Public record / Tickers / KEX

KEX — KIRBY CORP†

Both disclosure regimes on one name: who in Congress filed about KEX, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
1
all PTR rows naming KEX
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-18
filed 2025-08-18
13F holders
407
top-407 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Angus S. King, Jr. · $1.0K–$15.0K

BUY · traded 2025-07-21 → filed 2025-08-18. Ranked over every KEX row by the provable lower bound, never a point estimate.

No member disclosed KEX in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

1 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 1 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING KEX · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning KEX
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-18Angus S. King, Jr. I–MEBUY SP (spouse-owned)Traded 07-21 +28d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 1 ↗

Members active in KEX

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed KEX in the trailing 12 months.

Congress ↔ notable managers · KEX

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · KIRBY CORP

Merged timeline of congressional filings and notable-manager moves on KEX
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+72,890 sh
2026-05-15Bridgewater Associates 13FADD+23,472 sh
2026-05-14Caxton Associates 13FNEW+2,973 sh

3 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of KEX for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$701M1
2MORGAN STANLEY$355M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$354M1
4DIMENSIONAL FUND ADVISORS LP$348M1
5VANGUARD CAPITAL MANAGEMENT LLC$320M1
6STATE STREET CORP$218M1
7WELLINGTON MANAGEMENT GROUP LLP$209M1
8KING LUTHER CAPITAL MANAGEMENT CORP$207M1
9FIRST TRUST ADVISORS LP$187M1
10GEODE CAPITAL MANAGEMENT, LLC$136M1
11AMERICAN CENTURY COMPANIES INC$123M1
12ALLIANCEBERNSTEIN L.P.$123M1
13FMR LLC$106M1
14JENNISON ASSOCIATES LLC$101M1
15AMERIPRISE FINANCIAL INC$97.2M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$92.7M1
17FRONTIER CAPITAL MANAGEMENT CO LLC$85.6M1
18CITADEL ADVISORS LLC$83.1M1
19CONGRESS ASSET MANAGEMENT CO$83.1M1
20BARROW HANLEY MEWHINNEY & STRAUSS LLC$80.5M1
21AQR CAPITAL MANAGEMENT LLC$71.0M1
22NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$69.6M1
23Janus Henderson Group Ltd.$63.8M1
24ArrowMark Colorado Holdings LLC$62.5M1
25Encompass Capital Advisors LLC$62.4M1
26NORTHERN TRUST CORP$61.1M1
27Select Equity Group, L.P.$49.9M1
28SCHRODER INVESTMENT MANAGEMENT GROUP$48.3M1
29BANK OF AMERICA CORP /DE/$45.9M1
30DEUTSCHE BANK AG\$45.0M1
31Bank of New York Mellon Corp$44.9M1
32VANGUARD FIDUCIARY TRUST CO$44.7M1
33MILLENNIUM MANAGEMENT LLC$42.3M1
34ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$41.8M1
35Assenagon Asset Management S.A.$37.4M1
36VICTORY CAPITAL MANAGEMENT INC$36.6M1
37Qube Research & Technologies Ltd$36.3M1
38PRIMECAP MANAGEMENT CO/CA/$35.1M1
39CAPSTONE INVESTMENT ADVISORS, LLC$35.0M1
