speb/financial-data huggingface dataset:
Holder of MCHA.DE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 8114941 (value 285564762; 0.01% of shares outstanding; change 1.42)
Holder of MCHA.DE: Income Fund of America
Shares held as of 2026-03-31: 17000000 (value 532609998; 0.02% of shares outstanding; change 0.25)
Holder of MCHA.DE: MFS Series Trust XVII-MFS International Equity Fund
Shares held as of 2026-03-31: 5491774 (value 188587519; 0.01% of shares outstanding; change -0.04)
Holder of MCHA.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 6235878 (value 214140051; 0.01% of shares outstanding; change 0.00)
Holder of MCHA.DE: AMERICAN FUNDS GLOBAL BALANCED FUND
Shares held as of 2026-04-30: 5722992 (value 196527546; 0.01% of shares outstanding; change 0.00)
Holder of MCHA.DE: Capital Income Builder
Shares held as of 2026-04-30: 22275201 (value 783864292; 0.03% of shares outstanding; change 0.00)
Holder of MCHA.DE: DFA INVESTMENT TRUST CO-The DFA International Value Series
Shares held as of 2026-04-30: 2685418 (value 92217254; 0.00% of shares outstanding; change 0.00)
Holder of MCHA.DE: Income Fund of America
Shares held as of 2026-04-30: 17000000 (value 583780002; 0.02% of shares outstanding; change 0.00)
Holder of MCHA.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 9442897 (value 324269084; 0.01% of shares outstanding; change -0.03)
Holder of MCHA.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 4666801 (value 146210874; 0.01% of shares outstanding; change 0.01)
Holder of MCHA.DE: John Hancock Investment Trust-Disciplined Value International Fund
Shares held as of 2026-05-31: 3112597 (value 106886581; 0.00% of shares outstanding; change 0.18)
Holder of MCHA.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 4672427 (value 160451143; 0.01% of shares outstanding; change 0.00)
Holder of MCHA.DE: Capital Income Builder
Shares held as of 2026-06-30: 21744618 (value 746710185; 0.03% of shares outstanding; change -0.02)
Holder of MCHA.DE: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 7985510 (value 274222414; 0.01% of shares outstanding; change 0.00)
Holder of MCHB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 529124 (value 7788705; 0.00% of shares outstanding; change 1.74)
Holder of MCHB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 1495374 (value 22011905; 0.01% of shares outstanding; change 1.72)
Holder of MCHB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 473804 (value 7054941; 0.00% of shares outstanding; change 0.01)
Holder of MCHB: SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
Shares held as of 2026-02-28: 287910 (value 4514428; 0.00% of shares outstanding; change 0.33)
Holder of MCHB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 262314 (value 3932086; 0.00% of shares outstanding; change 0.03)
Holder of MCHB: RMB Investors Trust-RMB Mendon Financial Services Fund
Shares held as of 2026-03-31: 318769 (value 4998298; 0.00% of shares outstanding; change -0.54)
Holder of MCHB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 535416 (value 8395323; 0.00% of shares outstanding; change 0.01)
Holder of MCHB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1495374 (value 23447464; 0.01% of shares outstanding; change 0.00)
Holder of MCHB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 1182849 (value 17411537; 0.01% of shares outstanding; change 0.03)
Holder of MCHB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 414714 (value 6104590; 0.00% of shares outstanding; change -0.02)
Holder of MCHB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 261359 (value 3891635; 0.00% of shares outstanding; change 0.00)
Holder of MCHB: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 483062 (value 7574412; 0.00% of shares outstanding; change 0.02)
Holder of MCHB: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-04-30: 683094 (value 10540140; 0.00% of shares outstanding; change 0.05)
Holder of MCHB: WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund
Shares held as of 2026-04-30: 785147 (value 12782193; 0.00% of shares outstanding; change 0.00)
Holder of MCHB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 1136541 (value 16923095; 0.01% of shares outstanding; change -0.04)
Holder of MCHB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 409974 (value 6104513; 0.00% of shares outstanding; change -0.01)
Holder of MCHB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 255392 (value 4004546; 0.00% of shares outstanding; change -0.02)
Holder of MCHB: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-05-31: 630853 (value 10128345; 0.00% of shares outstanding; change -0.08)
Holder of MCHB: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 1147353 (value 17990495; 0.01% of shares outstanding; change 0.01)
Holder of MCHB: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 422810 (value 6629660; 0.00% of shares outstanding; change 0.03)
Holder of MCHB: SPDR SERIES TRUST-State Street SPDR S&P Regional Banking ETF
Shares held as of 2026-06-30: 735660 (value 11535149; 0.00% of shares outstanding; change 0.17)
Holder of MCHB: WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund
Shares held as of 2026-06-30: 787235 (value 12343845; 0.00% of shares outstanding; change 0.00)
Holder of MCHP: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 13629102 (value 1289994525; 0.03% of shares outstanding; change 0.02)
Holder of MCHP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 17001341 (value 1609176951; 0.03% of shares outstanding; change 0.00)
Holder of MCHP: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 5086237 (value 507453848; 0.01% of shares outstanding; change 0.03)
Holder of MCHP: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 6910708 (value 654098522; 0.01% of shares outstanding; change 0.00)
Holder of MCHP: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 13752022 (value 1084484463; 0.03% of shares outstanding; change 0.01)
Holder of MCHP: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 11686447 (value 921593217; 0.02% of shares outstanding; change -0.01)
Holder of MCHP: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 17160117 (value 1353246837; 0.03% of shares outstanding; change 0.01)
Holder of MCHP: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 6934577 (value 691862724; 0.01% of shares outstanding; change 0.00)
Holder of MCHP: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 11582136 (value 1103082607; 0.02% of shares outstanding; change 0.02)
Holder of MCHP: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 6487555 (value 617874724; 0.01% of shares outstanding; change 0.03)
Holder of MCHP: VanEck ETF Trust-VanEck Semiconductor ETF
Shares held as of 2026-04-30: 6894324 (value 609044556; 0.01% of shares outstanding; change 0.09)
Holder of MCHP: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 6999369 (value 698327021; 0.01% of shares outstanding; change 0.01)
Holder of MCHP: iShares Trust-iShares Semiconductor ETF
Shares held as of 2026-04-30: 9959158 (value 993625160; 0.02% of shares outstanding; change 0.03)
Holder of MCHP: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 6924912 (value 546098564; 0.01% of shares outstanding; change 0.00)
Holder of MCHP: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 11725929 (value 949331201; 0.02% of shares outstanding; change 0.01)
Holder of MCHP: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 6550870 (value 578114277; 0.01% of shares outstanding; change 0.01)
Holder of MCHP: VanEck ETF Trust-VanEck Semiconductor ETF
Shares held as of 2026-05-31: 6749433 (value 595637462; 0.01% of shares outstanding; change -0.02)
Holder of MCHP: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 7129561 (value 562237184; 0.01% of shares outstanding; change 0.02)
Holder of MCHP: iShares Trust-iShares Semiconductor ETF
Shares held as of 2026-05-31: 10089990 (value 795696617; 0.02% of shares outstanding; change 0.01)
Holder of MCHP: Direxion Shares ETF Trust-Direxion Daily Semiconductor Bull 3X ETF
Shares held as of 2026-06-30: 5354840 (value 422282685; 0.01% of shares outstanding; change 0.13)
Holder of MCHP: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 11506816 (value 907427516; 0.02% of shares outstanding; change -0.02)
Holder of MCHP: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 6540674 (value 515797555; 0.01% of shares outstanding; change 0.00)
Holder of MCHP: VanEck ETF Trust-VanEck Semiconductor ETF
Shares held as of 2026-06-30: 7668227 (value 604716385; 0.01% of shares outstanding; change 0.14)
Holder of MCHPP: CALAMOS INVESTMENT TRUST/IL-Calamos Market Neutral Income Fund
Shares held as of 2026-01-31: 1000000 (value 80269996; 0.04% of shares outstanding; change 0.00)
Holder of MCHPP: Calamos Strategic Total Return Fund
Shares held as of 2026-01-31: 355315 (value 28521133; 0.01% of shares outstanding; change 0.25)
Holder of MCHPP: Franklin Investors Securities TRT-FRANKLIN CONVERTIBLE SECURITIES Fd.
Shares held as of 2026-01-31: 636000 (value 51051717; 0.02% of shares outstanding; change 0.00)
Holder of MCHPP: AMERICAN FUNDS FUNDAMENTAL INVESTORS
Shares held as of 2026-03-31: 1600000 (value 128431994; 0.06% of shares outstanding; change 0.00)
Holder of MCHPP: BlackRock Funds V-BlackRock High Yield Portfolio
Shares held as of 2026-03-31: 441100 (value 35407095; 0.02% of shares outstanding; change 0.00)
Holder of MCHPP: Capital Income Builder
Shares held as of 2026-03-31: 2300822 (value 184686974; 0.09% of shares outstanding; change -0.38)
Holder of MCHPP: SPDR SERIES TRT-State Street SPDR Bloomberg Convertible Securities ETF
Shares held as of 2026-03-31: 379569 (value 30468002; 0.01% of shares outstanding; change -0.08)
Holder of MCHPP: VanEck ETF Trust-VanEck Preferred Securities ex Financials ETF
Shares held as of 2026-03-31: 894529 (value 71803839; 0.03% of shares outstanding; change 0.03)
Holder of MCHPP: GLOBAL X FUNDS-Global X U.S. Preferred ETF
Shares held as of 2026-04-30: 483823 (value 38836470; 0.02% of shares outstanding; change -0.09)
Holder of MCHPP: iShares Trust-iShares Preferred and Income Securities ETF
Shares held as of 2026-04-30: 2049357 (value 164501879; 0.08% of shares outstanding; change -0.03)
Holder of MCHX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 412330 (value 684467; 0.01% of shares outstanding; change 0.00)
Holder of MCHX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 653901 (value 1085475; 0.02% of shares outstanding; change 0.00)
Holder of MCHX: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-01-31: 24313 (value 35740; 0.00% of shares outstanding; change 0.00)
Holder of MCHX: Bridgeway Funds, Inc.-Ultra-Small Company Market Fund
Shares held as of 2026-03-31: 54500 (value 98099; 0.00% of shares outstanding; change 0.00)
Holder of MCHX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 187898 (value 285604; 0.00% of shares outstanding; change 0.00)
Holder of MCHX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 31616 (value 48056; 0.00% of shares outstanding; change 0.00)
Holder of MCHX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 47198 (value 71740; 0.00% of shares outstanding; change 0.00)
Holder of MCHX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 68352 (value 103895; 0.00% of shares outstanding; change 0.00)
Holder of MCHX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 412330 (value 742193; 0.01% of shares outstanding; change 0.00)
Holder of MCHX: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 653901 (value 1177021; 0.02% of shares outstanding; change 0.00)
Holder of MCHX: World Funds Trust-Philotimo Focused Growth & Income Fund
Shares held as of 2026-03-31: 1300388 (value 2340698; 0.03% of shares outstanding; change 0.04)
Holder of MCHX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 56646 (value 86101; 0.00% of shares outstanding; change -0.01)
Holder of MCHX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 187214 (value 275204; 0.00% of shares outstanding; change 0.00)
Holder of MCHX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 31616 (value 46475; 0.00% of shares outstanding; change 0.00)
Holder of MCHX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 47198 (value 69381; 0.00% of shares outstanding; change 0.00)
Holder of MCHX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 68352 (value 100477; 0.00% of shares outstanding; change 0.00)
Holder of MCHX: SCHWAB CAPITAL TRUST-Schwab Total Stock Market Index Fund
Shares held as of 2026-04-30: 24313 (value 43763; 0.00% of shares outstanding; change 0.00)
Holder of MCHX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 57019 (value 83817; 0.00% of shares outstanding; change 0.01)
Holder of MCHX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 187214 (value 336985; 0.00% of shares outstanding; change 0.00)
Holder of MCHX: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 31616 (value 56908; 0.00% of shares outstanding; change 0.00)
Holder of MCHX: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 47198 (value 84956; 0.00% of shares outstanding; change 0.00)
Holder of MCHX: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 68352 (value 123033; 0.00% of shares outstanding; change 0.00)
Holder of MCHX: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 56273 (value 101291; 0.00% of shares outstanding; change -0.01)
Holder of MCI: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-03-31: 221102 (value 3659237; 0.01% of shares outstanding; change -0.01)
Holder of MCK: JPMorgan Trust II-JPMorgan Large Cap Growth Fund
Shares held as of 2025-12-31: 855433 (value 635107678; 0.01% of shares outstanding; change 0.24)
Holder of MCK: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 3112172 (value 2310600987; 0.03% of shares outstanding; change 0.01)
Holder of MCK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 3876922 (value 2878381979; 0.03% of shares outstanding; change -0.01)
Holder of MCK: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-01-31: 1163593 (value 866702217; 0.01% of shares outstanding; change 0.00)
Holder of MCK: MFS SERIES TRUST I-MFS Value Fund
Shares held as of 2026-02-28: 1946120 (value 1636492355; 0.02% of shares outstanding; change -0.06)
Holder of MCK: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1564253 (value 1161364001; 0.01% of shares outstanding; change 0.00)
Holder of MCK: JPMorgan Trust II-JPMorgan Large Cap Growth Fund
Shares held as of 2026-03-31: 1172022 (value 985553328; 0.01% of shares outstanding; change 0.37)
Holder of MCK: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3112280 (value 2617116327; 0.03% of shares outstanding; change 0.00)
Holder of MCK: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3889247 (value 3270467897; 0.03% of shares outstanding; change 0.00)
Holder of MCK: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 1132864 (value 952625365; 0.01% of shares outstanding; change 0.00)
Holder of MCK: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 1569654 (value 1169156743; 0.01% of shares outstanding; change 0.00)
Holder of MCK: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-04-30: 1228728 (value 1033237405; 0.01% of shares outstanding; change 0.06)
Holder of MCK: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-04-30: 886249 (value 660122546; 0.01% of shares outstanding; change -0.01)
Holder of MCK: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1461936 (value 1146230902; 0.01% of shares outstanding; change 0.03)
Holder of MCK: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1584282 (value 1180052409; 0.01% of shares outstanding; change 0.01)
Holder of MCK: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1567469 (value 1318084720; 0.01% of shares outstanding; change 0.00)
Holder of MCK: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-05-31: 852279 (value 679104427; 0.01% of shares outstanding; change -0.04)
Holder of MCK: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 1476207 (value 1176256496; 0.01% of shares outstanding; change 0.01)
Holder of MCK: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1613534 (value 1356820779; 0.01% of shares outstanding; change 0.02)
Holder of MCK: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-06-30: 852212 (value 716625091; 0.01% of shares outstanding; change 0.00)
Holder of MCK: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1453003 (value 1221830258; 0.01% of shares outstanding; change -0.02)
Holder of MCK.DE: MFS SERIES TRUST I-MFS Value Fund
Shares held as of 2026-02-28: 1946120 (value 1438571927; 0.02% of shares outstanding; change -0.06)
Holder of MCK.DE: JPMorgan Trust II-JPMorgan Large Cap Growth Fund
Shares held as of 2026-03-31: 1172022 (value 866358676; 0.01% of shares outstanding; change 0.37)
Holder of MCK.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3112280 (value 2300597413; 0.03% of shares outstanding; change 0.00)
Holder of MCK.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 3889247 (value 2874931429; 0.03% of shares outstanding; change 0.00)
Holder of MCK.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 1132864 (value 837413082; 0.01% of shares outstanding; change 0.00)
Holder of MCK.DE: PUTNAM LARGE CAP VALUE FUND
Shares held as of 2026-04-30: 1228728 (value 908275752; 0.01% of shares outstanding; change 0.06)
Holder of MCK.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1567469 (value 1158673103; 0.01% of shares outstanding; change 0.00)
Holder of MCK.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 1613534 (value 1192724352; 0.01% of shares outstanding; change 0.02)
Holder of MCK.DE: SELECT SECTOR SPDR TRT-State Street Health Care Select Sector SPDR ETF
Shares held as of 2026-06-30: 852212 (value 629955120; 0.01% of shares outstanding; change 0.00)
Holder of MCK.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1453003 (value 1074059835; 0.01% of shares outstanding; change -0.02)
Holder of MCN: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 220 (value 1276; 0.00% of shares outstanding; change 2.28)
Holder of MCN: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 220 (value 1289; 0.00% of shares outstanding; change 2.28)
Holder of MCN: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 495 (value 2900; 0.00% of shares outstanding; change 2.93)
Holder of MCN: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 310 (value 1731; 0.00% of shares outstanding; change 0.41)
Holder of MCN: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 832 (value 4646; 0.00% of shares outstanding; change 0.68)
Holder of MCN: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-03-31: 16594 (value 96245; 0.00% of shares outstanding; change 0.00)
Holder of MCN: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 259854 (value 1494160; 0.01% of shares outstanding; change 0.04)
Holder of MCN: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-04-30: 19190 (value 106120; 0.00% of shares outstanding; change 0.16)
Holder of MCN: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 252487 (value 1411402; 0.01% of shares outstanding; change -0.03)
Holder of MCN: Unified Series Trust-Absolute CEF Opportunities
Shares held as of 2026-05-31: 19190 (value 107181; 0.00% of shares outstanding; change 0.00)
Holder of MCN: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-06-30: 251929 (value 1407099; 0.01% of shares outstanding; change 0.00)
Holder of MCO: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2025-12-31: 3868790 (value 1753529067; 0.02% of shares outstanding; change 0.02)
Holder of MCO: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2025-12-31: 1719115 (value 779188873; 0.01% of shares outstanding; change -0.05)
Holder of MCO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4762623 (value 2158658874; 0.03% of shares outstanding; change 0.00)
Holder of MCO: Professionally Managed Portfolios-Akre Focus ETF
Shares held as of 2026-01-31: 1351351 (value 604499824; 0.01% of shares outstanding; change -0.18)
Holder of MCO: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 1959342 (value 888071761; 0.01% of shares outstanding; change 0.00)
Holder of MCO: Fidelity Magellan Fund
Shares held as of 2026-03-31: 1056579 (value 478894431; 0.01% of shares outstanding; change -0.03)
Holder of MCO: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 3899306 (value 1838522779; 0.02% of shares outstanding; change 0.01)
Holder of MCO: VANGUARD INDEX FUNDS-Vanguard Growth Index Fund
Shares held as of 2026-03-31: 1699777 (value 801444855; 0.01% of shares outstanding; change -0.01)
Holder of MCO: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4786000 (value 2256599000; 0.03% of shares outstanding; change 0.00)
Holder of MCO: VANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard Institutional Index Fund
Shares held as of 2026-03-31: 865026 (value 407859759; 0.01% of shares outstanding; change -0.02)
Holder of MCO: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-04-30: 1966105 (value 879497723; 0.01% of shares outstanding; change 0.00)
Holder of MCO: Fidelity Magellan Fund
Shares held as of 2026-04-30: 1052079 (value 470626484; 0.01% of shares outstanding; change 0.00)
Holder of MCO: Professionally Managed Portfolios-Akre Focus ETF
Shares held as of 2026-04-30: 882299 (value 416003978; 0.01% of shares outstanding; change -0.35)
Holder of MCO: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-04-30: 1073264 (value 480103170; 0.01% of shares outstanding; change 0.03)
Holder of MCO: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 1838917 (value 823558989; 0.01% of shares outstanding; change 0.03)
Holder of MCO: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 1984500 (value 887726358; 0.01% of shares outstanding; change 0.01)
Holder of MCO: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 1963370 (value 925728955; 0.01% of shares outstanding; change 0.00)
Holder of MCO: Fidelity Magellan Fund
Shares held as of 2026-05-31: 1052079 (value 496055248; 0.01% of shares outstanding; change 0.00)
Holder of MCO: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-05-31: 1031282 (value 506885425; 0.01% of shares outstanding; change -0.04)
Holder of MCO: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-05-31: 1847126 (value 907880918; 0.01% of shares outstanding; change 0.00)
Holder of MCO: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 2021580 (value 953174970; 0.01% of shares outstanding; change 0.02)
Holder of MCO: SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF
Shares held as of 2026-06-30: 1022910 (value 482302065; 0.01% of shares outstanding; change -0.01)
Holder of MCO: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 1815833 (value 856165259; 0.01% of shares outstanding; change -0.02)
Holder of MCP.DE: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 5086237 (value 399981674; 0.01% of shares outstanding; change 0.03)
Holder of MCP.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 6910708 (value 543458072; 0.01% of shares outstanding; change 0.00)
Holder of MCP.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 13752022 (value 992483402; 0.03% of shares outstanding; change 0.01)
Holder of MCP.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 11686447 (value 843410858; 0.02% of shares outstanding; change -0.01)
Holder of MCP.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 17160117 (value 1238445612; 0.03% of shares outstanding; change 0.01)
Holder of MCP.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-04-30: 11582136 (value 910819167; 0.02% of shares outstanding; change 0.02)
Holder of MCP.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 6487555 (value 510181321; 0.01% of shares outstanding; change 0.03)
Holder of MCP.DE: VanEck ETF Trust-VanEck Semiconductor ETF
Shares held as of 2026-04-30: 6894324 (value 542169635; 0.01% of shares outstanding; change 0.09)
Holder of MCP.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 6999369 (value 550430373; 0.01% of shares outstanding; change 0.01)
Holder of MCP.DE: iShares Trust-iShares Semiconductor ETF
Shares held as of 2026-04-30: 9959158 (value 783188179; 0.02% of shares outstanding; change 0.03)
Holder of MCP.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 6924912 (value 499770886; 0.01% of shares outstanding; change 0.00)
Holder of MCP.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-05-31: 11725929 (value 852357807; 0.02% of shares outstanding; change 0.01)
Holder of MCP.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 7129561 (value 514540404; 0.01% of shares outstanding; change 0.02)
Holder of MCP.DE: iShares Trust-iShares Semiconductor ETF
Shares held as of 2026-05-31: 10089990 (value 728194559; 0.02% of shares outstanding; change 0.01)
Holder of MCP.DE: Direxion Shares ETF Trust-Direxion Daily Semiconductor Bull 3X ETF
Shares held as of 2026-06-30: 5354840 (value 386458792; 0.01% of shares outstanding; change 0.13)
Holder of MCP.DE: Invesco QQQ Trust, Series 1
Shares held as of 2026-06-30: 11506816 (value 830446889; 0.02% of shares outstanding; change -0.02)
Holder of MCP.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 6540674 (value 472040430; 0.01% of shares outstanding; change 0.00)
Holder of MCP.DE: VanEck ETF Trust-VanEck Semiconductor ETF
Shares held as of 2026-06-30: 7668227 (value 553415928; 0.01% of shares outstanding; change 0.14)
Holder of MCR: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 205 (value 1221; 0.00% of shares outstanding; change -0.33)
Holder of MCR: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 205 (value 1223; 0.00% of shares outstanding; change -0.33)
Holder of MCR: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 461 (value 2752; 0.00% of shares outstanding; change -0.19)
Holder of MCR: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 142 (value 843; 0.00% of shares outstanding; change -0.31)
Holder of MCR: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2026-03-31: 384 (value 2280; 0.00% of shares outstanding; change -0.17)
Holder of MCR: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-04-30: 508150 (value 3053981; 0.01% of shares outstanding; change 0.06)
Holder of MCR: Invesco Exchange-Traded Fund Trust II-Invesco CEF Income Composite ETF
Shares held as of 2026-05-31: 493780 (value 2933053; 0.01% of shares outstanding; change -0.03)
Holder of MCRB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 69946 (value 512004; 0.01% of shares outstanding; change -0.09)
Holder of MCRB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 206170 (value 1509164; 0.02% of shares outstanding; change 0.09)
Holder of MCRB: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio
Shares held as of 2026-01-31: 7662 (value 56085; 0.00% of shares outstanding; change 0.26)
Holder of MCRB: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 31513 (value 156462; 0.00% of shares outstanding; change 0.01)
Holder of MCRB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 24075 (value 159617; 0.00% of shares outstanding; change 0.00)
Holder of MCRB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 10143 (value 67248; 0.00% of shares outstanding; change 0.00)
Holder of MCRB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-03-31: 13870 (value 91958; 0.00% of shares outstanding; change 0.00)
Holder of MCRB: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 69946 (value 347281; 0.01% of shares outstanding; change 0.00)
Holder of MCRB: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 206170 (value 1023634; 0.02% of shares outstanding; change 0.00)
Holder of MCRB: VANGUARD Inst. INDEX Fd.S-Vanguard Inst. Total Stock Market Index Fd.
Shares held as of 2026-03-31: 14529 (value 72136; 0.00% of shares outstanding; change 3.87)
Holder of MCRB: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 16749 (value 111045; 0.00% of shares outstanding; change -0.01)
Holder of MCRB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 48610 (value 322284; 0.01% of shares outstanding; change -0.11)
Holder of MCRB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 26335 (value 173810; 0.00% of shares outstanding; change 0.09)
Holder of MCRB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 10143 (value 66943; 0.00% of shares outstanding; change 0.00)
Holder of MCRB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-04-30: 13870 (value 91541; 0.00% of shares outstanding; change 0.00)
Holder of MCRB: Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF
Shares held as of 2026-04-30: 14538 (value 95950; 0.00% of shares outstanding; change 0.00)
Holder of MCRB: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 16859 (value 111269; 0.00% of shares outstanding; change 0.01)
Holder of MCRB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 36336 (value 239817; 0.00% of shares outstanding; change -0.25)
Holder of MCRB: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 26335 (value 130753; 0.00% of shares outstanding; change 0.00)
Holder of MCRB: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 10143 (value 50359; 0.00% of shares outstanding; change 0.00)
Holder of MCRB: Fidelity Concord Street Trust-Fidelity Total Market Index Fund
Shares held as of 2026-05-31: 13870 (value 68864; 0.00% of shares outstanding; change 0.00)
Holder of MCRB: Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF
Shares held as of 2026-05-31: 13131 (value 69988; 0.00% of shares outstanding; change -0.10)
Holder of MCRB: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 16639 (value 82612; 0.00% of shares outstanding; change -0.01)
Holder of MCRB: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 25100 (value 124621; 0.00% of shares outstanding; change -0.31)
Holder of MCRB: Invesco Exchange-Traded Fund Trust-Invesco RAFI US 1500 Small-Mid ETF
Shares held as of 2026-06-30: 13016 (value 64624; 0.00% of shares outstanding; change -0.01)
Holder of MCRI: JPMorgan Trust I-JPMorgan Small Cap Equity Fund
Shares held as of 2025-12-31: 238505 (value 28682611; 0.01% of shares outstanding; change -0.29)
Holder of MCRI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 133632 (value 16070584; 0.01% of shares outstanding; change 0.01)
Holder of MCRI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 392957 (value 47257009; 0.02% of shares outstanding; change -0.02)
Holder of MCRI: Williamsburg Investment Trust-Davenport Small Cap Focus Fund
Shares held as of 2025-12-31: 599107 (value 72048609; 0.03% of shares outstanding; change -0.10)
Holder of MCRI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 124304 (value 16241561; 0.01% of shares outstanding; change 0.01)
Holder of MCRI: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 280069 (value 36134503; 0.02% of shares outstanding; change 0.00)
Holder of MCRI: JPMorgan Trust I-JPMorgan Small Cap Equity Fund
Shares held as of 2026-03-31: 232604 (value 27805482; 0.01% of shares outstanding; change -0.02)
Holder of MCRI: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 135124 (value 16152723; 0.01% of shares outstanding; change 0.01)
Holder of MCRI: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 403566 (value 48242280; 0.02% of shares outstanding; change 0.03)
Holder of MCRI: Williamsburg Investment Trust-Davenport Small Cap Focus Fund
Shares held as of 2026-03-31: 511768 (value 61176747; 0.03% of shares outstanding; change -0.15)
Holder of MCRI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 309707 (value 37245364; 0.02% of shares outstanding; change 0.01)
Holder of MCRI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 456119 (value 55965799; 0.03% of shares outstanding; change 0.03)
Holder of MCRI: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 290369 (value 34710710; 0.02% of shares outstanding; change 0.04)
Holder of MCRI: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 125903 (value 15050444; 0.01% of shares outstanding; change 0.01)
Holder of MCRI: SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF
Shares held as of 2026-04-30: 109579 (value 14317592; 0.01% of shares outstanding; change 0.00)
Holder of MCRI: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 739072 (value 96567150; 0.04% of shares outstanding; change 0.02)
Holder of MCRI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 300091 (value 39209891; 0.02% of shares outstanding; change -0.03)
Holder of MCRI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 469339 (value 61323835; 0.03% of shares outstanding; change 0.03)
Holder of MCRI: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 734382 (value 87788024; 0.04% of shares outstanding; change -0.01)
Holder of MCRI: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 305064 (value 36467350; 0.02% of shares outstanding; change 0.02)
Holder of MCRI: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 482768 (value 57710087; 0.03% of shares outstanding; change 0.03)
Holder of MCRI: Fidelity Covington Trust-Fidelity Enhanced Small Cap Core ETF
Shares held as of 2026-06-30: 114025 (value 14028495; 0.01% of shares outstanding; change 0.41)
Holder of MCRI: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 198475 (value 23725701; 0.01% of shares outstanding; change 1.00)
Holder of MCS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 235467 (value 4452680; 0.01% of shares outstanding; change 0.00)
Holder of MCS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 717486 (value 13567660; 0.03% of shares outstanding; change 0.00)
Holder of MCS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 330309 (value 7762261; 0.01% of shares outstanding; change -0.06)
Holder of MCS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 222700 (value 5233450; 0.01% of shares outstanding; change 0.01)
Holder of MCS: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 181793 (value 4330309; 0.01% of shares outstanding; change 0.03)
Holder of MCS: EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio
Shares held as of 2026-03-31: 659500 (value 15709289; 0.03% of shares outstanding; change 0.00)
Holder of MCS: Gabelli Equity Series Funds Inc-The Gabelli Small Cap Growth Fund
Shares held as of 2026-03-31: 185000 (value 4347500; 0.01% of shares outstanding; change 0.00)
Holder of MCS: HEARTLAND GROUP INC.-Heartland Value Fund
Shares held as of 2026-03-31: 255000 (value 6074099; 0.01% of shares outstanding; change 0.24)
Holder of MCS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 247970 (value 5906645; 0.01% of shares outstanding; change 0.05)
Holder of MCS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 717486 (value 17090516; 0.03% of shares outstanding; change 0.00)
Holder of MCS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 566516 (value 10712817; 0.02% of shares outstanding; change 0.02)
Holder of MCS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 194117 (value 3670752; 0.01% of shares outstanding; change 0.00)
Holder of MCS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 940589 (value 19140986; 0.04% of shares outstanding; change 0.07)
Holder of MCS: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 330309 (value 7867960; 0.01% of shares outstanding; change 0.00)
Holder of MCS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 226311 (value 5390727; 0.01% of shares outstanding; change 0.02)
Holder of MCS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 544270 (value 12790345; 0.02% of shares outstanding; change -0.04)
Holder of MCS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 198938 (value 4675043; 0.01% of shares outstanding; change 0.02)
Holder of MCS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 990748 (value 23282578; 0.04% of shares outstanding; change 0.05)
Holder of MCS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 549464 (value 13088232; 0.02% of shares outstanding; change 0.01)
Holder of MCS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 200621 (value 4778792; 0.01% of shares outstanding; change 0.01)
Holder of MCS: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 1032163 (value 24586122; 0.04% of shares outstanding; change 0.04)
Holder of MCTA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 10752 (value 315624; 0.00% of shares outstanding; change 0.00)
Holder of MCTA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 10752 (value 315624; 0.00% of shares outstanding; change 0.00)
Holder of MCTA: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 10752 (value 315624; 0.00% of shares outstanding; change 0.00)
Holder of MCY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 285527 (value 27990211; 0.01% of shares outstanding; change 0.00)
Holder of MCY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 627759 (value 61539214; 0.01% of shares outstanding; change -0.04)
Holder of MCY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 405209 (value 39722637; 0.01% of shares outstanding; change -0.04)
Holder of MCY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 869810 (value 85267473; 0.02% of shares outstanding; change -0.01)
Holder of MCY: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 397260 (value 40977369; 0.01% of shares outstanding; change 0.01)
Holder of MCY: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-01-31: 334340 (value 34487171; 0.01% of shares outstanding; change 0.02)
Holder of MCY: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 296003 (value 31755201; 0.01% of shares outstanding; change 0.04)
Holder of MCY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 639281 (value 68582064; 0.01% of shares outstanding; change 0.02)
Holder of MCY: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 406615 (value 43621656; 0.01% of shares outstanding; change 0.00)
Holder of MCY: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 880949 (value 94508207; 0.02% of shares outstanding; change 0.01)
Holder of MCY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 665367 (value 65225926; 0.01% of shares outstanding; change 0.01)
Holder of MCY: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 741738 (value 75264155; 0.01% of shares outstanding; change 0.06)
Holder of MCY: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 407752 (value 43743634; 0.01% of shares outstanding; change 0.03)
Holder of MCY: Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF
Shares held as of 2026-04-30: 358459 (value 38455481; 0.01% of shares outstanding; change 0.07)
Holder of MCY: Invesco Exchange-Traded Fund Trust-Invesco S&P SmallCap Momentum ETF
Shares held as of 2026-04-30: 282558 (value 28518579; 0.01% of shares outstanding; change 0.06)
Holder of MCY: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 1620679 (value 167173041; 0.03% of shares outstanding; change 0.02)
Holder of MCY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 639262 (value 65939876; 0.01% of shares outstanding; change -0.04)
Holder of MCY: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 782876 (value 80753660; 0.01% of shares outstanding; change 0.06)
Holder of MCY: Invesco Exchange-Traded Fund Trust-Invesco S&P SmallCap Momentum ETF
Shares held as of 2026-05-31: 295495 (value 31396343; 0.01% of shares outstanding; change 0.05)
Holder of MCY: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 1611500 (value 172881718; 0.03% of shares outstanding; change -0.01)
Holder of MCY: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 647931 (value 69510036; 0.01% of shares outstanding; change 0.01)
Holder of MCY: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 828930 (value 88927609; 0.02% of shares outstanding; change 0.06)
Holder of MCY: Invesco Exchange-Traded Fund Trust-Invesco S&P SmallCap Momentum ETF
Shares held as of 2026-06-30: 327065 (value 35087532; 0.01% of shares outstanding; change 0.11)
Holder of MD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 1951562 (value 42036647; 0.02% of shares outstanding; change -0.05)
Holder of MD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1256519 (value 27065420; 0.02% of shares outstanding; change -0.05)
Holder of MD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 2747905 (value 59189876; 0.03% of shares outstanding; change 0.02)
Holder of MD: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-02-28: 1646387 (value 38871198; 0.02% of shares outstanding; change 0.00)
Holder of MD: American Century Capital Portfolios, Inc.-SMALL CAP VALUE FUND
Shares held as of 2026-03-31: 1245000 (value 26817301; 0.02% of shares outstanding; change 0.03)
Holder of MD: American Century Capital Portfolios, Inc.-Small Cap Value Fund
Shares held as of 2026-03-31: 1245000 (value 32693700; 0.02% of shares outstanding; change 0.03)
Holder of MD: American Century Mutual Funds, Inc.-Small Cap Growth Fund
Shares held as of 2026-03-31: 1186527 (value 28013903; 0.01% of shares outstanding; change -0.02)
Holder of MD: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 1178528 (value 28638229; 0.01% of shares outstanding; change 0.00)
Holder of MD: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 936313 (value 24587579; 0.01% of shares outstanding; change 0.03)
Holder of MD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1913219 (value 50241131; 0.02% of shares outstanding; change -0.02)
Holder of MD: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1218511 (value 31998099; 0.01% of shares outstanding; change -0.03)
Holder of MD: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 2627840 (value 69007079; 0.03% of shares outstanding; change -0.04)
Holder of MD: Victory Portfolios-Victory Sycamore Small Company Opportunity Fund
Shares held as of 2026-03-31: 2630000 (value 69063800; 0.03% of shares outstanding; change -0.03)
Holder of MD: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 2090838 (value 45036652; 0.03% of shares outstanding; change -0.01)
Holder of MD: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 1178528 (value 30948145; 0.01% of shares outstanding; change 0.00)
Holder of MD: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-04-30: 1080187 (value 28365710; 0.01% of shares outstanding; change -0.34)
Holder of MD: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 5132585 (value 121180334; 0.06% of shares outstanding; change 0.02)