MLM · Martin Marietta Materials Inc · Shareholders & Ownership

$509.02 +1.44 (+0.28%) At close · Oct 21

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$30.49B

60.07M

Volume · Oct 21 508.02K Avg daily vol (3M) 728.66K

Every disclosed holder of MLM 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 MLM

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)	1,076	59,163,472	98.50%	Yes
Insiders (Forms 3, 4, 5)	24	11,473,385	19.10%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	10,571,018	-17.60%	Negative
Registered funds (N-PORT, not summed)	694	23,863,443	39.73%	No

Shares outstanding: 60,065,839, the issuer's latest cover-page count restated onto today's split basis.

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 MLM

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	LNA Holding SRL 13D CIK 2149734 · Unknown · Aug 21, 2026 Item 4 purpose: Control or board seats, Other not summed	10,953,543	18.24%	—	Aug 21, 2026	not summed
1.1	LNA Holding SRL Insider CIK 2149734 · Aug 21, 2026 10% Owner, issuer-wide	10,953,543	18.24%	—	Aug 21, 2026	10% Owner, issuer-wide
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	4,692,446	7.81%	+6,689	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	826,082	1.38%	+50,670	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	245,680	0.41%	+16,401	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	133,236	0.22%	-4,456	Jun 30, 2026	iShares Trust, not summed
2.4	iShares S&P 500 Value ETF Fund S000004312 · Registered fund · Jun 30, 2026 iShares Trust, not summed	98,710	0.16%	-5,346	Jun 30, 2026	iShares Trust, not summed
2.5	iShares U.S. Infrastructure ETF Fund S000061314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	96,857	0.16%	+3,893	Jun 30, 2026	iShares Trust, not summed
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,929,705	6.54%	+12,322	Jun 30, 2026	carried, not yet filed for the newest quarter
4	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,197,395	5.32%	+36,951	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	3,159,639	5.26%	+282,071	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	STATE STREET CORP 13G CIK 93751 · Bank · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	3,162,829	5.27%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5.2	State Street(R) Materials Select Sector SPDR(R) ETF Fund S000006414 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	643,858	1.07%	+155,376	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
5.3	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	143,155	0.24%	+16,271	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	ELFUN TRUSTS Fund S000011821 · Registered fund · Jun 30, 2026 ELFUN TRUSTS, not summed	103,604	0.17%	+34,520	Jun 30, 2026	ELFUN TRUSTS, not summed
5.5	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	73,037	0.12%	+2,160	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,446,762	4.07%	+46,983	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	2,192,603	3.65%	-415,376	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Fidelity Magellan Fund Fund S000007112 · Registered fund · Jun 30, 2026 Fidelity Magellan Fund, not summed	787,904	1.31%	-2,500	Jun 30, 2026	Fidelity Magellan Fund, not summed
7.2	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	771,751	1.28%	+4,268	May 31, 2026	Fidelity Concord Street Trust, not summed
7.3	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	272,592	0.45%	+112,175	May 31, 2026	Fidelity Rutland Square Trust II, not summed
7.4	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	226,307	0.38%	+4,173	Jul 31, 2026	Fidelity Salem Street Trust, not summed
7.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	113,871	0.19%	+930	May 31, 2026	Fidelity Concord Street Trust, not summed
8	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,116,369	3.52%	+22,427	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	MidCap Fund Fund S000007075 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,568,414	2.61%	+30,661	Jul 31, 2026	Principal Funds, Inc, not summed
8.2	MidCap Account Fund S000007662 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	32,954	0.05%	+3,372	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
8.3	LargeCap S&P 500 Index Fund Fund S000007016 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	12,377	0.02%	-323	Jul 31, 2026	Principal Funds, Inc, not summed
8.4	LargeCap S&P 500 Index Account Fund S000007660 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	2,264	0.00%	-230	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
