KEX · Kirby Corp · Shareholders & Ownership

$136.21 -0.16 (-0.12%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$7.20B

52.80M

Volume · Oct 20 367.17K Avg daily vol (3M) 479.64K

Every disclosed holder of KEX 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 KEX

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

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	472	53,237,162	100.83%	Yes
Insiders (Forms 3, 4, 5)	18	327,765	0.62%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	764,927	-1.45%	Negative
Registered funds (N-PORT, not summed)	471	27,127,266	51.38%	No

Shares outstanding: 52,800,000, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

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 KEX

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	5,392,912	10.21%	+115,753	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	1,830,973	3.47%	+36,504	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	218,795	0.41%	+11,189	Jun 30, 2026	iShares Trust, not summed
1.3	iShares U.S. Transportation ETF Fund S000004331 · Registered fund · Jul 31, 2026 iShares Trust, not summed	152,618	0.29%	-4,567	Jul 31, 2026	iShares Trust, not summed
1.4	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	147,690	0.28%	-3,784	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Mid-Cap 400 Value ETF Fund S000004309 · Registered fund · Jun 30, 2026 iShares Trust, not summed	144,761	0.27%	-3,917	Jun 30, 2026	iShares Trust, not summed
2	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,759,885	5.23%	+142,347	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	DIMENSIONAL FUND ADVISORS LP 13G CIK 354204 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,759,885	5.23%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.2	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	703,054	1.33%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
2.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	298,253	0.56%	+61,290	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
2.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	269,557	0.51%	+20,341	Jul 31, 2026	Dimensional ETF Trust, not summed
2.5	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	244,290	0.46%	-565	Jul 31, 2026	Dimensional ETF Trust, not summed
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,689,551	5.09%	+28,526	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	VANGUARD PORTFOLIO MANAGEMENT LLC 13G CIK 2100121 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,695,550	5.11%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,656,007	5.03%	-171,964	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Goldman Sachs Asset Management, L.P. 13G CIK 1229262 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	2,377,381	4.50%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.2	Goldman Sachs U.S. Tax-Managed Equity Fund Fund S000009340 · Registered fund · Jun 30, 2026 Goldman Sachs Trust, not summed	320,804	0.61%	0	Jun 30, 2026	Goldman Sachs Trust, not summed
4.3	Goldman Sachs Large Cap Value Insights Fund Fund S000009326 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	49,840	0.09%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
4.4	Goldman Sachs U.S. Equity Insights Fund Fund S000009327 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	46,097	0.09%	-37,667	Jul 31, 2026	Goldman Sachs Trust, not summed
4.5	Goldman Sachs Variable Insurance Trust U.S. Equity Insights Fund Fund S000009352 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	17,720	0.03%	-9,619	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
5	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,432,658	4.61%	-237,505	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	58	0.00%	0	Jul 31, 2026	E Trade 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	2,415,730	4.58%	+8,203	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,698,599	3.22%	+876	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,648,286	3.12%	+9,312	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	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	270,815	0.51%	+6,086	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.2	State Street(R) SPDR(R) S&P(R) Transportation ETF Fund S000012324 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	64,790	0.12%	+11,556	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.3	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	44,271	0.08%	-760	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.4	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	38,040	0.07%	+98	Jun 30, 2026	SPDR SERIES TRUST, not summed
8.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	18,853	0.04%	-200	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
9	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,618,865	3.07%	+214,151	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	First Trust Nasdaq Transportation ETF Fund S000053948 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	64,026	0.12%	+5,447	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
9.2	First Trust Industrials/Producer Durables AlphaDEX Fund Fund S000017701 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	48,895	0.09%	+3,913	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
9.3	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	30,301	0.06%	+9,808	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
9.4	First Trust Mid Cap Value AlphaDEX Fund Fund S000031805 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	7,149	0.01%	+2,581	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