40ATLANTIC INVESTMENT MANAGEMENT, INC.$34.2M1
41Allspring Global Investments Holdings, LLC$29.6M1
42SEI INVESTMENTS CO$29.5M1
43FIL Ltd$29.2M1
44Park West Asset Management LLC$28.2M1
45FEDERATED HERMES, INC.$26.8M1
46DAVENPORT & Co LLC$26.8M1
47WESTWOOD HOLDINGS GROUP INC$25.6M1
48WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$25.0M1
49Gotham Asset Management, LLC$23.6M1
50MASSACHUSETTS FINANCIAL SERVICES CO /MA/$23.2M1
51D. E. Shaw & Co., Inc.$22.4M1
52PRINCIPAL FINANCIAL GROUP INC$22.2M1
53SummitTX Capital, L.P.$22.1M1
54Yaupon Capital Management LP$22.0M1
55JANE STREET GROUP, LLC$21.9M1
56Connor, Clark & Lunn Investment Management Ltd.$20.6M1
57Schonfeld Strategic Advisors LLC$19.5M1
58RHUMBLINE ADVISERS$19.3M1
59VELA Investment Management, LLC$19.1M1
60TWO SIGMA INVESTMENTS, LP$18.3M1
61Bridgewater Associates, LP$17.3M1
62Squarepoint Ops LLC$16.4M1
63BALYASNY ASSET MANAGEMENT L.P.$15.7M1
64UBS Group AG$15.4M1
65Invesco Ltd.$14.3M1
66CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$13.9M1
67PEREGRINE CAPITAL MANAGEMENT LLC$13.7M1
68Nuveen, LLC$13.6M1
69ROYCE & ASSOCIATES LP$13.6M1
70Retirement Systems of Alabama$13.5M1
71Mountaineer Partners Management, LLC$11.8M1
72ENVESTNET ASSET MANAGEMENT INC$10.3M1
73Hudson Bay Capital Management LP$9.9M1
74Rokos Capital Management LLP$9.9M1
75Hodges Capital Management Inc.$9.5M1
76VOYA INVESTMENT MANAGEMENT LLC$9.4M1
77Man Group plc$9.3M1
78OPPENHEIMER ASSET MANAGEMENT INC.$9.0M1
79TECTONIC ADVISORS LLC$9.0M1
80HOURGLASS CAPITAL, LLC$8.7M1
81OSAIC HOLDINGS, INC.$8.5M1
82PICTON MAHONEY ASSET MANAGEMENT$8.4M1
83Verition Fund Management LLC$7.7M1
84UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$7.4M1
85Mariner, LLC$7.3M1
86Legal & General Group Plc$7.2M1
87RAYMOND JAMES FINANCIAL INC$7.0M1
88Amundi$7.0M1
89Allianz Asset Management GmbH$6.8M1
90Burkehill Global Management, LP$6.6M1
91FIFTH THIRD BANCORP$6.6M1
92STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$6.4M1
93EFG International AG$6.3M1
94J. Goldman & Co LP$6.3M1
95Skylands Capital, LLC$6.1M1
96HEARTLAND ADVISORS INC$5.9M1
97PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$5.9M1
98Atria Investments, Inc$5.9M1
99LAZARD ASSET MANAGEMENT LLC$5.5M1
100MACKENZIE FINANCIAL CORP$5.4M1
101Quantinno Capital Management LP$5.2M1
102Universal- Beteiligungs- und Servicegesellschaft mbH$5.2M1
103MANUFACTURERS LIFE INSURANCE COMPANY, THE$5.1M1
104BARCLAYS PLC$5.1M1
105STIFEL FINANCIAL CORP$4.9M1
106Stanley-Laman Group, Ltd.$4.9M1
107BROWN ADVISORY INC$4.9M1
108SMA Capital LLC$4.8M1
109HOMESTEAD ADVISERS CORP$4.8M1
110Pullen Investment Management, LLC$4.7M1
111Numerai GP LLC$4.5M1
112NEW YORK STATE COMMON RETIREMENT FUND$4.4M1
113Orion Porfolio Solutions, LLC$4.3M1
114Holocene Advisors, LP$4.1M1
115Taproot Management LP$4.1M1
116ROYAL BANK OF CANADA$3.7M1
117Swiss National Bank$3.6M1
118MetLife Investment Management, LLC$3.5M1
119Cerity Partners LLC$3.5M1
120Quadrature Capital Ltd$3.5M1
121INTECH INVESTMENT MANAGEMENT LLC$3.2M1
