Markel GroupMKL

13F holders, Q1 2026 (March 31)
929holders +6
92new positions
86sold out
11famous investors
$1913.41avg. 13F price*

At the end of Q1 2026, 929 institutions reported holding Markel Group Inc. (MKL) in their 13F filings, up 6 from Q4 2025. 92 opened new positions and 86 sold out. The largest holders were BlackRock, Inc. ($1.4B), Vanguard Capital Management LLC ($1.0B) and Vanguard Portfolio Management LLC ($1.0B). 11 famous investors held it, including Francois Rochon (3.0% 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

02004006008001,000 Q1 2024: 744Q1 2024Q2 2024: 811Q2 2024Q3 2024: 793Q3 2024Q4 2024: 832Q4 2024Q1 2025: 853Q1 2025Q2 2025: 854Q2 2025Q3 2025: 855Q3 2025Q4 2025: 923Q4 2025Q1 2026: 929Q1 2026Q2 2026: 930Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions92$144.5M
Exits86$52.5M

All 13F filers, Q4 2025 → Q1 2026: 426,541 shares bought and 484,848 shares sold, net −58,307 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 929 holders

BlackRock, Inc. 0.02% Reduce -0.1% 710,606 $1.4B
Vanguard Capital Management LLC 0.03% — 544,507 $1.0B
Vanguard Portfolio Management LLC 0.05% — 524,201 $1.0B
Principal Financial Group Inc. 0.41% Reduce -24.6% 401,876 $769.3M
Davis Selected Advisers 3.37% Reduce -7.6% 383,433 $734.0M
Select Equity Group, L.P. 3.85% Reduce -11.7% 377,643 $722.8M
Morgan Stanley 0.04% Reduce -8.9% 357,087 $683.5M
State Street Corp. 0.02% Add +0.7% 306,990 $587.6M
Boston Partners 0.50% Reduce -4.3% 250,972 $480.4M
Van Lanschot Kempen Investment Management N.V. 3.80% Add +10.4% 226,148 $432.9M
Geode Capital Management, LLC 0.03% Reduce -1.4% 221,693 $423.1M
DAVENPORT & Co LLC 2.19% Reduce -1.4% 207,172 $395.5M
Baillie Gifford & Co. 0.34% Reduce -7.1% 175,068 $335.1M
T. Rowe Price Investment Management, Inc. 0.20% Add +0.2% 155,383 $297.4M
Dimensional Fund Advisors LP 0.05% Add +4.9% 136,985 $262.2M
Bank of America Corp. 0.02% Reduce -7.6% 136,084 $260.5M
Wellington Management Group LLP 0.04% Reduce -4.7% 106,673 $204.2M
Bank Julius Baer & Co. Ltd, Zurich 0.56% Reduce -0.6% 97,383 $185.6M
Madison Avenue Partners, LP 7.32% No change 87,889 $168.2M
Fenimore Asset Management Inc 3.70% Reduce -1.9% 86,606 $165.8M
Northern Trust Corp. 0.02% Add +1.2% 85,656 $164.0M
Douglass Winthrop Advisors, LLC 2.82% Reduce -1.8% 80,498 $154.1M
Polar Capital Holdings Plc 0.67% Add +3.9% 80,000 $153.1M
Fort Washington Investment Advisors Inc. 0.84% Add +0.1% 79,800 $152.7M
Vanguard Fiduciary Trust Co. 0.04% — 77,976 $149.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +0.2% 77,785 $148.9M
Barr E S & Co. 8.60% Reduce -1.0% 77,222 $147.8M
Check Capital Management Inc. 9.07% Reduce -0.6% 76,886 $147.2M
JANA Partners Management, LP 8.64% Reduce -7.3% 75,307 $144.1M
Qube Research & Technologies Ltd 0.20% Add +284.9% 71,709 $137.3M
Jennison Associates LLC 0.09% Reduce -2.4% 71,444 $136.7M
Legal & General Group Plc 0.03% Add +2.5% 70,695 $135.3M
Davis Asset Management, L.P. 3.91% Add +41.3% 70,631 $135.2M
Charles Schwab Investment Management Inc. 0.02% Add +4.7% 70,574 $135.1M
Raymond James Financial Inc. 0.04% Add +0.3% 67,890 $129.9M
HighTower Advisors, LLC 0.13% Reduce -4.6% 62,653 $119.9M
Scharf Investments, LLC 3.61% Reduce -11.7% 61,142 $117.1M
Wells Fargo & Company 0.02% Add +1.7% 59,123 $113.2M
Epoch Investment Partners, Inc. 0.68% Reduce -17.3% 58,290 $111.6M
Graham Holdings Co Master Retirement Trust 15.72% No change 58,008 $111.0M
Graham Holdings Co 10.97% No change 55,430 $106.1M
Marshall Wace, LLP 0.11% Add +183.7% 53,900 $103.2M
UBS Group AG 0.02% Add +66.4% 52,739 $100.9M
Goldman Sachs Group Inc. 0.01% Add +4.0% 49,258 $94.3M
TD Asset Management Inc 0.08% Reduce -12.5% 49,086 $94.0M
Avenir Corp. 10.69% Reduce -1.2% 45,832 $87.7M
Giverny Capital 3.01% Reduce -2.4% 42,944 $82.2M
Steginsky Capital LLC 13.56% Add +4.6% 42,864 $82.0M
Royal Bank of Canada 0.02% Add +1.6% 42,729 $81.8M
Quilter Plc 1.30% Add +6.5% 38,670 $74.0M
Envestnet Asset Management Inc. 0.02% Reduce -9.6% 37,673 $72.1M
Swiss National Bank 0.04% Add +6.7% 37,000 $70.8M
Bank of New York Mellon Corp 0.01% Reduce -6.6% 36,490 $69.8M
Thompson Siegel & Walmsley LLC 1.18% Reduce -1.2% 34,941 $66.9M
Jane Street Group, LLC 0.07% Add +89.5% 34,881 $66.8M
Renaissance Technologies 0.10% Add +33.0% 34,621 $66.3M
Anchor Capital Advisors LLC 1.77% Reduce -1.5% 32,435 $62.1M
California Public Employees Retirement System 0.04% Reduce -7.7% 30,920 $59.2M
Caisse de depot et placement du Quebec 0.09% Add +89.9% 29,693 $56.8M
HSBC Holdings PLC 0.03% Add +54.7% 28,697 $54.9M
Sather Financial Group Inc 3.24% Add +0.2% 27,537 $52.7M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -5.1% 27,526 $52.7M
Amundi 0.01% Add +2.0% 26,716 $51.1M
DF Dent & Co. Inc. 0.97% Reduce -22.7% 26,536 $50.8M
Deutsche Bank AG 0.02% Reduce -13.5% 26,079 $49.9M
Capco Asset Management, LLC 13.49% Reduce -1.0% 25,839 $49.5M
Captrust Financial Advisors 0.09% Add +4.1% 25,753 $49.3M
Greenbrier Partners Capital Management, LLC 3.78% Reduce -3.6% 25,616 $49.0M
Marathon Asset Management Ltd 1.83% Add +8.3% 24,901 $47.7M
Invesco Ltd. 0.00% Add +20.9% 23,156 $44.3M
Greenlea Lane Capital Management, LLC 12.54% Reduce -1.5% 22,555 $43.2M
Cooke & Bieler LP 0.47% Reduce -32.3% 21,707 $41.5M
VANGUARD ASSET MANAGEMENT, Ltd 0.03% — 20,939 $40.1M
Broad Run Investment Management, LLC 6.98% Add +0.9% 20,709 $39.6M
National Pension Service 0.03% Add +3.1% 20,627 $39.5M
Country Trust Bank 0.75% Add +1.4% 20,561 $39.4M
Lafayette Investments, Inc. 7.71% Reduce -2.4% 19,901 $38.1M
Russell Investments Group, Ltd. 0.04% Reduce -4.6% 19,781 $37.8M
Beck Mack & Oliver LLC 0.77% Reduce -9.2% 19,611 $37.5M
Mraz, Amerine & Associates, Inc. 5.40% Add +1.1% 19,137 $36.6M
Lincoln Capital LLC 6.59% Add +4.5% 18,181 $34.8M
Mitsubishi UFJ Trust & Banking Corp 0.09% Reduce -17.1% 18,133 $34.7M
California State Teachers Retirement System 0.04% Reduce -0.7% 18,099 $34.6M
Nuveen, LLC 0.01% Add +0.5% 18,014 $34.5M
Pinnacle Associates Ltd. 0.44% Reduce -1.6% 17,948 $34.4M
JPMorgan Chase & Co. 0.00% Add +19.6% 17,773 $33.5M
Oslo Pensjonsforsikring AS 5.04% — 16,910 $32.4M
Franklin Resources Inc. 0.01% Add +50.1% 16,181 $31.0M
Citadel Investment Advisory, Inc. 13.94% Reduce -2.4% 15,242 $29.2M
Millennium Management 0.02% Add +23.9% 15,059 $28.8M
Tidal Investments LLC 0.09% Reduce -2.3% 14,983 $28.7M
Rhumbline Advisers 0.02% Reduce -2.5% 14,975 $28.7M
Global Frontier Investments LLC 3.74% New 14,300 $27.4M
Barclays PLC 0.01% Reduce -11.3% 14,185 $27.2M
Korea Investment CORP 0.06% Add +54.3% 13,982 $26.8M
