Markel GroupMKL
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 923 institutions reported holding Markel Group Inc. (MKL) in their 13F filings, up 68 from Q3 2025. 87 opened new positions and 46 sold out. The largest holders were Vanguard Group Inc. ($2.5B), BlackRock, Inc. ($1.5B) and Principal Financial Group Inc. ($1.1B). 10 famous investors held it, including Francois Rochon (3.2% of Giverny Capital's portfolio), Tom Russo (0.1% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $48.7M |
| Exits | 46 | $64.1M |
All 13F filers, Q3 2025 → Q4 2025: 268,319 shares bought and 498,789 shares sold, net −230,470 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 923 holders
| Vanguard Group Inc. | 0.04% | Reduce -0.1% | 1,171,904 | $2.5B |
| BlackRock, Inc. | 0.03% | Reduce -1.2% | 711,291 | $1.5B |
| Principal Financial Group Inc. | 0.59% | Reduce -2.6% | 533,135 | $1.1B |
| Select Equity Group, L.P. | 4.27% | Add +11.8% | 427,882 | $919.8M |
| Davis Selected Advisers | 4.01% | Add +11.2% | 415,160 | $892.5M |
| Morgan Stanley | 0.05% | Reduce -12.6% | 392,164 | $843.0M |
| State Street Corp. | 0.02% | Add +0.2% | 304,913 | $655.5M |
| Boston Partners | 0.58% | Reduce -2.6% | 262,151 | $563.5M |
| Geode Capital Management, LLC | 0.03% | Reduce -0.2% | 224,964 | $482.2M |
| DAVENPORT & Co LLC | 2.45% | Add +2.4% | 209,999 | $452.4M |
| Van Lanschot Kempen Investment Management N.V. | 3.77% | Add +13.0% | 204,861 | $440.4M |
| Baillie Gifford & Co. | 0.34% | Reduce -4.3% | 188,437 | $405.1M |
| T. Rowe Price Investment Management, Inc. | 0.21% | Reduce -0.3% | 155,043 | $333.3M |
| Norges Bank | 0.03% | — | 147,737 | $317.6M |
| Bank of America Corp. | 0.02% | Reduce -3.8% | 147,280 | $316.6M |
| Dimensional Fund Advisors LP | 0.06% | Add +0.7% | 130,557 | $280.7M |
| Wellington Management Group LLP | 0.04% | Reduce -8.9% | 111,896 | $240.5M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.58% | Add +13.2% | 97,923 | $211.2M |
| Fenimore Asset Management Inc | 3.95% | Reduce -0.1% | 88,266 | $189.7M |
| Madison Avenue Partners, LP | 8.12% | Add +4.3% | 87,889 | $188.9M |
| Northern Trust Corp. | 0.02% | Reduce -11.3% | 84,619 | $181.9M |
| Douglass Winthrop Advisors, LLC | 3.08% | Reduce -2.7% | 81,938 | $176.1M |
| JANA Partners Management, LP | 9.08% | Reduce -44.9% | 81,219 | $174.6M |
| Fort Washington Investment Advisors Inc. | 0.91% | Reduce -0.4% | 79,713 | $171.4M |
| Barr E S & Co. | 8.72% | Reduce -0.4% | 77,974 | $167.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -12.4% | 77,650 | $166.9M |
| Check Capital Management Inc. | 9.94% | Reduce -0.3% | 77,313 | $166.2M |
| Polar Capital Holdings Plc | 0.76% | Reduce -1.9% | 77,000 | $165.5M |
| Jennison Associates LLC | 0.09% | Add +7.9% | 73,199 | $157.4M |
| Epoch Investment Partners, Inc. | 0.86% | Reduce -8.6% | 70,442 | $151.4M |
| Scharf Investments, LLC | 4.00% | Reduce -8.2% | 69,203 | $148.8M |
| Legal & General Group Plc | 0.03% | Reduce -5.9% | 68,957 | $148.2M |
| Raymond James Financial Inc. | 0.05% | Add +10.1% | 67,721 | $145.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +3.2% | 67,388 | $144.9M |
| HighTower Advisors, LLC | 0.15% | Reduce -4.2% | 65,702 | $141.2M |
| Wells Fargo & Company | 0.02% | Add +0.2% | 58,129 | $125.0M |
| Graham Holdings Co Master Retirement Trust | 16.62% | No change | 58,008 | $124.7M |
| TD Asset Management Inc | 0.10% | Reduce -11.2% | 56,075 | $120.5M |
| Graham Holdings Co | 11.01% | No change | 55,430 | $119.2M |
| Davis Asset Management, L.P. | 3.85% | No change | 50,000 | $107.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +0.3% | 47,386 | $101.9M |
| Avenir Corp. | 10.82% | Reduce -0.8% | 46,372 | $99.7M |
| Giverny Capital | 3.15% | Add +0.3% | 43,978 | $94.5M |
| Royal Bank of Canada | 0.02% | Reduce -14.8% | 42,051 | $90.4M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -10.2% | 41,662 | $89.6M |
| Steginsky Capital LLC | 14.85% | Add +2.2% | 40,990 | $88.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.5% | 39,062 | $84.0M |
| Quilter Plc | 1.31% | Reduce -0.2% | 36,322 | $78.1M |
| Thompson Siegel & Walmsley LLC | 1.28% | Reduce -7.2% | 35,364 | $76.0M |
| Swiss National Bank | 0.04% | Reduce -5.2% | 34,670 | $74.5M |
| DF Dent & Co. Inc. | 1.06% | Reduce -13.5% | 34,334 | $73.8M |
| California Public Employees Retirement System | 0.04% | Reduce -16.2% | 33,509 | $72.0M |
| Anchor Capital Advisors LLC | 2.05% | Reduce -2.7% | 32,922 | $70.8M |
| Cooke & Bieler LP | 0.72% | Reduce -0.1% | 32,047 | $68.9M |
| UBS Group AG | 0.01% | Reduce -46.6% | 31,691 | $68.1M |
| Deutsche Bank AG | 0.02% | Reduce -2.1% | 30,157 | $64.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -5.0% | 28,995 | $62.3M |
| Sather Financial Group Inc | 3.18% | Reduce -1.0% | 27,478 | $59.1M |
| Greenbrier Partners Capital Management, LLC | 3.83% | Reduce -3.1% | 26,578 | $57.1M |
| Amundi | 0.02% | Add +16.8% | 26,189 | $56.3M |
| Capco Asset Management, LLC | 13.72% | Reduce -1.7% | 26,094 | $56.1M |
| Renaissance Technologies | 0.09% | Add +19.5% | 26,031 | $56.0M |
| Captrust Financial Advisors | 0.10% | Add +215.6% | 24,737 | $53.2M |
| First Trust Advisors LP | 0.04% | Add +24.6% | 23,482 | $50.5M |
| Marathon Asset Management Ltd | 1.90% | Reduce -7.6% | 22,986 | $49.4M |
| Greenlea Lane Capital Management, LLC | 14.37% | Add +2.0% | 22,905 | $49.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.11% | Reduce -29.6% | 21,879 | $47.0M |
| Beck Mack & Oliver LLC | 0.84% | Reduce -7.5% | 21,601 | $46.4M |
| Russell Investments Group, Ltd. | 0.05% | Reduce -1.7% | 20,733 | $44.6M |
| Broad Run Investment Management, LLC | 8.19% | Reduce -0.1% | 20,525 | $44.1M |
| Lafayette Investments, Inc. | 8.29% | Add +1.1% | 20,393 | $43.8M |
| Country Trust Bank | 0.79% | Add +13.2% | 20,284 | $43.6M |
| National Pension Service | 0.03% | Add +1.7% | 20,003 | $43.0M |
| Invesco Ltd. | 0.00% | Add +2.1% | 19,158 | $41.2M |
| Marshall Wace, LLP | 0.04% | Add +98.3% | 18,997 | $40.8M |
| Mraz, Amerine & Associates, Inc. | 6.05% | Add +1.4% | 18,938 | $40.7M |
| Qube Research & Technologies Ltd | 0.06% | Reduce -7.0% | 18,633 | $40.1M |
| HSBC Holdings PLC | 0.02% | Add +36.9% | 18,554 | $39.9M |
| Jane Street Group, LLC | 0.05% | Reduce -38.3% | 18,410 | $39.6M |
| American Century Companies Inc. | 0.02% | Reduce -18.5% | 18,342 | $39.4M |
| Pinnacle Associates Ltd. | 0.50% | Reduce -0.9% | 18,236 | $39.2M |
| California State Teachers Retirement System | 0.04% | Add +6.8% | 18,233 | $39.2M |
| Nuveen, LLC | 0.01% | Reduce -16.1% | 17,926 | $38.5M |
| Lincoln Capital LLC | 6.78% | Reduce -0.8% | 17,402 | $37.4M |
| Barclays PLC | 0.01% | Reduce -16.3% | 15,985 | $34.4M |
| Caisse de depot et placement du Quebec | 0.06% | Add +57.8% | 15,637 | $33.6M |
| Citadel Investment Advisory, Inc. | 14.52% | Add +0.6% | 15,619 | $33.6M |
| AQR Capital Management | 0.02% | Reduce -0.5% | 15,603 | $33.5M |
| Rhumbline Advisers | 0.03% | Reduce -1.6% | 15,367 | $33.0M |
| Tidal Investments LLC | 0.14% | Reduce -18.4% | 15,335 | $33.0M |
| Janus Henderson Group PLC | 0.01% | Reduce -10.0% | 14,903 | $32.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.2% | 14,858 | $31.9M |
| Poehling Capital Management, INC. | 5.82% | Add +0.4% | 13,222 | $28.4M |
| Stansberry Asset Management, LLC | 2.75% | Add +1.2% | 12,495 | $26.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.02% | Add +6.2% | 12,484 | $26.6M |
| FMR LLC | 0.00% | Reduce -46.7% | 12,334 | $26.5M |
| Danske Bank A/S | 0.06% | Reduce -7.8% | 12,253 | $26.3M |
| State Board of Administration of Florida Retirement System | 0.05% | Reduce -4.1% | 12,237 | $26.3M |
| Millennium Management | 0.02% | Reduce -26.9% | 12,150 | $26.1M |
| Banyan Capital Management, Inc. | 10.55% | Reduce -0.6% | 11,290 | $24.3M |
