13F QoQ Ownership Changes
KMT Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 59 new · 91 added · 118 reduced · 38 exited
New Positions(59)
Added To(91)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,261,934 | +328,025 | $320.0M | +$91.1M | 3.0% |
| FMR LLC | 2,448,308 | +1,834,224 | $69.6M | +$56.7M | 298.7% |
| DIMENSIONAL FUND ADVISORS LP | 4,750,538 | +96,888 | $135.0M | +$37.6M | 2.1% |
| STATE STREET CORP | 2,899,770 | +9,963 | $82.4M | +$21.9M | 0.3% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,991,140 | +104,092 | $56.6M | +$17.1M | 5.5% |
| Medina Value Partners, LLC | 968,294 | +407,487 | $27.5M | +$15.8M | 72.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,882,087 | +350 | $53.5M | +$14.1M | 0.0% |
| UBS Group AG | 538,321 | +352,726 | $15.3M | +$11.4M | 190.1% |
| DEPRINCE RACE & ZOLLO INC | 1,343,451 | +47,839 | $38.2M | +$11.1M | 3.7% |
| Apollo Management Holdings, L.P. | 1,340,673 | +29,545 | $38.1M | +$10.6M | 2.3% |
| MARSHALL WACE, LLP | 375,839 | +332,981 | $10.7M | +$9.8M | 776.9% |
| GOLDMAN SACHS GROUP INC | 652,515 | +53,439 | $18.5M | +$6.0M | 8.9% |
| Russell Investments Group, Ltd. | 461,971 | +69,597 | $13.1M | +$4.9M | 17.7% |
| PRINCIPAL FINANCIAL GROUP INC | 508,965 | +48,875 | $14.5M | +$4.8M | 10.6% |
| BANK OF AMERICA CORP /DE/ | 527,384 | +34,101 | $15.0M | +$4.7M | 6.9% |
| AQR CAPITAL MANAGEMENT LLC | 298,308 | +80,154 | $8.5M | +$3.9M | 36.7% |
| Trexquant Investment LP | 177,340 | +109,283 | $5.0M | +$3.6M | 160.6% |
| Point72 Asset Management, L.P. | 223,425 | +76,581 | $6.3M | +$3.3M | 52.1% |
| Empowered Funds, LLC | 361,766 | +10,442 | $10.3M | +$2.9M | 3.0% |
| MILLENNIUM MANAGEMENT LLC | 124,235 | +76,411 | $3.5M | +$2.5M | 159.8% |
| DARK FOREST CAPITAL MANAGEMENT LP | 84,818 | +67,904 | $2.4M | +$2.1M | 401.5% |
| GAMCO INVESTORS, INC. ET AL | 243,300 | +8,000 | $6.9M | +$2.0M | 3.4% |
| FIRST TRUST ADVISORS LP | 177,684 | +29,462 | $5.0M | +$1.9M | 19.9% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 233,560 | +3,762 | $6.6M | +$1.8M | 1.6% |
| DEAN INVESTMENT ASSOCIATES, LLC | 110,414 | +45,552 | $3.1M | +$1.8M | 70.2% |
| Creative Planning | 89,933 | +47,965 | $2.6M | +$1.7M | 114.3% |
| PRUDENTIAL FINANCIAL INC | 126,627 | +32,760 | $3.6M | +$1.6M | 34.9% |
| WELLS FARGO & COMPANY/MN | 101,125 | +30,572 | $2.9M | +$1.4M | 43.3% |
| GABELLI FUNDS LLC | 146,500 | +2,306 | $4.2M | +$1.1M | 1.6% |
| Swiss National Bank | 142,500 | +2,100 | $4.0M | +$1.1M | 1.5% |
| IEQ CAPITAL, LLC | 51,761 | +34,067 | $1.5M | +$1.1M | 192.5% |
| BARCLAYS PLC | 171,899 | +34,047 | $3.9M | +$1.1M | 24.7% |
| JANE STREET GROUP, LLC | 110,390 | +9,963 | $3.1M | +$1.0M | 9.9% |
| Dean Capital Management | 75,093 | +21,609 | $2.1M | +$1.0M | 40.4% |
| CANADA PENSION PLAN INVESTMENT BOARD | 33,100 | +31,900 | $940.4K | +$915.3K | 2658.3% |
| SEI INVESTMENTS CO | 38,833 | +28,958 | $1.1M | +$896.6K | 293.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 62,900 | +19,232 | $1.8M | +$873.0K | 44.0% |
| State of Tennessee, Department of Treasury | 45,745 | +11,805 | $1.6M | +$862.8K | 34.8% |
| FEDERATED HERMES, INC. | 58,261 | +14,506 | $1.7M | +$739.4K | 33.1% |
| LPL Financial LLC | 60,742 | +11,794 | $1.7M | +$701.2K | 24.1% |
| DEUTSCHE BANK AG\ | 64,722 | +10,126 | $1.8M | +$696.1K | 18.5% |
| Sterling Capital Management LLC | 21,781 | +16,505 | $618.8K | +$508.4K | 312.8% |
| BNP PARIBAS FINANCIAL MARKETS | 32,335 | +12,254 | $918.6K | +$498.3K | 61.0% |
