speb/financial-data huggingface dataset:
Holder of MNR: Guidestone Funds-SMALL CAP EQUITY FUND
Shares held as of 2025-12-31: 45759 (value 607679; 0.00% of shares outstanding; change -0.13)
Holder of MNR: -Bastion Energy ETF
Shares held as of 2026-02-28: 65568 (value 877955; 0.00% of shares outstanding; change 0.04)
Holder of MNR: American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 1485000 (value 19720799; 0.01% of shares outstanding; change -0.15)
Holder of MNR: American Century Capital Portfolios, Inc.-Small Cap Dividend Fund
Shares held as of 2026-03-31: 135786 (value 1818174; 0.00% of shares outstanding; change 0.14)
Holder of MNR: American Century Capital Portfolios, Inc.-Small Cap Value Fund
Shares held as of 2026-03-31: 1522920 (value 20391899; 0.01% of shares outstanding; change -0.12)
Holder of MNR: Bridge Builder Trust-Bridge Builder Small/Mid Cap Value Fund
Shares held as of 2026-03-31: 303367 (value 4062084; 0.00% of shares outstanding; change 0.10)
Holder of MNR: Guidestone Funds-SMALL CAP EQUITY FUND
Shares held as of 2026-03-31: 33258 (value 445324; 0.00% of shares outstanding; change -0.27)
Holder of MNR: LoCorr Investment Trust-LoCorr Spectrum Income Fund
Shares held as of 2026-03-31: 50131 (value 642679; 0.00% of shares outstanding; change 1.00)
Holder of MNR: MML SERIES INVESTMENT Fd.-MML VIP American Century Small Company Value
Shares held as of 2026-03-31: 25438 (value 340614; 0.00% of shares outstanding; change 0.05)
Holder of MNR: Voya Partners Inc-VY(R) American Century Small-Mid Cap Value Portfolio
Shares held as of 2026-03-31: 39352 (value 529284; 0.00% of shares outstanding; change 0.05)
Holder of MNR: First TRT Exch-Trd Fd. VI-Multi-Asset Diversified Income Index Fd.
Shares held as of 2026-04-30: 509871 (value 6760889; 0.00% of shares outstanding; change 0.02)
Holder of MNR: Invesco Exch-Trd Fd. TRT-Invesco Energy Exploration & Production ETF
Shares held as of 2026-04-30: 230641 (value 3058299; 0.00% of shares outstanding; change 0.41)
Holder of MNR: Voya Partners Inc-VY(R) American Century Small-Mid Cap Value Portfolio
Shares held as of 2026-04-30: 45149 (value 593709; 0.00% of shares outstanding; change 0.15)
Holder of MNR: First TRT Exch-Trd Fd. VI-Multi-Asset Diversified Income Index Fd.
Shares held as of 2026-05-31: 509091 (value 6526546; 0.00% of shares outstanding; change 0.00)
Holder of MNR: Invesco Exch-Trd Fd. TRT-Invesco Energy Exploration & Production ETF
Shares held as of 2026-05-31: 235504 (value 3096877; 0.00% of shares outstanding; change 0.02)
Holder of MNR: Voya Partners Inc-VY(R) American Century Small-Mid Cap Value Portfolio
Shares held as of 2026-05-31: 43513 (value 582639; 0.00% of shares outstanding; change -0.04)
Holder of MNR: First TRT Exch-Trd Fd. VI-Multi-Asset Diversified Income Index Fd.
Shares held as of 2026-06-30: 494251 (value 6618021; 0.00% of shares outstanding; change -0.03)
Holder of MNR: Invesco Exch-Trd Fd. TRT-Invesco Energy Exploration & Production ETF
Shares held as of 2026-06-30: 167593 (value 2244070; 0.00% of shares outstanding; change -0.29)
Holder of MNR: LoCorr Investment Trust-LoCorr Spectrum Income Fund
Shares held as of 2026-06-30: 80645 (value 1079836; 0.00% of shares outstanding; change 0.61)
Holder of MNRO: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2025-12-31: 512296 (value 8171121; 0.02% of shares outstanding; change 1.00)
Holder of MNRO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 325941 (value 5361729; 0.01% of shares outstanding; change -0.04)
Holder of MNRO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 890712 (value 14652213; 0.03% of shares outstanding; change 0.00)
Holder of MNRO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 360685 (value 5536514; 0.01% of shares outstanding; change 0.12)
Holder of MNRO: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 294061 (value 4513836; 0.01% of shares outstanding; change 0.01)
Holder of MNRO: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 441478 (value 7412416; 0.01% of shares outstanding; change 0.32)
Holder of MNRO: College Retirement Equities Fd.-College Retirement Equities Fd. - Tota
Shares held as of 2026-03-31: 679025 (value 11400830; 0.02% of shares outstanding; change 0.33)
Holder of MNRO: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 895000 (value 15027050; 0.03% of shares outstanding; change 0.67)
Holder of MNRO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 340253 (value 5712848; 0.01% of shares outstanding; change 0.04)
Holder of MNRO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 890712 (value 14955055; 0.03% of shares outstanding; change 0.00)
Holder of MNRO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 688448 (value 11324970; 0.02% of shares outstanding; change -0.10)
Holder of MNRO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 407394 (value 6840145; 0.01% of shares outstanding; change 0.13)
Holder of MNRO: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 274658 (value 4380795; 0.01% of shares outstanding; change 0.00)
Holder of MNRO: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1804015 (value 28052433; 0.06% of shares outstanding; change 0.00)
Holder of MNRO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 688448 (value 10567677; 0.02% of shares outstanding; change 0.00)
