speb/financial-data huggingface dataset:
Holder of MUFG: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-04-30: 3117193 (value 62842610; 0.00% of shares outstanding; change 0.08)
Holder of MUFG: Aristotle Fund Series Trust-Aristotle Value Equity Fund
Shares held as of 2026-04-30: 660876 (value 13323260; 0.00% of shares outstanding; change -0.02)
Holder of MUFG: DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT.
Shares held as of 2026-04-30: 563089 (value 12889106; 0.00% of shares outstanding; change 0.00)
Holder of MUFG: HARBOR FUNDS-Harbor Large Cap Value Fund
Shares held as of 2026-04-30: 1408100 (value 32231408; 0.00% of shares outstanding; change -0.11)
Holder of MUFG: Invesco Exch-Trd Fd. TRT-Invesco Intl Dividend Achievers ETF
Shares held as of 2026-04-30: 806148 (value 16251943; 0.00% of shares outstanding; change 0.03)
Holder of MUFG: VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund
Shares held as of 2026-04-30: 19328000 (value 442417908; 0.00% of shares outstanding; change 0.00)
Holder of MUFG: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-05-31: 3127417 (value 66676529; 0.00% of shares outstanding; change 0.00)
Holder of MUFG: Aristotle Fund Series Trust-Aristotle Value Equity Fund
Shares held as of 2026-05-31: 623300 (value 13485095; 0.00% of shares outstanding; change -0.06)
Holder of MUFG: Invesco Exch-Trd Fd. TRT-Invesco Intl Dividend Achievers ETF
Shares held as of 2026-05-31: 809074 (value 17249457; 0.00% of shares outstanding; change 0.00)
Holder of MUFG: American Century ETF Trust-Avantis International Equity ETF
Shares held as of 2026-06-30: 3218336 (value 73667709; 0.00% of shares outstanding; change 0.03)
Holder of MUFG: Aristotle Fund Series Trust-Aristotle Value Equity Fund
Shares held as of 2026-06-30: 596500 (value 13653884; 0.00% of shares outstanding; change -0.04)
Holder of MUFG: Invesco Exch-Trd Fd. TRT-Invesco Intl Dividend Achievers ETF
Shares held as of 2026-06-30: 746314 (value 17083127; 0.00% of shares outstanding; change -0.08)
Holder of MUJ: Aspiriant Trust-Aspiriant Risk-Managed Municipal Bond Fund
Shares held as of 2025-12-31: 1410 (value 17272; 0.00% of shares outstanding; change 0.00)
Holder of MUJ: Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 109 (value 1335; 0.00% of shares outstanding; change -0.38)
Holder of MUJ: Rydex Series Funds-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 109 (value 1335; 0.00% of shares outstanding; change -0.38)
Holder of MUJ: Rydex Variable Trust-Multi-Hedge Strategies Fund
Shares held as of 2025-12-31: 247 (value 3025; 0.00% of shares outstanding; change -0.24)
Holder of MUJ: NEW YORK LIFE INVESTMENTS Fd.S TRT-NYLI MacKay High Yield Muni Bond Fd
Shares held as of 2026-01-31: 384935 (value 4707754; 0.01% of shares outstanding; change 0.00)
Holder of MUJ: Clearwater Investment Trust-Clearwater Tax-Exempt Bond Fund
Shares held as of 2026-03-31: 27182 (value 326999; 0.00% of shares outstanding; change 0.00)
Holder of MUJ: INVESTMENT MANAGERS SERIES TRUST-Robinson Tax Advantaged Income Fund
Shares held as of 2026-03-31: 344567 (value 4145140; 0.01% of shares outstanding; change -0.19)
Holder of MUJ: NEW YORK LIFE INVESTMENTS Fd.S TRT-NYLI MacKay High Yield Muni Bond Fd
Shares held as of 2026-04-30: 374245 (value 4502167; 0.01% of shares outstanding; change -0.03)
Holder of MUQ.DE: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 4148954 (value 142101674; 0.03% of shares outstanding; change 0.08)
Holder of MUQ.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3128474 (value 107150234; 0.02% of shares outstanding; change 0.02)
Holder of MUQ.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1992322 (value 68237028; 0.01% of shares outstanding; change 0.00)
Holder of MUQ.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4325415 (value 148145463; 0.03% of shares outstanding; change 0.01)
Holder of MUQ.DE: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 2039476 (value 60898754; 0.01% of shares outstanding; change 1.00)
Holder of MUQ.DE: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 2039476 (value 69852053; 0.01% of shares outstanding; change 1.00)
Holder of MUQ.DE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1999257 (value 68474552; 0.01% of shares outstanding; change 0.00)
Holder of MUQ.DE: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 4551764 (value 155897917; 0.03% of shares outstanding; change 0.00)
Holder of MUQ.DE: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3246143 (value 111180397; 0.02% of shares outstanding; change 0.02)
Holder of MUQ.DE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 4469946 (value 153095650; 0.03% of shares outstanding; change 0.05)
Holder of MUQ.DE: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-06-30: 2040361 (value 69882364; 0.01% of shares outstanding; change -0.23)
Holder of MUR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 1445416 (value 52309603; 0.01% of shares outstanding; change 0.01)
Holder of MUR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3076831 (value 111350509; 0.02% of shares outstanding; change -0.04)
