CarmaxKMX

13F holders, Q3 2025 (September 30)
623holders −109
60new positions
163sold out
12famous investors
$44.91avg. 13F price*

At the end of Q3 2025, 623 institutions reported holding Carmax Inc. (KMX) in their 13F filings, down 109 from Q2 2025. 60 opened new positions and 163 sold out. The largest holders were Vanguard Group Inc. ($758.3M), BlackRock, Inc. ($515.2M) and State Street Corp. ($248.7M). 12 famous investors held it, including Francois Rochon (2.5% of Giverny Capital's portfolio), John W. Rogers Jr. (0.3% of Ariel Investments's portfolio) and Cliff Asness (0.1% of AQR Capital Management'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions60$121.8M
Exits163$521.9M

All 13F filers, Q2 2025 → Q3 2025: 15,898,152 shares bought and 26,960,591 shares sold, net −11,062,439 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 623 holders

Vanguard Group Inc. 0.01% Reduce -3.8% 16,899,149 $758.3M
BlackRock, Inc. 0.01% Add +5.9% 11,482,251 $515.2M
State Street Corp. 0.01% Reduce -2.2% 5,541,586 $248.7M
Janus Henderson Group PLC 0.10% Add +1.0% 4,875,229 $218.8M
Diamond Hill Capital Management, LLC (Investment Advisor) 1.03% Reduce -30.6% 4,833,319 $216.9M
Primecap Management Co. 0.16% Reduce -3.8% 4,560,371 $204.6M
Dimensional Fund Advisors LP 0.04% Add +33.2% 3,685,201 $165.4M
Arrowstreet Capital, Limited Partnership 0.10% Add +73.7% 3,522,923 $158.1M
Invesco Ltd. 0.02% Add +14.2% 3,425,737 $153.7M
Baird Financial Group, Inc. 0.25% Add +3.5% 3,414,489 $153.2M
Geode Capital Management, LLC 0.01% Reduce -10.3% 3,417,016 $153.0M
Fiduciary Management Inc. 1.48% Add +13.1% 3,249,561 $145.8M
AQR Capital Management 0.09% Reduce -29.3% 3,149,442 $140.5M
Turtle Creek Asset Management Inc. 3.67% Add +0.6% 2,707,477 $121.5M
Morgan Stanley 0.01% Add +2.8% 2,482,840 $111.4M
First Pacific Advisors, LP 1.56% Add +2.1% 2,481,461 $111.3M
Vulcan Value Partners, LLC 1.90% Add +135.2% 2,328,120 $104.6M
Cooke & Bieler LP 1.04% Add +29.1% 2,241,359 $100.6M
Manufacturers Life Insurance Company, The 0.08% Add +18.4% 2,185,739 $98.1M
Bank of America Corp. 0.01% Reduce -2.5% 1,726,142 $77.5M
UBS Group AG 0.01% Reduce -23.0% 1,692,373 $75.9M
Giverny Capital 2.54% Add +0.9% 1,670,114 $74.9M
Qube Research & Technologies Ltd 0.10% Add +8.8% 1,636,364 $73.4M
NorthCoast Asset Management LLC 0.29% Reduce -0.2% 1,633,409 $73.3M
Envestnet Asset Management Inc. 0.02% Reduce -2.7% 1,519,900 $68.2M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.3% 1,473,295 $66.1M
Northern Trust Corp. 0.01% Reduce -4.3% 1,290,248 $57.9M
DAVENPORT & Co LLC 0.27% Reduce -16.1% 1,129,519 $50.9M
Acadian Asset Management LLC 0.09% Add +189.3% 1,087,563 $48.8M
Rings Capital Management LLC 22.62% Add +71.6% 1,074,000 $48.2M
Corient Private Wealth LP 0.07% Add +19.5% 1,033,239 $46.4M
Wellington Management Group LLP 0.01% Reduce -22.9% 981,905 $44.1M
Hawk Ridge Capital Management LP 2.08% New 973,980 $43.7M
Silver Heights Capital Management Inc 18.64% Add +39.5% 926,167 $41.6M
Goldman Sachs Group Inc. 0.01% Add +28.3% 882,013 $39.6M
Mount Capital Ltd 13.21% Add +86.9% 820,800 $36.8M
Welch & Forbes LLC 0.44% Reduce -4.7% 818,220 $36.7M
D. E. Shaw & Co. 0.03% Reduce -55.7% 784,432 $35.2M
Millennium Management 0.03% Reduce -36.3% 764,799 $34.3M
Two Sigma Investments, LP 0.06% Add +13.4% 760,241 $34.1M
Royal Bank of Canada 0.01% Add +72.0% 735,539 $33.0M
Bank of New York Mellon Corp 0.01% Reduce -4.0% 733,770 $32.9M
Two Sigma Advisers, LP 0.06% Reduce -25.7% 723,100 $32.4M
Weitz Investment Management, Inc. 1.58% No change 649,400 $29.1M
Check Capital Management Inc. 1.71% Add +0.2% 600,043 $26.9M
Canada Pension Plan Investment Board 0.02% Add +85.4% 598,931 $26.9M
Ameriprise Financial Inc. 0.01% Reduce -15.0% 593,940 $26.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Reduce -55.6% 581,212 $26.1M
Ariel Investments 0.27% Add +3.4% 571,605 $25.6M
Barclays PLC 0.01% Add +14.6% 533,488 $23.9M
Jane Street Group, LLC 0.03% Add +27.0% 503,697 $22.6M
Raymond James Financial Inc. 0.01% Reduce -0.4% 502,290 $22.5M
Candriam S.C.A. 0.12% Add +1916.2% 494,079 $22.2M
J. Goldman & Co LP 0.80% Add +2469.7% 470,457 $21.1M
Nexus Investment Management ULC 2.86% Add +18.8% 448,710 $20.1M
Connor, Clark & Lunn Investment Management Ltd. 0.06% Reduce -24.5% 423,961 $19.0M
Assetmark, Inc. 0.04% Add +26.6% 421,424 $18.9M
Eubel Brady & Suttman Asset Management Inc. 2.27% Add +26.1% 406,657 $18.2M
Citadel Advisors 0.01% Reduce -67.5% 391,505 $17.6M
Deutsche Bank AG 0.01% Add +4.7% 383,529 $17.2M
Wells Fargo & Company 0.00% Reduce -14.0% 380,978 $17.1M
