CarmaxKMX

13F holders, Q2 2024 (June 30)
706holders −8
65new positions
74sold out
12famous investors
$73.33avg. 13F price*

At the end of Q2 2024, 706 institutions reported holding Carmax Inc. (KMX) in their 13F filings, down 8 from Q1 2024. 65 opened new positions and 74 sold out. The largest holders were Vanguard Group Inc. ($1.3B), BlackRock Inc. ($818.5M) and Principal Financial Group Inc. ($615.0M). 12 famous investors held it, including Francois Rochon (4.9% of Giverny Capital's portfolio), Chuck Akre (1.4% of Akre Capital Management's portfolio) and John W. Rogers Jr. (0.6% of Ariel Investments's portfolio).

Company
Carmax Inc.
CUSIP
143130102
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 714Q1 2024Q2 2024: 706Q2 2024Q3 2024: 742Q3 2024Q4 2024: 750Q4 2024Q1 2025: 754Q1 2025Q2 2025: 732Q2 2025Q3 2025: 623Q3 2025Q4 2025: 538Q4 2025Q1 2026: 550Q1 2026Q2 2026: 557Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions65$101.3M
Exits74$612.0M

All 13F filers, Q1 2024 → Q2 2024: 14,227,121 shares bought and 16,475,414 shares sold, net −2,248,293 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 706 holders

Vanguard Group Inc. 0.03% Add +1.3% 18,276,257 $1.3B
BlackRock Inc. 0.02% Add +1.6% 11,160,621 $818.5M
Principal Financial Group Inc. 0.37% Reduce -12.9% 8,384,960 $615.0M
Diamond Hill Capital Management, LLC (Investment Advisor) 2.10% Reduce -0.5% 6,703,066 $491.6M
State Street Corp. 0.02% Reduce -0.7% 6,156,215 $451.5M
Primecap Management Co. 0.29% Reduce -2.0% 5,411,784 $396.9M
Norges Bank 0.06% Add +15.1% 5,309,574 $389.4M
Janus Henderson Group PLC 0.18% Add +0.4% 4,613,769 $338.4M
Ruane, Cunniff & Goldfarb L.P. 4.34% Reduce -4.3% 3,797,441 $278.5M
Invesco Ltd. 0.06% Add +7.1% 3,727,396 $273.4M
Geode Capital Management, LLC 0.02% Add +1.7% 3,648,306 $266.8M
Fiduciary Management Inc. 2.07% Reduce -5.6% 3,035,147 $222.6M
Turtle Creek Asset Management Inc. 5.23% Add +9.6% 2,771,452 $203.3M
Baird Financial Group, Inc. 0.41% Add +59.5% 2,666,662 $195.6M
London Co. of Virginia 1.01% Reduce -0.1% 2,449,403 $179.6M
First Pacific Advisors, LP 2.41% Add +2.0% 2,386,210 $175.0M
Akre Capital Management 1.38% Reduce -20.6% 2,145,509 $157.4M
Dimensional Fund Advisors LP 0.04% Add +2.6% 2,007,426 $147.2M
Cooke & Bieler LP 1.35% Reduce -11.9% 1,910,283 $140.1M
Morgan Stanley 0.01% Reduce -2.8% 1,887,224 $138.4M
Wellington Management Group LLP 0.02% Reduce -23.7% 1,855,443 $136.1M
Vulcan Value Partners, LLC 2.03% Add +299.7% 1,827,139 $133.8M
Morningstar Investment Services LLC 1.34% Add +14.1% 1,678,559 $123.1M
Envestnet Asset Management Inc. 0.04% Add +21.1% 1,656,388 $121.5M
NorthCoast Asset Management LLC 1.00% Add +21.1% 1,601,205 $117.4M
Giverny Capital 4.94% Add +0.8% 1,594,948 $117.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +35.4% 1,498,460 $109.9M
Northern Trust Corp. 0.02% Add +3.5% 1,473,647 $108.1M
Bank of America Corp. 0.01% Add +3.3% 1,440,290 $105.6M
DF Dent & Co. Inc. 1.34% Reduce -7.5% 1,416,959 $103.9M
Van Lanschot Kempen Investment Management N.V. 1.10% Add +11.2% 1,343,290 $98.5M
Madison Asset Management, LLC 1.21% Add +9.8% 1,333,354 $97.8M
Brown Advisory Inc. 0.12% Add +0.7% 1,253,185 $91.9M
Goldman Sachs Group Inc. 0.02% Add +39.4% 1,215,861 $89.2M
DAVENPORT & Co LLC 0.56% Add +17.2% 1,199,649 $88.0M
Corient Private Wealth LP 0.15% Reduce -1.0% 1,176,756 $86.3M
Marshall Wace, LLP 0.12% Add +87.6% 1,160,601 $85.1M
Charles Schwab Investment Management Inc. 0.01% Add +3.0% 1,042,998 $76.5M
Bank of New York Mellon Corp 0.01% Add +0.5% 972,307 $71.3M
American Century Companies Inc. 0.04% Reduce -1.0% 950,121 $69.7M
Welch & Forbes LLC 0.86% Reduce -1.0% 891,548 $64.6M
Weitz Investment Management, Inc. 3.33% Add +15.4% 865,200 $63.5M
Legal & General Group Plc 0.02% Add +1.9% 810,867 $59.5M
Royal Bank of Canada 0.01% Reduce -17.8% 795,427 $58.3M
Two Sigma Advisers, LP 0.13% Add +524.4% 790,500 $58.0M
Summitry LLC 2.98% Add +4.7% 785,089 $57.6M
Two Sigma Investments, LP 0.14% Add +236.9% 777,744 $57.0M
Citadel Advisors 0.06% Add +305.9% 771,886 $56.6M
Ariel Investments 0.56% Add +8.7% 710,003 $52.1M
Makaira Partners LLC 6.71% Reduce -39.9% 705,214 $51.7M
Wells Fargo & Company 0.01% Reduce -4.3% 695,409 $51.0M
Ameriprise Financial Inc. 0.01% Reduce -18.9% 691,754 $50.7M
Broad Run Investment Management, LLC 6.88% Reduce -3.3% 685,229 $50.3M
Squarepoint Ops LLC 0.18% Add +522.2% 647,931 $47.5M
Kiltearn Partners LLP 5.63% Reduce -13.5% 633,000 $46.4M
Blair William & Co. 0.14% Reduce -21.4% 618,937 $45.4M
Check Capital Management Inc. 3.31% Add +0.7% 616,663 $45.2M
Man Group plc 0.12% Add +66.6% 590,565 $43.3M
Epoch Investment Partners, Inc. 0.19% Reduce -3.0% 578,557 $42.4M
Fenimore Asset Management Inc 0.92% Reduce -1.9% 571,329 $41.9M
Silver Heights Capital Management Inc 17.61% Add +23.6% 568,909 $41.7M
Natixis Advisors, LLC 0.09% Add +110.0% 563,608 $41.3M
JPMorgan Chase & Co. 0.00% Add +20.3% 540,078 $39.6M
Connor, Clark & Lunn Investment Management Ltd. 0.16% Reduce -26.0% 527,924 $38.7M
AQR Capital Management 0.06% Add +212.8% 488,836 $35.9M
Deutsche Bank AG 0.02% Add +4.7% 484,250 $35.5M
Nuveen Asset Management, LLC 0.01% Reduce -9.0% 471,274 $34.6M
