Markel GroupMKL
13F holders, Q1 2026 (March 31)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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $144.5M |
| Exits | 86 | $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.