Kiltearn Partners LLP 3.39% Reduce -3.8% 376,600 $16.9M
Schwerin Boyle Capital Management Inc. 1.83% Reduce -3.2% 372,156 $16.7M
BNP Paribas Financial Markets 0.01% Add +65.0% 370,241 $16.6M
Azora Capital LP 0.76% Reduce -46.5% 364,571 $16.4M
Marshall Wace, LLP 0.02% Reduce -52.3% 362,854 $16.3M
Nuveen, LLC 0.00% Reduce -10.3% 358,257 $16.1M
Legal & General Group Plc 0.00% Reduce -35.7% 348,117 $15.6M
Balyasny Asset Management L.P. 0.03% New 342,951 $15.4M
Susquehanna International Group, LLP 0.02% Add +260.6% 329,992 $14.8M
Rhumbline Advisers 0.01% Add +4.4% 321,732 $14.4M
HSBC Holdings PLC 0.01% Add +11.2% 315,849 $14.2M
JPMorgan Chase & Co. 0.00% Reduce -52.0% 315,305 $14.1M
SRS Investment Management, LLC 0.15% New 310,200 $13.9M
Blair William & Co. 0.04% Reduce -21.0% 309,597 $13.9M
MML Investors Services, LLC 0.04% Reduce -5.5% 304,029 $13.6M
Broad Run Investment Management, LLC 2.20% Reduce -5.7% 300,111 $13.5M
Capital Fund Management S.A. 0.13% Reduce -17.0% 297,529 $13.4M
Swiss National Bank 0.01% Reduce -0.1% 290,900 $13.1M
California Public Employees Retirement System 0.01% Add +27.1% 256,450 $11.5M
Courant Investment Management LLC 8.78% No change 247,520 $11.1M
Prudential Financial Inc. 0.01% Reduce -48.7% 237,446 $10.7M
LPL Financial LLC 0.00% Add +8.3% 236,635 $10.6M
Squarepoint Ops LLC 0.02% Reduce -78.5% 231,951 $10.4M
Clifford Swan Investment Counsel LLC 0.34% Add +5.6% 230,962 $10.4M
Osaic Holdings, Inc. 0.01% Add +9.4% 174,986 $10.3M
Gagnon Securities LLC 2.03% Add +38.1% 225,629 $10.1M
Avenir Corp. 1.02% Reduce -2.7% 218,839 $9.8M
T. Rowe Price Associates Inc. 0.00% Reduce -0.8% 217,850 $9.8M
FMR LLC 0.00% Add +37.1% 215,083 $9.7M
Eldred Rock Partners, LLC 2.33% Add +41.4% 207,986 $9.3M
State of Wisconsin Investment Board 0.02% Reduce -7.1% 204,221 $9.2M
WS Management LLLP 1.38% Add +99.5% 200,455 $9.0M
Old National Bancorp 0.15% Reduce -2.2% 192,688 $8.6M
Oppenheimer & Co. Inc. 0.10% Reduce -1.3% 191,610 $8.6M
Cetera Investment Advisers 0.01% Add +18.0% 183,897 $8.3M
Banyan Capital Management, Inc. 3.62% Add +26.3% 177,870 $8.0M
MassMutual Private Wealth & Trust, FSB 0.20% Add +1.1% 176,236 $7.9M
Hantz Financial Services, Inc. 0.12% Reduce -8.3% 175,967 $7.9M
Tudor Investment Corporation 0.05% Reduce -65.4% 170,699 $7.7M
Bank of Montreal 0.00% Reduce -18.4% 168,124 $7.5M
Sei Investments Co. 0.01% Add +17.9% 165,547 $7.4M
Principal Financial Group Inc. 0.00% Reduce -93.7% 162,235 $7.3M
Verition Fund Management LLC 0.04% Add +274.1% 159,642 $7.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +0.1% 159,188 $7.1M
Alliancebernstein L.P. 0.00% Reduce -2.8% 155,396 $7.0M
First Manhattan Co. Llc. 0.02% Reduce -0.5% 155,034 $7.0M
IMC-Chicago, LLC 0.12% Add +1380.5% 152,327 $6.8M
London Co. of Virginia 0.04% Reduce -3.3% 151,943 $6.8M
Akre Capital Management 0.07% No change 150,600 $6.8M
Algert Global LLC 0.11% Add +5.8% 148,240 $6.7M
California State Teachers Retirement System 0.01% Reduce -3.0% 141,982 $6.4M
New York State Teachers Retirement System 0.01% Add +11.8% 138,097 $6.2M
Kirr Marbach & Co. LLC 1.12% New 137,672 $6.2M
Markel Group 0.05% No change 136,500 $6.1M
Jain Global LLC 0.08% New 135,611 $6.1M
Engineers Gate Manager LP 0.07% Reduce -46.3% 135,563 $6.1M
Stifel Financial Corp. 0.01% Reduce -14.7% 133,961 $6.0M
State Board of Administration of Florida Retirement System 0.01% Reduce -13.8% 130,867 $5.9M
Fuller & Thaler Asset Management, Inc. 0.02% Reduce -1.4% 129,617 $5.8M
Needham Investment Management LLC 0.41% Reduce -2.3% 129,500 $5.8M
Wedge Capital Management L L P 0.10% Add +23.2% 126,401 $5.7M
Biglari Capital Corp. 0.62% No change 125,420 $5.6M
Fairview Capital Investment Management, LLC 0.28% Reduce -59.6% 123,887 $5.6M
True North Advisors, LLC 0.88% Add +66.6% 123,742 $5.6M
American Century Companies Inc. 0.00% Reduce -59.5% 120,251 $5.4M
Citigroup Inc. 0.00% Reduce -76.8% 110,418 $5.0M
World Investment Advisors 0.10% Add +0.7% 109,370 $4.9M
Voya Investment Management LLC 0.01% Add +13.0% 104,305 $4.7M
Gotham Asset Management 0.02% Reduce -26.7% 104,002 $4.7M
Brown Advisory Inc. 0.01% Reduce -33.9% 102,108 $4.6M
Cerity Partners LLC 0.01% Reduce -1.0% 99,363 $4.5M
Marathon Asset Management Ltd 0.16% Reduce -26.4% 97,155 $4.4M
ProVise Management Group, LLC 0.32% Reduce -2.1% 97,092 $4.4M
Rakuten Investment Management, Inc. 0.02% — 28,181 $4.4M
Steward Partners Investment Advisory, LLC 0.02% Add +9.8% 94,719 $4.3M
Cwm, LLC 0.01% Reduce -13.0% 94,663 $4.2M
Gabelli Funds LLC 0.03% Reduce -21.9% 93,000 $4.2M
Amundi 0.00% Reduce -2.7% 88,468 $4.1M
Hillman Capital Management, Inc. 2.39% Add +14.9% 91,489 $4.1M