Poehling Capital Management, INC. 5.41% Add +1.6% 13,433 $25.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.02% Add +4.8% 13,085 $25.0M
AQR Capital Management 0.01% Reduce -16.1% 13,094 $24.8M
American Century Companies Inc. 0.01% Reduce -32.5% 12,386 $23.7M
First Trust Advisors LP 0.02% Reduce -48.3% 12,131 $23.2M
T. Rowe Price Associates Inc. 0.00% Add +10.8% 11,755 $22.5M
FMR LLC 0.00% Reduce -4.7% 11,754 $22.5M
Danske Bank A/S 0.05% Reduce -4.3% 11,729 $22.5M
Arrowstreet Capital, Limited Partnership 0.01% Add +406.2% 11,475 $22.0M
Janus Henderson Group PLC 0.01% Reduce -23.4% 11,417 $21.8M
PYA Waltman Capital, LLC 6.05% Add +2.2% 11,398 $21.8M
State Board of Administration of Florida Retirement System 0.04% Reduce -7.7% 11,298 $21.6M
Banyan Capital Management, Inc. 9.12% Reduce -2.1% 11,053 $21.2M
Aviva PLC 0.03% Add +2.9% 10,438 $20.0M
Swedbank AB 0.02% Reduce -6.5% 10,103 $19.3M
Stansberry Asset Management, LLC 1.91% Reduce -23.9% 9,515 $18.2M
APG Asset Management N.V. 0.06% Reduce -5.7% 10,857 $18.0M
Illinois Municipal Retirement Fund 0.23% Reduce -7.6% 9,409 $18.0M
Rockbridge Asset Management LLC 12.12% Add +4.4% 9,389 $18.0M
Smith Salley Wealth Management 0.88% Add +0.8% 9,172 $17.6M
Gotham Asset Management 0.05% Add +48.3% 9,171 $17.6M
Susquehanna International Group, LLP 0.02% Add +0.0% 9,067 $17.4M
LPL Financial LLC 0.00% Add +3.7% 8,993 $17.2M
Brown Advisory Inc. 0.03% Add +3.1% 8,913 $17.1M
Point72 Asset Management 0.03% New 8,448 $16.2M
Focus Partners Wealth 0.02% Reduce -0.2% 8,262 $15.8M
Hutchinson Capital Management 2.87% Reduce -0.9% 8,150 $15.6M
Kirr Marbach & Co. LLC 2.83% Add +0.1% 8,118 $15.5M
Seneca House Advisors 6.13% Add +5.3% 8,054 $15.4M
Squarepoint Ops LLC 0.03% Add +2590.3% 8,017 $15.3M
Evelyn Partners Investment Management LLP 0.40% Add +1.6% 7,772 $14.9M
Martingale Asset Management L P 0.37% Reduce -3.5% 7,674 $14.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.03% Reduce -1.6% 7,523 $14.3M
Blair William & Co. 0.04% Reduce -5.1% 7,312 $14.0M
Heritage Wealth Advisors 0.54% Reduce -8.7% 7,272 $13.9M
Creative Planning 0.01% Add +2.6% 7,133 $13.7M
ExodusPoint Capital Management, LP 0.14% Add +164.0% 7,112 $13.6M
State of Wisconsin Investment Board 0.03% Add +3.9% 7,080 $13.6M
Royal London Asset Management Ltd. 0.03% No change 7,065 $13.5M
Lathrop Investment Management Co. 2.52% Reduce -2.0% 7,049 $13.5M
Luma Capital S.A. - SPF 12.95% No change 7,032 $13.5M
Cheviot Value Management, LLC 1.34% Add +1.7% 6,955 $13.3M
Victory Capital Management Inc. 0.01% Add +10.5% 6,908 $13.2M
Solidarity Wealth, LLC 2.51% Add +11.2% 6,833 $13.1M
Needham Investment Management LLC 0.66% Add +7.6% 6,700 $12.8M
Regency Capital Management Inc.\DE 5.71% Reduce -0.9% 6,667 $12.8M
New York State Common Retirement Fund 0.02% No change 6,555 $12.5M
Sei Investments Co. 0.01% Reduce -0.1% 6,365 $12.2M
Citigroup Inc. 0.01% Reduce -3.9% 6,329 $12.1M
Vanguard Investments Australia, Ltd. 0.03% — 6,283 $12.0M
Frontier Capital Management Co. LLC 0.12% Add +12.6% 6,271 $12.0M
Vanguard Global Advisers, LLC 0.01% — 6,238 $11.9M
Live Oak Private Wealth LLC 1.65% Reduce -0.9% 6,167 $11.8M
Pictet Asset Management Holding SA 0.01% Add +7.9% 6,151 $11.8M
Aberdeen Group plc 0.02% Add +5.3% 6,049 $11.6M
Cibc World Market Inc. 0.02% Add +9.9% 6,040 $11.6M
SG Americas Securities, LLC 0.01% Add +53.7% 6,009 $11.5M
Jones Financial Companies LLLP 0.01% Add +885.9% 5,994 $11.2M
Alliancebernstein L.P. 0.00% Reduce -5.3% 5,110 $11.0M
PNC Financial Services Group, Inc. 0.01% Add +4.7% 5,732 $11.0M
BNP Paribas Financial Markets 0.01% Add +19.7% 5,726 $11.0M
Canerector Inc. 5.11% No change 5,635 $10.8M
Fuller & Thaler Asset Management, Inc. 0.04% Reduce -3.9% 5,615 $10.7M
Man Group plc 0.02% Add +71.0% 5,567 $10.7M
First National Bank of Omaha 0.33% Reduce -12.4% 5,521 $10.6M
Berkeley, Inc 3.49% Add +4.4% 5,430 $10.4M
Tredje AP-fonden 0.06% Add +344.9% 5,365 $10.3M
Assenagon Asset Management S.A. 0.02% Add +61.8% 5,344 $10.2M
Treasurer of the State of North Carolina 0.03% Add +2.2% 5,334 $10.2M
Cerity Partners LLC 0.01% Add +12.2% 5,057 $9.7M
Gardner Russo & Quinn 0.11% Reduce -21.1% 4,954 $9.5M
Mn Services Vermogensbeheer B.V. 0.06% No change 4,898 $9.4M
PensionDanmark Pensionsforsikringsaktieselskab 0.09% Add +5.1% 4,883 $9.3M
Storebrand Asset Management As 0.03% Reduce -0.4% 4,790 $9.2M
Asset Management One Co., Ltd. 0.03% Reduce -3.9% 4,777 $9.1M
Chapman Investment Management, LLC 7.52% Reduce -0.5% 4,760 $9.1M
Ameriprise Financial Inc. 0.00% Add +3.2% 4,725 $9.0M
KLP Kapitalforvaltning As 0.03% No change 4,630 $8.9M
Janney Montgomery Scott LLC 0.02% Add +2.8% 4,628 $8.9M
Prana Capital Management, LP 0.27% New 4,615 $8.8M
Citadel Advisors 0.01% Add +4613.4% 4,572 $8.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Add +67.9% 4,512 $8.6M
Stifel Financial Corp. 0.01% Reduce -8.1% 4,437 $8.5M
Redmond Asset Management, LLC 2.29% Reduce -2.7% 4,387 $8.4M
Quantinno Capital Management LP 0.01% Add +48.5% 4,341 $8.3M
Resona Asset Management Co.,Ltd. 0.04% Add +3.0% 4,315 $8.2M
Clear Harbor Asset Management, LLC 0.57% Add +3.8% 4,302 $8.2M
Donaldson Capital Management, LLC 0.26% New 4,227 $8.1M
Nomura Asset Management Co. Ltd. 0.02% Add +5.6% 4,226 $8.1M
Riverview Capital Advisers, LLC 2.68% Add +0.5% 4,196 $8.0M
State of New Jersey Common Pension Fund D 0.03% No change 4,121 $7.9M
Marex Group Ltd 0.08% Reduce -0.0% 4,012 $7.7M
Lighthouse Investment Partners, LLC 0.29% New 4,004 $7.7M
Pathstone Holdings, LLC 0.03% Add +1.9% 3,969 $7.6M
Culbertson A N & Co. Inc. 0.98% Add +31.2% 3,952 $7.6M
Lansforsakringar Fondforvaltning AB (publ) 0.04% Reduce -0.9% 3,950 $7.6M
Hennessy Advisors Inc. 0.27% Reduce -2.5% 3,900 $7.5M
Public Employees Retirement System of Ohio 0.02% Reduce -2.4% 3,877 $7.4M
D. E. Shaw & Co. 0.01% Add +1.9% 3,753 $7.2M
Greenline Partners, LLC 0.77% No change 3,728 $7.1M
Evergreen Wealth Management, LLC 3.68% Add +3.1% 3,728 $7.1M
CANADA LIFE ASSURANCE Co 0.01% Add +1.2% 3,705 $7.1M
Balyasny Asset Management L.P. 0.01% New 3,683 $7.0M
Tran Capital Management, L.P. 0.96% Add +1553.2% 3,670 $7.0M
Seizert Capital Partners, LLC 0.32% Reduce -9.4% 3,641 $7.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Reduce -4.9% 3,610 $6.9M
Hi-Line Capital Management, LLC 2.17% Reduce -9.0% 3,607 $6.9M
Handelsbanken Fonder AB 0.02% Add +12.0% 3,605 $6.9M
GHP Investment Advisors, Inc. 0.28% Add +3.6% 3,589 $6.9M
Vantage Investment Partners, LLC 0.47% Add +1.1% 3,564 $6.8M
Hudson Value Partners, LLC 2.04% Add +1.3% 3,562 $6.8M
Buttonwood Financial Advisors Inc. 2.28% Add +0.6% 3,558 $6.8M
Gateway Investment Advisers LLC 0.08% Add +0.2% 3,548 $6.8M
National Bank of Canada 0.01% Add +3.5% 3,545 $6.8M
MAI Capital Management 0.04% Reduce -1.8% 3,466 $6.6M
Alpha Omega Wealth Management LLC 1.07% Add +3.0% 3,445 $6.6M
Arizona State Retirement System 0.04% Reduce -1.1% 3,432 $6.6M
First Manhattan Co. Llc. 0.02% Reduce -45.8% 3,394 $6.5M
Corient Private Wealth LP 0.01% Add +0.7% 3,630 $6.5M
NWF Advisory Services Inc. 0.73% Add +2.9% 3,366 $6.4M
Motley Fool Wealth Management, LLC 0.72% Reduce -29.5% 3,346 $6.4M
Lowe Brockenbrough & Co. Inc. 0.32% Reduce -4.8% 3,344 $6.4M
GAM Holding AG 0.56% Reduce -40.9% 3,304 $6.3M
Roundview Capital LLC 0.38% Add +0.2% 3,156 $6.0M
Rockefeller Capital Management L.P. 0.01% Add +100.6% 3,144 $6.0M
BCV Asset Management Inc. 0.21% Add +2.1% 3,142 $6.0M
Northstar Group, Inc. 0.87% Add +7.6% 3,100 $5.9M
OP Asset Management Ltd 0.06% Reduce -2.6% 3,092 $5.9M
Sprucegrove Investment Management Ltd. 0.95% Reduce -19.1% 3,088 $5.9M
Wedge Capital Management L L P 0.11% Reduce -28.3% 3,081 $5.9M
Osaic Holdings, Inc. 0.01% Reduce -9.3% 3,077 $5.9M
O'shaughnessy Asset Management, LLC 0.03% Add +7.8% 3,076 $5.9M
Steward Partners Investment Advisory, LLC 0.03% Add +5.2% 3,057 $5.9M
Chemistry Wealth Management LLC 1.01% Add +1.5% 3,004 $5.7M
Canada Pension Plan Investment Board 0.00% Add +197.0% 3,000 $5.7M
Parallel Advisors, LLC 0.10% Add +1.1% 2,965 $5.7M
Bank of Montreal 0.00% Add +2.0% 2,936 $5.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +0.9% 2,927 $5.6M
Cetera Investment Advisers 0.01% Add +6.4% 2,927 $5.6M
GoodHaven Capital Management, LLC 2.00% Add +0.8% 2,922 $5.6M
Montag A & Associates Inc. 0.26% Reduce -6.5% 2,876 $5.5M
&partners 0.03% Reduce -0.5% 2,866 $5.4M
DNB Asset Management AS 0.02% Add +0.1% 2,814 $5.4M
Adalta Capital Management LLC 2.54% Add +1.6% 2,775 $5.3M
Mackenzie Financial Corp. 0.01% Add +2.7% 2,771 $5.3M
SEB Asset Management AB 0.02% — 2,711 $5.2M
BI Asset Management Fondsmaeglerselskab A/S 0.05% Add +264.8% 2,645 $5.1M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -38.9% 2,664 $5.1M
Ervin Investment Management, LLC 2.95% Add +1.7% 2,635 $5.0M
Rathbones Group PLC 0.02% Add +67.4% 2,616 $5.0M
Baxter Bros Inc. 0.62% Add +3.0% 2,613 $5.0M
Jain Global LLC 0.07% New 2,592 $5.0M
Inkwell Capital LLC 5.02% Reduce -1.3% 2,571 $4.9M
Oak Thistle LLC 0.48% New 2,568 $4.9M
Truist Financial Corp. 0.01% Reduce -40.7% 2,563 $4.9M
Florida Trust Wealth Management Co 0.14% Reduce -2.1% 2,537 $4.9M
IFM Investors Pty Ltd 0.04% New 2,525 $4.8M
Southeast Asset Advisors, LLC 0.53% Reduce -2.0% 2,520 $4.8M
Schonfeld Strategic Advisors LLC 0.04% New 2,475 $4.7M
Neville Rodie & Shaw Inc. 0.34% Reduce -1.8% 2,438 $4.7M
US Bancorp \de 0.01% Reduce -1.0% 2,308 $4.4M
Acadian Asset Management LLC 0.01% Add +2.5% 2,299 $4.4M
Beacon Pointe Advisors, LLC 0.02% Add +219.5% 2,291 $4.4M
Systematic Financial Management LP 0.10% Reduce -2.8% 2,274 $4.4M
USS Investment Management Ltd 0.02% Add +11.6% 2,248 $4.3M
Watchman Group, Inc. 1.02% Reduce -2.9% 2,213 $4.2M
Sanctuary Advisors, LLC 0.02% Reduce -8.8% 2,204 $4.2M
Ensign Peak Advisors, Inc 0.01% Add +0.2% 2,159 $4.1M
Cannell & Spears LLC 0.08% Add +1.1% 2,148 $4.1M
Horizon Kinetics Asset Management LLC 0.04% No change 2,102 $4.0M
Dark Forest Capital Management LP 0.35% Reduce -4.2% 2,087 $4.0M
KBC Group NV 0.01% Add +5.3% 2,084 $4.0M
East Coast Asset Management, LLC. 1.30% Reduce -1.4% 2,067 $4.0M
Centaurus Financial, Inc. 0.19% Reduce -2.3% 2,061 $3.9M
Bridgewater Associates 0.02% Add +1.8% 2,053 $3.9M
Bradyco, Inc. 3.02% Add +0.7% 2,036 $3.9M
Utah Retirement Systems 0.04% Reduce -1.6% 2,023 $3.9M
Canal Insurance CO 0.82% No change 2,000 $3.8M
State of Alaska, Department of Revenue 0.04% No change 2,000 $3.8M
Commerce Bank 0.02% Add +25.0% 1,993 $3.8M
Womack Financial LLC 2.78% Reduce -1.3% 1,974 $3.8M
Curi Capital, LLC 0.07% Reduce -8.0% 1,959 $3.7M
Edgestream Partners, L.P. 0.12% New 1,952 $3.7M
Salem Investment Counselors Inc. 0.11% No change 1,946 $3.7M
Ridgewood Investments LLC 1.52% — 1,938 $3.7M
Commonwealth Equity Services, LLC 0.01% Reduce -48.1% 1,921 $3.7M
Police & Firemen's Retirement System of New Jersey 0.03% Add +0.5% 1,920 $3.7M
Texas Yale Capital Corp. 0.10% Add +1.6% 1,918 $3.7M
Xponance LLC 0.03% Add +15.9% 1,914 $3.7M
English Capital Management LLC 2.13% No change 1,891 $3.6M
Leuthold Group, LLC 0.38% Reduce -0.3% 1,885 $3.6M
Mediolanum International Funds Ltd 0.04% Add +17.0% 1,906 $3.6M
Harbor Investment Advisory, LLC 0.28% Add +2.4% 1,859 $3.6M
Toronto Dominion Bank 0.01% Reduce -8.3% 1,848 $3.5M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -3.4% 1,840 $3.5M
Fiduciary Group, LLC 0.30% No change 1,839 $3.5M
Alta Capital Management LLC/ 0.27% Reduce -2.4% 1,839 $3.5M
Mariner, LLC 0.00% Reduce -29.4% 1,833 $3.5M
Clearstead Advisors, LLC 0.03% Reduce -3.5% 1,793 $3.4M
Waverly Advisors, LLC 0.03% Add +168.1% 1,772 $3.4M
D.A. Davidson & Co. 0.02% Add +3.2% 1,762 $3.4M
Virginia Wealth Management Group, Inc. 1.80% Add +9.2% 1,758 $3.4M
DekaBank Deutsche Girozentrale 0.01% No change 1,741 $3.3M
Davidson Kahn Capital Management, LLC 1.78% Add +4.3% 1,748 $3.3M
Teacher Retirement System of Texas 0.01% Add +317.2% 1,744 $3.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -22.5% 1,738 $3.3M
Wealthfront Advisers LLC 0.01% Add +88.0% 1,731 $3.3M
Henshaw Capital LLC 0.12% Reduce -16.6% 1,720 $3.3M
Freedom Day Solutions, LLC 0.88% Reduce -0.5% 1,708 $3.3M
Mercer Global Advisors Inc. 0.00% Reduce -4.1% 1,693 $3.2M
Quadrature Capital Ltd 0.04% New 1,651 $3.2M
Candriam S.C.A. 0.02% Add +31.5% 1,642 $3.1M
Nissay Asset Management Corp. /Japan 0.02% Reduce -0.1% 1,634 $3.1M
Pavion Blue Capital, LLC 1.34% Add +1.5% 1,615 $3.1M
Atria Investments, Inc 0.03% Reduce -0.7% 1,601 $3.1M
Glenview Trust Co 0.05% Add +0.9% 1,599 $3.1M
HB Wealth Management, LLC 0.02% Reduce -6.6% 1,590 $3.0M
Ethic Inc. 0.05% Add +2.2% 1,590 $3.0M
Front Street Capital Management, Inc. 0.40% Add +4.6% 1,582 $3.0M
Ashton Thomas Securities, LLC 0.38% Reduce -5.8% 1,571 $3.0M
Intrepid Capital Management Inc. 1.41% Add +4.5% 1,561 $3.0M
Fifth Third Bancorp 0.01% Add +690.8% 1,542 $3.0M
Allstate Corp. 0.03% Add +58.6% 1,508 $2.9M
Sequoia Financial Advisors, LLC 0.02% Reduce -13.3% 1,500 $2.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +84.2% 1,499 $2.9M
Intech Investment Management LLC 0.03% Add +87.5% 1,496 $2.9M
Atlantic Union Bankshares Corp 0.05% Reduce -3.6% 1,494 $2.9M
