Markel GroupMKL
13F holders, Q1 2025 (March 31)853holders +21
81new positions
60sold out
9famous investors
$1868.98avg. 13F price*
At the end of Q1 2025, 853 institutions reported holding Markel Group Inc. (MKL) in their 13F filings, up 21 from Q4 2024. 81 opened new positions and 60 sold out. The largest holders were Vanguard Group Inc. ($2.2B), BlackRock, Inc. ($1.4B) and Principal Financial Group Inc. ($1.0B). 9 famous investors held it, including Francois Rochon (3.0% of Giverny Capital's portfolio), Tom Russo (0.2% of Gardner Russo & Quinn's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Markel Group Inc.
- CUSIP
- 570535104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $582.3M |
| Exits | 60 | $74.8M |
All 13F filers, Q4 2024 → Q1 2025: 743,860 shares bought and 539,514 shares sold, net +204,346 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 853 holders
| Vanguard Group Inc. | 0.04% | Add +0.7% | 1,158,510 | $2.2B |
| BlackRock, Inc. | 0.03% | Add +1.6% | 766,721 | $1.4B |
| Principal Financial Group Inc. | 0.57% | Reduce -0.8% | 543,935 | $1.0B |
| Morgan Stanley | 0.06% | Reduce -6.8% | 482,100 | $901.3M |
| Davis Selected Advisers | 4.00% | Add +0.3% | 371,469 | $694.5M |
| State Street Corp. | 0.02% | Reduce -0.9% | 310,364 | $580.3M |
| Boston Partners | 0.63% | Reduce -1.8% | 276,672 | $517.2M |
| Geode Capital Management, LLC | 0.03% | Add +5.1% | 220,005 | $410.4M |
| Baillie Gifford & Co. | 0.34% | Reduce -7.4% | 210,484 | $393.5M |
| DAVENPORT & Co LLC | 2.25% | Reduce -0.5% | 203,319 | $379.5M |
| Select Equity Group, L.P. | 1.60% | New | 191,223 | $357.5M |
| JANA Partners Management, LP | 15.06% | Add +43.2% | 156,022 | $291.7M |
| T. Rowe Price Investment Management, Inc. | 0.19% | Add +0.1% | 153,917 | $287.8M |
| Norges Bank | 0.04% | Reduce -0.0% | 147,586 | $275.9M |
| Van Lanschot Kempen Investment Management N.V. | 2.85% | Add +20.1% | 146,076 | $273.1M |
| Bank of America Corp. | 0.02% | Add +2.7% | 144,759 | $270.6M |
| Wellington Management Group LLP | 0.05% | Reduce -4.8% | 139,877 | $261.5M |
| First Trust Advisors LP | 0.23% | Add +676.4% | 139,435 | $260.7M |
| Dimensional Fund Advisors LP | 0.06% | Add +1.9% | 118,851 | $222.2M |
| Epoch Investment Partners, Inc. | 1.05% | Add +49.5% | 108,019 | $202.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +0.5% | 101,524 | $189.8M |
| Northern Trust Corp. | 0.03% | Reduce -1.8% | 92,656 | $173.2M |
| Madison Avenue Partners, LP | 14.50% | New | 91,357 | $170.8M |
| Scharf Investments, LLC | 5.02% | Reduce -6.7% | 88,869 | $166.1M |
| Fenimore Asset Management Inc | 3.50% | Reduce -0.1% | 88,357 | $165.2M |
| Douglass Winthrop Advisors, LLC | 2.98% | Reduce -5.7% | 83,668 | $156.4M |
| UBS Group AG | 0.03% | Reduce -26.1% | 82,079 | $153.5M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.50% | Add +11.4% | 82,205 | $153.3M |
| Polar Capital Holdings Plc | 0.92% | Add +3.8% | 80,250 | $150.0M |
| Legal & General Group Plc | 0.04% | Add +1.5% | 80,202 | $149.9M |
| Fort Washington Investment Advisors Inc. | 0.92% | Add +3.7% | 79,777 | $149.2M |
| Barr E S & Co. | 9.04% | Reduce -1.5% | 79,673 | $149.0M |
| Jennison Associates LLC | 0.10% | Add +1.1% | 79,631 | $148.9M |
| Check Capital Management Inc. | 9.61% | Add +2.5% | 79,086 | $147.9M |
| HighTower Advisors, LLC | 0.18% | Reduce -0.4% | 71,708 | $134.1M |
| TD Asset Management Inc | 0.12% | Add +34.0% | 68,636 | $128.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +4.9% | 60,739 | $113.6M |
| Graham Holdings Co Master Retirement Trust | 14.08% | No change | 58,008 | $108.5M |
| California Public Employees Retirement System | 0.07% | Reduce -4.4% | 57,139 | $106.8M |
| Wells Fargo & Company | 0.03% | Reduce -10.1% | 57,043 | $106.6M |
| Raymond James Financial Inc. | 0.04% | Reduce -2.1% | 55,993 | $104.7M |
| Graham Holdings Co | 11.50% | No change | 55,430 | $103.6M |
| DF Dent & Co. Inc. | 1.38% | Reduce -33.3% | 55,271 | $103.3M |
| Davis Asset Management, L.P. | 3.89% | No change | 50,000 | $93.5M |
| Avenir Corp. | 9.74% | Reduce -9.0% | 49,640 | $92.8M |
| Envestnet Asset Management Inc. | 0.03% | Add +13.9% | 48,870 | $91.4M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.4% | 47,260 | $88.4M |
| Royal Bank of Canada | 0.02% | Reduce -10.9% | 43,796 | $81.9M |
| Giverny Capital | 2.99% | Add +0.2% | 43,402 | $81.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.20% | Reduce -15.1% | 42,110 | $78.7M |
| Thompson Siegel & Walmsley LLC | 1.27% | Reduce -12.4% | 39,853 | $74.5M |
| Steginsky Capital LLC | 16.35% | Reduce -3.1% | 39,098 | $73.1M |
| Anchor Capital Advisors LLC | 2.10% | Reduce -5.9% | 37,658 | $70.4M |
| Swiss National Bank | 0.05% | Reduce -0.8% | 36,280 | $67.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +9.8% | 34,704 | $64.9M |
| Cooke & Bieler LP | 0.64% | Reduce -37.4% | 34,031 | $63.6M |
| Quilter Plc | 1.31% | Add +1.9% | 33,754 | $63.1M |
| Marathon Asset Management Ltd | 1.89% | Reduce -5.5% | 33,040 | $61.8M |
| Beck Mack & Oliver LLC | 1.11% | Reduce -1.6% | 29,727 | $55.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -0.5% | 28,666 | $53.6M |
| Renaissance Technologies | 0.08% | Add +88.1% | 27,921 | $52.2M |
| FMR LLC | 0.00% | Add +5.1% | 27,438 | $51.3M |
| Greenbrier Partners Capital Management, LLC | 4.01% | No change | 27,420 | $51.3M |
| Capco Asset Management, LLC | 12.02% | Reduce -3.0% | 27,172 | $50.8M |
| Sather Financial Group Inc | 3.21% | Reduce -7.3% | 26,332 | $49.2M |
| JPMorgan Chase & Co. | 0.00% | Add +39.1% | 26,033 | $48.7M |
| First Manhattan Co. Llc. | 0.14% | Reduce -48.3% | 25,369 | $47.4M |
| Nuveen, LLC | 0.01% | — | 24,495 | $45.8M |
| Broad Run Investment Management, LLC | 7.62% | Reduce -25.7% | 24,408 | $45.6M |
| American Century Companies Inc. | 0.03% | Add +50.3% | 23,952 | $44.8M |
| AQR Capital Management | 0.04% | Reduce -16.9% | 23,372 | $43.1M |
| Greenlea Lane Capital Management, LLC | 14.51% | Add +3.4% | 22,455 | $42.0M |
| Russell Investments Group, Ltd. | 0.06% | Reduce -6.2% | 21,456 | $40.1M |
| Deutsche Bank AG | 0.02% | Reduce -22.8% | 21,396 | $40.0M |
| Country Trust Bank | 0.96% | Reduce -3.9% | 20,463 | $38.3M |
| Lafayette Investments, Inc. | 8.01% | Reduce -0.3% | 20,248 | $37.9M |
| California State Teachers Retirement System | 0.05% | Reduce -0.4% | 19,812 | $37.0M |
| Cobblestone Capital Advisors LLC | 2.02% | Add +1.3% | 19,768 | $37.0M |
| National Pension Service | 0.03% | Reduce -0.7% | 19,306 | $36.1M |
| Pinnacle Associates Ltd. | 0.52% | Reduce -5.8% | 18,897 | $35.3M |
| Mraz, Amerine & Associates, Inc. | 5.96% | Add +0.1% | 18,678 | $34.7M |
| Invesco Ltd. | 0.01% | Add +2.6% | 17,338 | $32.4M |
| Amundi | 0.01% | Reduce -3.2% | 17,599 | $32.2M |
| Rhumbline Advisers | 0.03% | Reduce -0.8% | 17,094 | $32.0M |
| Lincoln Capital LLC | 6.57% | Reduce -0.0% | 17,613 | $31.4M |
| Teacher Retirement System of Texas | 0.13% | Add +0.9% | 16,711 | $31.2M |
| Barclays PLC | 0.01% | Add +45.1% | 16,685 | $31.2M |
| Citadel Investment Advisory, Inc. | 14.72% | Add +0.5% | 16,014 | $29.9M |
| Janus Henderson Group PLC | 0.02% | Reduce -1.5% | 15,950 | $29.6M |
| Caisse de depot et placement du Quebec | 0.06% | Add +12.1% | 15,618 | $29.2M |