| PYA Waltman Capital, LLC | 6.44% | Reduce -1.9% | 11,154 | $24.0M |
| Swedbank AB | 0.02% | Reduce -0.9% | 10,805 | $23.2M |
| Franklin Resources Inc. | 0.01% | Add +12.2% | 10,778 | $23.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.1% | 10,605 | $22.8M |
| Illinois Municipal Retirement Fund | 0.27% | Reduce -2.5% | 10,186 | $21.9M |
| Aviva PLC | 0.04% | Add +0.5% | 10,145 | $21.8M |
| APG Asset Management N.V. | 0.06% | Reduce -6.0% | 11,507 | $21.1M |
| Smith Salley Wealth Management | 0.97% | Reduce -1.3% | 9,102 | $19.6M |
| Susquehanna International Group, LLP | 0.03% | Reduce -51.0% | 9,065 | $19.5M |
| Korea Investment CORP | 0.04% | Add +12.2% | 9,061 | $19.5M |
| Rockbridge Asset Management LLC | 11.72% | No change | 8,997 | $19.3M |
| LPL Financial LLC | 0.01% | Add +5.6% | 8,671 | $18.6M |
| Brown Advisory Inc. | 0.03% | Add +2.7% | 8,644 | $18.6M |
| Focus Partners Wealth | 0.02% | Add +2.6% | 8,280 | $17.8M |
| Hutchinson Capital Management | 3.03% | Add +0.1% | 8,222 | $17.7M |
| Kirr Marbach & Co. LLC | 3.33% | Reduce -0.7% | 8,113 | $17.4M |
| Heritage Wealth Advisors | 0.65% | Reduce -1.1% | 7,965 | $17.1M |
| Martingale Asset Management L P | 0.43% | Reduce -22.1% | 7,948 | $17.1M |
| Blair William & Co. | 0.04% | Add +0.8% | 7,707 | $16.6M |
| Evelyn Partners Investment Management LLP | 0.45% | Add +3.6% | 7,651 | $16.4M |
| Seneca House Advisors | 6.15% | Reduce -0.2% | 7,646 | $16.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.03% | Add +11.4% | 7,646 | $16.4M |
| Lathrop Investment Management Co. | 2.81% | Add +0.1% | 7,195 | $15.5M |
| Royal London Asset Management Ltd. | 0.03% | Reduce -1.3% | 7,065 | $15.2M |
| Luma Capital S.A. - SPF | 14.18% | — | 7,032 | $15.1M |
| Creative Planning | 0.01% | Add +11.4% | 6,950 | $14.9M |
| State of Wisconsin Investment Board | 0.03% | Reduce -5.0% | 6,813 | $14.6M |
| Regency Capital Management Inc.\DE | 6.01% | Reduce -1.4% | 6,726 | $14.5M |
| Citigroup Inc. | 0.01% | Add +8.9% | 6,584 | $14.2M |
| New York State Common Retirement Fund | 0.02% | No change | 6,555 | $14.1M |
| Cheviot Value Management, LLC | 1.35% | Add +1.3% | 6,840 | $13.8M |
| Sei Investments Co. | 0.01% | Add +14.8% | 6,374 | $13.7M |
| First National Bank of Omaha | 0.40% | Reduce -20.1% | 6,303 | $13.5M |
| Gardner Russo & Quinn | 0.15% | Reduce -17.9% | 6,279 | $13.5M |
| First Manhattan Co. Llc. | 0.04% | Add +16.0% | 6,267 | $13.5M |
| Victory Capital Management Inc. | 0.01% | Add +5.8% | 6,254 | $13.4M |
| Live Oak Private Wealth LLC | 1.82% | Reduce -0.6% | 6,226 | $13.4M |
| Needham Investment Management LLC | 0.85% | Add +7.8% | 6,225 | $13.4M |
| Gotham Asset Management | 0.05% | Add +1.1% | 6,185 | $13.3M |
| Solidarity Wealth, LLC | 2.70% | Add +4.9% | 6,143 | $13.2M |
| Fuller & Thaler Asset Management, Inc. | 0.04% | Reduce -13.5% | 5,844 | $12.6M |
| Aberdeen Group plc | 0.02% | Reduce -0.2% | 5,746 | $12.4M |
| Pictet Asset Management Holding SA | 0.01% | Add +8.1% | 5,699 | $12.3M |
| Canerector Inc. | 5.93% | Add +0.6% | 5,635 | $12.1M |
| GAM Holding AG | 0.77% | Reduce -4.0% | 5,587 | $12.0M |
| Frontier Capital Management Co. LLC | 0.13% | Reduce -0.7% | 5,568 | $12.0M |
| Brandywine Global Investment Management, LLC | 0.08% | Reduce -0.8% | 5,559 | $11.9M |
| Cibc World Market Inc. | 0.02% | Reduce -0.1% | 5,496 | $11.8M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -0.7% | 5,476 | $11.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.0% | 5,397 | $11.6M |
| Treasurer of the State of North Carolina | 0.04% | Reduce -6.8% | 5,218 | $11.2M |
| Berkeley, Inc | 3.56% | Add +0.8% | 5,203 | $11.2M |
| Snyder Capital Management L P | 0.21% | Reduce -28.6% | 5,168 | $11.1M |
| Asset Management One Co., Ltd. | 0.03% | Reduce -2.3% | 4,970 | $10.9M |
| Mn Services Vermogensbeheer B.V. | 0.06% | Add +3.1% | 4,898 | $10.5M |
| Stifel Financial Corp. | 0.01% | Add +5.5% | 4,826 | $10.4M |
| Storebrand Asset Management As | 0.03% | Reduce -6.5% | 4,809 | $10.3M |
| Chapman Investment Management, LLC | 7.52% | Add +0.1% | 4,784 | $10.3M |
| BNP Paribas Financial Markets | 0.01% | Reduce -9.5% | 4,783 | $10.3M |
| Motley Fool Wealth Management, LLC | 0.79% | Reduce -20.1% | 4,744 | $10.2M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.09% | — | 4,645 | $10.0M |
| KLP Kapitalforvaltning As | 0.04% | Add +0.7% | 4,630 | $10.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -32.0% | 4,577 | $9.8M |
| Redmond Asset Management, LLC | 2.47% | Reduce -1.6% | 4,509 | $9.7M |
| Cerity Partners LLC | 0.01% | Add +2.2% | 4,507 | $9.7M |
| Janney Montgomery Scott LLC | 0.02% | Add +5.8% | 4,504 | $9.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +2.1% | 4,363 | $9.3M |
| Truist Financial Corp. | 0.01% | Reduce -10.0% | 4,319 | $9.3M |
| Wedge Capital Management L L P | 0.17% | Reduce -29.4% | 4,297 | $9.2M |
| Resona Asset Management Co.,Ltd. | 0.04% | Reduce -5.2% | 4,191 | $9.0M |
| Riverview Capital Advisers, LLC | 2.72% | Reduce -3.7% | 4,176 | $9.0M |
| Clear Harbor Asset Management, LLC | 0.61% | Add +1.0% | 4,146 | $8.9M |
| State of New Jersey Common Pension Fund D | 0.03% | Add +0.8% | 4,121 | $8.9M |
| Seizert Capital Partners, LLC | 0.36% | Reduce -2.8% | 4,018 | $8.6M |
| Marex Group Ltd | 0.09% | Add +0.0% | 4,013 | $8.6M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +0.1% | 4,001 | $8.6M |
| Hennessy Advisors Inc. | 0.30% | Reduce -7.0% | 4,000 | $8.6M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.04% | Reduce -1.0% | 3,986 | $8.6M |
| Public Employees Retirement System of Ohio | 0.03% | Reduce -1.4% | 3,971 | $8.5M |
| Hi-Line Capital Management, LLC | 2.84% | Add +0.5% | 3,964 | $8.5M |
| SG Americas Securities, LLC | 0.01% | Add +1432.9% | 3,909 | $8.4M |
| Pathstone Holdings, LLC | 0.03% | Add +13.9% | 3,894 | $8.4M |
| Blue Zone Wealth Advisors, LLC | 1.57% | Add +0.1% | 3,829 | $8.2M |
| Sprucegrove Investment Management Ltd. | 0.99% | Reduce -64.9% | 3,818 | $8.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +35.3% | 3,796 | $8.2M |
| Greenline Partners, LLC | 0.92% | Add +2.0% | 3,728 | $8.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -17.7% | 3,703 | $8.0M |
| D. E. Shaw & Co. | 0.01% | Reduce -7.3% | 3,683 | $7.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -62.2% | 3,661 | $7.9M |
| Evergreen Wealth Management, LLC | 3.91% | Add +2.0% | 3,616 | $7.8M |
| Corient Private Wealth LP | 0.01% | Add +8.7% | 3,604 | $7.7M |
| Hudson Value Partners, LLC | 2.28% | Add +0.3% | 3,517 | $7.6M |
| Gateway Investment Advisers LLC | 0.07% | No change | 3,540 | $7.6M |
| Buttonwood Financial Advisors Inc. | 2.54% | Reduce -0.1% | 3,538 | $7.6M |
| MAI Capital Management | 0.04% | Add +514.6% | 3,528 | $7.6M |
| Vantage Investment Partners, LLC | 0.51% | No change | 3,527 | $7.6M |
| Tsai Capital Corp | 5.15% | Reduce -1.3% | 3,520 | $7.6M |
| Lowe Brockenbrough & Co. Inc. | 0.37% | Reduce -0.0% | 3,514 | $7.6M |
| Arizona State Retirement System | 0.04% | Reduce -7.5% | 3,472 | $7.5M |
| GHP Investment Advisors, Inc. | 0.31% | Reduce -0.1% | 3,463 | $7.4M |
| National Bank of Canada | 0.01% | Add +13.1% | 3,426 | $7.4M |
| Osaic Holdings, Inc. | 0.01% | Add +8.3% | 3,394 | $7.3M |
| Alpha Omega Wealth Management LLC | 1.19% | Reduce -0.9% | 3,344 | $7.2M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -3.3% | 3,302 | $7.1M |
| NWF Advisory Services Inc. | 0.78% | Add +6.8% | 3,270 | $7.0M |
| Man Group plc | 0.01% | Add +66.2% | 3,256 | $7.0M |
| Handelsbanken Fonder AB | 0.02% | Reduce -2.6% | 3,219 | $6.9M |
| OP Asset Management Ltd | 0.08% | Reduce -63.6% | 3,176 | $6.8M |
| Roundview Capital LLC | 0.42% | Reduce -0.3% | 3,149 | $6.8M |
| Montag A & Associates Inc. | 0.30% | Reduce -9.2% | 3,076 | $6.6M |