Modern Wealth Management, LLC 0.05% Reduce -1.4% 1,497 $2.8M
Kennondale Capital Management LLC 2.02% No change 1,465 $2.8M
Benjamin Edwards Inc. 0.03% Add +6.0% 1,445 $2.8M
Eurizon Capital SGR S.p.A. 0.01% Reduce -38.0% 1,445 $2.8M
Beese Fulmer Investment Management, Inc. 0.18% Reduce -1.5% 1,443 $2.8M
Salvus Wealth Management, LLC 1.60% Add +32.7% 1,440 $2.8M
1832 Asset Management L.P. 0.00% Add +3.9% 1,439 $2.8M
Gold Investment Management Ltd. 0.84% Add +2.3% 1,424 $2.7M
Virtu Financial LLC 0.11% New 1,424 $2.7M
Solitude Financial Services 0.80% Add +8.9% 1,365 $2.7M
Weil Company, Inc. 0.61% Reduce -2.8% 1,411 $2.7M
Sowell Financial Services LLC 0.10% No change 1,367 $2.6M
Fiduciary Alliance LLC 0.16% Reduce -20.2% 1,316 $2.6M
Baird Financial Group, Inc. 0.00% Add +6.3% 1,362 $2.6M
Bessemer Group Inc. 0.00% Reduce -21.7% 1,352 $2.6M
TD Waterhouse Canada Inc. 0.01% Add +436.5% 1,352 $2.6M
Andra AP-fonden 0.03% Add +25.9% 1,339 $2.6M
Silvercrest Asset Management Group LLC 0.02% Add +0.5% 1,331 $2.5M
Sunbelt Securities, Inc. 0.16% Add +1.2% 1,313 $2.5M
Values Added Financial LLC 1.05% Reduce -4.1% 1,299 $2.5M
Choreo, LLC 0.03% Reduce -1.7% 1,288 $2.5M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.19% No change 1,281 $2.5M
Nordea Investment Management AB 0.00% Add +0.1% 1,303 $2.4M
First National Advisers, LLC 0.35% Reduce -12.1% 1,260 $2.4M
Voleon Capital Management LP 0.05% New 1,251 $2.4M
Scotia Capital Inc. 0.01% Add +2.6% 1,251 $2.4M
Manufacturers Life Insurance Company, The 0.00% Add +1.1% 1,232 $2.4M
Fieldview Capital Management, LLC 0.69% Add +38.0% 1,230 $2.4M
Ancora Advisors LLC 0.05% Add +12.8% 1,230 $2.4M
Public Employees Retirement Association of Colorado 0.01% No change 1,229 $2.4M
Voya Investment Management LLC 0.00% Reduce -2.1% 1,227 $2.3M
NewEdge Advisors, LLC 0.01% Reduce -3.0% 1,223 $2.3M
TD Private Client Wealth LLC 0.05% Reduce -25.1% 1,214 $2.3M
XTX Topco Ltd 0.04% New 1,207 $2.3M
Shelter Mutual Insurance Co 0.51% No change 1,200 $2.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% No change 1,192 $2.3M
Third View Private Wealth, LLC 0.31% Add +2.3% 1,182 $2.3M
Boyar Asset Management Inc. 1.26% Add +62.1% 1,154 $2.2M
Vanguard Personalized Indexing Management, LLC 0.02% Add +10.1% 1,149 $2.2M
Manitou Investment Management Ltd. 0.43% No change 1,140 $2.2M
Great Lakes Advisors, LLC 0.02% Reduce -4.7% 1,136 $2.2M
Daiwa Securities Group Inc. 0.01% Add +4.6% 1,130 $2.2M
Blue Edge Capital, LLC 0.28% Add +233.5% 1,114 $2.1M
CI Investments Inc. 0.01% Reduce -19.9% 1,077 $2.1M
Vinva Investment Management Ltd 0.03% Add +21.5% 1,080 $2.0M
Swiss Life Asset Management Ltd 0.01% Add +28.2% 1,056 $2.0M
Adams Asset Advisors, LLC 0.23% New 1,050 $2.0M
Holocene Advisors, LP 0.00% Reduce -64.8% 1,034 $2.0M
Y-Intercept (Hong Kong) Ltd 0.04% New 1,023 $2.0M
Annandale Capital, LLC 0.32% Reduce -37.1% 1,012 $1.9M
Gulf International Bank (UK) Ltd 0.04% Add +59.6% 972 $1.9M
Oppenheimer & Co. Inc. 0.02% Reduce -10.8% 953 $1.8M
Virtus Investment Advisers, LLC 0.50% Reduce -9.2% 943 $1.8M
Pinnacle Financial Partners, Inc. 0.01% No change 937 $1.8M
American Capital Advisory, LLC 0.71% Reduce -1.6% 922 $1.8M
Quantbot Technologies LP 0.07% New 911 $1.7M
Investment Management Corp of Ontario 0.02% Reduce -45.9% 904 $1.7M
Bank of Nova Scotia 0.00% Add +0.6% 900 $1.7M
Amalgamated Bank 0.01% Add +20.7% 893 $1.7M
Osmosis Investment Management UK Ltd 0.05% Reduce -1.1% 892 $1.7M
Tactive Advisors, LLC 0.48% Add +8.8% 886 $1.7M
CIBC Bancorp USA Inc. 0.00% — 872 $1.7M
OneAscent Financial Services LLC 0.09% New 870 $1.7M
Callan Family Office, LLC 0.04% Reduce -4.8% 861 $1.6M
M&T Bank Corp 0.01% Reduce -5.6% 858 $1.6M
Praxis Investment Management Inc. 0.10% Add +20.1% 853 $1.6M
Pinebridge Investments LLC 0.01% New 851 $1.6M
MASTERINVEST Kapitalanlage GmbH 0.17% No change 844 $1.6M
Denali Advisors LLC 0.18% Add +38.2% 832 $1.6M
Cary Street Partners Financial LLC 0.04% Add +11.6% 810 $1.6M
Strategent Financial, LLC 1.05% Add +6.9% 809 $1.5M
Catalyst Funds Management Pty Ltd 0.26% No change 800 $1.5M
Empowered Funds, LLC 0.01% New 798 $1.5M
Occudo Quantitative Strategies LP 0.08% New 845 $1.5M
RKL Wealth Management LLC 0.13% No change 778 $1.5M
Brevan Howard Capital Management LP 0.02% Add +125.9% 777 $1.5M
LGT Fund Management Co Ltd. 0.06% No change 767 $1.5M
Compass Ion Advisors, LLC 0.14% No change 765 $1.5M
Federation des caisses Desjardins du Quebec 0.01% Reduce -9.4% 761 $1.5M
Engineers Gate Manager LP 0.02% New 760 $1.5M
Allianz Asset Management GmbH 0.00% Add +40.7% 757 $1.4M
Nisa Investment Advisors, LLC 0.01% Reduce -3.8% 752 $1.4M
CIBC Asset Management Inc 0.00% Reduce -2.1% 751 $1.4M
Inspire Investing, LLC 0.08% Add +386.8% 740 $1.4M
Principle Wealth Partners LLC 0.08% No change 737 $1.4M
Fund Advisors of America Inc 1.42% Reduce -14.6% 731 $1.4M
Annis Gardner Whiting Capital Advisors, LLC 0.22% Reduce -3.7% 730 $1.4M
Orion Porfolio Solutions, LLC 0.01% Reduce -15.0% 707 $1.4M
Aquatic Capital Management LLC 0.04% New 702 $1.3M
Pilgrim Partners Asia Pte Ltd 0.57% Reduce -30.0% 700 $1.3M
Kensington Investment Counsel, LLC 0.64% Reduce -23.6% 694 $1.3M
Summit Trail Advisors, LLC 0.02% Add +0.4% 693 $1.3M
Anchyra Partners LLC 0.40% Add +1.9% 691 $1.3M
Gsa Capital Partners LLP 0.08% Add +391.4% 688 $1.3M
Fruth Investment Management 0.32% Reduce -0.4% 681 $1.3M
Horst & Graben Wealth Management LLC 0.18% Reduce -0.3% 677 $1.3M
Natixis 0.01% Add +86.1% 670 $1.3M
Fi3 FINANCIAL ADVISORS, LLC 0.37% Reduce -3.9% 668 $1.3M
Schroder Investment Management Group 0.00% Reduce -6.6% 677 $1.3M
RFG Advisory, LLC 0.02% Reduce -4.2% 665 $1.3M
Vident Advisory, LLC 0.01% Add +22.6% 661 $1.3M
Bristlecone Value Partners, LLC 1.09% New 649 $1.2M
Worldquant Millennium Advisors LLC 0.00% Add +337.8% 648 $1.2M
Diversify Wealth Management, LLC 0.02% Add +25.4% 686 $1.2M
Kestra Advisory Services, LLC 0.00% Add +6.6% 629 $1.2M
Macquarie Group Ltd. 0.01% Reduce -26.9% 628 $1.2M
Credit Agricole S A 0.00% Add +18.5% 627 $1.2M
Lecap Asset Management Ltd. 0.45% New 626 $1.2M
Keybank National Association 0.00% Reduce -19.2% 618 $1.2M
Parisi Gray Wealth Management 0.28% Add +0.7% 616 $1.2M
Maryland State Retirement & Pension System 0.02% No change 613 $1.2M
OMERS ADMINISTRATION Corp 0.01% Add +29.9% 612 $1.2M
Tributary Capital Management, LLC 0.11% Add +1.0% 609 $1.2M
Shelter Ins Retirement Plan 1.28% No change 600 $1.1M
Chevy Chase Trust Holdings, LLC 0.00% Reduce -3.7% 600 $1.1M
Atlanta Consulting Group Advisors, LLC 0.24% No change 588 $1.1M