| Mackenzie Financial Corp. | 0.04% | Reduce -60.0% | 15,093 | $28.2M |
| Canada Pension Plan Investment Board | 0.03% | Add +32.9% | 14,767 | $27.6M |
| Martingale Asset Management L P | 0.69% | Reduce -8.2% | 14,501 | $27.1M |
| Qube Research & Technologies Ltd | 0.04% | Reduce -18.7% | 13,599 | $25.4M |
| Poehling Capital Management, INC. | 6.11% | Add +0.5% | 12,911 | $24.1M |
| Sprucegrove Investment Management Ltd. | 2.54% | Reduce -30.2% | 12,626 | $23.6M |
| HSBC Holdings PLC | 0.02% | Reduce -31.3% | 12,112 | $22.6M |
| State Board of Administration of Florida Retirement System | 0.04% | Add +20.7% | 11,775 | $22.0M |
| Natixis Advisors, LLC | 0.04% | Reduce -11.8% | 11,506 | $21.5M |
| APG Asset Management N.V. | 0.07% | Reduce -7.8% | 12,398 | $21.5M |
| Swedbank AB | 0.03% | Add +879.9% | 10,936 | $20.4M |
| PYA Waltman Capital, LLC | 6.33% | Reduce -0.6% | 10,774 | $20.1M |
| Snyder Capital Management L P | 0.44% | Reduce -2.0% | 10,651 | $19.9M |
| Banyan Capital Management, Inc. | 11.20% | Reduce -0.8% | 10,611 | $19.8M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -1.6% | 10,363 | $19.4M |
| Blair William & Co. | 0.06% | Reduce -2.0% | 10,083 | $18.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +7.5% | 10,030 | $18.8M |
| Rockbridge Asset Management LLC | 10.97% | Reduce -33.3% | 9,592 | $17.9M |
| JCP Investment Management, LLC | 10.88% | Add +0.5% | 9,435 | $17.6M |
| Illinois Municipal Retirement Fund | 0.25% | Add +5.5% | 9,294 | $17.4M |
| Smith Salley Wealth Management | 1.12% | Add +0.6% | 9,178 | $17.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.3% | 9,136 | $17.1M |
| Aviva PLC | 0.04% | Add +14.9% | 8,963 | $16.8M |
| Hutchinson Capital Management | 3.01% | Reduce -1.0% | 8,452 | $15.8M |
| Twinbeech Capital LP | 0.28% | New | 8,293 | $15.5M |
| Gardner Russo & Quinn | 0.17% | Reduce -4.0% | 8,276 | $15.5M |
| Citigroup Inc. | 0.01% | Reduce -11.7% | 8,232 | $15.4M |
| Korea Investment CORP | 0.04% | Reduce -0.4% | 8,212 | $15.4M |
| Brown Advisory Inc. | 0.02% | Add +6.2% | 8,200 | $15.3M |
| First National Bank of Omaha | 1.04% | Reduce -2.4% | 8,126 | $15.2M |
| Wedge Capital Management L L P | 0.29% | Reduce -9.4% | 8,105 | $15.2M |
| Kirr Marbach & Co. LLC | 3.50% | Add +0.6% | 8,075 | $15.1M |
| Motley Fool Wealth Management, LLC | 0.88% | Reduce -10.1% | 7,981 | $14.9M |
| Focus Partners Wealth | 0.04% | Reduce -2.5% | 7,880 | $14.7M |
| State of Wisconsin Investment Board | 0.04% | Add +2.9% | 7,878 | $14.7M |
| Marshall Wace, LLP | 0.02% | Add +212.3% | 7,765 | $14.5M |
| Captrust Financial Advisors | 0.04% | Add +7.6% | 7,736 | $14.5M |
| Susquehanna International Group, LLP | 0.02% | Reduce -64.3% | 7,582 | $14.2M |
| Lathrop Investment Management Co. | 2.81% | Reduce -0.3% | 7,575 | $14.2M |
| ExodusPoint Capital Management, LP | 0.18% | Add +1926.8% | 7,418 | $13.9M |
| Evelyn Partners Investment Management LLP | 0.46% | Add +1.6% | 7,386 | $13.8M |
| Truist Financial Corp. | 0.02% | Reduce -0.2% | 7,320 | $13.7M |
| Ameriprise Financial Inc. | 0.00% | Add +8.8% | 7,172 | $13.4M |
| Fuller & Thaler Asset Management, Inc. | 0.05% | Add +1.2% | 7,046 | $13.2M |
| Royal London Asset Management Ltd. | 0.03% | Add +18.9% | 6,974 | $13.0M |
| Regency Capital Management Inc.\DE | 7.64% | Reduce -1.5% | 6,842 | $12.8M |
| Cheviot Value Management, LLC | 1.57% | Add +0.3% | 6,833 | $12.8M |
| Seneca House Advisors | 5.35% | Add +7.5% | 6,719 | $12.6M |
| LPL Financial LLC | 0.00% | Add +8.0% | 6,656 | $12.4M |
| New York State Common Retirement Fund | 0.02% | Reduce -34.4% | 6,584 | $12.3M |
| GAM Holding AG | 0.95% | Reduce -14.7% | 6,537 | $12.2M |
| Danske Bank A/S | 0.04% | Reduce -2.3% | 6,374 | $11.9M |
| Live Oak Private Wealth LLC | 1.89% | Reduce -0.1% | 6,249 | $11.7M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.14% | Add +2.2% | 6,145 | $11.5M |
| Heritage Wealth Advisors | 0.58% | Reduce -15.9% | 6,072 | $11.4M |
| Sei Investments Co. | 0.01% | Reduce -14.2% | 6,062 | $11.3M |
| PNC Financial Services Group, Inc. | 0.01% | Add +2.7% | 5,915 | $11.1M |
| Prana Capital Management, LP | 0.45% | Add +31.8% | 5,857 | $11.0M |
| Franklin Resources Inc. | 0.00% | Add +11.9% | 5,857 | $11.0M |
| Aberdeen Group plc | 0.02% | Add +167.3% | 5,809 | $10.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +1.2% | 5,802 | $10.8M |
| Treasurer of the State of North Carolina | 0.04% | Add +4.0% | 5,796 | $10.8M |
| Frontier Capital Management Co. LLC | 0.12% | Reduce -2.4% | 5,792 | $10.8M |
| Seizert Capital Partners, LLC | 0.49% | Reduce -20.6% | 5,743 | $10.7M |
| Pictet Asset Management Holding SA | 0.01% | Add +5.3% | 5,656 | $10.6M |
| Brandywine Global Investment Management, LLC | 0.08% | Reduce -6.9% | 5,652 | $10.6M |
| Solidarity Wealth, LLC | 2.59% | Reduce -0.3% | 5,628 | $10.5M |
| Creative Planning | 0.01% | Add +7.7% | 5,601 | $10.5M |
| Canerector Inc. | 8.12% | No change | 5,600 | $10.5M |
| D. E. Shaw & Co. | 0.01% | Reduce -71.5% | 5,579 | $10.4M |
| Victory Capital Management Inc. | 0.01% | Reduce -6.8% | 5,523 | $10.3M |
| PGGM Investments | 0.14% | No change | 5,472 | $10.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -48.6% | 5,448 | $10.2M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -21.4% | 5,322 | $10.0M |
| BNP Paribas Financial Markets | 0.01% | Add +4.5% | 5,278 | $9.9M |
| Cibc World Market Inc. | 0.02% | Reduce -0.6% | 5,178 | $9.7M |
| Asset Management One Co., Ltd. | 0.03% | Add +1.6% | 5,091 | $9.5M |
| Needham Investment Management LLC | 0.87% | No change | 4,950 | $9.3M |
| Redmond Asset Management, LLC | 2.38% | Reduce -0.3% | 4,939 | $9.2M |
| Mediolanum International Funds Ltd | 0.13% | Reduce -23.9% | 4,908 | $9.1M |
| Chapman Investment Management, LLC | 6.72% | Add +1.3% | 4,812 | $9.0M |
| Resona Asset Management Co.,Ltd. | 0.05% | Add +3.7% | 4,807 | $9.0M |
| Cerity Partners LLC | 0.02% | Add +13.3% | 4,765 | $8.9M |
| Berkeley, Inc | 4.14% | Add +1.1% | 4,720 | $8.8M |
| Storebrand Asset Management As | 0.03% | Add +1.5% | 4,572 | $8.5M |
| KLP Kapitalforvaltning As | 0.04% | No change | 4,520 | $8.5M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -6.2% | 4,502 | $8.4M |
| CI Investments Inc. | 0.04% | Reduce -6.3% | 4,442 | $8.3M |
| Stifel Financial Corp. | 0.01% | Reduce -1.8% | 4,428 | $8.3M |
| Roundview Capital LLC | 0.59% | Add +1.4% | 4,408 | $8.2M |
| CenterBook Partners LP | 0.52% | Add +409.0% | 4,393 | $8.2M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -80.5% | 4,365 | $8.2M |
| Man Group plc | 0.03% | Reduce -2.8% | 4,361 | $8.2M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.05% | Reduce -1.6% | 4,317 | $8.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +1.0% | 4,292 | $8.0M |
| State of New Jersey Common Pension Fund D | 0.04% | Reduce -3.9% | 4,275 | $8.0M |
| Stansberry Asset Management, LLC | 0.99% | Add +150.2% | 4,228 | $7.9M |
| Clear Harbor Asset Management, LLC | 0.60% | Add +2.3% | 4,074 | $7.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.7% | 4,063 | $7.6M |
| Marex Group Ltd | 0.14% | Reduce -2.0% | 4,012 | $7.5M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -10.4% | 3,900 | $7.3M |
| Swiss Life Asset Management Ltd | 0.05% | Add +279.7% | 3,892 | $7.3M |
| SG Americas Securities, LLC | 0.02% | Add +724.7% | 3,868 | $7.2M |
| Nomura Asset Management Co. Ltd. | 0.02% | Reduce -0.1% | 3,814 | $7.1M |
| Arizona State Retirement System | 0.04% | Reduce -1.1% | 3,721 | $7.0M |
| Blue Zone Wealth Advisors, LLC | 1.90% | Add +55.2% | 3,659 | $6.8M |
| Los Angeles Capital Management LLC | 0.03% | Reduce -64.8% | 3,645 | $6.8M |
| Alpha Omega Wealth Management LLC | 1.28% | Add +6.5% | 3,577 | $6.7M |
| Evergreen Wealth Management, LLC | 3.99% | Reduce -0.9% | 3,570 | $6.7M |
| Greenline Partners, LLC | 0.96% | Add +1.1% | 3,567 | $6.7M |
| Gateway Investment Advisers LLC | 0.08% | Reduce -0.3% | 3,539 | $6.6M |
| OP Asset Management Ltd | 0.11% | — | 3,539 | $6.6M |
| Richard Bernstein Advisors LLC | 0.16% | Reduce -4.7% | 3,515 | $6.6M |
| Montag A & Associates Inc. | 0.33% | Reduce -0.4% | 3,484 | $6.5M |
| GHP Investment Advisors, Inc. | 0.31% | Add +1.7% | 3,477 | $6.5M |
| Holocene Advisors, LP | 0.02% | Add +3.4% | 3,392 | $6.3M |
| Court Place Advisors, LLC | 2.05% | Reduce -0.2% | 3,307 | $6.2M |
| Hudson Value Partners, LLC | 2.31% | Reduce -1.5% | 3,288 | $6.1M |
| Mariner, LLC | 0.01% | Reduce -19.5% | 3,191 | $6.0M |
| Annandale Capital, LLC | 1.10% | No change | 3,137 | $5.9M |
| Corient Private Wealth LP | 0.01% | Add +1.6% | 3,070 | $5.7M |
| Buttonwood Financial Advisors Inc. | 2.51% | Add +6.3% | 3,057 | $5.7M |
| Pathstone Holdings, LLC | 0.02% | Add +15.4% | 3,049 | $5.7M |
| Tsai Capital Corp | 4.67% | Add +16.5% | 3,035 | $5.7M |
| GoodHaven Capital Management, LLC | 1.86% | Reduce -3.6% | 2,898 | $5.4M |
| National Bank of Canada | 0.01% | Add +5.7% | 2,861 | $5.3M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.05% | Add +1.6% | 2,848 | $5.3M |
| NWF Advisory Services Inc. | 0.75% | Reduce -10.0% | 2,842 | $5.3M |
| Clearstead Advisors, LLC | 0.08% | Add +35.7% | 2,816 | $5.3M |
| Skandinaviska Enskilda Banken AB (publ) | 0.03% | Add +6.5% | 2,793 | $5.2M |
| Florida Trust Wealth Management Co | 0.17% | Reduce -2.5% | 2,762 | $5.2M |
| Parallel Advisors, LLC | 0.12% | Add +5.8% | 2,750 | $5.1M |
| Chemistry Wealth Management LLC | 1.20% | Reduce -0.9% | 2,749 | $5.1M |
| Voya Investment Management LLC | 0.01% | Add +0.5% | 2,732 | $5.1M |
| Squarepoint Ops LLC | 0.01% | Reduce -62.2% | 2,720 | $5.1M |
| Inkwell Capital LLC | 5.51% | Reduce -2.2% | 2,689 | $5.0M |
| Neville Rodie & Shaw Inc. | 0.39% | Reduce -3.4% | 2,685 | $5.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +3.5% | 2,645 | $4.9M |
| DNB Asset Management AS | 0.02% | Reduce -0.2% | 2,603 | $4.9M |
| Adalta Capital Management LLC | 2.58% | Add +1.0% | 2,591 | $4.8M |
| Ervin Investment Management, LLC | 3.27% | Add +0.7% | 2,588 | $4.8M |
| Alta Capital Management LLC/ | 0.31% | Reduce -5.4% | 2,560 | $4.8M |
| Horizon Kinetics Asset Management LLC | 0.05% | Reduce -0.4% | 2,496 | $4.7M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Reduce -0.7% | 2,461 | $4.6M |
| O'shaughnessy Asset Management, LLC | 0.04% | Add +1.9% | 2,377 | $4.4M |
| Handelsbanken Fonder AB | 0.02% | Reduce -17.5% | 2,368 | $4.4M |
| Watchman Group, Inc. | 1.23% | Reduce -5.5% | 2,347 | $4.4M |
| Bradyco, Inc. | 3.19% | Reduce -9.3% | 2,244 | $4.2M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +86.6% | 2,237 | $4.2M |
| US Bancorp \de | 0.01% | Reduce -0.1% | 2,229 | $4.2M |
| Curi Capital, LLC | 0.10% | Reduce -4.5% | 2,214 | $4.1M |
| IFM Investors Pty Ltd | 0.04% | Reduce -2.2% | 2,204 | $4.1M |
| Centaurus Financial, Inc. | 0.25% | Reduce -1.2% | 2,190 | $4.1M |
| True North Advisors, LLC | 0.72% | New | 2,185 | $4.1M |
| East Coast Asset Management, LLC. | 1.43% | Reduce -3.0% | 2,164 | $4.0M |
| Oddo BHF Asset Management Sas | 0.17% | Reduce -0.9% | 2,163 | $4.0M |
| Northstar Group, Inc. | 0.68% | Add +19.5% | 2,161 | $4.0M |
| Systematic Financial Management LP | 0.11% | Reduce -19.9% | 2,150 | $4.0M |
| Engineers Gate Manager LP | 0.07% | New | 2,140 | $4.0M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +0.3% | 2,111 | $3.9M |
| Utah Retirement Systems | 0.05% | No change | 2,098 | $3.9M |
| Ashton Thomas Securities, LLC | 1.08% | Add +1.1% | 2,079 | $3.9M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -5.4% | 2,070 | $3.9M |
| Henshaw Capital LLC | 0.17% | Reduce -16.7% | 2,062 | $3.9M |
| Canal Insurance CO | 0.88% | No change | 2,000 | $3.7M |
| State of Alaska, Department of Revenue | 0.04% | No change | 2,000 | $3.7M |
| KBC Group NV | 0.01% | Add +10.3% | 1,982 | $3.7M |
| Womack Financial LLC | 3.39% | Reduce -1.8% | 1,980 | $3.7M |
| Ridgewood Investments LLC | 1.71% | Reduce -0.2% | 1,964 | $3.7M |
| Cannell & Spears LLC | 0.08% | Add +2.4% | 1,948 | $3.6M |
| Forsta Ap-Fonden | 0.03% | Reduce -1.0% | 1,940 | $3.6M |
| USS Investment Management Ltd | 0.03% | No change | 1,930 | $3.6M |
| Fiduciary Group, LLC | 0.36% | Reduce -1.3% | 1,925 | $3.6M |
| Toronto Dominion Bank | 0.01% | Add +10.9% | 1,921 | $3.6M |
| English Capital Management LLC | 2.64% | No change | 1,891 | $3.5M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Add +1.5% | 1,860 | $3.5M |
| Leuthold Group, LLC | 0.45% | Reduce -6.2% | 1,854 | $3.5M |
| Fiduciary Alliance LLC | 0.33% | Reduce -4.2% | 1,803 | $3.4M |
| Salem Investment Counselors Inc. | 0.12% | Reduce -0.6% | 1,789 | $3.3M |
| Rathbones Group PLC | 0.02% | Add +27.4% | 1,769 | $3.3M |
| HB Wealth Management, LLC | 0.03% | Add +180.0% | 1,761 | $3.3M |
| Lowe Brockenbrough & Co. Inc. | 0.22% | Add +0.9% | 1,755 | $3.3M |
| D.A. Davidson & Co. | 0.03% | Reduce -1.9% | 1,748 | $3.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.3% | 1,743 | $3.3M |
| Harbor Investment Advisory, LLC | 0.31% | Add +19.6% | 1,708 | $3.2M |
| DekaBank Deutsche Girozentrale | 0.01% | Reduce -0.3% | 1,735 | $3.2M |
| Weil Company, Inc. | 0.95% | Add +16.2% | 1,699 | $3.2M |
| Freedom Day Solutions, LLC | 0.97% | Reduce -2.3% | 1,690 | $3.2M |
| Front Street Capital Management, Inc. | 0.60% | Add +169.7% | 1,683 | $3.1M |
| Davidson Kahn Capital Management, LLC | 2.41% | Reduce -13.4% | 1,665 | $3.1M |
| Cetera Investment Advisers | 0.01% | Add +0.8% | 1,662 | $3.1M |
| Glenview Trust Co | 0.06% | Reduce -3.2% | 1,655 | $3.1M |
| First National Advisers, LLC | 0.49% | Add +30.5% | 1,642 | $3.1M |
| TD Private Client Wealth LLC | 0.08% | Add +85.9% | 1,640 | $3.1M |
| STRS Ohio | 0.01% | Reduce -16.8% | 1,597 | $3.0M |
| Sterling Capital Management LLC | 0.05% | Reduce -64.9% | 1,590 | $3.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.3% | 1,582 | $3.0M |
| Pavion Blue Capital, LLC | 1.41% | Add +1.4% | 1,581 | $3.0M |
| Virginia Wealth Management Group, Inc. | 1.82% | Add +15.0% | 1,579 | $3.0M |
| Gotham Asset Management | 0.02% | Add +55.4% | 1,579 | $3.0M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +0.8% | 1,579 | $3.0M |
| Xponance LLC | 0.03% | Reduce -1.2% | 1,573 | $2.9M |
| Atria Investments, Inc | 0.04% | Reduce -22.3% | 1,566 | $2.9M |
| Comerica Bank | 0.01% | Reduce -11.6% | 1,515 | $2.8M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -6.4% | 1,514 | $2.8M |
| Values Added Financial LLC | 1.57% | Add +42.0% | 1,511 | $2.8M |
| Beese Fulmer Investment Management, Inc. | 0.24% | No change | 1,507 | $2.8M |
