Markel GroupMKL
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 811 institutions reported holding Markel Group Inc. (MKL) in their 13F filings, up 67 from Q1 2024. 105 opened new positions and 41 sold out. The largest holders were Vanguard Group Inc. ($1.8B), BlackRock Inc. ($1.2B) and Principal Financial Group Inc. ($875.7M). 12 famous investors held it, including Francois Rochon (2.8% of Giverny Capital's portfolio), Tom Russo (0.2% of Gardner Russo & Quinn's portfolio) and Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio).
- Company
- Markel Group Inc.
- CUSIP
- 570535104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 105 | $149.7M |
| Exits | 41 | $32.4M |
All 13F filers, Q1 2024 → Q2 2024: 312,650 shares bought and 423,454 shares sold, net −110,804 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 811 holders
| Vanguard Group Inc. | 0.04% | Reduce -0.9% | 1,160,783 | $1.8B |
| BlackRock Inc. | 0.03% | Add +0.1% | 750,013 | $1.2B |
| Principal Financial Group Inc. | 0.52% | Reduce -1.0% | 555,753 | $875.7M |
| Morgan Stanley | 0.06% | Reduce -1.3% | 516,344 | $813.6M |
| State Street Corp. | 0.02% | Add +2.8% | 315,837 | $497.7M |
| Davis Selected Advisers | 2.63% | Add +0.3% | 287,061 | $452.3M |
| Baillie Gifford & Co. | 0.33% | Reduce -1.4% | 268,746 | $423.5M |
| Boston Partners | 0.47% | Add +10.7% | 237,427 | $374.1M |
| Wellington Management Group LLP | 0.07% | Reduce -4.9% | 234,550 | $369.6M |
| DAVENPORT & Co LLC | 2.05% | Add +0.6% | 205,082 | $323.2M |
| Geode Capital Management, LLC | 0.03% | Add +0.7% | 198,800 | $312.6M |
| T. Rowe Price Investment Management, Inc. | 0.15% | Add +0.2% | 154,060 | $242.7M |
| Norges Bank | 0.04% | Reduce -0.4% | 150,083 | $236.5M |
| Bank of America Corp. | 0.02% | Add +1.0% | 141,129 | $222.4M |
| Dimensional Fund Advisors LP | 0.05% | Add +4.9% | 113,556 | $178.9M |
| DF Dent & Co. Inc. | 2.26% | Reduce -4.1% | 111,143 | $175.1M |
| First Manhattan Co. Llc. | 0.56% | Add +0.1% | 110,212 | $173.7M |
| Scharf Investments, LLC | 4.80% | Reduce -13.3% | 106,706 | $168.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +39.8% | 97,565 | $153.7M |
| Mackenzie Financial Corp. | 0.23% | Reduce -25.9% | 97,343 | $153.4M |
| Northern Trust Corp. | 0.02% | Add +6.7% | 91,165 | $143.6M |
| Douglass Winthrop Advisors, LLC | 2.93% | Reduce -0.3% | 91,149 | $143.6M |
| Fenimore Asset Management Inc | 3.07% | Add +0.5% | 88,839 | $140.0M |
| Van Lanschot Kempen Investment Management N.V. | 1.50% | Add +15.4% | 85,247 | $134.3M |
| Legal & General Group Plc | 0.04% | Reduce -3.3% | 84,270 | $132.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.31% | Reduce -3.6% | 82,348 | $129.8M |
| Polar Capital Holdings Plc | 0.77% | Add +2.8% | 81,750 | $128.8M |
| Barr E S & Co. | 8.13% | Reduce -1.2% | 78,681 | $124.0M |
| Fort Washington Investment Advisors Inc. | 0.80% | Reduce -0.4% | 77,818 | $122.6M |
| Check Capital Management Inc. | 8.91% | Add +0.2% | 77,338 | $121.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.46% | Reduce -5.3% | 71,331 | $120.6M |
| HighTower Advisors, LLC | 0.17% | Add +1.9% | 70,338 | $110.9M |
| Jennison Associates LLC | 0.07% | Reduce -8.3% | 69,944 | $110.2M |
| Avenir Corp. | 10.60% | Reduce -14.3% | 69,263 | $109.1M |
| California Public Employees Retirement System | 0.08% | Reduce -18.8% | 66,178 | $104.3M |
| Wells Fargo & Company | 0.03% | Reduce -3.3% | 65,438 | $103.1M |
| Epoch Investment Partners, Inc. | 0.43% | Reduce -3.3% | 59,306 | $93.4M |
| Graham Holdings Co Master Retirement Trust | 15.26% | No change | 58,008 | $91.4M |
| Cooke & Bieler LP | 0.87% | Reduce -0.1% | 57,465 | $90.5M |
| Graham Holdings Co | 10.74% | No change | 55,430 | $87.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.0% | 54,952 | $86.6M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -1.8% | 53,107 | $83.7M |
| CANADA LIFE ASSURANCE Co | 0.15% | Reduce -26.2% | 50,011 | $78.8M |
| Bank of New York Mellon Corp | 0.01% | Add +3.0% | 49,684 | $78.3M |
| APG Asset Management N.V. | 0.13% | Reduce -9.9% | 50,016 | $73.5M |
| Thompson Siegel & Walmsley LLC | 1.17% | Reduce -22.7% | 46,081 | $72.6M |
| TD Asset Management Inc | 0.06% | Add +0.1% | 43,325 | $68.3M |
| Anchor Capital Advisors LLC | 1.90% | Reduce -4.8% | 42,947 | $67.7M |
| Giverny Capital | 2.76% | Reduce -48.5% | 41,471 | $65.3M |
| Marathon Asset Management Ltd | 1.98% | Reduce -5.7% | 40,099 | $63.2M |
| Royal Bank of Canada | 0.01% | Reduce -0.4% | 39,437 | $62.1M |
| Swiss National Bank | 0.04% | Reduce -1.9% | 38,820 | $61.2M |
| Confluence Investment Management LLC | 0.88% | Reduce -3.5% | 38,667 | $60.9M |
| Steginsky Capital LLC | 13.96% | Add +0.4% | 38,575 | $60.8M |
| Broad Run Investment Management, LLC | 7.69% | Reduce -14.2% | 35,645 | $56.2M |
| Invesco Ltd. | 0.01% | Add +98.5% | 35,199 | $55.5M |
| Davis Asset Management, L.P. | 2.48% | No change | 35,000 | $55.1M |
| UBS Group AG | 0.02% | Reduce -6.9% | 32,285 | $50.9M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -1.6% | 31,304 | $49.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +4.7% | 31,067 | $49.0M |
| Beck Mack & Oliver LLC | 1.00% | Reduce -2.3% | 30,623 | $48.3M |
| AQR Capital Management | 0.07% | Reduce -21.3% | 29,815 | $47.0M |
| Capco Asset Management, LLC | 10.72% | Add +1.5% | 28,764 | $45.3M |
| Alta Capital Management LLC/ | 2.84% | Reduce -5.4% | 28,649 | $45.1M |
| Raymond James & Associates | 0.03% | Add +3.6% | 28,334 | $44.6M |
| Sather Financial Group Inc | 3.09% | Add +8.0% | 28,293 | $44.6M |
| Quilter Plc | 0.99% | Add +12.5% | 27,897 | $44.0M |
| Greenbrier Partners Capital Management, LLC | 3.57% | No change | 27,456 | $43.3M |
| Amundi | 0.02% | Add +50.8% | 25,742 | $39.8M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -9.2% | 25,213 | $39.7M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +10.8% | 24,663 | $38.9M |
| Qube Research & Technologies Ltd | 0.07% | Reduce -12.6% | 22,909 | $36.1M |
| Greenlea Lane Capital Management, LLC | 9.79% | Add +2.8% | 22,760 | $35.9M |
| D. E. Shaw & Co. | 0.05% | Add +91.2% | 22,341 | $35.2M |
| Country Trust Bank | 0.85% | Reduce -0.1% | 21,234 | $33.5M |
| Barclays PLC | 0.02% | Reduce -1.1% | 20,898 | $32.9M |
| First Trust Advisors LP | 0.03% | Add +9.7% | 20,856 | $32.9M |
| Lafayette Investments, Inc. | 7.33% | Add +0.2% | 20,459 | $32.2M |
| California State Teachers Retirement System | 0.04% | Add +8.8% | 20,402 | $32.1M |
| National Pension Service | 0.04% | Add +2.1% | 19,997 | $31.5M |
| Pinnacle Associates Ltd. | 0.48% | Add +0.4% | 19,378 | $30.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -28.9% | 19,311 | $30.4M |
| Deutsche Bank AG | 0.01% | Reduce -14.7% | 18,813 | $29.6M |
| Mraz, Amerine & Associates, Inc. | 5.98% | Add +1.1% | 18,453 | $29.1M |
| Cobblestone Capital Advisors LLC | 1.77% | Add +0.2% | 18,260 | $28.8M |