122WORLDQUANT MILLENNIUM ADVISORS LLC$3.1M1
123Pathstone Holdings, LLC$3.1M1
124Aventail Capital Group, LP$2.9M1
125Vanguard Global Advisers, LLC$2.9M1
126LPL Financial LLC$2.9M1
127CITIGROUP INC$2.8M1
128MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.8M1
129Creative Planning$2.7M1
130HighTower Advisors, LLC$2.6M1
131HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$2.5M1
132Point72 Asset Management, L.P.$2.2M1
133MERCER GLOBAL ADVISORS INC /ADV$2.2M1
134Henshaw Capital LLC$2.2M1
135DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.$2.2M1
136Asset Management One Co., Ltd.$2.1M1
137YOUSIF CAPITAL MANAGEMENT, LLC$2.1M1
138Linscomb Wealth, Inc.$2.1M1
139VANGUARD ASSET MANAGEMENT, Ltd$2.0M1
140WELLS FARGO & COMPANY/MN$2.0M1
141Federation des caisses Desjardins du Quebec$2.0M1
142OP Asset Management Ltd$2.0M1
143Aquatic Capital Management LLC$1.9M1
144STEPHENS INC /AR/$1.8M1
145COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.8M1
146Richard Bernstein Advisors LLC$1.8M1
147PRUDENTIAL FINANCIAL INC$1.8M1
148STATE OF MICHIGAN RETIREMENT SYSTEM$1.7M1
149First Dallas Securities Inc.$1.7M1
150Cetera Investment Advisers$1.6M1
151NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.6M1
152Vanguard Personalized Indexing Management, LLC$1.6M1
153BANK OF MONTREAL /CAN/$1.6M1
154FORMULA GROWTH LTD$1.6M1
155Tidal Investments LLC$1.6M1
156OPPENHEIMER & CO INC$1.5M1
157OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.5M1
158WASHINGTON CAPITAL MANAGEMENT, INC$1.5M1
1591832 Asset Management L.P.$1.4M1
160Clearstead Advisors, LLC$1.3M1
161Ameritas Investment Partners, Inc.$1.3M1
162Marex Group Ltd$1.3M1
163CREDIT AGRICOLE S A$1.2M1
164HSBC HOLDINGS PLC$1.2M1
165BENJAMIN EDWARDS INC$1.2M1
166Coyle Financial Counsel LLC$1.2M1
167Sanctuary Advisors, LLC$1.1M1
168WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.1M1
169STATE OF WISCONSIN INVESTMENT BOARD$1.1M1
170Summit Trail Advisors, LLC$1.1M1
171Hartree Partners, LP$1.1M1
172Fieldview Capital Management, LLC$1.0M1
173Gibbs Wealth Management$974K1
174SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$971K1
175XPONANCE LLC$970K1
176SHUFRO ROSE & CO LLC$957K1
177&PARTNERS$950K1
178CWM, LLC$913K1
179LECAP ASSET MANAGEMENT LTD$899K1
180Kestra Advisory Services, LLC$897K1
181Simplicity Wealth,LLC$853K1
182CHESAPEAKE CAPITAL CORP /IL/$833K1
183Sepio Capital, LP$826K1
184Ashton Thomas Private Wealth, LLC$810K1
185M&T BANK CORP$810K1
186TEACHER RETIREMENT SYSTEM OF TEXAS$799K1
187KLP KAPITALFORVALTNING AS$797K1
188BURNEY CO/$772K1
189CHESAPEAKE ASSET MANAGEMENT LLC$761K1
190Callan Family Office, LLC$693K1
191NISA INVESTMENT ADVISORS, LLC$685K1
192RICE HALL JAMES & ASSOCIATES, LLC$681K1
193Americana Partners, LLC$671K1
194GLENMEDE TRUST CO NA$667K1
195Zurcher Kantonalbank (Zurich Cantonalbank)$664K1
196Central Pacific Bank - Trust Division$649K1
197Concurrent Investment Advisors, LLC$647K1
198Dakota Wealth Management$636K1
199Brooklyn Investment Group$631K1