Holder of MNRO: SPDR SERIES TRUST-State Street SPDR S&P Retail ETF
Shares held as of 2026-05-31: 499559 (value 8522476; 0.02% of shares outstanding; change 1.24)
Holder of MNRO: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1801503 (value 30247237; 0.06% of shares outstanding; change 0.00)
Holder of MNRO: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 699856 (value 11750582; 0.02% of shares outstanding; change 0.02)
Holder of MNRO: iShares Trust-iShares S&P Small-Cap 600 Value ETF
Shares held as of 2026-05-31: 290672 (value 4880383; 0.01% of shares outstanding; change 0.06)
Holder of MNRO: SPDR SERIES TRUST-State Street SPDR S&P Retail ETF
Shares held as of 2026-06-30: 305085 (value 5122377; 0.01% of shares outstanding; change -0.39)
Holder of MNSB: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 31346 (value 748229; 0.00% of shares outstanding; change 0.10)
Holder of MNSB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 63357 (value 1450241; 0.01% of shares outstanding; change 0.00)
Holder of MNSB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 229832 (value 5260854; 0.03% of shares outstanding; change 0.00)
Holder of MNSB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 33410 (value 805515; 0.00% of shares outstanding; change 0.00)
Holder of MNSB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 68083 (value 1641481; 0.01% of shares outstanding; change 0.03)
Holder of MNSB: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 34692 (value 813527; 0.00% of shares outstanding; change 0.00)
Holder of MNSB: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 34396 (value 806586; 0.00% of shares outstanding; change 0.10)
Holder of MNSB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 26126 (value 623627; 0.00% of shares outstanding; change -0.13)
Holder of MNSB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 63357 (value 1485721; 0.01% of shares outstanding; change 0.00)
Holder of MNSB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 229832 (value 5389560; 0.03% of shares outstanding; change 0.00)
Holder of MNSB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 146174 (value 3345922; 0.02% of shares outstanding; change 0.01)
Holder of MNSB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 56036 (value 1282664; 0.01% of shares outstanding; change 0.00)
Holder of MNSB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 57185 (value 1365005; 0.01% of shares outstanding; change 0.20)
Holder of MNSB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 47383 (value 1111131; 0.01% of shares outstanding; change 0.42)
Holder of MNSB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 26031 (value 627607; 0.00% of shares outstanding; change 0.00)
Holder of MNSB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 66859 (value 1567843; 0.01% of shares outstanding; change -0.02)
Holder of MNSB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 140499 (value 3387430; 0.02% of shares outstanding; change -0.04)
Holder of MNSB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 55391 (value 1335477; 0.01% of shares outstanding; change -0.01)
Holder of MNSB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 72318 (value 1743587; 0.01% of shares outstanding; change 0.26)
Holder of MNSB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 26031 (value 610426; 0.00% of shares outstanding; change 0.00)
Holder of MNSB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 141824 (value 3325772; 0.02% of shares outstanding; change 0.01)
Holder of MNSB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 55864 (value 1310010; 0.01% of shares outstanding; change 0.01)
Holder of MNSB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 88567 (value 2076896; 0.01% of shares outstanding; change 0.22)
Holder of MNSO: STATE STREET Inst. INVESTMENT TRT-State Street Global All Cap Eqy. ex-
Shares held as of 2025-12-31: 21700 (value 281449; 0.00% of shares outstanding; change 0.00)
Holder of MNSO: ETF Series Solutions-AAM Transformers ETF
Shares held as of 2026-01-31: 18437 (value 212762; 0.00% of shares outstanding; change 0.36)
Holder of MNSO: Steward Funds Inc-Steward Global Equity Income Fund
Shares held as of 2026-01-31: 359414 (value 4147637; 0.00% of shares outstanding; change -0.02)
Holder of MNSO: MORGAN STANLEY PATHWAY FUNDS-Emerging Markets Equity Fund
Shares held as of 2026-02-28: 45500 (value 555555; 0.00% of shares outstanding; change 0.00)
Holder of MNSO: American Century ETF Trust-Avantis Emerging Markets Equity Fund
Shares held as of 2026-03-31: 11647 (value 134406; 0.00% of shares outstanding; change 0.00)
Holder of MNSO: VanEck Funds-Emerging Markets Fund
Shares held as of 2026-03-31: 148000 (value 1807080; 0.00% of shares outstanding; change 0.00)
Holder of MNSO: VanEck VIP Trust-VanEck VIP Emerging Markets Fund
Shares held as of 2026-03-31: 33500 (value 409035; 0.00% of shares outstanding; change 0.00)
Holder of MNSO: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-04-30: 117342 (value 1544220; 0.00% of shares outstanding; change 0.00)
Holder of MNSO: EA Series Trust-StockSnips AI-Powered Sentiment US All Cap ETF
Shares held as of 2026-04-30: 36257 (value 442697; 0.00% of shares outstanding; change 1.00)