Rings Capital Management LLC 18.03% Add +2.2% 470,000 $34.5M
Swiss National Bank 0.02% Reduce -1.5% 466,000 $34.2M
MIG Capital, LLC 4.53% New 463,225 $34.0M
Vancity Investment Management Ltd 2.08% Add +94.6% 466,821 $32.8M
Schwerin Boyle Capital Management Inc. 3.42% No change 445,105 $32.6M
Nexus Investment Management ULC 2.88% Add +6.6% 374,125 $27.4M
Barclays PLC 0.01% Reduce -15.9% 357,672 $26.2M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -7.9% 340,463 $25.0M
MML Investors Services, LLC 0.10% Add +0.9% 335,136 $24.6M
Aureus Asset Management, LLC 1.66% Add +23.9% 323,866 $23.8M
Bank of Montreal 0.01% Add +0.3% 314,397 $23.2M
Neuberger Berman Group LLC 0.02% Reduce -13.7% 313,517 $23.0M
Eubel Brady & Suttman Asset Management Inc. 3.69% Reduce -4.0% 313,180 $23.0M
Rhumbline Advisers 0.02% Reduce -6.1% 301,938 $22.1M
Oppenheimer & Co. Inc. 0.34% Reduce -0.1% 289,450 $21.2M
Fairview Capital Investment Management, LLC 1.17% Add +5.4% 284,647 $20.9M
UBS Group AG 0.01% Add +84.0% 284,602 $20.9M
Ninety One UK Ltd 0.06% Reduce -6.6% 280,163 $20.5M
Courant Investment Management LLC 17.04% No change 247,520 $18.2M
California State Teachers Retirement System 0.02% Reduce -2.2% 243,899 $17.9M
BNP Paribas Financial Markets 0.02% Add +30.5% 242,268 $17.8M
Raymond James & Associates 0.01% Reduce -22.4% 238,370 $17.5M
Stifel Financial Corp. 0.02% Reduce -3.9% 236,963 $17.4M
Avenir Corp. 1.68% Reduce -2.7% 236,405 $17.3M
Azora Capital LP 0.99% New 236,063 $17.3M
TD Asset Management Inc 0.02% Reduce -0.1% 235,481 $17.3M
Manufacturers Life Insurance Company, The 0.02% Add +0.5% 234,564 $17.2M
Raymond James Financial Services Advisors, Inc. 0.02% Add +13.1% 233,866 $17.2M
Barr E S & Co. 1.12% Reduce -1.3% 232,227 $17.0M
Amundi 0.01% Add +3.5% 223,632 $16.3M
T. Rowe Price Associates Inc. 0.00% Add +0.8% 219,293 $16.1M
HSBC Holdings PLC 0.01% Add +17.7% 210,889 $15.5M
Verition Fund Management LLC 0.13% Add +340.2% 210,252 $15.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +16.9% 208,551 $15.3M
California Public Employees Retirement System 0.01% Reduce -4.1% 206,076 $15.1M
Old National Bancorp 0.36% Reduce -2.8% 205,969 $15.1M
Clifford Swan Investment Counsel LLC 0.56% Reduce -2.5% 202,682 $14.9M
Mitsubishi UFJ Trust & Banking Corp 0.03% Add +127.2% 186,656 $13.7M
Alliancebernstein L.P. 0.00% Reduce -3.9% 182,721 $13.4M
CANADA LIFE ASSURANCE Co 0.02% Add +4.3% 174,391 $12.8M
Baillie Gifford & Co. 0.01% Add +25.7% 173,390 $12.7M
Trexquant Investment LP 0.19% Add +802.9% 172,572 $12.7M
Wedge Capital Management L L P 0.22% Add +36.0% 165,763 $12.2M
Heartland Advisors Inc. 0.67% Reduce -6.3% 163,809 $12.0M
Hutchinson Capital Management 2.40% Reduce -0.2% 159,843 $11.7M
State Board of Administration of Florida Retirement System 0.02% Reduce -14.6% 159,211 $11.7M
Gagnon Securities LLC 2.62% Add +1.4% 158,506 $11.6M
First Manhattan Co. Llc. 0.04% Add +14.6% 152,212 $11.2M
LPL Financial LLC 0.01% Reduce -3.8% 151,771 $11.1M
GMO 0.04% Reduce -7.6% 151,274 $11.1M
Needham Investment Management LLC 0.91% Add +14.2% 151,000 $11.1M
New York State Teachers Retirement System 0.02% Reduce -5.0% 151,001 $11.1M
Mount Capital Ltd 4.39% New 149,300 $10.9M
MassMutual Private Wealth & Trust, FSB 0.33% Add +7.2% 148,083 $10.9M
Confluence Investment Management LLC 0.16% Add +1.0% 147,804 $10.8M
Citigroup Inc. 0.01% Add +54.2% 145,710 $10.7M
Nixon Capital, LLC 4.77% Add +2.8% 142,516 $10.5M
Cetera Investment Advisers 0.02% Add +12.3% 141,266 $10.4M
Prudential Financial Inc. 0.02% Add +3.2% 137,738 $10.1M
Markel Group 0.10% Add +10.5% 136,500 $10.0M
Hantz Financial Services, Inc. 0.19% Add +0.2% 135,354 $9.9M
Eldred Rock Partners, LLC 4.12% Add +4.2% 134,348 $9.9M
Banyan Capital Management, Inc. 5.83% Add +1.3% 131,691 $9.7M
Marathon Asset Management Ltd 0.29% Reduce -6.3% 125,892 $9.2M
Biglari Capital Corp. 1.40% Reduce -28.5% 125,420 $9.2M
Fuller & Thaler Asset Management, Inc. 0.04% Reduce -0.2% 123,296 $9.0M
Handelsbanken Fonder AB 0.04% Reduce -20.4% 122,134 $9.0M
Aquatic Capital Management LLC 0.33% Add +209.1% 122,100 $9.0M
Trajan Wealth LLC 0.57% Add +4.2% 121,235 $8.9M
Sei Investments Co. 0.01% Add +166.8% 119,278 $8.7M
Founders Capital Management, LLC 1.56% Reduce -5.7% 117,086 $8.6M
Hillman Capital Management, Inc. 2.97% Reduce -0.3% 114,684 $8.4M
Leith Wheeler Investment Counsel Ltd. 0.72% Add +0.8% 114,460 $8.4M
Holocene Advisors, LP 0.03% Reduce -96.8% 112,699 $8.3M
Nicholas Company, Inc. 0.14% Reduce -0.1% 112,300 $8.2M
First Trust Advisors LP 0.01% Add +1.4% 111,509 $8.2M
Millennium Management 0.01% Add +59.4% 110,945 $8.1M
AMF Tjanstepension AB 0.06% New 105,487 $7.7M
Gotham Asset Management 0.10% Add +39.1% 104,267 $7.6M
Jane Street Group, LLC 0.01% Add +47.2% 102,856 $7.5M
WS Management LLLP 0.69% No change 100,000 $7.3M
Cannell & Spears LLC 0.15% Reduce -2.4% 96,172 $7.1M
EVR Research LP 1.97% New 90,000 $6.6M
New York State Common Retirement Fund 0.01% Add +0.3% 88,320 $6.5M
State of Wisconsin Investment Board 0.02% Reduce -1.0% 85,959 $6.3M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -3.5% 85,943 $6.3M
ExodusPoint Capital Management, LP 0.07% New 85,945 $6.3M