Holder of MUR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 1984066 (value 71803345; 0.01% of shares outstanding; change -0.04)
Holder of MUR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4278205 (value 154828233; 0.03% of shares outstanding; change 0.01)
Holder of MUR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 1999257 (value 68814422; 0.01% of shares outstanding; change 0.00)
Holder of MUR: SCHWAB STRATEGIC TRUST-Schwab US Dividend Equity ETF
Shares held as of 2026-02-28: 4148954 (value 161601761; 0.03% of shares outstanding; change 0.08)
Holder of MUR: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1497716 (value 51551381; 0.01% of shares outstanding; change 0.04)
Holder of MUR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3128474 (value 121854064; 0.02% of shares outstanding; change 0.02)
Holder of MUR: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 1992322 (value 77600943; 0.01% of shares outstanding; change 0.00)
Holder of MUR: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4325415 (value 168474917; 0.03% of shares outstanding; change 0.01)
Holder of MUR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3312120 (value 119865618; 0.02% of shares outstanding; change 0.00)
Holder of MUR: AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 2039476 (value 75113904; 0.01% of shares outstanding; change 1.00)
Holder of MUR: AIM Sector Funds (Invesco Sector Funds)-Invesco Small Cap Value Fund
Shares held as of 2026-04-30: 2039476 (value 79437591; 0.01% of shares outstanding; change 1.00)
Holder of MUR: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 4040127 (value 156231703; 0.03% of shares outstanding; change 0.00)
Holder of MUR: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 1999257 (value 77871061; 0.01% of shares outstanding; change 0.00)
Holder of MUR: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-04-30: 2505493 (value 97313348; 0.02% of shares outstanding; change 0.03)
Holder of MUR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 4532143 (value 155407187; 0.03% of shares outstanding; change 0.02)
Holder of MUR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3188808 (value 109758765; 0.02% of shares outstanding; change -0.04)
Holder of MUR: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 4263706 (value 146756752; 0.03% of shares outstanding; change 0.06)
Holder of MUR: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-05-31: 2640041 (value 89101383; 0.02% of shares outstanding; change 0.05)
Holder of MUR: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 4551764 (value 177291211; 0.03% of shares outstanding; change 0.00)
Holder of MUR: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3246143 (value 126437272; 0.02% of shares outstanding; change 0.02)
Holder of MUR: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 4469946 (value 174104400; 0.03% of shares outstanding; change 0.05)
Holder of MUR: SPDR SERIES TRT-State Street SPDR S&P Oil & Gas Exploration & Producti
Shares held as of 2026-06-30: 2040361 (value 79472062; 0.01% of shares outstanding; change -0.23)
Holder of MUSA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 183668 (value 92941517; 0.01% of shares outstanding; change -0.02)
Holder of MUSA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 382422 (value 193517004; 0.02% of shares outstanding; change -0.07)
Holder of MUSA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2025-12-31: 246702 (value 124838612; 0.01% of shares outstanding; change -0.06)
Holder of MUSA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 528855 (value 267616495; 0.03% of shares outstanding; change -0.03)
Holder of MUSA: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-02-28: 203722 (value 112316014; 0.01% of shares outstanding; change 0.33)
Holder of MUSA: Fidelity Securities Fund-Fidelity Small Cap Value Fund
Shares held as of 2026-02-28: 127000 (value 70017640; 0.01% of shares outstanding; change -0.18)
Holder of MUSA: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-03-31: 151380 (value 82730685; 0.01% of shares outstanding; change 1.73)
Holder of MUSA: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-03-31: 308478 (value 192036818; 0.02% of shares outstanding; change 0.31)
Holder of MUSA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 188595 (value 115637028; 0.01% of shares outstanding; change 0.03)
Holder of MUSA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 384651 (value 235848770; 0.02% of shares outstanding; change 0.01)
Holder of MUSA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 244940 (value 150184966; 0.01% of shares outstanding; change -0.01)
Holder of MUSA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 529961 (value 324945600; 0.03% of shares outstanding; change 0.00)
Holder of MUSA: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 123167 (value 75519849; 0.01% of shares outstanding; change 0.00)
Holder of MUSA: Fidelity Puritan Trust-Fidelity Low-Priced Stock Fund
Shares held as of 2026-04-30: 137972 (value 84597535; 0.01% of shares outstanding; change -0.32)
Holder of MUSA: Fidelity Rutland Square TRT II-Strategic Advisers U.S. Total Stock Fd.