200Krilogy Financial LLC$630K1
201Engineers Gate Manager LP$609K1
202Sequoia Financial Advisors, LLC$574K1
203O'SHAUGHNESSY ASSET MANAGEMENT, LLC$572K1
204Walleye Capital LLC$569K1
205Portside Wealth Group, LLC$558K1
206TWO SIGMA SECURITIES, LLC$556K1
207Norman Fields, Gottscho Capital Management, LLC$532K1
208SECURIAN ASSET MANAGEMENT, INC$524K1
209Graham Capital Management, L.P.$521K1
210Farringdon Capital, Ltd.$500K1
211EntryPoint Capital, LLC$497K1
212Arizona State Retirement System$495K1
213KEYBANK NATIONAL ASSOCIATION/OH$477K1
214Quantum Portfolio Management LLC$464K1
215State of Wyoming$458K1
216Crossmark Global Holdings, Inc.$458K1
217Northwest & Ethical Investments L.P.$457K1
218COMMERCE BANK$456K1
219GREENWOOD CAPITAL ASSOCIATES LLC$442K1
220Vanguard Investments Australia, Ltd.$424K1
221CAXTON ASSOCIATES LLP$395K1
222Sivia Capital Partners, LLC$388K1
223HB Wealth Management, LLC$384K1
224Utah Retirement Systems$381K1
225EVERGREEN CAPITAL MANAGEMENT LLC$380K1
226XTX Topco Ltd$379K1
227Procyon Advisors, LLC$374K1
228SIG BROKERAGE, LP$361K1
229Maryland State Retirement & Pension System$360K1
230Corient Private Wealth LLC$355K1
231SUSQUEHANNA INTERNATIONAL GROUP, LLP$353K1
232Tower Research Capital LLC (TRC)$342K1
233Pictet Asset Management Holding SA$317K1
234PANAGORA ASSET MANAGEMENT INC$312K1
235Merit Financial Group, LLC$297K1
236TRUIST FINANCIAL CORP$297K1
237Bigelow Investment Advisors, LLC$293K1
238ProShare Advisors LLC$289K1
239Empowered Funds, LLC$281K1
240TOWNSQUARE CAPITAL LLC$277K1
241PDT Partners, LLC$274K1
242Chicago Partners Investment Group LLC$270K1
243Optas, LLC$269K1
244Focus Partners Advisor Solutions, LLC$269K1
245Clearbridge Investments, LLC$266K1
246Cambria Investment Management, L.P.$264K1
247SHELTON CAPITAL MANAGEMENT$263K1
248CIBC Asset Management Inc$255K1
249OpenArc Corporate Advisory, LLC$252K1
250SWMG, LLC$251K1
251Focus Partners Wealth$243K1
252Bull Harbor Capital LLC$243K1
253Sterling Capital Management LLC$240K1
254Qsemble Capital Management, LP$239K1
255Index Technologies Group LLC$238K1
256US BANCORP \DE\$232K1
257EXCHANGE TRADED CONCEPTS, LLC$229K1
258Kendall Capital Management$226K1
259NORDEN GROUP LLC$225K1
260Sowell Financial Services LLC$223K1
261Rockefeller Capital Management L.P.$222K1
262Meeder Advisory Services, Inc.$218K1
263North Dakota State Investment Board$217K1
264Rafferty Asset Management, LLC$216K1
265Cadent Capital Advisors, LLC$213K1
266Advisors Capital Management, LLC$203K1
267Wilmington Savings Fund Society, FSB$133K1
268Allworth Financial LP$133K1
269MAI Capital Management$123K1
270QUADRANT CAPITAL GROUP LLC$119K1
271SIGNATUREFD, LLC$116K1
272Eurizon Capital SGR S.p.A.$116K1
273UMB Bank, n.a.$88.0K1
274Aster Capital Management (DIFC) Ltd$86.9K1
275Annis Gardner Whiting Capital Advisors, LLC$69.1K1
276Bayforest Capital Ltd$60.7K1
277NOMURA ASSET MANAGEMENT CO LTD$53.2K1
278Smartleaf Asset Management LLC$47.0K1
279Arax Advisory Partners$37.2K1
280Richardson Capital Management LLC$29.9K1
