MUSA · Murphy USA Inc. · Shareholders & Ownership

$537.00 -0.64 (-0.12%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$9.88B

18.38M

Volume · Oct 20 178.88K Avg daily vol (3M) 260.44K

Every disclosed holder of MUSA 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 MUSA

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)	614	15,428,910	83.94%	Yes
Insiders (Forms 3, 4, 5)	19	749,077	4.08%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	2,202,360	11.98%	Rest
Registered funds (N-PORT, not summed)	485	6,570,968	35.75%	No

Shares outstanding: 18,380,347, 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 MUSA

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	1,699,360	9.25%	+18,678	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	575,212	3.13%	+15,805	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	98,378	0.54%	-15,781	Jun 30, 2026	iShares Trust, not summed
1.3	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	84,346	0.46%	-1,662	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	68,661	0.37%	+3,617	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	63,852	0.35%	-4,774	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	776,170	4.22%	+47,728	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	752,803	4.10%	+1,989	Jun 30, 2026	carried, not yet filed for the newest quarter
4	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	707,663	3.85%	-758,130	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	FMR LLC 13G CIK 315066 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	707,662	3.85%	-914,791	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.2	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	116,891	0.64%	-62,411	May 31, 2026	Fidelity Rutland Square Trust II, not summed
4.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	87,149	0.47%	-2,018	May 31, 2026	Fidelity Concord Street Trust, not summed
4.4	Fidelity Low-Priced Stock Fund Fund S000007152 · Registered fund · Jul 31, 2026 Fidelity Puritan Trust, not summed	77,914	0.42%	-60,058	Jul 31, 2026	Fidelity Puritan Trust, not summed
4.5	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	63,352	0.34%	+309	Jul 31, 2026	Fidelity Salem Street Trust, not summed
5	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	561,246	3.05%	+24,341	Jun 30, 2026	carried, not yet filed for the newest quarter
6	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	557,928	3.04%	+1,215	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	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	85,097	0.46%	+2,584	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.2	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	25,802	0.14%	-172	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.3	State Street Institutional Small-Cap Equity Fund Fund S000001631 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL FUNDS, not summed	9,459	0.05%	-596	Jun 30, 2026	STATE STREET INSTITUTIONAL FUNDS, not summed
6.4	State Street(R) SPDR(R) S&P(R) Retail ETF Fund S000012322 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	8,412	0.05%	+1,363	Jun 30, 2026	SPDR SERIES TRUST, not summed
6.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	5,750	0.03%	-240	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	527,264	2.87%	-2,697	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	480,805	2.62%	+104,788	Jun 30, 2026	carried, not yet filed for the newest quarter
9	HUNTINGTON NATIONAL BANK 13F CIK 49205 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	414,719	2.26%	+1	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	381,358	2.07%	-3,293	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	340,182	1.85%	+108,320	Jun 30, 2026	carried, not yet filed for the newest quarter
12	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	304,067	1.65%	-11,851	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	AQR Large Cap Defensive Style Fund Fund S000037429 · Registered fund · Jun 30, 2026 AQR Funds, not summed	8,249	0.04%	0	Jun 30, 2026	AQR Funds, not summed
12.2	AQR Style Premia Alternative Fund Fund S000042050 · Registered fund · Jun 30, 2026 AQR Funds, not summed	7,405	0.04%	+3,849	Jun 30, 2026	AQR Funds, not summed
12.3	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	7,130	0.04%	—	Jun 30, 2026	AQR Funds, not summed
12.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	6,633	0.04%	+4,563	Jun 30, 2026	AQR Funds, not summed
12.5	AQR Large Cap Multi-Style Fund Fund S000040063 · Registered fund · Jun 30, 2026 AQR Funds, not summed	6,434	0.04%	+145	Jun 30, 2026	AQR Funds, not summed
13	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	302,862	1.65%	+5,556	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	54,294	0.30%	+434	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	44,298	0.24%	+2,094	Jul 31, 2026	Dimensional ETF Trust, not summed
13.3	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	33,848	0.18%	+1,075	Jul 31, 2026	Dimensional ETF Trust, not summed
13.4	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	28,081	0.15%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13.5	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	22,910	0.12%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
14	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	292,024	1.59%	+107,861	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	AB DISCOVERY GROWTH FUND, INC. Fund S000010117 · Registered fund · Jun 30, 2026 AB DISCOVERY GROWTH FUND, INC., not summed	78,679	0.43%	-3,919	Jun 30, 2026	AB DISCOVERY GROWTH FUND, INC., not summed
14.2	AB Small Cap Growth Portfolio Fund S000010309 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	58,662	0.32%	-7,986	Jun 30, 2026	AB CAP FUND, INC., not summed
14.3	AB Small Cap Growth Portfolio Fund S000010435 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	1,134	0.01%	—	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
14.4	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	545	0.00%	-53	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
14.5	Overlay A Portfolio Fund S000027647 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	222	0.00%	-23	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
15	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	275,214	1.50%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
16	DEMING CLAIBORNE P Insider CIK 1166951 · Dec 15, 2025 Director, issuer-wide	268,890	1.46%	—	Dec 15, 2025	Director, issuer-wide
17	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	263,095	1.43%	-6,080	Jun 30, 2026	carried, not yet filed for the newest quarter
18	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	262,887	1.43%	-269,546	Jun 30, 2026	carried, not yet filed for the newest quarter
19	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	245,820	1.34%	+41,291	Jun 30, 2026	carried, not yet filed for the newest quarter
20	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	241,504	1.31%	-3,436	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	228,742	1.24%	+18,130	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	27	0.00%	+10	Jul 31, 2026	E Trade Trust, not summed
22	FULLER & THALER ASSET MANAGEMENT, INC. 13F CIK 1082327 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	212,229	1.15%	+80,640	Jun 30, 2026	carried, not yet filed for the newest quarter
23	FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Fund S000051163 · Registered fund · Jun 30, 2026 Capitol Series Trust, not summed	201,962	1.10%	+78,295	Jun 30, 2026	Capitol Series Trust, not summed
24	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	192,754	1.05%	+4,159	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
25	Squarepoint Ops LLC 13F CIK 1642575 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	187,342	1.02%	+161,748	Jun 30, 2026	carried, not yet filed for the newest quarter
26	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	170,266	0.93%	+101,143	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Invesco S&P MidCap Quality ETF Fund S000013108 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	105,669	0.57%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
26.2	Invesco S&P MidCap 400 Revenue ETF Fund S000064595 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	20,557	0.11%	-2,495	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
26.3	Invesco BuyBack AchieversTM ETF Fund S000013111 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	17,481	0.10%	+2,410	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
26.4	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	6,652	0.04%	-150	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
26.5	Invesco S&P Midcap 400 Pure Value ETF Fund S000060796 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	4,670	0.03%	+23	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
27	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	167,655	0.91%	+100,094	Jun 30, 2026	carried, not yet filed for the newest quarter
28	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	165,989	0.90%	+164,859	Jun 30, 2026	carried, not yet filed for the newest quarter
29	Recurrent Investment Advisors LLC 13F CIK 1803146 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	146,263	0.80%	+144	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Recurrent MLP & Energy Infrastructure Fund Fund S000059371 · Registered fund · Jul 31, 2026 Two Roads Shared Trust, not summed	133,659	0.73%	0	Jul 31, 2026	Two Roads Shared Trust, not summed
30	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	145,439	0.79%	-3,625	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	2,755	0.02%	+39	Jul 31, 2026	BNY Mellon ETF Trust, not summed
31	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	143,754	0.78%	-904	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	10,926	0.06%	+311	Jun 30, 2026	Northern Funds, not summed
31.2	FlexShares US Quality Low Volatility Index Fund Fund S000065837 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,680	0.01%	-595	Jul 31, 2026	FlexShares Trust, not summed
31.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	850	0.00%	+40	Jul 31, 2026	FlexShares Trust, not summed
32	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	143,738	0.78%	-9,169	Jun 30, 2026	carried, not yet filed for the newest quarter
33	LONDON CO OF VIRGINIA 13F CIK 1259887 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	140,208	0.76%	-27,320	Jun 30, 2026	carried, not yet filed for the newest quarter
34	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	138,875	0.76%	+1,287	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	45,685	0.25%	-292	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34.2	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	20,471	0.11%	+1,297	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	18,066	0.10%	+611	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
34.4	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	10,646	0.06%	+457	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
34.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	10,312	0.06%	+411	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
35	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	134,299	0.73%	-26,106	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	86,471	0.47%	-25,500	Jun 30, 2026	PIMCO Equity Series, not summed
35.2	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	726	0.00%	+96	Jun 30, 2026	PIMCO Equity Series, not summed
36	Clyde R Andrew Insider CIK 1582735 · Nov 20, 2025 Director, Chief Executive Officer, issuer-wide	132,556	0.72%	—	Nov 20, 2025	Director, Chief Executive Officer, issuer-wide
37	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	131,308	0.71%	+131,308	Jun 30, 2026	carried, not yet filed for the newest quarter
38	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	129,319	0.70%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
38.1	Nuveen S&P 500 Dynamic Overwrite Fund Fund · Registered fund · Jun 30, 2026 Nuveen S&P 500 Dynamic Overwrite Fund, not summed	3,256	0.02%	—	Jun 30, 2026	Nuveen S&P 500 Dynamic Overwrite Fund, not summed
39	HighTower Advisors, LLC 13F CIK 1462245 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	128,983	0.70%	-20,657	Jun 30, 2026	carried, not yet filed for the newest quarter
40	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	128,294	0.70%	+111,640	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. Fund S000002073 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed	35,736	0.19%	—	Jun 30, 2026	T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC., not summed
40.2	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	2,631	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
40.3	T. Rowe Price Mid-Cap Index Fund Fund S000051326 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	1,482	0.01%	+52	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
40.4	T. Rowe Price Total Equity Market Index Fund Fund S000002091 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	730	0.00%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
40.5	T. Rowe Price Tax-Efficient Equity Fund Fund S000002160 · Registered fund · May 31, 2026 T. ROWE PRICE TAX-EFFICIENT FUNDS, INC., not summed	500	0.00%	—	May 31, 2026	T. ROWE PRICE TAX-EFFICIENT FUNDS, INC., not summed
41	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	125,159	0.68%	+6,833	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Multi-Manager U.S. Small Cap Equity Fund Fund S000051363 · Registered fund · Apr 30, 2026 Goldman Sachs Trust II, not summed	1,191	0.01%	—	Apr 30, 2026	Goldman Sachs Trust II, not summed
41.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	832	0.00%	+454	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
41.3	Goldman Sachs Multi-Manager Global Equity Fund Fund S000049146 · Registered fund · Jul 31, 2026 Goldman Sachs Trust II, not summed	775	0.00%	-60	Jul 31, 2026	Goldman Sachs Trust II, not summed
41.4	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	575	0.00%	-6	May 31, 2026	Goldman Sachs ETF Trust II, not summed
41.5	Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Fund S000083005 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	297	0.00%	+16	May 31, 2026	Goldman Sachs ETF Trust, not summed
42	West Malynda K Insider CIK 1381734 · Feb 11, 2026 Director, President & CEO, issuer-wide	121,361	0.66%	+2,378	Feb 11, 2026	Director, President & CEO, issuer-wide
43	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	110,425	0.60%	-51,493	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Thrivent Financial for Lutherans 13F CIK 314984 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	110,063	0.60%	+19,819	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	THRIVENT SMALL CAP STOCK FUND Fund S000001358 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	63,940	0.35%	+12,171	Jul 31, 2026	Thrivent Mutual Funds, not summed
44.2	THRIVENT SMALL CAP STOCK PORTFOLIO Fund S000001445 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	21,312	0.12%	+4,401	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
44.3	THRIVENT MID CAP INDEX PORTFOLIO Fund S000001421 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	3,733	0.02%	-74	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
44.4	THRIVENT AGGRESSIVE ALLOCATION FUND Fund S000000700 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	3,327	0.02%	+947	Jul 31, 2026	Thrivent Mutual Funds, not summed
44.5	THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Fund S000001347 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	2,119	0.01%	+625	Jul 31, 2026	Thrivent Mutual Funds, not summed
45	Artisan Partners Limited Partnership 13F CIK 1466153 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	109,091	0.59%	+109,091	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Artisan Small Cap Fund Fund S000006498 · Registered fund · Jun 30, 2026 Artisan Partners Funds Inc., not summed	35,111	0.19%	—	Jun 30, 2026	Artisan Partners Funds Inc., not summed
46	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	108,416	0.59%	+1,055	Jun 30, 2026	carried, not yet filed for the newest quarter
47	Copeland Capital Management, LLC 13F CIK 1541743 · Investment adviser · Sep 30, 2026	107,421	0.58%	+107,421	Sep 30, 2026
48	River Road Asset Management, LLC 13F CIK 1341401 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	106,439	0.58%	-289,345	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Engineers Gate Manager LP 13F CIK 1620220 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	103,041	0.56%	+102,560	Jun 30, 2026	carried, not yet filed for the newest quarter
50	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	101,010	0.55%	+29,280	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1573516 CUSIP 626755102 13F (30d) 88 filings 85 filers Visit website Investor relations