| Sprucegrove Investment Management Ltd. | 1.48% | Add +0.9% | 18,182 | $28.6M |
| Martingale Asset Management L P | 0.62% | Reduce -1.3% | 18,154 | $28.6M |
| Lincoln Capital LLC | 6.34% | Reduce -0.7% | 18,045 | $28.4M |
| Renaissance Technologies | 0.05% | Add +38.9% | 17,781 | $28.0M |
| Focus Partners Wealth | 0.09% | Add +96.5% | 17,564 | $27.7M |
| Rhumbline Advisers | 0.03% | Reduce -0.3% | 17,276 | $27.2M |
| Los Angeles Capital Management LLC | 0.09% | Add +0.2% | 15,751 | $24.8M |
| Citadel Investment Advisory, Inc. | 14.11% | Reduce -0.2% | 15,714 | $24.8M |
| Janus Henderson Group PLC | 0.01% | Add +10.8% | 15,467 | $24.4M |
| Truist Financial Corp. | 0.04% | Reduce -14.7% | 15,420 | $24.3M |
| Russell Investments Group, Ltd. | 0.04% | Reduce -14.1% | 14,961 | $23.6M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -24.0% | 14,265 | $22.5M |
| Heritage Wealth Advisors | 0.98% | Reduce -1.4% | 13,847 | $21.8M |
| HSBC Holdings PLC | 0.01% | Reduce -14.6% | 13,711 | $21.6M |
| Natixis Advisors, LLC | 0.04% | Reduce -7.0% | 12,894 | $20.3M |
| FMR LLC | 0.00% | Reduce -31.1% | 12,824 | $20.2M |
| Select Equity Group, L.P. | 0.08% | Reduce -76.0% | 12,662 | $20.0M |
| Poehling Capital Management, INC. | 5.29% | Add +3.5% | 12,264 | $19.3M |
| Skandinaviska Enskilda Banken AB (publ) | 0.09% | Reduce -10.0% | 11,520 | $18.2M |
| Seizert Capital Partners, LLC | 0.88% | Reduce -6.1% | 11,273 | $17.8M |
| Banyan Capital Management, Inc. | 10.27% | Reduce -0.8% | 10,788 | $17.0M |
| PYA Waltman Capital, LLC | 6.05% | Reduce -0.6% | 10,459 | $16.5M |
| Wedge Capital Management L L P | 0.29% | Reduce -24.5% | 10,268 | $16.2M |
| GMO | 0.05% | Reduce -9.8% | 10,165 | $16.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -12.1% | 10,139 | $16.0M |
| Millennium Management | 0.01% | New | 9,932 | $15.6M |
| Marshall Wace, LLP | 0.02% | New | 9,898 | $15.6M |
| Assenagon Asset Management S.A. | 0.04% | Add +6.0% | 9,884 | $15.6M |
| Gardner Russo & Quinn | 0.16% | Reduce -1.8% | 9,619 | $15.2M |
| Citigroup Inc. | 0.01% | Reduce -5.2% | 9,515 | $15.0M |
| New York State Common Retirement Fund | 0.02% | Reduce -6.0% | 9,494 | $15.0M |
| CI Investments Inc. | 0.06% | Reduce -18.4% | 9,319 | $14.7M |
| Citadel Advisors | 0.01% | New | 9,227 | $14.5M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -27.1% | 9,174 | $14.5M |
| Motley Fool Wealth Management, LLC | 0.73% | Add +1.9% | 9,077 | $14.3M |
| Tudor Investment Corporation | 0.16% | Reduce -19.9% | 9,007 | $14.2M |
| American Century Companies Inc. | 0.01% | Add +115.7% | 8,895 | $14.0M |
| Smith Salley Wealth Management | 1.00% | Add +6.5% | 8,855 | $14.0M |
| Illinois Municipal Retirement Fund | 0.21% | Add +7.3% | 8,810 | $13.9M |
| Blair William & Co. | 0.04% | Reduce -8.7% | 8,702 | $13.7M |
| Hutchinson Capital Management | 2.80% | Add +0.3% | 8,682 | $13.7M |
| First National Bank of Omaha | 0.87% | Add +3.4% | 8,398 | $13.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.6% | 8,382 | $13.2M |
| Snyder Capital Management L P | 0.29% | Reduce -1.8% | 8,291 | $13.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +7.8% | 8,189 | $12.9M |
| Treasurer of the State of North Carolina | 0.05% | Add +5.9% | 8,181 | $12.9M |
| GAM Holding AG | 0.97% | Reduce -0.0% | 8,026 | $12.6M |
| Fuller & Thaler Asset Management, Inc. | 0.05% | Add +5.6% | 7,990 | $12.6M |
| Mercer Global Advisors Inc. | 0.03% | Add +48.6% | 7,982 | $12.6M |
| Kirr Marbach & Co. LLC | 3.02% | No change | 7,977 | $12.6M |
| Captrust Financial Advisors | 0.04% | Reduce -4.2% | 7,775 | $12.3M |
| Lathrop Investment Management Co. | 2.36% | Reduce -1.4% | 7,668 | $12.1M |
| Rheos Capital Works Inc. | 0.62% | No change | 7,500 | $11.8M |
| Point72 Asset Management | 0.04% | New | 7,310 | $11.5M |
| State of Wisconsin Investment Board | 0.03% | Add +2.1% | 7,190 | $11.3M |
| Sei Investments Co. | 0.02% | Add +65.6% | 7,133 | $11.2M |
| Brown Advisory Inc. | 0.01% | Add +635.0% | 6,865 | $10.8M |
| Lighthouse Investment Partners, LLC | 0.60% | New | 6,801 | $10.7M |
| Ameriprise Financial Inc. | 0.00% | Add +1.5% | 6,637 | $10.5M |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 0.12% | — | 6,545 | $10.3M |
| Cheviot Value Management, LLC | 2.00% | Add +4.2% | 6,491 | $10.2M |
| Roundview Capital LLC | 0.80% | Add +1.7% | 6,450 | $10.2M |
| Regency Capital Management Inc.\DE | 6.39% | Add +5.1% | 6,304 | $9.9M |
| Live Oak Private Wealth LLC | 1.68% | Reduce -0.1% | 6,212 | $9.8M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -3.0% | 6,094 | $9.6M |
| Brandywine Global Investment Management, LLC | 0.07% | Reduce -0.1% | 6,024 | $9.5M |
| BNP Paribas Financial Markets | 0.01% | Reduce -11.1% | 5,980 | $9.4M |
| Frontier Capital Management Co. LLC | 0.09% | New | 5,955 | $9.4M |
| Ensign Peak Advisors, Inc | 0.02% | Add +7.2% | 5,747 | $9.1M |
| Seneca House Advisors | 3.91% | Add +4.7% | 5,719 | $9.0M |
| JCP Investment Management, LLC | 10.05% | New | 5,706 | $9.0M |
| Danske Bank A/S | 0.03% | Reduce -9.8% | 5,624 | $8.9M |
| Teacher Retirement System of Texas | 0.05% | Reduce -26.1% | 5,579 | $8.8M |
| Victory Capital Management Inc. | 0.01% | Reduce -0.9% | 5,545 | $8.7M |
| PGGM Investments | 0.12% | No change | 5,472 | $8.6M |
| Man Group plc | 0.02% | Reduce -9.9% | 5,394 | $8.5M |
| LPL Financial LLC | 0.00% | Add +11.1% | 5,358 | $8.4M |
| Redmond Asset Management, LLC | 2.76% | Reduce -4.5% | 5,329 | $8.4M |
| Solidarity Wealth, LLC | 2.51% | Add +4.0% | 5,239 | $8.3M |
| Cibc World Market Inc. | 0.02% | Reduce -6.8% | 5,163 | $8.1M |
| Storebrand Asset Management As | 0.03% | Add +0.8% | 5,138 | $8.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +13.7% | 5,100 | $8.0M |
| Royal London Asset Management Ltd. | 0.02% | Reduce -1.8% | 5,091 | $8.0M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -7.9% | 5,046 | $8.0M |
| Franklin Resources Inc. | 0.00% | Reduce -0.6% | 5,044 | $7.9M |
| Creative Planning | 0.01% | Add +4.7% | 5,035 | $7.9M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -33.5% | 4,963 | $7.8M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -2.7% | 4,896 | $7.7M |
| Resona Asset Management Co.,Ltd. | 0.05% | Reduce -5.6% | 4,890 | $7.7M |
| Chapman Investment Management, LLC | 5.72% | Reduce -3.9% | 4,773 | $7.5M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -4.1% | 4,680 | $7.4M |
| Stifel Financial Corp. | 0.01% | Add +5.9% | 4,529 | $7.1M |
| Gateway Investment Advisers LLC | 0.08% | Add +19.8% | 4,486 | $7.1M |
| Susquehanna International Group, LLP | 0.01% | Add +439.3% | 4,465 | $7.0M |
| Great Lakes Advisors, LLC | 0.06% | New | 4,317 | $6.8M |
| Lowe Brockenbrough & Co. Inc. | 0.45% | Reduce -0.1% | 4,294 | $6.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.9% | 4,269 | $6.7M |
