← All institutions

Institutional Holdings

MAX

Ownership Summary

Institutions Holding
223
Total Shares Held
51,690,787
Total Value Held
$655,437,354
Quarter
2025-12-31

Active Positions

Increased Positions
12
723,790 shares
Decreased Positions
17
780,595 shares
Held Positions
3
31,801 shares
New Positions
175
50,154,601 shares
Sold Out Positions
16
884,231 shares
Institution Shares Value Change % of Portfolio Reported
WHITE MOUNTAINS INSURANCE GROUP LTD 17,856,614 $231,243,151 New position 2025-12-31
BlackRock, Inc. 3,551,465 $45,991,471 New position 2025-12-31
Clearline Capital LP 1,301,453 $16,853,816 New position 2025-12-31
JPMORGAN CHASE & CO 1,367,896 $17,714,253 New position 2025-12-31
VANGUARD CAPITAL MANAGEMENT LLC 1,276,369 $16,043,958 New position 0.00% 2026-06-30
GEODE CAPITAL MANAGEMENT, LLC 777,304 $10,067,868 New position 2025-12-31
Divisadero Street Capital Management, LP 849,011 $10,994,692 New position 2025-12-31
JACOBS LEVY EQUITY MANAGEMENT, INC 700,497 $9,071,436 New position 2025-12-31
JACOBS ASSET MANAGEMENT, LLC 705,299 $9,133,622 New position 2025-12-31
STATE STREET CORP 731,407 $9,471,721 New position 2025-12-31
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 855,904 $11,083,957 New position 2025-12-31
MORGAN STANLEY 960,154 $12,433,996 New position 2025-12-31
Nuveen, LLC 666,539 $8,631,680 New position 2025-12-31
DIMENSIONAL FUND ADVISORS LP 319,798 $4,141,562 New position 2025-12-31
J. Goldman & Co LP 786,369 $10,183,479 New position 2025-12-31
CITADEL ADVISORS LLC 197,947 $2,563,414 New position 2025-12-31
JANE STREET GROUP, LLC 360,129 $4,663,671 New position 2025-12-31
RENAISSANCE TECHNOLOGIES LLC 1,045,400 $13,537,930 New position 2025-12-31
Shay Capital LLC 591,000 $7,653,450 New position 2025-12-31
D. E. Shaw & Co., Inc. 397,380 $5,146,071 New position 2025-12-31
SPEECE THORSON CAPITAL GROUP INC 489,098 $6,148,000 ▼ -9,913 1.31% 2026-06-30
EVR Research LP 440,000 $5,530,800 New position 2.73% 2026-06-30
VANGUARD PORTFOLIO MANAGEMENT LLC 433,046 $5,443,388 New position 0.00% 2026-06-30
GOLDMAN SACHS GROUP INC 729,367 $9,445,303 New position 2025-12-31
TWO SIGMA INVESTMENTS, LP 59,860 $775,187 New position 2025-12-31
AQR CAPITAL MANAGEMENT LLC 804,095 $10,413,030 New position 2025-12-31
BANK OF AMERICA CORP /DE/ 58,164 $753,223 ▼ -23,915 2025-12-31
Triad Investment Management 368,731 $4,634,949 ▲ +34,867 5.11% 2026-06-30
Stoic Point Capital Management LLC 207,298 $2,684,509 New position 2025-12-31
NORTHERN TRUST CORP 267,278 $3,461,250 New position 2025-12-31
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 279,817 $3,623,630 New position 2025-12-31
Squarepoint Ops LLC 124,288 $1,609,530 New position 2025-12-31
VANGUARD FIDUCIARY TRUST CO 223,917 $2,814,637 New position 0.00% 2026-06-30
TEACHER RETIREMENT SYSTEM OF TEXAS 10,978 $142,165 New position 2025-12-31
BNP PARIBAS FINANCIAL MARKETS 273,151 $3,537,305 New position 2025-12-31
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 65,085 $842,850 New position 2025-12-31
XTX Topco Ltd 90,702 $1,174,591 New position 2025-12-31
ALGERT GLOBAL LLC 170,870 $2,147,836 ▲ +86,360 0.03% 2026-06-30
Man Group plc 110,876 $1,435,844 New position 2025-12-31
ALLIANCEBERNSTEIN L.P. 33,930 $439,394 New position 2025-12-31
PRINCIPAL FINANCIAL GROUP INC 35,403 $458,469 New position 2025-12-31
Quantinno Capital Management LP 42,748 $553,587 New position 2025-12-31
Russell Investments Group, Ltd. 90,843 $1,178,975 New position 2025-12-31
STIFEL FINANCIAL CORP 126,175 $1,586,025 New position 0.00% 2026-06-30
VICTORY CAPITAL MANAGEMENT INC 729,457 $9,446,468 New position 2025-12-31
BALYASNY ASSET MANAGEMENT L.P. 184,159 $2,384,859 New position 2025-12-31
SUSQUEHANNA INTERNATIONAL GROUP, LLP 271,490 $3,515,796 New position 2025-12-31
Qube Research & Technologies Ltd 284,012 $3,677,955 New position 2025-12-31
PDT Partners, LLC 165,540 $2,143,743 New position 2025-12-31
Bank of New York Mellon Corp 87,312 $1,130,691 New position 2025-12-31
Walleye Capital LLC 80,306 $1,009,446 New position 0.00% 2026-06-30
FRANKLIN RESOURCES INC 328,712 $4,256,820 New position 2025-12-31
STATE OF WISCONSIN INVESTMENT BOARD 46,842 $606,604 New position 2025-12-31
WINMILL & CO. INC 65,102 $818,332 New position 0.18% 2026-06-30
PEAK6 LLC 62,600 $786,882 New position 0.00% 2026-06-30
Swiss National Bank 58,700 $760,165 New position 2025-12-31
BLAIR WILLIAM & CO/IL 60,146 $778,891 New position 2025-12-31
GLOBEFLEX CAPITAL L P 80,233 $1,039,017 New position 2025-12-31
Allianz Asset Management GmbH 70,176 $908,779 New position 2025-12-31
Campbell & CO Investment Adviser LLC 46,617 $585,976 ▲ +30,532 0.03% 2026-06-30
RHUMBLINE ADVISERS 48,522 $628,350 New position 2025-12-31
Hillsdale Investment Management Inc. 45,900 $576,963 New position 0.01% 2026-06-30
Allspring Global Investments Holdings, LLC 44,831 $563,526 ▼ -3,054 0.00% 2026-06-30
SEI INVESTMENTS CO 81,844 $1,059,880 New position 2025-12-31
Mariner, LLC 69,891 $905,407 New position 2025-12-31
Caption Management, LLC 37,515 $471,564 ▼ -111,533 0.00% 2026-06-30
MILLENNIUM MANAGEMENT LLC 751,745 $9,735,098 New position 2025-12-31
DEUTSCHE BANK AG TAUNUSANLAGE 12 D-60325 34,254 $430,572 ▼ -834 0.00% 2026-06-30
Lighthouse Investment Partners, LLC 82,050 $1,062,548 New position 2025-12-31
UBS Group AG 59,689 $772,973 New position 2025-12-31
BARCLAYS PLC 91,424 $1,183,942 New position 2025-12-31
WELLS FARGO & COMPANY/MN 37,072 $480,082 New position 2025-12-31
Legal & General Group Plc 33,817 $437,931 New position 2025-12-31
Brevan Howard Capital Management LP 27,117 $340,861 New position 0.00% 2026-06-30
Dynamic Technology Lab Private Ltd 26,868 $338,000 ▼ -16,727 0.08% 2026-06-30
FMR LLC 4,827 $62,505 New position 2025-12-31
Invesco Ltd. 26,024 $337,010 New position 2025-12-31
ALLSTATE CORP 25,287 $317,858 New position 0.00% 2026-06-30
AXQ CAPITAL, LP 25,117 $315,721 New position 0.03% 2026-06-30
Abel Hall, LLC 24,473 $307,626 ▼ -951 0.05% 2026-06-30
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 25,504 $330,277 New position 2025-12-31
CITIGROUP INC 8,293 $107,395 New position 2025-12-31
Corient Private Wealth LP 23,451 $294,780 ▲ +7,892 0.00% 2026-06-30
Quantbot Technologies LP 21,568 $271,110 ▼ -7,551 0.01% 2026-06-30
MetLife Investment Management, LLC 21,402 $277,156 New position 2025-12-31
JUPITER ASSET MANAGEMENT LTD 21,172 $266,132 Unchanged 0.00% 2026-06-30
Zurcher Kantonalbank (Zurich Cantonalbank) 18,642 $241,414 New position 2025-12-31
SIMPLEX TRADING, LLC 3,875 $50,181 New position 2025-12-31
VANGUARD ASSET MANAGEMENT, Ltd 17,425 $219,032 New position 0.00% 2026-06-30
Graham Capital Management, L.P. 23,427 $303,380 New position 2025-12-31
MERCER GLOBAL ADVISORS INC /ADV 16,960 $219,632 New position 2025-12-31
Creative Planning 25,272 $327,272 New position 2025-12-31
NOMURA HOLDINGS INC 82,313 $1,065,953 New position 2025-12-31
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 14,811 $198,023 ▼ -6,105 0.00% 2026-06-30
IEQ CAPITAL, LLC 88,136 $1,141,362 New position 2025-12-31
EP Wealth Advisors, LLC 15,273 $191,982 New position 0.00% 2026-06-30
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 15,758 $204,066 New position 2025-12-31
Jupiter Topco LLC 13,862 $174,245 New position 0.00% 2026-06-30
Cerity Partners LLC 20,777 $269,063 New position 2025-12-31
LPL Financial LLC 13,300 $167,181 New position 0.00% 2026-06-30
Vanguard Global Advisers, LLC 12,254 $154,033 New position 0.00% 2026-06-30
GLENMEDE TRUST CO NA 12,218 $153,580 ▼ -932 0.00% 2026-06-30
MACKENZIE FINANCIAL CORP 42,975 $558,863 New position 2025-12-31
FOX RUN MANAGEMENT, L.L.C. 26,035 $337,153 New position 2025-12-31
PRUDENTIAL FINANCIAL INC 11,145 $140,093 New position 0.00% 2026-06-30
Cresset Asset Management, LLC 12,262 $158,793 New position 2025-12-31
Arax Advisory Partners 1,099 $14,233 New position 2025-12-31
BANK OF MONTREAL /CAN/ 10,494 $131,910 Unchanged 0.00% 2026-06-30
Police & Firemen's Retirement System of New Jersey 9,690 $125,486 New position 2025-12-31
Vanguard Investments Australia, Ltd. 7,013 $88,153 New position 0.00% 2026-06-30
NEW YORK STATE COMMON RETIREMENT FUND 6,264 $81,119 New position 2025-12-31
KLP KAPITALFORVALTNING AS 5,933 $76,832 New position 2025-12-31
GROUP ONE TRADING LLC 2,329 $30,161 New position 2025-12-31
ELKHORN PARTNERS LIMITED PARTNERSHIP 4,500 $56,565 ▼ -18,500 0.05% 2026-06-30
Ameritas Investment Partners, Inc. 3,026 $39,187 New position 2025-12-31
Tower Research Capital LLC (TRC) 2,177 $28,192 New position 2025-12-31
ROYAL BANK OF CANADA 6,519 $85,000 New position 2025-12-31
Caitong International Asset Management Co., Ltd 2,160 $27,972 New position 2025-12-31
OSAIC HOLDINGS, INC. 1,129 $14,621 New position 2025-12-31
ACADIAN ASSET MANAGEMENT LLC 606,171 $7,840 New position 2025-12-31
Versant Capital Management, Inc 829 $10,421 ▼ -170 0.00% 2026-06-30
EverSource Wealth Advisors, LLC 2,045 $26,483 New position 2025-12-31
Rockefeller Capital Management L.P. 2,805 $36,325 New position 2025-12-31
Integrated Wealth Concepts LLC 659 $8,284 New position 0.00% 2026-06-30
Allworth Financial LP 1,261 $16,330 New position 2025-12-31
Farther Finance Advisors, LLC 504 $6,335 ▲ +256 0.00% 2026-06-30
Murphy & Mullick Capital Management Corp 500 $6,475 New position 2025-12-31
GAMMA Investing LLC 496 $6,235 ▲ +50 0.00% 2026-06-30
FEDERATED HERMES, INC. 1,323 $17,133 New position 2025-12-31
HUNTINGTON NATIONAL BANK 390 $4,903 ▼ -7 0.00% 2026-06-30
HRT FINANCIAL LP 109,023 $1,411 New position 2025-12-31
RAFFA WEALTH MANAGEMENT, LLC 290 $3,645 New position 0.00% 2026-06-30
Essential Partners LLC 275 $3,457 ▼ -6,182 0.00% 2026-06-30
PICTON MAHONEY ASSET MANAGEMENT 192 $2,413 New position 0.00% 2026-06-30
Quarry LP 2,297 $29,746 New position 2025-12-31
Buck Wealth Strategies, LLC 153 $1,923 New position 0.00% 2026-06-30
ROTHSCHILD INVESTMENT LLC 340 $4,403 New position 2025-12-31
Marquette Asset Management, LLC 139 $1,748 ▼ -59 0.00% 2026-06-30
NISA INVESTMENT ADVISORS, LLC 135 $1,697 Unchanged 0.00% 2026-06-30
Optiver Holding B.V. 270 $3,496 New position 2025-12-31
Sterling Capital Management LLC 217 $2,810 New position 2025-12-31
Fortitude Family Office, LLC 101 $1,270 New position 0.00% 2026-06-30
True Wealth Design, LLC 80 $1,006 ▲ +29 0.00% 2026-06-30
Parallel Advisors, LLC 84 $1,088 New position 2025-12-31
PNC FINANCIAL SERVICES GROUP, INC. 75 $971 New position 2025-12-31
Smartleaf Asset Management LLC 44 $573 New position 2025-12-31
US BANCORP DE U.S. BANCORP 39 $490 ▼ -143 0.00% 2026-06-30
PRICE T ROWE ASSOCIATES INC /MD/ 31,014 $402 New position 2025-12-31
State of Alaska, Department of Revenue 25,862 $324 ▲ +24,000 0.00% 2026-06-30
MassMutual Private Wealth & Trust, FSB 25 $314 New position 0.00% 2026-06-30
SJS Investment Consulting Inc. 13 $164 ▲ +4 0.00% 2026-06-30
Covestor Ltd 3,393 $44 New position 2025-12-31
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 3,128 $39 ▲ +3,028 0.00% 2026-06-30
IFP Advisors, Inc 708 $9,169 ▲ +382 2025-12-31
Philadelphia Financial Management of San Francisco, LLC 0 $0 Sold out 2026-06-30
Pacer Advisors, Inc. 0 $0 Sold out 2026-06-30
Y-Intercept (Hong Kong) Ltd 210,352 $2,724,058 New position 2025-12-31
GSA CAPITAL PARTNERS LLP 46,784 $606 New position 2025-12-31
State of Wyoming 38,832 $502,874 New position 2025-12-31
Bridgefront Capital, LLC 0 $0 Sold out 2026-06-30
Cannell & Spears LLC 25,550 $330,873 New position 2025-12-31
LOS ANGELES CAPITAL MANAGEMENT LLC 72,285 $884,046 New position 2025-12-31
State of Tennessee, Department of Treasury 12,903 $131,998 New position 2025-12-31
Jefferies Financial Group Inc. 0 $0 Sold out 2026-06-30
SG Americas Securities, LLC 0 $0 Sold out 2026-06-30
Cornerstone Investment Partners, LLC 14,650 $189,718 New position 2025-12-31
EVENTIDE ASSET MANAGEMENT, LLC 0 $0 Sold out 2026-06-30
nVerses Capital, LLC 0 $0 Sold out 2026-06-30
Schonfeld Strategic Advisors LLC 0 $0 Sold out 2026-06-30
Mach-1 Financial Group, LLC 0 $0 Sold out 2026-06-30
VIRGINIA RETIREMENT SYSTEMS ET Al 17,700 $229,215 New position 2025-12-31
Aaron Wealth Advisors LLC 0 $0 Sold out 2026-06-30
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0 $0 Sold out 2026-06-30
Private Wealth Asset Management, LLC 0 $0 Sold out 2026-06-30
SUMMIT SECURITIES GROUP LLC 0 $0 Sold out 2026-06-30
Root Financial Partners, LLC 0 $0 Sold out 2026-06-30
Wealth Preservation Advisors, LLC 0 $0 Sold out 2026-06-30
Investors Portfolio Services LLC 0 $0 Sold out 2026-06-30
JONES FINANCIAL COMPANIES LLLP 2,313 $29,953 New position 2025-12-31
MAI Capital Management 14 $182 New position 2025-12-31
VANGUARD GROUP INC 2,570,992 $33,294,347 New position 2025-12-31
G2 Investment Partners Management LLC 496,916 $6,435,062 New position 2025-12-31
MARSHALL WACE, LLP 328,388 $4,252,624 New position 2025-12-31
JANUS HENDERSON GROUP PLC 265,906 $3,443,622 New position 2025-12-31
CANADA PENSION PLAN INVESTMENT BOARD 136,500 $1,767,675 New position 2025-12-31
BOOTHBAY FUND MANAGEMENT, LLC 108,143 $1,400,452 New position 2025-12-31
TUDOR INVESTMENT CORP ET AL 83,330 $1,079,123 ▲ +17,124 2025-12-31
ExodusPoint Capital Management, LP 81,791 $1,059,193 New position 2025-12-31
Amundi 58,616 $759,077 New position 2025-12-31
RAYMOND JAMES FINANCIAL INC 52,708 $682,568 New position 2025-12-31
Verition Fund Management LLC 39,303 $508,974 New position 2025-12-31
Gotham Asset Management, LLC 39,123 $506,643 New position 2025-12-31
AlphaQuest LLC 37,463 $485,146 New position 2025-12-31
PharVision Advisers, LLC 34,034 $440,740 New position 2025-12-31
DEUTSCHE BANK AG\ 31,640 $409,738 New position 2025-12-31
Versor Investments LP 29,318 $379,668 New position 2025-12-31
TWO SIGMA ADVISERS, LP 26,896 $348,303 New position 2025-12-31
Moran Wealth Management, LLC 25,432 $329,344 New position 2025-12-31
MANGROVE PARTNERS IM, LLC 22,700 $293,965 New position 2025-12-31
Point72 Asset Management, L.P. 18,751 $242,825 New position 2025-12-31
Jump Financial, LLC 18,539 $240,080 New position 2025-12-31
VARCOV Co. 16,543 $214,232 New position 2025-12-31
Engineers Gate Manager LP 16,125 $208,819 New position 2025-12-31
CAXTON ASSOCIATES LLP 13,922 $180,290 New position 2025-12-31
Voleon Capital Management LP 12,324 $159,596 New position 2025-12-31
Polymer Capital Management (US) LLC 12,306 $159,363 New position 2025-12-31
Brooklyn Investment Group 12,041 $153,884 New position 2025-12-31
INTECH INVESTMENT MANAGEMENT LLC 10,796 $139,808 New position 2025-12-31
MANUFACTURERS LIFE INSURANCE COMPANY, THE 10,782 $139,627 New position 2025-12-31
VIRTUS ADVISERS, LLC 10,623 $137,568 ▼ -8,088 2025-12-31
STRS OHIO 3,800 $49,210 New position 2025-12-31
Aster Capital Management (DIFC) Ltd 987 $12,782 New position 2025-12-31
MEEDER ASSET MANAGEMENT INC 714 $9,246 New position 2025-12-31
US BANCORP \DE\ 503 $6,514 New position 2025-12-31
SageView Advisory Group, LLC 90 $1,166 New position 2025-12-31
CWM, LLC 84,556 $1,096 New position 2025-12-31
TUCKER ASSET MANAGEMENT LLC 83 $1,075 New position 2025-12-31
THRIVENT FINANCIAL FOR LUTHERANS 36,379 $471 New position 2025-12-31
Clearstead Advisors, LLC 15 $195 New position 2025-12-31
Sunbelt Securities, Inc. 14 $181 New position 2025-12-31
American Capital Advisory, LLC 4 $52 New position 2025-12-31
AMALGAMATED BANK 1,065 $14 New position 2025-12-31
BNP Paribas Asset Management Holding S.A. 594 $8 New position 2025-12-31