13F QoQ Ownership Changes
KEX Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 88 new · 102 added · 222 reduced · 71 exited
New Positions(88)
Added To(102)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,566,861 | +480,397 | $613.4M | +$188.9M | 9.4% |
| GOLDMAN SACHS GROUP INC | 2,612,119 | +1,251,700 | $287.8M | +$174.3M | 92.0% |
| FIRST TRUST ADVISORS LP | 2,256,667 | +1,178,963 | $248.6M | +$158.7M | 109.4% |
| DIMENSIONAL FUND ADVISORS LP | 2,484,508 | +93,676 | $273.7M | +$74.2M | 3.9% |
| WELLINGTON MANAGEMENT GROUP LLP | 1,932,146 | +178,422 | $212.9M | +$66.5M | 10.2% |
| AMERICAN CENTURY COMPANIES INC | 665,479 | +393,980 | $73.3M | +$50.7M | 145.1% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 1,617,100 | +47,099 | $178.2M | +$47.2M | 3.0% |
| PRUDENTIAL FINANCIAL INC | 526,551 | +369,976 | $58.0M | +$44.9M | 236.3% |
| DEUTSCHE BANK AG\ | 344,250 | +337,327 | $37.9M | +$37.4M | 4872.6% |
| CITADEL ADVISORS LLC | 515,183 | +266,596 | $56.8M | +$36.0M | 107.2% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 352,670 | +154,477 | $38.9M | +$22.3M | 77.9% |
| Amundi | 284,363 | +151,183 | $31.3M | +$20.2M | 113.5% |
| AQR CAPITAL MANAGEMENT LLC | 390,719 | +48,842 | $43.0M | +$14.5M | 14.3% |
| Assenagon Asset Management S.A. | 214,979 | +104,295 | $23.7M | +$14.4M | 94.2% |
| Gotham Asset Management, LLC | 104,719 | +98,989 | $11.5M | +$11.1M | 1727.5% |
| Trexquant Investment LP | 199,252 | +37,635 | $22.0M | +$8.5M | 23.3% |
| BNP PARIBAS FINANCIAL MARKETS | 158,698 | +49,764 | $17.5M | +$8.4M | 45.7% |
| VICTORY CAPITAL MANAGEMENT INC | 248,815 | +1,206 | $27.4M | +$6.8M | 0.5% |
| Select Equity Group, L.P. | 163,731 | +26,684 | $18.0M | +$6.6M | 19.5% |
| OSAIC HOLDINGS, INC. | 58,873 | +55,659 | $6.5M | +$6.2M | 1731.8% |
| PICTON MAHONEY ASSET MANAGEMENT | 51,188 | +51,178 | $5.6M | +$5.6M | 511780.0% |
| LMR Partners LLP | 59,906 | +48,068 | $6.6M | +$5.6M | 406.0% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 132,932 | +23,441 | $14.6M | +$5.5M | 21.4% |
| RAYMOND JAMES FINANCIAL INC | 50,416 | +35,968 | $5.6M | +$4.3M | 248.9% |
| Mountaineer Partners Management, LLC | 87,444 | +22,013 | $9.6M | +$4.2M | 33.6% |
| FIL Ltd | 130,874 | +6,874 | $14.4M | +$4.1M | 5.5% |
| CenterBook Partners LP | 33,110 | +30,391 | $3.6M | +$3.4M | 1117.7% |
| NORGES BANK | 738,379 | +50,669 | $81.4M | -$2.8M | 7.4% |
| Nuveen, LLC | 101,484 | +904 | $11.2M | +$2.8M | 0.9% |
| Voya Investment Management LLC | 80,465 | +4,699 | $8.9M | +$2.5M | 6.2% |
| Empire Life Investments Inc. | 89,222 | +237 | $9.8M | +$2.4M | 0.3% |