281VAN ECK ASSOCIATES CORP$29.8K1
282Caitong International Asset Management Co., Ltd$28.8K1
283PRIVATE TRUST CO NA$27.2K1
284ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$26.0K1
285ALGERT GLOBAL LLC$25.6K1
286Evelyn Partners Investment Management LLP$23.3K1
287ASSETMARK, INC$20.6K1
288Sapience Investments, LLC$18.1K1
289Blue Trust, Inc.$18.1K1
290LATHROP INVESTMENT MANAGEMENT CO$17.3K1
291Larson Financial Group LLC$16.7K1
292LORD, ABBETT & CO. LLC$16.6K1
293Steward Partners Investment Advisory, LLC$15.3K1
294Bell Investment Advisors, Inc$12.9K1
295BNP Paribas Asset Management Holding S.A.$12.9K1
296Pinnacle Wealth Planning Services, Inc.$12.0K1
297Frazier Financial Advisors, LLC$11.4K1
298Parkside Financial Bank & Trust$10.8K1
299CVA Family Office, LLC$10.8K1
300JFS WEALTH ADVISORS, LLC$9.7K1
301Acumen Wealth Advisors, LLC$9.3K1
302True Wealth Design, LLC$9.0K1
303Caitlin John, LLC$9.0K1
304Premier Fund Managers Ltd$9.0K1
305Crewe Advisors LLC$8.2K1
306NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8.0K1
307NEW YORK STATE TEACHERS RETIREMENT SYSTEM$6.7K1
308AMERICAN NATIONAL BANK & TRUST$6.6K1
309FARMERS & MERCHANTS INVESTMENTS INC$6.5K1
310Geneos Wealth Management Inc.$5.4K1
311Private Wealth Management Group, LLC$4.5K1
312Keating Financial Advisory Services, Inc.$4.4K1
313SBI Securities Co., Ltd.$3.6K1
314CANADA LIFE ASSURANCE Co$3.6K1
315State of Alaska, Department of Revenue$3.4K1
316SJS Investment Consulting Inc.$3.3K1
317AMALGAMATED BANK$3.3K1
318ACADIAN ASSET MANAGEMENT LLC$3.2K1
319THRIVENT FINANCIAL FOR LUTHERANS$3.2K1
320Treasurer of the State of North Carolina$3.1K1
321Transamerica Financial Advisors, LLC$2.9K1
322Freestone Grove Partners LP$2.9K1
323TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$2.3K1
324Financial Network Wealth Advisors LLC$2.3K1
325Fruth Investment Management$2.0K1
326HM PAYSON & CO$2.0K1
327HRT FINANCIAL LP$2.0K1
328Raleigh Capital Management Inc.$1.9K1
329DiNuzzo Private Wealth, Inc.$1.7K1
330Sachetta, LLC$1.7K1
331Westfuller Advisors, LLC$1.7K1
332Owl Creek Wealth Partners LLC$1.6K1
333Rialto Wealth Management, LLC$1.1K1
334Cromwell Holdings LLC$1.1K1
335Redwood Investment Management, LLC$1.0K1
336Physician Wealth Advisors, Inc.$9311
337WPG Advisers, LLC$7971
338JPL Wealth Management, LLC$6651
339HFM Investment Advisors, LLC$6641
340Vermillion Wealth Management, Inc.$3991
341SHP Wealth Management$3991
342Virtu Financial LLC$2741
343TD Waterhouse Canada Inc.$2701
344Claret Asset Management Corp$2641
345PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$2581
346WEDBUSH SECURITIES INC$2061
347GHP Investment Advisors, Inc.$1331
348MV CAPITAL MANAGEMENT, INC.$1331
349American Capital Advisory, LLC$1331
350KBC Group NV$651
351CX Institutional$231
352BANK OF NOVA SCOTIA— value not disclosed1
353VANGUARD GROUP INC— value not disclosed1
354MML INVESTORS SERVICES, LLC— value not disclosed1
355DANSKE BANK A/S— value not disclosed1
356HARBOUR INVESTMENTS, INC.— value not disclosed1