Shares held as of 2026-04-30: 135600 (value 74758992; 0.01% of shares outstanding; change -0.10)
Holder of MUSA: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-04-30: 308478 (value 170070093; 0.02% of shares outstanding; change 0.00)
Holder of MUSA: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-04-30: 127820 (value 79571788; 0.01% of shares outstanding; change 0.00)
Holder of MUSA: Two Roads Shared Trust-Recurrent MLP & Energy Infrastructure Fund
Shares held as of 2026-04-30: 133659 (value 81953019; 0.01% of shares outstanding; change 0.24)
Holder of MUSA: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-04-30: 570380 (value 314427684; 0.03% of shares outstanding; change 0.02)
Holder of MUSA: John Hancock Funds III-Disciplined Value Mid Cap Fund
Shares held as of 2026-05-31: 308478 (value 189143293; 0.02% of shares outstanding; change 0.00)
Holder of MUSA: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-05-31: 126569 (value 74704818; 0.01% of shares outstanding; change -0.01)
Holder of MUSA: iShares Trust-iShares Core S&P Mid-Cap ETF
Shares held as of 2026-05-31: 573154 (value 351429389; 0.03% of shares outstanding; change 0.00)
Holder of MUSA: SPDR S&P MIDCAP 400 ETF TRT-State Street SPDR S&P Mid Cap 400 ETF TRT
Shares held as of 2026-06-30: 129319 (value 79291948; 0.01% of shares outstanding; change 0.02)
Holder of MUV2.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2025-12-31: 1235258 (value 549566276; 0.01% of shares outstanding; change 0.02)
Holder of MUV2.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-01-31: 1912634 (value 850930854; 0.02% of shares outstanding; change 0.01)
Holder of MUV2.DE: CAPITAL WORLD GROWTH & INCOME FUND
Shares held as of 2026-03-31: 652598 (value 336479512; 0.01% of shares outstanding; change 0.00)
Holder of MUV2.DE: Capital Income Builder
Shares held as of 2026-03-31: 1055399 (value 469547008; 0.01% of shares outstanding; change 0.00)
Holder of MUV2.DE: EuroPacific Growth Fund-EUPAC Fund
Shares held as of 2026-03-31: 495402 (value 255429259; 0.00% of shares outstanding; change -0.20)
Holder of MUV2.DE: Fidelity Advisor Series VIII-Fidelity Advisor Intl Capital Appreciatio
Shares held as of 2026-03-31: 392849 (value 174778517; 0.00% of shares outstanding; change -0.03)
Holder of MUV2.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-03-31: 480602 (value 213819826; 0.00% of shares outstanding; change 0.01)
Holder of MUV2.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-03-31: 635397 (value 282688121; 0.01% of shares outstanding; change 0.00)
Holder of MUV2.DE: VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund
Shares held as of 2026-03-31: 1265074 (value 643922666; 0.01% of shares outstanding; change 0.02)
Holder of MUV2.DE: Capital Income Builder
Shares held as of 2026-04-30: 1055399 (value 544163698; 0.01% of shares outstanding; change 0.00)
Holder of MUV2.DE: Federated Hermes Eqy. Fd.s-Federated Hermes Strategic Value Dividend F
Shares held as of 2026-04-30: 335450 (value 170744050; 0.00% of shares outstanding; change 0.36)
Holder of MUV2.DE: VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund
Shares held as of 2026-04-30: 1913941 (value 974195969; 0.02% of shares outstanding; change 0.00)
Holder of MUV2.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-04-30: 932032 (value 414661031; 0.01% of shares outstanding; change 0.01)
Holder of MUV2.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-04-30: 455625 (value 202707559; 0.00% of shares outstanding; change 0.01)
Holder of MUV2.DE: Fidelity Concord Street Trust-Fidelity International Index Fund
Shares held as of 2026-05-31: 491506 (value 250176554; 0.00% of shares outstanding; change 0.01)
Holder of MUV2.DE: iShares Trust-iShares Core MSCI EAFE ETF
Shares held as of 2026-05-31: 952298 (value 484719682; 0.01% of shares outstanding; change 0.02)
Holder of MUV2.DE: iShares Trust-iShares MSCI EAFE ETF
Shares held as of 2026-05-31: 466483 (value 237439847; 0.00% of shares outstanding; change 0.03)
Holder of MUV2.DE: iShares Trust-iShares MSCI EAFE Value ETF
Shares held as of 2026-05-31: 347434 (value 176843906; 0.00% of shares outstanding; change 0.01)
Holder of MUV2.DE: Capital Income Builder
Shares held as of 2026-06-30: 681788 (value 347030092; 0.01% of shares outstanding; change -0.35)
Holder of MUV2.DE: Capital World Growth & Income Fund
Shares held as of 2026-06-30: 622657 (value 316932413; 0.01% of shares outstanding; change -0.05)
Holder of MUV2.DE: NEW PERSPECTIVE FUND
Shares held as of 2026-06-30: 365722 (value 186152498; 0.00% of shares outstanding; change -0.42)
Holder of MUX: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 259336 (value 4740662; 0.00% of shares outstanding; change 0.04)
Holder of MUX: SPROTT FUNDS TRUST-Sprott Junior Gold Miners ETF
Shares held as of 2025-12-31: 748297 (value 16380220; 0.01% of shares outstanding; change 0.01)
Holder of MUX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 494044 (value 10814622; 0.01% of shares outstanding; change -0.02)
Holder of MUX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 235572 (value 4492357; 0.00% of shares outstanding; change 0.27)
Holder of MUX: Amplify ETF Trust-Amplify Junior Silver Miners ETF
Shares held as of 2026-03-31: 1253563 (value 21523676; 0.02% of shares outstanding; change -0.10)
Holder of MUX: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 275384 (value 4728343; 0.00% of shares outstanding; change 0.06)
Holder of MUX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 267364 (value 4887414; 0.00% of shares outstanding; change 0.11)
Holder of MUX: SPROTT FUNDS TRUST-Sprott Junior Gold Miners ETF
Shares held as of 2026-03-31: 425510 (value 7306006; 0.01% of shares outstanding; change -0.43)
Holder of MUX: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 555902 (value 9544837; 0.01% of shares outstanding; change 0.13)
Holder of MUX: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 264273 (value 4537567; 0.00% of shares outstanding; change 0.12)
Holder of MUX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 261727 (value 4991133; 0.00% of shares outstanding; change -0.02)