| Legato Capital Management LLC | 39,626 | +6,149 | $1.1M | +$425.1K | 18.4% |
| Amundi | 24,524 | +10,351 | $696.7K | +$387.4K | 73.0% |
| Quantinno Capital Management LP | 22,625 | +6,328 | $642.8K | +$301.7K | 38.8% |
| AlphaQuest LLC | 25,272 | +4,951 | $718.0K | +$292.7K | 24.4% |
| COMERICA BANK | 36,574 | +152 | $1.0M | +$276.8K | 0.4% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 35,408 | +9 | $1.0M | +$265.0K | 0.0% |
| MACKENZIE FINANCIAL CORP | 18,416 | +5,124 | $526.6K | +$248.4K | 38.5% |
| &PARTNERS | 23,455 | +3,841 | $666.4K | +$233.5K | 19.6% |
| Cerity Partners LLC | 15,732 | +4,738 | $446.9K | +$216.8K | 43.1% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 21,436 | +2,438 | $609.0K | +$211.4K | 12.8% |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 17,357 | +200 | $493.1K | +$134.0K | 1.2% |
| Versor Investments LP | 13,966 | +1,366 | $396.8K | +$133.1K | 10.8% |
| Pictet Asset Management Holding SA | 12,259 | +1,866 | $348.3K | +$130.8K | 17.9% |
| Baron Wealth Management LLC | 11,533 | +1,840 | $327.6K | +$124.8K | 19.0% |
| ProShare Advisors LLC | 14,799 | +450 | $420.4K | +$120.1K | 3.1% |
| US BANCORP \DE\ | 12,963 | +101 | $368.3K | +$99.1K | 0.8% |
| Arax Advisory Partners | 11,787 | +6,920 | $7.2K | -$94.7K | 142.2% |
| New Age Alpha Advisors, LLC | 10,977 | +567 | $311.9K | +$94.0K | 5.4% |
| Maryland State Retirement & Pension System | 11,052 | +123 | $314.0K | +$85.2K | 1.1% |
| OLD NATIONAL BANCORP /IN/ | 10,226 | +377 | $290.5K | +$84.4K | 3.8% |
| PNC Financial Services Group, Inc. | 6,191 | +32 | $175.9K | +$47.0K | 0.5% |
| Smartleaf Asset Management LLC | 3,088 | +551 | $88.5K | +$35.7K | 21.7% |
| ARK Investment Management LLC | 3,210 | +457 | $91.2K | +$33.6K | 16.6% |
| Rockefeller Capital Management L.P. | 999 | +972 | $28.4K | +$27.8K | 3600.0% |
| JONES FINANCIAL COMPANIES LLLP | 1,319 | +392 | $37.5K | +$18.0K | 42.3% |
| GAMMA Investing LLC | 2,029 | +53 | $57.6K | +$16.3K | 2.7% |
| Blue Trust, Inc. | 743 | +256 | $21.1K | +$10.9K | 52.6% |
| Prestige Wealth Management Group LLC | 516 | +430 | $11.9K | +$10.1K | 500.0% |
| Salomon & Ludwin, LLC | 591 | +198 | $17.3K | +$8.7K | 50.4% |
| SG Americas Securities, LLC | 274,260 | +266,131 | $7.8K | +$7.6K | 3273.8% |
| SIGNATUREFD, LLC | 224 | +200 | $6.4K | +$5.9K | 833.3% |
| ROTHSCHILD INVESTMENT LLC | 183 | +148 | $5.2K | +$4.5K | 422.9% |
| FIFTH THIRD BANCORP | 370 | +40 | $10.5K | +$3.6K | 12.1% |
| Farther Finance Advisors, LLC | 338 | +44 | $9.6K | +$3.5K | 15.0% |
| BESSEMER GROUP INC | 111,835 | +111,418 | $3.2K | +$3.2K | 26718.9% |
| UMB Bank, n.a. | 341 | +12 | $9.7K | +$2.8K | 3.6% |
| LRI Investments, LLC | 183 | +44 | $5.2K | +$2.3K | 31.6% |
| Bare Financial Services, Inc | 207 | +35 | $5.9K | +$2.3K | 20.3% |
| Physician Wealth Advisors, Inc. | 106 | +44 | $3.0K | +$1.7K | 71.0% |
| ACADIAN ASSET MANAGEMENT LLC | 40,246 | +38,391 | $1.1K | +$1.1K | 2069.6% |
| Cedar Mountain Advisors, LLC | 56 | +24 | $1.6K | +$921 | 75.0% |
| Quarry LP | 75 | +16 | $2.1K | +$896 | 27.1% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 67,305 | +2,923 | $1.9K | +$565 | 4.5% |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 20,140 | +18,977 | $572 | +$548 | 1631.7% |
| State of Alaska, Department of Revenue | 42,796 | +492 | $1.2K | +$331 | 1.2% |
| CWM, LLC | 18,035 | +7,749 | $512 | +$297 | 75.3% |
| Covestor Ltd | 4,492 | +2,104 | $128 | +$78 | 88.1% |
| HANTZ FINANCIAL SERVICES, INC. | 2,738 | +1,365 | $78 | +$49 | 99.4% |