Pictet Asset Management Holding SA 0.01% Add +1.0% 84,917 $6.2M
PNC Financial Services Group, Inc. 0.00% Add +1.1% 84,266 $6.2M
Nisa Investment Advisors, LLC 0.04% Reduce -0.8% 82,648 $6.1M
Live Oak Private Wealth LLC 1.01% Add +0.5% 80,019 $5.9M
Long Road Investment Counsel, LLC 2.46% No change 77,200 $5.7M
Blueshift Asset Management, LLC 1.87% Add +623.9% 75,874 $5.6M
Kestra Advisory Services, LLC 0.03% Add +1662.8% 75,802 $5.6M
Truist Financial Corp. 0.01% Add +1.3% 74,647 $5.5M
National Philanthropic Trust 0.10% Reduce -0.6% 72,555 $5.3M
Voya Investment Management LLC 0.01% Add +23.0% 72,442 $5.3M
ProVise Management Group, LLC 0.45% Add +4.6% 71,315 $5.2M
Sib LLC 2.76% Reduce -1.9% 70,546 $5.2M
Treasurer of the State of North Carolina 0.02% Reduce -3.0% 70,335 $5.2M
Principal Securities, Inc. 0.14% Add +15.9% 70,077 $5.1M
Brandywine Global Investment Management, LLC 0.04% Add +3.0% 68,747 $5.0M
Harvey Investment Co. LLC 0.59% Add +10.8% 67,463 $4.9M
Van Eck Associates Corp. 0.01% Add +18.6% 66,208 $4.9M
Captrust Financial Advisors 0.01% Add +1.3% 63,413 $4.7M
Osaic Holdings, Inc. 0.01% Add +20.0% 63,347 $4.6M
Pathstone Holdings, LLC 0.02% Add +29.4% 63,188 $4.6M
Royal London Asset Management Ltd. 0.01% Add +1.6% 62,843 $4.6M
Mn Services Vermogensbeheer B.V. 0.03% Reduce -2.5% 62,300 $4.6M
Gabelli Funds LLC 0.03% Add +4.6% 61,700 $4.5M
State of New Jersey Common Pension Fund D 0.02% Reduce -32.4% 61,066 $4.5M
Danske Bank A/S 0.02% Reduce -5.9% 60,564 $4.4M
Public Employees Retirement System of Ohio 0.02% Reduce -0.9% 59,940 $4.4M
FMR LLC 0.00% Add +15.4% 59,429 $4.4M
Asset Management One Co., Ltd. 0.02% Add +2.8% 59,115 $4.3M
Inlet Private Wealth, LLC 1.18% Reduce -1.0% 58,630 $4.3M
Ensign Peak Advisors, Inc 0.01% Add +6.7% 57,933 $4.2M
Two Sigma Securities, LLC 0.20% Add +18.9% 57,783 $4.2M
Timber Creek Capital Management LLC 1.28% Add +3.5% 57,626 $4.2M
Steward Partners Investment Advisory, LLC 0.04% Add +22.8% 57,423 $4.2M
Elgethun Capital Management 1.06% Reduce -3.9% 57,159 $4.2M
Alpha Omega Wealth Management LLC 0.80% Reduce -1.9% 57,115 $4.2M
BlueDrive Global Investors LLP 4.75% Add +13.1% 56,750 $4.2M
Redmond Asset Management, LLC 1.33% Reduce -3.3% 54,950 $4.0M
King Luther Capital Management Corp. 0.02% Reduce -3.3% 54,391 $4.0M
Jump Financial, LLC 0.08% Add +747.6% 52,240 $3.8M
Victory Capital Management Inc. 0.00% Add +0.1% 52,006 $3.8M
Asset Management Advisors, LLC 2.91% Add +1.1% 51,938 $3.8M
Amalgamated Bank 0.03% Reduce -5.9% 51,266 $3.8M
Vision Capital Management, Inc. 0.55% Reduce -0.8% 50,455 $3.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.04% Add +8.7% 48,973 $3.6M
Resona Asset Management Co.,Ltd. 0.02% Reduce -8.9% 48,934 $3.6M
Walleye Trading LLC 0.07% Add +253.4% 48,591 $3.6M
Atria Investments, Inc 0.05% Add +17.6% 48,483 $3.6M
Rockefeller Capital Management L.P. 0.01% Add +177.5% 47,253 $3.5M
United Capital Financial Advisors, LLC 0.03% Reduce -18.1% 46,361 $3.4M
State of Tennessee, Department of Treasury 0.01% Reduce -3.7% 46,188 $3.4M
True North Advisors, LLC 0.90% Add +53.8% 46,087 $3.4M
Ascent Group, LLC 0.27% Add +4.9% 45,979 $3.4M
Nomura Asset Management Co. Ltd. 0.01% Add +0.9% 45,875 $3.4M
Toronto Dominion Bank 0.01% Reduce -2.6% 45,773 $3.4M
WCG Wealth Advisors LLC 0.24% Add +14.8% 44,508 $3.3M
National Bank of Canada 0.01% Add +21.7% 45,383 $3.2M
Maverick Capital 0.06% Add +8.5% 43,607 $3.2M
Brasada Capital Management, LP 0.56% Reduce -0.8% 39,904 $3.2M
New York Life Investment Management LLC 0.03% Add +4.6% 43,316 $3.2M
English Capital Management LLC 2.66% No change 43,301 $3.2M
Arizona State Retirement System 0.02% Reduce -0.5% 43,234 $3.2M
State of Michigan Retirement System 0.02% Reduce -0.2% 43,148 $3.2M
MetLife Investment Management, LLC 0.02% Add +13.8% 42,483 $3.1M
Prescott Group Capital Management, L.L.C. 0.47% No change 41,000 $3.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +53.4% 40,874 $3.0M
Corebridge Financial, Inc. 0.02% — 40,346 $3.0M
Bard Financial Services, Inc. 0.31% Add +2.8% 40,310 $3.0M
Susquehanna International Group, LLP 0.01% Reduce -37.7% 39,879 $2.9M
WCM Investment Management, LLC 0.01% Add +0.1% 39,108 $2.9M
Semmax Financial Advisors Inc. 0.84% Add +23.0% 36,331 $2.8M
Orion Porfolio Solutions, LLC 0.03% Reduce -2.0% 37,252 $2.7M
Orion Portfolio Solutions, LLC 0.03% Reduce -2.0% 37,252 $2.7M
Cibc World Markets Corp. 0.02% Add +129.4% 36,368 $2.7M
Regions Financial Corp. 0.02% Reduce -0.9% 35,506 $2.6M
Aberdeen Group plc 0.01% Reduce -46.5% 35,422 $2.6M
Retirement Systems of Alabama 0.01% Reduce -0.4% 34,717 $2.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Reduce -0.3% 34,570 $2.5M
DekaBank Deutsche Girozentrale 0.00% Add +11.2% 34,520 $2.5M
Montag A & Associates Inc. 0.13% Reduce -27.4% 33,907 $2.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 33,422 $2.5M
Sheets Smith Wealth Management 0.29% No change 33,200 $2.4M
Gilman Hill Asset Management, LLC 0.43% Add +1.0% 32,627 $2.4M
Korea Investment CORP 0.01% Add +20.9% 32,415 $2.4M
Graybill Wealth Management, LTD. 0.96% Add +1.1% 32,357 $2.4M
Skandinaviska Enskilda Banken AB (publ) 0.01% No change 31,784 $2.3M
Comerica Bank 0.01% Reduce -38.6% 31,559 $2.3M
