MARKEL GROUP INC. - MKL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 697,836 | 1,362,880 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 545,650 | 1,065,659 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 521,976 | 1,019,424 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAVIS SELECTED ADVISERS | History | No change | 406,759 | 794,400 | 3.41% | 3.41% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 350,660 | 684,846 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Select Equity Group, L.P. | History | No change | 331,679 | 647,772 | 3.2% | 3.2% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 312,169 | 609,669 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 307,791 | 601,186 | 0.3% | 0.3% | 8 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Boston Partners | History | No change | 307,500 | 600,544 | 0.53% | 0.53% | 9 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | History | No change | 230,637 | 450,436 | 3.44% | 3.44% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 214,799 | 418,197 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DAVENPORT & Co LLC | History | No change | 206,399 | 403,208 | 1.98% | 1.98% | 12 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BAILLIE GIFFORD & CO | History | No change | 157,923 | 308,425 | 0.28% | 0.28% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORGES BANK | History | No change | 145,542 | 284,244 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 139,067 | 271,607 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 118,590 | 231,607 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madison Avenue Partners, LP | History | No change | 112,325 | 219,371 | 9.44% | 9.44% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 102,408 | 200,003 | 0.03% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 92,601 | 180,985 | 0.47% | 0.47% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Davis Asset Management, L.P. | History | No change | 92,105 | 179,882 | 4.56% | 4.56% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 88,210 | 172,274 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 84,026 | 164,103 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 81,945 | 160,039 | 0.8% | 0.8% | 23 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 80,373 | 156,969 | 2.71% | 2.71% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHECK CAPITAL MANAGEMENT INC/CA | History | No change | 79,209 | 154,696 | 4.25% | 4.25% | 25 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 78,570 | 153,447 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Polar Capital Holdings Plc | History | No change | 78,250 | 152,823 | 0.36% | 0.36% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 77,952 | 152,241 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 77,580 | 151,514 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARR E S & CO | History | No change | 77,051 | 150,481 | 8.44% | 8.44% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANA Partners Management, LP | History | No change | 76,743 | 149,879 | 7.88% | 7.88% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FENIMORE ASSET MANAGEMENT INC | History | Reduced | 86,571 | 148,248 | 3.25% | 3.53% | 32 | -689 | -0.79% | Q3 2026 | Oct 08, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 74,748 | 145,983 | 0.09% | 0.09% | 33 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JANE STREET GROUP, LLC | History | No change | 71,269 | 139,189 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 64,967 | 126,881 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graham Holdings Co | History | No change | 63,793 | 124,588 | 11.5% | 11.5% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 62,580 | 122,219 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Troy Asset Management Ltd | History | No change | 61,509 | 120,127 | 3.35% | 3.35% | 38 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HighTower Advisors, LLC | History | No change | 61,151 | 119,428 | 0.12% | 0.12% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SCHARF INVESTMENTS, LLC | History | No change | 60,564 | 118,304 | 3.91% | 3.91% | 40 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 59,018 | 115,261 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Graham Holdings Co Master Retirement Trust | History | No change | 58,008 | 113,290 | 15.43% | 15.43% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quilter Plc | History | No change | 45,895 | 89,633 | 1.35% | 1.35% | 43 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 44,799 | 87,492 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 44,268 | 86,455 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AVENIR CORP | History | No change | 44,214 | 86,350 | 10.52% | 10.52% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STEGINSKY CAPITAL LLC | History | Reduced | 44,331 | 75,915 | 12.45% | 13.31% | 47 | -1,075 | -2.37% | Q3 2026 | Oct 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 38,673 | 75,529 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 36,891 | 72,048 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 36,330 | 70,904 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 35,380 | 69,097 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Neuberger Berman Group LLC | History | No change | 35,163 | 68,673 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 34,844 | 68,051 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HSBC HOLDINGS PLC | History | No change | 33,966 | 66,422 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 33,676 | 65,770 | 1.18% | 1.18% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Qube Research & Technologies Ltd | History | No change | 33,395 | 65,220 | 0.06% | 0.06% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Giverny Capital Inc. | History | No change | 30,877 | 60,303 | 2.03% | 2.03% | 57 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 29,808 | 58,216 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 29,726 | 58,055 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFA Pension, Forsikringsaktieselskab | History | No change | 29,293 | 57,208 | 0.15% | 0.15% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 28,861 | 56,365 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 28,777 | 56,201 