MKTX · Marketaxess Holdings Inc · Shareholders & Ownership

$164.66 +0.40 (+0.24%) At close · Oct 22

S&P 600 member Russell 1000 member Rebalance outlook locked

Market Cap

$5.78B

35.19M

Volume · Oct 22 1.85M Avg daily vol (3M) 1.1M

Every disclosed holder of MKTX in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns MKTX

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	402	38,791,510	110.23%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	3,598,619	-10.23%	Negative
Registered funds (N-PORT, not summed)	374	17,508,775	49.75%	No

Shares outstanding: 35,192,891, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of MKTX

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,999,836	11.37%	-75,318	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,125,028	6.04%	0	Jun 30, 2026	iShares Trust, not summed
1.2	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	172,856	0.49%	-135	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	140,605	0.40%	-15,032	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	131,156	0.37%	0	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	77,799	0.22%	-2,309	Jun 30, 2026	iShares Trust, not summed
2	PRIMECAP MANAGEMENT CO/CA/ 13F CIK 763212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,504,905	9.96%	+157,780	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	PRIMECAP MANAGEMENT CO/CA/ 13G CIK 763212 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,504,905	9.96%	+329,480	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	VANGUARD CAPITAL OPPORTUNITY FUND Fund S000002594 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	1,833,050	5.21%	0	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
2.3	PRIMECAP Odyssey Aggressive Growth Fund Fund S000005541 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	939,220	2.67%	+41,960	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
2.4	PRIMECAP Odyssey Growth Fund Fund S000005540 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	395,142	1.12%	+51,090	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
3	North Reef Capital Management LP 13F CIK 1867831 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,395,000	9.65%	+1,520,000	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	North Reef Capital Management LP 13G CIK 1867831 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,395,000	9.65%	+1,520,000	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,100,273	5.97%	-63,398	Jun 30, 2026	carried, not yet filed for the newest quarter
5	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,987,288	5.65%	-696,457	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	AQR CAPITAL MANAGEMENT LLC 13G CIK 1167557 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	1,987,288	5.65%	-570,809	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.2	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	271,721	0.77%	+100,526	Jun 30, 2026	AQR Funds, not summed
5.3	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	104,653	0.30%	+15	Jun 30, 2026	AQR Funds, not summed
5.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	30,271	0.09%	+19,692	Jun 30, 2026	AQR Funds, not summed
5.5	AQR Multi-Asset Fund Fund S000029959 · Registered fund · Jun 30, 2026 AQR Funds, not summed	22,471	0.06%	+14,090	Jun 30, 2026	AQR Funds, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,546,670	4.39%	-62,589	Jun 30, 2026	carried, not yet filed for the newest quarter
7	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,404,998	3.99%	-114,423	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	333,194	0.95%	-21,172	May 31, 2026	Fidelity Rutland Square Trust II, not summed
7.2	Fidelity Balanced Fund Fund S000007151 · Registered fund · May 31, 2026 Fidelity Puritan Trust, not summed	250,183	0.71%	-54,000	May 31, 2026	Fidelity Puritan Trust, not summed
7.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	192,128	0.55%	-2,227	May 31, 2026	Fidelity Concord Street Trust, not summed
7.4	Strategic Advisers U.S. Total Stock Fund Fund S000084926 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	138,766	0.39%	-1,880	May 31, 2026	Fidelity Rutland Square Trust II, not summed
7.5	Fidelity U.S. Equity Central Fund Fund S000070098 · Registered fund · Jun 30, 2026 Fidelity Central Investment Portfolios LLC, not summed	133,747	0.38%	-3,000	Jun 30, 2026	Fidelity Central Investment Portfolios LLC, not summed
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,281,769	3.64%	+912	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	327,235	0.93%	-9,491	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	110,437	0.31%	+4,551	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	84,711	0.24%	-4,868	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.4	State Street(R) SPDR(R) S&P(R) Capital Markets ETF Fund S000006978 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	57,595	0.16%	+20,444	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	11,900	0.03%	-1,000	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
9	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,229,929	3.49%	+263,900	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Neuberger Genesis Fund Fund S000007841 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	582,350	1.65%	+58,449	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