8.5	MidCap Value Fund I Fund S000007173 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,329	0.00%	+487	Jul 31, 2026	Principal Funds, Inc, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,912,812	3.18%	-23	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	Aristotle Capital Management, LLC 13F CIK 860644 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,831,597	3.05%	-123,503	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,783,432	2.97%	+146,285	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	Victory Pioneer Fund Fund S000089764 · Registered fund · Jun 30, 2026 Victory Portfolios IV, not summed	716,153	1.19%	-30,375	Jun 30, 2026	Victory Portfolios IV, not summed
11.2	Victory Global Energy Transition Fund Fund S000053568 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	19,420	0.03%	+12,810	Jun 30, 2026	Victory Portfolios, not summed
11.3	Victory 500 Index Fund Fund S000012915 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	13,969	0.02%	-218	Jul 31, 2026	Victory Portfolios III, not summed
11.4	Victory Pioneer Fund VCT Portfolio Fund S000089718 · Registered fund · Jun 30, 2026 Victory Variable Insurance Funds II, not summed	12,196	0.02%	-76	Jun 30, 2026	Victory Variable Insurance Funds II, not summed
11.5	Victory Integrity Mid-Cap Value Fund Fund S000046397 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	5,344	0.01%	0	Jun 30, 2026	Victory Portfolios, not summed
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,601,490	2.67%	+12,556	Jun 30, 2026	carried, not yet filed for the newest quarter
13	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,599,324	2.66%	+110,484	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	T. Rowe Price Mid-Cap Growth Fund, Inc. Fund S000002102 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed	374,995	0.62%	-76,865	Jun 30, 2026	T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed
13.2	T. Rowe Price Value Fund, Inc. Fund S000002125 · Registered fund · Jun 30, 2026 T. ROWE PRICE VALUE FUND, INC., not summed	286,502	0.48%	+21,462	Jun 30, 2026	T. ROWE PRICE VALUE FUND, INC., not summed
13.3	T. Rowe Price U.S. Large-Cap Core Fund, Inc. Fund S000026126 · Registered fund · Jun 30, 2026 T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC., not summed	159,171	0.27%	+3,661	Jun 30, 2026	T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC., not summed
13.4	T. Rowe Price Dividend Growth Fund, Inc. Fund S000002075 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed	102,533	0.17%	-6,627	Jun 30, 2026	T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed
13.5	T. Rowe Price Institutional Mid-Cap Equity Growth Fund Fund S000002092 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	40,742	0.07%	-14,598	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
14	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,556,267	2.59%	+23,198	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,466,887	2.44%	-393,339	Jun 30, 2026	carried, not yet filed for the newest quarter
16	TCI FUND MANAGEMENT LTD 13F CIK 1647251 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,315,109	2.19%	+1,315,109	Jun 30, 2026	carried, not yet filed for the newest quarter
17	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,305,662	2.17%	+3,149	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
18	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,163,330	1.94%	+277,475	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Goldman Sachs Mid Cap Value Fund Fund S000009320 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	46,924	0.08%	+10,835	May 31, 2026	Goldman Sachs Trust, not summed
18.2	Goldman Sachs Mid Cap Growth Fund Fund S000009321 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	25,006	0.04%	-5,214	May 31, 2026	Goldman Sachs Trust, not summed
18.3	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	24,573	0.04%	+2,166	May 31, 2026	Goldman Sachs ETF Trust, not summed
18.4	Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Fund S000009358 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	24,215	0.04%	+8,870	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
18.5	Goldman Sachs Large Cap Equity Fund Fund S000009315 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	13,878	0.02%	-26	May 31, 2026	Goldman Sachs Trust, not summed
19	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,012,016	1.68%	-329,585	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	197	0.00%	+1	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
19.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	122	0.00%	+9	Jul 31, 2026	E Trade Trust, not summed
19.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	91	0.00%	+9	Jul 31, 2026	E Trade Trust, not summed
19.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	26	0.00%	-1	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
19.5	Permanence Portfolio Fund S000068163 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND INC, not summed	6	0.00%	0	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND INC, not summed
20	Select Equity Group, L.P. 13F CIK 1592643 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,011,255	1.68%	-22,165	Jun 30, 2026	carried, not yet filed for the newest quarter
21	BAILLIE GIFFORD & CO 13F CIK 1088875 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	991,786	1.65%	-95,594	Jun 30, 2026	carried, not yet filed for the newest quarter
22	GARDNER RUSSO & QUINN LLC 13F CIK 860643 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	705,367	1.17%	-10,044	Jun 30, 2026	carried, not yet filed for the newest quarter
23	KING LUTHER CAPITAL MANAGEMENT CORP 13F CIK 310051 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	653,184	1.09%	-13,538	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	LKCM Equity Fund Fund S000004608 · Registered fund · Jun 30, 2026 LKCM Funds, not summed	18,000	0.03%	0	Jun 30, 2026	LKCM Funds, not summed
23.2	LKCM Balanced Fund Fund S000004605 · Registered fund · Jun 30, 2026 LKCM Funds, not summed	2,800	0.00%	0	Jun 30, 2026	LKCM Funds, not summed
23.3	LKCM Aquinas Catholic Equity Fund Fund S000004610 · Registered fund · Jun 30, 2026 LKCM Funds, not summed	1,800	0.00%	-200	Jun 30, 2026	LKCM Funds, not summed
24	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	649,575	1.08%	-41,338	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	336,983	0.56%	+54,710	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
24.2	Invesco Building & Construction ETF Fund S000003040 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	40,329	0.07%	+7,060	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
24.3	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	22,497	0.04%	+1,113	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
24.4	Invesco Global Core Equity Fund Fund S000000213 · Registered fund · Jun 30, 2026 AIM Funds Group (Invesco Funds Group), not summed	14,632	0.02%	-1,171	Jun 30, 2026	AIM Funds Group (Invesco Funds Group), not summed
24.5	Invesco S&P 500 Equal Weight Materials ETF Fund S000060816 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	11,833	0.02%	+489	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
25	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	641,321	1.07%	-311,080	Jun 30, 2026	carried, not yet filed for the newest quarter
26	ALKEON CAPITAL MANAGEMENT LLC 13F CIK 1230239 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	627,351	1.04%	-120,000	Jun 30, 2026	carried, not yet filed for the newest quarter
27	VANGUARD WINDSOR II FUND Fund S000004418 · Registered fund · Jul 31, 2026 VANGUARD WINDSOR FUNDS, not summed	621,279	1.03%	0	Jul 31, 2026	VANGUARD WINDSOR FUNDS, not summed
28	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	586,145	0.98%	+39,975	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	140,198	0.23%	-320	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
28.2	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	49,504	0.08%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
28.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	42,522	0.07%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
28.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	39,788	0.07%	-142	Jul 31, 2026	Dimensional ETF Trust, not summed
28.5	Dimensional U.S. Marketwide Value ETF Fund S000075030 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	37,061	0.06%	+206	Jul 31, 2026	Dimensional ETF Trust, not summed
29	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	570,346	0.95%	-16,155	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	18,354	0.03%	-136	Jun 30, 2026	Northern Funds, not summed
29.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	2,828	0.00%	-9	Jun 30, 2026	Northern Funds, not summed
29.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,264	0.00%	-122	Jul 31, 2026	FlexShares Trust, not summed
30	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	557,143	0.93%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
31	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	492,536	0.82%	+32,017	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	133,926	0.22%	-53	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
31.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	127,514	0.21%	+11,820	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	64,056	0.11%	+1,961	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	36,382	0.06%	+977	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
31.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	35,650	0.06%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
32	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	486,058	0.81%	+38,010	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Global X U.S. Infrastructure Development ETF Fund S000056509 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	442,364	0.74%	+28,682	May 31, 2026	GLOBAL X FUNDS, not summed
32.2	Global X S&P 500 Covered Call ETF Fund S000063353 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	2,667	0.00%	-637	Jul 31, 2026	GLOBAL X FUNDS, not summed
32.3	Global X S&P 500 Catholic Values ETF Fund S000050646 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	1,235	0.00%	+43	Jul 31, 2026	GLOBAL X FUNDS, not summed
32.4	Global X Adaptive U.S. Risk Management ETF Fund S000070582 · Registered fund · May 31, 2026 GLOBAL X FUNDS, not summed	138	0.00%	-6	May 31, 2026	GLOBAL X FUNDS, not summed
32.5	Global X S&P 500 Covered Call & Growth ETF Fund S000069248 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	67	0.00%	0	Jul 31, 2026	GLOBAL X FUNDS, not summed
33	VANGUARD MID-CAP GROWTH INDEX FUND Fund S000012756 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	461,634	0.77%	+2,895	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
34	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	459,327	0.76%	-68,872	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Franklin Growth Fund Fund S000006755 · Registered fund · Jun 30, 2026 Franklin Custodian Funds, not summed	275,292	0.46%	-41,000	Jun 30, 2026	Franklin Custodian Funds, not summed
34.2	Franklin Growth Opportunities Fund Fund S000006878 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	53,572	0.09%	0	Jul 31, 2026	Franklin Strategic Series, not summed
34.3	Franklin Natural Resources Fund Fund S000006887 · Registered fund · Jul 31, 2026 Franklin Strategic Series, not summed	18,100	0.03%	+1,000	Jul 31, 2026	Franklin Strategic Series, not summed
34.4	Franklin Allocation VIP Fund Fund S000017299 · Registered fund · Jun 30, 2026 Franklin Templeton Variable Insurance Products Trust, not summed	3,378	0.01%	+170	Jun 30, 2026	Franklin Templeton Variable Insurance Products Trust, not summed
34.5	Franklin U.S. Equity Index ETF Fund S000053154 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	1,818	0.00%	+201	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
35	VANGUARD GROWTH INDEX FUND Fund S000002842 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	426,028	0.71%	+18,622	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
36	CIBC Bancorp USA Inc. 13F CIK 1711924 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	390,665	0.65%	-83,878	Jun 30, 2026	carried, not yet filed for the newest quarter
37	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	390,429	0.65%	+36,261	Jun 30, 2026	carried, not yet filed for the newest quarter
38	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	386,046	0.64%	+46,228	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	103	0.00%	+8	May 31, 2026	UBS INVESTMENT TRUST, not summed
38.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	46	0.00%	+14	Jun 30, 2026	UBS FUNDS, not summed
39	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	345,624	0.58%	-25,334	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	5,156	0.01%	+6	Jul 31, 2026	BNY Mellon ETF Trust, not summed
40	D1 Capital Partners L.P. 13F CIK 1747057 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	345,060	0.57%	+22,203	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	339,743	0.57%	+1,126	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
42	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	337,299	0.56%	-1,990	Jun 30, 2026	carried, not yet filed for the newest quarter
43	DAVENPORT & Co LLC 13F CIK 887777 · Registered investment adviser · Sep 30, 2026	328,039	0.55%	-8,752	Sep 30, 2026
43.1	DAVENPORT EQUITY OPPORTUNITIES FUND Fund S000030555 · Registered fund · Jun 30, 2026 Williamsburg Investment Trust, not summed	55,411	0.09%	0	Jun 30, 2026	Williamsburg Investment Trust, not summed
43.2	DAVENPORT CORE LEADERS FUND Fund S000001559 · Registered fund · Jun 30, 2026 Williamsburg Investment Trust, not summed	49,805	0.08%	0	Jun 30, 2026	Williamsburg Investment Trust, not summed
43.3	DAVENPORT INSIDER BUYING FUND Fund S000082904 · Registered fund · Jun 30, 2026 Williamsburg Investment Trust, not summed	5,000	0.01%	0	Jun 30, 2026	Williamsburg Investment Trust, not summed
44	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	325,984	0.54%	-14,048	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
45	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	286,485	0.48%	+7,586	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
46	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	278,806	0.46%	+12,196	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	263,497	0.44%	-620	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Skye Global Management LP 13F CIK 1675884 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	252,000	0.42%	-16,000	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	249,518	0.42%	-17,020	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Nye C Howard Insider CIK 1373147 · Mar 1, 2026 Director, Chairman, Pres & CEO, issuer-wide	246,438	0.41%	+5,919	Mar 1, 2026	Director, Chairman, Pres & CEO, issuer-wide

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Key facts CIK 916076 CUSIP 573284106 13F (30d) 184 filings 179 filers Visit website Investor relations