| Federated Hermes, Inc. | 0.01% | Reduce -0.9% | 1,504 | $2.8M |
| Sowell Financial Services LLC | 0.13% | New | 1,481 | $2.8M |
| Culbertson A N & Co. Inc. | 0.44% | Add +29.1% | 1,480 | $2.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +2.5% | 1,479 | $2.8M |
| Modern Wealth Management, LLC | 0.09% | Add +2.0% | 1,473 | $2.8M |
| Kennondale Capital Management LLC | 2.99% | No change | 1,465 | $2.7M |
| Kathleen S. Wright Associates Inc. | 1.12% | No change | 1,464 | $2.7M |
| Procyon Advisors, LLC | 0.16% | Add +2.1% | 1,432 | $2.7M |
| Silvercrest Asset Management Group LLC | 0.02% | No change | 1,413 | $2.6M |
| Texas Yale Capital Corp. | 0.11% | Add +6.5% | 1,412 | $2.6M |
| Southeast Asset Advisors, LLC | 0.32% | Add +71.9% | 1,403 | $2.6M |
| HRT Financial LP | 0.02% | Reduce -26.4% | 1,401 | $2.6M |
| Choreo, LLC | 0.04% | Add +48.0% | 1,393 | $2.6M |
| Millennium Management | 0.00% | Reduce -89.2% | 1,348 | $2.5M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.30% | No change | 1,344 | $2.5M |
| Nisa Investment Advisors, LLC | 0.01% | Add +112.9% | 1,341 | $2.5M |
| Osaic Holdings, Inc. | 0.01% | Add +25.5% | 1,290 | $2.4M |
| Gold Investment Management Ltd. | 1.02% | Add +4.0% | 1,290 | $2.4M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 1,277 | $2.4M |
| Agf Management Ltd. | 0.01% | Reduce -3.2% | 1,276 | $2.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +8.1% | 1,268 | $2.4M |
| Brevan Howard Capital Management LP | 0.07% | Reduce -43.9% | 1,260 | $2.4M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | Reduce -0.7% | 1,248 | $2.3M |
| American Capital Advisory, LLC | 1.25% | Reduce -21.2% | 1,239 | $2.3M |
| PenderFund Capital Management Ltd. | 0.82% | Add +1.0% | 509 | $2.3M |
| Allianz Asset Management GmbH | 0.00% | Add +6.0% | 1,230 | $2.3M |
| Shelter Mutual Insurance Co | 0.54% | No change | 1,200 | $2.2M |
| Intrepid Capital Management Inc. | 1.36% | Add +1.4% | 1,199 | $2.2M |
| Wolverine Trading, LLC | 0.07% | Add +96.7% | 1,208 | $2.2M |
| Constant Guidance Financial LLC | 2.81% | Add +157.1% | 1,193 | $2.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +143.3% | 1,192 | $2.2M |
| Kensington Investment Counsel, LLC | 0.98% | Reduce -3.4% | 1,182 | $2.2M |
| Investment Management Corp of Ontario | 0.04% | New | 1,169 | $2.2M |
| GMO | 0.01% | Reduce -86.7% | 1,153 | $2.2M |
| Hilltop Holdings Inc. | 0.13% | Reduce -6.6% | 1,136 | $2.1M |
| Salvus Wealth Management, LLC | 1.33% | Add +0.2% | 1,134 | $2.1M |
| Solitude Financial Services | 0.82% | Add +8.4% | 1,131 | $2.1M |
| Sepio Capital, LP | 0.17% | Reduce -0.3% | 1,125 | $2.1M |
| &partners | 0.02% | Add +19.2% | 1,113 | $2.1M |
| Scotia Capital Inc. | 0.01% | Add +33.7% | 1,076 | $2.0M |
| Schroder Investment Management Group | 0.00% | Add +3.4% | 1,075 | $2.0M |
| Quantinno Capital Management LP | 0.01% | Add +17.4% | 1,064 | $2.0M |
| Lawson Kroeker Investment Management Inc. | 0.37% | Reduce -2.3% | 1,060 | $2.0M |
| Tredje AP-fonden | 0.02% | No change | 1,040 | $1.9M |
| Daiwa Securities Group Inc. | 0.01% | Add +5.0% | 1,040 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Reduce -8.5% | 1,023 | $1.9M |
| Oppenheimer & Co. Inc. | 0.03% | Add +9.8% | 1,018 | $1.9M |
| Benjamin Edwards Inc. | 0.03% | Add +16.7% | 1,013 | $1.9M |
| Commerce Bank | 0.01% | Add +7.9% | 1,010 | $1.9M |
| Pilgrim Partners Asia Pte Ltd | 1.77% | Reduce -9.1% | 1,000 | $1.9M |
| King Luther Capital Management Corp. | 0.01% | No change | 1,000 | $1.9M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -16.5% | 995 | $1.9M |
| Praxis Investment Management Inc. | 0.12% | Add +36.1% | 980 | $1.8M |
| Ethic Inc. | 0.04% | Add +15.6% | 976 | $1.8M |
| Nordea Investment Management AB | 0.00% | Add +0.5% | 963 | $1.8M |
| Panagora Asset Management Inc. | 0.01% | Reduce -10.2% | 952 | $1.8M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -63.5% | 956 | $1.8M |
| Candriam S.C.A. | 0.01% | Add +48.7% | 950 | $1.8M |
| Townsquare Capital LLC | 0.02% | Reduce -1.1% | 947 | $1.8M |
| Main Street Financial Solutions, LLC | 0.15% | Add +25.6% | 946 | $1.8M |
| Synovus Financial Corp. | 0.02% | Add +0.5% | 937 | $1.8M |
| Wealthfront Advisers LLC | 0.00% | Reduce -1.0% | 932 | $1.7M |
| M&T Bank Corp | 0.01% | Reduce -4.9% | 908 | $1.7M |
| Ostrum Asset Management | 0.09% | Reduce -32.0% | 879 | $1.6M |
| Axxcess Wealth Management, LLC | 0.04% | Add +0.7% | 878 | $1.6M |
| Macquarie Group Ltd. | 0.00% | Reduce -25.8% | 870 | $1.6M |
| Kentucky Retirement Systems | 0.05% | New | 865 | $1.6M |
| Bank of Montreal | 0.00% | Reduce -3.0% | 861 | $1.6M |
| Intech Investment Management LLC | 0.02% | Reduce -20.1% | 853 | $1.6M |
| Verition Fund Management LLC | 0.01% | Reduce -66.7% | 844 | $1.6M |
| Tributary Capital Management, LLC | 0.14% | Add +4.1% | 842 | $1.6M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +11.4% | 794 | $1.5M |
| Virtus Investment Advisers, LLC | 0.40% | New | 780 | $1.5M |
| RKL Wealth Management LLC | 0.14% | No change | 778 | $1.5M |
| Compass Ion Advisors, LLC | 0.17% | Reduce -2.4% | 765 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -12.6% | 755 | $1.4M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -12.6% | 755 | $1.4M |
| Gulf International Bank (UK) Ltd | 0.05% | Reduce -25.4% | 740 | $1.4M |
| Strategent Financial, LLC | 1.25% | No change | 737 | $1.4M |
| Principle Wealth Partners LLC | 0.10% | No change | 737 | $1.4M |
| Bessemer Group Inc. | 0.00% | Add +49.0% | 736 | $1.4M |
| Prudential Financial Inc. | 0.00% | Add +30.3% | 735 | $1.4M |
| Gabelli Funds LLC | 0.01% | Reduce -5.2% | 724 | $1.4M |
| Edgestream Partners, L.P. | 0.05% | New | 721 | $1.3M |
| Pensionfund Sabic | 0.40% | Reduce -24.2% | 720 | $1.3M |
| Amalgamated Bank | 0.01% | Add +2.9% | 719 | $1.3M |
| Fi3 FINANCIAL ADVISORS, LLC | 0.54% | Add +0.1% | 706 | $1.3M |
| Ancora Advisors LLC | 0.03% | Reduce -3.4% | 706 | $1.3M |
| Keybank National Association | 0.01% | Reduce -2.9% | 700 | $1.3M |
| RFG Advisory, LLC | 0.04% | Reduce -9.4% | 694 | $1.3M |
| Fruth Investment Management | 0.36% | No change | 684 | $1.3M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.54% | Reduce -60.0% | 683 | $1.3M |
| Horst & Graben Wealth Management LLC | 0.23% | No change | 676 | $1.3M |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -37.6% | 671 | $1.3M |
| Alaska Permanent Fund Corp | 0.02% | No change | 683 | $1.2M |
| Waverly Advisors, LLC | 0.01% | Add +17.4% | 656 | $1.2M |
| Resonant Capital Advisors, LLC | 0.09% | Add +1.1% | 654 | $1.2M |
| Lakewood Asset Management LLC | 0.82% | Add +33.4% | 651 | $1.2M |
| Diversify Wealth Management, LLC | 0.09% | Add +15.7% | 649 | $1.2M |
| Baxter Bros Inc. | 0.16% | Add +3.3% | 631 | $1.2M |
| Metis Global Partners, LLC | 0.03% | Add +17.2% | 626 | $1.2M |
| Parisi Gray Wealth Management | 0.38% | Add +3.7% | 623 | $1.2M |
| Trust Co. of Vermont | 0.06% | Reduce -2.4% | 615 | $1.1M |
| Arete Wealth Advisors, LLC | 0.09% | Add +8.3% | 611 | $1.1M |
| London Co. of Virginia | 0.01% | No change | 607 | $1.1M |
| Shelter Ins Retirement Plan | 1.45% | No change | 600 | $1.1M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +36.5% | 595 | $1.1M |
| Credit Agricole S A | 0.00% | Add +9.4% | 594 | $1.1M |