Holder of MUX: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-04-30: 1603073 (value 30314110; 0.03% of shares outstanding; change -0.04)
Holder of MUX: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-04-30: 3301879 (value 62438531; 0.06% of shares outstanding; change 0.10)
Holder of MUX: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 1298788 (value 23741845; 0.02% of shares outstanding; change -0.02)
Holder of MUX: iShares, Inc.-iShares MSCI Global Gold Miners ETF
Shares held as of 2026-04-30: 372846 (value 7110173; 0.01% of shares outstanding; change -0.07)
Holder of MUX: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 258110 (value 4431748; 0.00% of shares outstanding; change -0.01)
Holder of MUX: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-05-31: 1567838 (value 25665509; 0.03% of shares outstanding; change -0.09)
Holder of MUX: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-05-31: 3123688 (value 55851538; 0.05% of shares outstanding; change -0.05)
Holder of MUX: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 1271007 (value 22725604; 0.02% of shares outstanding; change -0.02)
Holder of MUX: iShares, Inc.-iShares MSCI Global Gold Miners ETF
Shares held as of 2026-05-31: 354568 (value 6087932; 0.01% of shares outstanding; change -0.05)
Holder of MUX: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-06-30: 1528859 (value 26250509; 0.03% of shares outstanding; change -0.02)
Holder of MUX: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-06-30: 3226068 (value 55391587; 0.05% of shares outstanding; change 0.03)
Holder of MUX: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 1284576 (value 22056170; 0.02% of shares outstanding; change 0.01)
Holder of MUX.TO: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2025-12-31: 259336 (value 7798233; 0.00% of shares outstanding; change 0.04)
Holder of MUX.TO: SPROTT FUNDS TRUST-Sprott Junior Gold Miners ETF
Shares held as of 2025-12-31: 748297 (value 22501290; 0.01% of shares outstanding; change 0.01)
Holder of MUX.TO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-01-31: 235572 (value 6360444; 0.00% of shares outstanding; change 0.27)
Holder of MUX.TO: Amplify ETF Trust-Amplify Junior Silver Miners ETF
Shares held as of 2026-03-31: 1253563 (value 30449046; 0.02% of shares outstanding; change -0.10)
Holder of MUX.TO: EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF
Shares held as of 2026-03-31: 275384 (value 6689077; 0.00% of shares outstanding; change 0.06)
Holder of MUX.TO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 267364 (value 8039635; 0.00% of shares outstanding; change 0.11)
Holder of MUX.TO: SPROTT FUNDS TRUST-Sprott Junior Gold Miners ETF
Shares held as of 2026-03-31: 425510 (value 10335638; 0.01% of shares outstanding; change -0.43)
Holder of MUX.TO: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 555902 (value 13502860; 0.01% of shares outstanding; change 0.13)
Holder of MUX.TO: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio
Shares held as of 2026-04-30: 264273 (value 6419191; 0.00% of shares outstanding; change 0.12)
Holder of MUX.TO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 261727 (value 7066629; 0.00% of shares outstanding; change -0.02)
Holder of MUX.TO: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-04-30: 1603073 (value 42802050; 0.03% of shares outstanding; change -0.04)
Holder of MUX.TO: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-04-30: 3301879 (value 88160171; 0.06% of shares outstanding; change 0.10)
Holder of MUX.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-04-30: 1298788 (value 39054554; 0.02% of shares outstanding; change -0.02)
Holder of MUX.TO: iShares, Inc.-iShares MSCI Global Gold Miners ETF
Shares held as of 2026-04-30: 372846 (value 10066842; 0.01% of shares outstanding; change -0.07)
Holder of MUX.TO: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 258110 (value 6269492; 0.00% of shares outstanding; change -0.01)
Holder of MUX.TO: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-05-31: 1567838 (value 35966204; 0.03% of shares outstanding; change -0.09)
Holder of MUX.TO: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-05-31: 3123688 (value 78935597; 0.05% of shares outstanding; change -0.05)
Holder of MUX.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-05-31: 1271007 (value 32118347; 0.02% of shares outstanding; change -0.02)
Holder of MUX.TO: iShares, Inc.-iShares MSCI Global Gold Miners ETF
Shares held as of 2026-05-31: 354568 (value 8612457; 0.01% of shares outstanding; change -0.05)
Holder of MUX.TO: GLOBAL X FUNDS-Global X Silver Miners ETF
Shares held as of 2026-06-30: 1528859 (value 37135986; 0.03% of shares outstanding; change -0.02)
Holder of MUX.TO: SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF
Shares held as of 2026-06-30: 3226068 (value 78361194; 0.05% of shares outstanding; change 0.03)
Holder of MUX.TO: VanEck ETF Trust-VanEck Junior Gold Miners ETF
Shares held as of 2026-06-30: 1284576 (value 31202352; 0.02% of shares outstanding; change 0.01)
Holder of MUZE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-03-31: 2653 (value 26370; 0.00% of shares outstanding; change 1.00)
Holder of MUZE: INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund
Shares held as of 2026-03-31: 215704 (value 2146254; 0.01% of shares outstanding; change 1.00)
Holder of MUZE: INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund
Shares held as of 2026-03-31: 34296 (value 341245; 0.00% of shares outstanding; change 1.00)
Holder of MUZE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-04-30: 2653 (value 26370; 0.00% of shares outstanding; change 0.00)
Holder of MUZE: Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund
Shares held as of 2026-05-31: 2653 (value 26397; 0.00% of shares outstanding; change 0.00)
Holder of MVBF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 125174 (value 3348404; 0.01% of shares outstanding; change -0.01)
Holder of MVBF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 355925 (value 9520993; 0.03% of shares outstanding; change 0.00)
Holder of MVBF: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-01-31: 172592 (value 4791153; 0.02% of shares outstanding; change 0.18)
