
Holder of MXF: HC Capital Trust-The Emerging Markets Portfolio
Shares held as of 2025-12-31: 110082 (value 2450425; 0.01% of shares outstanding; change 0.00)
Holder of MXF: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 1009 (value 21592; 0.00% of shares outstanding; change -0.21)
Holder of MXF: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 1009 (value 22460; 0.00% of shares outstanding; change -0.21)
Holder of MXF: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 2273 (value 50596; 0.00% of shares outstanding; change -0.04)
Holder of MXF: Special Opportunities Fund, Inc.
Shares held as of 2025-12-31: 88965 (value 1903850; 0.01% of shares outstanding; change 1.91)
Holder of MXF: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-01-31: 19778 (value 431358; 0.00% of shares outstanding; change 0.39)
Holder of MXF: Exchange Listed Funds Trust-Saba Closed-End Funds ETF
Shares held as of 2026-02-28: 226409 (value 4797606; 0.02% of shares outstanding; change 0.19)
Holder of MXF: HC Capital Trust-The Emerging Markets Portfolio
Shares held as of 2026-03-31: 110082 (value 2332637; 0.01% of shares outstanding; change 0.00)
Holder of MXF: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 582 (value 12332; 0.00% of shares outstanding; change -0.42)
Holder of MXF: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 1575 (value 33374; 0.00% of shares outstanding; change -0.31)
Holder of MXF: Special Opportunities Fund, Inc.
Shares held as of 2026-03-31: 106085 (value 2247941; 0.01% of shares outstanding; change 0.19)
Holder of MXF: Starboard Investment Trust-Matisse Discounted Closed-End Fund Strategy
Shares held as of 2026-03-31: 130000 (value 2754700; 0.01% of shares outstanding; change 0.00)
Holder of MXF: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-04-30: 21806 (value 462069; 0.00% of shares outstanding; change 0.10)
Holder of MXL: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2025-12-31: 1140597 (value 105995679; 0.02% of shares outstanding; change 0.20)
Holder of MXL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1886325 (value 175296182; 0.03% of shares outstanding; change 0.01)
Holder of MXL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2607704 (value 242333933; 0.04% of shares outstanding; change 0.09)
Holder of MXL: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-02-28: 4586449 (value 442317152; 0.08% of shares outstanding; change 0.00)
Holder of MXL: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 2056024 (value 147190750; 0.04% of shares outstanding; change 0.03)
Holder of MXL: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2026-03-31: 1293517 (value 92602877; 0.02% of shares outstanding; change 0.13)
Holder of MXL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 907615 (value 64976154; 0.02% of shares outstanding; change 0.02)
Holder of MXL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 1058667 (value 75789966; 0.02% of shares outstanding; change 1.00)
Holder of MXL: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1894375 (value 135618299; 0.03% of shares outstanding; change 0.00)
Holder of MXL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2607704 (value 186685519; 0.04% of shares outstanding; change 0.00)
Holder of MXL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2004016 (value 186233207; 0.03% of shares outstanding; change -0.01)
Holder of MXL: Fidelity Covington Trust-Fidelity Enhanced Small Cap ETF
Shares held as of 2026-04-30: 937654 (value 87136186; 0.02% of shares outstanding; change -0.12)
Holder of MXL: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-04-30: 2594758 (value 185758715; 0.04% of shares outstanding; change -0.43)
Holder of MXL: Invesco Exchange-Traded Fund Trust-Invesco Semiconductors ETF
Shares held as of 2026-04-30: 2251457 (value 190158056; 0.04% of shares outstanding; change 0.10)
Holder of MXL: SPDR SERIES TRUST-State Street SPDR S&P Semiconductor ETF
Shares held as of 2026-04-30: 2106933 (value 177951559; 0.04% of shares outstanding; change 0.04)
Holder of MXL: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 4953218 (value 439647640; 0.08% of shares outstanding; change 0.02)
Holder of MXL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1925701 (value 185714609; 0.03% of shares outstanding; change -0.04)
Holder of MXL: Invesco Exchange-Traded Fund Trust-Invesco Semiconductors ETF
Shares held as of 2026-05-31: 2567256 (value 184431661; 0.04% of shares outstanding; change 0.14)
Holder of MXL: SPDR SERIES TRUST-State Street SPDR S&P Semiconductor ETF