| Culbertson A N & Co. Inc. | 0.89% | Add +9.5% | 3,012 | $6.5M |
| BCV Asset Management Inc. | 0.16% | — | 3,076 | $6.5M |
| Chemistry Wealth Management LLC | 1.19% | Add +0.6% | 2,960 | $6.4M |
| Holocene Advisors, LP | 0.01% | Add +3.1% | 2,941 | $6.3M |
| Parallel Advisors, LLC | 0.12% | Add +2.7% | 2,934 | $6.3M |
| Quantinno Capital Management LP | 0.01% | Add +59.4% | 2,924 | $6.3M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +1.3% | 2,906 | $6.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | No change | 2,900 | $6.2M |
| GoodHaven Capital Management, LLC | 2.04% | No change | 2,898 | $6.2M |
| Northstar Group, Inc. | 0.87% | Add +8.5% | 2,880 | $6.2M |
| Bank of Montreal | 0.00% | Add +45.3% | 2,879 | $6.2M |
| &partners | 0.03% | Add +22.8% | 2,879 | $6.2M |
| O'shaughnessy Asset Management, LLC | 0.03% | Reduce -7.3% | 2,853 | $6.1M |
| DNB Asset Management AS | 0.02% | Add +9.4% | 2,810 | $6.0M |
| Cetera Investment Advisers | 0.01% | Add +6.5% | 2,751 | $5.9M |
| Adalta Capital Management LLC | 2.62% | No change | 2,732 | $5.9M |
| Mackenzie Financial Corp. | 0.01% | Add +41.4% | 2,698 | $5.9M |
| ExodusPoint Capital Management, LP | 0.06% | New | 2,694 | $5.8M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.05% | Add +3.9% | 2,687 | $5.8M |
| Skandinaviska Enskilda Banken AB (publ) | 0.02% | Reduce -1.5% | 2,639 | $5.7M |
| Inkwell Capital LLC | 5.70% | Reduce -0.9% | 2,604 | $5.6M |
| Mariner, LLC | 0.01% | Reduce -9.3% | 2,596 | $5.6M |
| Florida Trust Wealth Management Co | 0.15% | Reduce -0.4% | 2,592 | $5.6M |
| Ervin Investment Management, LLC | 3.12% | Add +2.1% | 2,590 | $5.6M |
| Southeast Asset Advisors, LLC | 0.52% | Reduce -0.2% | 2,571 | $5.5M |
| Baxter Bros Inc. | 0.63% | Add +44.3% | 2,537 | $5.5M |
| Neville Rodie & Shaw Inc. | 0.38% | Reduce -3.5% | 2,483 | $5.3M |
| Sanctuary Advisors, LLC | 0.03% | Add +1.7% | 2,416 | $5.2M |
| Systematic Financial Management LP | 0.12% | Add +8.6% | 2,339 | $5.0M |
| US Bancorp \de | 0.01% | Add +1.4% | 2,332 | $5.0M |
| Eurizon Capital SGR S.p.A. | 0.02% | — | 2,329 | $5.0M |
| Watchman Group, Inc. | 1.17% | Reduce -1.8% | 2,280 | $4.9M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 2,267 | $4.9M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.03% | Add +23.1% | 2,242 | $4.8M |
| Acadian Asset Management LLC | 0.01% | New | 2,242 | $4.8M |
| Dark Forest Capital Management LP | 0.21% | New | 2,178 | $4.7M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -50.5% | 2,154 | $4.6M |
| Curi Capital, LLC | 0.08% | Reduce -5.5% | 2,129 | $4.6M |
| Cannell & Spears LLC | 0.09% | Add +2.9% | 2,124 | $4.6M |
| Centaurus Financial, Inc. | 0.21% | Reduce -1.5% | 2,109 | $4.5M |
| Horizon Kinetics Asset Management LLC | 0.06% | Reduce -12.7% | 2,102 | $4.5M |
| East Coast Asset Management, LLC. | 1.32% | Reduce -0.7% | 2,096 | $4.5M |
| Henshaw Capital LLC | 0.16% | No change | 2,062 | $4.4M |
| Utah Retirement Systems | 0.04% | No change | 2,057 | $4.4M |
| Bradyco, Inc. | 5.39% | Reduce -9.7% | 2,022 | $4.3M |
| Bridgewater Associates | 0.02% | New | 2,016 | $4.3M |
| Toronto Dominion Bank | 0.01% | Reduce -1.7% | 2,016 | $4.3M |
| USS Investment Management Ltd | 0.02% | Add +0.3% | 2,014 | $4.3M |
| Canal Insurance CO | 1.04% | No change | 2,000 | $4.3M |
| State of Alaska, Department of Revenue | 0.05% | No change | 2,000 | $4.3M |
| Womack Financial LLC | 3.17% | Add +0.6% | 1,999 | $4.3M |
| KBC Group NV | 0.01% | Reduce -4.2% | 1,980 | $4.3M |
| Salem Investment Counselors Inc. | 0.12% | Add +7.2% | 1,946 | $4.2M |
| Police & Firemen's Retirement System of New Jersey | 0.03% | Reduce -5.1% | 1,911 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +7.2% | 1,904 | $4.1M |
| English Capital Management LLC | 2.54% | No change | 1,891 | $4.1M |
| Leuthold Group, LLC | 0.44% | Add +1.2% | 1,890 | $4.1M |
| Texas Yale Capital Corp. | 0.12% | Add +1.1% | 1,888 | $4.1M |
| Alta Capital Management LLC/ | 0.27% | Reduce -32.2% | 1,885 | $4.1M |
| Clearstead Advisors, LLC | 0.05% | Add +0.4% | 1,857 | $4.0M |
| Fiduciary Group, LLC | 0.33% | Reduce -3.5% | 1,839 | $4.0M |
| Forsta Ap-Fonden | 0.02% | Reduce -3.2% | 1,830 | $3.9M |
| Harbor Investment Advisory, LLC | 0.29% | Add +0.9% | 1,816 | $3.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +2.2% | 1,765 | $3.8M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +13.8% | 1,731 | $3.7M |
| Bessemer Group Inc. | 0.01% | Add +56.1% | 1,726 | $3.7M |
| Freedom Day Solutions, LLC | 1.00% | Add +0.7% | 1,717 | $3.7M |
| D.A. Davidson & Co. | 0.02% | Add +2.8% | 1,708 | $3.7M |
| HB Wealth Management, LLC | 0.02% | Reduce -1.7% | 1,702 | $3.7M |
| Davidson Kahn Capital Management, LLC | 1.87% | Add +1.7% | 1,676 | $3.6M |
| Ashton Thomas Securities, LLC | 0.68% | Reduce -3.4% | 1,668 | $3.6M |
| Investment Management Corp of Ontario | 0.05% | Add +19.4% | 1,670 | $3.6M |
| Xponance LLC | 0.03% | Add +2.0% | 1,652 | $3.6M |
| Fiduciary Alliance LLC | 0.23% | Reduce -0.2% | 1,650 | $3.5M |
| Mediolanum International Funds Ltd | 0.04% | Reduce -12.8% | 1,629 | $3.5M |
| Nissay Asset Management Corp. /Japan | 0.02% | Add +0.6% | 1,635 | $3.5M |
| TD Private Client Wealth LLC | 0.07% | Reduce -1.5% | 1,622 | $3.5M |
| Atria Investments, Inc | 0.04% | Add +2.5% | 1,613 | $3.5M |
| Annandale Capital, LLC | 0.56% | Reduce -50.9% | 1,610 | $3.5M |
| Virginia Wealth Management Group, Inc. | 2.02% | Add +2.0% | 1,610 | $3.5M |
| Commerce Bank | 0.02% | Add +93.9% | 1,594 | $3.4M |
| Pavion Blue Capital, LLC | 1.42% | Add +0.4% | 1,591 | $3.4M |
| Glenview Trust Co | 0.05% | No change | 1,584 | $3.4M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.4% | 1,567 | $3.4M |
| Rathbones Group PLC | 0.01% | Reduce -3.1% | 1,563 | $3.4M |
| Ethic Inc. | 0.05% | Add +35.4% | 1,556 | $3.3M |
| Atlantic Union Bankshares Corp | 0.06% | Add +40.8% | 1,550 | $3.3M |
| Modern Wealth Management, LLC | 0.06% | Add +0.5% | 1,519 | $3.3M |
| Front Street Capital Management, Inc. | 0.46% | Add +69.0% | 1,513 | $3.3M |
| Intrepid Capital Management Inc. | 1.55% | No change | 1,493 | $3.2M |
| Kennondale Capital Management LLC | 2.32% | No change | 1,465 | $3.1M |
| Beese Fulmer Investment Management, Inc. | 0.20% | Reduce -2.8% | 1,465 | $3.1M |
| Weil Company, Inc. | 0.72% | Reduce -7.9% | 1,452 | $3.1M |
| First National Advisers, LLC | 0.42% | Reduce -22.3% | 1,433 | $3.1M |
| Gold Investment Management Ltd. | 0.96% | Add +2.1% | 1,392 | $3.0M |
| 1832 Asset Management L.P. | 0.00% | Add +2.7% | 1,385 | $3.0M |
| Sowell Financial Services LLC | 0.11% | Add +1.7% | 1,367 | $2.9M |
| Benjamin Edwards Inc. | 0.03% | Add +10.5% | 1,363 | $2.9M |
| Comerica Bank | 0.01% | Reduce -4.3% | 1,355 | $2.9M |
| Values Added Financial LLC | 1.23% | Reduce -10.7% | 1,354 | $2.9M |
| CI Investments Inc. | 0.01% | Reduce -59.5% | 1,344 | $2.9M |
| Silvercrest Asset Management Group LLC | 0.02% | No change | 1,325 | $2.8M |
| Choreo, LLC | 0.04% | Reduce -0.5% | 1,310 | $2.8M |
| Nordea Investment Management AB | 0.00% | Add +15.0% | 1,302 | $2.8M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 1,741 | $2.8M |
| Sunbelt Securities, Inc. | 0.19% | No change | 1,298 | $2.8M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.19% | Reduce -4.7% | 1,281 | $2.8M |
| Baird Financial Group, Inc. | 0.00% | Add +22.2% | 1,281 | $2.8M |
| NewEdge Advisors, LLC | 0.01% | Add +302.9% | 1,261 | $2.7M |
| Voya Investment Management LLC | 0.00% | Reduce -6.3% | 1,254 | $2.7M |
| Solitude Financial Services | 0.89% | Add +1.8% | 1,253 | $2.7M |
| Verition Fund Management LLC | 0.02% | Add +1.6% | 1,250 | $2.7M |
| Candriam S.C.A. | 0.01% | Add +24.2% | 1,249 | $2.7M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 1,229 | $2.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.3% | 1,219 | $2.6M |
