Institutional HoldersBeta
Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.
Share classes (cover page of the 10-Q filed 2026-09-04, as of 2026-09-01)
| Class | Listed | Shares outstanding | Held by 13F filers | % of class | Holders | CUSIP |
|---|---|---|---|---|---|---|
| Common stock | OXM · NYSE | 14,978,274 | 15,677,418 | 104.7% | 194 | 691497309 |
Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.
Top holders (194 of 194 · 691497309)
change vs 2026-03-31| # | Filer | Shares | % of class | Value | Change |
|---|---|---|---|---|---|
| 1 | FMR LLC | 1,498,971 | 10.01% | $52.3M | -650,929 (-30.3%) |
| 2 | BlackRock, Inc. | 1,178,604 | 7.87% | $41.1M | -1,004,816 (-46.0%) |
| 3 | AMERICAN CENTURY COMPANIES INC | 736,899 | 4.92% | $25.7M | +96,095 (+15.0%) |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 709,138 | 4.73% | $24.7M | +22,372 (+3.3%) |
| 5 | DIMENSIONAL FUND ADVISORS LP | 638,029 | 4.26% | $22.2M | +19,668 (+3.2%) |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 627,441 | 4.19% | $21.9M | +1,565 (+0.3%) |
| 7 | ALLIANCEBERNSTEIN L.P. | 612,495 | 4.09% | $23.6M | +7,106 (+1.2%) |
| 8 | TWO SIGMA INVESTMENTS, LP | 457,172 | 3.05% | $15.9M | +132,540 (+40.8%) |
| 9 | BANK OF AMERICA CORP /DE/ | 419,417 | 2.80% | $14.6M | +12,323 (+3.0%) |
| 10 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 412,539 | 2.75% | $14.4M | -11,797 (-2.8%) |
| 11 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 372,842 | 2.49% | $13.0M | -34,293 (-8.4%) |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 365,685 | 2.44% | $12.8M | +25,977 (+7.6%) |
| 13 | STATE STREET CORP | 348,777 | 2.33% | $12.2M | -199,147 (-36.3%) |
| 14 | RBO & CO LLC | 337,715 | 2.25% | $11.8M | +82,854 (+32.5%) |
| 15 | SCHRODER INVESTMENT MANAGEMENT GROUP | 336,767 | 2.25% | $11.7M | +100,903 (+42.8%) |
| 16 | JANE STREET GROUP, LLC | 335,280 | 2.24% | $11.7M | +314,885 (+1543.9%) |
| 17 | Allianz Asset Management GmbH | 329,615 | 2.20% | $11.5M | +42,242 (+14.7%) |
| 18 | MARSHALL WACE, LLP | 321,386 | 2.15% | $11.2M | +315,386 (+5256.4%) |
| 19 | GW&K Investment Management, LLC | 271,505 | 1.81% | $9.5M | -2,210 (-0.8%) |
| 20 | HEARTLAND ADVISORS INC | 244,230 | 1.63% | $8.5M | +33,137 (+15.7%) |
| 21 | MORGAN STANLEY | 237,320 | 1.58% | $8.3M | +44,836 (+23.3%) |
| 22 | EARNEST PARTNERS LLC | 226,739 | 1.51% | $7.9M | +29,989 (+15.2%) |
| 23 | AMERIPRISE FINANCIAL INC | 226,332 | 1.51% | $7.9M | +25,381 (+12.6%) |
| 24 | CITADEL ADVISORS LLC | 190,546 | 1.27% | $6.6M | +113,574 (+147.6%) |
| 25 | PINNACLE ASSOCIATES LTD | 189,714 | 1.27% | $6.6M | +13,444 (+7.6%) |
| 26 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 169,842 | 1.13% | $5.9M | -17,050 (-9.1%) |
| 27 | VANGUARD PORTFOLIO MANAGEMENT LLC | 163,467 | 1.09% | $5.7M | -216,312 (-57.0%) |
| 28 | Divisar Capital Management LLC | 154,388 | 1.03% | $5.4M | +133,292 (+631.8%) |
| 29 | NORTHERN TRUST CORP | 143,240 | 0.96% | $5.0M | -4,636 (-3.1%) |
| 30 | TRUIST FINANCIAL CORP | 138,643 | 0.93% | $4.8M | +37 (+0.0%) |
| 31 | Dupree Financial Group, LLC | 135,427 | 0.90% | $4.7M | +1,530 (+1.1%) |
| 32 | GOLDMAN SACHS GROUP INC | 128,312 | 0.86% | $4.5M | -126,687 (-49.7%) |
| 33 | Trexquant Investment LP | 124,693 | 0.83% | $4.3M | NEW |
| 34 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 122,447 | 0.82% | $4.3M | -993 (-0.8%) |
| 35 | FRANKLIN RESOURCES INC | 121,071 | 0.81% | $4.2M | +58,399 (+93.2%) |
| 36 | MILLENNIUM MANAGEMENT LLC | 108,195 | 0.72% | $3.8M | -263,505 (-70.9%) |
| 37 | AQR CAPITAL MANAGEMENT LLC | 100,555 | 0.67% | $3.5M | +25,915 (+34.7%) |
| 38 | Russell Investments Group, Ltd. | 97,904 | 0.65% | $3.4M | -10,064 (-9.3%) |
| 39 | ENVESTNET ASSET MANAGEMENT INC | 96,505 | 0.64% | $3.4M | +2,039 (+2.2%) |
| 40 | VANGUARD FIDUCIARY TRUST CO | 94,910 | 0.63% | $3.3M | +2,417 (+2.6%) |
| 41 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 92,086 | 0.61% | $3.2M | +65,843 (+250.9%) |
| 42 | DEPRINCE RACE & ZOLLO INC | 91,574 | 0.61% | $3.2M | -29,380 (-24.3%) |
| 43 | D. E. Shaw & Co., Inc. | 88,655 | 0.59% | $3.1M | +41,850 (+89.4%) |
| 44 | WELLS FARGO & COMPANY/MN | 87,195 | 0.58% | $3.0M | +17,766 (+25.6%) |
| 45 | Nuveen, LLC | 83,056 | 0.55% | $2.9M | +33,989 (+69.3%) |
| 46 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 80,045 | 0.53% | $2.8M | NEW |
| 47 | TUDOR INVESTMENT CORP ET AL | 72,916 | 0.49% | $2.5M | +14,341 (+24.5%) |
| 48 | UBS Group AG | 69,137 | 0.46% | $2.4M | -1,344 (-1.9%) |
| 49 | Inspire Advisors, LLC | 69,035 | 0.46% | $2.4M | -6,020 (-8.0%) |
| 50 | Invesco Ltd. | 68,569 | 0.46% | $2.4M | -119,593 (-63.6%) |
| 51 | SEGALL BRYANT & HAMILL, LLC | 66,645 | 0.44% | $2.3M | NEW |
| 52 | Bank of New York Mellon Corp | 58,725 | 0.39% | $2.0M | -33,183 (-36.1%) |
| 53 | Empowered Funds, LLC | 57,775 | 0.39% | $2.0M | NEW |
| 54 | Squarepoint Ops LLC | 55,920 | 0.37% | $1.9M | NEW |
| 55 | Point72 Asset Management, L.P. | 55,787 | 0.37% | $1.9M | NEW |
| 56 | LSV ASSET MANAGEMENT | 52,300 | 0.35% | $1.8M | — |
| 57 | VICTORY CAPITAL MANAGEMENT INC | 50,219 | 0.34% | $1.8M | +2,094 (+4.4%) |
| 58 | Jain Global LLC | 47,913 | 0.32% | $1.7M | NEW |
| 59 | CAPITAL FUND MANAGEMENT S.A. | 31,037 | 0.21% | $1.1M | NEW |
| 60 | Creative Planning | 30,969 | 0.21% | $1.1M | -17,902 (-36.6%) |
| 61 | NISA INVESTMENT ADVISORS, LLC | 30,212 | 0.20% | $1.1M | +6,327 (+26.5%) |
| 62 | Susquehanna Portfolio Strategies, LLC | 29,074 | 0.19% | $1.0M | — |
| 63 | Swiss National Bank | 28,300 | 0.19% | $987K | +500 (+1.8%) |
| 64 | HRT FINANCIAL LP | 26,294 | 0.18% | $916K | NEW |
| 65 | RHUMBLINE ADVISERS | 24,375 | 0.16% | $850K | -21,001 (-46.3%) |
| 66 | CAXTON ASSOCIATES LLP | 24,369 | 0.16% | $850K | +2,826 (+13.1%) |
| 67 | SEI INVESTMENTS CO | 23,949 | 0.16% | $835K | -341 (-1.4%) |
| 68 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 21,081 | 0.14% | $735K | -304 (-1.4%) |
| 69 | Cassaday & Co Wealth Management LLC | 20,095 | 0.13% | $701K | — |
| 70 | XTX Topco Ltd | 20,090 | 0.13% | $701K | -2,800 (-12.2%) |
| 71 | GABELLI FUNDS LLC | 20,000 | 0.13% | $697K | +10,000 (+100.0%) |
| 72 | Inspire Investing, LLC | 19,899 | 0.13% | $694K | +6,050 (+43.7%) |
| 73 | SummitTX Capital, L.P. | 18,972 | 0.13% | $662K | -1,695 (-8.2%) |
| 74 | Unison Advisors LLC | 18,656 | 0.12% | $651K | +286 (+1.6%) |
| 75 | JPMORGAN CHASE & CO | 18,592 | 0.12% | $645K | +3,141 (+20.3%) |
| 76 | Y-Intercept (Hong Kong) Ltd | 17,819 | 0.12% | $621K | NEW |
| 77 | Engineers Gate Manager LP | 17,351 | 0.12% | $605K | NEW |
| 78 | WEDGE CAPITAL MANAGEMENT L L P/NC | 16,873 | 0.11% | $588K | -902 (-5.1%) |
| 79 | ExodusPoint Capital Management, LP | 16,581 | 0.11% | $578K | -4,190 (-20.2%) |
| 80 | PRICE T ROWE ASSOCIATES INC /MD/ | 16,476 | 0.11% | $575K | +1,890 (+13.0%) |
| 81 | Cetera Investment Advisers | 15,969 | 0.11% | $557K | -1,513 (-8.7%) |
| 82 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 15,601 | 0.10% | $544K | +1,985 (+14.6%) |
| 83 | DEUTSCHE BANK AG\ | 15,139 | 0.10% | $528K | +2,051 (+15.7%) |
| 84 | Quadrature Capital Ltd | 15,008 | 0.10% | $523K | NEW |
| 85 | SummerHaven Investment Management, LLC | 14,381 | 0.10% | $501K | — |
| 86 | NATIXIS | 13,000 | 0.09% | $453K | — |
| 87 | ACADIAN ASSET MANAGEMENT LLC | 12,648 | 0.08% | $441K | NEW |
| 88 | Dynamic Technology Lab Private Ltd | 12,180 | 0.08% | $425K | NEW |
| 89 | Jump Financial, LLC | 11,872 | 0.08% | $414K | NEW |
| 90 | Mirae Asset Global Investments Co., Ltd. | 11,693 | 0.08% | $408K | +1,907 (+19.5%) |
| 91 | ALLSTATE CORP | 10,769 | 0.07% | $376K | -115 (-1.1%) |
| 92 | FULLER & THALER ASSET MANAGEMENT, INC. | 10,709 | 0.07% | $373K | NEW |
| 93 | VANGUARD ASSET MANAGEMENT, Ltd | 10,324 | 0.07% | $360K | — |
| 94 | Quantinno Capital Management LP | 10,117 | 0.07% | $353K | +4,291 (+73.7%) |
| 95 | Penn Capital Management Company, LLC | 10,053 | 0.07% | $351K | NEW |
| 96 | Legal & General Group Plc | 9,953 | 0.07% | $347K | -22,398 (-69.2%) |
| 97 | 1492 Capital Management LLC | 9,413 | 0.06% | $328K | +2,356 (+33.4%) |
| 98 | Argent Trust Co | 8,700 | 0.06% | $303K | — |
| 99 | &PARTNERS | 8,484 | 0.06% | $296K | -289 (-3.3%) |
| 100 | CITIGROUP INC | 8,368 | 0.06% | $292K | +2,985 (+55.5%) |
| 101 | MetLife Investment Management, LLC | 7,720 | 0.05% | $269K | -1,119 (-12.7%) |
| 102 | Pinnacle Wealth Management Advisory Group, LLC | 7,531 | 0.05% | $263K | -398 (-5.0%) |
| 103 | Catalyst Funds Management Pty Ltd | 7,500 | 0.05% | $262K | NEW |
| 104 | EXCHANGE TRADED CONCEPTS, LLC | 7,368 | 0.05% | $257K | NEW |
| 105 | Sanctuary Advisors, LLC | 7,002 | 0.05% | $244K | NEW |
| 106 | Cerity Partners LLC | 6,996 | 0.05% | $244K | -373 (-5.1%) |
| 107 | Jupiter Topco LLC | 6,921 | 0.05% | $242K | NEW |
| 108 | FIRST CITIZENS BANK & TRUST CO | 6,674 | 0.04% | $233K | -595 (-8.2%) |
| 109 | Envestnet Portfolio Solutions, Inc. | 6,631 | 0.04% | $231K | -463 (-6.5%) |
| 110 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 6,546 | 0.04% | $228K | -97 (-1.5%) |
| 111 | Mitsubishi UFJ Trust & Banking Corp | 6,404 | 0.04% | $223K | NEW |
| 112 | STIFEL FINANCIAL CORP | 6,190 | 0.04% | $216K | NEW |
| 113 | ROYAL BANK OF CANADA | 5,993 | 0.04% | $209K | +5,516 (+1156.4%) |
| 114 | Vanguard Global Advisers, LLC | 5,701 | 0.04% | $199K | — |
| 115 | NEW YORK STATE COMMON RETIREMENT FUND | 5,226 | 0.03% | $182K | — |
| 116 | GABLES CAPITAL MANAGEMENT INC. | 5,187 | 0.03% | $181K | -500 (-8.8%) |
| 117 | IFG Advisory, LLC | 4,728 | 0.03% | $165K | NEW |
| 118 | WHITTIER TRUST CO | 4,703 | 0.03% | $163K | NEW |
| 119 | Advisors Asset Management, Inc. | 4,343 | 0.03% | $151K | -253 (-5.5%) |
| 120 | Aquatic Capital Management LLC | 4,291 | 0.03% | $150K | NEW |
| 121 | Police & Firemen's Retirement System of New Jersey | 4,005 | 0.03% | $140K | — |
| 122 | FIFTH THIRD BANCORP | 3,813 | 0.03% | $133K | -4,180 (-52.3%) |
| 123 | Vanguard Investments Australia, Ltd. | 3,542 | 0.02% | $124K | — |
| 124 | State of Tennessee, Department of Treasury | 3,372 | 0.02% | $118K | — |
| 125 | State of Alaska, Department of Revenue | 3,000 | 0.02% | $104K | -7,032 (-70.1%) |
| 126 | Zurcher Kantonalbank (Zurich Cantonalbank) | 2,942 | 0.02% | $103K | — |
| 127 | KLP KAPITALFORVALTNING AS | 2,800 | 0.02% | $98K | — |
| 128 | MEEDER ASSET MANAGEMENT INC | 2,317 | 0.02% | $81K | -6,624 (-74.1%) |
| 129 | PNC Financial Services Group, Inc. | 2,248 | 0.02% | $78K | -119 (-5.0%) |
| 130 | Clearstead Advisors, LLC | 2,094 | 0.01% | $73K | +55 (+2.7%) |
| 131 | BNP PARIBAS FINANCIAL MARKETS | 2,028 | 0.01% | $71K | -1,092 (-35.0%) |
| 132 | BARCLAYS PLC | 1,900 | 0.01% | $66K | -742 (-28.1%) |
| 133 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 1,676 | 0.01% | $58K | — |
| 134 | GAMMA Investing LLC | 1,651 | 0.01% | $58K | -156 (-8.6%) |
| 135 | Tower Research Capital LLC (TRC) | 1,474 | 0.01% | $51K | +404 (+37.8%) |
| 136 | SIGNATUREFD, LLC | 1,470 | 0.01% | $51K | -77 (-5.0%) |
| 137 | JONES FINANCIAL COMPANIES LLLP | 1,416 | 0.01% | $51K | +310 (+28.0%) |
| 138 | CANADA LIFE ASSURANCE Co | 1,411 | 0.01% | $49K | -10,754 (-88.4%) |
| 139 | SIMPLEX TRADING, LLC | 1,302 | 0.01% | $45K | +1,126 (+639.8%) |
| 140 | Federation des caisses Desjardins du Quebec | 1,183 | 0.01% | $41K | -907 (-43.4%) |
| 141 | Ameritas Investment Partners, Inc. | 1,181 | 0.01% | $41K | — |
| 142 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1,097 | 0.01% | $38K | +146 (+15.4%) |
| 143 | Rockefeller Capital Management L.P. | 1,055 | 0.01% | $37K | -66 (-5.9%) |
| 144 | Parallel Advisors, LLC | 770 | 0.01% | $27K | +675 (+710.5%) |
| 145 | HANTZ FINANCIAL SERVICES, INC. | 680 | 0.00% | $24K | +248 (+57.4%) |
| 146 | Arax Advisory Partners | 638 | 0.00% | $22K | +551 (+633.3%) |
| 147 | ASSETMARK, INC | 445 | 0.00% | $16K | — |
| 148 | EverSource Wealth Advisors, LLC | 345 | 0.00% | $12K | +280 (+430.8%) |
| 149 | Allworth Financial LP | 318 | 0.00% | $11K | +168 (+112.0%) |
| 150 | Versant Capital Management, Inc | 269 | 0.00% | $9K | — |
| 151 | Farther Finance Advisors, LLC | 267 | 0.00% | $9K | +216 (+423.5%) |
| 152 | Covestor Ltd | 262 | 0.00% | $9K | +31 (+13.4%) |
| 153 | Sterling Capital Management LLC | 244 | 0.00% | $9K | -224 (-47.9%) |
| 154 | Smartleaf Asset Management LLC | 240 | 0.00% | $8K | — |
| 155 | Osbon Capital Management LLC | 200 | 0.00% | $7K | — |
| 156 | BESSEMER GROUP INC | 198 | 0.00% | $7K | — |
| 157 | OSAIC HOLDINGS, INC. | 195 | 0.00% | $7K | +15 (+8.3%) |
| 158 | HARBOR CAPITAL ADVISORS, INC. | 180 | 0.00% | $6K | -19 (-9.5%) |
| 159 | Salomon & Ludwin, LLC | 158 | 0.00% | $6K | — |
| 160 | Avion Wealth | 150 | 0.00% | $5K | — |
| 161 | HUNTINGTON NATIONAL BANK | 139 | 0.00% | $5K | -14 (-9.2%) |
| 162 | Truvestments Capital LLC | 138 | 0.00% | $5K | -13 (-8.6%) |
| 163 | Steward Partners Investment Advisory, LLC | 131 | 0.00% | $5K | — |
| 164 | US BANCORP \DE\ | 114 | 0.00% | $4K | -36 (-24.0%) |
| 165 | SBI Securities Co., Ltd. | 101 | 0.00% | $4K | +14 (+16.1%) |
| 166 | SUMMIT SECURITIES GROUP LLC | 88 | 0.00% | $3K | NEW |
| 167 | ROTHSCHILD INVESTMENT LLC | 80 | 0.00% | $3K | +17 (+27.0%) |
| 168 | MassMutual Private Wealth & Trust, FSB | 76 | 0.00% | $3K | -90 (-54.2%) |
| 169 | Quarry LP | 62 | 0.00% | $2K | NEW |
| 170 | Optiver Holding B.V. | 62 | 0.00% | $2K | +40 (+181.8%) |
| 171 | LOS ANGELES CAPITAL MANAGEMENT LLC | 60 | 0.00% | $2K | -3,965 (-98.5%) |
| 172 | AdvisorNet Financial, Inc | 53 | 0.00% | $2K | +1 (+1.9%) |
| 173 | Mitsubishi UFJ Asset Management Co., Ltd. | 39 | 0.00% | $1K | — |
| 174 | WHITTIER TRUST CO OF NEVADA INC | 37 | 0.00% | $1K | — |
| 175 | Essential Partners LLC | 36 | 0.00% | $1K | +33 (+1100.0%) |
| 176 | IFP Advisors, Inc | 36 | 0.00% | $1K | NEW |
| 177 | Pinnacle Wealth Planning Services, Inc. | 34 | 0.00% | $1K | -429 (-92.7%) |
| 178 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 32 | 0.00% | $1K | — |
| 179 | BELLEVUE ASSET MANAGEMENT, LLC | 29 | 0.00% | $1K | NEW |
| 180 | SJS Investment Consulting Inc. | 15 | 0.00% | $524 | — |
| 181 | Investors Portfolio Services LLC | 14 | 0.00% | $488 | — |
| 182 | Horizon Investments, LLC | 13 | 0.00% | $446 | -217 (-94.3%) |
| 183 | Cedar Mountain Advisors, LLC | 13 | 0.00% | $453 | — |
| 184 | Physician Wealth Advisors, Inc. | 11 | 0.00% | $384 | NEW |
| 185 | Wealth Enhancement Trust Services, Inc. | 11 | 0.00% | $384 | NEW |
| 186 | WPG Advisers, LLC | 11 | 0.00% | $384 | — |
| 187 | Global Retirement Partners, LLC | 8 | 0.00% | $279 | NEW |
| 188 | True Wealth Design, LLC | 6 | 0.00% | $210 | NEW |
| 189 | St. Johns Investment Management Company, LLC | 6 | 0.00% | $200 | — |
| 190 | Plante Moran Financial Advisors, LLC | 6 | 0.00% | $209 | NEW |
| 191 | GILPIN WEALTH MANAGEMENT, LLC | 5 | 0.00% | $175 | — |
| 192 | Ankerstar Wealth, LLC | 4 | 0.00% | $139 | — |
| 193 | Evolution Advisers, Inc. | 2 | 0.00% | $0 | NEW |
| 194 | Davis Capital Management | 1 | 0.00% | $35 | NEW |
Exited since 2026-03-31 (40 filers; largest 25 shown)
Large holders from 13D/13G (latest per reporting person, last 2 years)
Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.
| Reporting person | Form | Filed | Event | Shares | % of class |
|---|---|---|---|---|---|
| Abigail P. Johnson | SCHEDULE 13G/A | 2026-08-06 | 2026-06-30 | 1,498,970.72 | 10% |
| FMR LLC | SCHEDULE 13G/A | 2026-08-06 | 2026-06-30 | 1,498,970.72 | 10% |
| BlackRock, Inc. | SCHEDULE 13G/A | 2026-07-08 | 2026-06-30 | 1,116,467 | 7.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | SCHEDULE 13G/A | 2026-05-14 | 2026-03-31 | 0 | 4.61% |
| The Vanguard Group | SCHEDULE 13G/A | 2026-03-27 | 2026-03-13 | 0 | 0% |
| Dimensional Fund Advisors LP | SCHEDULE 13G/A | 2026-01-21 | 2025-12-31 | 685,870 | 4.6% |
Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.