Markel GroupMKL
13F holders, Q4 2024 (December 31)832holders +39
59new positions
49sold out
9famous investors
$1721.67avg. 13F price*
At the end of Q4 2024, 832 institutions reported holding Markel Group Inc. (MKL) in their 13F filings, up 39 from Q3 2024. 59 opened new positions and 49 sold out. The largest holders were Vanguard Group Inc. ($2.0B), BlackRock, Inc. ($1.3B) and Principal Financial Group Inc. ($946.4M). 9 famous investors held it, including Francois Rochon (2.7% of Giverny Capital's portfolio), Tom Russo (0.2% of Gardner Russo & Quinn's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- Markel Group Inc.
- CUSIP
- 570535104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $267.6M |
| Exits | 49 | $73.9M |
All 13F filers, Q3 2024 → Q4 2024: 632,985 shares bought and 544,078 shares sold, net +88,907 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 832 holders
| Vanguard Group Inc. | 0.03% | Reduce -0.4% | 1,150,596 | $2.0B |
| BlackRock, Inc. | 0.03% | Add +1.1% | 755,023 | $1.3B |
| Principal Financial Group Inc. | 0.52% | Add +0.0% | 548,219 | $946.4M |
| Morgan Stanley | 0.06% | Reduce -0.9% | 517,066 | $892.6M |
| Davis Selected Advisers | 3.72% | Add +27.9% | 370,522 | $639.6M |
| State Street Corp. | 0.02% | Reduce -4.9% | 313,152 | $540.6M |
| Boston Partners | 0.59% | Add +17.6% | 281,820 | $486.6M |
| Baillie Gifford & Co. | 0.30% | Reduce -12.3% | 227,220 | $392.2M |
| Geode Capital Management, LLC | 0.03% | Add +0.1% | 209,280 | $360.6M |
| DAVENPORT & Co LLC | 2.07% | Reduce -0.4% | 204,316 | $352.6M |
| T. Rowe Price Investment Management, Inc. | 0.16% | Reduce -0.7% | 153,688 | $265.3M |
| Norges Bank | 0.03% | Reduce -0.3% | 147,602 | $254.8M |
| Wellington Management Group LLP | 0.05% | Reduce -26.4% | 146,904 | $253.6M |
| Bank of America Corp. | 0.02% | Add +0.7% | 140,997 | $243.4M |
| Van Lanschot Kempen Investment Management N.V. | 2.09% | Add +19.3% | 121,589 | $209.9M |
| Dimensional Fund Advisors LP | 0.05% | Add +1.7% | 116,664 | $201.4M |
| UBS Group AG | 0.04% | Add +160.6% | 111,056 | $191.7M |
| JANA Partners Management, LP | 9.82% | New | 108,926 | $188.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Add +18.7% | 101,044 | $174.4M |
| Scharf Investments, LLC | 4.88% | Reduce -5.5% | 95,265 | $164.4M |
| Northern Trust Corp. | 0.02% | Add +14.1% | 94,383 | $162.9M |
| Douglass Winthrop Advisors, LLC | 2.98% | Reduce -2.2% | 88,726 | $153.2M |
| Fenimore Asset Management Inc | 3.21% | Reduce -0.0% | 88,415 | $152.6M |
| DF Dent & Co. Inc. | 1.81% | Reduce -15.5% | 82,906 | $143.1M |
| Barr E S & Co. | 8.26% | Add +2.5% | 80,853 | $139.6M |
| Legal & General Group Plc | 0.04% | Reduce -4.9% | 79,022 | $136.4M |
| Jennison Associates LLC | 0.08% | Add +9.9% | 78,735 | $135.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.42% | Add +7.1% | 73,771 | $135.7M |
| Polar Capital Holdings Plc | 0.75% | Reduce -6.8% | 77,350 | $133.5M |
| Check Capital Management Inc. | 8.82% | Reduce -0.2% | 77,165 | $133.2M |
| Fort Washington Investment Advisors Inc. | 0.79% | Reduce -0.8% | 76,922 | $132.8M |
| Epoch Investment Partners, Inc. | 0.60% | Add +10.8% | 72,233 | $124.7M |
| HighTower Advisors, LLC | 0.17% | Add +2.3% | 72,005 | $124.3M |
| Wells Fargo & Company | 0.03% | Reduce -4.7% | 63,477 | $109.6M |
| California Public Employees Retirement System | 0.07% | Reduce -3.3% | 59,741 | $103.1M |
| Graham Holdings Co Master Retirement Trust | 15.07% | No change | 58,008 | $100.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +4.0% | 57,922 | $100.0M |
| Raymond James Financial Inc. | 0.04% | — | 57,202 | $98.7M |
| Graham Holdings Co | 11.22% | No change | 55,430 | $95.7M |
| Avenir Corp. | 9.64% | Reduce -7.4% | 54,568 | $94.2M |
| Cooke & Bieler LP | 0.90% | Reduce -4.5% | 54,358 | $93.8M |
| TD Asset Management Inc | 0.08% | Add +9.5% | 51,223 | $88.4M |
| Davis Asset Management, L.P. | 3.52% | No change | 50,000 | $86.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.20% | Reduce -34.0% | 49,617 | $85.7M |
| Royal Bank of Canada | 0.02% | Add +14.6% | 49,144 | $84.8M |
| First Manhattan Co. Llc. | 0.25% | Reduce -46.5% | 49,041 | $84.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -3.7% | 47,908 | $82.7M |
| Thompson Siegel & Walmsley LLC | 1.23% | Reduce -1.5% | 45,507 | $78.6M |
| Giverny Capital | 2.73% | Add +1.5% | 43,331 | $74.8M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -19.3% | 42,886 | $74.0M |
| Steginsky Capital LLC | 14.91% | Add +3.3% | 40,337 | $69.6M |
| Anchor Capital Advisors LLC | 1.97% | Reduce -4.5% | 40,035 | $69.1M |
| Mackenzie Financial Corp. | 0.09% | Reduce -2.3% | 37,745 | $65.2M |
| Swiss National Bank | 0.04% | Reduce -5.2% | 36,570 | $63.1M |
| Marathon Asset Management Ltd | 1.69% | Reduce -4.4% | 34,955 | $60.3M |
| Confluence Investment Management LLC | 0.80% | Reduce -2.8% | 33,473 | $57.8M |
| Quilter Plc | 1.13% | Add +7.2% | 33,139 | $57.2M |
| Broad Run Investment Management, LLC | 7.71% | Reduce -0.8% | 32,856 | $56.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +2.2% | 31,621 | $54.6M |
| Beck Mack & Oliver LLC | 0.96% | Reduce -1.2% | 30,195 | $52.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -7.7% | 28,805 | $49.7M |
| Sather Financial Group Inc | 3.07% | Reduce -0.2% | 28,411 | $49.0M |
| AQR Capital Management | 0.06% | Reduce -9.2% | 28,133 | $48.6M |
| Capco Asset Management, LLC | 10.87% | Reduce -1.8% | 28,006 | $48.3M |
| Deutsche Bank AG | 0.02% | Add +9.6% | 27,709 | $47.8M |
| Greenbrier Partners Capital Management, LLC | 3.43% | No change | 27,420 | $47.3M |
| FMR LLC | 0.00% | Add +237.2% | 26,110 | $45.1M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -6.1% | 23,964 | $41.4M |
| Russell Investments Group, Ltd. | 0.05% | Add +48.8% | 22,878 | $39.5M |
| Assenagon Asset Management S.A. | 0.07% | Add +167.2% | 22,411 | $38.7M |
| Greenlea Lane Capital Management, LLC | 11.30% | Reduce -3.3% | 21,720 | $37.5M |
| Country Trust Bank | 0.92% | Reduce -1.7% | 21,282 | $36.7M |
| Susquehanna International Group, LLP | 0.05% | Add +116.2% | 21,235 | $36.7M |
| Lafayette Investments, Inc. | 7.51% | Reduce -0.5% | 20,310 | $35.1M |
| Pinnacle Associates Ltd. | 0.47% | Add +13.6% | 20,057 | $34.6M |
| California State Teachers Retirement System | 0.04% | Reduce -1.5% | 19,888 | $34.3M |
| D. E. Shaw & Co. | 0.04% | Reduce -9.2% | 19,594 | $33.8M |
| Cobblestone Capital Advisors LLC | 1.84% | Add +6.8% | 19,517 | $33.7M |
| National Pension Service | 0.03% | Reduce -2.8% | 19,432 | $33.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -24.9% | 18,712 | $32.3M |
| Mraz, Amerine & Associates, Inc. | 5.74% | Add +0.9% | 18,660 | $32.2M |
| Sprucegrove Investment Management Ltd. | 2.24% | No change | 18,090 | $31.2M |
| Amundi | 0.01% | Add +36.3% | 18,176 | $31.0M |
| First Trust Advisors LP | 0.03% | Reduce -37.7% | 17,959 | $31.0M |
| HSBC Holdings PLC | 0.02% | Add +26.5% | 17,623 | $30.4M |
| Lincoln Capital LLC | 6.39% | Reduce -0.9% | 17,616 | $30.4M |
| Rhumbline Advisers | 0.03% | Reduce -1.3% | 17,227 | $29.7M |
| Invesco Ltd. | 0.01% | Reduce -4.8% | 16,903 | $29.2M |
| Qube Research & Technologies Ltd | 0.05% | Reduce -23.3% | 16,734 | $28.9M |
| Teacher Retirement System of Texas | 0.10% | Add +967.2% | 16,563 | $28.6M |
| Janus Henderson Group PLC | 0.01% | Add +16.0% | 16,191 | $28.0M |
| Citadel Investment Advisory, Inc. | 14.29% | Add +0.2% | 15,939 | $27.5M |
| American Century Companies Inc. | 0.02% | Add +21.8% | 15,938 | $27.5M |
| Martingale Asset Management L P | 0.66% | Reduce -4.5% | 15,788 | $27.3M |
| Renaissance Technologies | 0.04% | Reduce -2.5% | 14,841 | $25.6M |
| Rockbridge Asset Management LLC | 14.12% | — | 14,386 | $24.8M |
| Caisse de depot et placement du Quebec | 0.05% | Reduce -6.5% | 13,930 | $24.0M |
| Natixis Advisors, LLC | 0.04% | Add +3.4% | 13,050 | $22.5M |
| APG Asset Management N.V. | 0.06% | Reduce -58.2% | 13,448 | $22.4M |
| Poehling Capital Management, INC. | 5.46% | Add +1.9% | 12,852 | $22.2M |
| Millennium Management | 0.02% | Add +1068.3% | 12,442 | $21.5M |
| Barclays PLC | 0.01% | Reduce -38.8% | 11,496 | $19.8M |
| Canada Pension Plan Investment Board | 0.02% | Add +26.4% | 11,110 | $19.2M |
| Snyder Capital Management L P | 0.39% | Add +15.6% | 10,873 | $18.8M |
| PYA Waltman Capital, LLC | 6.03% | Reduce -0.4% | 10,839 | $18.7M |
| Banyan Capital Management, Inc. | 11.07% | Reduce -0.3% | 10,692 | $18.5M |
| Alliancebernstein L.P. | 0.01% | Add +13.9% | 10,599 | $18.3M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -68.9% | 10,530 | $18.2M |
| Los Angeles Capital Management LLC | 0.07% | Add +32.4% | 10,361 | $17.9M |
| Blair William & Co. | 0.05% | Add +10.8% | 10,294 | $17.8M |
| New York State Common Retirement Fund | 0.02% | Add +4.2% | 10,041 | $17.3M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -34.5% | 9,755 | $16.8M |
| JCP Investment Management, LLC | 9.55% | New | 9,385 | $16.2M |
| Citigroup Inc. | 0.02% | Add +4.5% | 9,325 | $16.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +8.4% | 9,332 | $16.0M |
| Smith Salley Wealth Management | 1.01% | Add +0.8% | 9,124 | $15.8M |
| Wedge Capital Management L L P | 0.28% | Reduce -13.2% | 8,948 | $15.4M |
| Motley Fool Wealth Management, LLC | 0.79% | Reduce -1.8% | 8,882 | $15.3M |
| Illinois Municipal Retirement Fund | 0.22% | No change | 8,810 | $15.2M |
| GMO | 0.05% | Reduce -8.0% | 8,653 | $14.9M |
| Gardner Russo & Quinn | 0.17% | Reduce -4.4% | 8,621 | $14.9M |
| Hutchinson Capital Management | 2.78% | Reduce -0.6% | 8,535 | $14.7M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.4% | 8,434 | $14.6M |
| First National Bank of Omaha | 0.94% | Reduce -0.6% | 8,324 | $14.4M |
| Korea Investment CORP | 0.03% | Add +1.9% | 8,247 | $14.2M |
| Focus Partners Wealth | 0.04% | Reduce -2.5% | 8,083 | $14.0M |
| Voloridge Investment Management, LLC | 0.05% | Add +81.3% | 8,079 | $13.9M |
| Kirr Marbach & Co. LLC | 3.00% | Add +0.5% | 8,027 | $13.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.03% | New | 8,000 | $13.8M |
| Aviva PLC | 0.04% | Add +1501.8% | 7,801 | $13.5M |
| Brown Advisory Inc. | 0.02% | Add +5.4% | 7,722 | $13.3M |
| GAM Holding AG | 0.99% | Reduce -4.8% | 7,665 | $13.2M |
| State of Wisconsin Investment Board | 0.03% | Reduce -9.1% | 7,655 | $13.2M |
| Lathrop Investment Management Co. | 2.50% | Add +0.3% | 7,597 | $13.1M |
| Truist Financial Corp. | 0.02% | Reduce -5.9% | 7,333 | $12.7M |
| Evelyn Partners Investment Management LLP | 0.41% | — | 7,266 | $12.5M |
| Seizert Capital Partners, LLC | 0.56% | Reduce -35.9% | 7,230 | $12.5M |
| Heritage Wealth Advisors | 0.62% | Reduce -48.1% | 7,220 | $12.5M |
| Squarepoint Ops LLC | 0.03% | Add +96.9% | 7,198 | $12.4M |
| Captrust Financial Advisors | 0.04% | Reduce -20.0% | 7,191 | $12.4M |
| Sei Investments Co. | 0.02% | Add +0.9% | 7,067 | $12.2M |
| Fuller & Thaler Asset Management, Inc. | 0.05% | Add +3.4% | 6,963 | $12.0M |
| Regency Capital Management Inc.\DE | 6.49% | Add +4.9% | 6,947 | $12.0M |
| Cheviot Value Management, LLC | 2.26% | Add +6.0% | 6,816 | $11.8M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -7.5% | 6,767 | $11.7M |
| Ameriprise Financial Inc. | 0.00% | Add +0.5% | 6,589 | $11.4M |
| Danske Bank A/S | 0.03% | Add +13.7% | 6,523 | $11.3M |
| Mediolanum International Funds Ltd | 0.14% | Add +175.0% | 6,452 | $11.1M |
| Live Oak Private Wealth LLC | 1.81% | Reduce -0.5% | 6,256 | $10.8M |
| Seneca House Advisors | 4.29% | Add +2.6% | 6,253 | $10.8M |
| LPL Financial LLC | 0.00% | Add +7.9% | 6,164 | $10.6M |
| Brandywine Global Investment Management, LLC | 0.08% | Reduce -5.6% | 6,070 | $10.5M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.10% | Reduce -11.5% | 6,015 | $10.4M |
| Frontier Capital Management Co. LLC | 0.10% | Add +10.3% | 5,936 | $10.2M |
| Victory Capital Management Inc. | 0.01% | Add +1.4% | 5,926 | $10.2M |
| Royal London Asset Management Ltd. | 0.02% | Add +12.7% | 5,868 | $10.1M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -6.6% | 5,757 | $9.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | — | 5,731 | $9.9M |
| Solidarity Wealth, LLC | 2.54% | Add +3.0% | 5,644 | $9.7M |
| Canerector Inc. | 4.69% | — | 5,600 | $9.7M |
| Treasurer of the State of North Carolina | 0.04% | Reduce -32.2% | 5,571 | $9.6M |
| PGGM Investments | 0.13% | No change | 5,472 | $9.4M |
| Pictet Asset Management Holding SA | 0.01% | Reduce -4.3% | 5,372 | $9.3M |
| Franklin Resources Inc. | 0.00% | Reduce -6.1% | 5,232 | $9.0M |
| Cibc World Market Inc. | 0.02% | Reduce -1.1% | 5,211 | $9.0M |
| Creative Planning | 0.01% | Reduce -6.9% | 5,200 | $9.0M |
| BNP Paribas Financial Markets | 0.01% | Reduce -9.5% | 5,053 | $8.7M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -1.5% | 5,010 | $8.7M |
| Redmond Asset Management, LLC | 2.13% | Reduce -5.2% | 4,953 | $8.5M |
| Needham Investment Management LLC | 0.66% | No change | 4,950 | $8.5M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -3.3% | 4,800 | $8.3M |
| Chapman Investment Management, LLC | 6.10% | Reduce -0.5% | 4,749 | $8.2M |
| CI Investments Inc. | 0.03% | Reduce -21.4% | 4,739 | $8.2M |
| Berkeley, Inc | 4.17% | Reduce -21.3% | 4,670 | $8.1M |
| Andra AP-fonden | 0.13% | Add +6.9% | 4,640 | $8.0M |
| Resona Asset Management Co.,Ltd. | 0.05% | Reduce -3.1% | 4,636 | $8.0M |
| Sterling Capital Management LLC | 0.11% | Reduce -39.8% | 4,532 | $7.8M |
| KLP Kapitalforvaltning As | 0.04% | — | 4,520 | $7.8M |
| Stifel Financial Corp. | 0.01% | Reduce -1.3% | 4,507 | $7.8M |
| Storebrand Asset Management As | 0.02% | Reduce -7.6% | 4,505 | $7.8M |
| Man Group plc | 0.02% | Reduce -64.8% | 4,487 | $7.7M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -3.8% | 4,446 | $7.7M |
| Prana Capital Management, LP | 0.37% | Reduce -11.0% | 4,444 | $7.7M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.03% | — | 4,388 | $7.6M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -6.7% | 4,352 | $7.5M |
| Roundview Capital LLC | 0.52% | Add +0.5% | 4,347 | $7.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.8% | 4,248 | $7.3M |
| Cerity Partners LLC | 0.02% | Reduce -7.4% | 4,204 | $7.1M |
| Marex Group Ltd | 0.12% | No change | 4,094 | $7.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.0% | 3,994 | $6.9M |
| Clear Harbor Asset Management, LLC | 0.55% | Add +1.6% | 3,981 | $6.9M |
| Mariner, LLC | 0.01% | Add +38.7% | 3,962 | $6.8M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -0.2% | 3,818 | $6.6M |
| Arizona State Retirement System | 0.04% | Add +1.0% | 3,763 | $6.5M |
| Richard Bernstein Advisors LLC | 0.14% | No change | 3,688 | $6.4M |
| Bradyco, Inc. | 3.90% | — | 2,474 | $6.3M |
| Evergreen Wealth Management, LLC | 3.68% | Add +2.3% | 3,604 | $6.2M |
| Jefferies Financial Group Inc. | 0.07% | New | 3,558 | $6.1M |
| Gateway Investment Advisers LLC | 0.07% | Reduce -0.3% | 3,551 | $6.1M |
| Greenline Partners, LLC | 0.85% | Add +23.1% | 3,529 | $6.1M |
| Montag A & Associates Inc. | 0.29% | Reduce -0.8% | 3,499 | $6.0M |
| GHP Investment Advisors, Inc. | 0.28% | Add +1.9% | 3,420 | $5.9M |
| Alpha Omega Wealth Management LLC | 1.10% | Add +0.5% | 3,357 | $5.8M |
| Hudson Value Partners, LLC | 2.14% | Add +4.8% | 3,339 | $5.8M |
| Court Place Advisors, LLC | 1.86% | Reduce -4.1% | 3,315 | $5.7M |
| Holocene Advisors, LP | 0.02% | Add +16.7% | 3,281 | $5.7M |
| NWF Advisory Services Inc. | 0.80% | Add +32.3% | 3,158 | $5.5M |
| Annandale Capital, LLC | 1.07% | Add +0.6% | 3,137 | $5.4M |
| Corient Private Wealth LP | 0.01% | Add +1.8% | 3,023 | $5.2M |
| GoodHaven Capital Management, LLC | 1.70% | Add +0.8% | 3,005 | $5.2M |
| Buttonwood Financial Advisors Inc. | 2.18% | Add +3.9% | 2,877 | $5.0M |
| Handelsbanken Fonder AB | 0.02% | Add +14.7% | 2,870 | $5.0M |
| Ellsworth Advisors, LLC | 1.30% | Reduce -0.5% | 2,868 | $5.0M |
| Florida Trust Wealth Management Co | 0.16% | Reduce -0.6% | 2,833 | $4.9M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.05% | Add +2.0% | 2,804 | $4.8M |
| Neville Rodie & Shaw Inc. | 0.35% | Reduce -5.0% | 2,778 | $4.8M |
| Chemistry Wealth Management LLC | 1.12% | Add +7.2% | 2,773 | $4.8M |
| Inkwell Capital LLC | 5.07% | — | 2,749 | $4.7M |
| Voya Investment Management LLC | 0.01% | Reduce -8.8% | 2,718 | $4.7M |
| National Bank of Canada | 0.01% | Add +11.4% | 2,707 | $4.7M |
| Alta Capital Management LLC/ | 0.28% | Reduce -90.5% | 2,707 | $4.7M |
| Crestline Management, L.P. | 0.16% | New | 2,700 | $4.7M |
| Capstone Investment Advisors, LLC | 0.06% | New | 2,693 | $4.6M |
| Systematic Financial Management LP | 0.12% | Reduce -0.5% | 2,685 | $4.6M |
| Pathstone Holdings, LLC | 0.02% | Add +3.6% | 2,641 | $4.6M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Reduce -0.8% | 2,623 | $4.5M |
| DNB Asset Management AS | 0.02% | Add +4.9% | 2,609 | $4.5M |
| Tsai Capital Corp | 3.27% | Reduce -7.8% | 2,606 | $4.5M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +23.6% | 2,619 | $4.5M |
| Parallel Advisors, LLC | 0.10% | Add +1.3% | 2,598 | $4.5M |
| Ervin Investment Management, LLC | 2.86% | Reduce -3.1% | 2,569 | $4.4M |
| Adalta Capital Management LLC | 2.31% | Add +41.5% | 2,566 | $4.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Reduce -3.6% | 2,556 | $4.4M |
| Verition Fund Management LLC | 0.02% | New | 2,533 | $4.4M |
| Horizon Kinetics Asset Management LLC | 0.05% | Reduce -0.4% | 2,505 | $4.3M |
| Marshall Wace, LLP | 0.01% | Reduce -86.7% | 2,486 | $4.3M |
| Watchman Group, Inc. | 1.13% | Reduce -0.8% | 2,485 | $4.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Add +14.2% | 2,479 | $4.3M |
| Henshaw Capital LLC | 0.18% | No change | 2,476 | $4.3M |
| Blue Zone Wealth Advisors, LLC | 1.17% | Add +2.7% | 2,358 | $4.1M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -0.1% | 2,333 | $4.0M |
| Sanctuary Advisors, LLC | 0.03% | Add +2.1% | 2,188 | $4.0M |
| Curi Capital, LLC | 0.09% | Reduce -6.3% | 2,317 | $4.0M |
| IFM Investors Pty Ltd | 0.04% | Reduce -7.2% | 2,253 | $3.9M |
| Brevan Howard Capital Management LP | 0.10% | Add +232.4% | 2,244 | $3.9M |
| East Coast Asset Management, LLC. | 1.29% | Reduce -3.0% | 2,232 | $3.9M |
| US Bancorp \de | 0.01% | Reduce -7.1% | 2,232 | $3.9M |
| Centaurus Financial, Inc. | 0.23% | Reduce -2.6% | 2,216 | $3.8M |
| Oddo BHF Asset Management Sas | 0.19% | Add +9.5% | 2,182 | $3.8M |
| Aberdeen Group plc | 0.01% | Reduce -18.6% | 2,173 | $3.7M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +1.4% | 2,105 | $3.6M |
| Utah Retirement Systems | 0.04% | Reduce -1.6% | 2,098 | $3.6M |
| Clearstead Advisors, LLC | 0.05% | Add +14.2% | 2,075 | $3.6M |
| Ashton Thomas Securities, LLC | 0.97% | Add +2.4% | 2,056 | $3.5M |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 0.26% | No change | 2,050 | $3.5M |
| Womack Financial LLC | 3.09% | — | 2,016 | $3.5M |
| Atria Investments, Inc | 0.04% | Add +2.1% | 2,016 | $3.5M |
| Canal Insurance CO | 0.90% | No change | 2,000 | $3.5M |
| State of Alaska, Department of Revenue | 0.04% | Reduce -29.0% | 2,000 | $3.5M |
| Leuthold Group, LLC | 0.41% | Reduce -4.1% | 1,977 | $3.4M |
| Ridgewood Investments LLC | 1.64% | Reduce -2.2% | 1,968 | $3.4M |
| Forsta Ap-Fonden | 0.02% | Add +6.5% | 1,960 | $3.4M |
| Fiduciary Group, LLC | 0.34% | Reduce -1.1% | 1,951 | $3.4M |
| USS Investment Management Ltd | 0.02% | Reduce -20.8% | 1,930 | $3.3M |
| Davidson Kahn Capital Management, LLC | 3.08% | — | 1,923 | $3.3M |
| Old Mission Capital LLC | 0.08% | New | 1,921 | $3.3M |
| STRS Ohio | 0.01% | New | 1,919 | $3.3M |
| HRT Financial LP | 0.02% | New | 1,904 | $3.3M |
| Cannell & Spears LLC | 0.07% | Add +0.6% | 1,903 | $3.3M |
| English Capital Management LLC | 2.48% | No change | 1,891 | $3.3M |
| Fiduciary Alliance LLC | 0.33% | Add +25.2% | 1,881 | $3.2M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | — | 1,832 | $3.2M |
| Northstar Group, Inc. | 0.54% | Add +5.2% | 1,809 | $3.1M |
| Salem Investment Counselors Inc. | 0.10% | No change | 1,799 | $3.1M |
| KBC Group NV | 0.01% | Reduce -8.6% | 1,797 | $3.1M |
| D.A. Davidson & Co. | 0.03% | Reduce -6.6% | 1,781 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.4% | 1,748 | $3.0M |
| Lowe Brockenbrough & Co. Inc. | 0.19% | Reduce -32.2% | 1,740 | $3.0M |
| DekaBank Deutsche Girozentrale | 0.01% | No change | 1,741 | $3.0M |
| Toronto Dominion Bank | 0.01% | Add +4.5% | 1,732 | $3.0M |
| Freedom Day Solutions, LLC | 0.89% | Add +16.6% | 1,729 | $3.0M |
| Comerica Bank | 0.01% | Reduce -0.9% | 1,713 | $3.0M |
| Glenview Trust Co | 0.06% | Reduce -3.4% | 1,710 | $3.0M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.83% | Add +134.5% | 1,707 | $2.9M |
| Walleye Capital LLC | 0.03% | Add +1664.6% | 1,694 | $2.9M |
| Stansberry Asset Management, LLC | 0.40% | Reduce -6.5% | 1,690 | $2.9M |
| Cetera Investment Advisers | 0.01% | Add +8.2% | 1,649 | $2.8M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +3.2% | 1,617 | $2.8M |
| Xponance LLC | 0.03% | Add +9.9% | 1,592 | $2.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +1.9% | 1,586 | $2.7M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +0.2% | 1,567 | $2.7M |
| American Capital Advisory, LLC | 1.50% | Reduce -3.0% | 1,572 | $2.7M |
| Pavion Blue Capital, LLC | 1.26% | Add +1.4% | 1,559 | $2.7M |
| Federated Hermes, Inc. | 0.01% | No change | 1,518 | $2.6M |
| Beese Fulmer Investment Management, Inc. | 0.22% | No change | 1,507 | $2.6M |
| Kathleen S. Wright Associates Inc. | 1.06% | Add +0.7% | 1,464 | $2.5M |
| Kennondale Capital Management LLC | 2.73% | — | 1,465 | $2.5M |
| Weil Company, Inc. | 0.87% | Reduce -52.7% | 1,462 | $2.5M |
| Modern Wealth Management, LLC | 0.09% | Add +1.6% | 1,444 | $2.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -26.8% | 1,443 | $2.5M |
| Harbor Investment Advisory, LLC | 0.23% | No change | 1,428 | $2.5M |
| Silvercrest Asset Management Group LLC | 0.02% | Reduce -1.4% | 1,413 | $2.4M |
| Procyon Advisors, LLC | 0.15% | Reduce -0.5% | 1,403 | $2.4M |
| Rathbones Group PLC | 0.01% | Add +30.1% | 1,389 | $2.4M |
| Virginia Wealth Management Group, Inc. | 1.47% | Add +0.1% | 1,373 | $2.4M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.27% | Reduce -13.8% | 1,344 | $2.3M |
| Texas Yale Capital Corp. | 0.09% | No change | 1,326 | $2.3M |
| Agf Management Ltd. | 0.01% | Reduce -44.7% | 1,318 | $2.3M |
| Ostrum Asset Management | 0.19% | Reduce -3.9% | 1,293 | $2.2M |
| 1832 Asset Management L.P. | 0.00% | New | 1,280 | $2.2M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -8.8% | 1,277 | $2.2M |
| First National Advisers, LLC | 0.35% | Reduce -24.9% | 1,258 | $2.2M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | No change | 1,257 | $2.2M |
| Gold Investment Management Ltd. | 0.90% | Add +1.8% | 1,241 | $2.1M |
| Kensington Investment Counsel, LLC | 0.88% | Add +0.7% | 1,223 | $2.1M |
| Hilltop Holdings Inc. | 0.13% | Reduce -0.3% | 1,216 | $2.1M |
| Shelter Mutual Insurance Co | 0.52% | No change | 1,200 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +3.4% | 1,199 | $2.1M |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 1,192 | $2.1M |
| Intrepid Capital Management Inc. | 1.28% | Reduce -0.3% | 1,182 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -85.2% | 1,173 | $2.0M |
| Allianz Asset Management GmbH | 0.00% | Add +26.1% | 1,160 | $2.0M |
| Culbertson A N & Co. Inc. | 0.31% | Add +85.4% | 1,146 | $2.0M |
| Salvus Wealth Management, LLC | 1.25% | Reduce -1.1% | 1,132 | $2.0M |
| Sepio Capital, LP | 0.16% | Reduce -0.7% | 1,129 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Reduce -51.5% | 1,118 | $1.9M |
| Swedbank AB | 0.00% | Reduce -40.9% | 1,116 | $1.9M |
| Pilgrim Partners Asia Pte Ltd | 1.65% | — | 1,100 | $1.9M |
| Lawson Kroeker Investment Management Inc. | 0.35% | Reduce -0.4% | 1,085 | $1.9M |
| Crestwood Advisors Group, LLC | 0.03% | Reduce -0.8% | 1,075 | $1.9M |
| Intech Investment Management LLC | 0.02% | Add +23.9% | 1,068 | $1.8M |
| Values Added Financial LLC | 1.06% | Add +76.5% | 1,064 | $1.8M |
| Panagora Asset Management Inc. | 0.01% | Add +28.9% | 1,060 | $1.8M |
| Solitude Financial Services | 0.79% | Reduce -3.0% | 1,043 | $1.8M |
| Tredje AP-fonden | 0.02% | Reduce -50.0% | 1,040 | $1.8M |
| Schroder Investment Management Group | 0.00% | Reduce -14.5% | 1,040 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.3% | 1,028 | $1.8M |
| Swiss Life Asset Management Ltd | 0.01% | Add +62.2% | 1,025 | $1.8M |
| Royal Fund Management, LLC | 0.19% | Add +100.0% | 1,020 | $1.8M |
| Gotham Asset Management | 0.02% | Add +5.5% | 1,016 | $1.8M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +435.1% | 1,006 | $1.7M |
| King Luther Capital Management Corp. | 0.01% | No change | 1,000 | $1.7M |
| Gulf International Bank (UK) Ltd | 0.04% | Reduce -0.9% | 992 | $1.7M |
| Daiwa Securities Group Inc. | 0.01% | No change | 990 | $1.7M |
| Nordea Investment Management AB | 0.00% | Add +4.2% | 958 | $1.7M |
| Townsquare Capital LLC | 0.02% | Reduce -68.8% | 958 | $1.7M |
| M&T Bank Corp | 0.01% | Reduce -1.9% | 955 | $1.6M |
| Pensionfund Sabic | 0.43% | Add +46.1% | 950 | $1.6M |
| Wealthfront Advisers LLC | 0.00% | Reduce -13.6% | 941 | $1.6M |
| Choreo, LLC | 0.02% | Add +7.3% | 941 | $1.6M |
| Commerce Bank | 0.01% | Reduce -13.4% | 936 | $1.6M |
| Synovus Financial Corp. | 0.02% | Add +115.7% | 932 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Add +4.2% | 927 | $1.6M |
| &partners | 0.02% | Add +17.0% | 934 | $1.6M |
| Quantinno Capital Management LP | 0.02% | Add +43.8% | 906 | $1.6M |
| Inceptionr LLC | 0.34% | Add +361.9% | 896 | $1.5M |
| Bank of Montreal | 0.00% | Reduce -76.0% | 888 | $1.5M |
| TD Private Client Wealth LLC | 0.04% | Add +5.6% | 882 | $1.5M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -1.0% | 872 | $1.5M |
| Macquarie Group Ltd. | 0.00% | Add +43.1% | 1,172 | $1.5M |
| Benjamin Edwards Inc. | 0.02% | Add +78.6% | 868 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -45.8% | 864 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -45.8% | 864 | $1.5M |
| CenterBook Partners LP | 0.09% | Reduce -67.6% | 863 | $1.5M |
| First Hawaiian Bank | 0.05% | Reduce -33.2% | 858 | $1.5M |
| Mgo One Seven LLC | 0.06% | Add +7.0% | 857 | $1.5M |
| MML Investors Services, LLC | 0.01% | Add +4.4% | 848 | $1.5M |
| Ethic Inc. | 0.03% | Add +14.7% | 844 | $1.5M |
| Inspire Investing, LLC | 0.16% | Add +14.7% | 819 | $1.4M |
| Southeast Asset Advisors, LLC | 0.17% | No change | 816 | $1.4M |
| Tributary Capital Management, LLC | 0.11% | Add +42.9% | 809 | $1.4M |
| Scotia Capital Inc. | 0.01% | Reduce -32.2% | 805 | $1.4M |
| Compass Ion Advisors, LLC | 0.16% | No change | 784 | $1.4M |
| RKL Wealth Management LLC | 0.12% | No change | 778 | $1.3M |
| RFG Advisory, LLC | 0.04% | Reduce -0.7% | 766 | $1.3M |
| Gabelli Funds LLC | 0.01% | New | 764 | $1.3M |
| Main Street Financial Solutions, LLC | 0.13% | Add +0.7% | 753 | $1.3M |
| Aurora Investment Counsel | 0.71% | No change | 752 | $1.3M |
| Strategent Financial, LLC | 1.26% | — | 737 | $1.3M |
| Principle Wealth Partners LLC | 0.09% | No change | 737 | $1.3M |
| Hills Bank & Trust Co | 0.10% | Reduce -0.3% | 732 | $1.3M |
| Ancora Advisors LLC | 0.03% | Reduce -2.7% | 731 | $1.3M |
| PenderFund Capital Management Ltd. | 0.56% | New | 504 | $1.3M |
| Keybank National Association | 0.00% | Reduce -6.1% | 721 | $1.2M |
| Praxis Investment Management Inc. | 0.08% | New | 720 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +7.4% | 713 | $1.2M |
| Fi3 FINANCIAL ADVISORS, LLC | 0.46% | Add +2.5% | 705 | $1.2M |
| Amalgamated Bank | 0.01% | Reduce -11.1% | 699 | $1.2M |
| Tidal Investments LLC | 0.01% | Reduce -32.2% | 699 | $1.2M |
| WMS Partners, LLC | 0.07% | Add +5.9% | 697 | $1.2M |
| Fruth Investment Management | 0.33% | Reduce -0.1% | 684 | $1.2M |
| Alaska Permanent Fund Corp | 0.02% | No change | 683 | $1.2M |
| Horst & Graben Wealth Management LLC | 0.21% | No change | 676 | $1.2M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -7.8% | 676 | $1.2M |
| Bank of Nova Scotia | 0.00% | Reduce -22.6% | 662 | $1.1M |
| Savant Capital, LLC | 0.01% | Add +2.2% | 657 | $1.1M |
| Entropy Technologies, LP | 0.12% | Add +74.9% | 654 | $1.1M |
| Resonant Capital Advisors, LLC | 0.08% | Add +0.5% | 647 | $1.1M |
| Candriam S.C.A. | 0.01% | No change | 639 | $1.1M |
| Principal Securities, Inc. | 0.02% | Reduce -2.3% | 631 | $1.1M |
| Trust Co. of Vermont | 0.05% | Reduce -2.3% | 630 | $1.1M |
| Nisa Investment Advisors, LLC | 0.00% | No change | 630 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Add +6.3% | 629 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.8% | 627 | $1.1M |
| Front Street Capital Management, Inc. | 0.19% | Add +8.0% | 624 | $1.1M |
| Wolverine Trading, LLC | 0.02% | New | 614 | $1.1M |
| Baxter Bros Inc. | 0.14% | Add +76.6% | 611 | $1.1M |
| London Co. of Virginia | 0.01% | No change | 607 | $1.0M |
| Jane Street Group, LLC | 0.00% | Reduce -76.8% | 606 | $1.0M |
| Vinva Investment Management Ltd | 0.04% | Add +13.6% | 603 | $1.0M |
| Voleon Capital Management LP | 0.08% | — | 602 | $1.0M |
| Parisi Gray Wealth Management | 0.33% | Add +2.0% | 601 | $1.0M |
| Shelter Ins Retirement Plan | 1.33% | No change | 600 | $1.0M |
| Stephens Inc. | 0.01% | Reduce -0.2% | 599 | $1.0M |
| Verdence Capital Advisors LLC | 0.08% | Reduce -0.2% | 593 | $1.0M |
| Cibc World Markets Corp. | 0.01% | Reduce -22.7% | 586 | $1.0M |
| Smithfield Trust Co | 0.05% | No change | 582 | $1.0M |
| Arete Wealth Advisors, LLC | 0.07% | Add +8.3% | 564 | $974K |
| Prudential Financial Inc. | 0.00% | Reduce -7.7% | 564 | $974K |
| MAI Capital Management | 0.01% | Add +7.5% | 561 | $968K |
| Waverly Advisors, LLC | 0.01% | Add +7.3% | 559 | $965K |
| Atlanta Consulting Group Advisors, LLC | 0.36% | Reduce -1.8% | 558 | $963K |
| OMERS ADMINISTRATION Corp | 0.01% | Add +19.9% | 548 | $946K |
| Credit Agricole S A | 0.00% | Reduce -23.8% | 543 | $937K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +168.3% | 542 | $936K |
| Diversify Wealth Management, LLC | 0.07% | Add +31.7% | 561 | $931K |
| Carmel Capital Partners, LLC | 0.37% | Reduce -0.4% | 536 | $925K |
| Hi-Line Capital Management, LLC | 0.40% | Reduce -18.7% | 534 | $922K |
| Metis Global Partners, LLC | 0.03% | Add +4.1% | 534 | $922K |
| CIBC Asset Management Inc | 0.00% | Add +13.2% | 532 | $918K |
| Aigen Investment Management, LP | 0.16% | Add +3.3% | 530 | $915K |
| Hunter Associates Investment Management LLC | 0.14% | Reduce -30.9% | 515 | $890K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 515 | $889K |
| Sage Capital Advisors,llc | 0.22% | No change | 500 | $863K |
| Dark Forest Capital Management LP | 0.13% | New | 500 | $863K |
| Avalon Trust Co | 0.06% | No change | 500 | $863K |
| Bessemer Group Inc. | 0.00% | Reduce -37.8% | 494 | $853K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +17.5% | 491 | $848K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -25.6% | 490 | $846K |
| Lakewood Asset Management LLC | 0.58% | Add +0.4% | 488 | $842K |
| Advisory Services Network, LLC | 0.02% | Reduce -11.4% | 488 | $842K |
| Neuberger Berman Group LLC | 0.00% | Reduce -3.0% | 486 | $839K |
| Machina Capital S.A.S. | 0.35% | Reduce -34.6% | 485 | $837K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -17.0% | 475 | $820K |
| Perigon Wealth Management, LLC | 0.02% | Add +2.7% | 461 | $816K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -45.8% | 472 | $815K |
| Citadel Advisors | 0.00% | Reduce -98.3% | 472 | $815K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | Add +14.6% | 471 | $813K |
| SG Americas Securities, LLC | 0.00% | New | 469 | $810K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +1.5% | 469 | $810K |
| Constant Guidance Financial LLC | 0.69% | New | 464 | $801K |
| Mission Wealth Management, LP | 0.02% | Add +0.2% | 462 | $797K |
| WealthPlan Investment Management, LLC | 0.08% | Add +11.1% | 460 | $794K |
| Financial Security Advisor, Inc. | 0.20% | Reduce -0.9% | 448 | $773K |
| Caprock Group, LLC | 0.03% | Reduce -15.5% | 443 | $765K |
| Ieq Capital, LLC | 0.01% | Add +109.5% | 442 | $763K |
| Brave Asset Management Inc. | 0.24% | No change | 439 | $758K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -60.8% | 436 | $753K |
| Gilbert & Cook, Inc. | 0.10% | Add +1.7% | 428 | $739K |
| Allstate Corp. | 0.02% | New | 428 | $739K |
| Intrinsic Value Partners, LLC | 0.73% | No change | 421 | $727K |
| Private Advisor Group, LLC | 0.00% | Reduce -29.6% | 420 | $725K |
| Founders Capital Management, LLC | 0.12% | Reduce -0.7% | 407 | $703K |
| Virtu Financial LLC | 0.04% | New | 404 | $697K |
| Trust Point Inc. | 0.05% | New | 402 | $694K |
| Oak Grove Capital LLC | 0.14% | Reduce -2.4% | 400 | $690K |
| Two Sigma Securities, LLC | 0.13% | New | 400 | $690K |
| Linden Thomas Advisory Services, LLC | 0.09% | Reduce -0.5% | 400 | $690K |
| Calamos Wealth Management LLC | 0.04% | No change | 400 | $690K |
| Quadcap Wealth Management, LLC | 0.10% | Reduce -6.6% | 399 | $689K |
| AXA S.A. | 0.00% | Add +8.2% | 395 | $682K |
| Harvest Investment Services, LLC | 0.16% | Reduce -1.8% | 387 | $668K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 372 | $642K |
| Resurgent Financial Advisors LLC | 0.38% | Add +33.0% | 371 | $640K |
| Cross Staff Investments Inc | 0.45% | No change | 370 | $639K |
| Cary Street Partners Financial LLC | 0.02% | — | 369 | $637K |
| Legacy Advisors, LLC | 0.06% | No change | 368 | $635K |
| Aptus Capital Advisors, LLC | 0.01% | Add +69.9% | 367 | $634K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -84.7% | 366 | $632K |
| Compound Planning, Inc. | 0.03% | Add +33.7% | 365 | $630K |
| Vident Advisory, LLC | 0.01% | Reduce -0.8% | 365 | $630K |
| Apollon Wealth Management, LLC | 0.01% | Add +21.8% | 363 | $627K |
| Intellectus Partners, LLC | 0.14% | No change | 360 | $621K |
| MetLife Investment Management, LLC | 0.00% | Reduce -2.2% | 355 | $613K |
| Tokio Marine Asset Management Co. Ltd. | 0.02% | No change | 354 | $611K |
| Victrix Investment Advisors | 0.44% | — | 352 | $608K |
| Boyar Asset Management Inc. | 0.40% | Add +3.5% | 351 | $606K |
| MainStreet Investment Advisors LLC | 0.08% | Reduce -1.1% | 351 | $606K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 351 | $606K |
| Venturi Wealth Management, LLC | 0.03% | No change | 343 | $592K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -1.7% | 340 | $587K |
| HUB Investment Partners, LLC | 0.02% | New | 340 | $587K |
| Ritholtz Wealth Management | 0.02% | Reduce -3.2% | 337 | $582K |
| Shell Asset Management Co. | 0.03% | Reduce -4.3% | 336 | $580K |
| Blue Edge Capital, LLC | 0.09% | No change | 333 | $575K |
| Winthrop Advisory Group LLC | 0.07% | No change | 327 | $564K |
| Beacon Investment Advisors LLC | 0.26% | Add +4.9% | 320 | $552K |
| Taylor Hoffman Capital Management LLC | 0.20% | No change | 320 | $552K |
| Ossiam | 0.01% | Add +34.5% | 320 | $552K |
| Roehl & Yi Investment Advisors, LLC | 0.30% | — | 319 | $551K |
| QRG Capital Management, Inc. | 0.01% | Add +18.2% | 318 | $549K |
| Citizens Financial Group Inc. | 0.01% | Add +0.3% | 316 | $545K |
| TD Waterhouse Canada Inc. | 0.00% | Add +164.7% | 315 | $544K |
| Cwm, LLC | 0.00% | Add +26.0% | 315 | $544K |
| Anson Funds Management LP | 0.07% | No change | 315 | $544K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.0% | 315 | $544K |
| Marks Group Wealth Management, Inc | 0.05% | Reduce -0.3% | 311 | $537K |
| Elgethun Capital Management | 0.13% | Reduce -19.1% | 306 | $528K |
| Crestmont Private Wealth LLC | 0.23% | Add +4.9% | 301 | $520K |
| NewEdge Advisors, LLC | 0.00% | No change | 300 | $518K |
| Avantax Advisory Services, Inc. | 0.00% | Add +12.0% | 299 | $516K |
| Fox Run Management, L.L.C. | 0.09% | Add +127.5% | 298 | $514K |
| HighPoint Advisor Group LLC | 0.03% | Add +7.3% | 264 | $514K |
| Haverford Trust Co | 0.01% | Reduce -32.3% | 294 | $508K |
| NBT Bank, N.A. | 0.03% | No change | 289 | $499K |
| Financial Advocates Investment Management | 0.03% | Add +11.6% | 289 | $499K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | Add +108.7% | 288 | $497K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -14.5% | 288 | $497K |
| Madison Asset Management, LLC | 0.01% | No change | 285 | $493K |
| Madison Investment Advisors, LLC | 0.01% | — | 285 | $493K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +13.6% | 285 | $492K |
| Canandaigua National Trust Co of Florida | 0.38% | New | 283 | $489K |
| Mangrove Partners Im, LLC | 0.06% | New | 281 | $485K |
| XTX Topco Ltd | 0.04% | Reduce -68.8% | 281 | $485K |
| Bay Rivers Group | 0.23% | No change | 280 | $483K |
| Empowered Funds, LLC | 0.01% | Add +12.1% | 279 | $482K |
| Acima Private Wealth, LLC | 0.16% | No change | 276 | $476K |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.05% | — | 275 | $475K |
| Yousif Capital Management, LLC | 0.01% | Add +5.4% | 274 | $473K |
| Cadent Capital Advisors, LLC | 0.16% | No change | 269 | $464K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -2.9% | 268 | $463K |
| AlTi Global, Inc. | 0.01% | No change | 267 | $461K |
| Wealthspire Advisors, LLC | 0.00% | Add +64.2% | 266 | $459K |
| Baker Tilly Wealth Management, LLC | 0.18% | Add +7.3% | 264 | $456K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -8.4% | 262 | $452K |
| Allen Investment Management, LLC | 0.01% | No change | 262 | $452K |
| Tritonpoint Wealth, LLC | 0.04% | Add +0.4% | 261 | $450K |
| Dakota Wealth Management | 0.01% | Add +2.0% | 257 | $444K |
| Hara Capital LLC | 0.28% | Reduce -1.9% | 257 | $444K |
| Flagstone Financial Management | 0.15% | No change | 254 | $438K |
| Jones Financial Companies LLLP | 0.00% | Add +89.5% | 254 | $438K |
| Opal Wealth Advisors, LLC | 0.13% | Add +4.1% | 253 | $437K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +41.3% | 253 | $437K |
| Gilliland Jeter Wealth Management LLC | 0.15% | No change | 253 | $437K |
| Dover Advisors, LLC | 0.25% | Reduce -3.5% | 252 | $435K |
| Inlet Private Wealth, LLC | 0.11% | Add +31.4% | 251 | $433K |
| Carnegie Lake Advisors LLC | 0.17% | No change | 250 | $432K |
| Norman Fields, Gottscho Capital Management, LLC | 0.14% | No change | 250 | $432K |
| Trustmark Bank Trust Department | 0.03% | No change | 250 | $432K |
| UniSuper Management Pty Ltd | 0.00% | Reduce -19.4% | 250 | $432K |
| Wallace Advisory Group, LLC | 0.30% | Reduce -1.8% | 275 | $431K |
| Glenmede Trust Co. NA | 0.00% | Reduce -17.4% | 246 | $425K |
| Sebold Capital Management, Inc. | 0.28% | Reduce -2.4% | 245 | $423K |
| Mills Wealth Advisors LLC | 0.24% | Add +24.5% | 244 | $421K |
| Worldquant Millennium Advisors LLC | 0.00% | Add +3.4% | 242 | $418K |
| One Wealth Advisors, LLC | 0.06% | No change | 238 | $411K |
| Lazard Asset Management LLC | 0.00% | Add +106.1% | 237 | $408K |
| Hengehold Capital Management LLC | 0.04% | Add +61.6% | 236 | $407K |
| Vestcor Inc | 0.01% | No change | 234 | $404K |
| denkapparat Operations GmbH | 0.60% | — | 234 | $404K |
| Manchester Capital Management LLC | 0.05% | No change | 233 | $402K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | Reduce -5.3% | 232 | $400K |
| Independent Financial Group, LLC | 0.01% | Add +3.6% | 232 | $400K |
| Argonautica Private Wealth Management, Inc. | 0.13% | Reduce -2.1% | 230 | $397K |
| FineMark National Bank & Trust | 0.01% | No change | 227 | $392K |
| Sentry Investment Management LLC | 0.19% | Reduce -14.1% | 226 | $390K |
| Legacy Capital Wealth Partners, LLC | 0.10% | Add +2.3% | 225 | $388K |
| New York Life Investment Management LLC | 0.00% | New | 224 | $387K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -3.5% | 223 | $385K |
| NorthCoast Asset Management LLC | 0.00% | Add +26.0% | 223 | $385K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.06% | Reduce -18.4% | 222 | $383K |
| IHT Wealth Management, LLC | 0.01% | Reduce -0.5% | 222 | $383K |
| Fiduciary Financial Group, LLC | 0.08% | Reduce -0.9% | 230 | $382K |
| Integrated Quantitative Investments LLC | 0.19% | — | 220 | $380K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.14% | — | 218 | $376K |
| Thompson Davis & Co., Inc. | 0.24% | No change | 216 | $373K |
| Isthmus Partners, LLC | 0.05% | No change | 216 | $373K |
| Forum Financial Management, LP | 0.01% | No change | 216 | $373K |
| Greenleaf Trust | 0.00% | Add +3.4% | 213 | $368K |
| Old National Bancorp | 0.01% | Reduce -11.6% | 213 | $368K |
| Cascades Capital Asset Management, LLC | 0.20% | No change | 211 | $364K |
| Manchester Financial Inc. | 0.08% | Reduce -0.9% | 210 | $363K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Reduce -38.4% | 207 | $357K |
| AlphaQuest LLC | 0.05% | Reduce -91.3% | 206 | $356K |
| DRW Securities, LLC | 0.02% | New | 205 | $354K |
| Evergreen Capital Management LLC | 0.01% | No change | 203 | $350K |
| Evercore Wealth Management, LLC | 0.01% | No change | 203 | $350K |
| Saybrook Capital | 0.09% | New | 200 | $345K |
| MCF Advisors LLC | 0.02% | Reduce -21.6% | 200 | $345K |
| Parsons Capital Management Inc. | 0.02% | Reduce -4.8% | 200 | $345K |
| E. Ohman J:or Asset Management AB | 0.01% | New | 200 | $345K |
| Lido Advisors, LLC | 0.00% | No change | 198 | $342K |
| Studio Investment Management LLC | 0.07% | No change | 196 | $338K |
| Heartwood Wealth Advisors LLC | 0.04% | Add +0.5% | 195 | $337K |
| Founders Grove Wealth Partners, LLC | 0.10% | — | 193 | $333K |
| Choate Investment Advisors | 0.01% | Add +0.5% | 193 | $333K |
| Fidelis Capital Partners, LLC | 0.03% | Reduce -1.6% | 182 | $331K |
| Marcum Wealth, LLC | 0.03% | Add +7.9% | 191 | $330K |
| Jackson Hole Capital Partners, LLC | 0.07% | No change | 190 | $328K |
| Salomon & Ludwin, LLC | 0.03% | Reduce -0.5% | 190 | $328K |
| Howland Capital Management LLC | 0.01% | No change | 189 | $326K |
| Motley Fool Asset Management LLC | 0.02% | Add +6.8% | 189 | $326K |
| Qtron Investments LLC | 0.05% | No change | 188 | $325K |
| Traphagen Investment Advisors LLC | 0.03% | No change | 188 | $325K |
| RMR Capital Management, LLC | 0.24% | No change | 186 | $321K |
| Level Four Advisory Services, LLC | 0.01% | No change | 184 | $318K |
| Capital Asset Advisory Services LLC | 0.02% | No change | 184 | $315K |
| Act Two Investors LLC | 0.06% | No change | 182 | $314K |
| Allen Capital Group, LLC | 0.04% | New | 178 | $307K |
| EP Wealth Advisors, LLC | 0.00% | Add +2.9% | 178 | $307K |
| Hamilton Capital, LLC | 0.02% | No change | 175 | $302K |
| Prosperity Consulting Group, LLC | 0.02% | No change | 174 | $300K |
| Hunting Hill Global Capital, LLC | 0.13% | No change | 172 | $297K |
| American Trust | 0.02% | Add +1.8% | 172 | $297K |
| Western Wealth Management, LLC | 0.02% | Reduce -4.4% | 172 | $297K |
| Fifth Third Bancorp | 0.00% | Reduce -12.7% | 172 | $297K |
| Tocqueville Asset Management L.P. | 0.00% | Reduce -0.6% | 170 | $293K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -2.3% | 168 | $290K |
| waypoint wealth counsel | 0.19% | No change | 167 | $288K |
| Genesis Private Wealth, LLC | 0.16% | — | 167 | $288K |
| Lodestone Wealth Management LLC | 0.14% | Reduce -0.6% | 160 | $277K |
| Prudential PLC | 0.00% | No change | 159 | $274K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -42.1% | 158 | $273K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -10.2% | 158 | $273K |
| Arax Advisory Partners | 0.02% | Reduce -63.3% | 157 | $271K |
| Equitable Trust Co. | 0.02% | No change | 157 | $271K |
| Bremer Bank National Association | 0.05% | No change | 155 | $268K |
| Canal Capital Management, LLC | 0.04% | New | 155 | $268K |
| Natixis | 0.00% | Add +104.0% | 155 | $268K |
| RAM Investment Partners, LLC | 0.06% | Add +2.7% | 151 | $261K |
| Northwest Quadrant Wealth Management, LLC | 0.06% | Reduce -6.2% | 151 | $261K |
| OneDigital Investment Advisors LLC | 0.00% | Add +2.7% | 151 | $261K |
| Dimension Capital Management LLC | 0.04% | Reduce -7.4% | 150 | $259K |
| Edgemoor Investment Advisors, Inc. | 0.02% | Reduce -2.6% | 150 | $259K |
| ORG Partners LLC | 0.04% | No change | 150 | $259K |
| Park Avenue Securities LLC | 0.00% | Reduce -12.4% | 148 | $256K |
| L.K. Benson & Company, P.C. | 0.18% | — | 146 | $252K |
| WCM Investment Management, LLC | 0.00% | New | 146 | $252K |
| Wellington Shields & Co., LLC | 0.08% | Add +4.3% | 145 | $250K |
| Conestoga Capital Advisors, LLC | 0.00% | No change | 145 | $250K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 144 | $248K |
| Accretive Wealth Partners, LLC | 0.10% | No change | 143 | $247K |
| Wills Financial Group, Inc. | 0.11% | No change | 142 | $245K |
| Anchor Investment Management, LLC | 0.02% | Add +132.8% | 142 | $245K |
| Signaturefd, LLC | 0.00% | Add +2.9% | 141 | $244K |
| Arlington Trust Co LLC | 0.05% | No change | 141 | $243K |
| Am Investment Strategies LLC | 0.06% | Reduce -20.0% | 140 | $242K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -46.6% | 140 | $242K |
| MBL Wealth, LLC | 0.02% | No change | 139 | $240K |
| Silverlake Wealth Management LLC | 0.09% | No change | 138 | $238K |
| Brown Brothers Harriman & Co. | 0.00% | Add +9.5% | 138 | $238K |
| Brighton Jones LLC | 0.01% | New | 137 | $236K |
| Allworth Financial LP | 0.00% | No change | 130 | $236K |
| Cathy Pareto & Associates, Inc. | 0.22% | — | 136 | $235K |
| Beacon Financial Group | 0.03% | No change | 135 | $233K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 135 | $233K |
| StoneX Group Inc. | 0.01% | New | 134 | $231K |
| Farther Finance Advisors, LLC | 0.01% | Add +45.6% | 134 | $231K |
| Cigna Investments Inc. | 0.04% | No change | 132 | $228K |
| Schechter Investment Advisors, LLC | 0.02% | Reduce -9.6% | 132 | $228K |
| Murphy & Mullick Capital Management Corp | 0.21% | — | 131 | $226K |
| Graypoint LLC | 0.01% | Add +0.8% | 131 | $226K |
| Tucker Asset Management LLC | 0.05% | No change | 130 | $224K |
| Two Sigma Advisers, LP | 0.00% | Reduce -79.4% | 130 | $224K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 128 | $221K |
| EntryPoint Capital, LLC | 0.09% | New | 128 | $221K |
| Bluespring Wealth Management, LLC | 0.02% | Reduce -2.3% | 127 | $219K |
| IFG Advisory, LLC | 0.01% | New | 127 | $219K |
| Merit Financial Group, LLC | 0.00% | New | 127 | $219K |
| GM Advisory Group, LLC | 0.01% | New | 126 | $218K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 125 | $216K |
| ICONIQ Capital, LLC | 0.00% | New | 125 | $216K |
| Astoria Portfolio Advisors LLC. | 0.08% | New | 125 | $215K |
| Plan A Wealth LLC | 0.20% | — | 124 | $214K |
| Cresset Asset Management, LLC | 0.00% | Reduce -68.2% | 124 | $213K |
| Corebridge Financial, Inc. | 0.00% | Reduce -6.9% | 122 | $211K |
| Colonial Trust Co / SC | 0.03% | Add +37.5% | 121 | $209K |
| Checchi Capital Advisers, LLC | 0.02% | New | 121 | $209K |
| Carnegie Investment Counsel | 0.01% | New | 120 | $207K |
| First Financial Bank - Trust Division | 0.02% | New | 120 | $207K |
| Vise Technologies, Inc. | 0.02% | New | 119 | $205K |
| Wedbush Securities Inc. | 0.01% | Reduce -9.2% | 119 | $205K |
| Roberts Glore & Co. Inc. | 0.06% | New | 118 | $204K |
| Walleye Trading LLC | 0.00% | Reduce -67.7% | 117 | $202K |
| Virtue Capital Management, LLC | 0.04% | Reduce -21.6% | 116 | $200K |
| Covestor Ltd | 0.13% | Reduce -23.3% | 115 | $200K |
| Huntington National Bank | 0.00% | Reduce -24.5% | 114 | $197K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -95.4% | 114 | $195K |
| Hexagon Capital Partners LLC | 0.04% | No change | 112 | $193K |
| Blue Trust, Inc. | 0.00% | Reduce -48.2% | 101 | $174K |
| GeoWealth Management, LLC | 0.01% | Reduce -1.0% | 97 | $167K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +15.7% | 96 | $166K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 91 | $157K |
| Colonial Trust Advisors | 0.01% | No change | 89 | $154K |
| Smartleaf Asset Management LLC | 0.02% | Reduce -12.1% | 87 | $150K |
| TCTC Holdings, LLC | 0.01% | No change | 84 | $145K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +140.0% | 84 | $145K |
| Ofi Invest Asset Management | 0.00% | — | 80 | $133K |
| SouthState Bank Corp | 0.01% | Reduce -11.5% | 77 | $133K |
| Geneos Wealth Management Inc. | 0.00% | No change | 77 | $133K |
| Evolution Advisers, Inc. | 0.07% | Add +1.4% | 74 | $128K |
| Harvest Fund Management Co., Ltd | 0.01% | New | 70 | $121K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 70 | $120K |
| Stonebridge Financial Group, LLC | 0.01% | — | 67 | $116K |
| IFP Advisors, Inc | 0.00% | Reduce -6.9% | 67 | $116K |
| Godsey & Gibb, Inc. | 0.01% | No change | 65 | $112K |
| Icon Wealth Advisors, LLC | 0.01% | New | 61 | $105K |
| Capital Analysts, LLC | 0.00% | No change | 60 | $104K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 60 | $104K |
| Penserra Capital Management LLC | 0.00% | Reduce -1.7% | 58 | $100K |
| Crewe Advisors LLC | 0.01% | New | 56 | $97K |
| Quent Capital, LLC | 0.01% | Reduce -1.8% | 55 | $95K |
| GAMMA Investing LLC | 0.01% | Add +25.0% | 55 | $95K |
| Rothschild Investment LLC | 0.01% | No change | 55 | $95K |
| Quadrant Capital Group LLC | 0.01% | Reduce -12.1% | 51 | $88K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | Reduce -75.9% | 51 | $88K |
| Prestige Wealth Management Group LLC | 0.02% | No change | 50 | $86K |
| Evermay Wealth Management LLC | 0.01% | No change | 49 | $85K |
| Lindbrook Capital, LLC | 0.01% | Add +8.9% | 49 | $85K |
| Avior Wealth Management, LLC | 0.00% | No change | 47 | $81K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -98.7% | 43 | $74K |
| Pinnacle Bancorp, Inc. | 0.02% | Reduce -4.5% | 42 | $73K |
| Westpac Banking Corp. | 0.00% | No change | 40 | $69K |
| Mendota Financial Group, LLC | 0.04% | Reduce -22.0% | 39 | $67K |
| Caitong International Asset Management Co., Ltd | 0.06% | — | 36 | $62K |
| Assetmark, Inc. | 0.00% | Add +140.0% | 36 | $62K |
| Ransom Advisory, Ltd | 0.03% | No change | 34 | $59K |
| Maryland Capital Advisors Inc. | 0.03% | No change | 32 | $55K |
| Private Trust Co. NA | 0.01% | Add +23.1% | 32 | $55K |
| McIlrath & Eck, LLC | 0.01% | Add +866.7% | 29 | $50K |
| Delta Asset Management LLC | 0.00% | No change | 28 | $48K |
| Spire Wealth Management | 0.00% | No change | 28 | $48K |
| Vestor Capital, LLC | 0.00% | New | 27 | $47K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 27 | $47K |
| Global Retirement Partners, LLC | 0.00% | No change | 26 | $45K |
| LGT Financial Advisors LLC | 0.10% | No change | 25 | $43K |
| Global Trust Asset Management, LLC | 0.02% | New | 24 | $41K |
| Empirical Asset Management, LLC | 0.01% | New | 31,382 | $38K |
| Toth Financial Advisory Corp. | 0.00% | No change | 22 | $38K |
| FPC Investment Advisory, Inc. | 0.03% | New | 20 | $37K |
| Brooklyn Investment Group | 0.01% | Add +5.0% | 21 | $36K |
| Oarsman Capital, Inc. | 0.01% | No change | 21 | $36K |
| Larson Financial Group LLC | 0.00% | Reduce -8.7% | 21 | $36K |
| SBI Securities Co., Ltd. | 0.00% | — | 21 | $36K |
| Private Wealth Management Group, LLC | 0.01% | No change | 19 | $33K |
| State of Wyoming | 0.00% | Add +18.8% | 19 | $33K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 18 | $31K |
| Deseret Mutual Benefit Administrators | 0.02% | No change | 18 | $31K |
| Lavaca Capital LLC | 0.01% | New | 18 | $31K |
| SIMA Wealth Partners, LLC | 0.02% | No change | 16 | $28K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -66.0% | 16 | $28K |
| MidAtlantic Capital Management, Inc. | 0.02% | No change | 15 | $26K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 15 | $26K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 16 | $25K |
| Versant Capital Management, Inc | 0.01% | Add +75.0% | 14 | $24K |
| Johnson Financial Group, Inc. | 0.00% | Add +550.0% | 13 | $24K |
| Parkside Financial Bank & Trust | 0.00% | Add +30.0% | 13 | $22K |
| Sittner & Nelson, LLC | 0.01% | Add +8.3% | 13 | $22K |
| Anfield Capital Management, LLC | 0.01% | No change | 13 | $22K |
| Hemington Wealth Management | 0.01% | Add +18.2% | 13 | $22K |
| SJS Investment Consulting Inc. | 0.00% | No change | 12 | $21K |
| Bruce G. Allen Investments, LLC | 0.02% | No change | 12 | $21K |
| Barrett & Company, Inc. | 0.01% | No change | 12 | $21K |
| Truvestments Capital LLC | 0.01% | No change | 12 | $21K |
| Citizens National Bank Trust Department | 0.00% | No change | 12 | $21K |
| Adirondack Trust Co. | 0.01% | No change | 12 | $21K |
| Valley National Advisers Inc. | 0.00% | No change | 12 | $20K |
| Riverview Trust Co | 0.02% | No change | 11 | $19K |
| Gables Capital Management Inc. | 0.01% | No change | 11 | $19K |
| WR Wealth Planners, LLC | 0.01% | No change | 11 | $19K |
| Asset Dedication, LLC | 0.00% | No change | 11 | $19K |
| Bogart Wealth, LLC | 0.00% | Add +22.2% | 11 | $19K |
| Whittier Trust Co. | 0.00% | No change | 11 | $19K |
| True Wealth Design, LLC | 0.01% | No change | 10 | $17K |
| Glass Jacobson Investment Advisors llc | 0.01% | New | 10 | $17K |
| Aviso Financial Inc. | 0.00% | No change | 10 | $17K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 10 | $17K |
| 2UniFi Bank | 0.01% | — | 9 | $16K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 9 | $16K |
| First Command Advisory Services, Inc. | 0.00% | New | 9 | $16K |
| Criterion Capital Advisors, LLC | 0.01% | No change | 9 | $14K |
| Wingate Wealth Advisors, Inc. | 0.01% | — | 8 | $14K |
| Putney Financial Group LLC | 0.01% | — | 8 | $14K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +14.3% | 8 | $14K |
| CVA Family Office, LLC | 0.00% | Add +60.0% | 8 | $14K |
| Legacy Bridge, LLC | 0.01% | No change | 7 | $12K |
| Creative Financial Designs Inc. | 0.00% | No change | 7 | $12K |
| Frazier Financial Advisors, LLC | 0.01% | Reduce -22.2% | 7 | $12K |
| Pittenger & Anderson Inc. | 0.00% | Add +100.0% | 6 | $10K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -98.5% | 6 | $10K |
| Silicon Valley Capital Partners | 0.00% | No change | 6 | $10K |
| Harbour Investments, Inc. | 0.00% | Add +200.0% | 6 | $10K |
| Mather Group, Llc. | 0.00% | Add +200.0% | 6 | $10K |
| Pacifica Partners Inc. | 0.00% | No change | 6 | $10K |
| City Holding Co. | 0.00% | No change | 12 | $10K |
| GW&K Investment Management, LLC | 0.00% | No change | 5 | $9K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 5 | $9K |
| Rogco, LP | 0.00% | No change | 5 | $9K |
| SRH Advisors, LLC | 0.00% | No change | 5 | $9K |
| St Germain D J Co. Inc. | 0.00% | No change | 5 | $9K |
| Simplex Trading, LLC | 0.00% | Reduce -54.5% | 5 | $8K |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 4 | $7K |
| Bell Investment Advisors, Inc | 0.00% | No change | 4 | $7K |
| Evelyn Partners Investment Management Services Ltd | 0.00% | — | 4 | $7K |
| Concord Wealth Partners | 0.00% | No change | 4 | $7K |
| North Star Investment Management Corp. | 0.00% | New | 4 | $7K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +100.0% | 4 | $7K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 3 | $6K |
| Innovative Advisory Group, LLC | 0.00% | — | 3 | $5K |
| Richards, Merrill & Peterson, Inc. | 0.00% | — | 3 | $5K |
| Fortitude Family Office, LLC | 0.00% | No change | 3 | $5K |
| MV Capital Management, Inc. | 0.00% | Add +50.0% | 3 | $5K |
| TD Capital Management LLC | 0.00% | Add +50.0% | 3 | $5K |
| UMB Bank, n.a. | 0.00% | Reduce -89.3% | 3 | $5K |
| Fairscale Capital, 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 |
| Zions Bancorporation, N.A. | 0.00% | No change | 2 | $3K |
| Sachetta, LLC | 0.00% | No change | 1 | $2K |
| HHM Wealth Advisors, LLC | 0.00% | New | 1 | $2K |
| Global Financial Private Client, LLC | 0.00% | New | 1 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 1 | $2K |
| Tortoise Investment Management, LLC | 0.00% | No change | 1 | $2K |
| CoreCap Advisors, LLC | 0.00% | Reduce -83.3% | 1 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1 | $2K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1 | $2K |
| Winnacle Wealth LLC | 0.00% | — | 1 | $467 |
| TrinityBridge Ltd | 0.00% | No change | 22 | $0 |
"% of holder's portfolio" is MKL's weight in each manager's 13F, not the share of Markel Group Inc. the manager owns.