KMX · Carmax Inc · Shareholders & Ownership

$53.34 +1.69 (+3.27%)

S&P 600 member Russell 1000 member Rebalance outlook locked

Market Cap

$7.33B

141.94M

Volume · Oct 20 1.01M Avg daily vol (3M) 2.61M

Every disclosed holder of KMX 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 KMX

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)	561	147,548,379	103.95%	Yes
Insiders (Forms 3, 4, 5)	23	859,107	0.61%	Yes
13D/G-only blocks	1	4,138,985	2.92%	Yes
Remaining	—	10,603,664	-7.47%	Negative
Registered funds (N-PORT, not summed)	334	57,231,489	40.32%	No

Shares outstanding: 141,942,807, 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 KMX

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	17,092,089	12.04%	-165,372	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	8,549,008	6.02%	+33,012	Jun 30, 2026	iShares Trust, not summed
1.2	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,221,631	0.86%	-163,305	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	581,048	0.41%	+35,017	Jun 30, 2026	iShares Trust, not summed
1.4	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	316,631	0.22%	-19,064	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Russell Mid-Cap Value ETF Fund S000004335 · Registered fund · Jun 30, 2026 iShares Trust, not summed	216,909	0.15%	+13,572	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	7,286,475	5.13%	+10,203	Jun 30, 2026	carried, not yet filed for the newest quarter
3	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,622,794	4.67%	-3,437,708	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	AQR CAPITAL MANAGEMENT LLC 13G CIK 1167557 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	6,622,794	4.67%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	336,996	0.24%	-271,784	Jun 30, 2026	AQR Funds, not summed
3.3	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	59,552	0.04%	-98,430	Jun 30, 2026	AQR Funds, not summed
3.4	AQR Multi-Asset Fund Fund S000029959 · Registered fund · Jun 30, 2026 AQR Funds, not summed	58,625	0.04%	-5,059	Jun 30, 2026	AQR Funds, not summed
3.5	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	43,614	0.03%	-32,619	Jun 30, 2026	AQR Funds, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,420,191	4.52%	+33,427	Jun 30, 2026	carried, not yet filed for the newest quarter
5	SRS Investment Management, LLC 13F CIK 1503174 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,922,862	4.17%	+271,188	Jun 30, 2026	carried, not yet filed for the newest quarter
6	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,831,970	4.11%	+484,873	Jun 30, 2026	carried, not yet filed for the newest quarter
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,156,276	3.63%	+271,216	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,301,763	0.92%	+17,367	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	735,771	0.52%	-6,859	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	State Street(R) SPDR(R) S&P(R) Retail ETF Fund S000012322 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	106,187	0.07%	+32,578	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	49,000	0.03%	-1,900	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7.5	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	32,780	0.02%	+360	Jun 30, 2026	SPDR SERIES TRUST, not summed
8	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,974,772	3.50%	+699,109	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	1,424,282	1.00%	+149,491	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.2	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	627,439	0.44%	+108,505	Jul 31, 2026	Dimensional ETF Trust, not summed
8.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	427,273	0.30%	+82,371	Jul 31, 2026	Dimensional ETF Trust, not summed
8.4	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	424,505	0.30%	+63,924	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
8.5	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	377,018	0.27%	+53,823	Jul 31, 2026	Dimensional ETF Trust, not summed
9	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	4,645,036	3.27%	+64,229	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	Janus Henderson VIT Enterprise Portfolio Fund S000010396 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	283,201	0.20%	+7,185	Jun 30, 2026	Janus Aspen Series, not summed
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,507,450	3.18%	-2,367	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	PRIMECAP MANAGEMENT CO/CA/ 13F CIK 763212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,359,016	3.07%	+870	Jun 30, 2026	carried, not yet filed for the newest quarter
11.1	VANGUARD CAPITAL OPPORTUNITY FUND Fund S000002594 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	1,665,647	1.17%	0	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
11.2	VANGUARD PRIMECAP CORE FUND Fund S000002581 · Registered fund · Jun 30, 2026 VANGUARD FENWAY FUNDS, not summed	952,490	0.67%	+4,400	Jun 30, 2026	VANGUARD FENWAY FUNDS, not summed
11.3	PRIMECAP Odyssey Aggressive Growth Fund Fund S000005541 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	521,600	0.37%	0	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
11.4	PRIMECAP Odyssey Growth Fund Fund S000005540 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	412,900	0.29%	-1,400	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
11.5	PRIMECAP Odyssey Stock Fund Fund S000005539 · Registered fund · Jul 31, 2026 PRIMECAP Odyssey Funds, not summed	408,200	0.29%	-2,300	Jul 31, 2026	PRIMECAP Odyssey Funds, not summed
12	Capital Research Global Investors 13G CIK 1422848 · Investment adviser · Dec 29, 2023 Rule 13d-1(b), qualified institution	4,138,985	2.92%	—	Dec 29, 2023	Rule 13d-1(b), qualified institution
13	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,280,103	2.31%	+359,686	Jun 30, 2026	carried, not yet filed for the newest quarter
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,253,600	2.29%	-15,984	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,250,267	2.29%	+1,859,355	Jun 30, 2026	carried, not yet filed for the newest quarter
16	Baird Financial Group, Inc. 13F CIK 1648711 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,207,134	2.26%	+138,682	Jun 30, 2026	carried, not yet filed for the newest quarter
17	Starboard Value LP 13F CIK 1517137 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,206,438	2.26%	-2,994,924	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Janus Henderson Enterprise Fund Fund S000010490 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	3,156,983	2.22%	0	Jun 30, 2026	Janus Investment Fund, not summed
19	First Pacific Advisors, LP 13F CIK 1377581 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,008,564	2.12%	+26,855	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	FPA Crescent Fund Fund S000009495 · Registered fund · Jun 30, 2026 Investment Managers Series Trust III, not summed	1,845,215	1.30%	0	Jun 30, 2026	Investment Managers Series Trust III, not summed
20	HAWK RIDGE CAPITAL MANAGEMENT LP 13F CIK 1609074 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,834,458	2.00%	+2,834,458	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	2,715,619	1.91%	+1,922,600	May 31, 2026	American Century ETF Trust, not summed
22	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,564,007	1.81%	+9,240	Jun 30, 2026	carried, not yet filed for the newest quarter
23	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	2,420,139	1.71%	+21,882	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Fundamental All Cap Core Fund Fund S000032685 · Registered fund · May 31, 2026 John Hancock Funds II, not summed	177,019	0.12%	-12,534	May 31, 2026	John Hancock Funds II, not summed
23.2	John Hancock Multifactor Mid Cap ETF Fund S000050079 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	107,746	0.08%	+6,454	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
23.3	John Hancock Fundamental All Cap Core ETF Fund S000082342 · Registered fund · Jun 30, 2026 John Hancock Exchange-Traded Fund Trust, not summed	1,195	0.00%	0	Jun 30, 2026	John Hancock Exchange-Traded Fund Trust, not summed
24	CANADA PENSION PLAN INVESTMENT BOARD 13F CIK 1283718 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	2,183,121	1.54%	+1,908,090	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	2,176,424	1.53%	-358,315	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	376	0.00%	+239	Jul 31, 2026	E Trade Trust, not summed
26	Apollo Management Holdings, L.P. 13F CIK 1449434 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,986,285	1.40%	-2,158,456	Jun 30, 2026	carried, not yet filed for the newest quarter
27	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,898,337	1.34%	+583,504	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Slate Path Capital LP 13F CIK 1559706 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,827,700	1.29%	+1,827,700	Jun 30, 2026	carried, not yet filed for the newest quarter
29	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,634,480	1.15%	+32,958	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Goldman Sachs MarketBeta U.S. 1000 Equity ETF Fund S000075322 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust II, not summed	4,780	0.00%	+24	May 31, 2026	Goldman Sachs ETF Trust II, not summed
29.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	4,700	0.00%	+921	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
29.3	Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Fund S000083006 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	1,832	0.00%	-126	May 31, 2026	Goldman Sachs ETF Trust, not summed
29.4	Goldman Sachs JUST U.S. Large Cap Equity ETF Fund S000061377 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	1,621	0.00%	-245	May 31, 2026	Goldman Sachs ETF Trust, not summed
30	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,630,335	1.15%	-21,668	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
31	DIAMOND HILL CAPITAL MANAGEMENT INC 13F CIK 1217541 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,628,905	1.15%	-841,691	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	DIAMOND HILL LARGE CAP FUND Fund S000003155 · Registered fund · Jun 30, 2026 Diamond Hill Funds, not summed	507,478	0.36%	-244,149	Jun 30, 2026	Diamond Hill Funds, not summed
31.2	DIAMOND HILL SELECT FUND Fund S000012191 · Registered fund · Jun 30, 2026 Diamond Hill Funds, not summed	253,496	0.18%	-66,572	Jun 30, 2026	Diamond Hill Funds, not summed
32	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,628,069	1.15%	+46,466	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
33	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,510,820	1.06%	+76,230	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Schwab U.S. Mid-Cap ETF Fund S000026635 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	382,987	0.27%	-13,533	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
33.2	Schwab Fundamental U.S. Large Company ETF Fund S000040877 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	246,843	0.17%	+38,817	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
33.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	150,515	0.11%	-3,238	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
33.4	Schwab Fundamental U.S. Large Company Index Fund Fund S000016766 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	145,742	0.10%	+23,800	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
33.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	85,625	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
34	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,133,035	0.80%	+80,496	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	728,677	0.51%	-51,193	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
34.2	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	98,185	0.07%	+12,951	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
34.3	Invesco S&P Smallcap 600 Pure Value ETF Fund S000060800 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	66,438	0.05%	+1,145	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
34.4	Invesco S&P SmallCap 600 QVM Multi-Factor ETF Fund S000072320 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	23,104	0.02%	-121	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
34.5	Invesco S&P SmallCap Consumer Discretionary ETF Fund S000028294 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	13,732	0.01%	-3,587	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
35	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,129,189	0.80%	+40,063	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	27,694	0.02%	+1,360	Jul 31, 2026	FlexShares Trust, not summed
36	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,045,011	0.74%	-642,348	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Focus Partners Wealth 13F CIK 1542153 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,016,596	0.72%	-476,263	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Woodline Partners LP 13F CIK 1784547 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,005,951	0.71%	+240,725	Jun 30, 2026	carried, not yet filed for the newest quarter
39	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	969,082	0.68%	+511,354	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Alyeska Investment Group, L.P. 13F CIK 1453072 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	957,980	0.67%	+957,980	Jun 30, 2026	carried, not yet filed for the newest quarter
41	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	957,809	0.67%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
42	Rings Capital Management LLC 13F CIK 1771122 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	949,000	0.67%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
43	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	932,805	0.66%	+14,976	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Silver Heights Capital Management Inc 13F CIK 1705712 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	912,993	0.64%	-4,705	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Vulcan Value Partners, LLC 13F CIK 1556785 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	912,638	0.64%	-1,292,238	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Vulcan Value Partners Fund Fund S000027283 · Registered fund · Jul 31, 2025 FINANCIAL INVESTORS TRUST, not summed	147,768	0.10%	-12,591	Jul 31, 2025	FINANCIAL INVESTORS TRUST, not summed
45.2	Vulcan Value Partners Fund Fund S000091565 · Registered fund · Jul 31, 2026 Elevation Series Trust, not summed	81,100	0.06%	-188,230	Jul 31, 2026	Elevation Series Trust, not summed
45.3	Vulcan Value Partners Small Cap Fund Fund S000027284 · Registered fund · Jul 31, 2025 FINANCIAL INVESTORS TRUST, not summed	51,761	0.04%	0	Jul 31, 2025	FINANCIAL INVESTORS TRUST, not summed
45.4	Vulcan Value Partners Small Cap Fund Fund S000091566 · Registered fund · Jul 31, 2026 Elevation Series Trust, not summed	30,981	0.02%	-56,862	Jul 31, 2026	Elevation Series Trust, not summed
46	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	899,029	0.63%	+17,331	Jun 30, 2026	carried, not yet filed for the newest quarter
47	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	866,663	0.61%	-747,632	Jun 30, 2026	carried, not yet filed for the newest quarter
48	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	864,362	0.61%	-380,638	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Fundamental All Cap Core Trust Fund S000008296 · Registered fund · Jun 30, 2026 John Hancock Variable Insurance Trust, not summed	823,412	0.58%	0	Jun 30, 2026	John Hancock Variable Insurance Trust, not summed
50	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	807,108	0.57%	-10,722	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	BNY Mellon US Mid Cap Core Equity ETF Fund S000067261 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	21,449	0.02%	+384	Jul 31, 2026	BNY Mellon ETF Trust, not summed

59 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 1170010 CUSIP 143130102 13F (30d) 59 filings 54 filers Visit website Investor relations