Carmel Capital Partners, LLC 0.40% Add +21.1% 585 $1.1M
AG2R La Mondiale Gestion D'actifs 0.05% Add +1.4% 583 $1.1M
Sepio Capital, LP 0.06% Reduce -17.2% 564 $1.1M
Savant Capital, LLC 0.01% Reduce -0.7% 559 $1.1M
Concurrent Investment Advisors, LLC 0.01% Add +5.5% 556 $1.1M
MML Investors Services, LLC 0.00% Reduce -19.6% 554 $1.1M
Main Street Financial Solutions, LLC 0.08% Reduce -36.5% 548 $1.0M
QRG Capital Management, Inc. 0.01% Add +25.8% 547 $1.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.13% No change 545 $1.0M
Lakewood Asset Management LLC 0.66% Reduce -20.8% 537 $1.0M
CenterBook Partners LP 0.05% Add +19.5% 533 $1.0M
Resonant Capital Advisors, LLC 0.05% Reduce -26.5% 525 $1.0M
Venturi Wealth Management, LLC 0.05% No change 523 $1.0M
PenderFund Capital Management Ltd. 0.46% No change 517 $990K
Ostrum Asset Management 0.06% Reduce -27.8% 517 $990K
Principal Securities, Inc. 0.01% Reduce -4.7% 513 $982K
Tableaux LLC 0.47% New 511 $978K
MCF Advisors LLC 0.04% No change 510 $976K
Royal Fund Management, LLC 0.09% No change 510 $976K
Prudential Financial Inc. 0.00% Reduce -12.7% 502 $961K
Sage Capital Advisors,llc 0.22% No change 500 $957K
Smithfield Trust Co 0.04% Reduce -5.3% 499 $956K
Mgo One Seven LLC 0.02% Add +4.0% 495 $947K
Woodline Partners LP 0.00% Add +113.0% 492 $942K
Neuberger Berman Group LLC 0.00% Add +3.1% 491 $939K
Crestwood Advisors Group, LLC 0.02% Reduce -4.7% 490 $938K
Griffin Asset Management, Inc. 0.10% Add +6.7% 480 $919K
Ritholtz Wealth Management 0.02% Add +41.7% 476 $911K
Oppenheimer Asset Management Inc. 0.01% Add +65.8% 471 $902K
Thompson Davis & Co., Inc. 0.60% Add +13.6% 467 $894K
Metis Global Partners, LLC 0.02% Reduce -4.9% 467 $894K
Compound Planning, Inc. 0.03% Reduce -24.2% 466 $892K
Saudi Central Bank 0.02% New 465 $890K
Private Advisor Group, LLC 0.00% Reduce -12.4% 465 $890K
Z3 Capital Partners, LLC 0.22% No change 464 $888K
Mission Wealth Management, LP 0.02% Reduce -0.2% 460 $880K
Caprock Group, LLC 0.02% Reduce -36.3% 452 $865K
Los Angeles Capital Management LLC 0.00% Add +696.4% 446 $854K
Crestmont Private Wealth LLC 0.27% Add +6.7% 445 $852K
WealthPlan Investment Management, LLC 0.05% Reduce -5.3% 443 $848K
Tokio Marine Asset Management Co. Ltd. 0.03% No change 441 $844K
Brave Asset Management Inc. 0.20% No change 439 $840K
Abn Amro Investment Solutions 0.01% Reduce -0.7% 439 $840K
Boothbay Fund Management, LLC 0.02% Add +300.0% 432 $827K
Dala Group, LLC 0.69% Reduce -52.3% 430 $825K
Avalon Trust Co 0.06% Add +0.9% 429 $821K
Thrivent Financial for Lutherans 0.00% New 428 $820K
Laird Norton Wetherby Trust Company, LLC 0.02% Reduce -8.2% 425 $813K
Gilbert & Cook, Inc. 0.10% Reduce -3.7% 421 $806K
Sterling Capital Management LLC 0.02% Reduce -40.5% 421 $806K
Hills Bank & Trust Co 0.04% Reduce -7.8% 414 $792K
Ruffer LLP 0.03% New 410 $787K
Avanza Fonder AB 0.02% Add +2.5% 406 $777K
Hunter Associates Investment Management LLC 0.10% No change 405 $774K
Calamos Wealth Management LLC 0.03% No change 402 $769K
Perigon Wealth Management, LLC 0.01% Reduce -3.4% 402 $769K
Calamos Advisors LLC 0.00% New 402 $769K
Financial Security Advisor, Inc. 0.14% Reduce -5.0% 400 $766K
Resurgent Financial Advisors LLC 0.28% No change 395 $756K
Vestmark Advisory Solutions, Inc. 0.01% Add +44.6% 386 $739K
E. Ohman J:or Asset Management AB 0.02% Reduce -10.5% 385 $737K
King Luther Capital Management Corp. 0.00% No change 384 $735K
Intrinsic Value Partners, LLC 0.56% Reduce -1.5% 383 $733K
Cwm, LLC 0.00% Reduce -1.0% 381 $729K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 380 $727K
Lido Advisors, LLC 0.00% Reduce -17.6% 379 $727K
WINTON GROUP Ltd 0.03% New 373 $714K
Trust Point Inc. 0.06% Add +18.5% 372 $712K
Quadcap Wealth Management, LLC 0.08% Reduce -1.6% 368 $704K
Equitable Holdings, Inc. 0.00% Add +30.8% 327 $698K
Legacy Advisors, LLC 0.08% Reduce -1.6% 363 $695K
Rexford Capital Inc. 0.49% Add +0.3% 362 $693K
Vise Technologies, Inc. 0.01% No change 321 $690K
North Dakota State Investment Board 0.03% Reduce -18.0% 360 $689K
Elm Partners Management LLC 0.03% Add +4.3% 364 $687K
Harvest Investment Services, LLC 0.12% Reduce -4.6% 352 $674K
Linden Thomas Advisory Services, LLC 0.06% Reduce -10.9% 352 $674K
Marks Group Wealth Management, Inc 0.07% Add +18.5% 352 $674K
Cross Staff Investments Inc 0.34% No change 350 $670K
Founders Capital Management, LLC 0.11% No change 346 $662K
B. Metzler seel. Sohn & Co. AG 0.01% No change 343 $657K
Robeco Institutional Asset Management B.V. 0.00% Add +57.6% 342 $655K
Taylor Hoffman Capital Management LLC 0.20% Reduce -5.6% 340 $651K
Aptus Capital Advisors, LLC 0.01% Reduce -5.3% 339 $649K
Prudential PLC 0.00% No change 339 $649K
Steelhead Wealth Management LLC 0.33% — 337 $645K
MQS Management LLC 0.43% New 335 $641K
MLP3, LLC 0.71% Reduce -1.5% 334 $639K
Kentucky Retirement Systems Insurance Trust Fund 0.04% No change 328 $628K
Winthrop Advisory Group LLC 0.05% Reduce -3.5% 327 $626K
Matrix Trust Co 0.10% New 326 $624K
Generali Investments CEE, investicni spolecnost, a.s. 0.03% No change 325 $622K
Beacon Investment Advisors LLC 0.23% Add +0.3% 323 $617K
OneDigital Investment Advisors LLC 0.01% Reduce -13.7% 321 $614K
EP Wealth Advisors, LLC 0.00% Add +28.9% 321 $614K
MetLife Investment Management, LLC 0.00% Reduce -2.4% 320 $613K
WCM Investment Management, LLC 0.00% Add +22.0% 322 $607K
Allworth Financial LP 0.00% Add +4.0% 315 $604K
denkapparat Operations GmbH 0.25% No change 314 $601K
Apollon Wealth Management, LLC 0.01% Reduce -2.8% 313 $599K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -8.2% 312 $597K
United Capital Financial Advisors, LLC 0.00% Add +38.2% 311 $595K
Victrix Investment Advisors 0.22% No change 310 $593K
Verdence Capital Advisors LLC 0.03% Add +0.7% 310 $593K
Procyon Advisors, LLC 0.03% Reduce -27.3% 309 $591K
Mirabella Financial Services LLP 0.06% New 307 $588K
Greenleaf Trust 0.01% Add +35.2% 307 $588K
Caxton Associates LLP 0.01% New 306 $586K
Kestra Private Wealth Services, LLC 0.01% Reduce -16.7% 305 $584K
Farther Finance Advisors, LLC 0.01% Add +14.7% 305 $580K
111 Capital 0.14% New 299 $572K
STRS Ohio 0.00% No change 298 $570K
Allen Mooney & Barnes Investment Advisors LLC 0.08% No change 297 $568K
Elevation Point Wealth Partners, LLC 0.01% Add +11.2% 297 $568K
Prime Capital Investment Advisors, LLC 0.01% Reduce -2.0% 297 $568K
Twinbeech Capital LP 0.06% Add +102.8% 294 $563K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 291 $557K
IHT Wealth Management, LLC 0.01% Add +1.1% 286 $547K
iA Global Asset Management Inc. 0.01% Add +3.6% 286 $547K
AdvisorNet Financial, Inc 0.03% Reduce -1.4% 284 $544K
Maridea Wealth Management LLC 0.08% Reduce -1.1% 282 $540K
Charter Oak Capital Management, LLC 0.04% No change 281 $538K
Madison Asset Management, LLC 0.01% No change 279 $534K
Brooklyn Investment Group 0.02% New 277 $530K
Intellectus Partners, LLC 0.11% Add +0.4% 277 $530K
Magnolia Private Wealth, LLC 0.35% Add +0.4% 276 $528K
Simplex Trading, LLC 0.02% Reduce -57.2% 274 $524K
World Investment Advisors 0.01% Add +0.4% 273 $522K
BBR Partners, LLC 0.03% New 272 $521K
Leavell Investment Management, Inc. 0.02% No change 272 $521K
Guardian Wealth Advisors, LLC / NC 0.03% Add +4.2% 271 $519K
Hengehold Capital Management LLC 0.05% Reduce -12.6% 270 $517K
NBT Bank, N.A. 0.03% No change 270 $517K
Yousif Capital Management, LLC 0.01% Add +3.5% 266 $509K
Evergreen Capital Management LLC 0.01% Add +57.1% 264 $505K
Tritonpoint Wealth, LLC 0.05% No change 262 $501K
Fisher Asset Management 0.00% Add +91.8% 257 $492K
Inlet Private Wealth, LLC 0.13% Reduce -16.6% 256 $490K
Flagstone Financial Management 0.12% No change 254 $486K
Norman Fields, Gottscho Capital Management, LLC 0.16% No change 250 $479K
Trustmark Bank Trust Department 0.03% No change 250 $479K
Destination Wealth Management 0.01% No change 250 $479K
Qtron Investments LLC 0.06% No change 249 $477K
Independent Advisor Alliance 0.01% Reduce -5.4% 247 $473K
Parsons Capital Management Inc. 0.02% Add +5.2% 243 $465K
Berkshire Asset Management LLC 0.02% No change 239 $457K
Elgethun Capital Management 0.08% No change 238 $456K
Moneta Group Investment Advisors LLC 0.00% Add +100.0% 236 $452K
Hunting Hill Global Capital, LLC 0.54% Reduce -52.2% 235 $450K
Allen Capital Group, LLC 0.04% Reduce -16.4% 235 $450K
StoneX Group Inc. 0.02% Add +64.3% 235 $450K
Anchor Investment Management, LLC 0.04% No change 232 $444K
Cresset Asset Management, LLC 0.00% No change 232 $444K
Dakota Wealth Management 0.01% Reduce -2.5% 231 $442K
Stephens Inc. 0.01% Add +11.6% 231 $442K
Roehl & Yi Investment Advisors, LLC 0.16% Reduce -12.6% 229 $438K
Integrated Wealth Concepts LLC 0.00% Add +76.7% 228 $437K
Vestcor Inc 0.01% No change 227 $434K
Dover Advisors, LLC 0.18% Reduce -0.9% 226 $433K
Bay Rivers Group 0.18% Reduce -8.2% 225 $431K
Wealthspire Advisors, LLC 0.00% Reduce -10.8% 223 $427K
Legacy Capital Wealth Partners, LLC 0.09% Add +0.9% 220 $421K
UniSuper Management Pty Ltd 0.00% No change 220 $421K
Evelyn Partners Investment Management (Europe) Ltd 0.14% No change 218 $417K
S-Bank Fund Management Ltd 0.06% Reduce -3.6% 215 $412K
Citizens Financial Group Inc. 0.01% Reduce -35.8% 215 $412K
Arkadios Wealth Advisors 0.01% Add +6.0% 213 $408K
Gilliland Jeter Wealth Management LLC 0.12% No change 212 $406K
Cascades Capital Asset Management, LLC 0.17% No change 211 $404K
Baker Tilly Wealth Management, LLC 0.10% Reduce -9.4% 211 $404K
Studio Investment Management LLC 0.07% Reduce -0.5% 210 $402K
NewEdge Wealth, LLC 0.00% Reduce -17.4% 209 $400K
Evercore Wealth Management, LLC 0.01% No change 203 $389K
FJ Capital Management LLC 0.04% New 202 $387K
Harbor Capital Advisors, Inc. 0.03% New 201 $385K
Carnegie Lake Advisors LLC 0.15% No change 200 $383K
Saybrook Capital 0.10% No change 200 $383K
Bourgeon Capital Management LLC 0.07% New 200 $383K
Canal Capital Management, LLC 0.05% No change 200 $383K
Motley Fool Asset Management LLC 0.02% Reduce -1.0% 199 $381K
Western Wealth Management, LLC 0.01% New 199 $381K
Evolve Private Wealth, LLC 0.02% Reduce -2.5% 197 $377K
TCW Group Inc. 0.00% Reduce -36.5% 197 $377K
Acima Private Wealth, LLC 0.12% No change 195 $373K
Advisors Capital Management, LLC 0.00% Add +24.2% 195 $373K
Heartwood Wealth Advisors LLC 0.03% Reduce -1.0% 194 $371K
Founders Grove Wealth Partners, LLC 0.08% Reduce -0.5% 193 $369K
Choate Investment Advisors 0.01% No change 192 $368K
Glenmede Trust Co. NA 0.00% Reduce -3.0% 192 $368K
Salomon & Ludwin, LLC 0.03% Reduce -2.5% 193 $367K
Huntington National Bank 0.00% Add +12.3% 191 $366K
Jackson Hole Capital Partners, LLC 0.06% No change 190 $364K
Howland Capital Management LLC 0.01% No change 189 $362K
Level Four Advisory Services, LLC 0.01% Add +8.0% 189 $362K
Ironwood Investment Management LLC 0.15% New 188 $360K
One Wealth Advisors, LLC 0.04% Reduce -4.6% 188 $360K
Signaturefd, LLC 0.01% Add +13.3% 187 $358K
Mills Wealth Advisors LLC 0.13% Add +0.5% 187 $358K
Gabelli Funds LLC 0.00% No change 187 $358K
Regions Financial Corp. 0.00% Add +29.9% 187 $358K
Vontobel Holding Ltd. 0.00% No change 187 $358K
RMR Capital Management, LLC 0.26% No change 186 $356K
GAMMA Investing LLC 0.02% Add +30.1% 186 $356K
Hara Capital LLC 0.18% Reduce -18.6% 184 $352K
Manchester Financial Inc. 0.07% Reduce -2.1% 184 $352K
Traphagen Investment Advisors LLC 0.03% No change 182 $348K
Capital Asset Advisory Services LLC 0.01% No change 176 $346K
Argonautica Private Wealth Management, Inc. 0.10% Reduce -0.6% 179 $343K
PFG Investments, LLC 0.02% Add +62.7% 179 $343K
Advisory Services Network, LLC 0.00% Add +6.5% 179 $343K
Siemens Fonds Invest GmbH 0.02% No change 177 $339K
Havemeyer Place LP 0.04% New 176 $337K
Hamilton Capital, LLC 0.02% No change 175 $335K
Merit Financial Group, LLC 0.00% Reduce -4.9% 175 $335K
Axq Capital, LP 0.04% New 173 $331K
Isthmus Partners, LLC 0.03% No change 170 $325K
Frank, Rimerman Advisors LLC 0.02% No change 170 $325K
Tocqueville Asset Management L.P. 0.00% No change 170 $325K
Blueshift Asset Management, LLC 0.10% New 169 $323K
Aaron Wealth Advisors LLC 0.02% Reduce -5.6% 169 $323K
Brighton Jones LLC 0.01% New 169 $323K
Geneos Wealth Management Inc. 0.01% Add +74.7% 166 $318K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -10.3% 165 $316K
Ashton Thomas Private Wealth, LLC 0.01% Add +49.1% 161 $308K
Wellington Shields & Co., LLC 0.08% Reduce -0.6% 159 $304K
Equitable Trust Co. 0.01% No change 157 $301K
Virtue Capital Management, LLC 0.05% Reduce -0.6% 159 $300K
MainStreet Investment Advisors LLC 0.04% Reduce -7.7% 155 $297K
Old National Bancorp 0.01% No change 155 $297K
Bank of Marin 0.22% New 155 $297K
Chicago Partners Investment Group LLC 0.01% Add +15.4% 150 $292K
Quarry LP 0.06% Add +4966.7% 152 $291K
JGP Wealth Management, LLC 0.03% No change 152 $291K
Lodestone Wealth Management LLC 0.11% Add +6.3% 151 $289K
SeaBridge Investment Advisors LLC 0.05% Add +2.0% 151 $289K
MBL Wealth, LLC 0.02% No change 149 $285K
Wealth Alliance, LLC 0.03% Reduce -0.7% 148 $284K
Godshalk Welsh Capital Management, Inc. 0.16% Add +20.3% 148 $283K
Fidelis Capital Partners, LLC 0.02% Reduce -18.2% 148 $283K
New York Life Investment Management LLC 0.00% Add +15.8% 147 $281K
Armistice Capital, LLC 0.01% New 145 $278K
Conestoga Capital Advisors, LLC 0.01% No change 145 $278K
Landscape Capital Management, L.L.C. 0.02% New 144 $276K
DRW Securities, LLC 0.01% Reduce -32.1% 144 $276K
Lombard Odier Asset Management (Switzerland) SA 0.01% New 144 $276K
Thoroughbred Financial Services, LLC 0.02% No change 144 $275K
Quadrant Capital Group LLC 0.01% Add +26.6% 143 $274K
Accretive Wealth Partners, LLC 0.08% No change 143 $274K
Ballast, Inc. 0.06% No change 143 $274K
Indivisible Partners 0.02% Add +0.7% 142 $272K
Cathy Pareto & Associates, Inc. 0.18% Add +10.1% 142 $272K
Beacon Financial Planning, Inc. 0.10% New 141 $270K
Cadent Capital Advisors, LLC 0.07% Reduce -25.1% 140 $268K
Northwest Quadrant Wealth Management, LLC 0.06% No change 140 $268K
Aprio Wealth Management, LLC 0.01% Add +7.8% 139 $266K
Baron Wealth Management LLC 0.08% No change 138 $264K
Brown Brothers Harriman & Co. 0.00% Reduce -3.5% 137 $262K
Beacon Financial Group 0.03% No change 136 $260K
Wills Financial Group LLC 0.10% No change 142 $259K
Crossmark Global Holdings, Inc. 0.00% New 135 $258K
Fiduciary Trust Co 0.00% New 134 $257K
Coldstream Capital Management Inc. 0.00% Add +15.5% 134 $256K
Dana Investment Advisors, Inc. 0.01% Add +2.3% 134 $256K
Atticus Wealth Management, LLC 0.07% Add +3.1% 133 $255K
RVW Wealth, LLC 0.02% New 132 $253K
Park Avenue Securities LLC 0.00% Add +4.8% 131 $251K
Journey Strategic Wealth LLC 0.01% No change 131 $251K
Murphy & Mullick Capital Management Corp 0.19% No change 131 $251K
Adkins Seale Capital Management LLC 0.25% No change 130 $249K
Sagespring Wealth Partners, LLC 0.00% Add +5.7% 130 $249K
Cove Private Wealth, LLC 0.06% New 129 $247K
First Citizens Bank & Trust Co. 0.01% No change 129 $247K
Polymer Capital Management (US) LLC 0.04% New 127 $243K
Cambria Investment Management, L.P. 0.01% Reduce -18.2% 126 $241K
GM Advisory Group, LLC 0.01% No change 126 $241K
Farmers & Merchants Investments Inc. 0.01% No change 125 $239K
Harbour Investments, Inc. 0.00% Reduce -3.9% 125 $239K
Capital Investment Advisors, LLC 0.00% Reduce -26.9% 125 $239K
Savvy Advisors, Inc. 0.01% New 124 $237K
Astoria Portfolio Advisors LLC. 0.05% Reduce -7.4% 125 $237K
Strive Financial Group ,LLC 0.12% Add +12.8% 123 $235K
Checchi Capital Advisers, LLC 0.02% Reduce -0.8% 123 $234K
Genesis Private Wealth, LLC 0.07% Reduce -4.7% 121 $232K
Blue Zone Wealth Advisors, LLC 0.05% Reduce -96.8% 121 $232K
Alpine Global Management, LLC 0.04% New 121 $232K
Roberts Glore & Co. Inc. 0.06% Add +2.5% 121 $232K
Dimension Capital Management LLC 0.03% Reduce -20.0% 120 $230K
Golden State Wealth Management, LLC 0.03% No change 120 $230K
First Financial Bank - Trust Division 0.02% No change 120 $230K
Wedmont Private Capital 0.01% Add +4.5% 117 $228K
Sierra Legacy Group 0.17% Add +20.2% 119 $228K
Plan A Wealth LLC 0.11% No change 118 $226K
Ballentine Partners, LLC 0.00% Add +0.8% 118 $226K
OpenArc Corporate Advisory, LLC 0.00% Add +12.6% 116 $222K
Cigna Investments Inc. 0.03% No change 116 $222K
Pettyjohn, Wood & White, Inc. 0.04% No change 115 $220K
Guyasuta Investment Advisors Inc. 0.01% No change 115 $220K
Odyssean, LLC 0.08% New 115 $220K
Canandaigua National Trust Co of Florida 0.18% Reduce -61.1% 114 $218K
Sterling Investment Counsel, LLC 0.06% Add +8.6% 114 $218K
Ironwood Financial, llc 0.04% No change 114 $218K
Zhang Financial LLC 0.01% Reduce -24.2% 113 $216K
CHICAGO TRUST Co NA 0.03% Add +5.6% 113 $216K
TCV Trust & Wealth Management, Inc. 0.02% No change 113 $216K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -8.9% 112 $211K
Stratos Wealth Partners, LTD. 0.00% Add +14.6% 110 $211K
Oak Asset Management, LLC 0.07% Add +10.0% 110 $211K
ABLE Financial Group, LLC 0.04% No change 110 $211K
Grandfield & Dodd, LLC 0.01% No change 110 $211K
CreativeOne Wealth, LLC 0.00% New 110 $211K
Carnegie Investment Counsel 0.00% Reduce -8.3% 110 $211K
Dynamic Advisor Solutions LLC 0.01% Add +0.9% 109 $209K
Colonial Trust Co / SC 0.03% No change 108 $207K
Panagora Asset Management Inc. 0.00% No change 108 $207K
Stenger Family Office, LLC 0.04% New 107 $205K
Kera Capital Partners, Inc. 0.03% No change 107 $205K
Summit Financial, LLC 0.00% New 107 $205K
AE Wealth Management LLC 0.00% Add +8.1% 107 $205K
Empower Advisory Group, LLC 0.00% Add +4.9% 107 $205K
Cary Street Partners Investment Advisory LLC 0.05% Add +12.6% 107 $205K
Narwhal Capital Management 0.01% No change 105 $201K
Waterloo Capital, L.P. 0.01% Reduce -1.9% 105 $201K
Cassaday & Co Wealth Management LLC 0.00% Reduce -9.0% 101 $193K
EverSource Wealth Advisors, LLC 0.01% Add +20.7% 99 $189K
Arlington Trust Co LLC 0.02% No change 96 $184K
Opal Wealth Advisors, LLC 0.04% Reduce -9.6% 94 $180K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -17.5% 94 $180K
Smartleaf Asset Management LLC 0.01% Reduce -8.7% 95 $179K
BOK Financial Private Wealth, Inc. 0.01% No change 91 $174K
International Assets Investment Management, LLC 0.01% New 89 $170K
FIL Ltd 0.00% New 88 $168K
Blue Trust, Inc. 0.00% Reduce -33.1% 87 $167K
Colonial Trust Advisors 0.01% No change 85 $163K
Marquette Asset Management, LLC 0.02% New 82 $157K
Evolution Advisers, Inc. 0.06% Add +1.3% 78 $149K
Signature Equity Partners, LLC 0.08% New 75 $144K
UMB Bank, n.a. 0.00% No change 75 $144K
Global Assets Advisory, LLC 0.04% New 72 $138K
IFP Advisors, Inc 0.00% Reduce -9.0% 71 $136K
JTC Employer Solutions Trustee Ltd 0.01% No change 70 $134K
Larson Financial Group LLC 0.00% Add +9.8% 67 $128K
Penserra Capital Management LLC 0.00% No change 66 $126K
Leonteq Securities AG 0.01% Reduce -41.1% 63 $121K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 60 $115K
Sound Income Strategies, LLC 0.01% Reduce -30.2% 60 $114K
Rothschild Investment LLC 0.01% No change 58 $111K
SouthState Bank Corp 0.00% Add +1.9% 53 $101K
Capital Analysts, LLC 0.00% No change 52 $100K
Banque Transatlantique SA 0.00% New 51 $98K
Prestige Wealth Management Group LLC 0.02% No change 50 $96K
Crewe Advisors LLC 0.01% Reduce -5.7% 50 $96K
Quent Capital, LLC 0.01% No change 50 $96K
Beacon Investment Advisory Services, Inc. 0.00% New 50 $96K
Evermay Wealth Management LLC 0.01% No change 49 $94K
Covestor Ltd 0.06% Reduce -55.6% 48 $92K
Versant Capital Management, Inc 0.01% Add +41.4% 41 $78K
Intesa Sanpaolo Wealth Management 0.02% No change 40 $77K
Westpac Banking Corp. 0.01% No change 40 $77K
Oakworth Capital, Inc. 0.00% No change 40 $77K
Assetmark, Inc. 0.00% Reduce -9.1% 40 $77K
Root Financial Partners, LLC 0.00% Reduce -4.9% 39 $75K
Eastern Bank 0.00% No change 36 $69K
Evelyn Partners Investment Management Services Ltd 0.01% Add +750.0% 34 $65K
Deseret Mutual Benefit Administrators 0.02% Add +77.8% 32 $61K
State of Wyoming 0.01% Reduce -5.9% 32 $61K
Banque Cantonale Vaudoise 0.00% New 32 $61K
Whittier Trust Co. 0.00% Reduce -26.2% 31 $59K
Citizens National Bank Trust Department 0.01% New 30 $57K
Compagnie Lombard Odier SCmA 0.00% No change 30 $57K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -67.8% 29 $56K
Boyd Watterson Asset Management LLC 0.02% No change 28 $54K
Bokf, NA 0.00% New 28 $54K
CVA Family Office, LLC 0.01% Add +125.0% 27 $52K
Mather Group, Llc. 0.00% New 27 $52K
Delta Asset Management LLC 0.00% No change 26 $50K
Dagco, Inc. 0.01% No change 24 $46K
Keating Financial Advisory Services, Inc. 0.01% No change 24 $46K
BNP Paribas 0.00% No change 24 $46K
SBI Securities Co., Ltd. 0.00% No change 24 $46K
City Holding Co. 0.01% No change 24 $46K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 23 $44K
NFSG Corp 0.01% New 21 $40K
Toth Financial Advisory Corp. 0.00% Reduce -9.1% 20 $38K
Kelleher Financial Advisors 0.01% No change 20 $38K
Park Place Capital Corp 0.01% New 20 $38K
Atlas Capital Advisors Inc. 0.00% No change 20 $38K
St Germain D J Co. Inc. 0.00% No change 20 $38K
Tower Research Capital LLC (TRC) 0.00% Reduce -79.0% 20 $38K
Private Wealth Management Group, LLC 0.01% No change 19 $36K
Arax Advisory Partners 0.00% Reduce -81.7% 19 $36K
Parkside Financial Bank & Trust 0.00% Add +20.0% 18 $34K
JFS Wealth Advisors, LLC 0.00% No change 17 $33K
Chilton Capital Management LLC 0.00% Add +6.3% 17 $33K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 17 $33K
Aster Capital Management (DIFC) Ltd 0.01% Reduce -90.5% 17 $32K
Pin Oak Investment Advisors Inc. 0.02% No change 16 $31K
SIMA Wealth Partners, LLC 0.02% No change 16 $31K
V-Square Quantitative Management LLC 0.00% Add +6.7% 16 $31K
Basepoint Wealth LLC 0.02% No change 15 $29K
Measured Wealth Private Client Group, LLC 0.01% No change 15 $29K
Virginia Estate & Retirement Planning Advisors Inc. 0.05% — 14 $27K
Essential Partners LLC 0.01% No change 14 $27K
Basecamp Wealth Advisors LLC 0.01% Reduce -26.3% 14 $27K
Cedar Mountain Advisors, LLC 0.01% Add +7.7% 14 $27K
Lanark Financial, Inc. 0.00% Reduce -6.7% 14 $27K
Positano Wealth Management Ltd 0.02% Add +44.4% 13 $25K
Sittner & Nelson, LLC 0.01% No change 13 $25K
Anfield Capital Management, LLC 0.01% No change 13 $25K
Bogart Wealth, LLC 0.00% Add +18.2% 13 $25K
TIAA Wealth Investment Management LLC 0.00% — 13 $25K
Barrett & Company, Inc. 0.01% No change 12 $23K
True Wealth Design, LLC 0.01% Add +9.1% 12 $23K
Adirondack Trust Co. 0.01% No change 12 $23K
Valley National Advisers Inc. 0.00% No change 12 $22K
Bruce G. Allen Investments, LLC 0.01% No change 11 $21K
Gables Capital Management Inc. 0.01% No change 11 $21K
Owl Creek Wealth Partners LLC 0.01% — 11 $21K
MTM Investment Management, LLC 0.01% No change 11 $21K
Hantz Financial Services, Inc. 0.00% Reduce -42.1% 11 $21K
GW&K Investment Management, LLC 0.00% Add +120.0% 11 $21K
Board of the Pension Protection Fund 0.02% Reduce -50.0% 10 $19K
Global Trust Asset Management, LLC 0.01% No change 10 $19K
Hilltop National Bank 0.00% No change 10 $19K
Scarborough Advisors, LLC 0.00% New 10 $19K
Private Trust Co. NA 0.00% No change 10 $19K
Zions Bancorporation, National Association 0.00% Reduce -9.1% 10 $19K
Spire Wealth Management 0.00% Reduce -44.4% 10 $19K
Park National Corp. 0.00% New 10 $19K
Capital Advisors, Ltd. LLC 0.00% No change 10 $19K
Bayforest Capital Ltd 0.02% Reduce -84.5% 9 $17K
2UniFi Bank 0.01% No change 9 $17K
Pinnacle Bancorp, Inc. 0.01% No change 9 $17K
Rosenberg Matthew Hamilton 0.00% No change 9 $17K
GoalVest Advisory LLC 0.00% Reduce -55.0% 9 $17K
Johnson Financial Group, Inc. 0.00% Reduce -68.0% 8 $15K
First Command Advisory Services, Inc. 0.00% New 8 $15K
Raiffeisen Bank International AG 0.00% Reduce -98.0% 8 $15K
Frazier Financial Advisors, LLC 0.01% No change 7 $13K
Legacy Bridge, LLC 0.01% No change 7 $13K
Fortitude Family Office, LLC 0.00% Add +40.0% 7 $13K
Truvestments Capital LLC 0.00% No change 7 $13K
Creative Financial Designs Inc. 0.00% No change 7 $13K
Entrust Financial LLC 0.01% No change 6 $11K
Clearstead Trust, LLC 0.00% No change 6 $11K
MV Capital Management, Inc. 0.00% Reduce -45.5% 6 $11K
Estabrook Capital Management 0.00% New 6 $11K
Silicon Valley Capital Partners 0.00% No change 6 $11K
CX Institutional 0.00% New 6 $11K
Cranbrook Wealth Management, LLC 0.00% No change 5 $10K
Swiss Re Ltd. 0.06% No change 5 $10K
Boreal Capital Management LLC 0.01% No change 5 $10K
Richardson Capital Management LLC 0.00% New 5 $10K
SRH Advisors, LLC 0.00% No change 5 $10K
Kemnay Advisory Services Inc. 0.00% New 5 $10K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +25.0% 5 $10K
Bell Investment Advisors, Inc 0.00% No change 4 $8K
LGT Financial Advisors LLC 0.04% No change 4 $8K
High Point Wealth Management, LLC 0.01% No change 4 $8K
Burk Holdings LLC 0.00% New 4 $8K
Carolina Wealth Advisors, LLC 0.00% Reduce -98.3% 4 $8K
Raleigh Capital Management Inc. 0.00% New 4 $8K
Asset Dedication, LLC 0.00% Reduce -72.7% 3 $6K
Sunrise Financial Services, LLC 0.00% No change 3 $6K
Vision Retirement, LLC 0.00% No change 3 $6K
Highline Wealth Partners LLC 0.00% New 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 $5K
Sachetta, LLC 0.00% No change 2 $4K
SJS Investment Consulting 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
Evelyn Partners Asset Management Ltd 0.00% No change 2 $4K
Archer Investment Corp 0.00% No change 2 $4K
SHP Wealth Management 0.00% New 2 $4K
Kilter Group LLC 0.00% New 1 $2K
Rialto Wealth Management, LLC 0.00% No change 1 $2K
Manchester Capital Management LLC 0.00% Reduce -66.7% 1 $2K
1015 Capital Partners, LLC 0.00% No change 1 $2K
Cornerstone Financial Management LLC 0.00% No change 1 $2K
Torren Management, LLC 0.00% Reduce -83.3% 1 $2K
Aspect Partners, LLC 0.00% No change 1 $2K
Bay Harbor Wealth Management, LLC 0.00% No change 1 $2K
Twin Peaks Wealth Advisors, LLC 0.00% New 1 $2K
Raffa Wealth Management, LLC 0.00% No change 1 $2K
Independence Bank of Kentucky 0.00% No change 1 $2K
Nemes Rush Group LLC 0.00% No change 1 $2K
First Horizon Corp. 0.00% New 1 $2K
North Star Investment Management Corp. 0.00% No change 1 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 1 $2K
Federated Hermes, Inc. 0.00% No change 1 $2K

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