MRTN · Marten Transport Ltd

$14.73 -0.10 (-0.67%) At close · Aug 20

Market Cap

$1.21B

81.66M

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: 229

Total Value: $1,064,542,735

Total Shares: 61,357,150

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 229 13F filers · Δ vs Mar 31, 2026

Top Holder

16.4%

−0.4 pts

Top 5

37.9%

−4.5 pts

Top 10

54.2%

−3.6 pts

HHI

503

Broadly held−52

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +3

Institutional value: +39.5%

Shares held: +5.6%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega GOLDMAN SACHS GROUP INC	+1,481,660	2,101,794
Mega Nuveen, LLC	+1,293,727	1,945,243
Mega FMR LLC	+933,232	2,702,378
Large BESSEMER GROUP INC	+873,347	873,519
Large ROYCE & ASSOCIATES LP	+414,680	1,394,890

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Small NUANCE INVESTMENTS, LLC	−4,263,549	546,871
Mega Boston Partners	−650,668	1,049,147
Mega FIRST TRUST ADVISORS LP	−294,157	10,008
Mega ALLIANCEBERNSTEIN L.P.	−293,236	64,783
Large TEACHER RETIREMENT SYSTEM OF TEXAS	−183,783	363,027

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid CRAMER ROSENTHAL MCGLYNN LLC	1,523,757	$26,437,183
Small 12th Street Asset Management Company, LLC	758,634	$13,162,299
Mega NORGES BANK	379,000	$6,575,650
Large MACKENZIE FINANCIAL CORP	313,098	$5,432,250
Mid Polar Asset Management Partners Inc.	255,800	$4,438,130

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small 4D Advisors, LLC	350,000	$4,595,500
Large VOLORIDGE INVESTMENT MANAGEMENT, LLC	159,568	$2,095,127
Large HRT FINANCIAL LP	142,910	$1,876,408
Mid Numerai GP LLC	88,533	$1,162,438
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	55,778	$732,365

Filter: New 40 Increased 79 Reduced 75 Sold out 37 Unchanged 35

Showing 100 of 232

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BlackRock, Inc.

$174,522,429

16.39%

10,058,930

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	277,873	$4,821,096	2.8%	Sole
BlackRock Investment Management (Australia) Ltd	172	$2,984	0.0%	Sole
BlackRock Asset Management Canada Ltd	471	$8,171	0.0%	Sole
BlackRock Investment Management, LLC	187,625	$3,255,293	1.9%	Sole
BLACKROCK ADVISORS LLC	241,726	$4,193,946	2.4%	Sole
BlackRock Fund Advisors	6,430,502	$111,569,209	63.9%	Sole
BlackRock Institutional Trust Company, N.A.	2,049,842	$35,564,758	20.4%	Sole
BlackRock Japan Co. Ltd	5,996	$104,030	0.1%	Sole
BlackRock Fund Managers Ltd.	8,390	$145,566	0.1%	Sole
BlackRock Asset Management Ireland Ltd	162,205	$2,814,256	1.6%	Sole
BlackRock Asset Management Schweiz AG	10,532	$182,730	0.1%	Sole
Aperio Group, LLC	683,404	$11,857,059	6.8%	Sole
SpiderRock Advisors, LLC	192	$3,331	0.0%	Sole

DIMENSIONAL FUND ADVISORS LP

$86,735,354

8.15%

4,999,156

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.	10,313	$178,930	0.2%	Defined
DFA Australia Ltd.	27,667	$480,022	0.6%	Defined
Dimensional Fund Advisors Pte. Ltd.	1,453	$25,209	0.0%	Defined
Dimensional Ireland Ltd	149,496	$2,593,755	3.0%	Defined
Held directly	4,810,227	$83,457,438	96.2%	Sole

AMERICAN CENTURY COMPANIES INC

$48,594,973

4.56%

2,800,863

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

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	2,800,863	$48,594,973	100.0%	Defined

STATE STREET CORP

$47,254,494

4.44%

2,723,602

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	2,723,602	$47,254,494	100.0%	Defined

FMR LLC

$46,886,257

4.40%

2,702,378

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	2,560,226	$44,419,921	94.7%	Defined
STRATEGIC ADVISERS LLC	15,421	$267,554	0.6%	Defined
FIAM LLC	126,731	$2,198,782	4.7%	Defined

VANGUARD CAPITAL MANAGEMENT LLC

$43,806,303

4.12%

2,524,859

GOLDMAN SACHS GROUP INC

$36,466,124

3.43%

2,101,794

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	471,630	$8,182,780	22.4%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	1,592,028	$27,621,685	75.7%	Defined
Goldman Sachs Trust Company, N.A. joint	38,136	$661,659	1.8%	Other

Nuveen, LLC

$33,749,964

3.17%

1,945,243

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	328,648	$5,702,042	16.9%	Defined
TIAA CREF INVESTMENT MANAGEMENT LLC joint	955,821	$16,583,494	49.1%	Defined
TEACHERS ADVISORS, LLC joint	660,774	$11,464,428	34.0%	Defined

TWO SIGMA INVESTMENTS, LP

$31,760,302

2.98%

1,830,565

GEODE CAPITAL MANAGEMENT, LLC

$26,962,905

2.53%

1,554,058

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	220,301	$3,822,222	14.2%	Defined
Held directly	1,333,757	$23,140,683	85.8%	Defined

CRAMER ROSENTHAL MCGLYNN LLC

$26,437,183

2.48%

1,523,757

ROYCE & ASSOCIATES LP

$24,201,341

2.27%

1,394,890

MORGAN STANLEY

$23,475,744

2.21%

1,353,069

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	855	$14,834	0.1%	Defined
MORGAN STANLEY & CO. LLC	149,500	$2,593,825	11.0%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	639,726	$11,099,246	47.3%	Defined
MORGAN STANLEY SMITH BARNEY LLC	61,678	$1,070,112	4.6%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	501,310	$8,697,727	37.0%	Defined

VANGUARD PORTFOLIO MANAGEMENT LLC

$21,149,303

1.99%

1,218,980

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$20,786,167

1.95%

1,198,050

AMERIPRISE FINANCIAL INC

$18,765,863

1.76%

1,081,606

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	1,074,904	$18,649,584	99.4%	Defined
Ameriprise Financial Services, LLC	6,702	$116,279	0.6%	Defined

Boston Partners

$18,202,699

1.71%

1,049,147

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

Manager	Shares	Value (USD)	% of position	Discretion
Boston Partners Trust Co	30,545	$529,955	2.9%	Defined
Held directly	1,018,602	$17,672,744	97.1%	Defined

Russell Investments Group, Ltd.

$16,004,380

1.50%

922,443

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	516,700	$8,964,743	56.0%	Other
Russell Investments Canada Limited joint	6,806	$118,083	0.7%	Defined
Russell Investments Capital, LLC	133,064	$2,308,660	14.4%	Defined
Russell Investments France SAS	94,748	$1,643,877	10.3%	Defined
Russell Investments Limited	3,019	$52,379	0.3%	Defined
Russell Investments Trust Company joint	168,106	$2,916,638	18.2%	Defined

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$15,957,489

1.50%

919,740

BESSEMER GROUP INC

$15,154,112

1.42%

873,519

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

Manager	Shares	Value (USD)	% of position	Discretion
BESSEMER TRUST CO	21,369	$370,752	2.4%	Defined
BESSEMER TRUST Co NATIONAL ASSOCIATION	664,363	$11,526,697	76.1%	Other
Bessemer Trust CO of Delaware, N.A.	86,331	$1,497,842	9.9%	Defined
BESSEMER TRUST Co OF FLORIDA	97,335	$1,688,761	11.1%	Defined
Bessemer Trust Co of Nevada, National Association	4,121	$70,060	0.5%	Defined

LONDON CO OF VIRGINIA

$14,816,362

1.39%

853,969

12th Street Asset Management Company, LLC

$13,162,299

1.24%

758,634

DEPRINCE RACE & ZOLLO INC

$12,879,980

1.21%

742,362

CITADEL ADVISORS LLC

$12,531,054

1.18%

722,251

NEXT CENTURY GROWTH INVESTORS LLC

$12,132,941

1.14%

699,305

NORTHERN TRUST CORP

$11,584,263

1.09%

667,681

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	594,791	$10,319,623	89.1%	Defined
NORTHERN TRUST GLOBAL INVESTMENTS LTD	44,370	$769,819	6.6%	Defined
MASON STREET ADVISORS, LLC joint	19,422	$336,971	2.9%	Other
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	9,098	$157,850	1.4%	Other

JPMORGAN CHASE & CO

$10,485,748

0.99%

604,366

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.	24,599	$426,792	4.1%	Defined
J.P. Morgan Investment Management Inc.	472,752	$8,202,247	78.2%	Defined
J.P. Morgan Securities LLC	52,368	$908,584	8.7%	Defined
JPMorgan Asset Management (UK) Ltd	54,647	$948,125	9.0%	Defined

NUANCE INVESTMENTS, LLC

$9,488,211

0.89%

546,871

BANK OF AMERICA CORP /DE/

$8,432,809

0.79%

486,041

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	207,105	$3,593,271	42.6%	Defined
BOFA SECURITIES, INC.	11,103	$192,637	2.3%	Defined
MANAGED ACCOUNT ADVISORS LLC joint	267,833	$4,646,901	55.1%	Defined

Creative Planning

$7,276,051

0.68%

419,369

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	6,064	$105,210	1.4%	Defined
Held directly	413,305	$7,170,841	98.6%	Sole

AQR CAPITAL MANAGEMENT LLC

$6,855,417

0.64%

395,125

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

Manager	Shares	Value (USD)	% of position	Discretion
Petros Family Wealth, LLC	169	$2,932	0.0%	Other
RF&L WEALTH MANAGEMENT, LLC	23	$399	0.0%	Other
Arax Advisory Partners	2,681	$46,515	0.7%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	2,301	$39,922	0.6%	Other
Stokes Family Office, LLC	189	$3,279	0.0%	Other
Held directly	389,762	$6,762,370	98.6%	Defined

VANGUARD FIDUCIARY TRUST CO

$6,673,469

0.63%

384,638

NORGES BANK

$6,575,650

0.62%

379,000

TEACHER RETIREMENT SYSTEM OF TEXAS

$6,298,518

0.59%

363,027

HEARTLAND ADVISORS INC

$6,072,500

0.57%

350,000

Bank of New York Mellon Corp

$5,719,737

0.54%

329,668

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

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	171,171	$2,969,816	51.9%	Defined
BNY Mellon Investment Adviser, Inc.	46,486	$806,532	14.1%	Defined
The Bank of New York Mellon	109,913	$1,906,990	33.3%	Defined
BNY Mellon, NA joint	2,097	$36,382	0.6%	Defined
Held directly	1	$17	0.0%	Defined

Invesco Ltd.

$5,607,501

0.53%

323,199

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	24,924	$432,430	7.7%	Defined
Invesco Trust Co joint	23,523	$408,124	7.3%	Defined
Invesco Capital Management LLC	274,752	$4,766,947	85.0%	Defined

NICHOLAS COMPANY, INC.

$5,467,592

0.51%

315,135

MACKENZIE FINANCIAL CORP

$5,432,250

0.51%

313,098

PRINCIPAL FINANCIAL GROUP INC

$4,857,860

0.46%

279,992

Stanley-Laman Group, Ltd.

$4,692,220

0.44%

270,445

Buckland Partners Management Co LLC

$4,642,755

0.44%

267,594

Polar Asset Management Partners Inc.

$4,438,130

0.42%

255,800

UBS Group AG

$4,352,766

0.41%

250,880

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

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	12,458	$216,146	5.0%	Defined
UBS AG	230,185	$3,993,709	91.8%	Defined
UBS Switzerland AG	7,347	$127,470	2.9%	Defined
UBS Securities LLC	890	$15,441	0.4%	Defined

Allianz Asset Management GmbH

$4,186,398

0.39%

241,291

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

Manager	Shares	Value (USD)	% of position	Discretion
Pacific Investment Management Company LLC	241,291	$4,186,398	100.0%	Defined

Aptus Capital Advisors, LLC

$3,545,246

0.33%

204,337

US BANCORP \DE\

$3,478,986

0.33%

200,518

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	200,518	$3,478,986	100.0%	Other

Public Sector Pension Investment Board

$3,445,866

0.32%

198,609

RHUMBLINE ADVISERS

$2,548,784

0.24%

146,904

Legal & General Group Plc

$2,305,224

0.22%

132,866

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	89,051	$1,545,034	67.0%	Defined
Legal & General Investment Management Ltd joint	43,815	$760,190	33.0%	Defined

Connor, Clark & Lunn Investment Management Ltd.

$2,176,574

0.20%

125,451

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

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	125,451	$2,176,574	100.0%	Sole

Verition Fund Management LLC

$2,150,411

0.20%

123,943

Campbell & CO Investment Adviser LLC

$2,099,402

0.20%

121,003

SEI INVESTMENTS CO

$2,091,663

0.20%

120,557

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

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	6,428	$111,525	5.3%	Sole
SEI TRUST CO	114,129	$1,980,138	94.7%	Sole

Swiss National Bank

$1,986,141

0.19%

114,475

CastleKnight Management LP

$1,880,740

0.18%

108,400

Mariner, LLC

$1,863,737

0.18%

107,420

Hudson Bay Capital Management LP

$1,852,633

0.17%

106,780

WINTON GROUP Ltd

$1,603,660

0.15%

92,430

Fulcrum Asset Management LLP

$1,483,945

0.14%

85,530

CITIGROUP INC

$1,386,802

0.13%

79,931

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

Manager	Shares	Value (USD)	% of position	Discretion
Citibank, N.A. joint	6,247	$108,385	7.8%	Defined
Citigroup Financial Products Inc. joint	73,684	$1,278,417	92.2%	Defined

JANE STREET GROUP, LLC

$1,356,770

0.13%

78,200

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	78,200	$1,356,770	100.0%	Defined

Atria Investments, Inc

$1,336,036

0.13%

77,005

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

$1,333,642

0.13%

76,867

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

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	2,740	$47,539	3.6%	Defined
UBS Asset Management Switzerland AG	74,127	$1,286,103	96.4%	Sole

CONFLUENCE INVESTMENT MANAGEMENT LLC

$1,305,691

0.12%

75,256

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

Manager	Shares	Value (USD)	% of position	Discretion
Manager 2	1,466	$25,435	1.9%	Defined
Held directly	73,790	$1,280,256	98.1%	Sole

Quantinno Capital Management LP

$1,304,667

0.12%

75,197

XTX Topco Ltd

$1,280,933

0.12%

73,829

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	73,829	$1,280,933	100.0%	Defined

BARCLAYS PLC

$1,258,308

0.12%

72,525

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

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	71,253	$1,236,239	98.2%	Defined
BARCLAYS CAPITAL INC.	1,272	$22,069	1.8%	Defined

Treasurer of the State of North Carolina

$1,228,223

0.12%

70,791

CITADEL ADVISORS LLC

$1,223,175

0.11%

70,500

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	70,500	$1,223,175	100.0%	Defined

PRICE T ROWE ASSOCIATES INC /MD/

$1,161,443

0.11%

66,942

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	66,942	$1,161,443	100.0%	Defined

ALLIANCEBERNSTEIN L.P.

$1,123,985

0.11%

64,783

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

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	64,783	$1,123,985	100.0%	Defined

DEUTSCHE BANK AG\

$1,091,193

0.10%

62,893

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

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	62,893	$1,091,193	100.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$1,075,700

0.10%

62,000

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

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	62,000	$1,075,700	100.0%	Other

MARTINGALE ASSET MANAGEMENT L P

$1,073,965

0.10%

61,900

PRUDENTIAL FINANCIAL INC

$1,052,676

0.10%

60,673

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	60,673	$1,052,676	100.0%	Defined

ENVESTNET ASSET MANAGEMENT INC

$979,390

0.09%

56,449

Ausbil Investment Management Ltd

$979,199

0.09%

56,438

MILLENNIUM MANAGEMENT LLC

$961,606

0.09%

55,424

EntryPoint Capital, LLC

$942,642

0.09%

54,331

HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND

$931,972

0.09%

53,716

SG Americas Securities, LLC

$888,909

0.08%

51,234

WELLS FARGO & COMPANY/MN

$886,392

0.08%

51,089

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	49,694	$862,190	97.3%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	116	$2,012	0.2%	Defined
WELLS FARGO CLEARING SERVICES, LLC	1,279	$22,190	2.5%	Defined

PDT Partners, LLC

$816,543

0.08%

47,063

Horizon Investments, LLC

$805,959

0.08%

46,453

CANADA LIFE ASSURANCE Co

$789,494

0.07%

45,504

VANGUARD ASSET MANAGEMENT, Ltd

$771,450

0.07%

44,464

MERCER GLOBAL ADVISORS INC /ADV

$766,019

0.07%

44,151

GSA CAPITAL PARTNERS LLP

$760,016

0.07%

43,805

HSBC HOLDINGS PLC

$758,524

0.07%

43,719

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

Manager	Shares	Value (USD)	% of position	Discretion
HSBC BANK PLC	43,719	$758,524	100.0%	Defined

FRANKLIN RESOURCES INC

$753,665

0.07%

43,439

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

Manager	Shares	Value (USD)	% of position	Discretion
FIDUCIARY TRUST CO INTERNATIONAL	66	$1,145	0.2%	Defined
Fiduciary Trust International of the South	122	$2,116	0.3%	Defined
FIDUCIARY TRUST INTERNATIONAL LLC	1,585	$27,499	3.6%	Defined
FRANKLIN ADVISERS INC	41,666	$722,905	95.9%	Defined

Vanguard Personalized Indexing Management, LLC

$702,275

0.07%

40,477

Inspire Investing, LLC

$677,257

0.06%

39,035

Thrivent Financial for Lutherans

$659,976

0.06%

38,039

BNP PARIBAS ARBITRAGE, SA

$620,366

0.06%

35,756

MetLife Investment Management, LLC

$607,093

0.06%

34,991

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

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	34,991	$607,093	100.0%	Defined

Simplicity Wealth,LLC

$566,598

0.05%

32,657

Illinois Municipal Retirement Fund

$522,807

0.05%

30,133

CastleKnight Management LP

$520,500

0.05%

30,000

DARK FOREST CAPITAL MANAGEMENT LP

$508,355

0.05%

29,300

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	27,758	$481,601	98.7%	Defined
JANUS HENDERSON INVESTORS US LLC	375	$6,506	1.3%	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	27,323	$474,054	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
Amundi Asset Management	24,828	$430,765	100.0%	Defined

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	21,304	$369,624	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
Universal-Investment-Gesellschaft mbH	20,538	$356,334	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	18,719	$324,774	93.0%	Defined
Raymond James Financial Services Advisors, Inc.	1,412	$24,498	7.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
Aperio Group, LLC	19,580	$339,713	100.0%	Other

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\	15,746	$273,193	93.3%	Defined
Stifel Independent Advisors, LLC	908	$15,753	5.4%	Defined
Held directly	221	$3,834	1.3%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	16,856	$292,451	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
MANULIFE FINANCIAL CORP joint	16,496	$286,205	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	16,175	$280,636	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	14,673	$254,576	100.0%	Other

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

Manager	Shares	Value (USD)	% of position	Discretion
INTERNAL S&P 600 INDEX	12,510	$217,048	85.9%	Sole
MED S&P 600 STOCK INDEX	2,049	$35,550	14.1%	Sole

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

Manager	Shares	Value (USD)	% of position	Discretion
Cramer Rosenthal McGlynn	13,817	$239,724	100.0%	Other

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	13,359	$231,777	99.0%	Defined
PNC Delaware Trust Company	139	$2,411	1.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
NewEdge Wealth, LLC	11,839	$205,406	100.0%	Other

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

Manager	Shares	Value (USD)	% of position	Discretion
Voya Investment Management Co. LLC joint	11,471	$199,021	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
CAIN, WATTERS & ASSOCIATES, LLC	11,228	$194,805	100.0%	Other

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

Manager	Shares	Value (USD)	% of position	Discretion
Acadian Inc	7,415	$128,650	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.	1,810	$31,403	26.9%	Defined
RBC Capital Markets, LLC	1,355	$23,509	20.1%	Defined
RBC Trust Co (Delaware) Ltd	52	$902	0.8%	Defined
Held directly	3,517	$61,019	52.2%	Sole

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

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	5,385	$93,429	100.0%	Other

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

Manager	Shares	Value (USD)	% of position	Discretion
Atlantic Union Bankshares Corp	4,026	$69,851	100.0%	Defined

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)	2,950	$51,182	100.0%	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	373	$6,471	28.9%	Sole
Held directly	919	$15,944	71.1%	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	497	$8,622	49.6%	Defined
ROCKEFELLER TRUST COMPANY, N.A.	30	$520	3.0%	Defined
ROCKEFELLER FINANCIAL LLC	476	$8,258	47.5%	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.	795	$13,793	100.0%	Sole

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

Manager	Shares	Value (USD)	% of position	Discretion
BNP PARIBAS ASSET MANAGEMENT Europe	784	$13,602	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
Perpetual Ltd	767	$13,307	100.0%	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.	342	$5,933	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	330	$5,725	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	21	$364	100.0%	Other

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

Manager	Shares	Value (USD)	% of position	Discretion
HANTZ FINANCIAL SERVICES, INC. joint	45,311	$594,933	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
Squarepoint Capital LLP	44,495	$584,219	100.0%	Defined

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.	32,322	$424,387	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	27,758	$364,462	100.0%	Defined

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	25,400	$333,502	100.0%	Defined

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	11,011	$144,574	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
55I, LLC	251	$3,295	66.8%	Sole
Held directly	125	$1,641	33.2%	Sole

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

Manager	Shares	Value (USD)	% of position	Discretion
PARAMETRIC PORTFOLIO ASSOCIATES LLC	295	$3,873	100.0%	Other

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

Manager	Shares	Value (USD)	% of position	Discretion
Parkside Financial Bank & Trust	20	$262	100.0%	Defined

Key facts CIK 799167 CUSIP 573075108 13F (30d) 205 filings 205 filers Visit website