Holder of MVBF: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-01-31: 63779 (value 1770505; 0.01% of shares outstanding; change 0.00)
Holder of MVBF: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-01-31: 70332 (value 1952416; 0.01% of shares outstanding; change 0.00)
Holder of MVBF: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 108414 (value 3009572; 0.01% of shares outstanding; change 0.01)
Holder of MVBF: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 55277 (value 1608560; 0.00% of shares outstanding; change -0.02)
Holder of MVBF: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 58802 (value 1638223; 0.01% of shares outstanding; change -0.03)
Holder of MVBF: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 135064 (value 3930362; 0.01% of shares outstanding; change 0.08)
Holder of MVBF: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 355925 (value 10357417; 0.03% of shares outstanding; change 0.00)
Holder of MVBF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 293803 (value 7859230; 0.03% of shares outstanding; change 0.02)
Holder of MVBF: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-03-31: 96415 (value 2579101; 0.01% of shares outstanding; change 0.00)
Holder of MVBF: Columbia Funds Series Trust I-Columbia Small Cap Value Discovery Fund
Shares held as of 2026-04-30: 178792 (value 5202847; 0.02% of shares outstanding; change 0.04)
Holder of MVBF: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 76489 (value 2225829; 0.01% of shares outstanding; change 0.20)
Holder of MVBF: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio
Shares held as of 2026-04-30: 70332 (value 2046661; 0.01% of shares outstanding; change 0.00)
Holder of MVBF: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 59092 (value 1640393; 0.01% of shares outstanding; change 0.00)
Holder of MVBF: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 110925 (value 3227917; 0.01% of shares outstanding; change 0.02)
Holder of MVBF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 282226 (value 7834593; 0.02% of shares outstanding; change -0.04)
Holder of MVBF: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 95320 (value 2646083; 0.01% of shares outstanding; change -0.01)
Holder of MVBF: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 59092 (value 1719577; 0.01% of shares outstanding; change 0.00)
Holder of MVBF: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 284929 (value 8291434; 0.03% of shares outstanding; change 0.01)
Holder of MVBF: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 96123 (value 2797179; 0.01% of shares outstanding; change 0.01)
Holder of MVIS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 3281100 (value 1990643; 0.01% of shares outstanding; change -0.04)
Holder of MVIS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 9446026 (value 5730904; 0.03% of shares outstanding; change 0.23)
Holder of MVIS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 2925875 (value 1052437; 0.01% of shares outstanding; change 0.00)
Holder of MVIS: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 1452644 (value 365630; 0.00% of shares outstanding; change 0.01)
Holder of MVIS: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 1487844 (value 374490; 0.00% of shares outstanding; change 0.21)
Holder of MVIS: VANGUARD WORLD FUND-Vanguard Information Technology Index Fund
Shares held as of 2026-02-28: 6237955 (value 1570093; 0.02% of shares outstanding; change 0.02)
Holder of MVIS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 1101029 (value 429951; 0.00% of shares outstanding; change 0.00)
Holder of MVIS: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 3466992 (value 872641; 0.01% of shares outstanding; change 0.06)
Holder of MVIS: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 9446026 (value 2377564; 0.03% of shares outstanding; change 0.00)
Holder of MVIS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 7403021 (value 4491412; 0.02% of shares outstanding; change 0.02)
Holder of MVIS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 1461745 (value 525789; 0.00% of shares outstanding; change 0.33)
Holder of MVIS: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 2989828 (value 752539; 0.01% of shares outstanding; change 0.02)
Holder of MVIS: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-04-30: 3380273 (value 1224672; 0.01% of shares outstanding; change 0.00)
Holder of MVIS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 7113369 (value 2558678; 0.02% of shares outstanding; change -0.04)
Holder of MVIS: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 1549959 (value 557520; 0.00% of shares outstanding; change 0.00)
Holder of MVIS: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 1461745 (value 367921; 0.00% of shares outstanding; change 0.00)
Holder of MVIS: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-05-31: 3333121 (value 1279251; 0.01% of shares outstanding; change -0.01)
Holder of MVIS: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 7180997 (value 1807457; 0.02% of shares outstanding; change 0.01)
Holder of MVIS: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 1533983 (value 386103; 0.00% of shares outstanding; change -0.01)
Holder of MVIS: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 928340 (value 233663; 0.00% of shares outstanding; change 0.01)
Holder of MVO: Modern Capital Tactical Opportunities Fund
Shares held as of 2022-03-31: 67131 (value 53355; 0.01% of shares outstanding; change 0.28)
Holder of MVST: NORTHERN LIGHTS FUND TRUST III-Counterpoint Quantitative Equity ETF
Shares held as of 2025-12-31: 1041726 (value 1614675; 0.00% of shares outstanding; change 1.00)
Holder of MVST: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2025-12-31: 2174272 (value 3370121; 0.01% of shares outstanding; change 0.03)
Holder of MVST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 6186113 (value 9588474; 0.02% of shares outstanding; change 0.09)
Holder of MVST: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-02-28: 1951154 (value 2458454; 0.01% of shares outstanding; change 0.01)