| HOURGLASS CAPITAL, LLC | 75,080 | +1,350 | $8.3M | +$2.1M | 1.8% |
| MACKENZIE FINANCIAL CORP | 27,591 | +15,945 | $3.1M | +$2.1M | 136.9% |
| Schonfeld Strategic Advisors LLC | 54,478 | +6,780 | $6.0M | +$2.0M | 14.2% |
| STIFEL FINANCIAL CORP | 38,264 | +9,064 | $4.2M | +$1.8M | 31.0% |
| State of Tennessee, Department of Treasury | 25,638 | +9,868 | $3.0M | +$1.7M | 62.6% |
| Orion Porfolio Solutions, LLC | 35,418 | +8,978 | $3.9M | +$1.7M | 34.0% |
| INTECH INVESTMENT MANAGEMENT LLC | 27,050 | +11,288 | $3.0M | +$1.7M | 71.6% |
| EverSource Wealth Advisors, LLC | 52,718 | +2,068 | $5.8M | +$1.6M | 4.1% |
| Russell Investments Group, Ltd. | 26,975 | +10,030 | $3.0M | +$1.6M | 59.2% |
| Quantinno Capital Management LP | 29,804 | +5,846 | $3.3M | +$1.3M | 24.4% |
| Pathstone Holdings, LLC | 23,777 | +6,664 | $2.6M | +$1.2M | 38.9% |
| Stanley-Laman Group, Ltd. | 36,211 | +2,210 | $4.0M | +$1.2M | 6.5% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 41,552 | +424 | $4.6M | +$1.1M | 1.0% |
| COMERICA BANK | 22,659 | +6,319 | $2.5M | +$1.1M | 38.7% |
| Corient Private Wealth LLC | 31,623 | +700 | $3.5M | +$903.7K | 2.3% |
| Vanguard Personalized Indexing Management, LLC | 11,676 | +6,152 | $1.3M | +$825.5K | 111.4% |
| Swiss National Bank | 27,457 | +300 | $3.0M | +$759.0K | 1.1% |
| Krilogy Financial LLC | 9,267 | +5,067 | $1.2M | +$745.2K | 120.6% |
| CANADA PENSION PLAN INVESTMENT BOARD | 6,100 | +5,800 | $672.1K | +$647.1K | 1933.3% |
| HighTower Advisors, LLC | 19,416 | +630 | $2.1M | +$571.6K | 3.4% |
| WASHINGTON CAPITAL MANAGEMENT, INC | 10,825 | +1,500 | $1.2M | +$414.5K | 16.1% |
| Americana Partners, LLC | 6,996 | +2,196 | $770.8K | +$370.3K | 45.8% |
| STEPHENS INC /AR/ | 11,955 | +445 | $1.3M | +$356.7K | 3.9% |
| OPPENHEIMER & CO INC | 11,840 | +135 | $1.3M | +$327.7K | 1.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5,986 | +1,159 | $708.9K | +$315.3K | 24.0% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,365 | +1,132 | $811.5K | +$291.3K | 18.2% |
| Argent Trust Co | 5,177 | +1,177 | $570.4K | +$236.6K | 29.4% |
| Dynamic Technology Lab Private Ltd | 6,607 | +393 | $728.0K | +$209.0K | 6.3% |
| Horizon Investments, LLC | 6,605 | +218 | $727.7K | +$194.7K | 3.4% |
| Sepio Capital, LP | 7,049 | +36 | $776.7K | +$191.4K | 0.5% |
| Kestra Advisory Services, LLC | 6,810 | +70 | $750.3K | +$187.9K | 1.0% |
| KLP KAPITALFORVALTNING AS | 5,800 | +100 | $639.0K | +$163.4K | 1.8% |
| Verdence Capital Advisors LLC | 6,384 | +247 | $703.4K | +$159.0K | 4.0% |
| M&T Bank Corp | 5,179 | +125 | $571.0K | +$149.5K | 2.5% |
| Procyon Advisors, LLC | 2,733 | +121 | $301.1K | +$83.2K | 4.6% |
| JONES FINANCIAL COMPANIES LLLP | 942 | +451 | $103.8K | +$62.2K | 91.8% |
| Focus Partners Wealth | 3,162 | +438 | $276.8K | +$49.5K | 16.1% |
| Rockefeller Capital Management L.P. | 1,079 | +168 | $118.9K | +$42.9K | 18.4% |
| UMB Bank, n.a. | 636 | +233 | $70.1K | +$36.4K | 57.8% |
| STRS OHIO | 1,337 | +2 | $147.3K | +$35.9K | 0.1% |
| Smartleaf Asset Management LLC | 306 | +258 | $34.0K | +$29.9K | 537.5% |
| FIFTH THIRD BANCORP | 739 | +114 | $81.4K | +$29.3K | 18.2% |
| ROTHSCHILD INVESTMENT LLC | 270 | +260 | $29.7K | +$28.9K | 2600.0% |
| SIGNATUREFD, LLC | 978 | +3 | $107.8K | +$26.4K | 0.3% |
| Parallel Advisors, LLC | 402 | +134 | $44.3K | +$21.9K | 50.0% |
| ALGERT GLOBAL LLC | 200,074 | +186,354 | $22.0K | +$20.9K | 1358.3% |
| PRIVATE TRUST CO NA | 205 | +84 | $22.6K | +$12.5K | 69.4% |
| Blue Trust, Inc. | 265 | +55 | $29.2K | +$11.7K | 26.2% |
| Farther Finance Advisors, LLC | 203 | +65 | $22.4K | +$10.9K | 47.1% |
| ASSETMARK, INC | 123 | +83 | $13.6K | +$10.2K | 207.5% |
| Bogart Wealth, LLC | 313 | +11 | $34.5K | +$9.3K | 3.6% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 335,132 | +2,173 | $36.9K | +$9.1K | 0.7% |
| Quent Capital, LLC | 143 | +57 | $15.8K | +$8.6K | 66.3% |
| Root Financial Partners, LLC | 152 | +54 | $16.7K | +$8.6K | 55.1% |
| MassMutual Private Wealth & Trust, FSB | 203 | +36 | $22.4K | +$8.4K | 21.6% |
| MAI Capital Management | 112 | +56 | $12.3K | +$7.7K | 100.0% |
| Parkside Financial Bank & Trust | 82 | +51 | $9.0K | +$6.4K | 164.5% |
| Global Retirement Partners, LLC | 96 | +15 | $10.6K | +$3.8K | 18.5% |
| JFS WEALTH ADVISORS, LLC | 67 | +15 | $7.4K | +$3.0K | 28.8% |
| Larson Financial Group LLC | 81 | +6 | $8.9K | +$2.7K | 8.0% |
| Transamerica Financial Advisors, LLC | 18 | +17 | $2.0K | +$1.9K | 1700.0% |
| American Trust | 2,415 | +85 | $266.1K | +$1.8K | 3.6% |
| Activest Wealth Management | 33 | +3 | $3.6K | +$1.1K | 10.0% |
| Versant Capital Management, Inc | 28 | +1 | $3.1K | +$832 | 3.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15 | +1 | $1.7K | +$485 | 7.1% |
| Rialto Wealth Management, LLC | 6 | +1 | $662 | +$244 | 20.0% |
| Bay Harbor Wealth Management, LLC | 4 | +1 | $440 | +$190 | 33.3% |
| HANTZ FINANCIAL SERVICES, INC. | 1,933 | +1,509 | $213 | +$178 | 355.9% |
| HFM Investment Advisors, LLC | 3 | +1 | $331 | +$164 | 50.0% |
| CWM, LLC | 2,523 | +672 | $278 | +$124 | 36.3% |
| Covestor Ltd | 1,107 | +939 | $122 | +$108 | 558.9% |