Dark Forest Capital Management LP 0.15% Reduce -2.2% 87,189 $3.9M
Intech Investment Management LLC 0.03% Add +129.4% 86,444 $3.9M
Pinebridge Investments, L.P. 0.03% New 85,124 $3.8M
PEAK6 LLC 0.10% Add +1206.8% 84,265 $3.8M
Invenomic Capital Management LP 0.18% New 78,349 $3.5M
Nisa Investment Advisors, LLC 0.01% Reduce -1.2% 77,469 $3.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +26.6% 77,089 $3.5M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -4.8% 76,591 $3.4M
TD Asset Management Inc 0.00% Add +73.2% 76,431 $3.4M
Truist Financial Corp. 0.00% Add +1.7% 75,710 $3.4M
First Trust Advisors LP 0.00% Add +116.2% 75,665 $3.4M
Principal Securities, Inc. 0.05% Reduce -1.8% 73,680 $3.3M
Renaissance Technologies 0.00% Reduce -86.8% 73,300 $3.3M
Brevan Howard Capital Management LP 0.05% Add +193.6% 72,944 $3.3M
APG Asset Management N.V. 0.01% Reduce -3.4% 85,200 $3.3M
Farley Capital L.P. 2.35% Add +257.9% 72,494 $3.3M
King Luther Capital Management Corp. 0.01% Add +26.3% 72,217 $3.2M
Captrust Financial Advisors 0.01% Add +0.4% 71,258 $3.2M
New York State Common Retirement Fund 0.00% Add +16.4% 70,920 $3.2M
Twinbeech Capital LP 0.12% New 70,002 $3.1M
Treasurer of the State of North Carolina 0.01% Reduce -5.4% 67,367 $3.0M
Police & Firemen's Retirement System of New Jersey 0.02% Add +14.7% 66,675 $3.0M
Neuberger Berman Group LLC 0.00% Reduce -15.7% 66,330 $3.0M
Inkwell Capital LLC 2.96% Add +35.2% 64,515 $2.9M
Arax Advisory Partners 0.04% Add +174436.1% 62,833 $2.8M
Alpha Omega Wealth Management LLC 0.46% Add +13.6% 62,210 $2.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +3.4% 58,961 $2.6M
Ascent Group, LLC 0.09% Add +2.2% 57,618 $2.6M
CANADA LIFE ASSURANCE Co 0.00% Reduce -0.2% 56,950 $2.6M
NewEdge Advisors, LLC 0.01% Add +49.5% 56,898 $2.6M
Los Angeles Capital Management LLC 0.01% New 56,847 $2.6M
MMCAP International Inc. SPC 0.30% Add +263.6% 56,770 $2.5M
Burgundy Asset Management Ltd. 0.02% Add +62.8% 41,459 $2.5M
XTX Topco Ltd 0.13% Reduce -30.0% 55,956 $2.5M
Russell Investments Group, Ltd. 0.00% Reduce -24.9% 53,884 $2.4M
Neo Ivy Capital Management 0.59% Add +143.1% 53,868 $2.4M
Quantinno Capital Management LP 0.01% Reduce -57.0% 52,683 $2.4M
State of New Jersey Common Pension Fund D 0.01% Add +2.9% 52,385 $2.4M
Redmond Asset Management, LLC 0.57% Add +1.6% 52,143 $2.3M
Synovus Financial Corp. 0.03% New 51,895 $2.3M
State of Tennessee, Department of Treasury 0.01% Add +85.7% 48,785 $2.2M
ProShare Advisors LLC 0.00% Add +72.3% 48,766 $2.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +2.6% 48,486 $2.2M
Mariner, LLC 0.00% Add +3.0% 48,137 $2.2M
Heartland Advisors Inc. 0.11% Reduce -80.7% 47,306 $2.1M
Jefferies Financial Group Inc. 0.02% New 46,979 $2.1M
Public Employees Retirement System of Ohio 0.01% Reduce -1.1% 46,812 $2.1M
Summit Trail Advisors, LLC 0.03% Add +87.8% 46,518 $2.1M
Numerai GP LLC 0.29% Add +779.2% 46,202 $2.1M
Asset Management Advisors, LLC 1.25% Reduce -0.1% 45,554 $2.0M
Ieq Capital, LLC 0.01% Reduce -85.8% 45,098 $2.0M
Walleye Capital LLC 0.02% Add +49618.9% 44,747 $2.0M
PNC Financial Services Group, Inc. 0.00% Reduce -10.1% 44,448 $2.0M
Arizona State Retirement System 0.01% Reduce -0.3% 44,409 $2.0M
Schonfeld Strategic Advisors LLC 0.01% Reduce -67.4% 44,300 $2.0M
Cannell & Spears LLC 0.04% Reduce -85.8% 43,761 $2.0M
English Capital Management LLC 1.27% No change 43,301 $1.9M
Delta Global Management LP 0.14% New 42,237 $1.9M
Atria Investments, Inc 0.02% Reduce -5.1% 42,029 $1.9M
Walleye Trading LLC 0.03% New 41,968 $1.9M
SG Americas Securities, LLC 0.01% Reduce -59.4% 41,896 $1.9M
Van Eck Associates Corp. 0.00% Reduce -47.3% 41,714 $1.9M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -53.0% 41,551 $1.9M
United Capital Financial Advisors, LLC 0.01% Reduce -6.6% 41,486 $1.9M
Commerce Bank 0.01% Add +0.3% 41,225 $1.8M
Biglari, Sardar 3.71% No change 41,100 $1.8M
Teacher Retirement System of Texas 0.01% Add +7.7% 41,096 $1.8M
Prescott Group Capital Management, L.L.C. 0.19% No change 41,000 $1.8M
Harvey Investment Co. LLC 0.20% Reduce -33.5% 40,750 $1.8M
State of Michigan Retirement System 0.01% Reduce -2.2% 40,548 $1.8M
Handelsbanken Fonder AB 0.01% No change 40,300 $1.8M
Czech National Bank 0.01% Add +2.4% 38,116 $1.7M
National Bank of Canada 0.00% Reduce -64.4% 38,031 $1.7M
Group One Trading LLC 0.05% New 38,020 $1.7M
Gilman Hill Asset Management, LLC 0.26% Add +6.3% 37,643 $1.7M
Jump Financial, LLC 0.02% Add +319.9% 37,501 $1.7M
MetLife Investment Management, LLC 0.01% Reduce -4.1% 37,228 $1.7M
HF Advisory Group, LLC 0.60% Add +30.8% 36,308 $1.6M
Birch Hill Investment Advisors LLC 0.07% Add +36.0% 36,237 $1.6M
State of Alaska, Department of Revenue 0.02% Add +110.8% 36,087 $1.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -3.5% 36,038 $1.6M
Victory Capital Management Inc. 0.00% Reduce -37.4% 35,911 $1.6M
New York Life Investment Management LLC 0.01% Reduce -3.9% 35,116 $1.6M
QVT Financial LP 0.18% New 35,000 $1.6M
Patriot Financial Group Insurance Agency, LLC 0.20% Reduce -10.8% 34,017 $1.5M
Assenagon Asset Management S.A. 0.00% No change 33,999 $1.5M
Creative Planning 0.00% Add +29.5% 33,512 $1.5M
Tidal Investments LLC 0.01% Add +152.8% 33,175 $1.5M
Voya Financial Advisors, Inc. 0.14% Reduce -2.2% 32,885 $1.5M
Public Sector Pension Investment Board 0.01% Add +5.6% 33,135 $1.5M
Trexquant Investment LP 0.02% Reduce -91.5% 32,972 $1.5M
Argent Trust Co 0.05% Reduce -15.5% 32,903 $1.5M
Mercer Global Advisors Inc. 0.00% Add +6.9% 32,120 $1.4M
Retirement Systems of Alabama 0.00% Reduce -2.1% 32,013 $1.4M
UniSuper Management Pty Ltd 0.01% Add +25.4% 31,909 $1.4M
DekaBank Deutsche Girozentrale 0.00% No change 31,245 $1.4M
KLP Kapitalforvaltning As 0.01% Reduce -1.3% 31,300 $1.4M
Occudo Quantitative Strategies LP 0.17% Add +22.0% 30,902 $1.4M
B. Metzler seel. Sohn & Co. AG 0.01% Add +26.1% 30,814 $1.4M
Janney Montgomery Scott LLC 0.00% Add +70.5% 30,682 $1.4M
Regions Financial Corp. 0.01% Reduce -10.5% 30,153 $1.4M
Toronto Dominion Bank 0.00% Reduce -10.0% 30,115 $1.4M
Lakewood Asset Management LLC 0.81% Add +2.4% 29,907 $1.3M
Guggenheim Capital LLC 0.01% Add +198.5% 29,336 $1.3M
Pathstone Holdings, LLC 0.01% Reduce -38.3% 28,900 $1.3M
Bard Financial Services, Inc. 0.14% Add +44.3% 28,580 $1.3M
Amalgamated Bank 0.01% Reduce -3.7% 28,454 $1.3M
Investment Research & Advisory Group, Inc. 0.43% Add +7.8% 28,168 $1.3M
Pictet Asset Management Holding SA 0.00% Reduce -3.0% 28,157 $1.3M
Atlantic Union Bankshares Corp 0.02% Add +11029.5% 27,156 $1.2M
Sompo Asset Management Co., Ltd. 0.21% Add +18.2% 26,715 $1.2M
Simplex Trading, LLC 0.03% Add +1182.1% 26,706 $1.2M
Vision Capital Management, Inc. 0.15% Reduce -42.4% 26,692 $1.2M
Long Road Investment Counsel, LLC 0.42% Reduce -66.3% 26,280 $1.2M
Ensign Peak Advisors, Inc 0.00% Reduce -46.6% 26,072 $1.2M
Unique Wealth Strategies, LLC 0.46% Add +7.3% 25,820 $1.2M
Greenup Street Wealth Management LLC 0.18% Reduce -18.7% 25,587 $1.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.9% 25,335 $1.1M
Crux Wealth Advisors 0.45% Add +7.3% 25,121 $1.1M
WINTON GROUP Ltd 0.04% Add +198.5% 24,985 $1.1M
Twin City Private Wealth, LLC 0.87% Add +18.2% 24,898 $1.1M
Utah Retirement Systems 0.01% Reduce -2.0% 24,866 $1.1M
Daiwa Securities Group Inc. 0.00% Reduce -34.6% 24,130 $1.1M
Leith Wheeler Investment Counsel Ltd. 0.07% Reduce -77.3% 23,849 $1.1M
CWA Asset Management Group, LLC 0.04% Reduce -2.3% 23,781 $1.1M
FSB Premier Wealth Management, Inc. 0.35% Add +11.7% 23,498 $1.1M
Jones Financial Companies LLLP 0.00% Add +293.4% 23,362 $1.0M
Vinva Investment Management Ltd 0.02% Add +286.7% 15,167 $1.0M
Commonwealth Equity Services, LLC 0.00% Add +13.3% 23,197 $1.0M
Orion Porfolio Solutions, LLC 0.01% Reduce -6.3% 22,862 $1.0M
GeoWealth Management, LLC 0.04% Add +279.8% 22,686 $1.0M
CIBC Private Wealth Group LLC 0.00% Reduce -4.2% 22,570 $1.0M
Comerica Bank 0.00% Reduce -4.5% 22,222 $997K
&partners 0.01% Add +47.3% 21,337 $958K
Triangle Securities Wealth Management 0.22% Add +2.9% 21,213 $952K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +11.8% 21,082 $946K
Oddo BHF Asset Management Sas 0.04% Reduce -3.5% 21,035 $944K
Hussman Strategic Advisors, Inc. 0.20% New 21,000 $942K
Premier Path Wealth Partners, LLC 0.12% Add +13.1% 20,902 $938K
Yousif Capital Management, LLC 0.01% Reduce -5.8% 20,058 $900K
Borer Denton & Associates, Inc. 0.30% Add +8.9% 20,037 $899K
Lighthouse Investment Partners, LLC 0.03% Reduce -21.8% 19,724 $885K
Credit Agricole S A 0.00% — 19,697 $884K
CIBC Asset Management Inc 0.00% Reduce -0.1% 19,618 $880K
US Bancorp \de 0.00% Reduce -15.9% 19,454 $873K
Rafferty Asset Management, LLC 0.00% Add +2.5% 19,211 $862K
ClearAlpha Technologies LP 2.35% Add +62.8% 19,135 $859K
Geneos Wealth Management Inc. 0.02% Add +1.1% 18,865 $846K
Pacer Advisors, Inc. 0.00% Add +51.1% 18,847 $846K
Kestra Advisory Services, LLC 0.00% Add +120.6% 18,482 $829K
Logan Capital Management Inc. 0.03% Reduce -4.0% 18,340 $823K
Centaurus Financial, Inc. 0.04% Add +61.9% 18,184 $816K
Scientech Research LLC 0.28% Add +33.0% 17,686 $794K
Raiffeisen Bank International AG 0.01% Add +15.5% 17,636 $791K