Argent Trust Co 0.10% Add +22.3% 31,509 $2.3M
M&T Bank Corp 0.01% Reduce -15.6% 31,416 $2.3M
US Bancorp \de 0.00% Add +23.6% 30,946 $2.3M
Forsta Ap-Fonden 0.02% Reduce -9.7% 30,900 $2.3M
First Trust Investment Solutions L.P. 0.31% Add +2.5% 30,161 $2.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +60.2% 30,143 $2.2M
Czech National Bank 0.03% Add +8.0% 29,992 $2.2M
NewEdge Advisors, LLC 0.02% Add +0.7% 29,877 $2.2M
Voya Financial Advisors, Inc. 0.25% Add +26.6% 29,663 $2.2M
IFM Investors Pty Ltd 0.02% Reduce -3.1% 29,575 $2.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +29.3% 29,383 $2.2M
Janney Montgomery Scott LLC 0.01% Add +5.2% 28,886 $2.1M
Unique Wealth Strategies, LLC 0.98% No change 24,128 $2.1M
Assenagon Asset Management S.A. 0.01% Add +292.4% 28,539 $2.1M
Hollow Brook Wealth Management LLC 0.69% No change 27,754 $2.0M
Townsquare Capital LLC 0.03% Add +30.8% 27,525 $2.0M
Tilia Fiduciary Partners, Inc. 1.57% Add +10.6% 27,316 $2.0M
DNB Asset Management AS 0.01% Add +20.7% 26,838 $2.0M
Birch Hill Investment Advisors LLC 0.09% Add +10.0% 26,019 $1.9M
Tower Research Capital LLC (TRC) 0.03% Add +108.8% 25,996 $1.9M
Utah Retirement Systems 0.02% Reduce -5.1% 25,909 $1.9M
HRT Financial LP 0.01% Add +37.6% 25,763 $1.9M
SG Americas Securities, LLC 0.01% Add +12.2% 25,742 $1.9M
CIBC Private Wealth Group LLC 0.00% Reduce -13.5% 25,787 $1.9M
Daiwa Securities Group Inc. 0.01% Add +3.7% 25,165 $1.8M
HF Advisory Group, LLC 0.94% Add +72.1% 24,832 $1.8M
Tredje AP-fonden 0.02% Reduce -1.5% 24,828 $1.8M
Savant Capital, LLC 0.02% Add +311.9% 24,621 $1.8M
Biglari, Sardar 6.11% No change 24,600 $1.8M
Credit Agricole S A 0.01% Add +151.7% 24,428 $1.8M
Xponance LLC 0.02% Reduce -3.7% 24,403 $1.8M
Centerstone Investors, LLC 1.48% Reduce -2.3% 24,189 $1.8M
Rafferty Asset Management, LLC 0.01% Reduce -2.5% 24,108 $1.8M
Lakewood Asset Management LLC 1.22% Add +1.1% 23,941 $1.8M
Patriot Financial Group Insurance Agency, LLC 0.26% Add +18.5% 23,728 $1.7M
Investment Research & Advisory Group, Inc. 0.76% Add +4.1% 23,499 $1.7M
Russell Investments Group, Ltd. 0.00% Reduce -13.4% 23,489 $1.7M
KBC Group NV 0.01% Reduce -65.9% 23,232 $1.7M
Yousif Capital Management, LLC 0.02% Reduce -1.8% 22,832 $1.7M
Walleye Capital LLC 0.02% Add +33.0% 22,512 $1.7M
Logan Capital Management Inc. 0.07% Reduce -1.4% 21,870 $1.6M
Drucker Wealth 3.0, LLC 0.42% — 21,650 $1.6M
Twin City Private Wealth, LLC 1.50% Add +42.5% 21,648 $1.6M
ProShare Advisors LLC 0.00% Add +7.2% 21,499 $1.6M
Envestnet Portfolio Solutions, Inc. 0.01% Add +3.0% 21,367 $1.6M
CIBC Asset Management Inc 0.01% Reduce -5.2% 21,251 $1.6M
UniSuper Management Pty Ltd 0.01% Add +61.5% 21,127 $1.5M
Borer Denton & Associates, Inc. 0.55% Reduce -22.5% 20,548 $1.5M
Geneos Wealth Management Inc. 0.07% Add +11.5% 20,525 $1.5M
Cresset Asset Management, LLC 0.01% Add +137.1% 20,486 $1.5M
Oakview Capital Management, L.P. 4.70% Reduce -77.0% 20,373 $1.5M
Eisler Capital (US) LLC 0.28% New 20,299 $1.5M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 0.02% — 20,200 $1.5M
Waycross Partners, LLC 0.23% No change 20,000 $1.5M
Mutual of America Capital Management LLC 0.02% Reduce -4.1% 19,862 $1.5M
Maia Wealth LLC 0.44% — 17,700 $1.5M
Bank of Nova Scotia 0.00% Reduce -13.0% 19,494 $1.4M
Allianz Asset Management GmbH 0.00% Reduce -4.8% 18,974 $1.4M
Commonwealth Equity Services, LLC 0.00% Reduce -7.0% 18,919 $1.4M
Kornitzer Capital Management Inc. 0.03% No change 18,600 $1.4M
Nissay Asset Management Corp. /Japan 0.01% Add +2.0% 18,580 $1.4M
Osborne Partners Capital Management, LLC 0.08% No change 17,975 $1.3M
Mariner, LLC 0.00% Reduce -12.1% 17,970 $1.3M
Franklin Resources Inc. 0.00% Reduce -70.8% 17,853 $1.3M
Bayesian Capital Management, LP 0.15% Add +18.7% 17,785 $1.3M
Cwm, LLC 0.01% Add +69.6% 17,776 $1.3M
Private Advisor Group, LLC 0.01% Reduce -15.7% 17,733 $1.3M
APG Asset Management N.V. 0.00% Add +217.7% 18,387 $1.3M
State of Alaska, Department of Revenue 0.01% No change 17,137 $1.3M
Storebrand Asset Management As 0.00% Reduce -42.6% 17,103 $1.3M
Elevation Point Wealth Partners, LLC 0.10% Reduce -1.3% 17,051 $1.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +1.1% 17,006 $1.2M
Professional Financial Advisors, LLC 0.34% Add +3.4% 16,978 $1.2M
Cerity Partners LLC 0.00% Add +19.7% 16,825 $1.2M
Baron Capital (BAMCO) 0.00% No change 16,767 $1.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +73.5% 16,473 $1.2M
Buttonwood Financial Advisors Inc. 0.57% Reduce -3.7% 16,470 $1.2M
Salvus Wealth Management, LLC 0.83% Reduce -61.3% 16,448 $1.2M
Wealthfront Advisers LLC 0.00% Add +9.6% 16,425 $1.2M
Hyperion Capital Advisors LP 0.56% Reduce -6.5% 16,327 $1.2M
Premier Path Wealth Partners, LLC 0.20% Add +9.2% 16,291 $1.2M
Public Employees Retirement Association of Colorado 0.01% Reduce -5.4% 16,217 $1.2M
Swedbank AB 0.00% No change 16,146 $1.2M
Waverly Advisors, LLC 0.02% Add +50.1% 16,053 $1.2M
Procyon Advisors, LLC 0.09% Add +6.9% 15,966 $1.2M
Bessemer Group Inc. 0.00% Reduce -6.4% 15,495 $1.1M
Pinnacle Financial Partners Inc 0.02% No change 12,941 $1.1M
Cape Investment Advisory, Inc. 0.51% Add +24.1% 15,336 $1.1M
Realta Investment Advisors 0.22% Add +5.9% 15,112 $1.1M