| Marex Group Ltd | 0.17% | No change | 4,094 | $6.5M |
| Andra AP-fonden | 0.11% | Add +14.8% | 4,030 | $6.3M |
| Jane Street Group, LLC | 0.01% | Add +312.7% | 4,007 | $6.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.3% | 3,999 | $6.3M |
| Cerity Partners LLC | 0.02% | Reduce -18.5% | 3,915 | $6.2M |
| Clear Harbor Asset Management, LLC | 0.53% | Add +1.3% | 3,849 | $6.1M |
| State of Alaska, Department of Revenue | 0.07% | Add +100.9% | 3,763 | $5.9M |
| Bank of Montreal | 0.00% | Reduce -0.8% | 3,631 | $5.7M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +0.2% | 3,616 | $5.7M |
| Arizona State Retirement System | 0.04% | Reduce -0.9% | 3,602 | $5.7M |
| Montag A & Associates Inc. | 0.28% | No change | 3,562 | $5.6M |
| Court Place Advisors, LLC | 1.74% | Add +2.0% | 3,516 | $5.5M |
| Hantz Financial Services, Inc. | 0.11% | Reduce -3.8% | 3,497 | $5.5M |
| Squarepoint Ops LLC | 0.02% | Add +43.9% | 3,401 | $5.4M |
| Pinebridge Investments, L.P. | 0.04% | New | 3,351 | $5.3M |
| GHP Investment Advisors, Inc. | 0.26% | Add +2.0% | 3,345 | $5.3M |
| Alpha Omega Wealth Management LLC | 1.00% | Add +0.8% | 3,318 | $5.2M |
| Voya Investment Management LLC | 0.01% | Add +103.8% | 3,216 | $5.1M |
| Evergreen Wealth Management, LLC | 3.32% | No change | 3,183 | $5.0M |
| Annandale Capital, LLC | 1.02% | No change | 3,118 | $4.9M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -64.5% | 3,113 | $4.8M |
| Weil Company, Inc. | 1.75% | Add +155.4% | 3,049 | $4.8M |
| Townsquare Capital LLC | 0.06% | Add +1.7% | 2,970 | $4.7M |
| GoodHaven Capital Management, LLC | 1.73% | Add +0.5% | 2,940 | $4.6M |
| Neville Rodie & Shaw Inc. | 0.35% | Reduce -13.2% | 2,925 | $4.6M |
| Berkeley, Inc | 2.85% | Add +20.5% | 2,908 | $4.6M |
| Corient Private Wealth LP | 0.01% | Add +0.1% | 2,904 | $4.6M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.05% | Add +14.8% | 2,902 | $4.6M |
| Ellsworth Advisors, LLC | 1.27% | Add +2.9% | 2,896 | $4.6M |
| Hudson Value Partners, LLC | 1.91% | Reduce -1.8% | 2,872 | $4.5M |
| Florida Trust Wealth Management Co | 0.15% | Reduce -1.0% | 2,797 | $4.4M |
| Mariner, LLC | 0.01% | Add +6.6% | 2,739 | $4.3M |
| Handelsbanken Fonder AB | 0.02% | Reduce -41.4% | 2,664 | $4.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +12.0% | 2,652 | $4.2M |
| Needham Investment Management LLC | 0.34% | Add +20.4% | 2,650 | $4.2M |
| Buttonwood Financial Advisors Inc. | 1.96% | Add +3.0% | 2,639 | $4.2M |
| Ervin Investment Management, LLC | 2.82% | Reduce -3.0% | 2,578 | $4.1M |
| CenterBook Partners LP | 0.25% | New | 2,555 | $4.0M |
| Greenline Partners, LLC | 0.61% | New | 2,554 | $4.0M |
| Horizon Kinetics Asset Management LLC | 0.07% | Reduce -0.1% | 2,551 | $4.0M |
| Chemistry Wealth Management LLC | 1.03% | Add +2.8% | 2,529 | $4.0M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.02% | Add +59.1% | 2,511 | $4.0M |
| Watchman Group, Inc. | 1.26% | Add +0.8% | 2,496 | $3.9M |
| Pathstone Holdings, LLC | 0.02% | Add +2.4% | 2,487 | $3.9M |
| Schwartz Investment Counsel Inc. | 0.14% | No change | 2,485 | $3.9M |
| Henshaw Capital LLC | 0.18% | No change | 2,476 | $3.9M |
| Curi Capital, LLC | 0.09% | Reduce -0.4% | 2,469 | $3.9M |
| Baird Financial Group, Inc. | 0.01% | Add +3.7% | 2,439 | $3.8M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +21.4% | 2,435 | $3.8M |
| USS Investment Management Ltd | 0.03% | Add +5.0% | 2,434 | $3.8M |
| Parallel Advisors, LLC | 0.10% | Add +16.1% | 2,428 | $3.8M |
| US Bancorp \de | 0.01% | Add +0.6% | 2,404 | $3.8M |
| IFM Investors Pty Ltd | 0.04% | No change | 2,351 | $3.7M |
| East Coast Asset Management, LLC. | 1.34% | Reduce -0.6% | 2,337 | $3.7M |
| Korea Investment CORP | 0.01% | Reduce -43.2% | 2,331 | $3.7M |
| DNB Asset Management AS | 0.02% | Add +1.8% | 2,310 | $3.6M |
| Centaurus Financial, Inc. | 0.24% | Reduce -0.8% | 2,263 | $3.6M |
| Blue Zone Wealth Advisors, LLC | 1.21% | Reduce -1.8% | 2,228 | $3.5M |
| Liontrust Investment Partners LLP | 0.05% | No change | 2,215 | $3.5M |
| National Bank of Canada | 0.01% | Reduce -4.9% | 2,218 | $3.5M |
| NWF Advisory Services Inc. | 0.55% | Add +2.1% | 2,184 | $3.4M |
| Systematic Financial Management LP | 0.10% | Reduce -0.6% | 2,139 | $3.4M |
| Utah Retirement Systems | 0.04% | Reduce -6.4% | 2,133 | $3.4M |
| Tredje AP-fonden | 0.03% | Reduce -1.5% | 2,079 | $3.3M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -6.7% | 2,067 | $3.3M |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 0.20% | Reduce -11.8% | 2,050 | $3.2M |
| Ridgewood Investments LLC | 1.61% | Reduce -2.2% | 2,033 | $3.2M |
| True North Advisors, LLC | 0.85% | Add +11.2% | 2,020 | $3.2M |
| Canal Insurance CO | 0.83% | No change | 2,000 | $3.2M |
| Quadrature Capital Ltd | 0.05% | New | 1,995 | $3.1M |
| Fiduciary Group, LLC | 0.34% | Reduce -3.0% | 1,995 | $3.1M |
| Leuthold Group, LLC | 0.36% | Reduce -0.8% | 1,985 | $3.1M |
| Atria Investments, Inc | 0.04% | Reduce -2.1% | 1,964 | $3.1M |
| D.A. Davidson & Co. | 0.03% | Reduce -4.4% | 1,958 | $3.1M |
| Stansberry Asset Management, LLC | 0.43% | Add +1.2% | 1,935 | $3.0M |
| Swedbank AB | 0.00% | Add +19.4% | 1,932 | $3.0M |
| Aberdeen Group plc | 0.01% | Reduce -58.0% | 1,930 | $3.0M |
| English Capital Management LLC | 2.49% | No change | 1,891 | $3.0M |
| Schonfeld Strategic Advisors LLC | 0.02% | New | 1,872 | $2.9M |
| Ashton Thomas Securities, LLC | 0.70% | — | 1,865 | $2.9M |
| Richard Bernstein Advisors LLC | 0.06% | No change | 1,838 | $2.9M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -48.7% | 1,810 | $2.9M |
| Tidal Investments LLC | 0.04% | Reduce -3.2% | 1,807 | $2.8M |
| Salem Investment Counselors Inc. | 0.09% | Reduce -1.0% | 1,799 | $2.8M |
| Adalta Capital Management LLC | 1.54% | Add +1.4% | 1,793 | $2.8M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +2.9% | 1,786 | $2.8M |
| Sanctuary Advisors, LLC | 0.02% | — | 1,951 | $2.8M |
| American Capital Advisory, LLC | 1.99% | Add +2.6% | 1,961 | $2.8M |
| Cannell & Spears LLC | 0.06% | Add +0.8% | 1,727 | $2.7M |
| Public Sector Pension Investment Board | 0.02% | Reduce -3.8% | 1,719 | $2.7M |
| Comerica Bank | 0.01% | Reduce -54.3% | 1,706 | $2.7M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.30% | Add +13.5% | 1,685 | $2.7M |
| STRS Ohio | 0.01% | Reduce -0.7% | 1,681 | $2.6M |
| Silvercrest Asset Management Group LLC | 0.02% | No change | 1,663 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.0% | 1,653 | $2.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -7.4% | 1,639 | $2.6M |
| Glenview Trust Co | 0.05% | Reduce -5.8% | 1,621 | $2.6M |
| Forsta Ap-Fonden | 0.02% | Reduce -22.7% | 1,600 | $2.5M |
| Commerce Bank | 0.02% | Add +21.1% | 1,587 | $2.5M |
| Northstar Group, Inc. | 0.48% | Add +2.8% | 1,560 | $2.5M |
| Nebula Research & Development LLC | 0.39% | New | 1,539 | $2.4M |