Shares held as of 2026-05-31: 2240512 (value 204558752; 0.04% of shares outstanding; change 0.06)
Holder of MXL: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 4930308 (value 352960731; 0.08% of shares outstanding; change 0.00)
Holder of MXL: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1954625 (value 139931596; 0.03% of shares outstanding; change 0.02)
Holder of MXL: SPDR SERIES TRUST-State Street SPDR S&P Semiconductor ETF
Shares held as of 2026-06-30: 1018527 (value 72916344; 0.02% of shares outstanding; change -0.55)
Holder of MY8.DE: -Victory Pioneer Fund
Shares held as of 2026-03-31: 569496 (value 174664430; 0.01% of shares outstanding; change -0.08)
Holder of MY8.DE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 684384 (value 209900581; 0.01% of shares outstanding; change 0.04)
Holder of MY8.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 814216 (value 249720057; 0.01% of shares outstanding; change 0.01)
Holder of MY8.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1455364 (value 446360156; 0.02% of shares outstanding; change 0.02)
Holder of MY8.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2002008 (value 614015878; 0.03% of shares outstanding; change 0.02)
Holder of MY8.DE: Manager Directed Portfolios-Hood River Small-Cap Growth Fund
Shares held as of 2026-04-30: 721111 (value 221164752; 0.01% of shares outstanding; change 0.00)
Holder of MY8.DE: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-05-31: 1101649 (value 337875761; 0.01% of shares outstanding; change 0.03)
Holder of MY8.DE: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-05-31: 578777 (value 166687776; 0.01% of shares outstanding; change 0.02)
Holder of MY8.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 2080834 (value 638191813; 0.03% of shares outstanding; change 0.00)
Holder of MY8.DE: GLOBAL X FUNDS-Global X US Infrastructure Development ETF
Shares held as of 2026-06-30: 601193 (value 184385900; 0.01% of shares outstanding; change 0.04)
Holder of MY8.DE: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 474063 (value 145395127; 0.01% of shares outstanding; change 0.03)
Holder of MYE: Brighthouse Funds Trust I-Brighthouse Small Cap Value Portfolio
Shares held as of 2025-12-31: 315484 (value 7193034; 0.01% of shares outstanding; change 0.02)
Holder of MYE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 406224 (value 9261906; 0.01% of shares outstanding; change -0.04)
Holder of MYE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1166130 (value 26587763; 0.03% of shares outstanding; change 0.02)
Holder of MYE: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 353860 (value 9897463; 0.01% of shares outstanding; change -0.12)
Holder of MYE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 362902 (value 10150368; 0.01% of shares outstanding; change 0.01)
Holder of MYE: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-03-31: 1464240 (value 34731771; 0.04% of shares outstanding; change -0.03)
Holder of MYE: Brighthouse Funds Trust I-Brighthouse Small Cap Value Portfolio
Shares held as of 2026-03-31: 323067 (value 10050614; 0.01% of shares outstanding; change 0.02)
Holder of MYE: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 1730000 (value 54391200; 0.05% of shares outstanding; change 0.00)
Holder of MYE: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-03-31: 965500 (value 27005034; 0.03% of shares outstanding; change 0.00)
Holder of MYE: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1744184 (value 54837145; 0.05% of shares outstanding; change 5.53)
Holder of MYE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 422391 (value 13279973; 0.01% of shares outstanding; change 0.04)
Holder of MYE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1166130 (value 36663127; 0.03% of shares outstanding; change 0.00)
Holder of MYE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 910901 (value 20768542; 0.02% of shares outstanding; change 0.02)
Holder of MYE: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-04-30: 1298286 (value 40039140; 0.03% of shares outstanding; change -0.11)
Holder of MYE: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 366860 (value 11534078; 0.01% of shares outstanding; change 0.04)
Holder of MYE: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 366541 (value 11524049; 0.01% of shares outstanding; change 0.01)
Holder of MYE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 875262 (value 24481077; 0.02% of shares outstanding; change -0.04)
Holder of MYE: ALLSPRING FUNDS TRUST-Allspring Special Small Cap Value Fund
Shares held as of 2026-05-31: 1196036 (value 37603372; 0.03% of shares outstanding; change -0.08)
Holder of MYE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 883583 (value 27779849; 0.02% of shares outstanding; change 0.01)
Holder of MYE: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-06-30: 910000 (value 28610400; 0.02% of shares outstanding; change -0.06)
Holder of MYE: NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund
Shares held as of 2026-06-30: 464999 (value 14619568; 0.01% of shares outstanding; change 1.00)
Holder of MYFW: Diamond Hill Funds-Diamond Hill Small Cap Fund
Shares held as of 2025-12-31: 67661 (value 1973671; 0.01% of shares outstanding; change 0.00)
Holder of MYFW: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 85251 (value 2486771; 0.01% of shares outstanding; change -0.01)
Holder of MYFW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 259432 (value 7567631; 0.03% of shares outstanding; change 0.10)
Holder of MYFW: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 45514 (value 1384080; 0.00% of shares outstanding; change -0.09)
Holder of MYFW: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 78774 (value 2395517; 0.01% of shares outstanding; change 0.00)
Holder of MYFW: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 40839 (value 1305622; 0.00% of shares outstanding; change 0.01)
Holder of MYFW: Diamond Hill Funds-Diamond Hill Small Cap Fund
Shares held as of 2026-03-31: 69941 (value 2236013; 0.01% of shares outstanding; change 0.03)
Holder of MYFW: FORUM FUNDS II-Acuitas US Microcap Fund
Shares held as of 2026-03-31: 37094 (value 1185895; 0.00% of shares outstanding; change 0.00)
Holder of MYFW: RMB Investors Trust-RMB Mendon Financial Services Fund
Shares held as of 2026-03-31: 196656 (value 6287092; 0.02% of shares outstanding; change 0.00)
Holder of MYFW: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 85251 (value 2725474; 0.01% of shares outstanding; change 0.00)
Holder of MYFW: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 259432 (value 8294040; 0.03% of shares outstanding; change 0.00)
Holder of MYFW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 208056 (value 6068993; 0.02% of shares outstanding; change 0.02)
Holder of MYFW: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 49752 (value 1451265; 0.01% of shares outstanding; change 0.00)
Holder of MYFW: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 45514 (value 1455082; 0.00% of shares outstanding; change 0.00)
Holder of MYFW: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 79314 (value 2535668; 0.01% of shares outstanding; change 0.01)
Holder of MYFW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 199884 (value 6078472; 0.02% of shares outstanding; change -0.04)
Holder of MYFW: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 49182 (value 1495624; 0.01% of shares outstanding; change -0.01)
Holder of MYFW: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 201792 (value 6451290; 0.02% of shares outstanding; change 0.01)
Holder of MYFW: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 49600 (value 1585711; 0.01% of shares outstanding; change 0.01)
Holder of MYGN: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2025-12-31: 871776 (value 3460950; 0.01% of shares outstanding; change 0.00)
Holder of MYGN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1010107 (value 4010124; 0.01% of shares outstanding; change -0.02)
Holder of MYGN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2776877 (value 11024201; 0.03% of shares outstanding; change 0.00)
Holder of MYGN: VANGUARD TAX-MANAGED FUNDS-Vanguard Tax-Managed Small-Cap Fund
Shares held as of 2025-12-31: 665149 (value 2640641; 0.01% of shares outstanding; change 0.62)
Holder of MYGN: abrdn Healthcare Opportunities Fund
Shares held as of 2025-12-31: 885801 (value 3516629; 0.01% of shares outstanding; change 0.30)
Holder of MYGN: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-01-31: 1004639 (value 4520875; 0.01% of shares outstanding; change 0.00)
Holder of MYGN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 890407 (value 4006831; 0.01% of shares outstanding; change 0.01)
Holder of MYGN: VANGUARD HORIZON FUNDS-Vanguard Strategic Equity Fund
Shares held as of 2026-03-31: 871776 (value 4890663; 0.01% of shares outstanding; change 0.00)
Holder of MYGN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1050147 (value 5891324; 0.01% of shares outstanding; change 0.04)
Holder of MYGN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2776877 (value 15578280; 0.03% of shares outstanding; change 0.00)
Holder of MYGN: abrdn Healthcare Opportunities Fund
Shares held as of 2026-03-31: 1110404 (value 6229366; 0.01% of shares outstanding; change 0.25)
Holder of MYGN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2255442 (value 8954104; 0.02% of shares outstanding; change 0.02)
Holder of MYGN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 788112 (value 3128804; 0.01% of shares outstanding; change 0.00)
Holder of MYGN: Federated Hermes MDT Series-Federated Hermes MDT Small Cap Core Fund
Shares held as of 2026-04-30: 1181362 (value 6627440; 0.01% of shares outstanding; change 0.18)
Holder of MYGN: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 908377 (value 5095995; 0.01% of shares outstanding; change 0.02)
Holder of MYGN: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-04-30: 2353415 (value 10684504; 0.02% of shares outstanding; change 0.09)
Holder of MYGN: TIAA-CREF Funds-Nuveen Quant Small Cap Equity Fund
Shares held as of 2026-04-30: 898270 (value 5039294; 0.01% of shares outstanding; change 0.49)
Holder of MYGN: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 653249 (value 2939620; 0.01% of shares outstanding; change -0.01)
Holder of MYGN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2167139 (value 9752125; 0.02% of shares outstanding; change -0.04)
Holder of MYGN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 779112 (value 3506004; 0.01% of shares outstanding; change -0.01)
Holder of MYGN: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-05-31: 2405950 (value 14026688; 0.03% of shares outstanding; change 0.02)
Holder of MYGN: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2187756 (value 12273311; 0.02% of shares outstanding; change 0.01)
Holder of MYGN: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 785712 (value 4407844; 0.01% of shares outstanding; change 0.01)
Holder of MYGN: SPDR SERIES TRUST-State Street SPDR S&P Biotech ETF
Shares held as of 2026-06-30: 3004329 (value 16854286; 0.03% of shares outstanding; change 0.25)
Holder of MYI: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2025-12-31: 166757 (value 1834327; 0.00% of shares outstanding; change 0.00)
Holder of MYI: Collaborative Investment Series TRT-RAREVIEW TAX ADVANTAGED INCOME ETF
Shares held as of 2025-12-31: 187339 (value 2060729; 0.00% of shares outstanding; change 0.63)
Holder of MYI: HC Capital Trust-The Intermediate Term Municipal Bond Portfolio
Shares held as of 2025-12-31: 391043 (value 4301473; 0.01% of shares outstanding; change 0.00)
Holder of MYI: PIMCO Flexible Municipal Income Fund
Shares held as of 2025-12-31: 490934 (value 5400274; 0.01% of shares outstanding; change 0.00)
Holder of MYI: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 396959 (value 4366549; 0.01% of shares outstanding; change -0.03)
Holder of MYI: RiverNorth Managed Duration Municipal Income Fund Inc.
Shares held as of 2025-12-31: 592321 (value 6515531; 0.01% of shares outstanding; change -0.02)
Holder of MYI: RiverNorth Opportunistic Municipal Income Fund Inc.
Shares held as of 2025-12-31: 386109 (value 4247199; 0.01% of shares outstanding; change -0.01)
Holder of MYI: Cohen & Steers Closed-End Opportunity Fund, Inc.
Shares held as of 2026-03-31: 273369 (value 2916847; 0.00% of shares outstanding; change 0.64)
Holder of MYI: Collaborative Investment Series TRT-RAREVIEW DYNAMIC FIXED INCOME ETF
Shares held as of 2026-03-31: 228114 (value 2509254; 0.00% of shares outstanding; change 0.22)
Holder of MYI: HC Capital Trust-The Intermediate Term Municipal Bond Portfolio
Shares held as of 2026-03-31: 527505 (value 5628478; 0.00% of shares outstanding; change 0.35)
Holder of MYI: INVESTMENT MANAGERS SERIES TRUST-Robinson Tax Advantaged Income Fund
Shares held as of 2026-03-31: 1619778 (value 17283031; 0.01% of shares outstanding; change 2.09)
Holder of MYI: PIMCO Flexible Municipal Income Fund
Shares held as of 2026-03-31: 490934 (value 5238265; 0.00% of shares outstanding; change 0.00)
Holder of MYI: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2026-03-31: 1347104 (value 14373599; 0.01% of shares outstanding; change 2.39)
Holder of MYI: RiverNorth Flexible Municipal Income Fund Inc.
Shares held as of 2026-03-31: 290476 (value 3099378; 0.00% of shares outstanding; change 1.19)
Holder of MYI: RiverNorth Managed Duration Municipal Income Fund II Inc.
Shares held as of 2026-03-31: 474322 (value 5061015; 0.00% of shares outstanding; change 2.11)
Holder of MYI: RiverNorth Managed Duration Municipal Income Fund Inc.
Shares held as of 2026-03-31: 1304871 (value 13922973; 0.01% of shares outstanding; change 1.20)
Holder of MYI: RiverNorth Opportunistic Municipal Income Fund Inc.
Shares held as of 2026-03-31: 597835 (value 6378899; 0.00% of shares outstanding; change 0.55)
Holder of MYI: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-04-30: 956126 (value 10354844; 0.01% of shares outstanding; change 0.01)
Holder of MYI: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-05-31: 983912 (value 10823032; 0.01% of shares outstanding; change 0.03)
Holder of MYI: VanEck ETF Trust-VanEck CEF Muni Income ETF
Shares held as of 2026-06-30: 973208 (value 10384129; 0.01% of shares outstanding; change -0.01)
Holder of MYN: RIVERNORTH FUNDS-RiverNorth Core Opportunity Fund
Shares held as of 2025-06-30: 43593 (value 425031; 0.00% of shares outstanding; change 1.00)
Holder of MYN: HC Capital Trust-The Intermediate Term Municipal Bond Portfolio
Shares held as of 2025-12-31: 112750 (value 1130882; 0.00% of shares outstanding; change 0.00)
Holder of MYN: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 47500 (value 476424; 0.00% of shares outstanding; change -0.50)
Holder of MYN: RiverNorth Managed Duration Municipal Income Fund II Inc.
Shares held as of 2025-12-31: 17935 (value 179888; 0.00% of shares outstanding; change -0.51)
Holder of MYN: RiverNorth Managed Duration Municipal Income Fund Inc.
Shares held as of 2025-12-31: 244364 (value 2450970; 0.01% of shares outstanding; change -0.50)
Holder of MYN: RiverNorth Opportunistic Municipal Income Fund Inc.
Shares held as of 2025-12-31: 13900 (value 139416; 0.00% of shares outstanding; change -0.50)
Holder of MYN: NEW YORK LIFE INVESTMENTS Fd.S TRT-NYLI MacKay High Yield Muni Bond Fd
Shares held as of 2026-01-31: 543595 (value 5457693; 0.01% of shares outstanding; change 0.00)
Holder of MYN: -RiverNorth Active Income ETF
Shares held as of 2026-03-31: 41593 (value 417177; 0.00% of shares outstanding; change 1.00)
Holder of MYN: HC Capital Trust-The Intermediate Term Municipal Bond Portfolio
Shares held as of 2026-03-31: 225559 (value 2199200; 0.00% of shares outstanding; change 1.00)
Holder of MYN: INVESTMENT MANAGERS SERIES TRUST-Robinson Tax Advantaged Income Fund
Shares held as of 2026-03-31: 953650 (value 9298087; 0.01% of shares outstanding; change 7.08)
Holder of MYN: RiverNorth Flexible Municipal Income Fund II Inc.
Shares held as of 2026-03-31: 386798 (value 3771280; 0.00% of shares outstanding; change 7.14)
Holder of MYN: RiverNorth Flexible Municipal Income Fund Inc.
Shares held as of 2026-03-31: 131033 (value 1277571; 0.00% of shares outstanding; change 8.98)
Holder of MYN: RiverNorth Managed Duration Municipal Income Fund II Inc.
Shares held as of 2026-03-31: 155648 (value 1517568; 0.00% of shares outstanding; change 7.68)
Holder of MYN: RiverNorth Managed Duration Municipal Income Fund Inc.
Shares held as of 2026-03-31: 718851 (value 7008797; 0.01% of shares outstanding; change 1.94)
Holder of MYN: RiverNorth Opportunistic Municipal Income Fund Inc.