D.A. Davidson & Co. 0.01% Add +26.5% 15,055 $1.1M
Park Avenue Securities LLC 0.01% Add +4.4% 14,775 $1.1M
Dakota Wealth Management 0.03% Add +0.7% 14,680 $1.1M
Penserra Capital Management LLC 0.01% Add +1832.5% 14,107 $1.0M
Beacon Pointe Advisors, LLC 0.01% Reduce -12.8% 14,012 $1.0M
Global Retirement Partners, LLC 0.03% Add +30.9% 13,980 $1.0M
Focus Partners Wealth 0.00% Add +98.4% 13,914 $1.0M
Capstone Investment Advisors, LLC 0.05% Add +148.8% 13,833 $1.0M
Quantbot Technologies LP 0.05% New 13,761 $1.0M
Guggenheim Capital LLC 0.01% Reduce -18.4% 13,573 $995K
Nordea Investment Management AB 0.00% No change 13,378 $993K
Oregon Public Employees Retirement Fund 0.02% No change 13,504 $990K
Triangle Securities Wealth Management 0.27% New 13,250 $972K
Sabal Trust CO 0.06% Reduce -0.6% 13,121 $962K
Gulf International Bank (UK) Ltd 0.02% No change 13,127 $962K
OneDigital Investment Advisors LLC 0.01% Add +31.2% 13,115 $962K
Creative Planning 0.00% Reduce -0.4% 13,067 $958K
Intrinsic Value Partners, LLC 1.00% Reduce -1.7% 13,015 $955K
Teachers Retirement System of the State of Kentucky 0.01% No change 12,917 $948K
Wellington Shields & Co., LLC 0.31% Add +0.3% 12,836 $941K
Auxano Advisors, LLC 0.26% Add +0.2% 12,670 $929K
Mizuho Securities USA LLC 0.02% New 12,132 $890K
Clearstead Advisors, LLC 0.02% Add +153.3% 12,109 $888K
PEAK6 Investments LLC 0.04% New 12,069 $885K
Maryland State Retirement & Pension System 0.02% No change 12,056 $884K
Chemistry Wealth Management LLC 0.23% Add +11.8% 12,054 $884K
Summit Trail Advisors, LLC 0.02% Add +52.4% 11,945 $876K
Foundations Investment Advisors, LLC 0.02% Add +16.7% 11,882 $871K
Kentucky Retirement Systems 0.03% Reduce -1.1% 11,860 $870K
Numerai GP LLC 0.31% Add +202.5% 11,632 $853K
Bridges Investment Management Inc. 0.01% New 11,590 $850K
Copperleaf Capital, LLC 0.67% Add +2.5% 11,495 $843K
Portman Square Capital LLP 0.65% New 11,400 $836K
D. E. Shaw & Co. 0.00% New 11,400 $836K
Pacer Advisors, Inc. 0.00% Reduce -16.4% 11,268 $826K
Carmel Capital Partners, LLC 0.35% Add +13.2% 11,259 $826K
Elo Mutual Pension Insurance Co 0.02% Reduce -5.6% 11,259 $826K
Sanctuary Advisors, LLC 0.01% — 11,690 $814K
Keystone Financial Services 0.34% Add +11.2% 11,031 $809K
Atria Wealth Solutions, Inc. 0.01% Add +52.5% 10,734 $787K
MBB Public Markets I LLC 0.02% Add +237.3% 10,695 $784K
Panagora Asset Management Inc. 0.00% Reduce -28.4% 10,658 $782K
TCV Trust & Wealth Management, Inc. 0.07% Reduce -0.7% 10,511 $771K
Mercer Global Advisors Inc. 0.00% Reduce -3.6% 10,434 $765K
Sompo Asset Management Co., Ltd. 0.13% Add +20.3% 10,432 $765K
Candriam S.C.A. 0.00% Reduce -93.2% 10,349 $759K
FSB Premier Wealth Management, Inc. 0.34% Add +89.5% 10,265 $753K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +39.9% 10,252 $752K
Avantax Advisory Services, Inc. 0.01% New 10,092 $740K
Hartford Investment Management Co. 0.03% Reduce -1.6% 10,044 $737K
RBF Capital, LLC 0.04% Reduce -50.0% 10,000 $733K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -68.3% 9,993 $733K
Wealth Enhancement Advisory Services, LLC 0.00% Add +16.7% 9,978 $732K
Cibc World Market Inc. 0.00% Reduce -17.0% 9,846 $722K
Avior Wealth Management, LLC 0.03% Reduce -13.1% 9,842 $722K
Verdence Capital Advisors LLC 0.06% Reduce -10.2% 9,771 $717K
Schroder Investment Management Group 0.00% Add +12.0% 9,496 $696K
Ethic Inc. 0.02% Reduce -19.4% 9,485 $696K
Tranquilli Financial Advisor LLC 0.47% Add +6.4% 9,762 $695K
Aviva PLC 0.00% Add +57.4% 9,432 $692K
Vanguard Personalized Indexing Management, LLC 0.01% Add +49.9% 9,480 $681K
Compass Wealth Management LLC 0.16% Reduce -18.0% 9,100 $667K
Federation des caisses Desjardins du Quebec 0.00% Add +2.9% 9,015 $661K
Fifth Third Bancorp 0.00% Add +2.0% 9,008 $661K
nVerses Capital, LLC 0.39% New 9,000 $660K
Securian Asset Management, Inc. 0.02% Reduce -3.4% 8,980 $659K
Louisiana State Employees Retirement System 0.01% Reduce -3.3% 8,900 $653K
Kanawha Capital Management LLC 0.05% Add +39.1% 8,545 $627K
Stratos Wealth Advisors, LLC 0.03% Add +99.0% 8,458 $620K
HighTower Advisors, LLC 0.00% Reduce -1.1% 8,396 $618K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -26.6% 8,425 $618K
One Wealth Map LLC 0.38% Add +33.3% 7,595 $614K
Icon Wealth Advisors, LLC 0.05% Add +37.9% 7,207 $609K
Choreo, LLC 0.01% Add +195.5% 8,510 $606K
Ieq Capital, LLC 0.01% Add +66.5% 8,251 $605K
Equitable Trust Co. 0.04% Add +4.4% 8,157 $598K
WINTON GROUP Ltd 0.04% Reduce -45.8% 8,032 $589K
Occudo Quantitative Strategies LP 0.10% New 8,021 $588K
Keybank National Association 0.00% Add +2.3% 8,008 $587K
Heritage Wealth Advisors 0.03% Reduce -0.0% 7,979 $585K
New Mexico Educational Retirement Board 0.02% No change 7,980 $585K
Raymond James Trust N.A. 0.01% Reduce -1.0% 7,959 $584K
Wedbush Securities Inc. 0.02% Add +7.2% 7,916 $581K
Mgo One Seven LLC 0.03% Add +7.6% 7,893 $579K
United Community Bank 0.23% Add +16.1% 7,874 $577K
Allspring Global Investments Holdings, LLC 0.00% Reduce -5.7% 7,855 $576K
Crossmark Global Holdings, Inc. 0.01% Reduce -0.9% 7,706 $565K
Glenmede Trust Co. NA 0.00% Add +7.0% 7,697 $564K
Bridgefront Capital, LLC 0.23% Add +216.8% 7,597 $557K
&partners 0.02% Add +197.4% 7,525 $552K
Chicago Partners Investment Group LLC 0.02% Reduce -1.1% 6,414 $541K
Riverwater Partners LLC 0.40% No change 7,356 $539K
Tocqueville Asset Management L.P. 0.01% No change 7,352 $539K
Advisory Services Network, LLC 0.01% Reduce -37.7% 7,322 $537K
Praxis Investment Management Inc. 0.04% No change 7,850 $534K
Stonehage Fleming Financial Services Holdings Ltd 0.01% Reduce -29.0% 7,108 $521K
Landscape Capital Management, L.L.C. 0.04% Reduce -91.3% 7,068 $518K
Oppenheimer Asset Management Inc. 0.01% Add +8.6% 6,938 $509K
Centaurus Financial, Inc. 0.03% Add +49.9% 6,861 $503K
Snowden Capital Advisors LLC 0.01% Add +2.5% 6,814 $500K
Banque Cantonale Vaudoise 0.02% New 6,756 $495K
Verus Financial Partners, Inc. 0.06% No change 6,733 $494K
Arax Advisory Partners 0.05% Add +6.7% 6,728 $493K
Rakuten Investment Management, Inc. 0.00% Add +57.8% 6,702 $491K
Thrivent Financial for Lutherans 0.00% Reduce -1.3% 6,646 $487K
Gilbert & Cook, Inc. 0.07% Reduce -11.2% 6,609 $485K
1834 Investment Advisors Co. 0.06% Add +31.1% 6,573 $482K
TD Private Client Wealth LLC 0.01% Reduce -2.3% 6,378 $468K
Northwestern Mutual Wealth Management Co. 0.00% Add +2.3% 6,220 $456K
Intech Investment Management LLC 0.01% Add +5.4% 6,210 $455K
Cypress Capital Group 0.05% No change 6,200 $455K
Macquarie Group Ltd. 0.00% Reduce -3.5% 6,195 $454K
Hardy Reed LLC 0.04% Add +66.1% 6,093 $447K
Mackenzie Financial Corp. 0.00% Reduce -2.6% 6,084 $446K
Personal Cfo Solutions, LLC 0.07% Reduce -6.2% 6,052 $444K
Prudential PLC 0.00% New 6,052 $444K
Integrated Advisors Network LLC 0.02% Add +20.7% 6,033 $442K
CHICAGO TRUST Co NA 0.09% Reduce -11.4% 6,010 $441K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +5.0% 6,009 $441K
NJ State Employees Deferred Compensation Plan 0.05% No change 6,000 $440K
Chicago Capital, LLC 0.01% New 5,995 $440K
Public Sector Pension Investment Board 0.00% Add +65.7% 5,953 $437K
E. Ohman J:or Asset Management AB 0.01% No change 5,900 $433K
Bokf, NA 0.01% No change 5,900 $433K
EntryPoint Capital, LLC 0.20% New 5,897 $432K
HB Wealth Management, LLC 0.00% Add +27.5% 5,651 $414K
Hills Bank & Trust Co 0.03% Reduce -3.6% 5,602 $411K
Lountzis Asset Management, LLC 0.19% No change 5,597 $410K
Resonant Capital Advisors, LLC 0.03% Add +10.3% 5,573 $409K
Annis Gardner Whiting Capital Advisors, LLC 0.12% Add +6929.1% 5,553 $407K
Norinchukin Bank, The 0.01% Add +2.5% 5,549 $407K
Manchester Capital Management LLC 0.05% Add +0.1% 5,515 $404K
OMERS ADMINISTRATION Corp 0.00% New 5,493 $403K
Compass Ion Advisors, LLC 0.06% No change 4,605 $401K
Empirical Finance, LLC 0.02% Reduce -7.2% 5,423 $398K
Tidal Investments LLC 0.01% Add +22.6% 5,384 $395K
AE Wealth Management LLC 0.00% Add +16.7% 5,273 $387K
LifePlan Financial, LLC 0.34% Reduce -39.6% 5,101 $374K
Exchange Traded Concepts, LLC 0.01% Add +25.2% 5,094 $374K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Reduce -2.6% 5,076 $372K
O'shaughnessy Asset Management, LLC 0.00% Add +32.4% 5,067 $372K
Ossiam 0.01% Add +9.8% 5,036 $369K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.0% 5,009 $367K
Capstone Financial Advisors, Inc. 0.02% No change 5,000 $367K
Metis Global Partners, LLC 0.01% Reduce -1.2% 4,989 $366K
Lawson Kroeker Investment Management Inc. 0.07% Reduce -9.5% 4,952 $363K
Aigen Investment Management, LP 0.07% New 4,840 $355K
MAI Capital Management 0.00% New 4,771 $350K
Berkshire Asset Management LLC 0.02% Add +76.9% 4,740 $348K
V-Square Quantitative Management LLC 0.06% Add +15.4% 4,738 $347K
Brookstone Capital Management 0.01% Add +17.4% 4,069 $337K
Thompson Siegel & Walmsley LLC 0.01% No change 4,587 $336K
DoubleLine ETF Adviser LP 0.09% New 4,580 $336K
Taylor Hoffman Wealth Management 0.14% Reduce -3.0% 4,703 $335K
Regatta Capital Group, LLC 0.07% Add +18.8% 4,494 $330K
TAGStone Capital, Inc. 0.18% No change 4,357 $320K
Lake Street Advisors Group, LLC 0.02% New 4,305 $316K
BBR Partners, LLC 0.03% No change 4,268 $313K
Aviso Financial Inc. 0.02% — 4,169 $306K
Wealthspire Advisors, LLC 0.00% Reduce -1.1% 4,156 $305K
Commerce Bank 0.00% Add +9.1% 4,108 $301K
Leonard Rickey Investment Advisors P.L.L.C. 0.07% Add +8.4% 4,103 $301K
Marietta Wealth Management, LLC 0.05% No change 4,100 $301K
NEOS Investment Management LLC 0.01% Add +32.9% 4,025 $295K
Empower Advisory Group, LLC 0.00% Reduce -0.7% 3,949 $290K
Financial Advocates Investment Management 0.02% Add +2.3% 3,947 $289K
Franklin Street Advisors Inc. 0.02% No change 3,914 $287K
GeoWealth Management, LLC 0.01% New 3,906 $286K
Deerfield Management Company, L.P. 0.01% Add +61.2% 3,881 $285K
First Trust Direct Indexing L.P. 0.02% New 3,855 $283K
B. Metzler seel. Sohn & Co. AG 0.00% Add +4.3% 3,846 $282K
UMB Bank, n.a. 0.00% Add +2.2% 3,813 $280K
Swiss Life Asset Management Ltd 0.00% New 3,758 $276K
GAMMA Investing LLC 0.04% Add +72.0% 3,709 $272K
Group One Trading LLC 0.01% New 3,702 $272K
Jefferies Financial Group Inc. 0.01% New 3,671 $269K
Greenline Partners, LLC 0.04% New 3,769 $268K
Marks Group Wealth Management, Inc 0.03% Reduce -10.4% 3,610 $265K
Rathbones Group PLC 0.00% No change 3,600 $264K
Allegheny Financial Group 0.08% Add +4.1% 3,597 $264K
Segment Wealth Management, LLC 0.02% No change 3,589 $263K