| Fiduciary Alliance LLC | 0.39% | Reduce -0.6% | 1,535 | $2.4M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +0.9% | 1,531 | $2.4M |
| Amalgamated Bank | 0.02% | Add +106.3% | 1,527 | $2.4M |
| Federated Hermes, Inc. | 0.01% | No change | 1,518 | $2.4M |
| Beese Fulmer Investment Management, Inc. | 0.22% | Reduce -5.6% | 1,507 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -17.7% | 1,491 | $2.3M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -17.7% | 1,491 | $2.3M |
| Freedom Day Solutions, LLC | 0.79% | Add +6.3% | 1,475 | $2.3M |
| Xponance LLC | 0.02% | Add +15.9% | 1,463 | $2.3M |
| Kathleen S. Wright Associates Inc. | 1.06% | No change | 1,454 | $2.3M |
| First National Advisers, LLC | 0.42% | Reduce -11.4% | 1,457 | $2.3M |
| Cetera Investment Advisers | 0.01% | Add +16.0% | 1,453 | $2.3M |
| Y-Intercept (Hong Kong) Ltd | 0.12% | New | 1,436 | $2.3M |
| AlphaQuest LLC | 0.31% | Add +142700.0% | 1,428 | $2.3M |
| Modern Wealth Management, LLC | 0.17% | No change | 1,421 | $2.2M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -7.0% | 1,401 | $2.2M |
| Procyon Advisors, LLC | 0.16% | Add +5.4% | 1,386 | $2.2M |
| Harbor Investment Advisory, LLC | 0.22% | Add +1.1% | 1,340 | $2.1M |
| KBC Group NV | 0.01% | Reduce -10.0% | 1,335 | $2.1M |
| Texas Yale Capital Corp. | 0.10% | No change | 1,326 | $2.1M |
| Agf Management Ltd. | 0.01% | Reduce -30.9% | 1,325 | $2.1M |
| Toronto Dominion Bank | 0.00% | Reduce -18.8% | 1,275 | $2.0M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Add +20.9% | 1,257 | $2.0M |
| Pavion Blue Capital, LLC | 0.97% | Add +3.7% | 1,254 | $2.0M |
| Gold Investment Management Ltd. | 0.81% | Reduce -0.9% | 1,212 | $1.9M |
| Hilltop Holdings Inc. | 0.22% | Add +46.1% | 1,208 | $1.9M |
| Shelter Mutual Insurance Co | 0.49% | No change | 1,200 | $1.9M |
| Kensington Investment Counsel, LLC | 0.83% | Reduce -3.2% | 1,189 | $1.9M |
| Scotia Capital Inc. | 0.01% | Add +0.8% | 1,187 | $1.9M |
| Intrepid Capital Management Inc. | 1.19% | Add +3.2% | 1,185 | $1.9M |
| Virginia Wealth Management Group, Inc. | 1.69% | No change | 1,172 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.9% | 1,155 | $1.8M |
| Southeast Asset Advisors, LLC | 0.22% | No change | 1,156 | $1.8M |
| Salvus Wealth Management, LLC | 1.24% | Reduce -2.0% | 1,147 | $1.8M |
| Schroder Investment Management Group | 0.00% | No change | 1,139 | $1.8M |
| Sepio Capital, LP | 0.16% | Reduce -1.3% | 1,137 | $1.8M |
| Wealthfront Advisers LLC | 0.01% | Add +60.7% | 1,130 | $1.8M |
| Gotham Asset Management | 0.02% | Add +113.0% | 1,101 | $1.7M |
| Lawson Kroeker Investment Management Inc. | 0.33% | Reduce -1.8% | 1,098 | $1.7M |
| Gulf International Bank (UK) Ltd | 0.04% | Add +1.7% | 1,069 | $1.7M |
| First Hawaiian Bank | 0.05% | Reduce -3.4% | 1,031 | $1.6M |
| M&T Bank Corp | 0.01% | Reduce -3.9% | 1,029 | $1.6M |
| Holocene Advisors, LP | 0.01% | Reduce -78.7% | 1,018 | $1.6M |
| Bayesian Capital Management, LP | 0.18% | New | 1,013 | $1.6M |
| King Luther Capital Management Corp. | 0.01% | Reduce -29.5% | 1,010 | $1.6M |
| Maryland State Retirement & Pension System | 0.03% | No change | 1,003 | $1.6M |
| Epacria Capital Partners, LLC | 1.12% | No change | 961 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +1.6% | 959 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +46.4% | 956 | $1.5M |
| Allianz Asset Management GmbH | 0.00% | Reduce -27.4% | 951 | $1.5M |
| Aviva PLC | 0.00% | Add +85.3% | 930 | $1.5M |
| Nordea Investment Management AB | 0.00% | Add +7.2% | 919 | $1.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +1.1% | 910 | $1.4M |
| MBB Public Markets I LLC | 0.03% | New | 899 | $1.4M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -55.5% | 896 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -2.3% | 889 | $1.4M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -0.2% | 884 | $1.4M |
| Daiwa Securities Group Inc. | 0.01% | Add +1.1% | 880 | $1.4M |
| Choreo, LLC | 0.02% | Add +62.0% | 873 | $1.4M |
| Lecap Asset Management Ltd. | 0.30% | Add +201.7% | 872 | $1.4M |
| Mgo One Seven LLC | 0.06% | Reduce -14.4% | 864 | $1.4M |
| Bank of Nova Scotia | 0.00% | Reduce -1.9% | 859 | $1.4M |
| Pensionfund Sabic | 0.39% | No change | 850 | $1.3M |
| Redwood Investment Management, LLC | 0.11% | New | 885 | $1.3M |
| Ethic Inc. | 0.03% | Add +13.7% | 837 | $1.3M |
| Macquarie Group Ltd. | 0.00% | Add +9.9% | 819 | $1.3M |
| Prana Capital Management, LP | 0.06% | New | 813 | $1.3M |
| MML Investors Services, LLC | 0.01% | Reduce -1.5% | 811 | $1.3M |
| Tsai Capital Corp | 1.25% | Add +46.3% | 803 | $1.3M |
| Keybank National Association | 0.01% | Reduce -1.3% | 791 | $1.2M |
| RKL Wealth Management LLC | 0.12% | No change | 778 | $1.2M |
| RFG Advisory, LLC | 0.04% | No change | 778 | $1.2M |
| Panagora Asset Management Inc. | 0.01% | No change | 776 | $1.2M |
| Hills Bank & Trust Co | 0.10% | Reduce -5.6% | 772 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Add +5.6% | 770 | $1.2M |
| Ostrum Asset Management | 0.11% | Reduce -7.0% | 769 | $1.2M |
| Rathbones Group PLC | 0.01% | Add +15.8% | 761 | $1.2M |
| MAI Capital Management | 0.01% | Add +6.7% | 760 | $1.2M |
| TD Private Client Wealth LLC | 0.04% | Reduce -4.4% | 755 | $1.2M |
| Compass Ion Advisors, LLC | 0.17% | No change | 778 | $1.2M |
| Ancora Advisors LLC | 0.03% | Reduce -0.9% | 751 | $1.2M |
| Solitude Financial Services | 0.55% | New | 750 | $1.2M |
| Main Street Financial Solutions, LLC | 0.11% | Reduce -13.4% | 749 | $1.2M |
| Aurora Investment Counsel | 0.69% | Reduce -10.4% | 746 | $1.2M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.33% | Reduce -1.5% | 739 | $1.2M |
| Hunter Associates Investment Management LLC | 0.20% | Add +161.3% | 737 | $1.2M |
| Prudential PLC | 0.01% | Reduce -5.6% | 738 | $1.2M |
| Principle Wealth Partners LLC | 0.09% | No change | 737 | $1.2M |
| Nisa Investment Advisors, LLC | 0.01% | No change | 730 | $1.2M |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 729 | $1.1M |
| Prudential Financial Inc. | 0.00% | Reduce -3.8% | 729 | $1.1M |
| Intech Investment Management LLC | 0.01% | Reduce -4.0% | 728 | $1.1M |
| Hi-Line Capital Management, LLC | 0.48% | New | 722 | $1.1M |
| Alaska Permanent Fund Corp | 0.02% | Add +0.6% | 683 | $1.1M |
| Cibc World Markets Corp. | 0.01% | Add +30.7% | 707 | $1.1M |
| Candriam S.C.A. | 0.01% | Reduce -22.4% | 703 | $1.1M |
| Trust Co. of Vermont | 0.06% | Add +13.6% | 701 | $1.1M |
| Credit Agricole S A | 0.01% | Add +194.9% | 699 | $1.1M |
| Principal Securities, Inc. | 0.03% | Reduce -6.0% | 690 | $1.1M |
| Fi3 FINANCIAL ADVISORS, LLC | 0.48% | Reduce -0.4% | 687 | $1.1M |
| Fruth Investment Management | 0.29% | No change | 685 | $1.1M |
| Horst & Graben Wealth Management LLC | 0.20% | No change | 676 | $1.1M |
| Quantinno Capital Management LP | 0.02% | Add +3.1% | 673 | $1.1M |
| Savant Capital, LLC | 0.01% | Add +122.2% | 651 | $1.0M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +23.4% | 648 | $1.0M |
| Resonant Capital Advisors, LLC | 0.08% | Add +7.4% | 641 | $1.0M |
| Machina Capital S.A.S. | 0.44% | New | 628 | $990K |
| Brevan Howard Capital Management LP | 0.07% | New | 623 | $982K |
| Karpas Strategies, LLC | 0.31% | Reduce -5.8% | 620 | $977K |
| London Co. of Virginia | 0.01% | No change | 607 | $956K |
| Investment Management Corp of Ontario | 0.03% | Reduce -73.6% | 601 | $947K |
| Shelter Ins Retirement Plan | 1.26% | No change | 600 | $945K |
| Encompass Wealth Advisors, LLC | 0.25% | No change | 600 | $945K |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.5% | 623 | $933K |
| Carmel Capital Partners, LLC | 0.39% | Add +0.9% | 589 | $928K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.7% | 587 | $925K |
| Arax Advisory Partners | 0.09% | Add +16.8% | 585 | $922K |
| HB Wealth Management, LLC | 0.01% | Add +14.3% | 584 | $920K |
| Smithfield Trust Co | 0.05% | Reduce -0.3% | 582 | $918K |
| Clearstead Advisors, LLC | 0.02% | Add +2208.0% | 577 | $909K |
| Virtus Advisers, LLC | 0.44% | New | 572 | $901K |
| Parisi Gray Wealth Management | 0.32% | Add +5.3% | 572 | $901K |
| Founders Capital Management, LLC | 0.16% | Reduce -12.1% | 568 | $895K |
| Caprock Group, LLC | 0.04% | New | 567 | $893K |
| Verdence Capital Advisors LLC | 0.08% | Reduce -2.4% | 562 | $886K |
| Tributary Capital Management, LLC | 0.07% | Reduce -1.6% | 561 | $884K |
| Atlanta Consulting Group Advisors, LLC | 0.19% | No change | 558 | $879K |
| Stephens Inc. | 0.01% | Add +0.2% | 558 | $879K |
| Advisory Services Network, LLC | 0.02% | No change | 551 | $868K |
| Lakewood Asset Management LLC | 0.58% | Add +1.0% | 528 | $832K |
| Arete Wealth Advisors, LLC | 0.07% | New | 530 | $831K |
| Waverly Advisors, LLC | 0.02% | Add +0.4% | 521 | $821K |
| Central Pacific Bank - Trust Division | 0.10% | No change | 514 | $810K |
| Bessemer Group Inc. | 0.00% | Reduce -18.6% | 511 | $805K |
| Royal Fund Management, LLC | 0.11% | Reduce -1.2% | 510 | $804K |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -5.6% | 509 | $802K |
| Neuberger Berman Group LLC | 0.00% | No change | 508 | $800K |
| Campbell & CO Investment Adviser LLC | 0.07% | New | 503 | $793K |
| Ruffer LLP | 0.03% | Reduce -44.4% | 500 | $788K |
| Sage Capital Advisors,llc | 0.23% | No change | 500 | $788K |
| Avalon Trust Co | 0.06% | No change | 500 | $788K |
| Financial Security Advisor, Inc. | 0.25% | Reduce -6.6% | 466 | $734K |
| Metis Global Partners, LLC | 0.03% | Add +3.1% | 466 | $734K |
| Mission Wealth Management, LP | 0.02% | Reduce -0.7% | 461 | $726K |
| Vinva Investment Management Ltd | 0.04% | New | 459 | $725K |
| OMERS ADMINISTRATION Corp | 0.01% | New | 457 | $720K |
| Raymond James Trust N.A. | 0.02% | Reduce -0.4% | 453 | $714K |
| Laird Norton Wetherby Wealth Management, LLC | 0.03% | Add +0.5% | 450 | $709K |
| Perigon Wealth Management, LLC | 0.02% | Add +0.5% | 447 | $704K |
| CIBC Asset Management Inc | 0.00% | Add +2.5% | 446 | $703K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -46.7% | 445 | $701K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 441 | $695K |
| Gilbert & Cook, Inc. | 0.10% | Reduce -13.6% | 440 | $693K |
| Brave Asset Management Inc. | 0.18% | No change | 439 | $692K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.5% | 429 | $676K |
| Quadcap Wealth Management, LLC | 0.12% | Reduce -3.0% | 424 | $668K |
| Intrinsic Value Partners, LLC | 0.69% | No change | 422 | $665K |
| Y.D. More Investments Ltd | 0.07% | New | 420 | $662K |
| SG Americas Securities, LLC | 0.00% | Reduce -63.5% | 418 | $659K |
| Oak Grove Capital LLC | 0.17% | Add +22.4% | 410 | $646K |
| MainStreet Investment Advisors LLC | 0.08% | Reduce -0.3% | 407 | $641K |
| Linden Thomas Advisory Services, LLC | 0.10% | Add +1.0% | 405 | $638K |
| ExodusPoint Capital Management, LP | 0.01% | New | 404 | $637K |
| Harvest Investment Services, LLC | 0.25% | Reduce -17.5% | 401 | $632K |
| Calamos Wealth Management LLC | 0.03% | Reduce -20.0% | 400 | $630K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Reduce -1.7% | 398 | $627K |
| WealthPlan Investment Management, LLC | 0.09% | Add +68.0% | 393 | $619K |
| Caisse de depot et placement du Quebec | 0.00% | Reduce -40.8% | 389 | $613K |
| Spire Wealth Management | 0.02% | Reduce -1.5% | 389 | $613K |
| Engineers Gate Manager LP | 0.01% | New | 381 | $600K |
| Elgethun Capital Management | 0.15% | No change | 378 | $596K |
| Elevation Point Wealth Partners, LLC | 0.05% | No change | 377 | $594K |
| Vident Advisory, LLC | 0.02% | Add +2.5% | 373 | $588K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.10% | No change | 372 | $586K |
| MetLife Investment Management, LLC | 0.00% | Add +44.4% | 371 | $585K |
| Cross Staff Investments Inc | 0.49% | No change | 370 | $583K |
| Baxter Bros Inc. | 0.08% | Reduce -12.0% | 366 | $577K |
| Diversify Wealth Management, LLC | 0.07% | — | 376 | $568K |
| Intellectus Partners, LLC | 0.16% | Reduce -15.5% | 360 | $567K |
| Synovus Financial Corp. | 0.01% | No change | 358 | $564K |
| Ritholtz Wealth Management | 0.02% | Reduce -9.6% | 357 | $563K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -6.1% | 354 | $558K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.6% | 351 | $553K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +26.7% | 351 | $553K |
| Cumberland Partners Ltd | 0.04% | New | 350 | $551K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -5.9% | 350 | $551K |
| Glenmede Trust Co. NA | 0.00% | Add +13.2% | 344 | $542K |
| Dark Forest Capital Management LP | 0.10% | New | 343 | $540K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +1.8% | 342 | $539K |
| Madison Asset Management, LLC | 0.01% | Reduce -36.6% | 341 | $538K |
| Boyar Asset Management Inc. | 0.37% | Add +4.0% | 338 | $533K |
| Front Street Capital Management, Inc. | 0.10% | Add +13.0% | 348 | $532K |
| Conestoga Capital Advisors, LLC | 0.01% | Reduce -26.4% | 335 | $528K |
| Gsa Capital Partners LLP | 0.04% | Add +16.0% | 333 | $525K |
| Venturi Wealth Management, LLC | 0.03% | Reduce -1.8% | 333 | $525K |
| Blue Edge Capital, LLC | 0.09% | No change | 333 | $525K |
| Winthrop Advisory Group LLC | 0.07% | No change | 327 | $515K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -9.0% | 325 | $512K |
| Marks Group Wealth Management, Inc | 0.05% | Reduce -5.6% | 321 | $506K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -18.8% | 320 | $504K |
| Taylor Hoffman Wealth Management | 0.21% | No change | 320 | $504K |
| UniSuper Management Pty Ltd | 0.00% | Add +63.2% | 310 | $488K |
| Realta Investment Advisors | 0.10% | New | 309 | $487K |
| Citizens Financial Group Inc. | 0.01% | New | 309 | $487K |
| AdvisorNet Financial, Inc | 0.04% | Add +10.0% | 307 | $484K |
| Beacon Investment Advisors LLC | 0.25% | Add +1.7% | 304 | $479K |
| NBT Bank, N.A. | 0.03% | Reduce -18.7% | 304 | $479K |
| Resurgent Financial Advisors LLC | 0.30% | Add +10.2% | 303 | $477K |
| Siemens Fonds Invest GmbH | 0.04% | No change | 301 | $474K |
| Scientech Research LLC | 0.10% | New | 300 | $473K |
| Oxford Asset Management LLP | 0.47% | New | 297 | $468K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -21.3% | 292 | $460K |
| Aigen Investment Management, LP | 0.09% | New | 291 | $459K |
| Verition Fund Management LLC | 0.00% | New | 287 | $452K |
| Bay Rivers Group | 0.23% | Reduce -8.1% | 285 | $449K |
| Wallace Advisory Group, LLC | 0.32% | Reduce -1.8% | 280 | $441K |
| Leavell Investment Management, Inc. | 0.02% | Add +43.8% | 276 | $435K |
| Acima Private Wealth, LLC | 0.16% | No change | 276 | $435K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +69.3% | 276 | $435K |
| Dover Advisors, LLC | 0.27% | Add +1.1% | 275 | $433K |
| Avantax Advisory Services, Inc. | 0.00% | Add +42.9% | 273 | $430K |
| Buckingham Strategic Wealth, LLC | 0.00% | Reduce -20.9% | 272 | $429K |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -94.0% | 271 | $427K |
| Lodestone Wealth Management LLC | 0.22% | Reduce -1.5% | 269 | $424K |
| Wedbush Securities Inc. | 0.02% | Reduce -7.6% | 269 | $424K |
| Cadent Capital Advisors, LLC | 0.17% | No change | 269 | $424K |
| Crestmont Private Wealth LLC | 0.20% | Reduce -2.9% | 265 | $418K |
| Tritonpoint Wealth, LLC | 0.04% | No change | 265 | $417K |
| Point72 Hong Kong Ltd | 0.03% | New | 264 | $416K |
| Coldstream Capital Management Inc. | 0.01% | Add +1.1% | 263 | $414K |
| Sentry Investment Management LLC | 0.18% | Reduce -17.0% | 263 | $414K |
| Allen Investment Management, LLC | 0.01% | No change | 262 | $413K |
| Hara Capital LLC | 0.26% | Reduce -16.1% | 261 | $411K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +1.6% | 258 | $407K |
| Yousif Capital Management, LLC | 0.00% | Reduce -2.3% | 258 | $407K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -0.8% | 256 | $403K |
| MCF Advisors LLC | 0.03% | No change | 255 | $402K |
| &partners | 0.02% | New | 255 | $402K |
| Flagstone Financial Management | 0.15% | No change | 254 | $400K |
| Opal Wealth Advisors, LLC | 0.13% | Reduce -22.1% | 254 | $400K |
| QRG Capital Management, Inc. | 0.00% | Reduce -63.2% | 254 | $400K |
| Gilliland Jeter Wealth Management LLC | 0.13% | No change | 253 | $399K |
| Financial Advocates Investment Management | 0.02% | Add +2.5% | 251 | $395K |
| Trustmark Bank Trust Department | 0.03% | No change | 250 | $394K |
| Old National Bancorp | 0.01% | Reduce -11.1% | 249 | $392K |
| Norman Fields, Gottscho Capital Management, LLC | 0.14% | No change | 250 | $390K |
| Sebold Capital Management, Inc. | 0.27% | Add +0.4% | 247 | $389K |
| Park Avenue Securities LLC | 0.00% | No change | 246 | $388K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Add +0.8% | 243 | $383K |
| Virtu Financial LLC | 0.03% | Reduce -60.6% | 241 | $379K |
| Wambolt & Associates, LLC | 0.11% | No change | 240 | $378K |
| Dakota Wealth Management | 0.01% | Add +14.6% | 236 | $372K |
| FineMark National Bank & Trust | 0.01% | Reduce -4.1% | 235 | $370K |
| Vestcor Inc | 0.01% | No change | 234 | $369K |
| Worldquant Millennium Advisors LLC | 0.00% | New | 234 | $369K |
| Manchester Capital Management LLC | 0.04% | Add +12.0% | 233 | $367K |
| Haverford Trust Co | 0.00% | New | 233 | $367K |
| One Wealth Advisors, LLC | 0.08% | Reduce -10.5% | 238 | $362K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +65.9% | 229 | $361K |
| Ossiam | 0.01% | Add +3.7% | 226 | $356K |
| Independent Financial Group, LLC | 0.01% | New | 225 | $355K |
| Acadian Asset Management LLC | 0.00% | New | 225 | $353K |
| Manchester Financial Inc. | 0.09% | Reduce -4.3% | 221 | $348K |
| Versor Investments LP | 0.06% | New | 221 | $348K |
| IHT Wealth Management, LLC | 0.01% | Add +0.5% | 221 | $348K |
| nVerses Capital, LLC | 0.21% | New | 220 | $347K |
| Simplex Trading, LLC | 0.01% | New | 217 | $341K |
| Isthmus Partners, LLC | 0.04% | No change | 216 | $340K |
| Cwm, LLC | 0.00% | Add +0.5% | 215 | $339K |
| Avestar Capital, LLC | 0.04% | Reduce -68.2% | 214 | $337K |
| Daymark Wealth Partners, LLC | 0.02% | Add +10.4% | 212 | $334K |
| Fiduciary Financial Group, LLC | 0.08% | — | 207 | $333K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -5.8% | 211 | $332K |
| Parsons Capital Management Inc. | 0.02% | No change | 210 | $331K |
| Forum Financial Management, LP | 0.01% | Add +0.5% | 210 | $331K |
| Evercore Wealth Management, LLC | 0.01% | No change | 209 | $329K |
| Evergreen Capital Management LLC | 0.01% | No change | 206 | $325K |
| Equitable Trust Co. | 0.02% | Reduce -1.4% | 206 | $325K |
| Frank, Rimerman Advisors LLC | 0.02% | New | 200 | $315K |
| Aptus Capital Advisors, LLC | 0.01% | No change | 200 | $315K |
| Baker Tilly Wealth Management, LLC | 0.13% | Add +5.3% | 198 | $312K |
| Cresset Asset Management, LLC | 0.00% | Add +2.1% | 197 | $310K |
| Thompson Davis & Co., Inc. | 0.27% | New | 196 | $309K |
| AE Wealth Management LLC | 0.00% | Add +20.5% | 194 | $306K |
| Legacy Capital Wealth Partners, LLC | 0.08% | New | 194 | $306K |
| Heartwood Wealth Advisors LLC | 0.04% | No change | 194 | $306K |
| Motley Fool Asset Management LLC | 0.02% | Reduce -4.4% | 194 | $306K |
| Lido Advisors, LLC | 0.00% | Add +21.5% | 192 | $303K |
| Alhambra Investment Management LLC | 0.17% | Add +28.9% | 192 | $303K |
| Inlet Private Wealth, LLC | 0.08% | No change | 191 | $301K |
| Salomon & Ludwin, LLC | 0.03% | Reduce -50.3% | 191 | $301K |
| Greenleaf Trust | 0.00% | Reduce -0.5% | 191 | $301K |
| Jackson Hole Capital Partners, LLC | 0.07% | New | 190 | $299K |
| Howland Capital Management LLC | 0.01% | No change | 189 | $298K |
| Bleakley Financial Group, LLC | 0.01% | Add +13.2% | 189 | $298K |
| Simplicity Wealth,LLC | 0.01% | Add +13.2% | 189 | $298K |
| Qtron Investments LLC | 0.04% | Reduce -60.1% | 188 | $296K |
| Traphagen Investment Advisors LLC | 0.03% | No change | 188 | $296K |
| RMR Capital Management, LLC | 0.27% | No change | 186 | $293K |
| HighPoint Advisor Group LLC | 0.02% | No change | 176 | $290K |
| ORG Partners LLC | 0.04% | New | 184 | $290K |
| Centiva Capital, LP | 0.01% | New | 183 | $288K |
| Fidelis Capital Partners, LLC | 0.04% | Reduce -4.0% | 192 | $287K |
| Act Two Investors LLC | 0.06% | New | 182 | $287K |
| Guggenheim Capital LLC | 0.00% | Reduce -97.9% | 182 | $287K |
| Capital Asset Advisory Services LLC | 0.02% | No change | 184 | $286K |
| Epic Trust Investment Advisors, LLC | 0.31% | Add +4.6% | 181 | $285K |
| Northwest Quadrant Wealth Management, LLC | 0.07% | No change | 181 | $285K |
| Rakuten Investment Management, Inc. | 0.00% | Add +57.9% | 180 | $284K |
| AXA S.A. | 0.00% | Add +2.9% | 180 | $284K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +1.1% | 179 | $282K |
| Studio Investment Management LLC | 0.06% | Reduce -1.1% | 179 | $282K |
| Invictus Private Wealth, LLC | 0.02% | Reduce -13.2% | 178 | $280K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.3% | 176 | $277K |
| American Trust | 0.02% | New | 176 | $277K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -9.7% | 176 | $277K |
| Symmetry Partners, LLC | 0.01% | Reduce -17.4% | 176 | $277K |
| Am Investment Strategies LLC | 0.07% | No change | 175 | $276K |
| Snowden Capital Advisors LLC | 0.01% | Add +1.2% | 175 | $276K |
| Entropy Technologies, LP | 0.03% | Reduce -69.7% | 174 | $274K |
| Hunting Hill Global Capital, LLC | 0.13% | No change | 172 | $271K |
| Empowered Funds, LLC | 0.00% | Reduce -44.3% | 172 | $271K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 171 | $269K |
| Fifth Third Bancorp | 0.00% | Reduce -10.9% | 171 | $269K |
| Culbertson A N & Co. Inc. | 0.05% | No change | 170 | $268K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -54.9% | 170 | $264K |
| Inspire Investing, LLC | 0.03% | Reduce -42.8% | 167 | $263K |
| waypoint wealth counsel | 0.20% | No change | 166 | $262K |
| Marcum Wealth, LLC | 0.03% | Add +9.3% | 165 | $260K |
| Dimension Capital Management LLC | 0.05% | No change | 162 | $255K |
| Virtue Capital Management, LLC | 0.04% | New | 163 | $255K |
| Bridgewater Associates | 0.00% | New | 159 | $251K |
| SpiderRock Advisors, LLC | 0.01% | No change | 158 | $249K |
| Bremer Bank National Association | 0.05% | No change | 155 | $244K |
| Edgemoor Investment Advisors, Inc. | 0.02% | Reduce -7.2% | 154 | $243K |
| EP Wealth Advisors, LLC | 0.00% | New | 154 | $243K |
| Sunbelt Securities, Inc. | 0.02% | No change | 153 | $241K |
| Covestor Ltd | 0.15% | Reduce -17.7% | 149 | $235K |
| RAM Investment Partners, LLC | 0.07% | Reduce -28.9% | 148 | $233K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -3.9% | 147 | $232K |
| Mirabella Financial Services LLP | 0.02% | Reduce -28.6% | 145 | $228K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 144 | $226K |
| Accretive Wealth Partners, LLC | 0.09% | No change | 143 | $225K |
| Nicholas Hoffman & Company, LLC. | 0.01% | New | 143 | $225K |
| Wills Financial Group, Inc. | 0.10% | Reduce -9.6% | 142 | $224K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 142 | $224K |
| Signaturefd, LLC | 0.00% | Reduce -6.0% | 142 | $224K |
| OneDigital Investment Advisors LLC | 0.00% | New | 142 | $224K |
| Schechter Investment Advisors, LLC | 0.02% | Reduce -3.4% | 142 | $224K |
| Arlington Trust Co LLC | 0.05% | No change | 141 | $222K |
| Cypress Capital Group | 0.03% | No change | 139 | $219K |
| Huntington National Bank | 0.00% | Add +6.9% | 139 | $219K |
| MBL Wealth, LLC | 0.02% | Reduce -2.1% | 138 | $217K |
| Corton Capital Inc. | 0.11% | New | 138 | $217K |
| Silverlake Wealth Management LLC | 0.09% | No change | 138 | $217K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | No change | 138 | $217K |
| Cigna Investments Inc. | 0.04% | Reduce -2.1% | 138 | $217K |
| Beacon Financial Group | 0.02% | Reduce -2.8% | 137 | $216K |
| Tiaa Trust, National Association | 0.00% | Reduce -0.7% | 137 | $216K |
| Wellington Shields & Co., LLC | 0.07% | New | 136 | $214K |
| TCV Trust & Wealth Management, Inc. | 0.02% | Reduce -1.4% | 136 | $214K |
| Goldstein Advisors, LLC | 0.04% | New | 135 | $213K |
| Corebridge Financial, Inc. | 0.00% | — | 135 | $213K |
| Level Four Advisory Services, LLC | 0.01% | New | 133 | $210K |
| IFG Advisory, LLC | 0.01% | New | 132 | $208K |
| Checchi Capital Advisers, LLC | 0.02% | Reduce -3.0% | 131 | $206K |
| Tucker Asset Management LLC | 0.05% | No change | 130 | $205K |
| Graypoint LLC | 0.01% | New | 130 | $205K |
| Two Sigma Advisers, LP | 0.00% | New | 130 | $205K |
| Aspiriant, LLC | 0.01% | New | 129 | $204K |
| Wealth Forward, LLC | 0.16% | New | 129 | $202K |
| Wealthspire Advisors, LLC | 0.00% | New | 128 | $202K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -9.9% | 127 | $200K |
| Allworth Financial LP | 0.00% | Add +28.6% | 126 | $199K |
| Farmers & Merchants Investments Inc. | 0.01% | New | 125 | $197K |
| Motco | 0.01% | Add +2.6% | 118 | $186K |
| Lazard Asset Management LLC | 0.00% | New | 115 | $181K |
| Beach Investment Counsel Inc. | 0.02% | New | 114 | $180K |
| Hexagon Capital Partners LLC | 0.04% | No change | 112 | $176K |
| Blue Trust, Inc. | 0.00% | Add +395.4% | 109 | $166K |
| Farther Finance Advisors, LLC | 0.01% | Add +1.0% | 97 | $153K |
| TD Waterhouse Canada Inc. | 0.00% | Add +29.6% | 92 | $145K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 91 | $143K |
| Colonial Trust Advisors | 0.01% | Reduce -4.3% | 89 | $140K |
| SouthState Bank Corp | 0.01% | Add +67.3% | 87 | $137K |
| TCTC Holdings, LLC | 0.00% | No change | 84 | $132K |
| SYSTM Wealth Solutions LLC | 0.03% | Reduce -92.5% | 80 | $126K |
| Jones Financial Companies LLLP | 0.00% | Add +5.3% | 80 | $126K |
| Crewe Advisors LLC | 0.01% | Add +49.1% | 79 | $124K |
| Walleye Capital LLC | 0.00% | Reduce -26.2% | 79 | $124K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 79 | $124K |
| IFP Advisors, Inc | 0.00% | Add +2.7% | 77 | $121K |
| Geneos Wealth Management Inc. | 0.01% | No change | 76 | $120K |
| Ofi Invest Asset Management | 0.00% | New | 80 | $118K |
| EntryPoint Capital, LLC | 0.05% | Add +7300.0% | 74 | $117K |
| Evolution Advisers, Inc. | 0.07% | Reduce -1.4% | 72 | $114K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 70 | $110K |
| Brown Brothers Harriman & Co. | 0.00% | Add +3.0% | 69 | $109K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +1160.0% | 63 | $103K |
| Camelot Portfolios, LLC | 0.06% | New | 65 | $102K |
| Godsey & Gibb, Inc. | 0.01% | New | 65 | $102K |
| Financial Network Wealth Advisors LLC | 0.07% | New | 62 | $98K |
| Mather Group, Llc. | 0.00% | Add +1180.0% | 64 | $97K |
| Capital Analysts, LLC | 0.00% | No change | 60 | $95K |
| Penserra Capital Management LLC | 0.00% | Add +1.7% | 59 | $93K |
| Quadrant Capital Group LLC | 0.01% | No change | 58 | $91K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 57 | $90K |
| Barrett & Company, Inc. | 0.04% | Add +9.6% | 57 | $90K |
| Quent Capital, LLC | 0.01% | No change | 56 | $88K |
| Rothschild Investment LLC | 0.01% | No change | 55 | $87K |
| Mendota Financial Group, LLC | 0.04% | Reduce -30.6% | 50 | $79K |
| M&R Capital Management Inc. | 0.02% | No change | 50 | $79K |
| Prestige Wealth Management Group LLC | 0.02% | Reduce -2.0% | 50 | $79K |
| Evermay Wealth Management LLC | 0.01% | No change | 49 | $77K |
| Avior Wealth Management, LLC | 0.00% | No change | 47 | $74K |
| LGT Financial Advisors LLC | 0.15% | Reduce -79.1% | 46 | $72K |
| Quintet Private Bank (Europe) S.A. | 0.00% | New | 39 | $71K |
| Pinnacle Bancorp, Inc. | 0.02% | Reduce -6.4% | 44 | $69K |
| Lindbrook Capital, LLC | 0.01% | Add +7.5% | 43 | $68K |
| GAMMA Investing LLC | 0.01% | Add +10.5% | 42 | $66K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 41 | $65K |
| Carmichael Hill & Associates, Inc. | 0.03% | No change | 40 | $63K |
| Centennial Bank | 0.03% | No change | 40 | $63K |
| Westpac Banking Corp. | 0.01% | No change | 40 | $63K |
| Bogart Wealth, LLC | 0.00% | No change | 39 | $61K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 35 | $55K |
| Ransom Advisory, Ltd | 0.03% | New | 34 | $54K |
| Maryland Capital Advisors Inc. | 0.03% | No change | 32 | $50K |
| Raffa Wealth Management, LLC | 0.01% | No change | 32 | $50K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | New | 29 | $45K |
| Planning Capital Management Corp | 0.03% | No change | 28 | $44K |
| Private Trust Co. NA | 0.00% | Add +33.3% | 28 | $44K |
| Delta Asset Management LLC | 0.00% | No change | 28 | $44K |
| Oakworth Capital, Inc. | 0.00% | No change | 28 | $44K |
| Global Retirement Partners, LLC | 0.00% | No change | 26 | $41K |
| Great Lakes Retirement, Inc. | 0.01% | New | 25 | $39K |
| Private Wealth Management Group, LLC | 0.01% | Add +46.1% | 19 | $30K |
| Deseret Mutual Benefit Administrators | 0.01% | No change | 18 | $28K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 18 | $28K |
| TrinityBridge Ltd | 0.00% | New | 17 | $27K |
| MidAtlantic Capital Management, Inc. | 0.02% | No change | 17 | $27K |
| SIMA Wealth Partners, LLC | 0.02% | — | 16 | $25K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 16 | $25K |
| PEAK6 Investments LLC | 0.00% | Reduce -97.6% | 16 | $25K |
| RFP Financial Group LLC | 0.01% | Reduce -31.8% | 15 | $24K |
| State of Wyoming | 0.00% | No change | 15 | $24K |
| Assetmark, Inc. | 0.00% | No change | 15 | $24K |
| Anfield Capital Management, LLC | 0.01% | New | 13 | $20K |
| SJS Investment Consulting Inc. | 0.00% | No change | 13 | $20K |
| Walleye Trading LLC | 0.00% | Reduce -95.5% | 13 | $20K |
| Valley National Advisers Inc. | 0.00% | No change | 13 | $20K |
| Bruce G. Allen Investments, LLC | 0.02% | Reduce -7.7% | 12 | $19K |
| Sittner & Nelson, LLC | 0.01% | No change | 12 | $19K |
| Citizens National Bank Trust Department | 0.00% | No change | 12 | $19K |
| Adirondack Trust Co. | 0.01% | No change | 12 | $19K |
| Strategic Investment Solutions, Inc. | 0.01% | — | 15 | $18K |
| Asset Dedication, LLC | 0.00% | No change | 11 | $17K |
| Riverview Trust Co | 0.02% | No change | 11 | $17K |
| WR Wealth Planners, LLC | 0.01% | Add +266.7% | 11 | $17K |
| Whittier Trust Co. | 0.00% | No change | 11 | $17K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 10 | $16K |
| Parkside Financial Bank & Trust | 0.00% | Add +42.9% | 10 | $16K |
| Bangor Savings Bank | 0.00% | No change | 10 | $16K |
| Chilton Capital Management LLC | 0.00% | New | 10 | $16K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 10 | $16K |
| Aviso Financial Inc. | 0.00% | — | 10 | $16K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 9 | $14K |
| Criterion Capital Advisors, LLC | 0.01% | No change | 9 | $14K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 9 | $14K |
| Versant Capital Management, Inc | 0.00% | Add +300.0% | 8 | $13K |
| Colonial Trust Co / SC | 0.00% | No change | 8 | $13K |
| Smartleaf Asset Management LLC | 0.00% | Add +40.0% | 7 | $11K |
| Legacy Bridge, LLC | 0.01% | No change | 7 | $11K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 7 | $11K |
| Creative Financial Designs Inc. | 0.00% | No change | 7 | $11K |
| International Assets Investment Management, LLC | 0.00% | New | 7 | $11K |
| City Holding Co. | 0.00% | No change | 12 | $10K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 6 | $9K |
| Eagle Bay Advisors LLC | 0.01% | Reduce -14.3% | 6 | $9K |
| Rogco, LP | 0.00% | Reduce -14.3% | 6 | $9K |
| FinTrust Capital Advisors, LLC | 0.00% | New | 6 | $9K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 6 | $9K |
| Silicon Valley Capital Partners | 0.00% | No change | 6 | $9K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 6 | $9K |
| Pacifica Partners Inc. | 0.00% | No change | 6 | $9K |
| Lanark Financial, Inc. | 0.00% | Reduce -14.3% | 6 | $9K |
| GW&K Investment Management, LLC | 0.00% | No change | 5 | $8K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 5 | $8K |
| Spotlight Asset Group, Inc. | 0.01% | No change | 5 | $8K |
| SRH Advisors, LLC | 0.00% | No change | 5 | $8K |
| Webster Bank, N. A. | 0.00% | No change | 5 | $8K |
| Meeder Asset Management Inc. | 0.00% | New | 5 | $8K |
| St Germain D J Co. Inc. | 0.00% | New | 5 | $8K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 5 | $8K |
| Main Street Group, LTD | 0.00% | No change | 5 | $8K |
| Cultivar Capital, Inc. | 0.01% | New | 4 | $6K |
| Elevation Wealth Partners, LLC | 0.00% | New | 4 | $6K |
| Bell Investment Advisors, Inc | 0.00% | No change | 4 | $6K |
| CVA Family Office, LLC | 0.00% | No change | 4 | $6K |
| Fortitude Family Office, LLC | 0.00% | No change | 3 | $5K |
| LRI Investments, LLC | 0.00% | No change | 3 | $5K |
| Pittenger & Anderson Inc. | 0.00% | New | 3 | $5K |
| UMB Bank, n.a. | 0.00% | Reduce -57.1% | 3 | $5K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 3 | $5K |
| Sachetta, LLC | 0.00% | New | 2 | $3K |
| Fairscale Capital, LLC | 0.00% | — | 2 | $3K |
| Toth Financial Advisory Corp. | 0.00% | No change | 2 | $3K |
| Fairman Group, LLC | 0.00% | No change | 2 | $3K |
| Bellevue Asset Management, LLC | 0.00% | No change | 2 | $3K |
| Red Tortoise LLC | 0.00% | No change | 2 | $3K |
| Mechanics Financial Corp | 0.00% | No change | 2 | $3K |
| Archer Investment Corp | 0.00% | No change | 2 | $3K |
| West Paces Advisors Inc. | 0.00% | No change | 2 | $3K |
| Continuum Advisory, LLC | 0.00% | No change | 2 | $3K |
| Tortoise Investment Management, LLC | 0.00% | No change | 2 | $3K |
| TD Capital Management LLC | 0.00% | No change | 2 | $3K |
| Zions Bancorporation, N.A. | 0.00% | No change | 2 | $3K |
| Harbour Investments, Inc. | 0.00% | Add +100.0% | 2 | $3K |
| Sandy Spring Bank | 0.00% | New | 2 | $3K |
| Wetzel Investment Advisors, Inc. | 0.00% | Reduce -75.0% | 2 | $3K |
| Redwood Wealth Management Group, LLC | 0.00% | New | 1 | $2K |
| Quarry LP | 0.00% | Reduce -93.8% | 1 | $2K |
| Rakuten Securities, Inc. | 0.00% | No change | 1 | $2K |
| Innealta Capital, LLC | 0.00% | New | 1 | $2K |
| Pineridge Advisors LLC | 0.00% | New | 1 | $2K |
| MV Capital Management, Inc. | 0.00% | New | 1 | $2K |
| Anchor Investment Management, LLC | 0.00% | New | 1 | $2K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1 | $2K |
"% of holder's portfolio" is MKL's weight in each manager's 13F, not the share of Markel Group Inc. the manager owns.