357COMERICA BANK— value not disclosed1
358ARVEST INVESTMENTS, INC.— value not disclosed1
359ING GROEP NV— value not disclosed1
360LOGAN CAPITAL MANAGEMENT INC— value not disclosed1
361CANADA PENSION PLAN INVESTMENT BOARD— value not disclosed1
362CIBC Private Wealth Group LLC— value not disclosed1
363Magnetar Financial LLC— value not disclosed1
364Hound Partners, LLC— value not disclosed1
365NORGES BANK— value not disclosed1
366PRELUDE CAPITAL MANAGEMENT, LLC— value not disclosed1
367TWO SIGMA ADVISERS, LP— value not disclosed1
368Lombard Odier Asset Management (USA) Corp— value not disclosed1
369Brevan Howard Capital Management LP— value not disclosed1
370Quantbot Technologies LP— value not disclosed1
371SUMMIT SECURITIES GROUP LLC— value not disclosed1
372Dynamic Technology Lab Private Ltd— value not disclosed1
373Leonteq Securities AG— value not disclosed1
374LANDSCAPE CAPITAL MANAGEMENT, L.L.C.— value not disclosed1
375BOOTHBAY FUND MANAGEMENT, LLC— value not disclosed1
376VOLORIDGE INVESTMENT MANAGEMENT, LLC— value not disclosed1
377BW Gestao de Investimentos Ltda.— value not disclosed1
378LMR Partners LLP— value not disclosed1
379WINTON GROUP Ltd— value not disclosed1
380Trexquant Investment LP— value not disclosed1
381Empire Life Investments Inc.— value not disclosed1
382Verdence Capital Advisors LLC— value not disclosed1
383DV Trading LLC— value not disclosed1
384Merewether Investment Management, LP— value not disclosed1
385Global Retirement Partners, LLC— value not disclosed1
386Oak Thistle LLC— value not disclosed1
387Y-Intercept (Hong Kong) Ltd— value not disclosed1
388INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC— value not disclosed1
389OCCUDO QUANTITATIVE STRATEGIES LP— value not disclosed1
390F/m Investments LLC— value not disclosed1
391Resolute Capital Asset Partners LLC— value not disclosed1
392Optiver Holding B.V.— value not disclosed1
393CenterBook Partners LP— value not disclosed1
394Activest Wealth Management— value not disclosed1
395AlphaQuest LLC— value not disclosed1
396PharVision Advisers, LLC— value not disclosed1
397Forum Financial Management, LP— value not disclosed1
398SageView Advisory Group, LLC— value not disclosed1
399AXQ CAPITAL, LP— value not disclosed1
400iSAM Funds (UK) Ltd— value not disclosed1
401Dunhill Financial, LLC— value not disclosed1
402Quarry LP— value not disclosed1
403Perbak Capital Partners LLP— value not disclosed1
404Turning Point Benefit Group, Inc.— value not disclosed1
405Jain Global LLC— value not disclosed1
406Kilter Group LLC— value not disclosed1
407MASECO LLP— value not disclosed1
Truncated by Public Filings. Every one of the 351 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on KEX

RETAINED WINDOW · ACTIVE HITS

Zero hits on KEX in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for KEX · financials and macro

Financials — as filed PLANNED

KEX's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: KEX on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing