speb/financial-data huggingface dataset:
Holder of MRU.TO: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 1243350 (value 111652833; 0.01% of shares outstanding; change 0.00)
Holder of MRU.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-03-31: 912629 (value 80758538; 0.00% of shares outstanding; change 0.02)
Holder of MRU.TO: Fidelity Devonshire Trust-Fidelity Equity-Income Fund
Shares held as of 2026-03-31: 829292 (value 73384047; 0.00% of shares outstanding; change 0.00)
Holder of MRU.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-03-31: 2910657 (value 257564031; 0.01% of shares outstanding; change -0.04)
Holder of MRU.TO: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1881149 (value 174062714; 0.01% of shares outstanding; change 0.03)
Holder of MRU.TO: Variable Insurance Products Fund-VIP Equity-Income Portfolio
Shares held as of 2026-03-31: 531060 (value 46993498; 0.00% of shares outstanding; change 0.00)
Holder of MRU.TO: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 553908 (value 51253106; 0.00% of shares outstanding; change 0.00)
Holder of MRU.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-04-30: 954213 (value 85688330; 0.00% of shares outstanding; change 0.05)
Holder of MRU.TO: Fidelity Devonshire Trust-Fidelity Equity-Income Fund
Shares held as of 2026-04-30: 829292 (value 74470424; 0.00% of shares outstanding; change 0.00)
Holder of MRU.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-04-30: 2903457 (value 260730447; 0.01% of shares outstanding; change 0.00)
Holder of MRU.TO: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 1237924 (value 114545106; 0.01% of shares outstanding; change 0.00)
Holder of MRU.TO: J.P. Morgan Exch-Trd Fd. TRT-JPMorgan BetaBuilders Canada ETF
Shares held as of 2026-04-30: 783020 (value 72452839; 0.00% of shares outstanding; change 0.04)
Holder of MRU.TO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Index Fd.
Shares held as of 2026-04-30: 449018 (value 41547634; 0.00% of shares outstanding; change 0.04)
Holder of MRU.TO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 2874286 (value 265957680; 0.01% of shares outstanding; change 0.00)
Holder of MRU.TO: Variable Insurance Products Fund-VIP Equity-Income Portfolio
Shares held as of 2026-04-30: 531060 (value 47689189; 0.00% of shares outstanding; change 0.00)
Holder of MRU.TO: Fidelity Concord Street Trust-Fidelity SAI Canada Equity Index Fund
Shares held as of 2026-05-31: 976108 (value 90319272; 0.00% of shares outstanding; change 0.02)
Holder of MRU.TO: Fidelity Devonshire Trust-Fidelity Equity-Income Fund
Shares held as of 2026-05-31: 829292 (value 76734387; 0.00% of shares outstanding; change 0.00)
Holder of MRU.TO: Fidelity Investment Trust-Fidelity Series Canada Fund
Shares held as of 2026-05-31: 3008936 (value 278416844; 0.01% of shares outstanding; change 0.04)
Holder of MRU.TO: Variable Insurance Products Fund-VIP Equity-Income Portfolio
Shares held as of 2026-05-31: 531060 (value 49138981; 0.00% of shares outstanding; change 0.00)
Holder of MRVI: -Price (T.Rowe) U.S. Small-Cap Core Equity Trust
Shares held as of 2025-12-31: 979570 (value 4701936; 0.01% of shares outstanding; change 0.02)
Holder of MRVI: -Price (T.Rowe) U.S. Small-Cap Value Equity Trust
Shares held as of 2025-12-31: 675741 (value 3392219; 0.00% of shares outstanding; change 0.00)
Holder of MRVI: T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd.
Shares held as of 2025-12-31: 990874 (value 4756195; 0.01% of shares outstanding; change 0.00)
Holder of MRVI: T. Rowe Price Small-Cap Stock Fund, Inc.
Shares held as of 2025-12-31: 2160853 (value 10372094; 0.01% of shares outstanding; change 0.11)
Holder of MRVI: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2025-12-31: 1001892 (value 5029497; 0.01% of shares outstanding; change -0.09)
Holder of MRVI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1345590 (value 6458832; 0.01% of shares outstanding; change -0.02)
Holder of MRVI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3923526 (value 18832925; 0.03% of shares outstanding; change 0.00)
Holder of MRVI: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-01-31: 1838072 (value 9649878; 0.01% of shares outstanding; change 1.06)
Holder of MRVI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1071663 (value 5626230; 0.01% of shares outstanding; change 0.01)
Holder of MRVI: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 598450 (value 3141862; 0.00% of shares outstanding; change 0.01)
Holder of MRVI: ROYCE MICRO-CAP TRUST, INC.-Royce Micro-Cap Trust Inc
Shares held as of 2026-03-31: 1137227 (value 7687654; 0.01% of shares outstanding; change 0.08)
Holder of MRVI: T. Rowe Price Small-Cap Value Fund, Inc.
Shares held as of 2026-03-31: 906120 (value 6125371; 0.01% of shares outstanding; change -0.10)
Holder of MRVI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1402446 (value 9480535; 0.01% of shares outstanding; change 0.04)
Holder of MRVI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3923526 (value 26523036; 0.03% of shares outstanding; change 0.00)
Holder of MRVI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2664627 (value 12790210; 0.02% of shares outstanding; change -0.02)
Holder of MRVI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1080805 (value 7306242; 0.01% of shares outstanding; change 0.01)
Holder of MRVI: First Eagle Funds-First Eagle Small Cap Opportunity Fund
Shares held as of 2026-04-30: 2364474 (value 15983844; 0.02% of shares outstanding; change 0.29)
Holder of MRVI: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-04-30: 769704 (value 4040946; 0.01% of shares outstanding; change 0.01)
Holder of MRVI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 2560434 (value 13442278; 0.02% of shares outstanding; change -0.04)
Holder of MRVI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 923375 (value 4847718; 0.01% of shares outstanding; change -0.01)
Holder of MRVI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 638156 (value 4313934; 0.00% of shares outstanding; change 0.08)
Holder of MRVI: iShares Trust-iShares Biotechnology ETF
Shares held as of 2026-05-31: 763208 (value 5159286; 0.01% of shares outstanding; change -0.01)
Holder of MRVI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 2649138 (value 17908173; 0.02% of shares outstanding; change 0.03)
Holder of MRVI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 931196 (value 6294885; 0.01% of shares outstanding; change 0.01)
Holder of MRVL: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 9680245 (value 1984450225; 0.01% of shares outstanding; change -0.10)
Holder of MRVL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 27094446 (value 5554361430; 0.03% of shares outstanding; change 0.00)
Holder of MRVL: Columbia Fd.s Series TRT II-Columbia Seligman Technology and Informati
Shares held as of 2026-02-28: 10195038 (value 1980182187; 0.01% of shares outstanding; change 0.24)
Holder of MRVL: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-03-31: 18104190 (value 3711358950; 0.02% of shares outstanding; change 0.00)
Holder of MRVL: Fidelity Select Portfolios-Select Semiconductors Portfolio
Shares held as of 2026-03-31: 36465229 (value 7475371945; 0.04% of shares outstanding; change 0.05)
Holder of MRVL: Fidelity Select Portfolios-Technology Portfolio
Shares held as of 2026-03-31: 16715957 (value 3426771185; 0.02% of shares outstanding; change 0.06)
Holder of MRVL: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 9731551 (value 1890159109; 0.01% of shares outstanding; change 0.05)
Holder of MRVL: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 9781977 (value 1899953350; 0.01% of shares outstanding; change 0.01)
Holder of MRVL: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 9423589 (value 2230563487; 0.01% of shares outstanding; change 0.00)
Holder of MRVL: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 27715400 (value 5383162023; 0.03% of shares outstanding; change 0.02)
Holder of MRVL: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-04-30: 11489390 (value 3537123437; 0.01% of shares outstanding; change -0.37)
Holder of MRVL: Fidelity Select Portfolios-Select Semiconductors Portfolio
Shares held as of 2026-04-30: 23843363 (value 7340417383; 0.03% of shares outstanding; change -0.35)
Holder of MRVL: Fidelity Select Portfolios-Technology Portfolio
Shares held as of 2026-04-30: 12044257 (value 3707944783; 0.01% of shares outstanding; change -0.28)
Holder of MRVL: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 18646393 (value 5215396349; 0.02% of shares outstanding; change 0.02)
Holder of MRVL: VanEck ETF Trust-VanEck Semiconductor ETF
Shares held as of 2026-04-30: 10603757 (value 2793771869; 0.01% of shares outstanding; change 0.09)
Holder of MRVL: iShares Trust-iShares Semiconductor ETF
Shares held as of 2026-04-30: 11115902 (value 3422141426; 0.01% of shares outstanding; change 0.03)
Holder of MRVL: Fidelity Securities Fund-Fidelity Blue Chip Growth Fund
Shares held as of 2026-05-31: 9436190 (value 1832791143; 0.01% of shares outstanding; change -0.18)
Holder of MRVL: Fidelity Select Portfolios-Select Semiconductors Portfolio
Shares held as of 2026-05-31: 18623709 (value 3617282919; 0.02% of shares outstanding; change -0.22)
Holder of MRVL: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 18877963 (value 3561893920; 0.02% of shares outstanding; change 0.01)
Holder of MRVL: VanEck ETF Trust-VanEck Semiconductor ETF
Shares held as of 2026-05-31: 10384361 (value 2457978217; 0.01% of shares outstanding; change -0.02)
Holder of MRVL: iShares Trust-iShares Semiconductor ETF
Shares held as of 2026-05-31: 11261932 (value 2187405004; 0.01% of shares outstanding; change 0.01)
Holder of MRVL: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 18569546 (value 3606762840; 0.02% of shares outstanding; change -0.02)
Holder of MRVL: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 10578773 (value 2054715034; 0.01% of shares outstanding; change 1.00)
Holder of MRVL: VanEck ETF Trust-VanEck Semiconductor ETF
Shares held as of 2026-06-30: 12190454 (value 2367751828; 0.01% of shares outstanding; change 0.17)
Holder of MRX: T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U.
Shares held as of 2025-12-31: 1071388 (value 56719279; 0.01% of shares outstanding; change 0.42)
Holder of MRX: Grandeur Peak Global Trust-Grandeur Peak International Stalwarts Fund
Shares held as of 2026-01-31: 668251 (value 43636792; 0.01% of shares outstanding; change 0.00)
Holder of MRX: -Victory Pioneer Select Mid Cap Growth Fund
Shares held as of 2026-02-28: 612784 (value 36865085; 0.01% of shares outstanding; change 0.22)
Holder of MRX: AIM Counselor Series TRT -Invesco Discovery Fd.
Shares held as of 2026-02-28: 1108189 (value 66668650; 0.02% of shares outstanding; change 0.05)
Holder of MRX: AB CAP FUND, INC.-AB Small Cap Growth Portfolio
Shares held as of 2026-03-31: 816279 (value 50576646; 0.01% of shares outstanding; change 0.05)
Holder of MRX: American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 1125000 (value 59557498; 0.02% of shares outstanding; change -0.07)
Holder of MRX: American Century Capital Portfolios, Inc.-Small Cap Value Fund
Shares held as of 2026-03-31: 1125000 (value 67679999; 0.02% of shares outstanding; change -0.07)
Holder of MRX: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-03-31: 1375800 (value 72834850; 0.02% of shares outstanding; change 0.34)
Holder of MRX: Prudential Jennison Small Co Fd., Inc.-PGIM JENNISON SMALL COMPANY Fd.
Shares held as of 2026-03-31: 599306 (value 39134683; 0.01% of shares outstanding; change 0.00)
Holder of MRX: SmallCap World Fund Inc
Shares held as of 2026-03-31: 3488093 (value 209843674; 0.05% of shares outstanding; change 0.00)
Holder of MRX: T. ROWE PRICE QUANTITATIVE Mgmt Fd.S, INC.-T. Rowe Price Integrated U.
Shares held as of 2026-03-31: 1071388 (value 64454701; 0.01% of shares outstanding; change 0.00)
Holder of MRX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1354052 (value 71683511; 0.02% of shares outstanding; change 0.01)
Holder of MRX: AB CAP FUND, INC.-AB Small Cap Growth Portfolio
Shares held as of 2026-04-30: 793759 (value 51832465; 0.01% of shares outstanding; change -0.03)
Holder of MRX: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-04-30: 1273600 (value 83166083; 0.02% of shares outstanding; change -0.07)
Holder of MRX: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-04-30: 697800 (value 41979647; 0.01% of shares outstanding; change 1.00)
Holder of MRX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1301161 (value 84965817; 0.02% of shares outstanding; change -0.04)
Holder of MRX: AB CAP FUND, INC.-AB Small Cap Growth Portfolio
Shares held as of 2026-05-31: 786918 (value 47340986; 0.01% of shares outstanding; change -0.01)
Holder of MRX: AB DISCOVERY GROWTH FUND, INC.
Shares held as of 2026-05-31: 667130 (value 40134540; 0.01% of shares outstanding; change 0.51)
Holder of MRX: Fidelity Capital Trust-Fidelity Value Fund
Shares held as of 2026-05-31: 1296800 (value 78015487; 0.02% of shares outstanding; change 0.02)
Holder of MRX: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1318405 (value 79315244; 0.02% of shares outstanding; change 0.01)
Holder of MS: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 30459829 (value 6335644432; 0.02% of shares outstanding; change 0.02)
Holder of MS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 37451289 (value 7789868112; 0.02% of shares outstanding; change -0.01)
Holder of MS: MFS SERIES TRUST I-MFS Value Fund
Shares held as of 2026-02-28: 7142122 (value 1531842296; 0.00% of shares outstanding; change -0.06)
Holder of MS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 15364253 (value 3195764624; 0.01% of shares outstanding; change 0.00)
Holder of MS: Fidelity Contrafund
Shares held as of 2026-03-31: 6785861 (value 1411459088; 0.00% of shares outstanding; change -0.09)
Holder of MS: INVESTMENT CO OF AMERICA
Shares held as of 2026-03-31: 9135406 (value 2030252679; 0.01% of shares outstanding; change 0.04)
Holder of MS: Investment Co of America
Shares held as of 2026-03-31: 9135406 (value 1968679993; 0.01% of shares outstanding; change 0.04)
Holder of MS: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 30570753 (value 6556814972; 0.02% of shares outstanding; change 0.00)
Holder of MS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 37816224 (value 8110823561; 0.02% of shares outstanding; change 0.01)
Holder of MS: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 11014933 (value 2362482782; 0.01% of shares outstanding; change 0.00)
Holder of MS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 15417304 (value 3501115508; 0.01% of shares outstanding; change 0.00)
Holder of MS: Fidelity Contrafund
Shares held as of 2026-04-30: 7176330 (value 1629672753; 0.00% of shares outstanding; change 0.06)
Holder of MS: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-04-30: 8415581 (value 1878105196; 0.01% of shares outstanding; change 0.03)
Holder of MS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 14367382 (value 3075194346; 0.01% of shares outstanding; change 0.03)
Holder of MS: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 15561327 (value 3533821691; 0.01% of shares outstanding; change 0.01)
Holder of MS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 15395842 (value 3302100126; 0.01% of shares outstanding; change 0.00)
Holder of MS: Fidelity Contrafund
Shares held as of 2026-05-31: 7086430 (value 1519897476; 0.00% of shares outstanding; change -0.01)
Holder of MS: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-05-31: 8086899 (value 1797232478; 0.01% of shares outstanding; change -0.04)
Holder of MS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 14507883 (value 3224231997; 0.01% of shares outstanding; change 0.01)
Holder of MS: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 15850551 (value 3399626110; 0.01% of shares outstanding; change 0.02)
Holder of MS: Investment Co of America
Shares held as of 2026-06-30: 9135406 (value 1959361839; 0.01% of shares outstanding; change 0.00)
Holder of MS: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-06-30: 8161197 (value 1750413497; 0.01% of shares outstanding; change 0.01)
Holder of MS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 14483437 (value 3106407505; 0.01% of shares outstanding; change 0.00)
Holder of MS51.DE: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 5243395 (value 140208381; 0.01% of shares outstanding; change 0.03)
Holder of MS51.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 6425625 (value 260109297; 0.01% of shares outstanding; change 0.01)
Holder of MS51.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 12785077 (value 341872956; 0.02% of shares outstanding; change 0.01)
Holder of MS51.DE: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 7114117 (value 190231486; 0.01% of shares outstanding; change -0.02)
Holder of MS51.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund
Shares held as of 2026-03-31: 3872577 (value 156761915; 0.01% of shares outstanding; change -0.09)
Holder of MS51.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 10995710 (value 294025282; 0.02% of shares outstanding; change 0.00)
Holder of MS51.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 16148004 (value 431797623; 0.03% of shares outstanding; change 0.01)
Holder of MS51.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 5308925 (value 214905281; 0.01% of shares outstanding; change -0.03)
Holder of MS51.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 6002228 (value 242970186; 0.01% of shares outstanding; change 0.03)
Holder of MS51.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 6508062 (value 263446346; 0.01% of shares outstanding; change 0.01)
Holder of MS51.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 6438831 (value 172174339; 0.01% of shares outstanding; change 0.00)
Holder of MS51.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 5294325 (value 111180825; 0.01% of shares outstanding; change 0.00)
Holder of MS51.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 6629190 (value 177264539; 0.01% of shares outstanding; change 0.02)
Holder of MS51.DE: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 6218637 (value 166286351; 0.01% of shares outstanding; change 0.17)
Holder of MS51.DE: SELECT SECTOR SPDR TRT-State Street Technology Select Sector SPDR ETF
Shares held as of 2026-06-30: 4440768 (value 118746135; 0.01% of shares outstanding; change 0.14)
Holder of MS51.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 6801419 (value 181869942; 0.01% of shares outstanding; change 0.12)
Holder of MSA: Conestoga Funds-Conestoga Small Cap Fund
Shares held as of 2025-12-31: 380000 (value 63004001; 0.01% of shares outstanding; change -0.11)
Holder of MSA: JPMorgan Trust I-JPMorgan Small Cap Equity Fund
Shares held as of 2025-12-31: 399257 (value 66196811; 0.01% of shares outstanding; change -0.05)
Holder of MSA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 396789 (value 65787617; 0.01% of shares outstanding; change 0.01)
Holder of MSA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 887903 (value 147214320; 0.02% of shares outstanding; change 0.01)
Holder of MSA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 572850 (value 94978531; 0.01% of shares outstanding; change 0.02)
Holder of MSA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1220457 (value 202351774; 0.03% of shares outstanding; change 0.05)
Holder of MSA: VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund
Shares held as of 2026-01-31: 371989 (value 60987595; 0.01% of shares outstanding; change 0.07)
Holder of MSA: FMI Funds Inc-Common Stock Fund
Shares held as of 2026-03-31: 335000 (value 58504399; 0.01% of shares outstanding; change -0.09)
Holder of MSA: SEQUOIA FUND INC
Shares held as of 2026-03-31: 672227 (value 117397722; 0.02% of shares outstanding; change 0.00)
Holder of MSA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 407139 (value 71102754; 0.01% of shares outstanding; change 0.03)
Holder of MSA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 894127 (value 156150338; 0.02% of shares outstanding; change 0.01)
Holder of MSA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 569327 (value 99427266; 0.01% of shares outstanding; change -0.01)
Holder of MSA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1227781 (value 214419673; 0.03% of shares outstanding; change 0.01)
Holder of MSA: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-04-30: 380251 (value 60798332; 0.01% of shares outstanding; change 0.01)
Holder of MSA: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-04-30: 360342 (value 57615082; 0.01% of shares outstanding; change 0.14)
Holder of MSA: VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund
Shares held as of 2026-04-30: 359189 (value 62728766; 0.01% of shares outstanding; change -0.03)
Holder of MSA: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 1231157 (value 202389898; 0.03% of shares outstanding; change 0.02)
Holder of MSA: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-05-31: 384177 (value 65705791; 0.01% of shares outstanding; change 0.01)
Holder of MSA: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-05-31: 359806 (value 61699531; 0.01% of shares outstanding; change 0.00)
Holder of MSA: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 1236484 (value 215939565; 0.03% of shares outstanding; change 0.00)
Holder of MSA: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 405471 (value 70811455; 0.01% of shares outstanding; change 0.06)
Holder of MSA: SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF
Shares held as of 2026-06-30: 358190 (value 62554301; 0.01% of shares outstanding; change 0.00)
Holder of MSAI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 6647 (value 38619; 0.00% of shares outstanding; change 0.00)
Holder of MSAI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 13569 (value 78835; 0.01% of shares outstanding; change 3.20)
Holder of MSAI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 7981 (value 37590; 0.00% of shares outstanding; change 0.29)
Holder of MSAI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 285 (value 1342; 0.00% of shares outstanding; change 0.00)
Holder of MSAI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 1347 (value 6344; 0.00% of shares outstanding; change 0.00)
Holder of MSAI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 1291 (value 6080; 0.00% of shares outstanding; change 0.00)
Holder of MSAI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 8054 (value 38981; 0.00% of shares outstanding; change 0.21)
Holder of MSAI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 13569 (value 65673; 0.01% of shares outstanding; change 0.00)
Holder of MSAI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 7980 (value 45166; 0.00% of shares outstanding; change 0.00)
Holder of MSAI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 285 (value 1613; 0.00% of shares outstanding; change 0.00)
Holder of MSAI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 1347 (value 7624; 0.00% of shares outstanding; change 0.00)
Holder of MSAI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 1290 (value 7301; 0.00% of shares outstanding; change 0.00)
Holder of MSAI: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 7980 (value 38623; 0.00% of shares outstanding; change 0.00)
Holder of MSAI: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 285 (value 1379; 0.00% of shares outstanding; change 0.00)
Holder of MSAI: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 1347 (value 6519; 0.00% of shares outstanding; change 0.00)
Holder of MSAI: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 1290 (value 6243; 0.00% of shares outstanding; change 0.00)
Holder of MSB: EQ Advisors Trust-1290 VT Small Cap Value Portfolio
Shares held as of 2026-03-31: 170184 (value 3829140; 0.01% of shares outstanding; change 0.00)
Holder of MSB: Kinetics Portfolios Trust-Kinetics Global Portfolio
Shares held as of 2026-03-31: 20918 (value 470655; 0.00% of shares outstanding; change 0.00)
Holder of MSB: Kinetics Portfolios Trust-Kinetics Internet Portfolio
Shares held as of 2026-03-31: 37900 (value 852750; 0.00% of shares outstanding; change 0.00)
Holder of MSB: Kinetics Portfolios Trust-Kinetics Market Opportunities Portfolio
Shares held as of 2026-03-31: 41482 (value 933345; 0.00% of shares outstanding; change 0.00)
Holder of MSB: Kinetics Portfolios Trust-Kinetics Paradigm Portfolio
Shares held as of 2026-03-31: 41800 (value 940500; 0.00% of shares outstanding; change 0.00)
Holder of MSB: Kinetics Portfolios Trust-Kinetics Small Cap Opportunities Portfolio
Shares held as of 2026-03-31: 50200 (value 1129500; 0.00% of shares outstanding; change 0.00)
Holder of MSB: Listed Funds Trust-Horizon Kinetics Inflation Beneficiaries ETF
Shares held as of 2026-03-31: 393971 (value 8864347; 0.03% of shares outstanding; change 0.00)
Holder of MSB: Fidelity Covington Trust-Fidelity Small-Mid Multifactor ETF
Shares held as of 2026-04-30: 43803 (value 1053462; 0.00% of shares outstanding; change 0.02)
Holder of MSB: WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund
Shares held as of 2026-04-30: 69565 (value 1697385; 0.01% of shares outstanding; change 0.00)
Holder of MSB: WisdomTree Trust-WisdomTree U.S. SmallCap Fund
Shares held as of 2026-04-30: 20898 (value 509911; 0.00% of shares outstanding; change 0.02)
Holder of MSB: Fidelity Covington Trust-Fidelity Small-Mid Multifactor ETF
Shares held as of 2026-05-31: 43802 (value 1074901; 0.00% of shares outstanding; change 0.00)
Holder of MSB: Fidelity Covington Trust-Fidelity Small-Mid Multifactor ETF
Shares held as of 2026-06-30: 44277 (value 996232; 0.00% of shares outstanding; change 0.01)
Holder of MSB: WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund
Shares held as of 2026-06-30: 71068 (value 1599030; 0.01% of shares outstanding; change 0.02)
Holder of MSB: WisdomTree Trust-WisdomTree U.S. SmallCap Fund
Shares held as of 2026-06-30: 20514 (value 461565; 0.00% of shares outstanding; change -0.02)
Holder of MSB.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 8731242 (value 18422919; 0.01% of shares outstanding; change 0.02)
Holder of MSB.AX: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 1277874 (value 2772986; 0.00% of shares outstanding; change 0.71)
Holder of MSB.AX: DFA INVESTMENT TRUST CO-The Asia Pacific Small Company Series
Shares held as of 2026-01-31: 4098958 (value 8894739; 0.00% of shares outstanding; change 0.08)
Holder of MSB.AX: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-01-31: 1297797 (value 2816219; 0.00% of shares outstanding; change 0.10)
Holder of MSB.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 3392070 (value 7360792; 0.00% of shares outstanding; change 0.02)
Holder of MSB.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 13526792 (value 29353139; 0.01% of shares outstanding; change 0.02)
Holder of MSB.AX: SCHWAB STRATEGIC TRUST-Schwab International Small-Cap Equity ETF
Shares held as of 2026-02-28: 1949348 (value 4756409; 0.00% of shares outstanding; change -0.04)
Holder of MSB.AX: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 9027825 (value 22027893; 0.01% of shares outstanding; change 0.03)
Holder of MSB.AX: DFA INVESTMENT TRUST CO-The Asia Pacific Small Company Series
Shares held as of 2026-04-30: 4682645 (value 11425654; 0.00% of shares outstanding; change 0.14)
Holder of MSB.AX: Dimensional ETF Trust-Dimensional International Small Cap ETF
Shares held as of 2026-04-30: 1375987 (value 3357408; 0.00% of shares outstanding; change 0.06)
Holder of MSB.AX: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-04-30: 1176683 (value 2506334; 0.00% of shares outstanding; change 0.00)
Holder of MSB.AX: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 3511218 (value 8567372; 0.00% of shares outstanding; change 0.04)
Holder of MSB.AX: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 13660248 (value 33331005; 0.01% of shares outstanding; change 0.01)
Holder of MSB.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 6797083 (value 14749670; 0.01% of shares outstanding; change 0.01)
Holder of MSB.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 3592637 (value 7796022; 0.00% of shares outstanding; change 0.00)
Holder of MSB.AX: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Developed World ex-US E
Shares held as of 2026-05-31: 1175491 (value 2868198; 0.00% of shares outstanding; change 0.00)
Holder of MSB.AX: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 6853243 (value 16721913; 0.01% of shares outstanding; change 0.01)
Holder of MSB.AX: iShares Trust-iShares Core MSCI International Developed Markets ETF
Shares held as of 2026-05-31: 1199220 (value 2926096; 0.00% of shares outstanding; change 0.02)
Holder of MSB.AX: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 3397901 (value 8290878; 0.00% of shares outstanding; change -0.05)
Holder of MSBI: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 152085 (value 4586883; 0.01% of shares outstanding; change -0.18)
Holder of MSBI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 227894 (value 6335453; 0.01% of shares outstanding; change 0.07)
Holder of MSBI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 648413 (value 18025880; 0.03% of shares outstanding; change 0.01)
Holder of MSBI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 252226 (value 7445711; 0.01% of shares outstanding; change -0.09)
Holder of MSBI: BlackRock Funds-BlackRock Advantage Small Cap Core Fund
Shares held as of 2026-02-28: 339140 (value 10937265; 0.02% of shares outstanding; change -0.03)
Holder of MSBI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 205043 (value 6052869; 0.01% of shares outstanding; change 0.01)
Holder of MSBI: HOTCHKIS & WILEY Fd.S/DE/-Hotchkis & Wiley Small Cap Diversified Value
Shares held as of 2026-03-31: 136900 (value 4041288; 0.01% of shares outstanding; change 0.39)
Holder of MSBI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 234999 (value 7578717; 0.01% of shares outstanding; change 0.03)
Holder of MSBI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 648413 (value 20911319; 0.03% of shares outstanding; change 0.00)
Holder of MSBI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 495884 (value 13785574; 0.02% of shares outstanding; change -0.03)
Holder of MSBI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 170752 (value 4746905; 0.01% of shares outstanding; change -0.03)
Holder of MSBI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 477271 (value 13616541; 0.02% of shares outstanding; change -0.02)
Holder of MSBI: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 252226 (value 8134288; 0.01% of shares outstanding; change 0.00)
Holder of MSBI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 203843 (value 6573936; 0.01% of shares outstanding; change -0.01)
Holder of MSBI: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 247706 (value 7470812; 0.01% of shares outstanding; change 0.05)
Holder of MSBI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 476589 (value 14068907; 0.02% of shares outstanding; change -0.04)
Holder of MSBI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 168802 (value 4983035; 0.01% of shares outstanding; change -0.01)
Holder of MSBI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 454643 (value 13421061; 0.02% of shares outstanding; change -0.05)
Holder of MSBI: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 231119 (value 6989038; 0.01% of shares outstanding; change -0.07)
Holder of MSBI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 481046 (value 15513733; 0.02% of shares outstanding; change 0.01)
Holder of MSBI: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 175228 (value 5651103; 0.01% of shares outstanding; change 0.04)
Holder of MSBI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 452088 (value 14579838; 0.02% of shares outstanding; change -0.01)
Holder of MSBI: ProShares Trust-ProShares Russell 2000 Dividend Growers ETF
Shares held as of 2026-06-30: 224980 (value 7255605; 0.01% of shares outstanding; change 1.00)
Holder of MSBI: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 183956 (value 5932581; 0.01% of shares outstanding; change -0.20)
Holder of MSC: IVY FUNDS-Nomura Asset Strategy Fund
Shares held as of 2025-12-31: 345208 (value 825012; 0.00% of shares outstanding; change 1.15)
Holder of MSC: IVY FUNDS-Nomura Balanced Fund
Shares held as of 2025-12-31: 88220 (value 210836; 0.00% of shares outstanding; change 2.14)
Holder of MSC: IVY FUNDS-Nomura High Income Fund
Shares held as of 2025-12-31: 5668119 (value 13546237; 0.03% of shares outstanding; change 2.16)
Holder of MSC: Ivy Variable Insurance Portfolios-Nomura VIP High Income Series
Shares held as of 2025-12-31: 853087 (value 2038792; 0.00% of shares outstanding; change 2.14)
Holder of MSC: Delaware Group Income Funds-Nomura Floating Rate Fund
Shares held as of 2026-01-31: 29695 (value 58796; 0.00% of shares outstanding; change 0.00)
Holder of MSC: abrdn Income Credit Strategies Fund
Shares held as of 2026-01-31: 281575 (value 557518; 0.00% of shares outstanding; change 0.00)
Holder of MSC: Fidelity Advisor Series I-Fidelity Advisor Capital & Income Fund
Shares held as of 2026-02-28: 35600 (value 70488; 0.00% of shares outstanding; change -0.48)
Holder of MSC: Fidelity Central Investment PORT.s LLC-Fidelity High Income Central Fd
Shares held as of 2026-02-28: 53434 (value 97784; 0.00% of shares outstanding; change 0.91)
Holder of MSC: Fidelity Securities Fund-Fidelity Leveraged Company Stock Fund
Shares held as of 2026-02-28: 2083848 (value 4126019; 0.01% of shares outstanding; change 0.91)
Holder of MSC: Fidelity Summer Street Trust-Fidelity Capital & Income Fund
Shares held as of 2026-02-28: 695700 (value 1377486; 0.00% of shares outstanding; change -0.48)
Holder of MSC: Fidelity Advisor Series II-Fidelity Advisor Strategic Income Fund
Shares held as of 2026-03-31: 254577 (value 595684; 0.00% of shares outstanding; change 1.00)
Holder of MSC: IVY FUNDS-Nomura Asset Strategy Fund
Shares held as of 2026-03-31: 345208 (value 631730; 0.00% of shares outstanding; change 0.00)
Holder of MSC: IVY FUNDS-Nomura Balanced Fund
Shares held as of 2026-03-31: 88220 (value 161442; 0.00% of shares outstanding; change 0.00)
Holder of MSC: IVY FUNDS-Nomura High Income Fund
Shares held as of 2026-03-31: 5668119 (value 10372658; 0.03% of shares outstanding; change 0.00)
Holder of MSC: Ivy Variable Insurance Portfolios-Nomura VIP High Income Series
Shares held as of 2026-03-31: 853087 (value 1561149; 0.00% of shares outstanding; change 0.00)
Holder of MSC: Delaware Group Income Funds-Nomura Floating Rate Fund
Shares held as of 2026-04-30: 29695 (value 54341; 0.00% of shares outstanding; change 0.00)
Holder of MSC: Fidelity Advisor Series I-Fidelity Advisor Capital & Income Fund
Shares held as of 2026-04-30: 67938 (value 124326; 0.00% of shares outstanding; change 0.91)
Holder of MSC: Fidelity Securities Fund-Fidelity Leveraged Company Stock Fund
Shares held as of 2026-04-30: 2083848 (value 3813441; 0.01% of shares outstanding; change 0.00)
Holder of MSC: Fidelity Summer Street Trust-Fidelity Capital & Income Fund
Shares held as of 2026-04-30: 1327658 (value 2429614; 0.01% of shares outstanding; change 0.91)
Holder of MSC: abrdn Income Credit Strategies Fund
Shares held as of 2026-04-30: 281575 (value 515282; 0.00% of shares outstanding; change 0.00)
Holder of MSCI: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 1894725 (value 1196291479; 0.03% of shares outstanding; change -0.01)
Holder of MSCI: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 872223 (value 550704161; 0.01% of shares outstanding; change -0.10)
Holder of MSCI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2243062 (value 1416224496; 0.03% of shares outstanding; change -0.03)
Holder of MSCI: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-01-31: 1113256 (value 646634720; 0.02% of shares outstanding; change -0.02)
Holder of MSCI: BARON INVESTMENT Fd.S TRT -Baron Growth Fd.
Shares held as of 2026-03-31: 893400 (value 492075766; 0.01% of shares outstanding; change -0.24)
Holder of MSCI: BARON SELECT FUNDS-Baron Partners Fund
Shares held as of 2026-03-31: 898500 (value 494884795; 0.01% of shares outstanding; change 0.12)
Holder of MSCI: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 938319 (value 592435854; 0.01% of shares outstanding; change -0.02)
Holder of MSCI: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 1866325 (value 1027953105; 0.03% of shares outstanding; change -0.02)
Holder of MSCI: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 830166 (value 457247112; 0.01% of shares outstanding; change -0.05)
Holder of MSCI: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 1507431 (value 830277887; 0.02% of shares outstanding; change -0.03)
Holder of MSCI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2217068 (value 1221138835; 0.03% of shares outstanding; change -0.01)
Holder of MSCI: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 941559 (value 546904522; 0.01% of shares outstanding; change 0.00)
Holder of MSCI: Principal Funds, Inc-MidCap Fund
Shares held as of 2026-04-30: 878231 (value 483720833; 0.01% of shares outstanding; change -0.21)
Holder of MSCI: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 875803 (value 524711089; 0.01% of shares outstanding; change 0.03)
Holder of MSCI: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 950364 (value 552018906; 0.01% of shares outstanding; change 0.01)
Holder of MSCI: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 940249 (value 517879726; 0.01% of shares outstanding; change 0.00)
Holder of MSCI: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 884446 (value 533214808; 0.01% of shares outstanding; change 0.01)
Holder of MSCI: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 968080 (value 533208761; 0.01% of shares outstanding; change 0.02)