| Citadel Advisors | 0.00% | Add +25.6% | 593 | $1.1M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -12.4% | 592 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +20.2% | 590 | $1.1M |
| Principal Securities, Inc. | 0.02% | Add +0.8% | 636 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.7% | 585 | $1.1M |
| WealthPlan Investment Management, LLC | 0.11% | Add +27.2% | 585 | $1.1M |
| Cibc World Markets Corp. | 0.01% | Reduce -0.2% | 585 | $1.1M |
| AG2R La Mondiale Gestion D'actifs | 0.06% | — | 553 | $1.1M |
| MAI Capital Management | 0.01% | Add +0.9% | 566 | $1.1M |
| Mgo One Seven LLC | 0.04% | Reduce -34.7% | 560 | $1.0M |
| CIBC Asset Management Inc | 0.00% | Add +5.3% | 560 | $1.0M |
| Atlanta Consulting Group Advisors, LLC | 0.30% | No change | 558 | $1.0M |
| Private Advisor Group, LLC | 0.01% | Add +32.6% | 557 | $1.0M |
| Bank of Nova Scotia | 0.00% | Reduce -16.2% | 555 | $1.0M |
| Tidal Investments LLC | 0.01% | Reduce -20.7% | 554 | $1.0M |
| Carmel Capital Partners, LLC | 0.39% | No change | 536 | $1.0M |
| Hi-Line Capital Management, LLC | 0.37% | No change | 534 | $998K |
| Smithfield Trust Co | 0.05% | Reduce -8.6% | 532 | $994K |
| MML Investors Services, LLC | 0.00% | Reduce -37.9% | 527 | $985K |
| Summit Global Investments | 0.07% | New | 521 | $974K |
| Hunter Associates Investment Management LLC | 0.15% | No change | 515 | $964K |
| Royal Fund Management, LLC | 0.11% | Reduce -50.0% | 510 | $954K |
| CW Advisors, LLC | 0.01% | New | 509 | $952K |
| Oak Thistle LLC | 0.19% | New | 507 | $948K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.14% | Add +7.0% | 504 | $935K |
| Sage Capital Advisors,llc | 0.25% | No change | 500 | $935K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -2.9% | 500 | $935K |
| Neuberger Berman Group LLC | 0.00% | Add +2.9% | 500 | $935K |
| Sprott Inc. | 0.05% | New | 492 | $920K |
| Andra AP-fonden | 0.01% | Reduce -89.4% | 490 | $916K |
| Hills Bank & Trust Co | 0.06% | Reduce -33.3% | 488 | $912K |
| Verdence Capital Advisors LLC | 0.07% | Reduce -19.1% | 480 | $897K |
| OMERS ADMINISTRATION Corp | 0.01% | Reduce -14.1% | 471 | $881K |
| Mission Wealth Management, LP | 0.02% | Reduce -0.2% | 461 | $862K |
| Savant Capital, LLC | 0.01% | Reduce -30.9% | 454 | $849K |
| Vident Advisory, LLC | 0.01% | Add +24.1% | 453 | $847K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -16.6% | 452 | $845K |
| Financial Security Advisor, Inc. | 0.21% | No change | 448 | $838K |
| Brave Asset Management Inc. | 0.26% | No change | 439 | $821K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -5.4% | 436 | $815K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -8.2% | 436 | $815K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | Add +21.8% | 431 | $806K |
| Compound Planning, Inc. | 0.04% | Add +17.8% | 430 | $804K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +13.4% | 422 | $789K |
| Gilbert & Cook, Inc. | 0.11% | Reduce -2.1% | 419 | $783K |
| Empowered Funds, LLC | 0.01% | Add +49.1% | 416 | $778K |
| Anson Funds Management LP | 0.19% | Add +31.4% | 414 | $774K |
| Caprock Group, LLC | 0.02% | Reduce -6.8% | 413 | $772K |
| AXA S.A. | 0.00% | Add +4.0% | 411 | $768K |
| Intrinsic Value Partners, LLC | 0.76% | Reduce -2.6% | 410 | $767K |
| Venturi Wealth Management, LLC | 0.04% | Add +17.5% | 403 | $753K |
| Linden Thomas Advisory Services, LLC | 0.10% | Add +0.5% | 402 | $752K |
| Avalon Trust Co | 0.06% | Reduce -20.0% | 400 | $748K |
| Calamos Wealth Management LLC | 0.04% | No change | 400 | $748K |
| Quadcap Wealth Management, LLC | 0.11% | Reduce -0.3% | 398 | $744K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -16.0% | 394 | $736K |
| Manitou Investment Management Ltd. | 0.14% | New | 390 | $729K |
| Cwm, LLC | 0.00% | Add +22.5% | 386 | $722K |
| Trust Point Inc. | 0.07% | Reduce -4.5% | 384 | $718K |
| Harvest Investment Services, LLC | 0.20% | Reduce -1.3% | 382 | $714K |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.5% | 369 | $690K |
| Legacy Advisors, LLC | 0.07% | No change | 368 | $688K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.05% | New | 368 | $688K |
| Resurgent Financial Advisors LLC | 0.41% | Reduce -1.1% | 367 | $686K |
| Founders Capital Management, LLC | 0.13% | Reduce -11.1% | 362 | $677K |
| Cross Staff Investments Inc | 0.51% | Reduce -2.7% | 360 | $673K |
| Intellectus Partners, LLC | 0.17% | No change | 360 | $673K |
| MainStreet Investment Advisors LLC | 0.10% | Add +2.3% | 359 | $671K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +13.7% | 358 | $669K |
| MetLife Investment Management, LLC | 0.00% | Add +0.8% | 358 | $669K |
| AdvisorNet Financial, Inc | 0.05% | Add +3.8% | 353 | $660K |
| Rakuten Investment Management, Inc. | 0.00% | — | 355 | $659K |
| Boyar Asset Management Inc. | 0.48% | Add +0.3% | 352 | $658K |
| Crestmont Private Wealth LLC | 0.28% | Add +16.6% | 351 | $656K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -4.4% | 347 | $649K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -6.2% | 346 | $647K |
| Numerai GP LLC | 0.12% | New | 344 | $643K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -2.3% | 343 | $641K |
| TD Waterhouse Canada Inc. | 0.01% | Add +8.3% | 341 | $633K |
| Ritholtz Wealth Management | 0.02% | No change | 337 | $630K |
| Blue Edge Capital, LLC | 0.10% | No change | 333 | $623K |
| Taylor Hoffman Capital Management LLC | 0.23% | Add +3.1% | 330 | $614K |
| Winthrop Advisory Group LLC | 0.07% | No change | 327 | $611K |
| Tableaux LLC | 0.44% | New | 325 | $608K |
| Victrix Investment Advisors | 0.32% | Reduce -7.1% | 327 | $606K |
| Beacon Investment Advisors LLC | 0.28% | No change | 320 | $598K |
| Citizens Financial Group Inc. | 0.01% | Add +0.9% | 319 | $596K |
| Roehl & Yi Investment Advisors, LLC | 0.32% | Reduce -0.3% | 318 | $595K |
| Shell Asset Management Co. | 0.03% | Reduce -6.0% | 316 | $591K |
| HighPoint Advisor Group LLC | 0.03% | Add +20.4% | 318 | $579K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +21.3% | 307 | $574K |
| Inlet Private Wealth, LLC | 0.15% | Add +21.9% | 306 | $572K |
| QRG Capital Management, Inc. | 0.01% | Reduce -4.4% | 304 | $568K |
| Hengehold Capital Management LLC | 0.05% | Add +28.4% | 303 | $566K |
| S-Bank Fund Management Ltd | 0.11% | — | 303 | $566K |
| Marks Group Wealth Management, Inc | 0.05% | Reduce -2.9% | 302 | $565K |
| Jones Financial Companies LLLP | 0.00% | Add +19.3% | 303 | $562K |
| Oak Grove Capital LLC | 0.13% | Reduce -25.0% | 300 | $561K |
| NewEdge Advisors, LLC | 0.00% | No change | 300 | $561K |
| Avantax Advisory Services, Inc. | 0.00% | No change | 299 | $559K |
| Jain Global LLC | 0.01% | New | 298 | $557K |
| Elgethun Capital Management | 0.12% | Reduce -2.9% | 297 | $555K |
| Centiva Capital, LP | 0.03% | New | 296 | $553K |
| Siemens Fonds Invest GmbH | 0.04% | New | 293 | $548K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | No change | 288 | $538K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | No change | 288 | $538K |
| Y-Intercept (Hong Kong) Ltd | 0.04% | New | 287 | $537K |
| FineMark National Bank & Trust | 0.02% | Add +26.4% | 287 | $537K |
| Madison Asset Management, LLC | 0.01% | No change | 285 | $534K |
