speb/financial-data huggingface dataset:
Holder of MOH: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 679932 (value 132838311; 0.01% of shares outstanding; change 0.39)
Holder of MOH: AMERICAN BALANCED FUND
Shares held as of 2026-03-31: 1334613 (value 263652802; 0.03% of shares outstanding; change -0.25)
Holder of MOH: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 794486 (value 179053305; 0.02% of shares outstanding; change 0.00)
Holder of MOH: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1490909 (value 294529077; 0.03% of shares outstanding; change 0.45)
Holder of MOH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 575092 (value 113609426; 0.01% of shares outstanding; change 1.00)
Holder of MOH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1187436 (value 234577985; 0.02% of shares outstanding; change 0.02)
Holder of MOH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 756176 (value 149382571; 0.01% of shares outstanding; change 0.01)
Holder of MOH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1636206 (value 323232500; 0.03% of shares outstanding; change 0.01)
Holder of MOH: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2026-03-31: 1505000 (value 297312754; 0.03% of shares outstanding; change 0.49)
Holder of MOH: VANGUARD SPECIALIZED FUNDS-Vanguard Global Capital Cycles Fund
Shares held as of 2026-04-30: 562974 (value 111215515; 0.01% of shares outstanding; change 0.00)
Holder of MOH: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 3137855 (value 613042716; 0.06% of shares outstanding; change 0.01)
Holder of MOH: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3124540 (value 617252886; 0.06% of shares outstanding; change 0.00)
Holder of MOH: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 794486 (value 156950711; 0.02% of shares outstanding; change 0.00)
Holder of MOH.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 2409949 (value 1131471055; 0.00% of shares outstanding; change 0.02)
Holder of MOH.DE: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-01-31: 1249732 (value 586749174; 0.00% of shares outstanding; change 0.00)
Holder of MOH.DE: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard European Stock Index Fd.
Shares held as of 2026-01-31: 636470 (value 298822665; 0.00% of shares outstanding; change 0.01)
Holder of MOH.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 3730468 (value 1751454726; 0.01% of shares outstanding; change 0.01)
Holder of MOH.DE: MFS SERIES TRUST X-MFS International Growth Fund
Shares held as of 2026-02-28: 704992 (value 325671063; 0.00% of shares outstanding; change 0.02)
Holder of MOH.DE: Artisan Partners Funds Inc.-Artisan International Value Fund
Shares held as of 2026-03-31: 670521 (value 309747184; 0.00% of shares outstanding; change 0.11)
Holder of MOH.DE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 1114779 (value 551871330; 0.00% of shares outstanding; change 0.00)
Holder of MOH.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 915493 (value 429823963; 0.00% of shares outstanding; change 0.00)
Holder of MOH.DE: MFS Series Trust XVII-MFS International Equity Fund
Shares held as of 2026-03-31: 671358 (value 310133836; 0.00% of shares outstanding; change -0.04)
Holder of MOH.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2467926 (value 1140058445; 0.01% of shares outstanding; change 0.02)
Holder of MOH.DE: First Eagle Funds-First Eagle Global Fund
Shares held as of 2026-04-30: 1880097 (value 868510832; 0.00% of shares outstanding; change 0.50)
Holder of MOH.DE: First Eagle Funds-First Eagle Overseas Fund
Shares held as of 2026-04-30: 655309 (value 302720000; 0.00% of shares outstanding; change 0.54)
Holder of MOH.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3733135 (value 1724521758; 0.01% of shares outstanding; change 0.00)
Holder of MOH.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1774959 (value 833343250; 0.00% of shares outstanding; change 0.01)
Holder of MOH.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 867011 (value 407061664; 0.00% of shares outstanding; change 0.01)
Holder of MOH.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 936196 (value 432475753; 0.00% of shares outstanding; change 0.01)
Holder of MOH.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1812022 (value 837063585; 0.00% of shares outstanding; change 0.02)
Holder of MOH.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 888523 (value 410453210; 0.00% of shares outstanding; change 0.03)
Holder of MOLN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 1070 (value 4386; 0.00% of shares outstanding; change 0.00)
Holder of MOLN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 1070 (value 4226; 0.00% of shares outstanding; change 0.00)
Holder of MOLN: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 1070 (value 4162; 0.00% of shares outstanding; change 0.00)
Holder of MOLN.SW: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-01-31: 3503 (value 10859; 0.00% of shares outstanding; change 0.00)
Holder of MOLN.SW: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 12 (value 36; 0.00% of shares outstanding; change 0.00)
Holder of MOLN.SW: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Social Core Eqy. PORT.
Shares held as of 2026-04-30: 3923 (value 12475; 0.00% of shares outstanding; change 1.00)
Holder of MOLN.SW: DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT.
Shares held as of 2026-04-30: 3503 (value 11139; 0.00% of shares outstanding; change 0.00)
Holder of MOLN.SW: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 12 (value 37; 0.00% of shares outstanding; change 0.00)
Holder of MOLN.SW: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-06-30: 12 (value 38; 0.00% of shares outstanding; change 0.00)
Holder of MOMO: JNL Series Trust-JNL Multi-Manager International Small Cap Fund
Shares held as of 2025-12-31: 291502 (value 1737351; 0.00% of shares outstanding; change -0.26)
Holder of MOMO: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 1019132 (value 5625608; 0.01% of shares outstanding; change 0.00)
Holder of MOMO: Dimensional Emerging Markets Value Fund
Shares held as of 2026-01-31: 539287 (value 2976864; 0.01% of shares outstanding; change -0.09)
Holder of MOMO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-01-31: 1572496 (value 8680177; 0.01% of shares outstanding; change 0.03)
Holder of MOMO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 416060 (value 2296651; 0.00% of shares outstanding; change 0.05)
Holder of MOMO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1658658 (value 9155792; 0.02% of shares outstanding; change 0.00)
Holder of MOMO: SCHWAB STRATEGIC TRUST-Schwab Fundamental Emerging Markets Equity ETF
Shares held as of 2026-02-28: 1073169 (value 6310233; 0.01% of shares outstanding; change 0.43)
Holder of MOMO: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-03-31: 1507757 (value 8986231; 0.01% of shares outstanding; change 0.00)
Holder of MOMO: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-04-30: 1181278 (value 6709658; 0.01% of shares outstanding; change 0.04)
Holder of MOMO: DFA INVESTMENT DIMENSIONS GROUP INC-Emerging Markets Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 1035307 (value 6087605; 0.01% of shares outstanding; change 0.02)
Holder of MOMO: Dimensional Emerging Markets Value Fund
Shares held as of 2026-04-30: 504616 (value 2967142; 0.00% of shares outstanding; change -0.06)
Holder of MOMO: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-04-30: 256895 (value 1397508; 0.00% of shares outstanding; change 0.00)
Holder of MOMO: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-04-30: 760059 (value 4317134; 0.01% of shares outstanding; change 0.00)
Holder of MOMO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard Emerging Markets Stock Index Fd
Shares held as of 2026-04-30: 1613332 (value 9486392; 0.02% of shares outstanding; change 0.03)
Holder of MOMO: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-04-30: 427454 (value 2513429; 0.00% of shares outstanding; change 0.03)
Holder of MOMO: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1658658 (value 9752909; 0.02% of shares outstanding; change 0.00)
Holder of MOMO: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-04-30: 231150 (value 1359162; 0.00% of shares outstanding; change 0.00)
Holder of MOMO: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-04-30: 1507757 (value 8322818; 0.01% of shares outstanding; change 0.00)
Holder of MOMO: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-05-31: 1217966 (value 6723172; 0.01% of shares outstanding; change 0.03)
Holder of MOMO: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-05-31: 256895 (value 1542654; 0.00% of shares outstanding; change 0.00)
Holder of MOMO: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-05-31: 749424 (value 4609332; 0.01% of shares outstanding; change -0.01)
Holder of MOMO: iShares, Inc.-iShares Core MSCI Emerging Markets ETF
Shares held as of 2026-05-31: 1425112 (value 8379658; 0.01% of shares outstanding; change -0.05)
Holder of MOMO: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-06-30: 1231226 (value 7239609; 0.01% of shares outstanding; change 0.01)
Holder of MOMO: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-06-30: 251277 (value 1477508; 0.00% of shares outstanding; change -0.02)
Holder of MOON.V: SPROTT FUNDS TRUST-Sprott Copper Miners ETF
Shares held as of 2025-12-31: 38458 (value 403809; 0.00% of shares outstanding; change 1.83)
Holder of MOON.V: SPROTT FUNDS TRUST-Sprott Junior Copper Miners ETF
Shares held as of 2025-12-31: 269872 (value 2833656; 0.00% of shares outstanding; change 2.03)
Holder of MOON.V: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-01-31: 2549453 (value 24117825; 0.03% of shares outstanding; change 0.00)
Holder of MOON.V: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 11413 (value 119836; 0.00% of shares outstanding; change 1.41)
Holder of MOON.V: SPROTT FUNDS TRUST-Sprott Copper Miners ETF
Shares held as of 2026-03-31: 100517 (value 750861; 0.00% of shares outstanding; change 1.61)
Holder of MOON.V: SPROTT FUNDS TRUST-Sprott Junior Copper Miners ETF
Shares held as of 2026-03-31: 781714 (value 5839403; 0.01% of shares outstanding; change 1.90)
Holder of MOON.V: U.S. GLOBAL INVESTORS FUNDS-USGI Global Resources Fund
Shares held as of 2026-03-31: 50000 (value 373499; 0.00% of shares outstanding; change 1.00)
Holder of MOON.V: U.S. GLOBAL INVESTORS FUNDS-USGI World Precious Minerals Fund
Shares held as of 2026-03-31: 50000 (value 373499; 0.00% of shares outstanding; change 1.00)
Holder of MOON.V: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 15734 (value 148843; 0.00% of shares outstanding; change 0.38)
Holder of MOON.V: Franklin Gold and Precious Metals Fd.-Franklin Gold & Precious Metals 
Shares held as of 2026-04-30: 2549453 (value 19044413; 0.03% of shares outstanding; change 0.00)
Holder of MOON.V: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 15734 (value 117532; 0.00% of shares outstanding; change 0.00)
Holder of MORN: JPMorgan Trust I-JPMorgan Small Cap Equity Fund
Shares held as of 2025-12-31: 196932 (value 35845563; 0.01% of shares outstanding; change 0.07)
Holder of MORN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 257412 (value 46854133; 0.01% of shares outstanding; change -0.02)
Holder of MORN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 290063 (value 52797268; 0.01% of shares outstanding; change -0.14)
Holder of MORN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 513222 (value 93416670; 0.01% of shares outstanding; change -0.14)
Holder of MORN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 705718 (value 128454793; 0.02% of shares outstanding; change -0.11)
Holder of MORN: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-01-31: 711303 (value 109120995; 0.02% of shares outstanding; change 1.00)
Holder of MORN: Vanguard Explorer Fund
Shares held as of 2026-01-31: 393956 (value 60436791; 0.01% of shares outstanding; change -0.05)
Holder of MORN: BARON INVESTMENT Fd.S TRT -Baron Growth Fd.
Shares held as of 2026-03-31: 535000 (value 92346350; 0.01% of shares outstanding; change -0.31)
Holder of MORN: Eaton Vance Growth Trust-Eaton Vance Atlanta Capital SMID-Cap Fund
Shares held as of 2026-03-31: 1099446 (value 189775374; 0.03% of shares outstanding; change -0.22)
Holder of MORN: JPMorgan Trust I-JPMorgan Small Cap Equity Fund
Shares held as of 2026-03-31: 206977 (value 35726300; 0.01% of shares outstanding; change 0.05)
Holder of MORN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 256151 (value 44214224; 0.01% of shares outstanding; change 0.00)
Holder of MORN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 280653 (value 48443514; 0.01% of shares outstanding; change -0.03)
Holder of MORN: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 501995 (value 86649357; 0.01% of shares outstanding; change -0.02)
Holder of MORN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 692439 (value 119521896; 0.02% of shares outstanding; change -0.02)
Holder of MORN: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-04-30: 689404 (value 118998024; 0.02% of shares outstanding; change -0.03)
Holder of MORN: Vanguard Explorer Fund
Shares held as of 2026-04-30: 444168 (value 76667838; 0.01% of shares outstanding; change 0.13)
Holder of MORN: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 775559 (value 119187901; 0.02% of shares outstanding; change 0.02)
Holder of MORN: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 778591 (value 134392592; 0.02% of shares outstanding; change 0.00)
Holder of MOS: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 7999118 (value 191178917; 0.03% of shares outstanding; change 0.02)
Holder of MOS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 7200752 (value 172097970; 0.02% of shares outstanding; change -0.04)
Holder of MOS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 4644123 (value 110994537; 0.01% of shares outstanding; change -0.04)
Holder of MOS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 9997185 (value 238932717; 0.03% of shares outstanding; change 0.00)
Holder of MOS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 4053563 (value 96880154; 0.01% of shares outstanding; change 0.00)
Holder of MOS: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 3205730 (value 71295434; 0.01% of shares outstanding; change 5.30)
Holder of MOS: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 8066578 (value 179884683; 0.03% of shares outstanding; change 0.01)
Holder of MOS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 7318917 (value 163211843; 0.02% of shares outstanding; change 0.02)
Holder of MOS: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 4660542 (value 103930083; 0.01% of shares outstanding; change 0.00)
Holder of MOS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 10103151 (value 225300259; 0.03% of shares outstanding; change 0.01)
Holder of MOS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 3416879 (value 76196399; 0.01% of shares outstanding; change 0.24)
Holder of MOS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 4067522 (value 89485484; 0.01% of shares outstanding; change 0.00)
Holder of MOS: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 2764254 (value 60813588; 0.01% of shares outstanding; change -0.14)
Holder of MOS: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-04-30: 5789842 (value 131371518; 0.02% of shares outstanding; change -0.03)
Holder of MOS: SELECT SECTOR SPDR TRUST-State Street Materials Select Sector SPDR ETF
Shares held as of 2026-04-30: 2857054 (value 64826556; 0.01% of shares outstanding; change 0.10)
Holder of MOS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 3813113 (value 86519536; 0.01% of shares outstanding; change 0.03)
Holder of MOS: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 4106820 (value 90350040; 0.01% of shares outstanding; change 0.00)
Holder of MOS: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 4061898 (value 90580322; 0.01% of shares outstanding; change 0.00)
Holder of MOS: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-05-31: 5761638 (value 127505044; 0.02% of shares outstanding; change 0.00)
Holder of MOS: SELECT SECTOR SPDR TRUST-State Street Materials Select Sector SPDR ETF
Shares held as of 2026-05-31: 2806046 (value 59881022; 0.01% of shares outstanding; change -0.02)
Holder of MOS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 3850223 (value 82163759; 0.01% of shares outstanding; change 0.01)
Holder of MOS: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 4183040 (value 93281788; 0.01% of shares outstanding; change 0.02)
Holder of MOS: Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF
Shares held as of 2026-06-30: 9183447 (value 204790861; 0.03% of shares outstanding; change 0.59)
Holder of MOS: SELECT SECTOR SPDR TRUST-State Street Materials Select Sector SPDR ETF
Shares held as of 2026-06-30: 3477189 (value 77541312; 0.01% of shares outstanding; change 0.24)
Holder of MOS: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 3869662 (value 86293459; 0.01% of shares outstanding; change 0.01)
Holder of MOV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 167613 (value 6416225; 0.01% of shares outstanding; change -0.01)
Holder of MOV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 470691 (value 18018050; 0.03% of shares outstanding; change 0.02)
Holder of MOV: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 394872 (value 15498726; 0.03% of shares outstanding; change 0.03)
Holder of MOV: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 229055 (value 8990408; 0.01% of shares outstanding; change -0.06)
Holder of MOV: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 218316 (value 7970716; 0.01% of shares outstanding; change 0.34)
Holder of MOV: Datum One Series Trust-BRANDES SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 287154 (value 10483992; 0.02% of shares outstanding; change 0.17)
Holder of MOV: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 220000 (value 8032199; 0.01% of shares outstanding; change 0.00)
Holder of MOV: ROYCE FUND-Royce Small-Cap Special Equity Fund
Shares held as of 2026-03-31: 995000 (value 36327448; 0.06% of shares outstanding; change -0.01)
Holder of MOV: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 172217 (value 6623465; 0.01% of shares outstanding; change 0.03)
Holder of MOV: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 470691 (value 17184927; 0.03% of shares outstanding; change 0.00)
Holder of MOV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 381114 (value 14589043; 0.02% of shares outstanding; change 0.02)
Holder of MOV: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 330650 (value 12320018; 0.02% of shares outstanding; change 0.00)
Holder of MOV: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 409072 (value 14935218; 0.03% of shares outstanding; change 0.04)
Holder of MOV: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 229055 (value 8362797; 0.01% of shares outstanding; change 0.00)
Holder of MOV: Goldman Sachs Trust-Goldman Sachs Small Cap Value Insights Fund
Shares held as of 2026-04-30: 174241 (value 6361538; 0.01% of shares outstanding; change 0.20)
Holder of MOV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 366132 (value 14370681; 0.02% of shares outstanding; change -0.04)
Holder of MOV: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 344607 (value 13525824; 0.02% of shares outstanding; change 0.04)
Holder of MOV: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 369630 (value 13495190; 0.02% of shares outstanding; change 0.01)
Holder of MOV: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 380756 (value 13901400; 0.02% of shares outstanding; change 0.10)
Holder of MOV.DE: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 1537657 (value 85647496; 0.01% of shares outstanding; change -0.04)
Holder of MOV.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 2122091 (value 118200470; 0.01% of shares outstanding; change 0.02)
Holder of MOV.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-01-31: 2049792 (value 114173415; 0.01% of shares outstanding; change 0.00)
Holder of MOV.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 3294235 (value 183488892; 0.01% of shares outstanding; change 0.01)
Holder of MOV.DE: -Price (T.Rowe) International Core Equity Trust
Shares held as of 2026-03-31: 1395470 (value 66689512; 0.01% of shares outstanding; change -0.09)
Holder of MOV.DE: AMCAP FUND
Shares held as of 2026-03-31: 6239105 (value 298166833; 0.02% of shares outstanding; change 0.00)
Holder of MOV.DE: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 3204345 (value 163613860; 0.01% of shares outstanding; change 0.00)
Holder of MOV.DE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 4151289 (value 211964822; 0.02% of shares outstanding; change 0.06)
Holder of MOV.DE: MORGAN STANLEY Inst. Fd. INC-Intl Advantage PORT.
Shares held as of 2026-03-31: 2223494 (value 106260780; 0.01% of shares outstanding; change -0.06)
Holder of MOV.DE: SmallCap World Fund Inc
Shares held as of 2026-03-31: 1849594 (value 88392098; 0.01% of shares outstanding; change 0.00)
Holder of MOV.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 2169842 (value 103696751; 0.01% of shares outstanding; change 0.02)
Holder of MOV.DE: Prudential World Fund, Inc.-PGIM Jennison Global Opportunities Fund
Shares held as of 2026-04-30: 1373123 (value 65621549; 0.01% of shares outstanding; change 0.05)
Holder of MOV.DE: T. ROWE PRICE Intl Fd.S, INC.-T. Rowe Price Overseas Stock Fd.
Shares held as of 2026-04-30: 1773060 (value 84734539; 0.01% of shares outstanding; change -0.04)
Holder of MOV.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 3282510 (value 156871155; 0.01% of shares outstanding; change 0.00)
Holder of MOV.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 1662202 (value 92584652; 0.01% of shares outstanding; change 0.00)
Holder of MOV.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 1665593 (value 79598690; 0.01% of shares outstanding; change 0.00)
Holder of MOV.DE: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 3401374 (value 162551666; 0.01% of shares outstanding; change 0.06)
Holder of MOVE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 3190 (value 60610; 0.00% of shares outstanding; change 0.00)
Holder of MOVE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 6794 (value 126911; 0.00% of shares outstanding; change 0.08)
Holder of MOVE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 1559 (value 29122; 0.00% of shares outstanding; change 0.00)
Holder of MOVE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 1438 (value 26861; 0.00% of shares outstanding; change 0.00)
Holder of MOVE: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 8353 (value 104412; 0.00% of shares outstanding; change 1.62)
Holder of MOVE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 6769 (value 155483; 0.00% of shares outstanding; change 0.00)
Holder of MOVE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 1558 (value 35787; 0.00% of shares outstanding; change 0.00)
Holder of MOVE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 1438 (value 33030; 0.00% of shares outstanding; change 0.00)
Holder of MOVE: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 4937 (value 61712; 0.00% of shares outstanding; change -0.27)
Holder of MOVE: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 1558 (value 19475; 0.00% of shares outstanding; change 0.00)
Holder of MOVE: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 1438 (value 17975; 0.00% of shares outstanding; change 0.00)
Holder of MP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1451175 (value 93891018; 0.01% of shares outstanding; change 0.01)
Holder of MP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 2042699 (value 132162619; 0.01% of shares outstanding; change 0.02)
Holder of MP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3619476 (value 234180086; 0.02% of shares outstanding; change 0.01)
Holder of MP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 5020173 (value 324805177; 0.03% of shares outstanding; change 0.06)
Holder of MP: Reaves Utility Income Fund
Shares held as of 2026-01-31: 2455909 (value 148066755; 0.01% of shares outstanding; change 0.00)
Holder of MP: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1503898 (value 62110986; 0.01% of shares outstanding; change 0.04)
Holder of MP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 2064680 (value 85271282; 0.01% of shares outstanding; change 0.01)
Holder of MP: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3686936 (value 152270453; 0.02% of shares outstanding; change 0.02)
Holder of MP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 5076970 (value 209678857; 0.03% of shares outstanding; change 0.01)
Holder of MP: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-04-30: 923071 (value 53122735; 0.01% of shares outstanding; change 0.08)
Holder of MP: Reaves Utility Income Fund
Shares held as of 2026-04-30: 2455909 (value 101429039; 0.01% of shares outstanding; change 0.00)
Holder of MP: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 1019039 (value 58645693; 0.01% of shares outstanding; change 0.00)
Holder of MP: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-04-30: 3525284 (value 202880091; 0.02% of shares outstanding; change 0.10)
Holder of MP: VanEck ETF Trust-VanEck Rare Earth and Strategic Metals ETF
Shares held as of 2026-04-30: 2689272 (value 159151117; 0.02% of shares outstanding; change -0.02)
Holder of MP: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 4549713 (value 276986532; 0.03% of shares outstanding; change 0.02)
Holder of MP: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-05-31: 965820 (value 43693698; 0.01% of shares outstanding; change 0.05)
Holder of MP: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 1009089 (value 52250627; 0.01% of shares outstanding; change -0.01)
Holder of MP: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-05-31: 3334997 (value 172686140; 0.02% of shares outstanding; change -0.05)
Holder of MP: VanEck ETF Trust-VanEck Rare Earth and Strategic Metals ETF
Shares held as of 2026-05-31: 2852090 (value 129028556; 0.02% of shares outstanding; change 0.06)
Holder of MP: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 4569412 (value 188716712; 0.03% of shares outstanding; change 0.00)
Holder of MP: Invesco Exchange-Traded Fund Trust-Invesco S&P MidCap Momentum ETF
Shares held as of 2026-06-30: 1053145 (value 43494887; 0.01% of shares outstanding; change 0.09)
Holder of MP: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 1040988 (value 42992803; 0.01% of shares outstanding; change 0.03)
Holder of MP: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-06-30: 3442385 (value 142170497; 0.02% of shares outstanding; change 0.03)
Holder of MP: VanEck ETF Trust-VanEck Rare Earth and Strategic Metals ETF
Shares held as of 2026-06-30: 2874905 (value 118733574; 0.02% of shares outstanding; change 0.01)
Holder of MPA: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 115 (value 1294; 0.00% of shares outstanding; change -0.36)
Holder of MPA: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 115 (value 1308; 0.00% of shares outstanding; change -0.36)
Holder of MPA: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 260 (value 2958; 0.00% of shares outstanding; change -0.22)
Holder of MPA: Clearwater Investment Trust-Clearwater Tax-Exempt Bond Fund
Shares held as of 2026-03-31: 48700 (value 532291; 0.00% of shares outstanding; change 0.00)
Holder of MPA: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 164 (value 1792; 0.00% of shares outstanding; change 0.43)
Holder of MPA: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 441 (value 4820; 0.00% of shares outstanding; change 0.70)
Holder of MPAA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 206256 (value 2281191; 0.01% of shares outstanding; change -0.04)
Holder of MPAA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 554684 (value 6134805; 0.03% of shares outstanding; change 0.00)
Holder of MPAA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 216803 (value 3330094; 0.01% of shares outstanding; change 0.07)
Holder of MPAA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 144967 (value 2226693; 0.01% of shares outstanding; change 0.00)
Holder of MPAA: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 126414 (value 1941718; 0.01% of shares outstanding; change 0.02)
Holder of MPAA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 131606 (value 2021468; 0.01% of shares outstanding; change 0.02)
Holder of MPAA: JPMorgan Trust II-JPMorgan Small Cap Value Fund
Shares held as of 2026-03-31: 136018 (value 1875688; 0.01% of shares outstanding; change 0.38)
Holder of MPAA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 213513 (value 2944344; 0.01% of shares outstanding; change 0.04)
Holder of MPAA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 554684 (value 7649092; 0.03% of shares outstanding; change 0.00)
Holder of MPAA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 323138 (value 3573906; 0.02% of shares outstanding; change 0.02)
Holder of MPAA: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 113281 (value 1252887; 0.01% of shares outstanding; change 0.00)
Holder of MPAA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 581890 (value 6162215; 0.03% of shares outstanding; change 0.05)
Holder of MPAA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 244582 (value 3372785; 0.01% of shares outstanding; change 0.13)
Holder of MPAA: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 153373 (value 2115013; 0.01% of shares outstanding; change 0.06)
Holder of MPAA: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 135923 (value 1874378; 0.01% of shares outstanding; change 0.08)
Holder of MPAA: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 132809 (value 1831436; 0.01% of shares outstanding; change 0.01)
Holder of MPAA: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-04-30: 302290 (value 4561556; 0.02% of shares outstanding; change 0.00)
Holder of MPAA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 310426 (value 4768143; 0.02% of shares outstanding; change -0.04)
Holder of MPAA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 597366 (value 9175541; 0.03% of shares outstanding; change 0.03)
Holder of MPAA: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-05-31: 302290 (value 4232060; 0.02% of shares outstanding; change 0.00)
Holder of MPAA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 313394 (value 4321703; 0.02% of shares outstanding; change 0.01)
Holder of MPAA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 597366 (value 8237677; 0.03% of shares outstanding; change 0.00)
Holder of MPAA: RBB Fund, Inc.-Adara Smaller Companies Fund
Shares held as of 2026-06-30: 302290 (value 4168579; 0.02% of shares outstanding; change 0.00)
Holder of MPB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 226914 (value 7408742; 0.01% of shares outstanding; change 0.03)
Holder of MPB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 660785 (value 21574631; 0.03% of shares outstanding; change 0.00)
Holder of MPB: FINANCIAL INVESTORS TRUST-Emerald Growth Fund
Shares held as of 2026-01-31: 150038 (value 5032274; 0.01% of shares outstanding; change 0.07)
Holder of MPB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 191551 (value 6399718; 0.01% of shares outstanding; change 0.02)
Holder of MPB: AB CAP FUND, INC.-AB Small Cap Value Portfolio
Shares held as of 2026-03-31: 111905 (value 3833865; 0.00% of shares outstanding; change -0.07)
Holder of MPB: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-03-31: 143936 (value 4931247; 0.01% of shares outstanding; change 0.00)
Holder of MPB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 231733 (value 8613515; 0.01% of shares outstanding; change 0.02)
Holder of MPB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 660785 (value 24561377; 0.03% of shares outstanding; change 0.00)
Holder of MPB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 479814 (value 15665927; 0.02% of shares outstanding; change 0.02)
Holder of MPB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 165526 (value 5404424; 0.01% of shares outstanding; change -0.02)
Holder of MPB: AB CAP FUND, INC.-AB Small Cap Value Portfolio
Shares held as of 2026-04-30: 111905 (value 3738746; 0.00% of shares outstanding; change 0.00)
Holder of MPB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 240900 (value 7915974; 0.01% of shares outstanding; change 0.00)
Holder of MPB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 141039 (value 5242419; 0.01% of shares outstanding; change 0.48)
Holder of MPB: FINANCIAL INVESTORS TRUST-Emerald Growth Fund
Shares held as of 2026-04-30: 158038 (value 5874272; 0.01% of shares outstanding; change 0.05)
Holder of MPB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 193177 (value 7180388; 0.01% of shares outstanding; change 0.01)
Holder of MPB: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-04-30: 143936 (value 4808901; 0.01% of shares outstanding; change 0.00)
Holder of MPB: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 149100 (value 5108165; 0.01% of shares outstanding; change 0.05)
Holder of MPB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 460973 (value 15401107; 0.02% of shares outstanding; change -0.04)
Holder of MPB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 163636 (value 5467078; 0.01% of shares outstanding; change -0.01)
Holder of MPB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 241198 (value 8058425; 0.01% of shares outstanding; change 0.00)
Holder of MPB: John Hancock Investment Trust II-Regional Bank Fund
Shares held as of 2026-05-31: 143936 (value 5350100; 0.01% of shares outstanding; change 0.00)
Holder of MPB: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 139234 (value 4792434; 0.01% of shares outstanding; change -0.07)
Holder of MPB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 465372 (value 17297876; 0.02% of shares outstanding; change 0.01)
Holder of MPB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 169259 (value 6291356; 0.01% of shares outstanding; change 0.03)
Holder of MPB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 279571 (value 10391653; 0.01% of shares outstanding; change 0.16)
Holder of MPB: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 246575 (value 9165192; 0.01% of shares outstanding; change 0.77)
Holder of MPC: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 7581182 (value 1885970678; 0.03% of shares outstanding; change 0.01)
Holder of MPC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 9442893 (value 2349108531; 0.03% of shares outstanding; change -0.01)
Holder of MPC: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 3767376 (value 937210143; 0.01% of shares outstanding; change -0.02)
Holder of MPC: VANGUARD FENWAY FUNDS-Vanguard Equity Income Fund
Shares held as of 2026-03-31: 2124211 (value 656890988; 0.01% of shares outstanding; change -0.07)
Holder of MPC: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 7495342 (value 2317859486; 0.03% of shares outstanding; change -0.01)
Holder of MPC: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 6365396 (value 1968434996; 0.02% of shares outstanding; change -0.03)
Holder of MPC: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Value Index Fund
Shares held as of 2026-03-31: 1915985 (value 592499182; 0.01% of shares outstanding; change 0.02)
Holder of MPC: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 9359089 (value 2894204590; 0.03% of shares outstanding; change -0.01)
Holder of MPC: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 2725862 (value 842945538; 0.01% of shares outstanding; change -0.01)
Holder of MPC: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 3780376 (value 918291148; 0.01% of shares outstanding; change 0.00)
Holder of MPC: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-04-30: 6684861 (value 1761995572; 0.02% of shares outstanding; change -0.02)
Holder of MPC: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 3519717 (value 927726959; 0.01% of shares outstanding; change 0.03)
Holder of MPC: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 3815689 (value 926869028; 0.01% of shares outstanding; change 0.01)
Holder of MPC: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 3775119 (value 1167417762; 0.01% of shares outstanding; change 0.00)
Holder of MPC: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-05-31: 6539157 (value 1821710996; 0.02% of shares outstanding; change -0.02)
Holder of MPC: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 3554090 (value 990116132; 0.01% of shares outstanding; change 0.01)
Holder of MPC: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 3886553 (value 1201877611; 0.01% of shares outstanding; change 0.02)
Holder of MPC: SELECT SECTOR SPDR TRUST-State Street Energy Select Sector SPDR ETF
Shares held as of 2026-06-30: 6232175 (value 1927237736; 0.02% of shares outstanding; change -0.05)
Holder of MPC: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 3528267 (value 1091081252; 0.01% of shares outstanding; change -0.01)
Holder of MPCC.OL: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 3209840 (value 83552137; 0.01% of shares outstanding; change 0.00)
Holder of MPCC.OL: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-01-31: 4576780 (value 116204441; 0.01% of shares outstanding; change 0.00)
Holder of MPCC.OL: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 1527436 (value 38781599; 0.00% of shares outstanding; change 0.35)
Holder of MPCC.OL: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-01-31: 2308597 (value 58615276; 0.01% of shares outstanding; change 0.09)
Holder of MPCC.OL: VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap 
Shares held as of 2026-01-31: 1280892 (value 32521847; 0.00% of shares outstanding; change 0.01)
Holder of MPCC.OL: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 5191414 (value 131809998; 0.01% of shares outstanding; change 0.00)
Holder of MPCC.OL: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 3317399 (value 78954093; 0.01% of shares outstanding; change 0.03)
Holder of MPCC.OL: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-04-30: 11266837 (value 300599214; 0.03% of shares outstanding; change 0.01)
Holder of MPCC.OL: DFA INVESTMENT DIMENSIONS GROUP INC-DFA Intl Small Cap Value PORT.
Shares held as of 2026-04-30: 4576780 (value 108927360; 0.01% of shares outstanding; change 0.00)
Holder of MPCC.OL: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 2104590 (value 50089240; 0.00% of shares outstanding; change 0.38)
Holder of MPCC.OL: Dimensional ETF Trust-Dimensional International Small Cap Value ETF
Shares held as of 2026-04-30: 2388973 (value 56857555; 0.01% of shares outstanding; change 0.03)
Holder of MPCC.OL: Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd.
Shares held as of 2026-04-30: 3262898 (value 77656969; 0.01% of shares outstanding; change 1.00)
Holder of MPCC.OL: Old Westbury Funds Inc-Old Westbury Small & Mid Cap Strategies Fund
Shares held as of 2026-04-30: 1512738 (value 36003163; 0.00% of shares outstanding; change 1.58)
Holder of MPCC.OL: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 5191414 (value 123555649; 0.01% of shares outstanding; change 0.00)
Holder of MPCC.OL: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 2671841 (value 67838041; 0.01% of shares outstanding; change 0.01)
Holder of MPCC.OL: iShares Trust-iShares Core MSCI Total International Stock ETF
Shares held as of 2026-04-30: 1103249 (value 28011491; 0.00% of shares outstanding; change 0.00)
Holder of MPCC.OL: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-04-30: 1445132 (value 36691900; 0.00% of shares outstanding; change 0.00)
Holder of MPCC.OL: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-05-31: 11292861 (value 286725733; 0.03% of shares outstanding; change 0.00)
Holder of MPCC.OL: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 2693856 (value 64113770; 0.01% of shares outstanding; change 0.01)
Holder of MPCC.OL: iShares Trust-iShares MSCI EAFE Small-Cap ETF
Shares held as of 2026-05-31: 1403950 (value 33414008; 0.00% of shares outstanding; change -0.03)
Holder of MPCC.OL: American Century ETF Trust-Avantis International Small Cap Value ETF
Shares held as of 2026-06-30: 11323579 (value 269501171; 0.03% of shares outstanding; change 0.00)
Holder of MPI0.DE: PIMCO Dynamic Income Fund
Shares held as of 2025-12-31: 6139000 (value 55699146; 0.00% of shares outstanding; change 0.00)
Holder of MPI0.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 19654672 (value 178326838; 0.01% of shares outstanding; change 0.01)
Holder of MPI0.DE: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-01-31: 6979209 (value 63322362; 0.00% of shares outstanding; change 0.00)
Holder of MPI0.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 30506850 (value 276788648; 0.01% of shares outstanding; change -0.01)
Holder of MPI0.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 7264686 (value 65912495; 0.00% of shares outstanding; change 0.01)
Holder of MPI0.DE: Fidelity Salem Street TRT-Fidelity SAI Intl Value Index Fd.
Shares held as of 2026-03-31: 5821572 (value 52819122; 0.00% of shares outstanding; change 0.00)
Holder of MPI0.DE: PIMCO Dynamic Income Fund
Shares held as of 2026-03-31: 6139000 (value 71077342; 0.00% of shares outstanding; change 0.00)