| Scotia Capital Inc. | 0.01% | Add +2.4% | 1,219 | $2.6M |
| Tredje AP-fonden | 0.02% | Reduce -34.9% | 1,206 | $2.6M |
| Shelter Mutual Insurance Co | 0.58% | No change | 1,200 | $2.6M |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.02% | No change | 1,192 | $2.6M |
| Great Lakes Advisors, LLC | 0.02% | New | 1,192 | $2.6M |
| Third View Private Wealth, LLC | 0.33% | — | 1,156 | $2.5M |
| Manitou Investment Management Ltd. | 0.43% | No change | 1,140 | $2.5M |
| Ancora Advisors LLC | 0.05% | Add +11.4% | 1,090 | $2.3M |
| Salvus Wealth Management, LLC | 1.30% | Add +0.9% | 1,085 | $2.3M |
| Daiwa Securities Group Inc. | 0.01% | Add +0.9% | 1,080 | $2.3M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -0.2% | 1,069 | $2.3M |
| Andra AP-fonden | 0.03% | No change | 1,064 | $2.3M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +9.9% | 1,044 | $2.2M |
| Virtus Investment Advisers, LLC | 0.61% | Add +14.3% | 1,038 | $2.2M |
| Canada Pension Plan Investment Board | 0.00% | Add +46.4% | 1,010 | $2.2M |
| Pilgrim Partners Asia Pte Ltd | 1.03% | No change | 1,000 | $2.1M |
| Allstate Corp. | 0.03% | Add +118.1% | 951 | $2.0M |
| American Capital Advisory, LLC | 0.88% | Reduce -2.3% | 937 | $2.0M |
| Pinnacle Financial Partners, Inc. | 0.02% | — | 937 | $2.0M |
| Wealthfront Advisers LLC | 0.00% | Add +2.5% | 921 | $2.0M |
| M&T Bank Corp | 0.01% | Add +115.4% | 909 | $2.0M |
| Kensington Investment Counsel, LLC | 0.79% | Reduce -14.2% | 909 | $2.0M |
| Callan Family Office, LLC | 0.04% | Add +352.0% | 904 | $1.9M |
| Osmosis Investment Management UK Ltd | 0.05% | — | 902 | $1.9M |
| Dala Group, LLC | 1.68% | — | 901 | $1.9M |
| Vinva Investment Management Ltd | 0.02% | New | 889 | $1.9M |
| Bank of Nova Scotia | 0.00% | Add +31.4% | 895 | $1.9M |
| Fieldview Capital Management, LLC | 0.33% | Add +23.8% | 891 | $1.9M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -1.0% | 864 | $1.9M |
| Main Street Financial Solutions, LLC | 0.14% | Reduce -4.4% | 863 | $1.9M |
| Macquarie Group Ltd. | 0.01% | No change | 859 | $1.8M |
| Fund Advisors of America Inc | 1.69% | — | 856 | $1.8M |
| MASTERINVEST Kapitalanlage GmbH | 0.17% | Add +62.6% | 844 | $1.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -45.6% | 840 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +7.2% | 832 | $1.8M |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -19.5% | 824 | $1.8M |
| Tactive Advisors, LLC | 0.51% | Add +6.1% | 814 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.3% | 814 | $1.7M |
| Catalyst Funds Management Pty Ltd | 0.40% | No change | 800 | $1.7M |
| Intech Investment Management LLC | 0.02% | Reduce -1.4% | 798 | $1.7M |
| AlphaQuest LLC | 0.10% | Reduce -9.3% | 792 | $1.7M |
| Kentucky Retirement Systems | 0.05% | No change | 782 | $1.7M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -44.5% | 782 | $1.7M |
| RKL Wealth Management LLC | 0.14% | No change | 778 | $1.7M |
| LGT Fund Management Co Ltd. | 0.13% | No change | 767 | $1.7M |
| CIBC Asset Management Inc | 0.00% | Add +25.5% | 767 | $1.6M |
| Keybank National Association | 0.01% | Add +0.7% | 765 | $1.6M |
| Compass Ion Advisors, LLC | 0.16% | No change | 765 | $1.6M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.31% | Reduce -5.1% | 758 | $1.6M |
| Strategent Financial, LLC | 1.03% | No change | 757 | $1.6M |
| Hilltop Holdings Inc. | 0.10% | Reduce -30.3% | 745 | $1.6M |
| Amalgamated Bank | 0.01% | Reduce -1.3% | 740 | $1.6M |
| Principle Wealth Partners LLC | 0.09% | No change | 737 | $1.6M |
| Schroder Investment Management Group | 0.00% | Reduce -3.9% | 725 | $1.6M |
| Cary Street Partners Financial LLC | 0.04% | Reduce -65.3% | 726 | $1.6M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Reduce -56.9% | 725 | $1.6M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +23.4% | 717 | $1.5M |
| Ostrum Asset Management | 0.07% | Reduce -24.9% | 716 | $1.5M |
| Resonant Capital Advisors, LLC | 0.08% | Add +3.8% | 714 | $1.5M |
| Boyar Asset Management Inc. | 0.97% | Reduce -1.0% | 712 | $1.5M |
| Caprock Group, LLC | 0.03% | Add +4.6% | 710 | $1.5M |
| Praxis Investment Management Inc. | 0.09% | No change | 710 | $1.5M |
| Sterling Capital Management LLC | 0.02% | Reduce -5.6% | 708 | $1.5M |
| Fi3 FINANCIAL ADVISORS, LLC | 0.46% | Reduce -1.0% | 695 | $1.5M |
| RFG Advisory, LLC | 0.03% | No change | 694 | $1.5M |
| Summit Trail Advisors, LLC | 0.03% | Reduce -8.6% | 690 | $1.5M |
| MML Investors Services, LLC | 0.00% | Add +24.8% | 689 | $1.5M |
| Fruth Investment Management | 0.40% | No change | 684 | $1.5M |
| Sepio Capital, LP | 0.08% | Reduce -3.4% | 681 | $1.5M |
| Horst & Graben Wealth Management LLC | 0.22% | Add +0.1% | 679 | $1.5M |
| Lakewood Asset Management LLC | 0.86% | Add +1.6% | 678 | $1.5M |
| Anchyra Partners LLC | 0.45% | — | 678 | $1.5M |
| Pensionfund Sabic | 0.39% | No change | 670 | $1.4M |
| Waverly Advisors, LLC | 0.01% | No change | 661 | $1.4M |
| Simplex Trading, LLC | 0.04% | Add +1180.0% | 640 | $1.4M |
| Two Sigma Securities, LLC | 0.19% | Add +298.1% | 633 | $1.4M |
| Trust Co. of Vermont | 0.06% | Reduce -9.9% | 630 | $1.4M |
| Chevy Chase Trust Holdings, LLC | 0.00% | Add +2.6% | 623 | $1.3M |
| Compound Planning, Inc. | 0.04% | Add +1.8% | 615 | $1.3M |
| Maryland State Retirement & Pension System | 0.03% | No change | 613 | $1.3M |
| Parisi Gray Wealth Management | 0.30% | Reduce -1.1% | 612 | $1.3M |
| Gulf International Bank (UK) Ltd | 0.04% | No change | 609 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +20.4% | 608 | $1.3M |
| Tributary Capital Management, LLC | 0.13% | Reduce -12.6% | 603 | $1.3M |
| Denali Advisors LLC | 0.14% | Add +42.6% | 602 | $1.3M |
| Shelter Ins Retirement Plan | 1.39% | No change | 600 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +23.4% | 590 | $1.3M |
| Atlanta Consulting Group Advisors, LLC | 0.29% | Add +5.4% | 588 | $1.3M |
| Prudential Financial Inc. | 0.00% | Reduce -40.0% | 575 | $1.2M |
| AG2R La Mondiale Gestion D'actifs | 0.05% | Reduce -3.4% | 575 | $1.2M |
| Savant Capital, LLC | 0.01% | Add +3.1% | 563 | $1.2M |
| Rakuten Investment Management, Inc. | 0.00% | Reduce -97.8% | 536 | $1.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.14% | Add +0.6% | 545 | $1.2M |
| Vident Advisory, LLC | 0.01% | Reduce -2.9% | 539 | $1.2M |
| Principal Securities, Inc. | 0.02% | Add +4.9% | 538 | $1.2M |
| Allianz Asset Management GmbH | 0.00% | Add +8.5% | 538 | $1.2M |
| Diversify Wealth Management, LLC | 0.05% | Reduce -29.0% | 547 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +13.0% | 531 | $1.1M |
| Credit Agricole S A | 0.00% | Reduce -11.4% | 529 | $1.1M |
| Smithfield Trust Co | 0.05% | No change | 527 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +10.5% | 527 | $1.1M |
| Venturi Wealth Management, LLC | 0.05% | Add +4.0% | 523 | $1.1M |
| PenderFund Capital Management Ltd. | 0.43% | Add +0.4% | 517 | $1.1M |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -23.3% | 514 | $1.1M |
| Royal Fund Management, LLC | 0.10% | Add +165.6% | 510 | $1.1M |
| MCF Advisors LLC | 0.06% | Add +155.0% | 510 | $1.1M |
| Sage Capital Advisors,llc | 0.26% | No change | 500 | $1.1M |
| Hunting Hill Global Capital, LLC | 1.05% | Add +146.0% | 492 | $1.1M |
| Metis Global Partners, LLC | 0.02% | Reduce -30.8% | 491 | $1.1M |
| Carmel Capital Partners, LLC | 0.36% | Add +0.4% | 483 | $1.0M |
| Neuberger Berman Group LLC | 0.00% | Add +0.4% | 476 | $1.0M |
| Mgo One Seven LLC | 0.02% | Reduce -9.8% | 476 | $1.0M |
| OMERS ADMINISTRATION Corp | 0.01% | No change | 471 | $1.0M |
| WealthPlan Investment Management, LLC | 0.06% | Reduce -21.6% | 468 | $1.0M |
| Z3 Capital Partners, LLC | 0.24% | — | 464 | $997K |
| Laird Norton Wetherby Trust Company, LLC | 0.02% | New | 463 | $995K |
| Mission Wealth Management, LP | 0.02% | No change | 461 | $991K |
| Griffin Asset Management, Inc. | 0.10% | New | 450 | $967K |
| Hills Bank & Trust Co | 0.06% | Reduce -2.8% | 449 | $965K |
| CenterBook Partners LP | 0.05% | Reduce -53.1% | 446 | $959K |
| Abn Amro Investment Solutions | 0.01% | New | 442 | $950K |
| Anson Funds Management LP | 0.13% | Add +6.5% | 441 | $948K |
| Tokio Marine Asset Management Co. Ltd. | 0.03% | No change | 441 | $948K |
| Brave Asset Management Inc. | 0.22% | No change | 439 | $944K |
| North Dakota State Investment Board | 0.04% | — | 439 | $944K |
| Cibc World Markets Corp. | 0.00% | — | 439 | $944K |
| Gilbert & Cook, Inc. | 0.12% | Add +0.9% | 437 | $939K |
| QRG Capital Management, Inc. | 0.01% | Add +11.0% | 435 | $935K |
| E. Ohman J:or Asset Management AB | 0.02% | Reduce -23.2% | 430 | $924K |
| Avalon Trust Co | 0.06% | No change | 425 | $914K |
| Procyon Advisors, LLC | 0.05% | Add +14.6% | 425 | $913K |
| Lido Advisors, LLC | 0.00% | Add +1.1% | 460 | $912K |
| Fox Run Management, L.L.C. | 0.14% | New | 423 | $909K |
| Financial Security Advisor, Inc. | 0.18% | Reduce -4.8% | 421 | $905K |
| Teacher Retirement System of Texas | 0.00% | Reduce -91.8% | 418 | $899K |
| Crestmont Private Wealth LLC | 0.29% | Add +2.0% | 417 | $896K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -0.5% | 416 | $894K |
| Thompson Davis & Co., Inc. | 0.53% | Add +9.3% | 411 | $884K |
| Jump Financial, LLC | 0.01% | Add +241.2% | 406 | $873K |
| Hunter Associates Investment Management LLC | 0.12% | No change | 405 | $869K |
| Raiffeisen Bank International AG | 0.01% | Reduce -5.9% | 399 | $867K |
| HighPoint Advisor Group LLC | 0.02% | Add +6.9% | 403 | $866K |
| Calamos Wealth Management LLC | 0.03% | Add +0.5% | 402 | $864K |
| Avanza Fonder AB | 0.02% | New | 396 | $851K |
| Resurgent Financial Advisors LLC | 0.43% | Reduce -5.7% | 395 | $849K |
| Linden Thomas Advisory Services, LLC | 0.09% | Reduce -0.5% | 395 | $849K |
| Intrinsic Value Partners, LLC | 0.63% | Reduce -2.8% | 389 | $836K |
| Cwm, LLC | 0.00% | Reduce -5.4% | 385 | $828K |
| Convergence Financial, LLC | 0.12% | Reduce -0.3% | 385 | $828K |
| King Luther Capital Management Corp. | 0.00% | No change | 384 | $825K |
| Quadcap Wealth Management, LLC | 0.09% | Reduce -1.8% | 374 | $804K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -11.6% | 372 | $800K |
| Harvest Investment Services, LLC | 0.15% | No change | 369 | $793K |
| Legacy Advisors, LLC | 0.09% | Add +0.3% | 369 | $793K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +9.6% | 366 | $787K |
| Rexford Capital Inc. | 0.59% | Add +0.3% | 361 | $776K |
| Taylor Hoffman Capital Management LLC | 0.24% | Add +14.3% | 360 | $774K |
| Natixis | 0.00% | New | 360 | $774K |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.3% | 358 | $770K |
| Cross Staff Investments Inc | 0.41% | No change | 350 | $752K |
| Elm Partners Management LLC | 0.03% | Add +16.7% | 349 | $750K |
| Founders Capital Management, LLC | 0.11% | No change | 346 | $744K |
| Brevan Howard Capital Management LP | 0.02% | Reduce -57.6% | 344 | $739K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 343 | $737K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -17.9% | 340 | $731K |
| MLP3, LLC | 0.80% | — | 339 | $729K |
| Prudential PLC | 0.01% | No change | 339 | $729K |
| Ritholtz Wealth Management | 0.01% | Reduce -0.6% | 336 | $722K |
| Citizens Financial Group Inc. | 0.01% | Reduce -2.9% | 335 | $720K |
| Blue Edge Capital, LLC | 0.10% | Add +0.3% | 334 | $718K |
| Winthrop Advisory Group LLC | 0.06% | Add +3.7% | 339 | $705K |
| Kentucky Retirement Systems Insurance Trust Fund | 0.05% | No change | 328 | $705K |
| MetLife Investment Management, LLC | 0.00% | Reduce -0.3% | 328 | $705K |
| Generali Investments CEE, investicni spolecnost, a.s. | 0.05% | No change | 325 | $699K |
| Beacon Investment Advisors LLC | 0.28% | No change | 322 | $693K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -2.1% | 322 | $692K |
| Vise Technologies, Inc. | 0.01% | Add +46.6% | 321 | $690K |
| denkapparat Operations GmbH | 0.37% | Add +65.3% | 314 | $675K |
| Trust Point Inc. | 0.05% | Reduce -1.3% | 314 | $675K |
| Victrix Investment Advisors | 0.26% | Reduce -3.4% | 310 | $666K |
| TCW Group Inc. | 0.00% | New | 310 | $666K |
| Hengehold Capital Management LLC | 0.06% | Reduce -22.8% | 309 | $664K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -2.8% | 308 | $662K |
| Inlet Private Wealth, LLC | 0.15% | No change | 307 | $660K |
| Allworth Financial LP | 0.00% | Add +13.5% | 303 | $652K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +2.4% | 303 | $651K |
| STRS Ohio | 0.00% | No change | 298 | $641K |
| Squarepoint Ops LLC | 0.00% | Reduce -70.9% | 298 | $641K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.10% | Add +20.2% | 297 | $638K |
| Marks Group Wealth Management, Inc | 0.06% | Reduce -0.3% | 297 | $638K |
| Canandaigua National Trust Co of Florida | 0.39% | Add +157.0% | 293 | $630K |
| AdvisorNet Financial, Inc | 0.03% | Add +3.6% | 288 | $619K |
| FineMark National Bank & Trust | 0.02% | No change | 288 | $619K |
| Tiaa Trust, National Association | 0.00% | Add +0.7% | 288 | $619K |
| Maridea Wealth Management LLC | 0.09% | Add +12.7% | 285 | $613K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -34.6% | 284 | $611K |
| IHT Wealth Management, LLC | 0.01% | No change | 283 | $608K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.2% | 283 | $608K |
| Allen Capital Group, LLC | 0.06% | Reduce -0.7% | 281 | $604K |
| Charter Oak Capital Management, LLC | 0.05% | New | 281 | $604K |
| Madison Asset Management, LLC | 0.01% | No change | 279 | $600K |
| Intellectus Partners, LLC | 0.11% | Reduce -6.4% | 276 | $593K |
| iA Global Asset Management Inc. | 0.01% | Add +7.0% | 276 | $593K |
| Magnolia Private Wealth, LLC | 0.41% | No change | 275 | $591K |
| Leavell Investment Management, Inc. | 0.02% | No change | 272 | $585K |
| World Investment Advisors | 0.01% | New | 272 | $584K |
| NBT Bank, N.A. | 0.04% | Add +46.0% | 270 | $580K |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +9.4% | 267 | $574K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +35.5% | 267 | $574K |
| WCM Investment Management, LLC | 0.00% | Reduce -3.6% | 264 | $574K |
| Farther Finance Advisors, LLC | 0.01% | Add +72.7% | 266 | $572K |
| Roehl & Yi Investment Advisors, LLC | 0.23% | Reduce -0.4% | 262 | $563K |
| Tritonpoint Wealth, LLC | 0.06% | No change | 262 | $563K |
| Allen Investment Management, LLC | 0.01% | No change | 262 | $563K |
| Independent Advisor Alliance | 0.01% | Reduce -2.3% | 261 | $562K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | No change | 260 | $559K |
| Flagstone Financial Management | 0.14% | No change | 254 | $546K |
| NewEdge Wealth, LLC | 0.01% | Add +36.0% | 253 | $544K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -26.3% | 252 | $542K |
| Norman Fields, Gottscho Capital Management, LLC | 0.17% | No change | 250 | $537K |
| Trustmark Bank Trust Department | 0.03% | No change | 250 | $537K |
| Destination Wealth Management | 0.01% | New | 250 | $537K |
| Wealthspire Advisors, LLC | 0.00% | Add +42.0% | 250 | $537K |
| Equitable Holdings, Inc. | 0.00% | Add +27.6% | 250 | $537K |
| Qtron Investments LLC | 0.07% | No change | 249 | $535K |
| EP Wealth Advisors, LLC | 0.00% | — | 249 | $535K |
| Yousif Capital Management, LLC | 0.01% | Reduce -5.2% | 257 | $531K |
| Balefire, LLC | 0.10% | Reduce -0.8% | 246 | $529K |
| Bay Rivers Group | 0.21% | No change | 245 | $527K |
| Berkshire Asset Management LLC | 0.02% | Reduce -0.4% | 239 | $514K |
| Elgethun Capital Management | 0.09% | Reduce -4.4% | 238 | $512K |
| Dakota Wealth Management | 0.01% | Reduce -7.4% | 237 | $509K |
| Baker Tilly Wealth Management, LLC | 0.12% | Reduce -9.3% | 233 | $501K |
| Anchor Investment Management, LLC | 0.04% | No change | 232 | $499K |
| Cresset Asset Management, LLC | 0.00% | Add +7.4% | 232 | $499K |
| Parsons Capital Management Inc. | 0.03% | Add +15.5% | 231 | $497K |
| Woodline Partners LP | 0.00% | New | 231 | $497K |
| Carolina Wealth Advisors, LLC | 0.22% | No change | 230 | $494K |
| Dover Advisors, LLC | 0.19% | Reduce -2.1% | 228 | $490K |
| Vestcor Inc | 0.01% | No change | 227 | $488K |
| Greenleaf Trust | 0.00% | Add +7.6% | 227 | $488K |
| Hara Capital LLC | 0.27% | No change | 226 | $486K |
| United Capital Financial Advisors, LLC | 0.00% | Add +38.9% | 225 | $484K |
| S-Bank Fund Management Ltd | 0.06% | Reduce -20.1% | 223 | $479K |
| Tran Capital Management, L.P. | 0.06% | Reduce -97.3% | 222 | $477K |
| UniSuper Management Pty Ltd | 0.00% | No change | 220 | $473K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.15% | No change | 218 | $469K |
| Legacy Capital Wealth Partners, LLC | 0.10% | Reduce -5.2% | 218 | $469K |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -54.9% | 217 | $466K |
| Forum Financial Management, LP | 0.01% | No change | 216 | $464K |
| Gilliland Jeter Wealth Management LLC | 0.14% | No change | 212 | $456K |
| DRW Securities, LLC | 0.03% | Reduce -10.6% | 212 | $456K |
| Cascades Capital Asset Management, LLC | 0.19% | No change | 211 | $454K |
| Studio Investment Management LLC | 0.08% | Add +0.5% | 211 | $454K |
| Investor's Fiduciary Advisor Network, LLC | 0.10% | New | 208 | $447K |
| Stephens Inc. | 0.01% | Reduce -0.5% | 207 | $445K |
| Evercore Wealth Management, LLC | 0.01% | No change | 203 | $436K |
| Evolve Private Wealth, LLC | 0.03% | — | 202 | $434K |
| Motley Fool Asset Management LLC | 0.02% | Reduce -2.9% | 201 | $432K |
| Arkadios Wealth Advisors | 0.01% | Add +58.3% | 201 | $432K |
| Carnegie Lake Advisors LLC | 0.16% | No change | 200 | $430K |
| Saybrook Capital | 0.11% | No change | 200 | $430K |
| Canal Capital Management, LLC | 0.06% | No change | 200 | $430K |
| Farringdon Capital, Ltd. | 0.10% | Reduce -25.2% | 199 | $428K |
| Glenmede Trust Co. NA | 0.00% | — | 198 | $426K |
| Salomon & Ludwin, LLC | 0.04% | Reduce -2.9% | 198 | $425K |
| One Wealth Advisors, LLC | 0.05% | Reduce -8.8% | 197 | $423K |
| Heartwood Wealth Advisors LLC | 0.04% | Add +1.0% | 196 | $421K |
| Acima Private Wealth, LLC | 0.13% | Reduce -15.9% | 195 | $419K |
| Fifth Third Bancorp | 0.00% | Add +7.7% | 195 | $419K |
| Founders Grove Wealth Partners, LLC | 0.09% | Add +0.5% | 194 | $417K |
| Choate Investment Advisors | 0.01% | No change | 192 | $413K |
| Jackson Hole Capital Partners, LLC | 0.07% | No change | 190 | $408K |
| Howland Capital Management LLC | 0.02% | No change | 189 | $406K |
| Manchester Financial Inc. | 0.08% | Reduce -2.1% | 188 | $404K |
| Cadent Capital Advisors, LLC | 0.11% | Reduce -2.1% | 187 | $402K |
| Gabelli Funds LLC | 0.00% | Reduce -68.6% | 187 | $402K |
| Vontobel Holding Ltd. | 0.00% | No change | 187 | $402K |
| RMR Capital Management, LLC | 0.29% | No change | 186 | $400K |
| Mills Wealth Advisors LLC | 0.16% | Reduce -24.4% | 186 | $400K |
| Merit Financial Group, LLC | 0.00% | Add +1.7% | 184 | $396K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -22.0% | 184 | $396K |
| Traphagen Investment Advisors LLC | 0.03% | No change | 182 | $391K |
| Fidelis Capital Partners, LLC | 0.03% | Reduce -3.7% | 181 | $389K |
| Argonautica Private Wealth Management, Inc. | 0.11% | Reduce -5.8% | 180 | $387K |
| Aaron Wealth Advisors LLC | 0.02% | Add +62.7% | 179 | $385K |
| Siemens Fonds Invest GmbH | 0.02% | Reduce -44.5% | 177 | $385K |
| Aster Capital Management (DIFC) Ltd | 0.17% | Add +313.9% | 178 | $383K |
| waypoint wealth counsel | 0.14% | Reduce -1.7% | 176 | $378K |
| Hamilton Capital, LLC | 0.02% | — | 175 | $376K |
| Level Four Advisory Services, LLC | 0.01% | No change | 175 | $376K |
| Capital Asset Advisory Services LLC | 0.02% | No change | 176 | $375K |
| Capital Investment Advisors, LLC | 0.01% | New | 171 | $368K |
| Huntington National Bank | 0.00% | Reduce -1.2% | 170 | $365K |
| Isthmus Partners, LLC | 0.04% | Reduce -7.6% | 170 | $365K |
| Frank, Rimerman Advisors LLC | 0.02% | Add +2.4% | 170 | $365K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 170 | $365K |
| Evergreen Capital Management LLC | 0.01% | New | 168 | $361K |
| Advisory Services Network, LLC | 0.01% | Add +19.1% | 168 | $361K |
| MainStreet Investment Advisors LLC | 0.05% | Reduce -29.4% | 168 | $361K |
| Signaturefd, LLC | 0.01% | Add +6.5% | 165 | $355K |
| Wellington Shields & Co., LLC | 0.08% | Add +3.2% | 160 | $344K |
| Virtue Capital Management, LLC | 0.05% | No change | 160 | $341K |
| Equitable Trust Co. | 0.02% | No change | 157 | $337K |
| Advisors Capital Management, LLC | 0.00% | No change | 157 | $337K |
| Old National Bancorp | 0.01% | No change | 155 | $333K |
| Cambria Investment Management, L.P. | 0.02% | No change | 154 | $331K |
| Inspire Investing, LLC | 0.03% | Reduce -6.2% | 152 | $327K |
| JGP Wealth Management, LLC | 0.03% | No change | 152 | $327K |
| Dimension Capital Management LLC | 0.05% | No change | 150 | $322K |
| Wealth Alliance, LLC | 0.03% | Reduce -0.7% | 149 | $321K |
| MBL Wealth, LLC | 0.03% | Reduce -2.6% | 149 | $320K |
| Zhang Financial LLC | 0.01% | Add +31.9% | 149 | $320K |
| SeaBridge Investment Advisors LLC | 0.05% | New | 148 | $318K |
| Worldquant Millennium Advisors LLC | 0.00% | New | 148 | $318K |
| Twinbeech Capital LP | 0.02% | Add +29.5% | 145 | $312K |
| Conestoga Capital Advisors, LLC | 0.01% | No change | 145 | $312K |
| Regions Financial Corp. | 0.00% | Add +26.3% | 144 | $310K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 144 | $309K |
| Accretive Wealth Partners, LLC | 0.09% | No change | 143 | $307K |
| Ballast, Inc. | 0.07% | No change | 143 | $307K |
| GAMMA Investing LLC | 0.02% | Add +60.7% | 143 | $307K |
| StoneX Group Inc. | 0.01% | Add +7.5% | 143 | $307K |
| Lodestone Wealth Management LLC | 0.12% | No change | 142 | $305K |
| Wills Financial Group LLC | 0.12% | No change | 142 | $305K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -35.2% | 142 | $305K |
| Indivisible Partners | 0.03% | — | 141 | $303K |
| Gsa Capital Partners LLP | 0.03% | New | 140 | $301K |
| Northwest Quadrant Wealth Management, LLC | 0.06% | No change | 140 | $301K |
| Aprio Wealth Management, LLC | 0.02% | New | 129 | $299K |
| Baron Wealth Management LLC | 0.09% | New | 138 | $297K |
| Beacon Financial Group | 0.03% | No change | 136 | $292K |
| Fisher Asset Management | 0.00% | Reduce -33.0% | 134 | $289K |
| Murphy & Mullick Capital Management Corp | 0.20% | No change | 131 | $282K |
| Dana Investment Advisors, Inc. | 0.01% | No change | 131 | $282K |
| Journey Strategic Wealth LLC | 0.01% | Add +0.8% | 131 | $282K |
| Adkins Seale Capital Management LLC | 0.28% | — | 130 | $279K |
| Harbour Investments, Inc. | 0.01% | Add +1.6% | 130 | $279K |
| Blue Trust, Inc. | 0.00% | Reduce -5.1% | 130 | $279K |
| Astoria Portfolio Advisors LLC. | 0.06% | No change | 135 | $279K |
| Integrated Wealth Concepts LLC | 0.00% | New | 129 | $278K |
| Cathy Pareto & Associates, Inc. | 0.19% | Reduce -1.5% | 129 | $277K |
| Atticus Wealth Management, LLC | 0.07% | No change | 129 | $277K |
| First Citizens Bank & Trust Co. | 0.01% | New | 129 | $277K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -12.9% | 128 | $275K |
| Genesis Private Wealth, LLC | 0.08% | Reduce -14.8% | 127 | $273K |
| New York Life Investment Management LLC | 0.00% | Reduce -15.9% | 127 | $273K |
| GM Advisory Group, LLC | 0.01% | No change | 126 | $271K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -37.9% | 126 | $271K |
| Park Avenue Securities LLC | 0.00% | Add +5.9% | 125 | $269K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 125 | $269K |
| Checchi Capital Advisers, LLC | 0.02% | No change | 124 | $265K |
| Godshalk Welsh Capital Management, Inc. | 0.15% | Add +9.8% | 123 | $264K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +11.8% | 123 | $264K |
| Sagespring Wealth Partners, LLC | 0.00% | Reduce -11.5% | 123 | $264K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.6% | 130 | $264K |
| Bridgewater Advisors Inc. | 0.02% | New | 139 | $262K |
| Passumpsic Savings Bank | 0.14% | — | 121 | $260K |
| IFG Advisory, LLC | 0.01% | No change | 121 | $260K |
| Golden State Wealth Management, LLC | 0.03% | New | 120 | $258K |
| First Financial Bank - Trust Division | 0.02% | No change | 120 | $258K |
| Carnegie Investment Counsel | 0.00% | No change | 120 | $258K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -0.8% | 119 | $256K |
| Plan A Wealth LLC | 0.12% | Reduce -2.5% | 118 | $254K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +4.4% | 118 | $254K |
| Roberts Glore & Co. Inc. | 0.07% | No change | 118 | $254K |
| Ballentine Partners, LLC | 0.00% | Add +7.3% | 117 | $252K |
| Cigna Investments Inc. | 0.04% | Reduce -4.1% | 116 | $250K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -22.7% | 116 | $249K |
| Pettyjohn, Wood & White, Inc. | 0.04% | No change | 115 | $247K |
| Guyasuta Investment Advisors Inc. | 0.01% | No change | 115 | $247K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -26.9% | 114 | $245K |
| Quadrant Capital Group LLC | 0.01% | Add +3.7% | 113 | $243K |
| TCV Trust & Wealth Management, Inc. | 0.02% | Add +6.6% | 113 | $243K |
| Ironwood Financial, llc | 0.04% | New | 114 | $242K |
| Wedmont Private Capital | 0.01% | Reduce -8.2% | 112 | $240K |
| Diversify Advisory Services, LLC | 0.01% | Add +4.5% | 116 | $239K |
| Cassaday & Co Wealth Management LLC | 0.01% | New | 111 | $239K |
| ABLE Financial Group, LLC | 0.05% | New | 110 | $236K |
| Grandfield & Dodd, LLC | 0.01% | No change | 110 | $236K |
| PFG Investments, LLC | 0.01% | No change | 110 | $236K |
| Strive Financial Group ,LLC | 0.12% | — | 109 | $234K |
| Cypress Capital Group | 0.03% | No change | 109 | $234K |
| American Trust | 0.02% | Reduce -31.0% | 109 | $234K |
| Colonial Trust Co / SC | 0.03% | No change | 108 | $232K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -1.8% | 108 | $232K |
| Boothbay Fund Management, LLC | 0.01% | New | 108 | $232K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +0.9% | 108 | $232K |
| Panagora Asset Management Inc. | 0.00% | No change | 108 | $232K |
| Covestor Ltd | 0.12% | Add +134.8% | 108 | $232K |
| Waterloo Capital, L.P. | 0.02% | No change | 107 | $230K |
| Leonteq Securities AG | 0.01% | Add +296.3% | 107 | $230K |
| CHICAGO TRUST Co NA | 0.04% | New | 107 | $230K |
| NDVR, Inc. | 0.19% | Reduce -9.4% | 106 | $228K |
| Pallas Capital Advisors LLC | 0.01% | Add +0.9% | 106 | $228K |
| Smartleaf Asset Management LLC | 0.01% | Add +2.0% | 104 | $226K |
| Sterling Investment Counsel, LLC | 0.06% | New | 105 | $226K |
| Narwhal Capital Management | 0.02% | No change | 105 | $226K |
| Opal Wealth Advisors, LLC | 0.06% | Reduce -13.3% | 104 | $224K |
| Arax Advisory Partners | 0.01% | Reduce -58.6% | 104 | $224K |
| HBK Sorce Advisory LLC | 0.01% | New | 106 | $223K |
| OpenArc Corporate Advisory, LLC | 0.00% | — | 103 | $221K |
| Patriot Investment Management Group, Inc. | 0.01% | New | 102 | $219K |
| Hamilton Point Investment Advisors, LLC | 0.03% | New | 102 | $219K |
| IFC Advisors LLC | 0.03% | New | 102 | $219K |
| Ironwood Investment Counsel, LLC | 0.03% | New | 102 | $219K |
| Cyndeo Wealth Partners, LLC | 0.01% | New | 102 | $219K |
| Empower Advisory Group, LLC | 0.00% | Reduce -16.4% | 102 | $219K |
| Kera Capital Partners, Inc. | 0.03% | Reduce -3.6% | 107 | $218K |
| Curated Wealth Partners LLC | 0.02% | New | 101 | $217K |
| Johnson Investment Counsel Inc. | 0.00% | New | 101 | $217K |
| Two Sigma Advisers, LP | 0.00% | New | 101 | $217K |
| Plus Group Wealth Advisors LLC | 0.24% | — | 100 | $215K |
| Fairfield, Bush & Co. | 0.11% | New | 100 | $215K |
| Sprinkle Financial Consultants LLC | 0.11% | New | 100 | $215K |
| Cura Wealth Advisors, LLC | 0.08% | New | 100 | $215K |
| Oak Asset Management, LLC | 0.07% | New | 100 | $215K |
| Argyle Capital Management, LLC | 0.07% | New | 100 | $215K |
| Shoker Investment Counsel, Inc. | 0.06% | New | 100 | $215K |
| Robotti Robert | 0.04% | New | 100 | $215K |
| Versor Investments LP | 0.03% | New | 100 | $215K |
| Insigneo Advisory Services, LLC | 0.02% | New | 100 | $215K |
| Cumberland Partners Ltd | 0.01% | New | 100 | $215K |
| AE Wealth Management LLC | 0.00% | New | 99 | $213K |
| Sierra Legacy Group | 0.16% | New | 99 | $213K |
| Arbor Wealth Management LLC\AZ | 0.16% | — | 97 | $209K |
| Citadel Advisors | 0.00% | New | 97 | $209K |
| Arlington Trust Co LLC | 0.02% | Reduce -31.9% | 96 | $206K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 96 | $206K |
| TAGStone Capital, Inc. | 0.08% | No change | 107 | $205K |
| Hardin Capital Partners, LLC | 0.10% | New | 95 | $204K |
| Cary Street Partners Investment Advisory LLC | 0.06% | Add +227.6% | 95 | $204K |
| Apriem Advisors | 0.02% | Reduce -12.8% | 95 | $204K |
| Edgemoor Investment Advisors, Inc. | 0.02% | Reduce -13.6% | 95 | $204K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -10.4% | 95 | $204K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -32.6% | 95 | $204K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 94 | $202K |
| BOK Financial Private Wealth, Inc. | 0.01% | No change | 91 | $196K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +260.0% | 90 | $193K |
| Global Retirement Partners, LLC | 0.00% | Reduce -9.3% | 88 | $189K |
| Colonial Trust Advisors | 0.01% | No change | 85 | $183K |
| TCTC Holdings, LLC | 0.01% | No change | 84 | $181K |
| Sound Income Strategies, LLC | 0.01% | Add +11.7% | 86 | $177K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -26.8% | 82 | $176K |
| IFP Advisors, Inc | 0.00% | Add +16.4% | 78 | $168K |
| Evolution Advisers, Inc. | 0.07% | Add +1.3% | 77 | $166K |
| UMB Bank, n.a. | 0.00% | Reduce -28.6% | 75 | $161K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 70 | $150K |
| Penserra Capital Management LLC | 0.00% | Reduce -2.9% | 66 | $141K |
| Larson Financial Group LLC | 0.00% | Add +38.6% | 61 | $131K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.01% | No change | 60 | $129K |
| Bayforest Capital Ltd | 0.09% | Reduce -42.0% | 58 | $125K |
| Rothschild Investment LLC | 0.01% | Add +3.6% | 58 | $125K |
| Crewe Advisors LLC | 0.01% | No change | 53 | $114K |
| Osterweis Capital Management Inc. | 0.01% | No change | 53 | $114K |
| Capital Analysts, LLC | 0.00% | No change | 52 | $112K |
| SouthState Bank Corp | 0.01% | Reduce -1.9% | 52 | $112K |
| Los Angeles Capital Management LLC | 0.00% | New | 56 | $109K |
| Prestige Wealth Management Group LLC | 0.02% | No change | 50 | $107K |
| Quent Capital, LLC | 0.01% | Reduce -5.7% | 50 | $107K |
| Caitong International Asset Management Co., Ltd | 0.03% | Add +2.0% | 50 | $107K |
| Evermay Wealth Management LLC | 0.01% | No change | 49 | $105K |
| Camelot Portfolios, LLC | 0.06% | New | 45 | $97K |
| Assetmark, Inc. | 0.00% | Reduce -24.1% | 44 | $95K |
| Whittier Trust Co. | 0.00% | No change | 42 | $90K |
| Root Financial Partners, LLC | 0.00% | Add +13.9% | 41 | $88K |
| Intesa Sanpaolo Wealth Management | 0.02% | — | 40 | $86K |
| Westpac Banking Corp. | 0.01% | No change | 40 | $86K |
| Oakworth Capital, Inc. | 0.00% | No change | 40 | $86K |
| Commonwealth Retirement Investments LLC | 0.02% | New | 36 | $77K |
| Eastern Bank | 0.00% | New | 36 | $77K |
| State of Wyoming | 0.01% | Add +25.9% | 34 | $73K |
| Harvest Fund Management Co., Ltd | 0.00% | New | 34 | $73K |