Engineers Gate Manager LP 0.01% New 3,566 $262K
Virtue Capital Management, LLC 0.04% Add +16.2% 3,256 $261K
Edge Capital Group, LLC 0.01% No change 3,516 $258K
Client 1ST Advisory Group, LLC 0.11% Add +15.0% 3,510 $257K
Investment Management Corp of Ontario 0.01% Add +34.7% 3,493 $256K
Quantinno Capital Management LP 0.00% Add +16.6% 3,485 $256K
Marble Harbor Investment Counsel, LLC 0.03% No change 3,460 $254K
Kinloch Capital, LLC 0.13% No change 3,453 $253K
Nicolet Advisory Services, LLC 0.02% Reduce -3.5% 3,285 $253K
Cypress Wealth Services, LLC 0.06% Add +26.0% 3,423 $251K
Bryn Mawr Trust Advisors, LLC 0.01% No change 3,400 $249K
Forum Financial Management, LP 0.00% Reduce -0.2% 3,364 $247K
Venturi Wealth Management, LLC 0.01% New 3,301 $242K
Arete Wealth Advisors, LLC 0.02% New 3,297 $242K
Alliance Wealth Advisors, LLC 0.15% New 3,291 $241K
Summit Asset Management, LLC 0.03% No change 3,285 $241K
Mezzasalma Advisors, LLC 0.10% New 3,267 $240K
Milestone Asset Management, LLC 0.06% New 3,258 $239K
Vontobel Holding Ltd. 0.00% Add +3.4% 3,167 $232K
Pallas Capital Advisors LLC 0.01% New 2,779 $227K
Atlantic Union Bankshares Corp 0.01% Reduce -1.1% 3,096 $227K
Thoroughbred Financial Services, LLC 0.02% New 3,102 $227K
FineMark National Bank & Trust 0.01% Reduce -4.5% 3,090 $227K
Douglass Winthrop Advisors, LLC 0.00% No change 3,080 $226K
Leavell Investment Management, Inc. 0.01% New 3,062 $225K
Continuum Advisory, LLC 0.03% Add +13.9% 3,059 $224K
Teacher Retirement System of Texas 0.00% Reduce -23.7% 3,061 $224K
Glenview Trust Co 0.00% Reduce -7.3% 3,024 $222K
NorthRock Partners, LLC 0.01% New 3,007 $221K
Profund Advisors LLC 0.01% Reduce -17.7% 3,004 $220K
PARK CIRCLE Co 0.22% No change 3,000 $220K
Baker Tilly Wealth Management, LLC 0.09% Add +4.6% 2,959 $217K
Sheaff Brock Investment Advisors, LLC 0.02% Reduce -5.8% 2,916 $214K
Compound Planning, Inc. 0.02% New 2,832 $208K
Americana Partners, LLC 0.02% Add +10.3% 2,807 $206K
Klingman & Associates, LLC 0.01% No change 2,785 $204K
Apollon Wealth Management, LLC 0.01% New 2,769 $203K
Lowe Brockenbrough & Co. Inc. 0.01% No change 2,752 $202K
Torno Capital, LLC 0.02% New 2,500 $183K
Horizon Investments, LLC 0.01% Add +1.0% 2,446 $179K
Financial Management Professionals, Inc. 0.02% Reduce -0.7% 2,413 $177K
Jones Financial Companies LLLP 0.00% Add +669.0% 2,307 $169K
Paradigm Asset Management Co. LLC 0.04% Add +343.4% 2,195 $161K
Vestcor Inc 0.01% No change 2,151 $158K
Smithfield Trust Co 0.01% No change 2,104 $155K
Concourse Financial Group Securities, Inc. 0.01% Add +10.8% 2,029 $149K
Hilltop National Bank 0.05% Add +12.6% 1,969 $144K
Ostrum Asset Management 0.01% Reduce -7.3% 1,930 $142K
Mather Group, Llc. 0.00% Add +1.1% 1,606 $140K
Advisors Asset Management, Inc. 0.00% Reduce -78.0% 1,813 $133K
Clean Yield Group 0.05% Add +2.1% 1,802 $132K
Ameritas Investment Partners, Inc. 0.00% Reduce -6.2% 1,770 $130K
Huntington National Bank 0.00% Add +21.9% 1,746 $128K
Acadian Asset Management LLC 0.00% New 1,745 $127K
Brown Brothers Harriman & Co. 0.00% No change 1,693 $124K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 0.00% Reduce -96.2% 1,641 $120K
IFP Advisors, Inc 0.00% Add +15.9% 1,623 $119K
Peoples Bank 0.08% Add +10.0% 1,479 $108K
Front Row Advisors LLC 0.04% New 1,477 $108K
EverSource Wealth Advisors, LLC 0.01% Reduce -7.3% 1,281 $108K
SouthState Bank Corp 0.01% No change 1,417 $104K
Arcadia Investment Management Corp. 0.02% No change 1,400 $103K
Voisard Asset Management Group, Inc. 0.05% No change 1,380 $101K
Signaturefd, LLC 0.00% Add +7.3% 1,373 $101K
Cullen/Frost Bankers, Inc. 0.00% Add +8450.0% 1,368 $100K
Whittier Trust Co. 0.00% No change 1,119 $82K
First Financial Corp. 0.04% No change 1,045 $77K
Castleview Partners, LLC 0.04% Reduce -52.7% 1,016 $75K
Sunbelt Securities, Inc. 0.01% No change 1,000 $73K
WR Wealth Planners, LLC 0.02% No change 990 $73K
Quadrant Capital Group LLC 0.01% Reduce -0.7% 951 $70K
Strengthening Families & Communities, LLC 0.02% New 935 $69K
Spire Wealth Management 0.00% Reduce -32.7% 936 $69K
Andra AP-fonden 0.00% Reduce -84.8% 900 $66K
Main Street Group, LTD 0.03% No change 907 $65K
Harbor Investment Advisory, LLC 0.01% Reduce -4.5% 860 $63K
Bartlett & Co. Wealth Management LLC 0.00% No change 845 $62K
Hollencrest Capital Management 0.00% No change 752 $55K
Foster Dykema Cabot & Partners, LLC 0.00% New 750 $55K
Sentry Investment Management LLC 0.02% Reduce -17.0% 689 $51K
Lindbrook Capital, LLC 0.00% Reduce -0.5% 632 $46K
Blue Trust, Inc. 0.00% Add +134.1% 501 $44K
Parallel Advisors, LLC 0.00% Add +4.3% 587 $43K
Coppell Advisory Solutions LLC 0.01% — 553 $41K
Caitlin John, LLC 0.03% Reduce -8.4% 523 $38K
Studio Investment Management LLC 0.01% Add +176.7% 523 $38K
First Horizon Advisors, Inc. 0.00% Add +3.2% 521 $38K
Raffa Wealth Management, LLC 0.01% No change 506 $37K
Private Trust Co. NA 0.00% Reduce -5.6% 503 $37K
Sugarloaf Wealth Management, LLC 0.01% No change 500 $37K
PSI Advisors, LLC 0.01% Reduce -7.8% 471 $35K
Parkside Financial Bank & Trust 0.01% Add +1.5% 470 $34K
Clearstead Trust, LLC 0.01% Reduce -88.0% 470 $34K
Farther Finance Advisors, LLC 0.00% Add +65.4% 478 $34K
Avion Wealth 0.01% Add +3.1% 464 $34K