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| COOKE & BIELER LP | History | No change | 28,672 | 55,996 | 0.65% | 0.65% | 63 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sather Financial Group Inc | History | No change | 27,914 | 54,516 | 3.13% | 3.13% | 64 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Woodline Partners LP | History | No change | 26,999 | 52,729 | 0.16% | 0.16% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 26,522 | 51,796 | 0.08% | 0.08% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Amundi | History | No change | 26,234 | 51,235 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 25,671 | 50,135 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Greenbrier Partners Capital Management, LLC | History | No change | 25,531 | 49,862 | 3.74% | 3.74% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capco Asset Management, LLC | History | No change | 25,322 | 49,454 | 13.52% | 13.52% | 70 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 25,301 | 49,413 | 0.07% | 0.07% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DF DENT & CO INC | History | No change | 24,038 | 46,947 | 0.89% | 0.89% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 23,705 | 46,296 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 22,827 | 44,582 | 1.25% | 1.25% | 74 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 22,609 | 44,155 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 22,332 | 43,614 | 0.05% | 0.05% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Epoch Investment Partners, Inc. | History | No change | 22,273 | 43,499 | 0.25% | 0.25% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 21,469 | 41,940 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Invesco Ltd. | History | No change | 20,951 | 40,917 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COUNTRY TRUST BANK | History | No change | 20,926 | 40,868 | 0.72% | 0.72% | 80 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Broad Run Investment Management, LLC | History | No change | 20,578 | 40,189 | 6.19% | 6.19% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marathon Asset Management Ltd | History | No change | 20,414 | 39,867 | 1.62% | 1.62% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREENLEA LANE CAPITAL MANAGEMENT, LLC | History | No change | 20,305 | 39,655 | 10.89% | 10.89% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lafayette Investments, Inc. | History | No change | 19,924 | 38,911 | 7.17% | 7.17% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSLO PENSJONSFORSIKRING AS | History | No change | 19,910 | 38,884 | 4.47% | 4.47% | 85 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BECK MACK & OLIVER LLC | History | No change | 19,891 | 38,847 | 0.76% | 0.76% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 19,610 | 38,298 | 5.49% | 5.49% | 87 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Tidal Investments LLC | History | No change | 19,585 | 38,249 | 0.07% | 0.07% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 19,015 | 37,136 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Jupiter Topco LLC | History | No change | 18,667 | 36,444 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 18,375 | 35,886 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 18,274 | 35,689 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 18,035 | 35,222 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 16,558 | 32,337 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 15,940 | 31,130 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lincoln Capital LLC | History | Reduced | 17,807 | 30,590 | 5.36% | 6.21% | 96 | -55 | -0.31% | Q3 2026 | Oct 09, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 15,466 | 30,204 | 0.33% | 0.33% | 97 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Citadel Investment Advisory, Inc. | History | No change | 15,242 | 29,768 | 13.52% | 13.52% | 98 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Gotham Asset Management, LLC | History | No change | 15,153 | 29,593 | 0.07% | 0.07% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 14,557 | 28,429 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RHUMBLINE ADVISERS | History | No change | 14,512 | 28,342 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 14,326 | 28,022 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Frontier Investments LLC | History | No change | 14,300 | 27,928 | 4.81% | 4.81% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Poehling Capital Management, INC. | History | No change | 13,657 | 26,672 | 5.72% | 5.72% | 104 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BARCLAYS PLC | History | No change | 13,320 | 26,014 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 13,118 | 25,619 | 0.04% | 0.04% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 12,498 | 24,410 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 11,839 | 23,121 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PYA Waltman Capital, LLC | History | No change | 11,797 | 23,039 | 5.48% | 5.48% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 11,764 | 22,975 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DANSKE BANK A/S | History | No change | 11,565 | 22,586 | 0.04% | 0.04% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| APG Asset Management N.V. | History | No change | 12,526 | 21,397 | 0.05% | 0.05% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANYAN CAPITAL MANAGEMENT, INC. | History | No change | 10,701 | 20,899 | 9.08% | 9.08% | 113 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AVIVA PLC | History | No change | 10,491 | 20,489 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 10,279 | 20,013 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Swedbank AB | History | No change | 10,103 | 19,731 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FMR LLC | History | No change | 10,070 | 19,665 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockbridge Asset Management LLC | History | No change | 9,588 | 18,725 | 12.07% | 12.07% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smith Salley Wealth Management | History | No change | 9,151 | 17,872 | 0.78% | 0.78% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | No change | 9,145 | 17,860 | 1.64% | 1.64% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 8,845 | 17,274 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 8,779 | 17,145 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 8,592 | 16,780 | 0.04% | 0.04% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CANERECTOR INC | History | No change | 8,500 | 16,600 | 7.57% | 7.57% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Seneca House Advisors | History | No change | 8,236 | 16,085 | 5.69% | 5.69% | 125 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Evelyn Partners Group Ltd | History | No change | 8,193 | 16,000 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KIRR MARBACH & CO LLC /IN/ | History | No change | 8,130 | 15,877 | 2.67% | 2.67% | 127 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Creative Planning | History | No change | 8,072 | 15,765 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 8,015 | 15,654 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 8,000 | 15,624 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cheviot Value Management, LLC | History | No change | 7,971 | 15,567 | 1.58% | 1.58% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 7,872 | 15,374 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 7,771 | 15,176 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Twin Tree Management, LP | History | No change | 7,600 | 14,842 | 0.28% | 0.28% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | History | No change | 7,275 | 14,208 | 0.43% | 0.43% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heritage Wealth Advisors | History | No change | 7,272 | 14,202 | 0.49% | 0.49% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 7,173 | 14,008 | 0.04% | 0.04% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aberdeen Group plc | History | No change | 7,111 | 13,887 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Luma Capital S.A. - SPF | History | No change | 7,032 | 13,733 | 12.25% | 12.25% | 139 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BROWN ADVISORY INC | History | No change | 6,990 | 13,651 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Solidarity Wealth, LLC | History | No change | 6,939 | 13,552 | 2.36% | 2.36% | 141 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | No change | 6,921 | 13,516 | 0.72% | 0.72% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | No change | 6,919 | 13,513 | 2.39% | 2.39% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | No change | 6,857 | 13,391 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Regency Capital Management Inc.\DE | History | No change | 6,818 | 13,315 | 5.3% | 5.3% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | No change | 6,566 | 12,824 | 0.12% | 0.12% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 6,529 | 12,751 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 6,341 | 12,384 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,294 | 12,292 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 6,228 | 12,163 | 0.14% | 0.14% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 6,227 | 12,161 | 0.04% | 0.04% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Assenagon Asset Management S.A. | History | No change | 6,226 | 12,159 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SEI INVESTMENTS CO | History | No change | 6,178 | 12,065 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 6,134 | 11,979 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Korea Investment CORP | History | No change | 6,075 | 11,864 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 6,063 | 11,841 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 6,021 | 11,759 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,932 | 11,585 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MARSHALL WACE, LLP | History | No change | 5,929 | 11,579 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Live Oak Private Wealth LLC | History | No change | 5,805 | 11,337 | 1.42% | 1.42% | 160 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 5,791 | 11,282 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 5,701 | 11,134 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Berkeley, Inc | History | No change | 5,694 | 11,120 | 3.49% | 3.49% | 163 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 5,484 | 10,710 | 1.83% | 1.83% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 5,455 | 10,653 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 5,515 | 10,589 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NWF Advisory Services Inc. | History | No change | 5,398 | 10,542 | 0.99% | 0.99% | 167 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 5,334 | 10,417 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 5,305 | 10,361 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Treasurer of the State of North Carolina | History | No change | 5,264 | 10,281 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Adams Asset Advisors, LLC | History | Added to | 6,000 | 10,274 | 1.04% | 0.44% | 171 | +4,000 | 200.0% | Q3 2026 | Oct 08, 2026 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | History | No change | 5,082 | 9,925 | 0.05% | 0.05% | 172 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CULBERTSON A N & CO INC | History | No change | 5,071 | 9,903 | 1.15% | 1.15% | 173 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 5,040 | 9,843 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pictet Asset Management Holding SA | History | No change | 4,942 | 9,651 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Asset Management One Co., Ltd. | History | No change | 4,894 | 9,558 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 4,854 | 9,485 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 4,846 | 9,464 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | No change | 4,842 | 9,456 | 0.39% | 0.39% | 179 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 4,811 | 9,208 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 4,662 | 9,104 | 0.04% | 0.04% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chapman Investment Management, LLC | History | No change | 4,644 | 9,069 | 7.48% | 7.48% | 182 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Evergreen Wealth Management, LLC | History | No change | 4,533 | 8,852 | 4.15% | 4.15% | 183 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Janney Montgomery Scott LLC | History | No change | 4,529 | 8,845 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 4,513 | 8,813 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 4,432 | 8,655 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Holocene Advisors, LP | History | No change | 4,418 | 8,628 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Redmond Asset Management, LLC | History | No change | 4,378 | 8,550 | 2.13% | 2.13% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 4,345 | 8,485 | 0.52% | 0.52% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nykredit A/S | History | No change | 4,307 | 8,411 | 0.03% | 0.03% | 190 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| GARDNER RUSSO & QUINN LLC | History | No change | 4,265 | 8,329 | 0.09% | 0.09% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 4,169 | 8,142 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 4,065 | 7,938 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Riverview Capital Advisers, LLC | History | No change | 4,019 | 7,849 | 2.25% | 2.25% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marex Group Ltd | History | No change | 4,012 | 7,835 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 3,971 | 7,755 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 3,953 | 7,721 | 0.04% | 0.04% | 197 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Hudson Value Partners, LLC | History | No change | 3,940 | 7,694 | 1.93% | 1.93% | 198 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 3,935 | 7,685 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | No change | 3,921 | 7,657 | 0.03% | 0.03% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BCV Asset Management Inc. | History | No change | 3,809 | 7,465 | 0.23% | 0.23% | 201 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 3,817 | 7,454 | 0.03% | 0.03% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 3,801 | 7,423 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HRT FINANCIAL LP | History | No change | 3,790 | 7,401 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | No change | 3,757 | 7,337 | 0.15% | 0.15% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 3,741 | 7,306 | 0.27% | 0.27% | 206 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Greenline Partners, LLC | History | No change | 3,728 | 7,280 | 0.74% | 0.74% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Northstar Group, Inc. | History | No change | 3,718 | 7,261 | 0.93% | 0.93% | 208 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arizona State Retirement System | History | No change | 3,597 | 7,024 | 0.04% | 0.04% | 209 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Buttonwood Financial Advisors Inc. | History | No change | 3,590 | 7,011 | 2.13% | 2.13% | 210 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Alpha Omega Wealth Management LLC | History | No change | 3,502 | 6,839 | 1.04% | 1.04% | 211 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MAI Capital Management | History | No change | 3,472 | 6,780 | 0.03% | 0.03% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 3,456 | 6,746 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 3,451 | 6,739 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 3,365 | 6,561 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 3,340 | 6,523 | 0.18% | 0.18% | 216 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GAM Holding AG | History | No change | 3,301 | 6,446 | 0.49% | 0.49% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 3,214 | 6,276 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Mn Services Vermogensbeheer B.V. | History | No change | 3,648 | 6,247 | 0.05% | 0.05% | 219 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Chemistry Wealth Management LLC | History | No change | 3,174 | 6,198 | 0.99% | 0.99% | 220 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OP Asset Management Ltd | History | No change | 3,165 | 6,181 | 0.07% | 0.07% | 221 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,164 | 6,179 | 0.03% | 0.03% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 3,142 | 6,136 | 0.27% | 0.27% | 223 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GoodHaven Capital Management, LLC | History | No change | 3,142 | 6,136 | 1.93% | 1.93% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,118 | 6,090 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 3,040 | 5,937 | 0.25% | 0.25% | 226 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trexquant Investment LP | History | No change | 3,025 | 5,907 | 0.03% | 0.03% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 3,010 | 5,878 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 2,984 | 5,829 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 2,935 | 5,732 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Roundview Capital LLC | History | No change | 2,923 | 5,708 | 0.31% | 0.31% | 231 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DnB Asset Management AS | History | No change | 2,905 | 5,673 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Front Street Capital Management, Inc. | History | No change | 2,854 | 5,648 | 0.64% | 0.64% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEB Asset Management AB | History | No change | 2,861 | 5,587 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cetera Investment Advisers | History | No change | 2,857 | 5,578 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 2,834 | 5,536 | 0.08% | 0.08% | 236 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quantbot Technologies LP | History | No change | 2,809 | 5,486 | 0.22% | 0.22% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Curi Capital, LLC | History | No change | 2,766 | 5,401 | 0.08% | 0.08% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 2,748 | 5,366 | 0.05% | 0.05% | 239 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Adalta Capital Management LLC | History | No change | 2,732 | 5,335 | 2.34% | 2.34% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ervin Investment Management, LLC | History | No change | 2,711 | 5,293 | 2.88% | 2.88% | 241 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Southeast Asset Advisors, LLC | History | No change | 2,685 | 5,243 | 0.53% | 0.53% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFM Investors Pty Ltd | History | No change | 2,682 | 5,237 | 0.03% | 0.03% | 243 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Andra AP-fonden | History | No change | 2,659 | 5,193 | 0.06% | 0.06% | 244 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| BAXTER BROS INC | History | No change | 2,633 | 5,142 | 0.59% | 0.59% | 245 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 2,628 | 5,132 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rathbones Group PLC | History | No change | 2,601 | 5,079 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Handelsbanken Fonder AB | History | No change | 2,597 | 5,072 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| National Pension Service | History | No change | 2,573 | 5,025 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INKWELL CAPITAL LLC | History | No change | 2,567 | 5,013 | 5.21% | 5.21% | 250 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cannell & Spears LLC | History | No change | 2,545 | 4,970 | 0.09% | 0.09% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,523 | 4,927 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Mariner, LLC | History | No change | 2,462 | 4,808 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 2,462 | 4,808 | 0.07% | 0.07% | 254 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 2,418 | 4,722 | 0.26% | 0.26% | 255 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 2,391 | 4,669 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,386 | 4,659 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,369 | 4,626 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 2,337 | 4,564 | 0.18% | 0.18% | 259 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| US BANCORP \DE\ | History | No change | 2,248 | 4,390 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | History | No change | 2,243 | 4,380 | 2.18% | 2.18% | 261 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Florida Trust Wealth Management Co | History | No change | 2,218 | 4,331 | 0.11% | 0.11% | 262 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Watchman Group, Inc. | History | No change | 2,216 | 4,327 | 0.97% | 0.97% | 263 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,198 | 4,291 | 0.3% | 0.3% | 264 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Texas Yale Capital Corp. | History | No change | 2,155 | 4,208 | 0.09% | 0.09% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 2,152 | 4,202 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NEVILLE RODIE & SHAW INC | History | Reduced | 2,408 | 4,124 | 0.28% | 0.31% | 267 | -10 | -0.41% | Q3 2026 | Oct 05, 2026 |
| Daniel Investment Group, Inc. | History | No change | 2,101 | 4,104 | 2.43% | 2.43% | 268 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MAGNOLIA GROUP, LLC | History | No change | 2,100 | 4,101 | 0.86% | 0.86% | 269 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthfront Advisers LLC | History | No change | 2,084 | 4,070 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 2,064 | 4,031 | 0.05% | 0.05% | 271 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KBC Group NV | History | No change | 2,061 | 4,025 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bradyco, Inc. | History | No change | 2,036 | 3,976 | 4.56% | 4.56% | 273 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Canal Insurance CO | History | No change | 2,000 | 3,906 | 0.86% | 0.86% | 274 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| East Coast Asset Management, LLC. | History | No change | 2,001 | 3,906 | 1.15% | 1.15% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Edge Capital, LLC | History | No change | 1,997 | 3,900 | 0.47% | 0.47% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Womack Financial LLC | History | No change | 1,978 | 3,863 | 2.56% | 2.56% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESTPAC BANKING CORP | History | No change | 1,968 | 3,843 | 0.24% | 0.24% | 278 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 1,946 | 3,800 | 0.09% | 0.09% | 279 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,942 | 3,793 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | No change | 1,918 | 3,745 | 0.24% | 0.24% | 281 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Apollon Wealth Management, LLC | History | No change | 1,911 | 3,732 | 0.05% | 0.05% | 282 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,898 | 3,707 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 1,887 | 3,685 | 0.37% | 0.37% | 284 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Utah Retirement Systems | History | No change | 1,877 | 3,665 | 0.03% | 0.03% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,872 | 3,656 | 0.03% | 0.03% | 286 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | No change | 1,859 | 3,630 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,833 | 3,580 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fiduciary Group, LLC | History | No change | 1,825 | 3,564 | 0.28% | 0.28% | 289 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ALTA CAPITAL MANAGEMENT LLC/ | History | No change | 1,790 | 3,495 | 0.26% | 0.26% | 290 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,790 | 3,495 | 0.03% | 0.03% | 291 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,772 | 3,460 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TORONTO DOMINION BANK | History | No change | 1,749 | 3,415 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | No change | 1,748 | 3,413 | 0.54% | 0.54% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Davidson Kahn Capital Management, LLC | History | No change | 1,735 | 3,388 | 1.46% | 1.46% | 295 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Henshaw Capital LLC | History | No change | 1,720 | 3,359 | 0.11% | 0.11% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | No change | 1,719 | 3,357 | 0.03% | 0.03% | 297 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Oak Thistle LLC | History | No change | 1,710 | 3,339 | 0.32% | 0.32% | 298 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Freedom Day Solutions, LLC | History | No change | 1,704 | 3,327 | 0.74% | 0.74% | 299 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| USS Investment Management Ltd | History | No change | 1,703 | 3,324 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |