MUR · Murphy Oil Corp · Shareholders & Ownership

$43.09 +0.55 (+1.29%)

S&P 400 member Russell 2000 member Rebalance outlook locked

Market Cap

$6.10B

143.38M

Volume · Oct 20 1.62M Avg daily vol (3M) 1.68M

Every disclosed holder of MUR 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 MUR

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

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	436	126,370,689	88.14%	Yes
Insiders (Forms 3, 4, 5)	22	7,355,684	5.13%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	9,654,752	6.73%	Rest
Registered funds (N-PORT, not summed)	393	69,851,314	48.72%	No

Shares outstanding: 143,381,125, the issuer's latest cover-page count restated onto today's split basis.

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 MUR

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	19,241,833	13.42%	+1,005,902	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	4,614,288	3.22%	+172,002	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,561,802	2.48%	+249,682	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,301,702	0.91%	+138,632	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	675,064	0.47%	-7,070	Jun 30, 2026	iShares Trust, not summed
1.5	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · May 29, 2026 BlackRock Funds, not summed	284,614	0.20%	+157,128	May 29, 2026	BlackRock Funds, not summed
2	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,386,298	5.85%	+214,913	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,999,257	1.39%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
2.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,216,311	0.85%	+15,603	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
2.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	1,045,252	0.73%	+5,621	Jul 31, 2026	Dimensional ETF Trust, not summed
2.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	779,697	0.54%	+33,764	Jul 31, 2026	Dimensional ETF Trust, not summed
2.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	583,654	0.41%	+7,800	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,768,499	5.42%	+192,500	Jun 30, 2026	carried, not yet filed for the newest quarter
4	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	7,316,708	5.10%	+590,080	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	American Century Investment Management, Inc. 13G CIK 52388 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	7,316,708	5.10%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.2	Small Cap Growth Fund Fund S000006193 · Registered fund · Jul 31, 2026 American Century Mutual Funds, Inc., not summed	1,309,512	0.91%	+33,427	Jul 31, 2026	American Century Mutual Funds, Inc., not summed
4.3	Global Small Cap Fund Fund S000053103 · Registered fund · May 31, 2026 American Century World Mutual Funds, Inc., not summed	7,575	0.01%	—	May 31, 2026	American Century World Mutual Funds, Inc., not summed
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,305,789	5.10%	-73,361	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF Fund S000012319 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,987,691	1.39%	-445,463	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	682,054	0.48%	+25,954	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF Fund S000006988 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	206,249	0.14%	+180	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	46,600	0.03%	+200	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	29,502	0.02%	+360	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,114,588	4.26%	+47,338	Jun 30, 2026	carried, not yet filed for the newest quarter
7	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,112,517	3.57%	+455,661	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Schwab U.S. Dividend Equity ETF Fund S000034163 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	3,205,109	2.24%	-943,845	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
7.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	645,087	0.45%	-5,127	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
7.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	336,987	0.24%	+40,361	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
7.4	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	286,300	0.20%	-14,101	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
7.5	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	135,407	0.09%	-5,042	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,366,590	3.05%	+684,054	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,321,480	3.01%	-3,935	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	4,261,034	2.97%	+314,415	May 31, 2026	American Century ETF Trust, not summed
11	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,124,432	2.18%	-4,042	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,876,215	2.01%	-35,153	Jun 30, 2026	carried, not yet filed for the newest quarter
13	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,765,612	1.93%	-454,773	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	1,517,684	1.06%	+179,510	Jul 31, 2026	Fidelity Salem Street Trust, not summed
13.2	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	689,820	0.48%	-17,695	May 31, 2026	Fidelity Concord Street Trust, not summed
13.3	Fidelity Mid-Cap Stock Fund Fund S000055365 · Registered fund · Jul 31, 2026 Fidelity Concord Street Trust, not summed	509,600	0.36%	0	Jul 31, 2026	Fidelity Concord Street Trust, not summed
13.4	Fidelity SAI Small-Mid Cap Momentum Index Fund Fund S000050321 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	409,917	0.29%	+29,692	Jul 31, 2026	Fidelity Salem Street Trust, not summed
13.5	Fidelity Enhanced Small Cap Core ETF Fund S000081807 · Registered fund · Jun 30, 2026 Fidelity Covington Trust, not summed	258,670	0.18%	-179,906	Jun 30, 2026	Fidelity Covington Trust, not summed
14	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,738,389	1.91%	+15,410	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Hotchkis and Wiley Small Cap Value Fund Fund S000006215 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	683,000	0.48%	+95,100	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
14.2	Hotchkis & Wiley Opportunities Fund Fund S000006216 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	238,400	0.17%	-79,700	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
14.3	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	115,000	0.08%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
14.4	Hotchkis and Wiley Mid-Cap Value Fund Fund S000006214 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	47,100	0.03%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
14.5	HW Opportunities MP Fund Fund S000083057 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	13,700	0.01%	-4,300	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
15	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,707,294	1.89%	+83,861	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Invesco Small Cap Value Fund Fund S000027837 · Registered fund · Jul 31, 2026 AIM Sector Funds (Invesco Sector Funds), not summed	2,260,804	1.58%	+221,328	Jul 31, 2026	AIM Sector Funds (Invesco Sector Funds), not summed
15.2	Invesco S&P MidCap Value with Momentum ETF Fund S000003057 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	119,771	0.08%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
15.3	Invesco S&P Ultra Dividend Revenue ETF Fund S000064597 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	100,874	0.07%	-28,324	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
15.4	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	85,640	0.06%	-8,740	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
15.5	Invesco S&P Midcap 400 Pure Value ETF Fund S000060796 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	75,058	0.05%	+379	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
16	DEMING CLAIBORNE P Insider CIK 1166951 · Sep 30, 2026 Director, issuer-wide	2,676,854	1.87%	0	Sep 30, 2026	Director, issuer-wide
17	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,437,039	1.70%	-873,845	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Encompass Capital Advisors LLC 13F CIK 1541901 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,250,000	1.57%	+2,250,000	Jun 30, 2026	carried, not yet filed for the newest quarter
19	MURPHY ROBERT MADISON Insider CIK 1216894 · Feb 11, 2026 Director, issuer-wide	2,115,825	1.48%	-43,148	Feb 11, 2026	Director, issuer-wide
20	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,007,234	1.40%	+115,924	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	87,616	0.06%	+3,246	Jun 30, 2026	Northern Funds, not summed
20.2	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	70,145	0.05%	+7,777	Jun 30, 2026	Northern Funds, not summed
20.3	Small Cap Value Fund Fund S000001246 · Registered fund · Jun 30, 2026 Northern Funds, not summed	34,721	0.02%	—	Jun 30, 2026	Northern Funds, not summed
20.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	24,174	0.02%	-312	Jul 31, 2026	FlexShares Trust, not summed
20.5	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	16,661	0.01%	-475	Jun 30, 2026	Northern Funds, not summed
21	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,978,420	1.38%	-13,902	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
22	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,914,026	1.33%	+420,236	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	1,235,036	0.86%	+192,069	Jun 30, 2026	PIMCO Equity Series, not summed
22.2	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	5,831	0.00%	+774	Jun 30, 2026	PIMCO Equity Series, not summed
23	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,759,416	1.23%	-63,115	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	75,384	0.05%	+75,239	Jun 30, 2026	AQR Funds, not summed
23.2	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	59,501	0.04%	0	Jun 30, 2026	AQR Funds, not summed
23.3	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	29,895	0.02%	—	Jun 30, 2026	AQR Funds, not summed
23.4	AQR Alternative Risk Premia Fund Fund S000058563 · Registered fund · Jun 30, 2026 AQR Funds, not summed	20,685	0.01%	+10,801	Jun 30, 2026	AQR Funds, not summed
23.5	AQR LSE Fusion Fund Fund S000093171 · Registered fund · Jun 30, 2026 AQR Funds, not summed	370	0.00%	0	Jun 30, 2026	AQR Funds, not summed
24	HUNTINGTON NATIONAL BANK 13F CIK 49205 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,735,078	1.21%	-11,419	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	1,559,871	1.09%	-290,271	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	310	0.00%	+232	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	1,545,829	1.08%	+48,113	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,525,832	1.06%	-45,288	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	BNY Mellon US Small Cap Core Equity ETF Fund S000067262 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	4,973	0.00%	+145	Jul 31, 2026	BNY Mellon ETF Trust, not summed
28	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,404,146	0.98%	-431,910	Jun 30, 2026	carried, not yet filed for the newest quarter
29	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,204,310	0.84%	-789,675	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Victory Global Energy Transition Fund Fund S000053568 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	431,894	0.30%	—	Jun 30, 2026	Victory Portfolios, not summed
29.2	Victory Integrity Small-Cap Value Fund Fund S000046393 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	296,150	0.21%	-14,850	Jun 30, 2026	Victory Portfolios, not summed
29.3	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	171,966	0.12%	+8,190	Jun 30, 2026	Victory Portfolios II, not summed
29.4	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	120,044	0.08%	+8,575	Jun 30, 2026	Victory Portfolios II, not summed
29.5	Victory Small Cap Stock Fund Fund S000012914 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	99,322	0.07%	-1,210	Jul 31, 2026	Victory Portfolios III, not summed
30	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,201,655	0.84%	-273,193	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	19,082	0.01%	-1,594	May 31, 2026	Goldman Sachs ETF Trust, not summed
30.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	2,414	0.00%	-556	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
31	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,040,331	0.73%	+210,076	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	68,300	0.05%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
32	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	1,036,762	0.72%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
32.1	Nuveen S&P 500 Dynamic Overwrite Fund Fund · Registered fund · Jun 30, 2026 Nuveen S&P 500 Dynamic Overwrite Fund, not summed	13,027	0.01%	—	Jun 30, 2026	Nuveen S&P 500 Dynamic Overwrite Fund, not summed
33	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,028,741	0.72%	-31,573	Jun 30, 2026	carried, not yet filed for the newest quarter
34	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,012,557	0.71%	+207,413	Jun 30, 2026	carried, not yet filed for the newest quarter
35	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	897,748	0.63%	+25,220	Jun 30, 2026	carried, not yet filed for the newest quarter
36	American Beacon Small Cap Value Fund Fund S000001818 · Registered fund · Jul 31, 2026 AMERICAN BEACON FUNDS, not summed	888,461	0.62%	+41,461	Jul 31, 2026	AMERICAN BEACON FUNDS, not summed
37	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	866,398	0.60%	-510,412	Jun 30, 2026	carried, not yet filed for the newest quarter
38	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	839,986	0.59%	+147,993	Jun 30, 2026	carried, not yet filed for the newest quarter
39	NEW YORK STATE COMMON RETIREMENT FUND 13F CIK 810265 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	808,559	0.56%	+24,483	Jun 30, 2026	carried, not yet filed for the newest quarter
40	VANGUARD ENERGY INDEX FUND Fund S000004448 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	786,197	0.55%	+58,563	May 31, 2026	VANGUARD WORLD FUND, not summed
41	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	779,660	0.54%	-163,267	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	First Trust Natural Gas ETF Fund S000017177 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	425,499	0.30%	-104,266	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
41.2	First Trust Morningstar Dividend Leaders Index Fund Fund S000010976 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	218,541	0.15%	-39,461	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
41.3	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	126,538	0.09%	+38,523	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
41.4	First Trust Mid Cap Value AlphaDEX Fund Fund S000031805 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	39,805	0.03%	+10,249	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
41.5	First Trust Multi Cap Value AlphaDEX Fund Fund S000017342 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	8,802	0.01%	+3,124	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
42	SEGALL BRYANT & HAMILL, LLC 13F CIK 1006378 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	756,510	0.53%	-130,474	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	SBH SMALL CAP VALUE FUND Fund S000065432 · Registered fund · Jun 30, 2026 Segall Bryant & Hamill Trust, not summed	134,588	0.09%	-54,162	Jun 30, 2026	Segall Bryant & Hamill Trust, not summed
42.2	BARRETT OPPORTUNITY FUND Fund S000081721 · Registered fund · Jun 30, 2026 Segall Bryant & Hamill Trust, not summed	32,034	0.02%	0	Jun 30, 2026	Segall Bryant & Hamill Trust, not summed
43	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	738,269	0.51%	-108,817	Jun 30, 2026	carried, not yet filed for the newest quarter
44	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	694,673	0.48%	+24,696	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
45	Nolan Jeffrey W Insider CIK 1555464 · Sep 30, 2026 Director, issuer-wide	612,845	0.43%	0	Sep 30, 2026	Director, issuer-wide
46	Pacific Heights Asset Management LLC 13F CIK 1323414 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	600,000	0.42%	+50,000	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Permanent Portfolio Fund S000006016 · Registered fund · Jul 31, 2026 PERMANENT PORTFOLIO FAMILY OF FUNDS, not summed	600,000	0.42%	0	Jul 31, 2026	PERMANENT PORTFOLIO FAMILY OF FUNDS, not summed
48	TOCQUEVILLE ASSET MANAGEMENT L.P. 13F CIK 883961 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	571,928	0.40%	+25,115	Jun 30, 2026	carried, not yet filed for the newest quarter
49	SEI INVESTMENTS CO 13F CIK 350894 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	550,421	0.38%	-73,018	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	SIIT U.S. Equity Factor Allocation Fund Fund S000061159 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	103,670	0.07%	+3,200	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
49.2	SIIT SMALL/MID CAP FUND Fund S000006770 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	35,500	0.02%	-13,661	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
49.3	SEI Select Small Cap ETF Fund S000085976 · Registered fund · Jun 30, 2026 SEI EXCHANGE TRADED FUNDS, not summed	24,999	0.02%	-9,809	Jun 30, 2026	SEI EXCHANGE TRADED FUNDS, not summed
49.4	SIIT EXTENDED MARKET INDEX FUND Fund S000035814 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	21,700	0.02%	0	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
49.5	SIIT SMALL CAP FUND Fund S000006772 · Registered fund · May 31, 2026 SEI INSTITUTIONAL INVESTMENTS TRUST, not summed	10,800	0.01%	—	May 31, 2026	SEI INSTITUTIONAL INVESTMENTS TRUST, not summed
50	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	544,285	0.38%	+17,791	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed

79 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 717423 CUSIP 626717102 13F (30d) 47 filings 47 filers Visit website Investor relations