| Flagship Harbor Advisors, LLC | 0.00% | Reduce -78.4% | 32 | $69K |
| Ransom Advisory, Ltd | 0.03% | Reduce -5.9% | 32 | $69K |
| Maryland Capital Advisors Inc. | 0.02% | No change | 32 | $69K |
| Compagnie Lombard Odier SCmA | 0.00% | Reduce -9.1% | 30 | $64K |
| Versant Capital Management, Inc | 0.01% | No change | 29 | $62K |
| Boyd Watterson Asset Management LLC | 0.02% | No change | 28 | $60K |
| Vestor Capital, LLC | 0.00% | Add +3003.7% | 838 | $58K |
| Delta Asset Management LLC | 0.00% | Reduce -7.1% | 26 | $56K |
| Johnson Financial Group, Inc. | 0.00% | No change | 25 | $54K |
| Dagco, Inc. | 0.01% | New | 24 | $52K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 24 | $52K |
| BNP Paribas | 0.00% | No change | 24 | $52K |
| SBI Securities Co., Ltd. | 0.00% | No change | 24 | $52K |
| City Holding Co. | 0.01% | Add +100.0% | 24 | $52K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.01% | No change | 23 | $49K |
| Sentry Investment Management LLC | 0.03% | No change | 23 | $49K |
| Toth Financial Advisory Corp. | 0.01% | No change | 22 | $47K |
| Optima Capital LLC | 0.02% | New | 21 | $45K |
| Board of the Pension Protection Fund | 0.04% | Reduce -95.7% | 20 | $43K |
| Kelleher Financial Advisors | 0.01% | No change | 20 | $43K |
| GoalVest Advisory LLC | 0.01% | No change | 20 | $43K |
| Atlas Capital Advisors Inc. | 0.00% | — | 20 | $43K |
| St Germain D J Co. Inc. | 0.00% | No change | 20 | $43K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -9.5% | 19 | $41K |
| Private Wealth Management Group, LLC | 0.01% | No change | 19 | $41K |
| Basecamp Wealth Advisors LLC | 0.01% | — | 19 | $41K |
| MidAtlantic Capital Management, Inc. | 0.02% | New | 18 | $39K |
| Deseret Mutual Benefit Administrators | 0.02% | No change | 18 | $39K |
| Lavaca Capital LLC | 0.01% | No change | 18 | $39K |
| Spire Wealth Management | 0.00% | No change | 18 | $39K |
| JFS Wealth Advisors, LLC | 0.00% | Add +21.4% | 17 | $37K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +183.3% | 17 | $37K |
| SIMA Wealth Partners, LLC | 0.03% | No change | 16 | $34K |
| Chilton Capital Management LLC | 0.00% | No change | 16 | $34K |
| Pin Oak Investment Advisors Inc. | 0.02% | No change | 16 | $34K |
| Parkside Financial Bank & Trust | 0.00% | Add +25.0% | 15 | $32K |
| Measured Wealth Private Client Group, LLC | 0.01% | No change | 15 | $32K |
| V-Square Quantitative Management LLC | 0.00% | New | 15 | $32K |
| Basepoint Wealth LLC | 0.02% | New | 15 | $32K |
| Lanark Financial, Inc. | 0.00% | Reduce -6.3% | 15 | $32K |
| Essential Partners LLC | 0.01% | No change | 14 | $30K |
| Walleye Capital LLC | 0.00% | New | 14 | $30K |
| Anfield Capital Management, LLC | 0.01% | No change | 13 | $28K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 13 | $28K |
| Sittner & Nelson, LLC | 0.01% | No change | 13 | $27K |
| Reflection Asset Management | 0.02% | — | 12 | $26K |
| Barrett & Company, Inc. | 0.01% | No change | 12 | $26K |
| CVA Family Office, LLC | 0.00% | No change | 12 | $26K |
| Adirondack Trust Co. | 0.01% | Reduce -55.6% | 12 | $26K |
| Valley National Advisers Inc. | 0.00% | New | 12 | $25K |
| True Wealth Design, LLC | 0.01% | No change | 11 | $24K |
| MV Capital Management, Inc. | 0.00% | Add +83.3% | 11 | $24K |
| Asset Dedication, LLC | 0.00% | No change | 11 | $24K |
| Bruce G. Allen Investments, LLC | 0.02% | No change | 11 | $24K |
| Gables Capital Management Inc. | 0.01% | No change | 11 | $24K |
| MTM Investment Management, LLC | 0.01% | No change | 11 | $24K |
| Zions Bancorporation, National Association | 0.00% | Add +450.0% | 11 | $24K |
| Bogart Wealth, LLC | 0.00% | Add +10.0% | 11 | $24K |
| Global Trust Asset Management, LLC | 0.01% | No change | 10 | $21K |
| Hilltop National Bank | 0.01% | New | 10 | $21K |
| Private Trust Co. NA | 0.00% | Reduce -68.8% | 10 | $21K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 10 | $21K |
| Fideuram Asset Management (Ireland) dac | 0.00% | — | 12 | $20K |
| Positano Wealth Management Ltd | 0.02% | — | 9 | $19K |
| 2UniFi Bank | 0.01% | No change | 9 | $19K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +12.5% | 9 | $19K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 9 | $19K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 8 | $17K |
| Miller Global Investments, LLC | 0.02% | — | 8 | $17K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 7 | $15K |
| Legacy Bridge, LLC | 0.01% | No change | 7 | $15K |
| Truvestments Capital LLC | 0.00% | No change | 7 | $15K |
| Creative Financial Designs Inc. | 0.00% | No change | 7 | $15K |
| Entrust Financial LLC | 0.01% | — | 6 | $13K |
| Torren Management, LLC | 0.01% | — | 6 | $13K |
| Clearstead Trust, LLC | 0.00% | Reduce -57.1% | 6 | $13K |
| Silicon Valley Capital Partners | 0.00% | No change | 6 | $13K |
| GW&K Investment Management, LLC | 0.00% | No change | 5 | $11K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 5 | $11K |
| Boreal Capital Management LLC | 0.01% | No change | 5 | $11K |
| Creative Capital Management Investments LLC | 0.00% | New | 5 | $11K |
| SRH Advisors, LLC | 0.00% | No change | 5 | $11K |
| Fortitude Family Office, LLC | 0.00% | No change | 5 | $11K |
| Swiss Re Ltd. | 0.00% | — | 5 | $11K |
| Aviso Financial Inc. | 0.00% | No change | 5 | $11K |
| LGT Financial Advisors LLC | 0.05% | No change | 4 | $9K |
| High Point Wealth Management, LLC | 0.01% | — | 4 | $9K |
| Bell Investment Advisors, Inc | 0.00% | No change | 4 | $9K |
| Evelyn Partners Investment Management Services Ltd | 0.00% | No change | 4 | $9K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 4 | $9K |
| Sunrise Financial Services, LLC | 0.00% | — | 3 | $6K |
| Innovative Advisory Group, LLC | 0.00% | No change | 3 | $6K |
| Vision Retirement, LLC | 0.00% | — | 3 | $6K |
| Quarry LP | 0.00% | New | 3 | $6K |
| Proffitt & Goodson Inc. | 0.00% | No change | 3 | $6K |
| Manchester Capital Management LLC | 0.00% | Reduce -91.4% | 3 | $6K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 3 | $6K |
| TD Capital Management LLC | 0.00% | No change | 3 | $6K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 3 | $6K |
| Strategic Advocates LLC | 0.00% | No change | 2 | $4K |
| Sachetta, LLC | 0.00% | No change | 2 | $4K |
| SJS Investment Consulting Inc. | 0.00% | Add +100.0% | 2 | $4K |
| Fairscale Capital, LLC | 0.00% | No change | 2 | $4K |
| IMG Wealth Management, Inc. | 0.00% | No change | 2 | $4K |
| Cromwell Holdings LLC | 0.00% | No change | 2 | $4K |
| Red Tortoise LLC | 0.00% | No change | 2 | $4K |
| Bellevue Asset Management, LLC | 0.00% | No change | 2 | $4K |
| Archer Investment Corp | 0.00% | No change | 2 | $4K |
| Evelyn Partners Asset Management Ltd | 0.00% | Reduce -60.0% | 2 | $4K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 2 | $4K |
| CoreCap Advisors, LLC | 0.00% | New | 2 | $4K |
| 1015 Capital Partners, LLC | 0.00% | — | 1 | $2K |
| Cornerstone Financial Management LLC | 0.00% | — | 1 | $2K |
| Winnacle Wealth LLC | 0.00% | No change | 1 | $2K |
| Battery Global Advisors, LLC | 0.00% | New | 1 | $2K |
| Aspect Partners, LLC | 0.00% | No change | 1 | $2K |
| Estate Planners Group, LLC | 0.00% | — | 1 | $2K |
| Rialto Wealth Management, LLC | 0.00% | No change | 1 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 1 | $2K |
| Independence Bank of Kentucky | 0.00% | New | 1 | $2K |
| Nemes Rush Group LLC | 0.00% | New | 1 | $2K |
| North Star Investment Management Corp. | 0.00% | New | 1 | $2K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1 | $2K |
| Federated Hermes, Inc. | 0.00% | No change | 1 | $2K |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $2K |
"% of holder's portfolio" is MKL's weight in each manager's 13F, not the share of Markel Group Inc. the manager owns.