9.5	First Trust Multi Cap Value AlphaDEX Fund Fund S000017342 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	1,580	0.00%	+699	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
10	KING LUTHER CAPITAL MANAGEMENT CORP 13F CIK 310051 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,457,920	2.76%	-102,871	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	LKCM Equity Fund Fund S000004608 · Registered fund · Jun 30, 2026 LKCM Funds, not summed	75,000	0.14%	-10,000	Jun 30, 2026	LKCM Funds, not summed
10.2	LKCM Aquinas Catholic Equity Fund Fund S000004610 · Registered fund · Jun 30, 2026 LKCM Funds, not summed	6,500	0.01%	-1,500	Jun 30, 2026	LKCM Funds, not summed
11	First Trust RBA American Industrial Renaissance ETF Fund S000044209 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	1,437,235	2.72%	+235,252	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
12	Eaton Vance Atlanta Capital SMID-Cap Fund Fund S000005198 · Registered fund · Jun 30, 2026 Eaton Vance Growth Trust, not summed	1,262,546	2.39%	-149,210	Jun 30, 2026	Eaton Vance Growth Trust, not summed
13	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,262,228	2.39%	-473,160	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Neuberger Genesis Fund Fund S000007841 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	818,162	1.55%	-345,578	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
13.2	Neuberger Small-Mid Cap ETF Fund S000084236 · Registered fund · May 31, 2026 Neuberger Berman ETF Trust, not summed	38,202	0.07%	-1,147	May 31, 2026	Neuberger Berman ETF Trust, not summed
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,227,290	2.32%	-9,691	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,190,344	2.25%	+168,440	Jun 30, 2026	carried, not yet filed for the newest quarter
16	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,150,107	2.18%	-425,386	Jun 30, 2026	carried, not yet filed for the newest quarter
17	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	936,109	1.77%	+7,408	Jun 30, 2026	carried, not yet filed for the newest quarter
18	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	917,664	1.74%	+123,111	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	279,907	0.53%	-2,824	May 31, 2026	Fidelity Concord Street Trust, not summed
18.2	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	264,000	0.50%	-2,600	May 31, 2026	Fidelity Rutland Square Trust II, not summed
18.3	Fidelity Advisor Stock Selector Mid Cap Fund Fund S000005114 · Registered fund · May 31, 2026 Fidelity Advisor Series I, not summed	253,794	0.48%	+3,800	May 31, 2026	Fidelity Advisor Series I, not summed
18.4	VIP Mid Cap Portfolio Fund S000007734 · Registered fund · Jun 30, 2026 Variable Insurance Products Fund III, not summed	208,300	0.39%	+60,300	Jun 30, 2026	Variable Insurance Products Fund III, not summed
18.5	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	201,874	0.38%	+2,117	Jul 31, 2026	Fidelity Salem Street Trust, not summed
19	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	883,760	1.67%	+349,588	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	87,809	0.17%	+64,620	Jun 30, 2026	AQR Funds, not summed
19.2	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	2,244	0.00%	0	Jun 30, 2026	AQR Funds, not summed
19.3	AQR Trend Total Return Fund Fund S000074759 · Registered fund · Jun 30, 2026 AQR Funds, not summed	823	0.00%	+262	Jun 30, 2026	AQR Funds, not summed
19.4	AQR MS Fusion HV Fund Fund S000093174 · Registered fund · Jun 30, 2026 AQR Funds, not summed	773	0.00%	+258	Jun 30, 2026	AQR Funds, not summed
19.5	AQR LSE Fusion Fund Fund S000093171 · Registered fund · Jun 30, 2026 AQR Funds, not summed	248	0.00%	+130	Jun 30, 2026	AQR Funds, not summed
20	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	881,640	1.67%	-234,100	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	AB Discovery Value Fund Fund S000010412 · Registered fund · Jun 30, 2026 AB TRUST, not summed	196,896	0.37%	-3,988	Jun 30, 2026	AB TRUST, not summed
20.2	AB Discovery Value Portfolio Fund S000010436 · Registered fund · Jun 30, 2026 AB VARIABLE PRODUCTS SERIES FUND, INC., not summed	59,367	0.11%	-16,449	Jun 30, 2026	AB VARIABLE PRODUCTS SERIES FUND, INC., not summed
20.3	AB Small Cap Value Portfolio Fund S000045542 · Registered fund · Jun 30, 2026 AB CAP FUND, INC., not summed	33,417	0.06%	-3,704	Jun 30, 2026	AB CAP FUND, INC., not summed
20.4	Small Cap Core Portfolio Fund S000051867 · Registered fund · Jun 30, 2026 Bernstein Fund Inc, not summed	25,241	0.05%	-2,749	Jun 30, 2026	Bernstein Fund Inc, not summed
20.5	Tax-Aware Overlay A Portfolio Fund S000027648 · Registered fund · Jun 30, 2026 BERNSTEIN SANFORD C FUND INC, not summed	1,995	0.00%	-487	Jun 30, 2026	BERNSTEIN SANFORD C FUND INC, not summed
21	JENNISON ASSOCIATES LLC 13F CIK 53417 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	865,097	1.64%	+107,068	Jun 30, 2026	carried, not yet filed for the newest quarter
22	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	777,234	1.47%	-10,456	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	775,959	1.47%	-370,606	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
24	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	775,947	1.47%	-4,925	May 31, 2026	American Century ETF Trust, not summed
25	CONGRESS ASSET MANAGEMENT CO 13F CIK 897378 · Registered investment adviser · Sep 30, 2026	761,099	1.44%	+57,371	Sep 30, 2026
25.1	Congress Small Cap Growth Fund Fund S000058028 · Registered fund · Jul 31, 2026 Professionally Managed Portfolios, not summed	350,000	0.66%	0	Jul 31, 2026	Professionally Managed Portfolios, not summed
26	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	683,912	1.30%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
27	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	677,254	1.28%	-20,563	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	260,542	0.49%	-2,498	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	146,623	0.28%	-12,208	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27.3	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	146,498	0.28%	-28	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
27.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	40,622	0.08%	+1,657	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
27.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	32,623	0.06%	+852	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
28	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	671,706	1.27%	+503,185	Jun 30, 2026	carried, not yet filed for the newest quarter
29	FRONTIER CAPITAL MANAGEMENT CO LLC 13F CIK 351173 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	666,554	1.26%	+22,225	Jun 30, 2026	carried, not yet filed for the newest quarter
30	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	613,603	1.16%	+8,763	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
31	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	573,902	1.09%	+465,980	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Invesco Discovery Fund Fund S000064618 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	398,833	0.76%	—	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
31.2	Invesco Russell 1000 Dynamic Multifactor ETF Fund S000064607 · Registered fund · May 31, 2026 Invesco Exchange-Traded Self-Indexed Fund Trust, not summed	19,386	0.04%	+7,369	May 31, 2026	Invesco Exchange-Traded Self-Indexed Fund Trust, not summed
31.3	Invesco S&P MidCap 400 Revenue ETF Fund S000064595 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	12,598	0.02%	-935	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
31.4	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	11,712	0.02%	-139	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
31.5	Invesco S&P Midcap 400 QVM Multi-Factor ETF Fund S000072319 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	6,966	0.01%	-446	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
32	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	539,856	1.02%	-191,487	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	Columbia Small Cap Value Discovery Fund Fund S000012102 · Registered fund · Jul 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	111,535	0.21%	-23,226	Jul 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed
32.2	Columbia Mid Cap Index Fund Fund S000010826 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	38,713	0.07%	-1,254	May 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
32.3	Columbia Research Enhanced Core ETF Fund S000066076 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	22,914	0.04%	—	Jul 31, 2026	Columbia ETF Trust I, not summed
32.4	Columbia Variable Portfolio - Small Cap Value Discovery Fund Fund S000012561 · Registered fund · Jun 30, 2026 COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed	20,177	0.04%	-16,761	Jun 30, 2026	COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
32.5	Variable Portfolio - Partners Small Cap Value Fund Fund S000019853 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	15,293	0.03%	-375	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
33	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	525,769	1.00%	+328,369	Jun 30, 2026	carried, not yet filed for the newest quarter
34	BARROW HANLEY MEWHINNEY & STRAUSS LLC 13F CIK 313028 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	510,102	0.97%	-95,884	Jun 30, 2026	carried, not yet filed for the newest quarter
35	Hood River Capital Management LLC 13F CIK 1578177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	497,476	0.94%	+33,154	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Hood River Small-Cap Growth Fund Fund S000012813 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	237,042	0.45%	-6,424	Jun 30, 2026	Manager Directed Portfolios, not summed
35.2	Hood River New Opportunities Fund Fund S000086255 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	44,304	0.08%	+15,024	Jun 30, 2026	Manager Directed Portfolios, not summed
36	NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 13F CIK 921739 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	489,909	0.93%	-33,498	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Nomura Small Cap Value Fund Fund S000002401 · Registered fund · May 29, 2026 Delaware Group Equity Funds V, not summed	177,363	0.34%	-28,600	May 29, 2026	Delaware Group Equity Funds V, not summed
36.2	Nomura VIP Small Cap Value Series Fund S000002475 · Registered fund · Jun 30, 2026 Delaware VIP Trust, not summed	94,250	0.18%	-8,500	Jun 30, 2026	Delaware VIP Trust, not summed
36.3	Optimum Small-Mid Cap Growth Fund Fund S000002424 · Registered fund · Jun 30, 2026 Optimum Fund Trust, not summed	79,806	0.15%	+6,073	Jun 30, 2026	Optimum Fund Trust, not summed
36.4	Nomura Smid Cap Core Fund Fund S000024831 · Registered fund · Jun 30, 2026 IVY FUNDS, not summed	35,687	0.07%	-2,003	Jun 30, 2026	IVY FUNDS, not summed
36.5	Nomura VIP Smid Cap Core Series Fund S000006234 · Registered fund · Jun 30, 2026 Ivy Variable Insurance Portfolios, not summed	19,716	0.04%	-1,084	Jun 30, 2026	Ivy Variable Insurance Portfolios, not summed
37	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	460,019	0.87%	+114,396	Jun 30, 2026	carried, not yet filed for the newest quarter
38	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	448,414	0.85%	-11,546	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	34,774	0.07%	+990	Jun 30, 2026	Northern Funds, not summed
38.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,686	0.01%	-7,786	Jul 31, 2026	FlexShares Trust, not summed
39	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	434,924	0.82%	+93,856	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	228,435	0.43%	0	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
39.2	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	7,439	0.01%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
39.3	T. Rowe Price Mid-Cap Index Fund Fund S000051326 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	4,725	0.01%	+269	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
40	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	416,819	0.79%	+143,945	Jun 30, 2026	carried, not yet filed for the newest quarter
41	State Street SPDR S&P MidCap 400SM ETF Trust Fund · Registered fund · Jun 30, 2026 SPDR S&P MIDCAP 400 ETF TRUST, not summed	411,634	0.78%	—	Jun 30, 2026	SPDR S&P MIDCAP 400 ETF TRUST, not summed
41.1	Liberty All-Star Growth Fund Fund · Registered fund · Jun 30, 2026 LIBERTY ALL STAR GROWTH FUND INC., not summed	20,000	0.04%	—	Jun 30, 2026	LIBERTY ALL STAR GROWTH FUND INC., not summed
41.2	ROYCE SMALL-CAP TRUST, INC. Fund · Registered fund · Jun 30, 2026 ROYCE SMALL-CAP TRUST, INC., not summed	13,464	0.03%	—	Jun 30, 2026	ROYCE SMALL-CAP TRUST, INC., not summed
41.3	Nuveen S&P 500 Dynamic Overwrite Fund Fund · Registered fund · Jun 30, 2026 Nuveen S&P 500 Dynamic Overwrite Fund, not summed	6,613	0.01%	—	Jun 30, 2026	Nuveen S&P 500 Dynamic Overwrite Fund, not summed
42	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	394,968	0.75%	-85,047	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Janus Henderson Mid Cap Value Fund Fund S000010471 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	184,703	0.35%	-57,987	Jun 30, 2026	Janus Investment Fund, not summed
42.2	Janus Henderson Small Cap Value Fund Fund S000010480 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	141,391	0.27%	-34,880	Jun 30, 2026	Janus Investment Fund, not summed
42.3	Janus Henderson VIT Mid Cap Value Portfolio Fund S000010397 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	11,588	0.02%	-3,174	Jun 30, 2026	Janus Aspen Series, not summed
42.4	Janus Henderson Small-Mid Cap Value Fund Fund S000035097 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	8,316	0.02%	-1,554	Jun 30, 2026	Janus Investment Fund, not summed
43	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	338,214	0.64%	+1,710	Jun 30, 2026	carried, not yet filed for the newest quarter
44	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	337,989	0.64%	-287,625	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	335,380	0.64%	+59,699	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	VictoryShares US Small Mid Cap Value Momentum ETF Fund S000065161 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	51,671	0.10%	—	Jun 30, 2026	Victory Portfolios II, not summed
45.2	Victory Integrity Small/Mid-Cap Value Fund Fund S000046398 · Registered fund · Jun 30, 2026 Victory Portfolios, not summed	28,907	0.05%	-891	Jun 30, 2026	Victory Portfolios, not summed
45.3	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	6,137	0.01%	+46	Jul 31, 2026	Victory Portfolios III, not summed
46	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	330,837	0.63%	-8,115	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	DWS Core Equity Fund Fund S000005706 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	307,923	0.58%	-6,285	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
46.2	DWS Core Equity VIP Fund S000006247 · Registered fund · Jun 30, 2026 DEUTSCHE DWS VARIABLE SERIES I, not summed	7,391	0.01%	-177	Jun 30, 2026	DEUTSCHE DWS VARIABLE SERIES I, not summed
46.3	DWS Enhanced Core Equity Fund Fund S000062621 · Registered fund · May 31, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	6,858	0.01%	-87	May 31, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
46.4	Xtrackers Russell US Multifactor ETF Fund S000048521 · Registered fund · May 29, 2026 DBX ETF Trust, not summed	3,015	0.01%	+468	May 29, 2026	DBX ETF Trust, not summed
46.5	DWS Small Mid Cap Value VIP Fund S000006269 · Registered fund · Jun 30, 2026 DEUTSCHE DWS VARIABLE SERIES II, not summed	1,669	0.00%	-2,110	Jun 30, 2026	DEUTSCHE DWS VARIABLE SERIES II, not summed
47	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	316,545	0.60%	-21,290	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	9,087	0.02%	—	Jul 31, 2026	BNY Mellon ETF Trust, not summed
48	Assenagon Asset Management S.A. 13F CIK 1546007 · Unknown · Sep 30, 2026	314,208	0.60%	+43,832	Sep 30, 2026
49	FIL Ltd 13F CIK 318989 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	304,697	0.58%	+85,197	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Select Equity Group, L.P. 13F CIK 1592643 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	304,102	0.58%	-71,795	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 56047 CUSIP 497266106 13F (30d) 49 filings 48 filers Visit website Investor relations