MAX · MediaAlpha, Inc.

$12.99 -0.18 (-1.37%)

Market Cap

$826.45M

61.26M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 154

Total Value: $615,865,780

Total Shares: 48,994,900

Institutional Ownership Trend

23 quarters

Holder Concentration

Across 154 13F filers · Δ vs Mar 31, 2026

Top Holder

36.4%

+0.3 pts

Top 5

55.4%

−0.4 pts

Top 10

65.4%

−1.0 pts

HHI

1,481

Broadly held+20

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -8

Institutional value: +34.0%

Shares held: -0.9%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mid Divisadero Street Capital Management, LP	+933,081	1,019,988
Mega CITADEL ADVISORS LLC	+380,173	672,996
Mega JANE STREET GROUP, LLC	+246,517	596,625
Mega TWO SIGMA INVESTMENTS, LP	+234,191	409,480
Large JACOBS LEVY EQUITY MANAGEMENT, INC	+221,178	971,232

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mid J. Goldman & Co LP	−1,184,603	686,470
Mega Qube Research & Technologies Ltd	−322,827	92,453
Mega FRANKLIN RESOURCES INC	−269,122	74,587
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	−232,023	829,958
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	−214,489	96,847

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small EVR Research LP	440,000	$5,530,800
Large STIFEL FINANCIAL CORP	126,175	$1,586,019
Large Walleye Capital LLC	80,306	$1,009,446
Small WINMILL & CO. INC	65,102	$818,332
Large PEAK6 LLC	62,600	$786,882

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small Philadelphia Financial Management of San Francisco, LLC	480,000	$4,464,000
Large Pacer Advisors, Inc.	258,250	$2,401,725
Mid Y-Intercept (Hong Kong) Ltd	158,170	$1,470,981
Mid GSA CAPITAL PARTNERS LLP	109,268	$1,016,192
Small State of Wyoming	43,001	$399,909

Filter: New 23 Increased 47 Reduced 65 Sold out 31 Unchanged 19

Showing 100 of 158

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

WHITE MOUNTAINS INSURANCE GROUP LTD

$224,457,637

36.45%

17,856,614

BlackRock, Inc.

$42,641,922

6.92%

3,392,357

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	135,138	$1,698,684	4.0%	Sole
BlackRock Asset Management Canada Ltd	138	$1,734	0.0%	Sole
BlackRock Investment Management, LLC	129,564	$1,628,619	3.8%	Sole
BLACKROCK ADVISORS LLC	452,877	$5,692,663	13.3%	Sole
BlackRock Fund Advisors	1,278,306	$16,068,306	37.7%	Sole
BlackRock Institutional Trust Company, N.A.	1,322,593	$16,624,994	39.0%	Sole
BlackRock Fund Managers Ltd.	4,779	$60,072	0.1%	Sole
BlackRock Asset Management Ireland Ltd	29,506	$370,890	0.9%	Sole
BlackRock Asset Management Schweiz AG	5,721	$71,912	0.2%	Sole
Aperio Group, LLC	33,735	$424,048	1.0%	Sole

Clearline Capital LP

$34,113,597

5.54%

2,713,890

JPMORGAN CHASE & CO

$23,632,377

3.84%

1,880,062

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	12,792	$160,795	0.7%	Defined
J.P. Morgan Investment Management Inc.	1,448,297	$18,205,093	77.0%	Defined
J.P. Morgan Securities LLC	249,426	$3,135,284	13.3%	Defined
J.P. Morgan Securities plc	658	$8,271	0.0%	Defined
JPMorgan Asset Management (UK) Ltd	168,889	$2,122,934	9.0%	Defined

VANGUARD CAPITAL MANAGEMENT LLC

$16,043,958

2.61%

1,276,369

GEODE CAPITAL MANAGEMENT, LLC

$13,428,630

2.18%

1,068,308

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	118,282	$1,486,804	11.1%	Defined
Held directly	950,026	$11,941,826	88.9%	Defined

Divisadero Street Capital Management, LP

$12,821,249

2.08%

1,019,988

JACOBS LEVY EQUITY MANAGEMENT, INC

$12,208,386

1.98%

971,232

ACADIAN ASSET MANAGEMENT LLC

$12,030,684

1.95%

957,095

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	957,095	$12,030,684	100.0%	Defined

JACOBS ASSET MANAGEMENT, LLC

$11,561,395

1.88%

919,761

STATE STREET CORP

$10,838,293

1.76%

862,235

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	862,235	$10,838,293	100.0%	Defined

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$10,432,572

1.69%

829,958

MORGAN STANLEY

$10,322,104

1.68%

821,170

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	3,687	$46,345	0.4%	Defined
MORGAN STANLEY & CO. LLC	38,648	$485,805	4.7%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	651,781	$8,192,887	79.4%	Defined
MORGAN STANLEY SMITH BARNEY LLC	9,492	$119,314	1.2%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	117,562	$1,477,753	14.3%	Defined

Nuveen, LLC

$9,458,256

1.54%

752,447

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	142,012	$1,785,089	18.9%	Defined
TIAA CREF INVESTMENT MANAGEMENT LLC joint	249,500	$3,136,215	33.2%	Defined
TEACHERS ADVISORS, LLC joint	360,935	$4,536,952	48.0%	Defined

DIMENSIONAL FUND ADVISORS LP

$8,823,056

1.43%

701,914

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	6,219	$78,172	0.9%	Defined
DFA Australia Ltd.	7,221	$90,767	1.0%	Defined
Dimensional Ireland Ltd	25,046	$314,828	3.6%	Defined
Held directly	663,428	$8,339,289	94.5%	Sole

J. Goldman & Co LP

$7,517,739

1.22%

598,070

CITADEL ADVISORS LLC

$7,412,478

1.20%

589,696

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	589,696	$7,412,478	100.0%	Defined

RENAISSANCE TECHNOLOGIES LLC

$7,220,295

1.17%

574,407

Shay Capital LLC

$7,164,900

1.16%

570,000

JANE STREET GROUP, LLC

$6,933,926

1.13%

551,625

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	138,546	$1,741,523	25.1%	Defined
Jane Street Global Trading, LLC	413,079	$5,192,403	74.9%	Defined

D. E. Shaw & Co., Inc.

$6,736,589

1.09%

535,926

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	535,926	$6,736,589	100.0%	Defined

SPEECE THORSON CAPITAL GROUP INC

$6,147,961

1.00%

489,098

EVR Research LP

$5,530,800

0.90%

440,000

VANGUARD PORTFOLIO MANAGEMENT LLC

$5,443,388

0.88%

433,046

GOLDMAN SACHS GROUP INC

$5,390,845

0.88%

428,866

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	369,920	$4,649,894	86.3%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	58,946	$740,951	13.7%	Defined

TWO SIGMA INVESTMENTS, LP

$5,147,163

0.84%

409,480

AQR CAPITAL MANAGEMENT LLC

$4,922,924

0.80%

391,641

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RF&L WEALTH MANAGEMENT, LLC	6	$75	0.0%	Other
Prism Planning Partners LLC	76	$955	0.0%	Other
Compound Planning, Inc.	4	$50	0.0%	Other
Arax Advisory Partners	10,042	$126,227	2.6%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	1,454	$18,276	0.4%	Other
Stokes Family Office, LLC	790	$9,930	0.2%	Other
Held directly	379,269	$4,767,411	96.8%	Defined

HRT FINANCIAL LP

$4,687,717

0.76%

372,929

BANK OF AMERICA CORP /DE/

$4,674,027

0.76%

371,840

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	256,803	$3,228,013	69.1%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	98,657	$1,240,118	26.5%	Defined
BOFA SECURITIES, INC.	16,380	$205,896	4.4%	Defined

Triad Investment Management

$4,634,948

0.75%

368,731

Stoic Point Capital Management LLC

$3,735,175

0.61%

297,150

NORTHERN TRUST CORP

$3,357,533

0.55%

267,107

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	257,891	$3,241,689	96.5%	Defined
NORTHERN TRUST GLOBAL INVESTMENTS LTD	4,477	$56,275	1.7%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	4,739	$59,569	1.8%	Other

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$3,258,445

0.53%

259,224

Squarepoint Ops LLC

$2,944,585

0.48%

234,255

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	234,255	$2,944,585	100.0%	Defined

VANGUARD FIDUCIARY TRUST CO

$2,814,636

0.46%

223,917

TEACHER RETIREMENT SYSTEM OF TEXAS

$2,720,210

0.44%

216,405

ALLIANCEBERNSTEIN L.P.

$2,657,926

0.43%

211,450

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	211,450	$2,657,926	100.0%	Defined

BNP PARIBAS ARBITRAGE, SA

$2,629,694

0.43%

209,204

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$2,264,747

0.37%

180,171

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	50	$628	0.0%	Defined
UBS Asset Management Switzerland AG	76,632	$963,263	42.5%	Sole
UBS Asset Management (UK) Ltd.	103,489	$1,300,856	57.4%	Sole

XTX Topco Ltd

$2,165,421

0.35%

172,269

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	172,269	$2,165,421	100.0%	Defined

ALGERT GLOBAL LLC

$2,147,835

0.35%

170,870

Man Group plc

$1,970,397

0.32%

156,754

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Numeric Investors LLC	156,754	$1,970,397	100.0%	Defined

PRINCIPAL FINANCIAL GROUP INC

$1,870,980

0.30%

148,845

Quantinno Capital Management LP

$1,709,947

0.28%

136,034

Russell Investments Group, Ltd.

$1,638,620

0.27%

130,360

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC joint	30,494	$383,308	23.4%	Defined
Russell Investments Capital, LLC joint	9,540	$119,917	7.3%	Other
Russell Investments France SAS	3,917	$49,236	3.0%	Defined
Russell Investments Japan Co., LTD. joint	12,814	$161,071	9.8%	Other
Russell Investments Limited joint	49,554	$622,893	38.0%	Other
Russell Investments Trust Company joint	24,041	$302,195	18.4%	Other

STIFEL FINANCIAL CORP

$1,586,019

0.26%

126,175

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	126,134	$1,585,504	100.0%	Defined
Held directly	41	$515	0.0%	Defined

VICTORY CAPITAL MANAGEMENT INC

$1,274,158

0.21%

101,365

Balyasny Asset Management L.P.

$1,270,148

0.21%

101,046

Qube Research & Technologies Ltd

$1,162,134

0.19%

92,453

J. Goldman & Co LP

$1,111,188

0.18%

88,400

PDT Partners, LLC

$1,056,156

0.17%

84,022

CITADEL ADVISORS LLC

$1,047,081

0.17%

83,300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	83,300	$1,047,081	100.0%	Defined

Bank of New York Mellon Corp

$1,024,504

0.17%

81,504

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	27,260	$342,658	33.4%	Defined
The Bank of New York Mellon	54,243	$681,834	66.6%	Defined
Held directly	1	$12	0.0%	Defined

Walleye Capital LLC

$1,009,446

0.16%

80,306

FRANKLIN RESOURCES INC

$937,557

0.15%

74,587

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FIDUCIARY TRUST INTERNATIONAL LLC	120	$1,508	0.2%	Defined
FRANKLIN ADVISERS INC	70,402	$884,953	94.4%	Defined
FRANKLIN ADVISORY SERVICES LLC	1,008	$12,670	1.4%	Defined
PUTNAM ADVISORY CO LLC	3,057	$38,426	4.1%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$925,152

0.15%

73,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	73,600	$925,152	100.0%	Other

Amundi

$883,808

0.14%

70,311

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Amundi Asset Management	7,205	$90,566	10.2%	Defined
CPR Asset Management	63,106	$793,242	89.8%	Defined

STATE OF WISCONSIN INVESTMENT BOARD

$883,784

0.14%

70,309

Allianz Asset Management GmbH

$882,112

0.14%

70,176

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Allianz Global Investors GmbH	70,176	$882,112	100.0%	Defined

WINMILL & CO. INC

$818,332

0.13%

65,102

PEAK6 LLC

$786,882

0.13%

62,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PEAK6 Investments LLC joint	62,600	$786,882	100.0%	Defined

Swiss National Bank

$764,256

0.12%

60,800

BLAIR WILLIAM & CO/IL

$704,498

0.11%

56,046

GLOBEFLEX CAPITAL L P

$702,034

0.11%

55,850

Campbell & CO Investment Adviser LLC

$585,975

0.10%

46,617

RHUMBLINE ADVISERS

$577,365

0.09%

45,932

Hillsdale Investment Management Inc.

$576,963

0.09%

45,900

JANE STREET GROUP, LLC

$565,650

0.09%

45,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	45,000	$565,650	100.0%	Defined

Allspring Global Investments Holdings, LLC

$563,525

0.09%

44,831

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Allspring Global Investments, LLC reporting on behalf of UBS ASSET MANAGEMENT AMERICAS INC	44,831	$563,525	100.0%	Defined

SEI INVESTMENTS CO

$561,087

0.09%

44,637

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI TRUST CO	44,637	$561,087	100.0%	Sole

Mariner, LLC

$516,966

0.08%

41,127

Caption Management, LLC

$471,563

0.08%

37,515

PRICE T ROWE ASSOCIATES INC /MD/

$466,045

0.08%

37,076

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	37,076	$466,045	100.0%	Defined

MILLENNIUM MANAGEMENT LLC

$465,907

0.08%

37,065

DEUTSCHE BANK AG\

$430,572

0.07%

34,254

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS INVESTMENT MANAGEMENT AMERICAS, INC	664	$8,346	1.9%	Defined
DWS Investments UK Ltd	33,590	$422,226	98.1%	Defined

Lighthouse Investment Partners, LLC

$427,392

0.07%

34,001

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
North Rock Capital Management, LLC	34,001	$427,392	100.0%	Defined

UBS Group AG

$422,377

0.07%

33,602

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	33,602	$422,377	100.0%	Defined

BARCLAYS PLC

$381,486

0.06%

30,349

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	30,267	$380,456	99.7%	Defined
BARCLAYS CAPITAL INC.	82	$1,030	0.3%	Defined

WELLS FARGO & COMPANY/MN

$354,008

0.06%

28,163

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	28,146	$353,795	99.9%	Defined
WELLS FARGO CLEARING SERVICES, LLC	17	$213	0.1%	Defined

Legal & General Group Plc

$346,087

0.06%

27,533

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	3,028	$38,061	11.0%	Defined
Legal & General Investment Management Ltd joint	24,505	$308,026	89.0%	Defined

Brevan Howard Capital Management LP

$340,860

0.06%

27,117

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brevan Howard US Investment Management, LP	27,117	$340,860	100.0%	Defined

Dynamic Technology Lab Private Ltd

$337,730

0.05%

26,868

FMR LLC

$331,671

0.05%

26,386

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	25,753	$323,715	97.6%	Defined
STRATEGIC ADVISERS LLC	17	$213	0.1%	Defined
FIAM LLC	616	$7,743	2.3%	Defined

Invesco Ltd.

$327,309

0.05%

26,039

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	4,793	$60,247	18.4%	Defined
Invesco Trust Co joint	13,172	$165,572	50.6%	Defined
Invesco Capital Management LLC	8,074	$101,490	31.0%	Defined

State of Alaska, Department of Revenue

$325,085

0.05%

25,862

TUDOR INVESTMENT CORP ET AL

$323,652

0.05%

25,748

ALLSTATE CORP

$317,857

0.05%

25,287

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ALLSTATE INVESTMENTS LLC	25,287	$317,857	100.0%	Sole

AXQ CAPITAL, LP

$315,720

0.05%

25,117

Abel Hall, LLC

$307,625

0.05%

24,473

CITIGROUP INC

$301,717

0.05%

24,003

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	24,003	$301,717	100.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$292,214

0.05%

23,247

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	23,247	$292,214	100.0%	Other

Corient Private Wealth LLC

$289,273

0.05%

23,013

Quantbot Technologies LP

$271,109

0.04%

21,568

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	21,568	$271,109	100.0%	Sole

MetLife Investment Management, LLC

$269,023

0.04%

21,402

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	21,402	$269,023	100.0%	Defined

JUPITER ASSET MANAGEMENT LTD

$266,132

0.04%

21,172

Zurcher Kantonalbank (Zurich Cantonalbank)

$234,329

0.04%

18,642

VANGUARD ASSET MANAGEMENT, Ltd

$219,032

0.04%

17,425

Graham Capital Management, L.P.

$215,940

0.04%

17,179

MERCER GLOBAL ADVISORS INC /ADV

$208,599

0.03%

16,595

Creative Planning

$203,884

0.03%

16,220

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CREATIVE PLANNING TRUST Co LLC	5,973	$75,080	36.8%	Defined
Held directly	10,247	$128,804	63.2%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NOMURA SECURITIES INTERNATIONAL INC	16,058	$201,849	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	14,208	$178,594	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JANUS HENDERSON INVESTORS UK Ltd	13,862	$174,245	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PGIM Quantitative Solutions LLC	11,145	$140,092	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO Family Office, LLC	10,494	$131,909	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	9,690	$121,803	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	3,026	$38,036	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	2,886	$36,277	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	937	$11,778	54.2%	Defined
RBC Capital Markets, LLC	791	$9,942	45.8%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	508	$6,385	49.0%	Defined
Osaic Advisory Services, LLC	529	$6,649	51.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	212	$2,663	26.2%	Sole
Held directly	598	$7,516	73.8%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER & CO. LLC	670	$8,421	98.0%	Defined
ROCKEFELLER FINANCIAL LLC	14	$175	2.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
FEDERATED MDTA LLC	464	$5,832	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Optiver VOF	126	$1,583	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	64	$803	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	39	$490	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Boathouse Row I, L.P. joint	480,000	$4,464,000	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dynasty Wealth Management, LLC joint	39,724	$369,433	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	17,807	$165,605	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JANUS HENDERSON INVESTORS UK Ltd	13,862	$128,916	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JEFFERIES LLC	10,000	$93,000	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JEFFERIES LLC	10,000	$93,000	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	57	$530	100.0%	Sole

Key facts CIK 1818383 CUSIP 58450V104 13F (30d) 145 filings 144 filers Visit website Investor relations