Holder of MVST: SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF
Shares held as of 2026-02-28: 961724 (value 769475; 0.00% of shares outstanding; change 0.01)
Holder of MVST: VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund
Shares held as of 2026-02-28: 986580 (value 789362; 0.00% of shares outstanding; change 0.01)
Holder of MVST: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 1091351 (value 1364188; 0.00% of shares outstanding; change 0.03)
Holder of MVST: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 2249634 (value 1799932; 0.01% of shares outstanding; change 0.03)
Holder of MVST: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 6186113 (value 4949509; 0.02% of shares outstanding; change 0.00)
Holder of MVST: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 4953481 (value 7677895; 0.01% of shares outstanding; change 0.02)
Holder of MVST: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 1087380 (value 1370098; 0.00% of shares outstanding; change 0.00)
Holder of MVST: Fidelity Salem Street Trust-Fidelity Small Cap Index Fund
Shares held as of 2026-04-30: 1973518 (value 1579011; 0.01% of shares outstanding; change 0.01)
Holder of MVST: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-04-30: 801786 (value 906018; 0.00% of shares outstanding; change 0.00)
Holder of MVST: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 4759623 (value 5997124; 0.01% of shares outstanding; change -0.04)
Holder of MVST: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-04-30: 1063141 (value 1339557; 0.00% of shares outstanding; change 0.00)
Holder of MVST: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-04-30: 621341 (value 782889; 0.00% of shares outstanding; change -0.01)
Holder of MVST: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 1050798 (value 840743; 0.00% of shares outstanding; change -0.03)
Holder of MVST: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-05-31: 790586 (value 845927; 0.00% of shares outstanding; change -0.01)
Holder of MVST: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 4804885 (value 3844388; 0.01% of shares outstanding; change 0.01)
Holder of MVST: iShares Trust-iShares Russell 2000 Growth ETF
Shares held as of 2026-05-31: 1052181 (value 841850; 0.00% of shares outstanding; change -0.01)
Holder of MVST: iShares Trust-iShares Russell 2000 Value ETF
Shares held as of 2026-05-31: 626599 (value 501341; 0.00% of shares outstanding; change 0.01)
Holder of MVST: SPDR SERIES TRT-State Street SPDR S&P Kensho New Economies Composite E
Shares held as of 2026-06-30: 2656216 (value 2125238; 0.01% of shares outstanding; change 2.36)
Holder of MWA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2025-12-31: 1998590 (value 50384452; 0.01% of shares outstanding; change -0.04)
Holder of MWA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2025-12-31: 3547149 (value 89423623; 0.02% of shares outstanding; change -0.04)
Holder of MWA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2025-12-31: 4947980 (value 124738571; 0.03% of shares outstanding; change 0.00)
Holder of MWA: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-01-31: 2132974 (value 55222695; 0.01% of shares outstanding; change 0.18)
Holder of MWA: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-03-31: 4931339 (value 127327171; 0.03% of shares outstanding; change 0.01)
Holder of MWA: FMI Funds Inc-Common Stock Fund
Shares held as of 2026-03-31: 2060000 (value 51561801; 0.01% of shares outstanding; change 0.29)
Holder of MWA: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 1744087 (value 44177723; 0.01% of shares outstanding; change 0.04)
Holder of MWA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund
Shares held as of 2026-03-31: 2015681 (value 50452496; 0.01% of shares outstanding; change 0.01)
Holder of MWA: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 3605579 (value 90247644; 0.02% of shares outstanding; change 0.02)
Holder of MWA: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 4996801 (value 125069932; 0.03% of shares outstanding; change 0.01)
Holder of MWA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-03-31: 3807237 (value 95980441; 0.02% of shares outstanding; change 0.01)
Holder of MWA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-04-30: 2665681 (value 67521699; 0.02% of shares outstanding; change 0.19)
Holder of MWA: Capitol Series Trust-FullerThaler Behavioral Small-Cap Equity Fund
Shares held as of 2026-04-30: 4953139 (value 123977072; 0.03% of shares outstanding; change 0.00)
Holder of MWA: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-04-30: 1718467 (value 43322551; 0.01% of shares outstanding; change -0.38)
Holder of MWA: Franklin Value Investors Trust-FRANKLIN SMALL CAP VALUE FUND
Shares held as of 2026-04-30: 1794567 (value 44918013; 0.01% of shares outstanding; change -0.16)
Holder of MWA: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-04-30: 9530422 (value 249029918; 0.06% of shares outstanding; change 0.01)
Holder of MWA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-04-30: 3658325 (value 94714032; 0.02% of shares outstanding; change -0.04)
Holder of MWA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-05-31: 2521937 (value 65292947; 0.02% of shares outstanding; change -0.05)
Holder of MWA: First TRT Exch-Trd Fd. VI-First TRT RBA American Industrial Renaissanc
Shares held as of 2026-05-31: 1768992 (value 45038534; 0.01% of shares outstanding; change 0.03)
Holder of MWA: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 9485789 (value 237429305; 0.06% of shares outstanding; change 0.00)
Holder of MWA: iShares Trust-iShares Russell 2000 ETF
Shares held as of 2026-05-31: 3729726 (value 93355044; 0.02% of shares outstanding; change 0.02)
Holder of MWA: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 2087462 (value 52249175; 0.01% of shares outstanding; change -0.17)
Holder of MWA: First TRT Exch-Trd Fd. VI-First TRT SMID Cap Rising Dividend Achievers
Shares held as of 2026-06-30: 2671300 (value 66862640; 0.02% of shares outstanding; change 0.56)
Holder of MWH: AIM Counselor Series TRT -Invesco Discovery Fd.
Shares held as of 2026-02-28: 682898 (value 18622628; 0.01% of shares outstanding; change 1.00)
Holder of MWH: BlackRock Large Cap Series Fd.s, Inc.-BlackRock Event Driven Eqy. Fd.
Shares held as of 2026-02-28: 160530 (value 5703630; 0.00% of shares outstanding; change 1.00)
Holder of MWH: Goldman Sachs Trust-Goldman Sachs Small/Mid Cap Growth Fund
Shares held as of 2026-02-28: 161381 (value 5733866; 0.00% of shares outstanding; change 1.00)
Holder of MWH: Prudential Sector Funds, Inc.-PGIM Jennison Utility Fund
Shares held as of 2026-02-28: 654334 (value 17843688; 0.01% of shares outstanding; change 1.00)
Holder of MWH: Advanced Series Trust-AST SMALL-CAP EQUITY PORTFOLIO
Shares held as of 2026-03-31: 217665 (value 7500735; 0.00% of shares outstanding; change 1.00)
Holder of MWH: DEUTSCHE DWS INVESTMENT TRUST-DWS Small Cap Core Fund
Shares held as of 2026-03-31: 244865 (value 6677468; 0.00% of shares outstanding; change 1.00)
Holder of MWH: Driehaus Mutual Funds-Driehaus Small Cap Growth Fund
Shares held as of 2026-03-31: 246873 (value 6732226; 0.00% of shares outstanding; change 1.00)
Holder of MWH: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 109842 (value 3902686; 0.00% of shares outstanding; change 1.00)
Holder of MWH: VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
Shares held as of 2026-03-31: 230205 (value 6657528; 0.00% of shares outstanding; change 1.00)
Holder of MWH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 515858 (value 14067447; 0.00% of shares outstanding; change 1.00)
Holder of MWH: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 164942 (value 5683901; 0.00% of shares outstanding; change 1.00)
Holder of MWH: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 710087 (value 19364072; 0.01% of shares outstanding; change 1.00)
Holder of MWH: Federated Hermes Equity Funds-Federated Hermes Kaufmann Small Cap Fund
Shares held as of 2026-04-30: 418300 (value 11407041; 0.00% of shares outstanding; change 1.00)
Holder of MWH: Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND
Shares held as of 2026-04-30: 620471 (value 16920244; 0.01% of shares outstanding; change 1.00)
Holder of MWH: Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF
Shares held as of 2026-04-30: 189150 (value 6005512; 0.00% of shares outstanding; change -0.19)
Holder of MWH: Manager Directed Portfolios-Hood River New Opportunities Fund
Shares held as of 2026-04-30: 111072 (value 3946388; 0.00% of shares outstanding; change 1.00)
Holder of MWH: Reaves Utility Income Fund
Shares held as of 2026-04-30: 330000 (value 8999100; 0.00% of shares outstanding; change 1.00)
Holder of MWH: Invesco Exchange-Traded Fund Trust-Invesco WilderHill Clean Energy ETF
Shares held as of 2026-05-31: 217662 (value 7500632; 0.00% of shares outstanding; change 0.15)
Holder of MWH: NXG NextGen Infrastructure Income Fund
Shares held as of 2026-06-30: 380000 (value 10362600; 0.00% of shares outstanding; change 2.80)
Holder of MWK.DE: Ariel Investment Trust-Ariel Fund
Shares held as of 2026-03-31: 832140 (value 78637230; 0.01% of shares outstanding; change 0.06)
Holder of MWK.DE: J.P. Morgan Fleming Mutual Fd. Group, Inc.-JPMorgan Mid Cap Value Fd.
Shares held as of 2026-03-31: 893112 (value 84399084; 0.01% of shares outstanding; change -0.17)
Holder of MWK.DE: MFS SERIES TRUST XI-MFS Mid Cap Value Fund
Shares held as of 2026-03-31: 747915 (value 70677967; 0.01% of shares outstanding; change -0.04)
Holder of MWK.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund
Shares held as of 2026-03-31: 1204738 (value 113847741; 0.02% of shares outstanding; change 0.01)
Holder of MWK.DE: VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund
Shares held as of 2026-03-31: 767052 (value 72486414; 0.01% of shares outstanding; change 0.00)
Holder of MWK.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 1646806 (value 155623167; 0.03% of shares outstanding; change -0.01)
Holder of MWK.DE: DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
Shares held as of 2026-04-30: 787728 (value 74440296; 0.01% of shares outstanding; change 0.00)
Holder of MWK.DE: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-04-30: 1005564 (value 95025798; 0.02% of shares outstanding; change -0.05)
Holder of MWK.DE: iShares Trust-iShares Core S&P Small-Cap ETF
Shares held as of 2026-05-31: 3150547 (value 297726691; 0.05% of shares outstanding; change 0.00)
Holder of MWK.DE: American Century ETF Trust-Avantis U.S. Small Cap Value ETF
Shares held as of 2026-06-30: 714204 (value 67492278; 0.01% of shares outstanding; change 0.34)
Holder of MWYN: EQ Advisors Trust-1290 VT Micro Cap Portfolio
Shares held as of 2026-03-31: 3207 (value 2413; 0.00% of shares outstanding; change 0.00)
Holder of MWYN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-03-31: 36557 (value 30707; 0.00% of shares outstanding; change 2.67)
Holder of MWYN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-03-31: 2392 (value 2009; 0.00% of shares outstanding; change 0.00)
Holder of MWYN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-03-31: 28870 (value 24250; 0.00% of shares outstanding; change -0.01)
Holder of MWYN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-04-30: 36557 (value 39115; 0.00% of shares outstanding; change 0.00)
Holder of MWYN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-04-30: 1278 (value 1367; 0.00% of shares outstanding; change -0.47)
Holder of MWYN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-04-30: 29060 (value 31094; 0.00% of shares outstanding; change 0.01)
Holder of MWYN: Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
Shares held as of 2026-05-31: 36557 (value 27509; 0.00% of shares outstanding; change 0.00)
Holder of MWYN: Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
Shares held as of 2026-05-31: 1278 (value 961; 0.00% of shares outstanding; change 0.00)
Holder of MWYN: iShares Trust-iShares Micro-Cap ETF
Shares held as of 2026-05-31: 28680 (value 21581; 0.00% of shares outstanding; change -0.01)
Holder of MWZ.DE: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2025-12-31: 38238918 (value 2699667552; 0.06% of shares outstanding; change -0.03)
Holder of MWZ.DE: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-01-31: 4341813 (value 306531991; 0.01% of shares outstanding; change -0.01)
Holder of MWZ.DE: Dodge & Cox Funds-Dodge & Cox Stock Fund
Shares held as of 2026-03-31: 37597542 (value 3103301151; 0.06% of shares outstanding; change -0.02)
Holder of MWZ.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-03-31: 7029684 (value 496295679; 0.01% of shares outstanding; change 0.00)
Holder of MWZ.DE: T. ROWE PRICE Eqy. INCOME Fd., INC.-T. Rowe Price Eqy. Income Fd.
Shares held as of 2026-03-31: 4345000 (value 358636303; 0.01% of shares outstanding; change 0.01)
Holder of MWZ.DE: VANGUARD INDEX FUNDS-Vanguard 500 Index Fund
Shares held as of 2026-03-31: 13986392 (value 1154436808; 0.02% of shares outstanding; change 0.00)
Holder of MWZ.DE: VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund
Shares held as of 2026-03-31: 11969637 (value 987973848; 0.02% of shares outstanding; change -0.02)
Holder of MWZ.DE: VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
Shares held as of 2026-03-31: 17595839 (value 1452360567; 0.03% of shares outstanding; change 0.00)
Holder of MWZ.DE: VANGUARD INDEX FUNDS-Vanguard Value Index Fund
Shares held as of 2026-03-31: 5127266 (value 423204540; 0.01% of shares outstanding; change -0.01)
Holder of MWZ.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-04-30: 6558117 (value 463003050; 0.01% of shares outstanding; change 0.03)
Holder of MWZ.DE: VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund
Shares held as of 2026-04-30: 4306887 (value 355490456; 0.01% of shares outstanding; change -0.01)
Holder of MWZ.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-04-30: 7119848 (value 502661257; 0.01% of shares outstanding; change 0.01)
Holder of MWZ.DE: Fidelity Concord Street Trust-Fidelity 500 Index Fund
Shares held as of 2026-05-31: 7044140 (value 581423322; 0.01% of shares outstanding; change 0.00)
Holder of MWZ.DE: iShares Trust-iShares Core S&P 500 ETF
Shares held as of 2026-05-31: 7252100 (value 598588340; 0.01% of shares outstanding; change 0.02)
Holder of MWZ.DE: SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust
Shares held as of 2026-06-30: 6532264 (value 539173076; 0.01% of shares outstanding; change -0.01)
Holder of MX: VANGUARD HORIZON FUNDS-Vanguard Strategic Small-Cap Equity Fund
Shares held as of 2025-12-31: 239694 (value 2109307; 0.01% of shares outstanding; change 0.00)