Bridges Investment Management Inc. 0.01% Add +48.8% 17,262 $775K
Oregon Public Employees Retirement Fund 0.01% Add +31.0% 17,220 $773K
GTS Securities LLC 0.03% New 17,187 $771K
Osborne Partners Capital Management, LLC 0.04% Reduce -1.4% 17,000 $763K
Waverly Advisors, LLC 0.01% Reduce -7.2% 16,767 $752K
Intrinsic Value Partners, LLC 0.61% Add +54.3% 16,735 $751K
Mutual of America Capital Management LLC 0.01% Reduce -6.9% 16,264 $730K
Focus Partners Wealth 0.00% Reduce -49.9% 16,125 $723K
Cape Investment Advisory, Inc. 0.70% Add +1.1% 15,969 $717K
OP Asset Management Ltd 0.01% New 15,670 $703K
Diversified Trust Co. 0.01% New 15,453 $693K
LMR Partners LLP 0.01% Add +0.0% 15,381 $690K
PARK CIRCLE Co 0.60% Add +127.4% 15,350 $689K
CIBC Bancorp USA Inc. 0.00% — 15,324 $688K
Fox Run Management, L.L.C. 0.10% Reduce -46.7% 14,950 $671K
Mizuho Securities USA LLC 0.01% Add +3.9% 10,930 $671K
Greenland Capital Management LP 0.11% New 14,819 $665K
Auxano Advisors, LLC 0.14% Add +0.8% 14,256 $640K
Maia Wealth LLC 0.11% Reduce -18.2% 19,103 $635K
Polymer Capital Management (US) LLC 0.08% New 14,076 $632K
Meriwether Wealth & Planning, LLC 0.36% Reduce -18.4% 13,994 $628K
SummitTX Capital, L.P. 0.03% Reduce -0.7% 13,664 $613K
Aigen Investment Management, LP 0.09% Add +156.6% 13,625 $611K
Merit Financial Group, LLC 0.01% Reduce -56.6% 13,347 $599K
NEOS Investment Management LLC 0.00% Add +46.3% 13,334 $598K
Keystone Financial Services 0.18% Add +6.5% 13,251 $595K
Avior Wealth Management, LLC 0.02% Add +41.7% 13,239 $594K
Salvus Wealth Management, LLC 0.33% Reduce -4.6% 13,225 $593K
Sheets Smith Wealth Management 0.07% Reduce -60.2% 13,200 $592K
Farringdon Capital, Ltd. 0.15% New 13,158 $590K
Xponance LLC 0.00% Reduce -12.5% 13,105 $588K
Pecaut & Co. 0.19% New 13,050 $586K
D.A. Davidson & Co. 0.00% Add +1.1% 13,006 $584K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Reduce -1.0% 12,941 $581K
Wellington Shields & Co., LLC 0.15% Add +1.3% 12,637 $567K
Dakota Wealth Management 0.01% Reduce -15.9% 12,626 $567K
Penserra Capital Management LLC 0.01% Reduce -4.7% 12,554 $562K
Franklin Resources Inc. 0.00% Reduce -61.2% 12,422 $557K
180 Wealth Advisors, LLC 0.07% New 12,393 $556K
Cibc World Market Inc. 0.00% Reduce -9.7% 12,344 $554K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -19.9% 15,385 $546K
Teachers Retirement System of the State of Kentucky 0.00% No change 12,130 $544K
Federation des caisses Desjardins du Quebec 0.00% Add +279.3% 12,108 $543K
Global Retirement Partners, LLC 0.01% Reduce -13.9% 12,074 $542K
Crossmark Global Holdings, Inc. 0.01% Add +26.7% 11,963 $537K
Natixis Advisors, LLC 0.00% Reduce -83.3% 11,787 $529K
EntryPoint Capital, LLC 0.20% Add +64.3% 11,712 $526K
OneDigital Investment Advisors LLC 0.01% Reduce -2.0% 11,555 $518K
Integrated Wealth Concepts LLC 0.00% Reduce -32.1% 11,358 $510K
Public Employees Retirement Association of Colorado 0.00% No change 11,188 $502K
Employees Retirement System of Texas 0.00% No change 11,098 $498K
Exchange Traded Concepts, LLC 0.00% Add +18.8% 10,972 $492K
Headlands Technologies LLC 0.04% Add +16.3% 10,965 $492K
Baron Capital (BAMCO) 0.00% No change 10,875 $488K
Robeco Institutional Asset Management B.V. 0.00% New 10,798 $485K
Thrivent Financial for Lutherans 0.00% Reduce -59.0% 10,744 $482K
Chemistry Wealth Management LLC 0.09% Reduce -3.7% 10,677 $479K
Krilogy Financial LLC 0.02% Add +9.5% 11,697 $477K
Mgo One Seven LLC 0.01% Add +19.2% 10,629 $477K
Aviso Financial Inc. 0.02% Add +107.0% 10,476 $470K
Bank of Nova Scotia 0.00% Reduce -6.3% 10,445 $469K
Vestcor Inc 0.01% No change 10,287 $462K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% New 10,693 $461K
Eventide Asset Management, LLC 0.01% Add +105.8% 10,140 $459K
Quantbot Technologies LP 0.01% Reduce -59.4% 10,198 $458K
Clearstead Advisors, LLC 0.01% Reduce -11.2% 10,176 $457K
Tranquilli Financial Advisor LLC 0.27% Reduce -5.4% 10,142 $455K
TD Waterhouse Canada Inc. 0.00% Add +79.5% 9,832 $453K
Montag A & Associates Inc. 0.02% Reduce -15.2% 10,027 $450K
Credit Industriel Et Commercial 0.10% Add +24.1% 10,001 $449K
Private Advisor Group, LLC 0.00% Reduce -43.7% 9,960 $447K
TCV Trust & Wealth Management, Inc. 0.04% No change 9,835 $441K
Sanctuary Advisors, LLC 0.00% Reduce -27.0% 9,597 $431K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -87.9% 9,357 $420K
Sterling Capital Management LLC 0.01% Reduce -10.6% 9,265 $416K
Korea Investment CORP 0.00% Reduce -23.4% 9,259 $415K
Riverwater Partners LLC 0.17% Add +20.1% 9,218 $414K
Brighton Jones LLC 0.01% Reduce -62.5% 9,196 $413K
Davis Investment Partners, LLC 0.14% New 8,953 $412K