9.2	Neuberger Small-Mid Cap ETF Fund S000084236 · Registered fund · May 31, 2026 Neuberger Berman ETF Trust, not summed	23,768	0.07%	+5,669	May 31, 2026	Neuberger Berman ETF Trust, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,072,669	3.05%	-55,332	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,031,309	2.93%	+522,266	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Goldman Sachs Large Cap Value Insights Fund Fund S000009326 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	18,115	0.05%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
11.2	Goldman Sachs Rising Dividend Growth Fund Fund S000036119 · Registered fund · Jul 31, 2026 GOLDMAN SACHS TRUST, not summed	11,515	0.03%	+1,905	Jul 31, 2026	GOLDMAN SACHS TRUST, not summed
11.3	Goldman Sachs U.S. Equity Insights Fund Fund S000009327 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	2,480	0.01%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
11.4	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	1,866	0.01%	+859	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
11.5	Goldman Sachs Variable Insurance Trust U.S. Equity Insights Fund Fund S000009352 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	1,765	0.01%	-666	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
12	BANK OF MONTREAL /CAN/ 13F CIK 927971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,017,024	2.89%	-3,535	Jun 30, 2026	carried, not yet filed for the newest quarter
13	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	994,772	2.83%	+131,785	Jun 30, 2026	carried, not yet filed for the newest quarter
14	VAN ECK ASSOCIATES CORP 13F CIK 869178 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	924,617	2.63%	-314,668	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	VanEck Morningstar Wide Moat ETF Fund S000036713 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	753,025	2.14%	-89,271	Jun 30, 2026	VanEck ETF Trust, not summed
14.2	VanEck Morningstar SMID Moat ETF Fund S000077508 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	11,362	0.03%	-62	Jun 30, 2026	VanEck ETF Trust, not summed
14.3	VanEck Morningstar Wide Moat Fund Fund S000059554 · Registered fund · Jun 30, 2026 VanEck Funds, not summed	2,335	0.01%	-104	Jun 30, 2026	VanEck Funds, not summed
14.4	VanEck Morningstar Global Wide Moat ETF Fund S000063090 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	920	0.00%	-8	Jun 30, 2026	VanEck ETF Trust, not summed
14.5	VanEck Morningstar Wide Moat Value ETF Fund S000082154 · Registered fund · Jun 30, 2026 VanEck ETF Trust, not summed	310	0.00%	-591	Jun 30, 2026	VanEck ETF Trust, not summed
15	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	773,354	2.20%	-46,316	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
16	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	597,894	1.70%	+16,410	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	80,448	0.23%	-52,950	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	78,022	0.22%	-30,678	Jul 31, 2026	Dimensional ETF Trust, not summed
16.3	U.S. Small Cap Growth Portfolio Fund S000039439 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	42,667	0.12%	-47	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	28,173	0.08%	-4,063	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
16.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	26,420	0.08%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
17	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	572,422	1.63%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
18	McVey Richard M Insider CIK 1296466 · Nov 14, 2024 Director, Executive Chairman, issuer-wide, not summed	564,029	1.60%	-50,000	Nov 14, 2024	Director, Executive Chairman, issuer-wide, not summed
19	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	543,890	1.55%	+19,866	Jun 30, 2026	carried, not yet filed for the newest quarter
20	GUARDCAP ASSET MANAGEMENT Ltd 13F CIK 1732008 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	536,324	1.52%	-107,046	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Azora Capital LP 13F CIK 1700272 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	513,081	1.46%	+513,081	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Davis Asset Management, L.P. 13F CIK 1945894 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	500,000	1.42%	+391,154	Jun 30, 2026	carried, not yet filed for the newest quarter
23	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	481,689	1.37%	+399,530	Jun 30, 2026	carried, not yet filed for the newest quarter
24	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	438,001	1.24%	+5,175	Jun 30, 2026	carried, not yet filed for the newest quarter
25	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	422,864	1.20%	-67,673	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	57	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	407,626	1.16%	-7,254	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	LOS ANGELES CAPITAL MANAGEMENT LLC 13F CIK 1177206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	392,065	1.11%	+382,484	Jun 30, 2026	carried, not yet filed for the newest quarter
28	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	330,815	0.94%	-7,692	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	100,838	0.29%	+208	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	56,636	0.16%	+312	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	38,841	0.11%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
28.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	22,013	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
28.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	21,622	0.06%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29	Blackstone Alternative Multi-Strategy Fund Fund S000045538 · Registered fund · Jun 30, 2026 Blackstone Alternative Investment Funds, not summed	326,024	0.93%	+225,787	Jun 30, 2026	Blackstone Alternative Investment Funds, not summed
30	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	303,517	0.86%	+39,659	Jun 30, 2026	carried, not yet filed for the newest quarter
31	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	278,745	0.79%	+6,507	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	257,642	0.73%	-32,298	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	5,079	0.01%	-469	Jul 31, 2026	BNY Mellon ETF Trust, not summed
33	RDST Capital LLC 13F CIK 1912187 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	247,112	0.70%	-48,155	Jun 30, 2026	carried, not yet filed for the newest quarter
34	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	246,521	0.70%	+10,171	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,246	0.01%	—	Jun 30, 2026	Northern Funds, not summed
34.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	632	0.00%	-908	Jul 31, 2026	FlexShares Trust, not summed
35	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	245,247	0.70%	—	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
36	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	236,057	0.67%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
37	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	223,656	0.64%	-5,771	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	222,147	0.63%	-237,180	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
39	JPMorgan Small Cap Equity Fund Fund S000002794 · Registered fund · Jun 30, 2026 JPMorgan Trust I, not summed	208,314	0.59%	-1,953	Jun 30, 2026	JPMorgan Trust I, not summed
40	HRT FINANCIAL LP 13F CIK 1475597 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	205,854	0.58%	+68,902	Jun 30, 2026	carried, not yet filed for the newest quarter
41	BNP PARIBAS ASSET MANAGEMENT Holding S.A. 13F CIK 1520354 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	204,309	0.58%	+884	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	202,731	0.58%	-2,201	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Victory RS Value Fund Fund S000053562 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	49,360	0.14%	-2,010	Jun 30, 2026	Victory Portfolios, not summed
42.2	Victory RS Large Cap Alpha Fund Fund S000053560 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	44,650	0.13%	0	Jun 30, 2026	Victory Portfolios, not summed
42.3	Victory RS Investors Fund Fund S000053583 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	21,780	0.06%	0	Jun 30, 2026	Victory Portfolios, not summed
42.4	Victory Sustainable World Fund Fund S000012923 · Registered fund · May 31, 2026 Victory Portfolios III, not summed	10,900	0.03%	—	May 31, 2026	Victory Portfolios III, not summed
42.5	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	4,072	0.01%	+101	Jul 31, 2026	Victory Portfolios III, not summed
43	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	201,100	0.57%	-7,831	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
44	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	200,000	0.57%	+32,900	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Connor, Clark & Lunn Investment Management Ltd. 13F CIK 1596800 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	186,658	0.53%	+12,599	Jun 30, 2026	carried, not yet filed for the newest quarter
46	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	173,312	0.49%	-8,486	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	MidCap Value Fund I Fund S000007173 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	103,978	0.30%	+64,054	Jul 31, 2026	Principal Funds, Inc, not summed
46.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	26,186	0.07%	-3,032	Jul 31, 2026	Principal Funds, Inc, not summed
47	Freestone Grove Partners LP 13F CIK 2007591 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	172,799	0.49%	+172,799	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	157,338	0.45%	-34,892	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Sone Capital Management, LLC 13F CIK 2026215 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	155,522	0.44%	-4,444	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	148,468	0.42%	+387	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Nuveen ESG Small-Cap ETF Fund S000055815 · Registered fund · Jul 31, 2026 NuShares ETF Trust, not summed	34,426	0.10%	-4,408	Jul 31, 2026	NuShares ETF Trust, not summed
50.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	33,287	0.09%	+342	Jun 30, 2026	College Retirement Equities Fund, not summed
50.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	30,637	0.09%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
50.4	Nuveen Quant Small/Mid Cap Equity Fund Fund S000054623 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	21,630	0.06%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
50.5	Nuveen Large Cap Value Index Fund Fund S000005388 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	12,181	0.03%	-2,632	Jul 31, 2026	TIAA-CREF Funds, not summed

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Key facts CIK 1278021 CUSIP 57060D108 13F (30d) 55 filings 54 filers Visit website Investor relations