Holder of MNSO: ETF Series Solutions-AAM Transformers ETF
Shares held as of 2026-04-30: 24184 (value 295286; 0.00% of shares outstanding; change 0.31)
Holder of MNSO: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-04-30: 22415 (value 294981; 0.00% of shares outstanding; change 0.00)
Holder of MNSO: SPDR INDEX SHARES FUNDS-State Street SPDR S&P China ETF
Shares held as of 2026-04-30: 16993 (value 223627; 0.00% of shares outstanding; change -0.04)
Holder of MNSO: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-04-30: 137097 (value 1636938; 0.00% of shares outstanding; change 0.00)
Holder of MNSO: Steward Funds Inc-Steward Global Equity Income Fund
Shares held as of 2026-04-30: 360739 (value 4404623; 0.00% of shares outstanding; change 0.00)
Holder of MNSO: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-05-31: 117342 (value 1354126; 0.00% of shares outstanding; change 0.00)
Holder of MNSO: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-05-31: 21011 (value 267890; 0.00% of shares outstanding; change -0.06)
Holder of MNSO: SPDR INDEX SHARES FUNDS-State Street SPDR S&P China ETF
Shares held as of 2026-05-31: 16993 (value 216660; 0.00% of shares outstanding; change 0.00)
Holder of MNSO: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-05-31: 137097 (value 1747986; 0.00% of shares outstanding; change 0.00)
Holder of MNSO: American Century ETF Trust-Avantis Emerging Markets Equity ETF
Shares held as of 2026-06-30: 117342 (value 1432745; 0.00% of shares outstanding; change 0.00)
Holder of MNSO: Invesco Exchange-Traded Fund Trust-Invesco Golden Dragon China ETF
Shares held as of 2026-06-30: 18011 (value 219914; 0.00% of shares outstanding; change -0.14)
Holder of MNSO: SPDR INDEX SHARES FUNDS-State Street SPDR S&P China ETF
Shares held as of 2026-06-30: 16993 (value 207484; 0.00% of shares outstanding; change 0.00)
Holder of MNSO: SPDR INDEX SHARES Fd.S-State Street SPDR PORT. Emerging Markets ETF
Shares held as of 2026-06-30: 137097 (value 1673954; 0.00% of shares outstanding; change 0.00)
Holder of MNST: LOOMIS SAYLES FUNDS II-Loomis Sayles Growth Fund
Shares held as of 2025-12-31: 6832422 (value 601799742; 0.01% of shares outstanding; change -0.03)
Holder of MNST: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 17983744 (value 1584008204; 0.02% of shares outstanding; change 0.02)
Holder of MNST: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 8063623 (value 710243928; 0.01% of shares outstanding; change -0.10)
Holder of MNST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 21464568 (value 1890599188; 0.02% of shares outstanding; change 0.00)
Holder of MNST: AMCAP FUND
Shares held as of 2026-03-31: 5873275 (value 517318072; 0.01% of shares outstanding; change 0.00)
Holder of MNST: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 9108432 (value 802270707; 0.01% of shares outstanding; change 0.00)
Holder of MNST: JPMorgan Trust II-JPMorgan Large Cap Growth Fund
Shares held as of 2026-03-31: 11900035 (value 1112534246; 0.01% of shares outstanding; change 1.00)
Holder of MNST: LOOMIS SAYLES FUNDS II-Loomis Sayles Growth Fund
Shares held as of 2026-03-31: 6774850 (value 633380712; 0.01% of shares outstanding; change -0.01)
Holder of MNST: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 18124984 (value 1694504715; 0.02% of shares outstanding; change 0.01)
Holder of MNST: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 7913627 (value 739844971; 0.01% of shares outstanding; change -0.02)
Holder of MNST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 21719713 (value 2030575921; 0.02% of shares outstanding; change 0.01)
Holder of MNST: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 9139879 (value 850191513; 0.01% of shares outstanding; change 0.00)
Holder of MNST: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 20938372 (value 1943709111; 0.02% of shares outstanding; change 0.02)
Holder of MNST: SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD
Shares held as of 2026-04-30: 6822960 (value 633375389; 0.01% of shares outstanding; change -0.09)
Holder of MNST: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 8541959 (value 792950069; 0.01% of shares outstanding; change 0.03)
Holder of MNST: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 9225253 (value 858133003; 0.01% of shares outstanding; change 0.01)
Holder of MNST: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 9127159 (value 853298075; 0.01% of shares outstanding; change 0.00)
Holder of MNST: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 21198319 (value 2066836102; 0.02% of shares outstanding; change 0.01)
Holder of MNST: SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD
Shares held as of 2026-05-31: 7021514 (value 680244257; 0.01% of shares outstanding; change 0.03)
Holder of MNST: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 8625374 (value 835626209; 0.01% of shares outstanding; change 0.01)
Holder of MNST: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 9396645 (value 878492320; 0.01% of shares outstanding; change 0.02)
Holder of MNST: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 20760361 (value 1940886105; 0.02% of shares outstanding; change -0.02)
Holder of MNST: SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD
Shares held as of 2026-06-30: 6315230 (value 590410839; 0.01% of shares outstanding; change -0.10)
Holder of MNST: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 8624263 (value 806282329; 0.01% of shares outstanding; change 0.00)
Holder of MNTK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 711913 (value 1238728; 0.01% of shares outstanding; change 0.00)
Holder of MNTK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1900119 (value 3306207; 0.01% of shares outstanding; change 0.00)
Holder of MNTK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 679132 (value 1032280; 0.00% of shares outstanding; change 0.00)
Holder of MNTK: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 321192 (value 600629; 0.00% of shares outstanding; change 0.01)
Holder of MNTK: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 332566 (value 621898; 0.00% of shares outstanding; change 0.01)
Holder of MNTK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 351733 (value 583876; 0.00% of shares outstanding; change 0.00)
Holder of MNTK: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 711913 (value 1331277; 0.01% of shares outstanding; change 0.00)
Holder of MNTK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1900119 (value 3553222; 0.01% of shares outstanding; change 0.00)
Holder of MNTK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1573340 (value 2737611; 0.01% of shares outstanding; change 0.02)
Holder of MNTK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 445001 (value 774301; 0.00% of shares outstanding; change 0.00)
Holder of MNTK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 774101 (value 1285007; 0.01% of shares outstanding; change 0.00)
Holder of MNTK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 350453 (value 532688; 0.00% of shares outstanding; change 0.00)
Holder of MNTK: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 677297 (value 1266545; 0.00% of shares outstanding; change 0.00)
Holder of MNTK: First TRT Exch-Trd Fd.-First TRT Nasdaq Clean Edge Green Energy Index 
Shares held as of 2026-04-30: 323279 (value 536643; 0.00% of shares outstanding; change 0.08)
Holder of MNTK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1511823 (value 2297970; 0.01% of shares outstanding; change -0.04)
Holder of MNTK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 439916 (value 668672; 0.00% of shares outstanding; change -0.01)
Holder of MNTK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 774101 (value 1176633; 0.01% of shares outstanding; change 0.00)
Holder of MNTK: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 350453 (value 655347; 0.00% of shares outstanding; change 0.00)
Holder of MNTK: First TRT Exch-Trd Fd.-First TRT Nasdaq Clean Edge Green Energy Index 
Shares held as of 2026-05-31: 344828 (value 541379; 0.00% of shares outstanding; change 0.07)
Holder of MNTK: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1526186 (value 2853967; 0.01% of shares outstanding; change 0.01)
Holder of MNTK: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 443645 (value 829616; 0.00% of shares outstanding; change 0.01)
Holder of MNTK: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 774101 (value 1447568; 0.01% of shares outstanding; change 0.00)
Holder of MNTK: First TRT Exch-Trd Fd.-First TRT Nasdaq Clean Edge Green Energy Index 
Shares held as of 2026-06-30: 355133 (value 664098; 0.00% of shares outstanding; change 0.03)
Holder of MNTN: BlackRock Innovation & Growth Term TRT-BlackRock Technology & Private 
Shares held as of 2025-12-31: 332808 (value 3118410; 0.01% of shares outstanding; change -0.21)
Holder of MNTN: BlackRock Science & Technology Trust
Shares held as of 2025-12-31: 885421 (value 8296394; 0.01% of shares outstanding; change -0.19)
Holder of MNTN: BlackRock Science and Technology Term Trust
Shares held as of 2025-12-31: 371763 (value 3483419; 0.01% of shares outstanding; change -0.10)
Holder of MNTN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 349586 (value 3296596; 0.01% of shares outstanding; change -0.14)
Holder of MNTN: Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund
Shares held as of 2026-01-31: 650000 (value 5187000; 0.01% of shares outstanding; change 0.00)
Holder of MNTN: HARTFORD MUTUAL FUNDS II INC-THE HARTFORD SMALL CAP GROWTH FUND
Shares held as of 2026-01-31: 87469 (value 698002; 0.00% of shares outstanding; change 1.00)
Holder of MNTN: Columbia Funds Series Trust I-Columbia Small Cap Growth Fund
Shares held as of 2026-02-28: 608425 (value 5220286; 0.01% of shares outstanding; change 0.07)
Holder of MNTN: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-02-28: 1882686 (value 15023834; 0.03% of shares outstanding; change 0.00)
Holder of MNTN: Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund
Shares held as of 2026-02-28: 937773 (value 7483428; 0.02% of shares outstanding; change 0.00)
Holder of MNTN: HARTFORD SERIES FUND INC-HARTFORD SMALL CAP GROWTH HLS FUND
Shares held as of 2026-03-31: 248891 (value 2135484; 0.00% of shares outstanding; change 0.67)
Holder of MNTN: NORTHWESTERN MUTUAL SERIES FUND INC-Small Cap Growth Stock Portfolio
Shares held as of 2026-03-31: 345671 (value 2965857; 0.01% of shares outstanding; change 0.68)
Holder of MNTN: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 118707 (value 1018506; 0.00% of shares outstanding; change 0.00)
Holder of MNTN: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1279386 (value 10977131; 0.02% of shares outstanding; change 2.66)
Holder of MNTN: Victory Portfolios II-VictoryShares Small Cap Free Cash Flow ETF
Shares held as of 2026-03-31: 101017 (value 806115; 0.00% of shares outstanding; change 0.63)
Holder of MNTN: Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund
Shares held as of 2026-04-30: 650000 (value 5576999; 0.01% of shares outstanding; change 0.00)
Holder of MNTN: Fidelity Securities Fund-Fidelity Small Cap Growth Fund
Shares held as of 2026-04-30: 1882686 (value 16153445; 0.03% of shares outstanding; change 0.00)
Holder of MNTN: Fidelity Securities Fund-Fidelity Small Cap Growth K6 Fund
Shares held as of 2026-04-30: 937773 (value 8046092; 0.02% of shares outstanding; change 0.00)
Holder of MNTN: HARTFORD MUTUAL FUNDS II INC-THE HARTFORD SMALL CAP GROWTH FUND
Shares held as of 2026-04-30: 134101 (value 1150586; 0.00% of shares outstanding; change 0.53)
Holder of MNTN: Unified Series Trust-Auer Growth Fund
Shares held as of 2026-05-31: 160000 (value 1372799; 0.00% of shares outstanding; change 1.39)
Holder of MNTS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2229 (value 37558; 0.00% of shares outstanding; change 0.00)
Holder of MNTS: Procure ETF Trust II-Procure Space ETF
Shares held as of 2026-01-31: 7463 (value 65375; 0.00% of shares outstanding; change 1.00)
Holder of MNTS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 16463 (value 245463; 0.00% of shares outstanding; change 1.49)
Holder of MNTS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 1783 (value 26584; 0.00% of shares outstanding; change 2.06)
Holder of MNTS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 766 (value 11421; 0.00% of shares outstanding; change 0.00)
Holder of MNTS: Themes ETF Trust-Themes Transatlantic Defense ETF
Shares held as of 2026-03-31: 3816 (value 17973; 0.00% of shares outstanding; change 1.00)
Holder of MNTS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2229 (value 10498; 0.00% of shares outstanding; change 0.00)
Holder of MNTS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 16403 (value 143690; 0.00% of shares outstanding; change 0.00)
Holder of MNTS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 1783 (value 15619; 0.00% of shares outstanding; change 0.00)
Holder of MNTS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 766 (value 6710; 0.00% of shares outstanding; change 0.00)
Holder of MNTS: Procure ETF Trust II-Procure Space ETF
Shares held as of 2026-04-30: 224833 (value 1058963; 0.01% of shares outstanding; change 29.13)
Holder of MNTS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 9234 (value 43492; 0.00% of shares outstanding; change -0.44)
Holder of MNTS: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 1783 (value 8397; 0.00% of shares outstanding; change 0.00)
Holder of MNTS: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 766 (value 3607; 0.00% of shares outstanding; change 0.00)
Holder of MNY: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 6906 (value 9247; 0.00% of shares outstanding; change 0.00)
Holder of MNY: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 6906 (value 8287; 0.00% of shares outstanding; change 0.00)
Holder of MNY: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 6906 (value 6629; 0.00% of shares outstanding; change 0.00)
Holder of MO: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 42328390 (value 2945209453; 0.03% of shares outstanding; change 0.02)
Holder of MO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 52742057 (value 3669792422; 0.03% of shares outstanding; change 0.00)
Holder of MO: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 51460942 (value 3756134046; 0.03% of shares outstanding; change 0.21)
Holder of MO: AMERICAN MUTUAL FUND
Shares held as of 2026-03-31: 11092913 (value 766742177; 0.01% of shares outstanding; change 6.49)
Holder of MO: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 21437922 (value 1491650652; 0.01% of shares outstanding; change 0.00)
Holder of MO: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 42659213 (value 3113695865; 0.03% of shares outstanding; change 0.01)
Holder of MO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 53091357 (value 3875138034; 0.03% of shares outstanding; change 0.01)
Holder of MO: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 15463422 (value 1128675138; 0.01% of shares outstanding; change 0.00)
Holder of MO: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 9464964 (value 702394969; 0.01% of shares outstanding; change -0.02)
Holder of MO: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-03-31: 10171559 (value 703058186; 0.01% of shares outstanding; change 0.00)
Holder of MO: AMERICAN MUTUAL FUND
Shares held as of 2026-04-30: 11092913 (value 793365100; 0.01% of shares outstanding; change 0.00)
Holder of MO: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 21511872 (value 1486900651; 0.01% of shares outstanding; change 0.00)
Holder of MO: SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD
Shares held as of 2026-04-30: 9833029 (value 707388130; 0.01% of shares outstanding; change -0.09)
Holder of MO: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 20090229 (value 1445291123; 0.01% of shares outstanding; change 0.03)
Holder of MO: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-04-30: 10171559 (value 727469865; 0.01% of shares outstanding; change 0.00)
Holder of MO: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 21712934 (value 1500798057; 0.01% of shares outstanding; change 0.01)
Holder of MO: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 21481983 (value 1567969893; 0.01% of shares outstanding; change 0.00)
Holder of MO: SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD
Shares held as of 2026-05-31: 10119216 (value 723726294; 0.01% of shares outstanding; change 0.03)
Holder of MO: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 20226005 (value 1446563809; 0.01% of shares outstanding; change 0.01)
Holder of MO: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 22116694 (value 1614297447; 0.01% of shares outstanding; change 0.02)
Holder of MO: AMERICAN MUTUAL FUND
Shares held as of 2026-06-30: 20092913 (value 1466581676; 0.01% of shares outstanding; change 0.81)
Holder of MO: Capital Income Builder
Shares held as of 2026-06-30: 10280570 (value 750378782; 0.01% of shares outstanding; change 0.14)
Holder of MO: Investment Co of America
Shares held as of 2026-06-30: 18852742 (value 1376061598; 0.01% of shares outstanding; change 1.55)
Holder of MO: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 20182778 (value 1473140923; 0.01% of shares outstanding; change 0.00)
Holder of MO: WASHINGTON MUTUAL INVESTORS FUND
Shares held as of 2026-06-30: 10171559 (value 754831384; 0.01% of shares outstanding; change 0.00)
Holder of MOB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 5238 (value 30851; 0.00% of shares outstanding; change 0.00)
Holder of MOB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 7111 (value 40248; 0.00% of shares outstanding; change 0.36)
Holder of MOB: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 7111 (value 33208; 0.00% of shares outstanding; change 0.00)
Holder of MOB.DE: JPMorgan Trust II-JPMorgan Large Cap Growth Fund
Shares held as of 2026-03-31: 11900035 (value 981038914; 0.01% of shares outstanding; change 1.00)
Holder of MOB.DE: LOOMIS SAYLES FUNDS II-Loomis Sayles Growth Fund
Shares held as of 2026-03-31: 6774850 (value 558518650; 0.01% of shares outstanding; change -0.01)
Holder of MOB.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 18124984 (value 1494223725; 0.02% of shares outstanding; change 0.01)
Holder of MOB.DE: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 7913627 (value 652399429; 0.01% of shares outstanding; change -0.02)
Holder of MOB.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 21719713 (value 1790573192; 0.02% of shares outstanding; change 0.01)
Holder of MOB.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 9127159 (value 752443010; 0.01% of shares outstanding; change 0.00)
Holder of MOB.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 21198319 (value 1831110736; 0.02% of shares outstanding; change 0.01)
Holder of MOB.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 9396645 (value 774659436; 0.01% of shares outstanding; change 0.02)
Holder of MOB.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 20760361 (value 1711484211; 0.02% of shares outstanding; change -0.02)
Holder of MOB.DE: SELECT SECTOR SPDR TRT-State Street Consumer Staples Select Sector SPD
Shares held as of 2026-06-30: 6315230 (value 520627576; 0.01% of shares outstanding; change -0.10)
Holder of MOB.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 8624263 (value 710984262; 0.01% of shares outstanding; change 0.00)
Holder of MOBX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 37951 (value 91082; 0.00% of shares outstanding; change 0.00)
Holder of MOBX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 48246 (value 115790; 0.00% of shares outstanding; change 0.00)
Holder of MOBX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 524084 (value 1132021; 0.04% of shares outstanding; change 20.62)
Holder of MOBX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 27433 (value 59255; 0.00% of shares outstanding; change 9.00)
Holder of MOBX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 120851 (value 261038; 0.01% of shares outstanding; change 27.50)
Holder of MOBX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 111043 (value 239852; 0.01% of shares outstanding; change 23.19)
Holder of MOBX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 99839 (value 180708; 0.01% of shares outstanding; change 1.63)
Holder of MOBX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 130462 (value 236136; 0.01% of shares outstanding; change 1.70)
Holder of MOBX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 52217 (value 109655; 0.00% of shares outstanding; change -0.90)
Holder of MOBX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 2743 (value 5760; 0.00% of shares outstanding; change -0.90)
Holder of MOBX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 12085 (value 25378; 0.00% of shares outstanding; change -0.90)
Holder of MOBX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 11104 (value 23318; 0.00% of shares outstanding; change -0.90)
Holder of MOBX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 46946 (value 84972; 0.00% of shares outstanding; change -0.10)
Holder of MOBX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2743 (value 4964; 0.00% of shares outstanding; change 0.00)
Holder of MOBX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 12085 (value 21873; 0.00% of shares outstanding; change 0.00)
Holder of MOBX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 11104 (value 20098; 0.00% of shares outstanding; change 0.00)
Holder of MOD: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2025-12-31: 1055959 (value 291983233; 0.02% of shares outstanding; change 0.40)
Holder of MOD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 567329 (value 158233733; 0.01% of shares outstanding; change 0.01)
Holder of MOD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 674509 (value 188127307; 0.01% of shares outstanding; change -0.03)
Holder of MOD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1194256 (value 333089945; 0.02% of shares outstanding; change -0.04)
Holder of MOD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1655515 (value 461739694; 0.03% of shares outstanding; change 0.00)
Holder of MOD: AIM Counselor Series TRT -Invesco Discovery Fd.
Shares held as of 2026-02-28: 477358 (value 115420387; 0.01% of shares outstanding; change 0.05)
Holder of MOD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 513173 (value 151683668; 0.01% of shares outstanding; change 0.01)
Holder of MOD: Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund
Shares held as of 2026-03-31: 694660 (value 192080443; 0.01% of shares outstanding; change 0.10)
Holder of MOD: SmallCap World Fund Inc
Shares held as of 2026-03-31: 2203225 (value 532717757; 0.04% of shares outstanding; change 0.01)
Holder of MOD: T. Rowe Price New Horizons Fund, Inc.
Shares held as of 2026-03-31: 694676 (value 167965705; 0.01% of shares outstanding; change -0.34)
Holder of MOD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 588589 (value 142314930; 0.01% of shares outstanding; change 0.04)
Holder of MOD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 680721 (value 164591526; 0.01% of shares outstanding; change 0.01)
Holder of MOD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1215870 (value 293985199; 0.02% of shares outstanding; change 0.02)
Holder of MOD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1677007 (value 405483511; 0.03% of shares outstanding; change 0.01)
Holder of MOD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1280928 (value 357263633; 0.02% of shares outstanding; change 0.01)
Holder of MOD: Capitol Series Trust-FullerThaler Behavioral Small-Cap Growth Fund
Shares held as of 2026-04-30: 699260 (value 169074070; 0.01% of shares outstanding; change 0.01)
Holder of MOD: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 518538 (value 125377299; 0.01% of shares outstanding; change 0.01)
Holder of MOD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1233617 (value 364632496; 0.02% of shares outstanding; change -0.04)
Holder of MOD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1253839 (value 303165723; 0.02% of shares outstanding; change 0.02)
Holder of MODD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 14739 (value 73400; 0.00% of shares outstanding; change 0.00)
Holder of MODD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 28597 (value 142413; 0.01% of shares outstanding; change 0.00)
Holder of MODD: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 318 (value 798; 0.00% of shares outstanding; change 0.00)
Holder of MODD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 17612 (value 81717; 0.00% of shares outstanding; change 0.91)
Holder of MODD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 858 (value 3981; 0.00% of shares outstanding; change 0.00)
Holder of MODD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 1976 (value 9168; 0.00% of shares outstanding; change 0.00)
Holder of MODD: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 2875 (value 13339; 0.00% of shares outstanding; change 0.00)
Holder of MODD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 27322 (value 68578; 0.01% of shares outstanding; change 0.85)
Holder of MODD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 28597 (value 71778; 0.01% of shares outstanding; change 0.00)
Holder of MODD: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 6599 (value 30618; 0.00% of shares outstanding; change 0.38)
Holder of MODD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 17548 (value 90372; 0.00% of shares outstanding; change 0.00)
Holder of MODD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 3444 (value 17736; 0.00% of shares outstanding; change 3.01)
Holder of MODD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 1976 (value 10176; 0.00% of shares outstanding; change 0.00)
Holder of MODD: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 2875 (value 14806; 0.00% of shares outstanding; change 0.00)
Holder of MODD: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 6686 (value 34432; 0.00% of shares outstanding; change 0.01)
Holder of MODD: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 16515 (value 41452; 0.00% of shares outstanding; change -0.06)
Holder of MODD: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 3444 (value 8644; 0.00% of shares outstanding; change 0.00)
Holder of MODD: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 1976 (value 4959; 0.00% of shares outstanding; change 0.00)
Holder of MODD: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 2875 (value 7216; 0.00% of shares outstanding; change 0.00)
Holder of MODD: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 6598 (value 16560; 0.00% of shares outstanding; change -0.01)
Holder of MOG.A: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 306572 (value 110356723; 0.01% of shares outstanding; change 0.01)
Holder of MOG.A: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 644878 (value 232136734; 0.02% of shares outstanding; change -0.04)
Holder of MOG.A: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 415950 (value 149729522; 0.01% of shares outstanding; change -0.04)
Holder of MOG.A: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 894894 (value 322134994; 0.03% of shares outstanding; change 0.00)
Holder of MOG.A: SmallCap World Fund Inc
Shares held as of 2026-03-31: 765200 (value 313831479; 0.03% of shares outstanding; change 0.25)
Holder of MOG.A: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 317310 (value 130138351; 0.01% of shares outstanding; change 0.04)
Holder of MOG.A: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 655507 (value 268843089; 0.02% of shares outstanding; change 0.02)
Holder of MOG.A: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 417427 (value 171199337; 0.01% of shares outstanding; change 0.00)
Holder of MOG.A: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 905241 (value 371266495; 0.03% of shares outstanding; change 0.01)
Holder of MOG.A: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 688248 (value 247748633; 0.02% of shares outstanding; change 0.00)
Holder of MOG.A: GLOBAL X FUNDS-Global X Defense Tech ETF
Shares held as of 2026-04-30: 380753 (value 150435512; 0.01% of shares outstanding; change 0.03)
Holder of MOG.A: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-04-30: 560672 (value 221521510; 0.02% of shares outstanding; change 0.00)
Holder of MOG.A: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 960586 (value 393023756; 0.03% of shares outstanding; change 0.02)
Holder of MOG.A: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 662053 (value 270878980; 0.02% of shares outstanding; change -0.04)
Holder of MOG.A: iShares Trust-iShares U.S. Aerospace & Defense ETF
Shares held as of 2026-04-30: 327003 (value 133793275; 0.01% of shares outstanding; change 0.01)
Holder of MOG.A: GLOBAL X FUNDS-Global X Defense Tech ETF
Shares held as of 2026-05-31: 322488 (value 126837754; 0.01% of shares outstanding; change -0.15)
Holder of MOG.A: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-05-31: 553896 (value 226105830; 0.02% of shares outstanding; change -0.01)
Holder of MOG.A: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 964376 (value 395519533; 0.03% of shares outstanding; change 0.00)
Holder of MOG.A: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 673172 (value 276088035; 0.02% of shares outstanding; change 0.02)
Holder of MOG.A: iShares Trust-iShares U.S. Aerospace & Defense ETF
Shares held as of 2026-05-31: 316261 (value 129708125; 0.01% of shares outstanding; change -0.03)
Holder of MOG.A: GLOBAL X FUNDS-Global X Defense Tech ETF
Shares held as of 2026-06-30: 305402 (value 125254523; 0.01% of shares outstanding; change -0.05)
Holder of MOG.A: SPDR SERIES TRUST-State Street SPDR S&P Aerospace & Defense ETF
Shares held as of 2026-06-30: 435743 (value 178711278; 0.02% of shares outstanding; change -0.21)
Holder of MOG.B: 1290 Funds-1290 GAMCO Small/Mid Cap Value Fund
Shares held as of 2026-01-31: 12800 (value 5510912; 0.00% of shares outstanding; change 0.00)
Holder of MOG.B: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 34021 (value 13721349; 0.01% of shares outstanding; change -0.01)
Holder of MOG.B: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-03-31: 18212 (value 7840994; 0.01% of shares outstanding; change 0.00)
Holder of MOG.B: 1290 Funds-1290 GAMCO Small/Mid Cap Value Fund
Shares held as of 2026-04-30: 12800 (value 5162496; 0.00% of shares outstanding; change 0.00)
Holder of MOG.B: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-06-30: 18212 (value 7345263; 0.01% of shares outstanding; change 0.00)
Holder of MOH: T. Rowe Price Mid-Cap Growth Fund, Inc.
Shares held as of 2025-12-31: 753000 (value 130720804; 0.01% of shares outstanding; change 0.20)
Holder of MOH: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 1296735 (value 225113203; 0.02% of shares outstanding; change -0.03)
Holder of MOH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1166113 (value 202437223; 0.02% of shares outstanding; change 0.82)
Holder of MOH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 752061 (value 130557794; 0.01% of shares outstanding; change 0.83)
Holder of MOH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1617413 (value 280782906; 0.03% of shares outstanding; change -0.05)
Holder of MOH: Victory Portfolios-Victory Sycamore Established Value Fund
Shares held as of 2025-12-31: 1010000 (value 175336006; 0.02% of shares outstanding; change 0.45)