| NBT Bank, N.A. | 0.04% | Reduce -1.7% | 284 | $531K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -0.7% | 283 | $529K |
| Yousif Capital Management, LLC | 0.01% | Add +3.3% | 283 | $529K |
| Harbour Investments, Inc. | 0.01% | Add +4533.3% | 278 | $520K |
| Tiaa Trust, National Association | 0.00% | New | 277 | $518K |
| Wealthspire Advisors, LLC | 0.00% | Add +3.8% | 276 | $516K |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.05% | No change | 275 | $514K |
| Sebold Capital Management, Inc. | 0.33% | Add +9.8% | 269 | $503K |
| Cadent Capital Advisors, LLC | 0.19% | No change | 269 | $503K |
| Leavell Investment Management, Inc. | 0.02% | No change | 268 | $501K |
| Baker Tilly Wealth Management, LLC | 0.20% | Add +1.1% | 267 | $499K |
| AlTi Global, Inc. | 0.01% | Reduce -0.4% | 266 | $497K |
| Tritonpoint Wealth, LLC | 0.05% | Add +1.1% | 264 | $494K |
| Allen Investment Management, LLC | 0.01% | No change | 262 | $490K |
| Ossiam | 0.01% | Reduce -19.1% | 259 | $484K |
| Dakota Wealth Management | 0.01% | No change | 257 | $480K |
| Bay Rivers Group | 0.25% | Reduce -8.9% | 255 | $477K |
| denkapparat Operations GmbH | 0.50% | Add +8.6% | 254 | $475K |
| Flagstone Financial Management | 0.15% | No change | 254 | $475K |
| Acima Private Wealth, LLC | 0.17% | Reduce -8.7% | 252 | $471K |
| Trustmark Bank Trust Department | 0.03% | No change | 250 | $467K |
| UniSuper Management Pty Ltd | 0.00% | No change | 250 | $467K |
| Carnegie Lake Advisors LLC | 0.19% | No change | 250 | $467K |
| Norman Fields, Gottscho Capital Management, LLC | 0.16% | No change | 250 | $467K |
| Crossmark Global Holdings, Inc. | 0.01% | New | 248 | $464K |
| CIBC Private Wealth Group LLC | 0.00% | Add +141.2% | 275 | $462K |
| Mills Wealth Advisors LLC | 0.24% | Add +0.4% | 245 | $458K |
| Dover Advisors, LLC | 0.20% | Reduce -2.8% | 245 | $458K |
| Hara Capital LLC | 0.30% | Reduce -6.2% | 241 | $451K |
| Burns Matteson Capital Management, LLC | 0.24% | New | 241 | $451K |
| Ballast, Inc. | 0.13% | New | 240 | $449K |
| One Wealth Advisors, LLC | 0.07% | No change | 238 | $445K |
| Opal Wealth Advisors, LLC | 0.14% | Reduce -7.1% | 235 | $439K |
| Dark Forest Capital Management LP | 0.02% | Reduce -53.0% | 235 | $439K |
| Vestcor Inc | 0.01% | Add +0.4% | 235 | $439K |
| WCM Investment Management, LLC | 0.00% | Add +61.0% | 235 | $436K |
| Meiji Yasuda Asset Management Co Ltd. | 0.02% | No change | 232 | $434K |
| Carolina Wealth Advisors, LLC | 0.23% | Add +5650.0% | 230 | $430K |
| Cresset Asset Management, LLC | 0.00% | Add +84.7% | 229 | $428K |
| Legacy Capital Wealth Partners, LLC | 0.10% | Add +0.4% | 226 | $423K |
| Magnetar Financial LLC | 0.01% | New | 225 | $421K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.07% | No change | 222 | $415K |
| IHT Wealth Management, LLC | 0.01% | No change | 222 | $415K |
| L.K. Benson & Company, P.C. | 0.29% | Add +51.4% | 221 | $413K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.15% | No change | 218 | $408K |
| Argonautica Private Wealth Management, Inc. | 0.14% | Reduce -5.2% | 218 | $408K |
| Jump Financial, LLC | 0.01% | New | 218 | $408K |
| Gilliland Jeter Wealth Management LLC | 0.14% | Reduce -14.6% | 216 | $404K |
| Forum Financial Management, LP | 0.01% | No change | 216 | $404K |
| Dynamic Technology Lab Private Ltd | 0.06% | New | 214 | $400K |
| Stephens Inc. | 0.01% | Reduce -64.4% | 213 | $398K |
| Motley Fool Asset Management LLC | 0.02% | Add +12.2% | 212 | $396K |
| Cascades Capital Asset Management, LLC | 0.22% | No change | 211 | $394K |
| Simon Quick Advisors, LLC | 0.02% | New | 211 | $394K |
| Lido Advisors, LLC | 0.00% | Add +5.0% | 208 | $389K |
| Greenleaf Trust | 0.00% | Reduce -2.4% | 208 | $389K |
| Studio Investment Management LLC | 0.08% | Add +5.1% | 206 | $385K |
| AlphaQuest LLC | 0.04% | No change | 206 | $385K |
| Manchester Financial Inc. | 0.09% | Reduce -2.9% | 204 | $381K |
| Evergreen Capital Management LLC | 0.01% | Add +0.5% | 204 | $381K |
| New York Life Investment Management LLC | 0.00% | Reduce -8.9% | 204 | $381K |
| Evercore Wealth Management, LLC | 0.01% | No change | 203 | $380K |
| Thompson Davis & Co., Inc. | 0.30% | Reduce -6.9% | 201 | $376K |
| Saybrook Capital | 0.10% | No change | 200 | $374K |
| MCF Advisors LLC | 0.03% | No change | 200 | $374K |
| Parsons Capital Management Inc. | 0.02% | No change | 200 | $374K |
| E. Ohman J:or Asset Management AB | 0.01% | No change | 200 | $374K |
| Raiffeisen Bank International AG | 0.01% | New | 201 | $373K |
| Vontobel Holding Ltd. | 0.00% | New | 199 | $372K |
| Allstate Corp. | 0.01% | Reduce -54.4% | 195 | $365K |
| Heartwood Wealth Advisors LLC | 0.04% | Reduce -0.5% | 194 | $363K |
| Founders Grove Wealth Partners, LLC | 0.10% | No change | 193 | $361K |
| Isthmus Partners, LLC | 0.05% | Reduce -10.7% | 193 | $361K |
| Choate Investment Advisors | 0.01% | No change | 193 | $361K |
| Allen Capital Group, LLC | 0.04% | Add +7.9% | 192 | $359K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -14.3% | 191 | $357K |
| Jackson Hole Capital Partners, LLC | 0.07% | No change | 190 | $355K |
| Salomon & Ludwin, LLC | 0.04% | No change | 190 | $355K |
| Howland Capital Management LLC | 0.02% | No change | 189 | $353K |
| XTX Topco Ltd | 0.02% | Reduce -32.7% | 189 | $353K |
| Haverford Trust Co | 0.00% | Reduce -35.7% | 189 | $353K |
| Qtron Investments LLC | 0.05% | No change | 188 | $351K |
| Marcum Wealth, LLC | 0.03% | Reduce -1.6% | 188 | $351K |
| EP Wealth Advisors, LLC | 0.00% | Add +5.6% | 188 | $351K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -29.0% | 186 | $348K |
| RMR Capital Management, LLC | 0.25% | No change | 186 | $348K |
| Virtue Capital Management, LLC | 0.04% | Add +58.6% | 184 | $344K |
| OneDigital Investment Advisors LLC | 0.00% | Add +21.2% | 183 | $342K |
| Glenmede Trust Co. NA | 0.00% | Reduce -25.6% | 183 | $342K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -1.1% | 182 | $342K |
| Traphagen Investment Advisors LLC | 0.04% | Reduce -3.2% | 182 | $340K |
| Two Sigma Securities, LLC | 0.05% | Reduce -55.3% | 179 | $335K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -3.8% | 177 | $331K |
| Hamilton Capital, LLC | 0.02% | No change | 175 | $327K |
| Equitable Holdings, Inc. | 0.00% | New | 174 | $325K |
| Anchor Investment Management, LLC | 0.03% | Add +21.8% | 173 | $323K |
| Hunting Hill Global Capital, LLC | 0.41% | No change | 172 | $322K |
| Fifth Third Bancorp | 0.00% | Reduce -0.6% | 171 | $320K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 170 | $318K |
| waypoint wealth counsel | 0.20% | Add +0.6% | 168 | $314K |
| Inspire Investing, LLC | 0.04% | Reduce -79.5% | 168 | $314K |
| Sunbelt Securities, Inc. | 0.03% | No change | 168 | $314K |
| Fidelis Capital Partners, LLC | 0.03% | Reduce -4.4% | 174 | $314K |
| Armstrong, Fleming & Moore, Inc | 0.37% | New | 164 | $307K |
| StoneX Group Inc. | 0.02% | Add +21.6% | 163 | $305K |
| Merit Financial Group, LLC | 0.00% | Add +28.4% | 163 | $305K |
| Nebula Research & Development LLC | 0.03% | New | 162 | $303K |
| JGP Wealth Management, LLC | 0.04% | New | 161 | $301K |
| Prudential PLC | 0.00% | No change | 159 | $297K |
| Smartleaf Asset Management LLC | 0.03% | Add +83.9% | 160 | $297K |
| Covestor Ltd | 0.20% | Add +37.4% | 158 | $296K |
| Equitable Trust Co. | 0.02% | No change | 157 | $294K |
| Sentry Investment Management LLC | 0.20% | Reduce -23.0% | 174 | $292K |
| Bremer Bank National Association | 0.05% | No change | 155 | $290K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -2.5% | 154 | $288K |
| Genesis Private Wealth, LLC | 0.15% | Reduce -7.8% | 154 | $288K |
| Independent Advisor Alliance | 0.01% | New | 153 | $287K |
| RAM Investment Partners, LLC | 0.07% | Add +0.7% | 152 | $284K |
| Canal Capital Management, LLC | 0.05% | Reduce -1.9% | 152 | $284K |
| Quadrant Capital Group LLC | 0.01% | Add +196.1% | 151 | $282K |
| Lodestone Wealth Management LLC | 0.15% | Reduce -5.6% | 151 | $282K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -84.9% | 152 | $281K |
| Wellington Shields & Co., LLC | 0.09% | Add +3.5% | 150 | $280K |
| Dimension Capital Management LLC | 0.05% | No change | 150 | $280K |
| Edgemoor Investment Advisors, Inc. | 0.03% | No change | 150 | $280K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +11.1% | 150 | $280K |
| Confluence Investment Management LLC | 0.00% | Reduce -99.5% | 150 | $280K |
| Earned Wealth Advisors, LLC | 0.06% | New | 149 | $279K |
| Cambria Investment Management, L.P. | 0.02% | New | 148 | $277K |
| Lazard Asset Management LLC | 0.00% | Reduce -38.0% | 147 | $274K |
| Signaturefd, LLC | 0.01% | Add +3.5% | 146 | $273K |
| Global Assets Advisory, LLC | 0.05% | New | 153 | $272K |
| Conestoga Capital Advisors, LLC | 0.00% | No change | 145 | $271K |
| Nicholas Hoffman & Company, LLC. | 0.01% | New | 144 | $269K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 144 | $269K |
| Accretive Wealth Partners, LLC | 0.09% | No change | 143 | $268K |
| Moloney Securities Asset Management, LLC | 0.04% | New | 143 | $267K |
| Wills Financial Group LLC | 0.12% | — | 142 | $265K |
| ICONIQ Capital, LLC | 0.00% | Add +13.6% | 142 | $265K |
| MBL Wealth, LLC | 0.03% | Add +1.4% | 141 | $264K |
| Arlington Trust Co LLC | 0.06% | No change | 141 | $264K |
| Northwest Quadrant Wealth Management, LLC | 0.06% | Reduce -7.3% | 140 | $262K |
| Advisory Services Network, LLC | 0.01% | Reduce -71.3% | 140 | $262K |
| Quadrature Capital Ltd | 0.01% | New | 139 | $260K |
| Silverlake Wealth Management LLC | 0.10% | No change | 138 | $258K |
| Beacon Financial Group | 0.03% | Add +0.7% | 136 | $254K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 136 | $254K |
| Berkshire Asset Management LLC | 0.01% | New | 135 | $254K |
| Park Avenue Securities LLC | 0.00% | Reduce -11.5% | 131 | $245K |
| Murphy & Mullick Capital Management Corp | 0.24% | No change | 131 | $245K |
| HBK Sorce Advisory LLC | 0.01% | New | 131 | $245K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -2.2% | 131 | $244K |
| Bluespring Wealth Management, LLC | 0.02% | Add +2.4% | 130 | $243K |
| Tucker Asset Management LLC | 0.08% | No change | 130 | $243K |
| Graypoint LLC | 0.02% | Reduce -0.8% | 130 | $243K |
| Boothbay Fund Management, LLC | 0.01% | New | 129 | $241K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +0.8% | 129 | $241K |
| Cigna Investments Inc. | 0.05% | Reduce -2.3% | 129 | $241K |
| Checchi Capital Advisers, LLC | 0.02% | Add +5.8% | 128 | $239K |
| IFG Advisory, LLC | 0.01% | No change | 127 | $237K |
| GM Advisory Group, LLC | 0.01% | No change | 126 | $236K |
| Blue Trust, Inc. | 0.00% | Add +23.8% | 125 | $234K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 125 | $234K |
| NDVR, Inc. | 0.24% | New | 124 | $232K |
| Plan A Wealth LLC | 0.18% | No change | 124 | $232K |
| American Trust | 0.06% | Reduce -27.9% | 124 | $231K |
| Affinity Investment Advisors, LLC | 0.19% | New | 123 | $230K |
| Cathy Pareto & Associates, Inc. | 0.20% | Reduce -11.0% | 121 | $226K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 121 | $226K |
| Empower Advisory Group, LLC | 0.00% | New | 121 | $226K |
| Astoria Portfolio Advisors LLC. | 0.08% | No change | 125 | $225K |
| First Financial Bank - Trust Division | 0.02% | No change | 120 | $224K |
| Brighton Jones LLC | 0.01% | Reduce -12.4% | 120 | $224K |
| Schechter Investment Advisors, LLC | 0.02% | Reduce -10.6% | 118 | $221K |
| Vest Financial, LLC | 0.00% | New | 118 | $221K |
| Huntington National Bank | 0.00% | Add +3.5% | 118 | $221K |
| Corebridge Financial, Inc. | 0.00% | Reduce -3.3% | 118 | $221K |
| Roberts Glore & Co. Inc. | 0.07% | No change | 118 | $221K |
| Allworth Financial LP | 0.00% | Reduce -7.7% | 120 | $218K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 116 | $217K |
| Guyasuta Investment Advisors Inc. | 0.01% | New | 115 | $215K |
| Ironwood Investment Counsel, LLC | 0.04% | New | 115 | $215K |
| Canandaigua National Trust Co of Florida | 0.19% | Reduce -59.7% | 114 | $213K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 114 | $213K |
| Hexagon Capital Partners LLC | 0.04% | Add +0.9% | 113 | $211K |
| West Family Investments, Inc. | 0.08% | New | 111 | $208K |
| Financial Advocates Investment Management | 0.01% | Reduce -61.6% | 111 | $208K |
| Carnegie Investment Counsel | 0.00% | No change | 120 | $206K |
| PFG Investments, LLC | 0.01% | New | 110 | $206K |
| Apriem Advisors | 0.02% | New | 109 | $204K |
| Regions Financial Corp. | 0.00% | New | 109 | $204K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +13.5% | 109 | $204K |
| Colonial Trust Co / SC | 0.03% | Reduce -10.7% | 108 | $202K |
| Cypress Capital Group | 0.03% | New | 108 | $202K |
| Cyndeo Wealth Partners, LLC | 0.01% | New | 107 | $200K |
| TAGStone Capital, Inc. | 0.10% | New | 107 | $200K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -24.6% | 104 | $194K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 91 | $170K |
| Colonial Trust Advisors | 0.01% | No change | 89 | $166K |
| TCTC Holdings, LLC | 0.01% | No change | 84 | $157K |
| Geneos Wealth Management Inc. | 0.01% | Add +5.2% | 81 | $151K |
| SouthState Bank Corp | 0.01% | Add +2.6% | 79 | $148K |
| Evolution Advisers, Inc. | 0.07% | Add +1.4% | 75 | $140K |
| Ofi Invest Asset Management | 0.00% | No change | 80 | $138K |
| Harvest Fund Management Co., Ltd | 0.01% | No change | 70 | $131K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 70 | $130K |
| IFP Advisors, Inc | 0.00% | Add +1.5% | 68 | $127K |
| Stonebridge Financial Group, LLC | 0.01% | Reduce -6.0% | 63 | $118K |
| GAMMA Investing LLC | 0.01% | Add +12.7% | 62 | $116K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 62 | $115K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 61 | $114K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 60 | $112K |
| Quarry LP | 0.03% | New | 58 | $108K |
| Penserra Capital Management LLC | 0.00% | No change | 58 | $108K |
| Crewe Advisors LLC | 0.01% | No change | 56 | $105K |
| Quent Capital, LLC | 0.01% | No change | 55 | $103K |
| Rothschild Investment LLC | 0.01% | No change | 55 | $103K |
| Caitong International Asset Management Co., Ltd | 0.08% | Add +50.0% | 54 | $101K |
| Twin Tree Management, LP | 0.00% | New | 52 | $97K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Reduce -38.1% | 52 | $97K |
| Capital Analysts, LLC | 0.00% | Reduce -13.3% | 52 | $97K |
| Prestige Wealth Management Group LLC | 0.02% | No change | 50 | $93K |
| Evermay Wealth Management LLC | 0.01% | No change | 49 | $92K |
| Larson Financial Group LLC | 0.00% | Add +104.8% | 43 | $80K |
| Whittier Trust Co. | 0.00% | Add +281.8% | 42 | $79K |
| Westpac Banking Corp. | 0.01% | No change | 40 | $75K |
| Versant Capital Management, Inc | 0.01% | Add +178.6% | 39 | $73K |
| Lindbrook Capital, LLC | 0.01% | Reduce -20.4% | 39 | $73K |
| Arax Advisory Partners | 0.00% | Reduce -75.2% | 39 | $73K |
| Assetmark, Inc. | 0.00% | No change | 36 | $67K |
| Manchester Capital Management LLC | 0.01% | Reduce -85.0% | 35 | $65K |
| Ransom Advisory, Ltd | 0.03% | No change | 34 | $64K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +106.3% | 33 | $62K |
| Maryland Capital Advisors Inc. | 0.03% | No change | 32 | $60K |
| Private Trust Co. NA | 0.01% | No change | 32 | $60K |
| Wayfinding Financial, LLC | 0.02% | New | 29 | $54K |
| Delta Asset Management LLC | 0.01% | No change | 28 | $52K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -34.9% | 28 | $52K |
| Vestor Capital, LLC | 0.00% | No change | 27 | $50K |
| SBI Securities Co., Ltd. | 0.00% | Add +14.3% | 24 | $45K |
| Spire Wealth Management | 0.00% | Reduce -17.9% | 23 | $43K |
| Toth Financial Advisory Corp. | 0.01% | No change | 22 | $41K |
| Brooklyn Investment Group | 0.01% | Reduce -4.8% | 20 | $37K |
| Global Trust Asset Management, LLC | 0.02% | Reduce -16.7% | 20 | $37K |
| State of Wyoming | 0.01% | Add +5.3% | 20 | $37K |
| St Germain D J Co. Inc. | 0.00% | Add +300.0% | 20 | $37K |
| Private Wealth Management Group, LLC | 0.01% | No change | 19 | $36K |
| Deseret Mutual Benefit Administrators | 0.02% | No change | 18 | $34K |
| Lavaca Capital LLC | 0.02% | No change | 18 | $34K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 18 | $34K |
| Hemington Wealth Management | 0.01% | Add +38.5% | 18 | $33K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +183.3% | 17 | $32K |
| Atlas Capital Advisors Inc. | 0.00% | New | 17 | $32K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 16 | $30K |
| SIMA Wealth Partners, LLC | 0.02% | No change | 16 | $30K |
| Sierra Ocean, LLC | 0.02% | New | 15 | $28K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | New | 15 | $28K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 15 | $28K |
| Sittner & Nelson, LLC | 0.01% | No change | 13 | $24K |
| Anfield Capital Management, LLC | 0.01% | No change | 13 | $24K |
| CoreCap Advisors, LLC | 0.00% | Add +1200.0% | 13 | $24K |
| SJS Investment Consulting Inc. | 0.00% | No change | 12 | $22K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -7.7% | 12 | $22K |
| Barrett & Company, Inc. | 0.01% | No change | 12 | $22K |
| Adirondack Trust Co. | 0.01% | No change | 12 | $22K |
| Citizens National Bank Trust Department | 0.00% | No change | 12 | $22K |
| City Holding Co. | 0.00% | No change | 12 | $22K |
| Valley National Advisers Inc. | 0.00% | No change | 12 | $22K |
| Riverview Trust Co | 0.02% | No change | 11 | $21K |
| Bruce G. Allen Investments, LLC | 0.02% | Reduce -8.3% | 11 | $21K |
| Gables Capital Management Inc. | 0.01% | No change | 11 | $21K |
| True Wealth Design, LLC | 0.01% | Add +10.0% | 11 | $21K |
| Asset Dedication, LLC | 0.00% | No change | 11 | $21K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 10 | $19K |
| First Command Advisory Services, Inc. | 0.00% | Add +11.1% | 10 | $19K |
| 2UniFi Bank | 0.01% | No change | 9 | $17K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 10 | $17K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -78.6% | 9 | $17K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 9 | $17K |
| Meeder Asset Management Inc. | 0.00% | New | 9 | $17K |
| Bogart Wealth, LLC | 0.00% | Reduce -18.2% | 9 | $17K |
| Putney Financial Group LLC | 0.02% | No change | 8 | $15K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 8 | $15K |
| CVA Family Office, LLC | 0.00% | No change | 8 | $15K |
| Garde Capital, Inc. | 0.00% | New | 8 | $15K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -38.5% | 8 | $15K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 7 | $13K |
| Legacy Bridge, LLC | 0.01% | No change | 7 | $13K |
| Binnacle Investments Inc | 0.01% | — | 7 | $13K |
| Truvestments Capital LLC | 0.00% | Reduce -41.7% | 7 | $13K |
| Creative Financial Designs Inc. | 0.00% | No change | 7 | $13K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -74.1% | 7 | $13K |
| von Borstel & Associates, Inc. | 0.00% | New | 7 | $13K |
| Mather Group, Llc. | 0.00% | No change | 6 | $12K |
| Silicon Valley Capital Partners | 0.00% | No change | 6 | $11K |
| Pacifica Partners Inc. | 0.01% | No change | 6 | $11K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 5 | $9K |
| Clearstead Trust, LLC | 0.00% | New | 5 | $9K |
| Saudi Central Bank | 0.05% | New | 5 | $9K |
| Rogco, LP | 0.00% | No change | 5 | $9K |
| SRH Advisors, LLC | 0.00% | No change | 5 | $9K |
| Evelyn Partners Asset Management Ltd | 0.00% | New | 5 | $9K |
| Aviso Financial Inc. | 0.00% | Reduce -50.0% | 5 | $9K |
| Hughes Financial Services, LLC | 0.00% | New | 5 | $9K |
| GW&K Investment Management, LLC | 0.00% | No change | 5 | $9K |
| Bell Investment Advisors, Inc | 0.00% | No change | 4 | $7K |
| LGT Financial Advisors LLC | 0.02% | Reduce -84.0% | 4 | $7K |
| Global Financial Private Client, LLC | 0.00% | Add +300.0% | 4 | $7K |
| Evelyn Partners Investment Management Services Ltd | 0.00% | No change | 4 | $7K |
| Private Wealth Asset Management, LLC | 0.00% | — | 4 | $7K |
| Walleye Capital LLC | 0.00% | Reduce -99.8% | 4 | $7K |
| Accordant Advisory Group Inc | 0.01% | New | 3 | $6K |
| Innovative Advisory Group, LLC | 0.01% | No change | 3 | $6K |
| Accent Capital Management, LLC | 0.00% | New | 3 | $6K |
| Richards, Merrill & Peterson, Inc. | 0.00% | No change | 3 | $6K |
| Fortitude Family Office, LLC | 0.00% | No change | 3 | $6K |
| TD Capital Management LLC | 0.00% | No change | 3 | $6K |
| MV Capital Management, Inc. | 0.00% | No change | 3 | $6K |
| UMB Bank, n.a. | 0.00% | No change | 3 | $6K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 3 | $5K |
| Lanark Financial, Inc. | 0.00% | — | 3 | $5K |
| Fairscale Capital, LLC | 0.00% | No change | 2 | $4K |
| Bellevue Asset Management, LLC | 0.00% | No change | 2 | $4K |
| Red Tortoise LLC | 0.00% | No change | 2 | $4K |
| Mechanics Financial Corp | 0.00% | No change | 2 | $4K |
| Archer Investment Corp | 0.00% | No change | 2 | $4K |
| West Paces Advisors Inc. | 0.00% | No change | 2 | $4K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 2 | $4K |
| Continuum Advisory, LLC | 0.00% | No change | 2 | $4K |
| Zions Bancorporation, National Association | 0.00% | — | 2 | $4K |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $2K |
| Sachetta, LLC | 0.00% | No change | 1 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 1 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 1 | $2K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 1 | $2K |
| Tortoise Investment Management, LLC | 0.00% | No change | 1 | $2K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1 | $2K |
| Winnacle Wealth LLC | 0.00% | No change | 1 | $750 |
"% of holder's portfolio" is MKL's weight in each manager's 13F, not the share of Markel Group Inc. the manager owns.