Blume Capital Management, Inc. 0.01% No change 435 $32K
Quarry LP 0.01% Add +78.6% 418 $31K
Allworth Financial LP 0.00% Add +10.3% 376 $30K
Salem Investment Counselors Inc. 0.00% No change 400 $29K
First Community Trust NA 0.02% New 394 $29K
Larson Financial Group LLC 0.00% No change 384 $28K
Capital Advisors, Ltd. LLC 0.00% Add +3.1% 363 $27K
Deseret Mutual Benefit Administrators 0.01% No change 359 $26K
Global X Japan Co., Ltd. 0.00% Reduce -18.8% 341 $25K
First Pacific Financial 0.01% No change 325 $24K
Zions Bancorporation, N.A. 0.00% No change 309 $23K
Caldwell Trust Co 0.00% No change 300 $22K
Sandy Spring Bank 0.00% No change 294 $22K
CI Investments Inc. 0.00% Reduce -6.1% 292 $21K
MV Capital Management, Inc. 0.00% Add +4.6% 273 $20K
Salomon & Ludwin, LLC 0.00% Reduce -49.4% 269 $20K
Meeder Asset Management Inc. 0.00% Reduce -74.3% 266 $20K
MCF Advisors LLC 0.00% Add +4.0% 263 $19K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 261 $19K
EnRich Financial Partners LLC 0.01% Reduce -6.8% 245 $18K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 239 $18K
Rothschild Investment LLC 0.00% Add +78.5% 232 $17K
Covestor Ltd 0.01% Add +40.7% 235 $17K
Carolinas Wealth Consulting LLC 0.00% Reduce -41.7% 231 $17K
Stephens Consulting, LLC 0.00% No change 210 $15K
Cromwell Holdings LLC 0.01% — 207 $15K
JFS Wealth Advisors, LLC 0.00% Add +127.8% 205 $15K
CENTRAL TRUST Co 0.00% Reduce -50.0% 200 $15K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 195 $14K
DHJJ Financial Advisors, Ltd. 0.01% No change 190 $14K
Evermay Wealth Management LLC 0.00% No change 186 $14K
MidAtlantic Capital Management, Inc. 0.01% No change 185 $14K
Smartleaf Asset Management LLC 0.00% Add +34.4% 176 $13K
TD Waterhouse Canada Inc. 0.00% Add +266.0% 172 $12K
Global Wealth Strategies & Associates 0.00% No change 159 $12K
GHP Investment Advisors, Inc. 0.00% New 148 $11K
Bogart Wealth, LLC 0.00% No change 145 $11K
Gradient Investments LLC 0.00% New 140 $10K
Private Wealth Management Group, LLC 0.00% No change 131 $10K
Lanark Financial, Inc. 0.00% No change 125 $9K
Opal Wealth Advisors, LLC 0.00% New 118 $9K
Grove Bank & Trust 0.00% No change 114 $8K
Harbour Investments, Inc. 0.00% No change 109 $8K
Farmers & Merchants Investments Inc. 0.00% No change 109 $8K
Bruce G. Allen Investments, LLC 0.01% Add +58.8% 108 $8K
Independence Bank of Kentucky 0.00% No change 104 $8K
Kelly Financial Services LLC 0.00% No change 100 $7K
IAG Wealth Partners, LLC 0.00% No change 90 $7K
Spotlight Asset Group, Inc. 0.00% No change 84 $6K
Benjamin Edwards Inc. 0.00% No change 79 $6K
Family Firm, Inc. 0.00% New 78 $6K
Leonteq Securities AG 0.00% Add +155.2% 74 $5K
Crewe Advisors LLC 0.00% No change 71 $5K
Lynx Investment Advisory 0.00% — 70 $5K
GW&K Investment Management, LLC 0.00% Add +124.1% 65 $5K
Tyler-Stone Wealth Management 0.00% No change 64 $5K
Valley National Advisers Inc. 0.00% Reduce -7.1% 65 $4K
Fairway Wealth LLC 0.00% New 54 $4K
McIlrath & Eck, LLC 0.00% No change 53 $4K
Baldwin Wealth Partners LLC 0.00% New 47 $3K
Prestige Wealth Management Group LLC 0.00% No change 45 $3K
Raleigh Capital Management Inc. 0.00% Add +125.0% 45 $3K
Sachetta, LLC 0.00% Add +72.7% 38 $3K
Oakworth Capital, Inc. 0.00% No change 43 $3K
Triad Wealth Partners, LLC 0.00% New 42 $3K
Quent Capital, LLC 0.00% Add +100.0% 42 $3K
Evolution Advisers, Inc. 0.00% No change 43 $3K
Redmont Wealth Advisors LLC 0.00% No change 40 $3K
Princeton Global Asset Management LLC 0.00% New 39 $3K
Creative Financial Designs Inc. 0.00% Reduce -64.1% 37 $3K
Bellevue Asset Management, LLC 0.00% No change 36 $3K
Balefire, LLC 0.00% Reduce -7.9% 35 $3K
Ancora Advisors LLC 0.00% Reduce -25.5% 35 $3K
Carolina Wealth Advisors, LLC 0.00% No change 33 $2K
Fortitude Family Office, LLC 0.00% No change 30 $2K
Fairman Group, LLC 0.00% No change 29 $2K
Frazier Financial Advisors, LLC 0.00% Reduce -81.8% 26 $2K
SJS Investment Consulting Inc. 0.00% No change 26 $2K
Ridgewood Investments LLC 0.00% New 26 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +15.0% 23 $2K
FinTrust Capital Advisors, LLC 0.00% No change 22 $2K
Aspect Partners, LLC 0.00% Reduce -50.0% 20 $1K
Addison Advisors LLC 0.00% New 20 $1K
CBIZ Investment Advisory Services, LLC 0.00% New 19 $1K
Bell Investment Advisors, Inc 0.00% No change 16 $1K
Dunhill Financial, LLC 0.00% Add +25.0% 15 $1K
Assetmark, Inc. 0.00% Add +27.3% 14 $1K
Abound Wealth Management 0.00% No change 13 $954
CVA Family Office, LLC 0.00% No change 10 $733
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 10 $733
True Wealth Design, LLC 0.00% Add +12.5% 9 $661
Creekmur Asset Management LLC 0.00% New 8 $587
Valued Wealth Advisors LLC 0.00% No change 6 $441
AdvisorNet Financial, Inc 0.00% Reduce -62.5% 6 $440
Nvwm, LLC 0.00% New 5 $367
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -99.7% 3 $220
Private Ocean, LLC 0.00% New 3 $220
WestEnd Advisors, LLC 0.00% No change 1 $73
SOA Wealth Advisors, LLC. 0.00% No change 1 $73
Concord Wealth Partners 0.00% Reduce -99.9% 1 $37
CKW Financial Group 0.00% No change 6 $0

"% of holder's portfolio" is KMX's weight in each manager's 13F, not the share of Carmax Inc. the manager owns.