Holder of MSCI: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 879782 (value 484575108; 0.01% of shares outstanding; change -0.01)
Holder of MSCL.TO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 11907 (value 113949; 0.00% of shares outstanding; change 1.00)
Holder of MSCL.TO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 11907 (value 95375; 0.00% of shares outstanding; change 0.00)
Holder of MSCL.TO: Franklin Strategic Series-Franklin Biotechnology Discovery Fund
Shares held as of 2026-04-30: 343237 (value 4788156; 0.02% of shares outstanding; change 1.00)
Holder of MSCL.TO: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 11907 (value 166102; 0.00% of shares outstanding; change 0.00)
Holder of MSD: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 176 (value 1291; 0.00% of shares outstanding; change 1.00)
Holder of MSD: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 396 (value 2906; 0.00% of shares outstanding; change 1.00)
Holder of MSD: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-01-31: 58159 (value 425723; 0.00% of shares outstanding; change 0.39)
Holder of MSD: Collaborative Investment Series TRT-RAREVIEW DYNAMIC FIXED INCOME ETF
Shares held as of 2026-03-31: 270627 (value 1967458; 0.01% of shares outstanding; change 1.00)
Holder of MSD: LoCorr Investment Trust-LoCorr Spectrum Income Fund
Shares held as of 2026-03-31: 78840 (value 575532; 0.00% of shares outstanding; change 0.00)
Holder of MSD: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 115 (value 836; 0.00% of shares outstanding; change -0.35)
Holder of MSD: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 310 (value 2253; 0.00% of shares outstanding; change -0.22)
Holder of MSD: Calamos ETF Trust-Calamos CEF Income & Arbitrage ETF
Shares held as of 2026-04-30: 64123 (value 466174; 0.00% of shares outstanding; change 0.10)
Holder of MSD: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 198468 (value 1440877; 0.01% of shares outstanding; change -0.15)
Holder of MSD: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 192895 (value 1408133; 0.01% of shares outstanding; change -0.03)
Holder of MSD: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 192472 (value 1399271; 0.01% of shares outstanding; change 0.00)
Holder of MSD: LoCorr Investment Trust-LoCorr Spectrum Income Fund
Shares held as of 2026-06-30: 78840 (value 573166; 0.00% of shares outstanding; change 0.00)
Holder of MSDL: RIVERNORTH FUNDS-RiverNorth/DoubleLine Strategic Income Fund
Shares held as of 2025-12-31: 200000 (value 3084000; 0.00% of shares outstanding; change -0.60)
Holder of MSDL: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2025-12-31: 240000 (value 3635999; 0.00% of shares outstanding; change 0.25)
Holder of MSDL: RIVERNORTH/DOUBLELINE STRATEGIC OPPORTUNITY Fd. INC.-Rivernorth/Double
Shares held as of 2025-12-31: 60004 (value 925261; 0.00% of shares outstanding; change -0.09)
Holder of MSDL: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-01-31: 26839 (value 412515; 0.00% of shares outstanding; change -0.10)
Holder of MSDL: Putnam ETF Trust-Putnam BDC Income ETF
Shares held as of 2026-01-31: 378203 (value 5657916; 0.00% of shares outstanding; change -0.07)
Holder of MSDL: -FT Confluence BDC & Specialty Finance Income ETF
Shares held as of 2026-02-28: 47450 (value 733577; 0.00% of shares outstanding; change -0.03)
Holder of MSDL: AIM Investment Securities Fd.s -INVESCO High Yield Fd.
Shares held as of 2026-02-28: 36000 (value 546120; 0.00% of shares outstanding; change 1.00)
Holder of MSDL: -RiverNorth Active Income ETF
Shares held as of 2026-03-31: 25985 (value 394192; 0.00% of shares outstanding; change 0.73)
Holder of MSDL: GraniteShares ETF Trust-GraniteShares HIPS US High Income ETF
Shares held as of 2026-03-31: 142844 (value 2166943; 0.00% of shares outstanding; change -0.10)
Holder of MSDL: RIVERNORTH FUNDS-RiverNorth/DoubleLine Strategic Income Fund
Shares held as of 2026-03-31: 203607 (value 3088718; 0.00% of shares outstanding; change 0.02)
Holder of MSDL: RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc
Shares held as of 2026-03-31: 275000 (value 4171750; 0.00% of shares outstanding; change 0.15)
Holder of MSDL: RIVERNORTH/DOUBLELINE STRATEGIC OPPORTUNITY Fd. INC.-Rivernorth/Double
Shares held as of 2026-03-31: 60004 (value 910260; 0.00% of shares outstanding; change 0.00)
Holder of MSDL: -Victory Pioneer Multi-Asset Income Fund
Shares held as of 2026-04-30: 40000 (value 606800; 0.00% of shares outstanding; change 1.00)
Holder of MSDL: ETFis Series Trust I-Virtus Private Credit Strategy ETF
Shares held as of 2026-04-30: 24018 (value 359309; 0.00% of shares outstanding; change -0.11)
Holder of MSDL: Putnam ETF Trust-Putnam BDC Income ETF
Shares held as of 2026-04-30: 194461 (value 2949973; 0.00% of shares outstanding; change -0.49)
Holder of MSDL: VanEck ETF Trust-VanEck BDC Income ETF
Shares held as of 2026-04-30: 1183732 (value 17933539; 0.01% of shares outstanding; change 0.15)
Holder of MSDL: -FT Confluence BDC & Specialty Finance Income ETF
Shares held as of 2026-05-31: 48658 (value 738141; 0.00% of shares outstanding; change 0.03)
Holder of MSDL: VanEck ETF Trust-VanEck BDC Income ETF
Shares held as of 2026-05-31: 1194201 (value 18557883; 0.01% of shares outstanding; change 0.01)
Holder of MSDL: VanEck ETF Trust-VanEck BDC Income ETF
Shares held as of 2026-06-30: 1626051 (value 24667193; 0.02% of shares outstanding; change 0.36)