Shares held as of 2026-03-31: 135231 (value 1318502; 0.00% of shares outstanding; change 8.73)
Holder of MYN: Starboard Investment Trust-Matisse Discounted Bond CEF Strategy
Shares held as of 2026-03-31: 71419 (value 696335; 0.00% of shares outstanding; change 1.00)
Holder of MYN: NEW YORK LIFE INVESTMENTS Fd.S TRT-NYLI MacKay High Yield Muni Bond Fd
Shares held as of 2026-04-30: 1112304 (value 10844964; 0.01% of shares outstanding; change 1.05)
Holder of MYND: Thrivent Partner International Allocation Portfolio
Shares held as of 2023-12-31: 17 (value 6; 0.00% of shares outstanding; change 1.00)
Holder of MYO: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 180030 (value 207034; 0.00% of shares outstanding; change 0.00)
Holder of MYO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 289607 (value 315671; 0.01% of shares outstanding; change 0.07)
Holder of MYO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 847644 (value 923931; 0.02% of shares outstanding; change 0.00)
Holder of MYO: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-01-31: 81566 (value 101957; 0.00% of shares outstanding; change 0.00)
Holder of MYO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 356422 (value 445527; 0.01% of shares outstanding; change 0.00)
Holder of MYO: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 173331 (value 168131; 0.00% of shares outstanding; change 0.14)
Holder of MYO: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 180030 (value 174629; 0.00% of shares outstanding; change 0.00)
Holder of MYO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 259165 (value 331731; 0.01% of shares outstanding; change 0.46)
Holder of MYO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 296680 (value 287779; 0.01% of shares outstanding; change 0.02)
Holder of MYO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 847644 (value 822214; 0.02% of shares outstanding; change 0.00)
Holder of MYO: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 99432 (value 127272; 0.00% of shares outstanding; change -0.01)
Holder of MYO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 749666 (value 817135; 0.02% of shares outstanding; change 0.02)
Holder of MYO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 258222 (value 322777; 0.01% of shares outstanding; change 0.00)
Holder of MYO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 355459 (value 344795; 0.01% of shares outstanding; change 0.00)
Holder of MYO: SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund
Shares held as of 2026-04-30: 81566 (value 79119; 0.00% of shares outstanding; change 0.00)
Holder of MYO: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 100086 (value 125107; 0.00% of shares outstanding; change 0.01)
Holder of MYO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 720383 (value 900478; 0.02% of shares outstanding; change -0.04)
Holder of MYO: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 267992 (value 334990; 0.01% of shares outstanding; change 0.00)
Holder of MYO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 219059 (value 212487; 0.01% of shares outstanding; change -0.15)
Holder of MYO: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 98778 (value 95814; 0.00% of shares outstanding; change -0.01)
Holder of MYO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 727220 (value 705403; 0.02% of shares outstanding; change 0.01)
Holder of MYO: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 265232 (value 257275; 0.01% of shares outstanding; change -0.01)
Holder of MYPS: BlackRock Funds V-BlackRock Strategic Income Opportunities Portfolio
Shares held as of 2025-12-31: 1145983 (value 635218; 0.01% of shares outstanding; change 1.00)
Holder of MYPS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1036399 (value 574475; 0.01% of shares outstanding; change -0.14)
Holder of MYPS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2687599 (value 1489736; 0.02% of shares outstanding; change 0.00)
Holder of MYPS: Blackrock Global Allocation Fund, Inc.
Shares held as of 2026-01-31: 831348 (value 419997; 0.01% of shares outstanding; change 0.00)
Holder of MYPS: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 2335384 (value 1179836; 0.02% of shares outstanding; change 0.03)
Holder of MYPS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 886529 (value 447874; 0.01% of shares outstanding; change 0.00)
Holder of MYPS: BlackRock Funds V-BlackRock Strategic Income Opportunities Portfolio
Shares held as of 2026-03-31: 1145983 (value 705696; 0.01% of shares outstanding; change 0.00)
Holder of MYPS: Columbia Fd.s Varbl Insurance TRT-Columbia Varbl PORT. - Small Cap Val
Shares held as of 2026-03-31: 482487 (value 297115; 0.00% of shares outstanding; change -0.02)
Holder of MYPS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 954798 (value 582426; 0.01% of shares outstanding; change 1.03)
Holder of MYPS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1036399 (value 638214; 0.01% of shares outstanding; change 0.00)
Holder of MYPS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2687599 (value 1655023; 0.02% of shares outstanding; change 0.00)
Holder of MYPS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2091885 (value 1159531; 0.02% of shares outstanding; change 0.02)
Holder of MYPS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 732030 (value 405764; 0.01% of shares outstanding; change 0.00)
Holder of MYPS: Blackrock Global Allocation Fund, Inc.
Shares held as of 2026-04-30: 831348 (value 511944; 0.01% of shares outstanding; change 0.00)
Holder of MYPS: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 2420384 (value 1490472; 0.02% of shares outstanding; change 0.04)
Holder of MYPS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 951324 (value 480608; 0.01% of shares outstanding; change 0.00)
Holder of MYPS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 884133 (value 544449; 0.01% of shares outstanding; change 0.00)
Holder of MYPS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2009938 (value 1015420; 0.02% of shares outstanding; change -0.04)
Holder of MYPS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 723675 (value 365600; 0.01% of shares outstanding; change -0.01)