Aster Capital Management (DIFC) Ltd 0.20% Reduce -49.3% 8,979 $403K
Centerstone Investors, LLC 1.43% No change 8,920 $400K
KBC Group NV 0.00% Reduce -2.5% 8,873 $398K
Aberdeen Group plc 0.00% Reduce -92.4% 8,733 $395K
Hartford Investment Management Co. 0.01% Reduce -5.0% 8,649 $388K
Norinchukin Bank, The 0.01% Add +1.1% 8,453 $379K
Capstone Investment Advisors, LLC 0.00% New 8,413 $377K
Allspring Global Investments Holdings, LLC 0.00% Add +17.4% 8,016 $369K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -24.9% 8,206 $368K
Oregon Pacific Wealth Management, LLC 0.31% Add +7.7% 8,042 $361K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% New 8,000 $359K
Louisiana State Employees Retirement System 0.01% Reduce -1.3% 7,900 $354K
NorthCrest Asset Manangement, LLC 0.01% Add +69.8% 7,859 $353K
CSS LLC 0.06% New 7,760 $348K
Park Avenue Securities LLC 0.00% Reduce -9.4% 7,659 $344K
Blueshift Asset Management, LLC 0.11% New 7,646 $343K
Bessemer Group Inc. 0.00% Reduce -21.6% 7,580 $341K
Icon Wealth Advisors, LLC 0.02% Add +20.7% 7,524 $338K
Mackenzie Financial Corp. 0.00% Add +43.6% 7,426 $333K
Beaumont Asset Management, L.L.C. 0.17% Reduce -4.5% 7,384 $331K
HB Wealth Management, LLC 0.00% Add +7.1% 7,365 $330K
Rockefeller Capital Management L.P. 0.00% New 7,285 $327K
Glenmede Investment Management, LP 0.00% Reduce -95.0% 7,256 $326K
Choreo, LLC 0.00% Reduce -46.0% 7,253 $325K
Maryland State Retirement & Pension System 0.01% No change 7,232 $325K
Securian Asset Management, Inc. 0.01% Reduce -9.4% 7,183 $322K
Blalock Williams, LLC 0.28% Add +4.4% 7,159 $321K
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -87.7% 7,131 $320K
Capstone Financial Advisors, Inc. 0.02% Add +40.0% 7,000 $314K
1834 Investment Advisors Co. 0.04% Add +0.5% 6,996 $314K
Ilex Capital Partners (UK) LLP 0.01% New 6,987 $314K
Heritage Wealth Advisors 0.01% No change 6,976 $313K
Hollow Brook Wealth Management LLC 0.07% No change 6,956 $312K
New Mexico Educational Retirement Board 0.01% Reduce -5.5% 6,880 $309K
Swiss Life Asset Management Ltd 0.00% Reduce -12.9% 6,730 $302K
Fifth Third Bancorp 0.00% Reduce -17.2% 6,699 $301K
Nomura Asset Management Co. Ltd. 0.00% Reduce -0.5% 6,606 $296K
Panagora Asset Management Inc. 0.00% No change 6,556 $294K
AlphaQuest LLC 0.02% Reduce -8.9% 6,532 $293K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Add +52.5% 6,439 $288K
M&T Bank Corp 0.00% Reduce -47.8% 6,438 $288K
United Community Bank 0.09% Reduce -1.2% 6,425 $288K
Resonant Capital Advisors, LLC 0.02% Add +4.2% 6,388 $287K
Annis Gardner Whiting Capital Advisors, LLC 0.06% Add +7.3% 6,353 $285K
Allworth Financial LP 0.00% Add +41.3% 6,086 $273K
Hardy Reed LLC 0.02% Reduce -0.3% 6,034 $271K
NJ State Employees Deferred Compensation Plan 0.03% No change 6,000 $269K
Bokf, NA 0.00% Add +0.1% 5,909 $265K
Pallas Capital Advisors LLC 0.01% Reduce -84.9% 5,859 $263K
Empirical Finance, LLC 0.01% Add +0.8% 5,784 $260K
OMERS ADMINISTRATION Corp 0.00% No change 5,627 $252K
Chicago Partners Investment Group LLC 0.01% Reduce -27.8% 5,615 $250K
Wilmington Savings Fund Society, FSB 0.01% Add +18.8% 5,478 $246K
Integrated Advisors Network LLC 0.01% Add +15.9% 5,454 $245K
Asset Management One Co., Ltd. 0.00% Add +8.9% 5,441 $244K
Thompson Siegel & Walmsley LLC 0.00% Reduce -64.7% 5,449 $244K
Caxton Associates LLP 0.01% New 5,378 $241K
Rothschild Investment LLC 0.01% Add +4769.1% 5,356 $240K
Sherbrooke Park Advisers LLC 0.11% Reduce -61.7% 5,331 $239K
PDT Partners, LLC 0.01% Reduce -91.5% 5,317 $239K
Campbell & CO Investment Adviser LLC 0.02% Reduce -86.8% 5,315 $238K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -11.4% 5,287 $237K
Franklin Street Advisors Inc. 0.01% Add +18.6% 5,241 $235K
Jacobi Capital Management LLC 0.01% New 5,196 $233K
Institute for Wealth Management, LLC. 0.02% Add +7.6% 5,179 $232K
Ethic Inc. 0.00% Reduce -32.6% 5,117 $230K
Cypress Capital Group 0.03% No change 5,013 $225K
Savant Capital, LLC 0.00% Reduce -40.5% 4,968 $223K
Verus Financial Partners, Inc. 0.02% Reduce -23.2% 4,961 $223K
Brookstone Capital Management 0.00% Add +14.1% 4,933 $221K
Sendero Wealth Management, LLC 0.03% New 4,866 $218K
EverSource Wealth Advisors, LLC 0.01% Reduce -46.8% 4,858 $218K
One Wealth Map LLC 0.12% Reduce -4.3% 6,545 $218K
Perigon Wealth Management, LLC 0.00% New 4,844 $217K
Essential Partners LLC 0.07% Add +11.6% 4,843 $217K
Praxis Investment Management Inc. 0.01% No change 4,800 $215K
Northwestern Mutual Investment Management Company, LLC 0.00% Reduce -1.6% 4,783 $215K
Berkshire Asset Management LLC 0.01% No change 4,740 $213K
Ritter Daniher Financial Advisory LLC / DE 0.04% New 4,723 $212K
Evergreen Capital Management LLC 0.01% New 4,722 $212K
FourThought Financial Partners, LLC 0.02% New 4,697 $211K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -26.2% 4,696 $211K
ASR Vermogensbeheer N.V. 0.00% Reduce -1.1% 4,694 $211K
Leonard Rickey Investment Advisors P.L.L.C. 0.04% Add +2.7% 4,676 $210K
Cresset Asset Management, LLC 0.00% Reduce -0.9% 4,622 $207K
Inceptionr LLC 0.05% Reduce -81.1% 4,581 $206K
AE Wealth Management LLC 0.00% Add +11.2% 4,564 $205K
Macquarie Group Ltd. 0.00% Reduce -23.5% 4,536 $204K
Foundations Investment Advisors, LLC 0.00% Reduce -23.9% 4,531 $203K
CenterStar Asset Management, LLC 0.38% New 4,497 $202K
Chicago Capital, LLC 0.01% Reduce -25.1% 4,491 $202K
Ruane, Cunniff & Goldfarb L.P. 0.00% Reduce -28.8% 4,469 $201K
Leonteq Securities AG 0.01% Add +97.0% 4,339 $195K
BankPlus Trust Department 0.05% Add +1634.9% 4,077 $183K
Mufg Securities Americas Inc. 0.01% Add +19.9% 4,047 $182K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 3,900 $175K
HM Payson & Co. 0.00% New 3,800 $171K
GAMMA Investing LLC 0.01% Reduce -38.8% 3,620 $162K
Farther Finance Advisors, LLC 0.00% Add +22.7% 3,607 $162K
Caitong International Asset Management Co., Ltd 0.11% Add +17042.9% 3,600 $162K
STRS Ohio 0.00% Reduce -1.7% 3,583 $161K
Arkadios Wealth Advisors 0.00% Reduce -9.1% 3,276 $147K
Ossiam 0.00% Add +78.8% 3,063 $137K
Zions Bancorporation, National Association 0.01% Add +143.1% 2,956 $133K
MUFG Securities EMEA plc 0.00% Add +534.0% 2,872 $129K
Quadrant Capital Group LLC 0.00% New 2,679 $120K
Brown Brothers Harriman & Co. 0.00% Add +13.7% 2,573 $115K
Canada Post Corp Registered Pension Plan 0.01% No change 2,527 $114K
Horizon Investments, LLC 0.00% Reduce -1.0% 2,377 $107K
IFP Advisors, Inc 0.00% Reduce -29.1% 2,274 $102K
Ameriflex Group, Inc. 0.04% Add +265.5% 2,244 $101K
Rakuten Securities, Inc. 0.04% Add +73933.3% 2,221 $100K
Wealthspire Advisors, LLC 0.00% New 2,111 $95K
Smithfield Trust Co 0.00% Reduce -2.1% 2,059 $93K
Hilltop National Bank 0.02% Reduce -19.3% 2,027 $91K
Clean Yield Group 0.02% No change 1,822 $82K
Tompkins Financial Corp. 0.01% No change 1,750 $79K
Resona Asset Management Co.,Ltd. 0.00% Add +8.1% 1,721 $78K
Bartlett & Co. Wealth Management LLC 0.00% Add +99.6% 1,687 $76K
Tower Research Capital LLC (TRC) 0.00% Reduce -74.5% 1,686 $76K
CX Institutional 0.00% Reduce -58.1% 1,541 $69K
Ameritas Investment Partners, Inc. 0.00% No change 1,438 $65K
Mather Group, Llc. 0.00% New 1,351 $61K
St Germain D J Co. Inc. 0.00% Add +88.5% 1,331 $60K
Arcadia Investment Management Corp. 0.01% No change 1,300 $58K
Strengthening Families & Communities, LLC 0.01% Add +220.0% 880 $57K
Hollencrest Capital Management 0.00% Add +19.0% 1,252 $56K
Storebrand Asset Management As 0.00% Reduce -37.1% 1,247 $56K
Blue Trust, Inc. 0.00% Add +5.0% 1,187 $53K
Smartleaf Asset Management LLC 0.00% Add +121.1% 984 $45K
CI Investments Inc. 0.00% Add +16.5% 870 $39K
North Star Investment Management Corp. 0.00% No change 800 $36K
SouthState Bank Corp 0.00% Reduce -1.9% 798 $36K
Advisory Services Network, LLC 0.00% New 720 $32K
Center for Financial Planning, Inc. 0.00% New 700 $31K
MAI Capital Management 0.00% Reduce -34.0% 676 $30K
Quarry LP 0.01% Reduce -85.8% 669 $30K
True Wealth Design, LLC 0.01% Reduce -66.5% 588 $26K
CENTRAL TRUST Co 0.00% Reduce -54.9% 575 $26K
Signaturefd, LLC 0.00% Reduce -53.7% 527 $24K
Paradigm Asset Management Co. LLC 0.01% No change 495 $22K
Concord Wealth Partners 0.00% Reduce -4.3% 488 $22K
UMB Bank, n.a. 0.00% Add +274.0% 475 $21K
Parallel Advisors, LLC 0.00% Reduce -5.6% 441 $20K
Blume Capital Management, Inc. 0.00% No change 435 $20K
CYBER HORNET ETFs LLC 0.01% Add +4.3% 435 $20K
Huntington National Bank 0.00% Reduce -54.3% 425 $19K
Sentry Investment Management LLC 0.01% Reduce -8.3% 419 $19K
Deseret Mutual Benefit Administrators 0.01% No change 421 $19K
Salem Investment Counselors Inc. 0.00% No change 400 $18K
Quent Capital, LLC 0.00% New 398 $18K
First Community Trust NA 0.01% No change 394 $18K
Murphy & Mullick Capital Management Corp 0.01% Add +14.3% 400 $17K
Parkside Financial Bank & Trust 0.00% Add +40.8% 345 $15K
Covestor Ltd 0.01% Add +78.3% 337 $15K
Hemington Wealth Management 0.00% Add +0.9% 342 $15K
Capital Advisors, Ltd. LLC 0.00% Reduce -6.3% 344 $15K
Lanark Financial, Inc. 0.00% No change 331 $15K
Caldwell Trust Co 0.00% No change 300 $13K
Root Financial Partners, LLC 0.00% New 281 $13K
Summit Securities Group LLC 0.00% Reduce -93.3% 260 $12K
Private Trust Co. NA 0.00% Add +13.8% 256 $11K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Reduce -1.9% 256 $11K
Stephens Consulting, LLC 0.00% Add +18.6% 249 $11K
Cheviot Value Management, LLC 0.00% No change 250 $11K
KERR FINANCIAL PLANNING Corp 0.01% — 300 $10K
Strategic Wealth Partners, Ltd. 0.00% Reduce -98.8% 222 $10K
Steigerwald, Gordon & Koch Inc. 0.00% New 200 $9K
Foster Dykema Cabot & Partners, LLC 0.00% No change 200 $9K
Fairscale Capital, LLC 0.01% No change 194 $9K
DHJJ Financial Advisors, Ltd. 0.00% No change 190 $9K
Truvestments Capital LLC 0.00% Add +96.8% 187 $8K
Ancora Advisors LLC 0.00% Add +33.3% 184 $8K
Ameritas Advisory Services, LLC 0.00% Reduce -3.2% 182 $8K
Johnson Financial Group, Inc. 0.00% Add +50.0% 177 $8K
Global Wealth Strategies & Associates 0.00% No change 159 $7K
Independence Bank of Kentucky 0.00% Add +52.9% 159 $7K
JFS Wealth Advisors, LLC 0.00% Add +21.5% 158 $7K
CoreCap Advisors, LLC 0.00% Add +30.6% 158 $7K
Salomon & Ludwin, LLC 0.00% No change 152 $7K
Bogart Wealth, LLC 0.00% No change 137 $6K
S&T Bank 0.00% No change 130 $6K
TD Private Client Wealth LLC 0.00% Reduce -41.4% 126 $6K
Nova Wealth Management, Inc. 0.00% No change 120 $5K
Rise Advisors, LLC 0.00% No change 115 $5K
Farmers & Merchants Investments Inc. 0.00% No change 109 $5K
Main Street Group, LTD 0.00% Reduce -35.5% 109 $5K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -4.6% 103 $5K
Global X Japan Co., Ltd. 0.00% Reduce -60.5% 106 $5K
Fortitude Family Office, LLC 0.00% Add +5.1% 103 $5K
Harbour Investments, Inc. 0.00% Reduce -7.0% 93 $4K
Private Wealth Management Group, LLC 0.00% No change 89 $4K
MV Capital Management, Inc. 0.00% Reduce -69.0% 80 $4K
Clearstead Trust, LLC 0.00% No change 72 $3K
SBI Securities Co., Ltd. 0.00% Add +119.3% 68 $3K
GW&K Investment Management, LLC 0.00% Reduce -53.1% 68 $3K
Grove Bank & Trust 0.00% No change 61 $3K
Plato Investment Management Ltd 0.00% Reduce -99.6% 57 $3K
McIlrath & Eck, LLC 0.00% No change 53 $2K
Manchester Capital Management LLC 0.00% Reduce -83.4% 50 $2K
Ogorek Anthony Joseph /NY/ 0.00% Add +96.7% 59 $2K
Key Financial Inc 0.00% Reduce -12.8% 41 $2K
Redmont Wealth Advisors LLC 0.00% No change 40 $2K
Howard Hughes Medical Institute 0.00% No change 33 $1K
Carolina Wealth Advisors, LLC 0.00% Reduce -62.9% 33 $1K
Financial Network Wealth Advisors LLC 0.00% Add +47.6% 31 $1K
LRI Investments, LLC 0.00% No change 31 $1K
Raffa Wealth Management, LLC 0.00% Add +45.0% 29 $1K
Kilter Group LLC 0.00% Add +257.1% 25 $1K
Spire Wealth Management 0.00% Add +4.2% 25 $1K
Financial Consulate, Inc. 0.00% New 23 $1K
Versant Capital Management, Inc 0.00% Reduce -97.1% 23 $1K
Sachetta, LLC 0.00% No change 22 $988
DiNuzzo Private Wealth, Inc. 0.00% Reduce -33.3% 16 $982
Rialto Wealth Management, LLC 0.00% Add +162.5% 21 $943
Westfuller Advisors, LLC 0.00% New 21 $942
Addison Advisors LLC 0.00% No change 20 $898
Aspect Partners, LLC 0.00% Reduce -25.9% 20 $897
Creative Financial Designs Inc. 0.00% No change 18 $808
Prestige Wealth Management Group LLC 0.00% No change 17 $763
Transamerica Financial Advisors, LLC 0.00% New 16 $718
Bell Investment Advisors, Inc 0.00% No change 16 $718
Cromwell Holdings LLC 0.00% Reduce -96.4% 14 $629
Larson Financial Group LLC 0.00% Reduce -12.5% 14 $628
Cornerstone Planning Group LLC 0.00% Add +75.0% 14 $586
SJS Investment Consulting Inc. 0.00% Reduce -14.3% 12 $539
ORG Partners LLC 0.00% Reduce -70.3% 11 $492
1620 Investment Advisors, Inc. 0.00% No change 10 $449
Your Advocates Ltd., LLP 0.00% New 10 $449
Gen-Wealth Partners Inc 0.00% No change 10 $449
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -37.5% 10 $449
MCF Advisors LLC 0.00% No change 10 $449
HFM Investment Advisors, LLC 0.00% Reduce -20.0% 8 $359
Bay Harbor Wealth Management, LLC 0.00% Reduce -37.5% 5 $224
Colonial Trust Co / SC 0.00% New 5 $224
WPG Advisers, LLC 0.00% No change 4 $179
Dunhill Financial, LLC 0.00% Reduce -89.7% 3 $142
American Capital Advisory, LLC 0.00% New 3 $135
WestEnd Advisors, LLC 0.00% No change 3 $135
Private Wealth Asset Management, LLC 0.00% No change 3 $135
Tortoise Investment Management, LLC 0.00% New 2 $90
Activest Wealth Management 0.00% Reduce -60.0% 2 $90
Valued Wealth Advisors LLC 0.00% No change 2 $90
DecisionPoint Financial, LLC 0.00% No change 1 $47
GPS Wealth Strategies Group, LLC 0.00% No change 1 $45
SOA Wealth Advisors, LLC. 0.00% No change 1 $45
Abound Wealth Management 0.00% No change 1 $45
North Capital, Inc. 0.00% New 1 $45
Harvest Fund Management Co., Ltd 0.00% No change 1 $0
Cloud Capital Management, LLC 0.00% New 12 $0

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