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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Angus S. King, Jr. · $1.0K–$15.0K

Purchase · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-18Angus S. King, Jr. I–MEPurchase · SP (spouse-owned)Traded 07-21 +28d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
353VANGUARD GROUP INC$01
354MML INVESTORS SERVICES, LLC$01
355DANSKE BANK A/S$01
356HARBOUR INVESTMENTS, INC.$01
357COMERICA BANK$01
358ARVEST INVESTMENTS, INC.$01
359ING GROEP NV$01
360LOGAN CAPITAL MANAGEMENT INC$01
361CANADA PENSION PLAN INVESTMENT BOARD$01
362CIBC Private Wealth Group LLC$01
363Magnetar Financial LLC$01
364Hound Partners, LLC$01
365NORGES BANK$01
366PRELUDE CAPITAL MANAGEMENT, LLC$01
367TWO SIGMA ADVISERS, LP$01
368Lombard Odier Asset Management (USA) Corp$01
369Brevan Howard Capital Management LP$01
370Quantbot Technologies LP$01
371SUMMIT SECURITIES GROUP LLC$01
372Dynamic Technology Lab Private Ltd$01
373Leonteq Securities AG$01
374LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$01
375BOOTHBAY FUND MANAGEMENT, LLC$01
376VOLORIDGE INVESTMENT MANAGEMENT, LLC$01
377BW Gestao de Investimentos Ltda.$01
378LMR Partners LLP$01
379WINTON GROUP Ltd$01
380Trexquant Investment LP$01
381Empire Life Investments Inc.$01
382Verdence Capital Advisors LLC$01
383DV Trading LLC$01
384Merewether Investment Management, LP$01
385Global Retirement Partners, LLC$01
386Oak Thistle LLC$01
387Y-Intercept (Hong Kong) Ltd$01
388INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$01
389OCCUDO QUANTITATIVE STRATEGIES LP$01
390F/m Investments LLC$01
391Resolute Capital Asset Partners LLC$01
392Optiver Holding B.V.$01
393CenterBook Partners LP$01
394Activest Wealth Management$01
395AlphaQuest LLC$01
396PharVision Advisers, LLC$01
397Forum Financial Management, LP$01
398SageView Advisory Group, LLC$01
399AXQ CAPITAL, LP$01
400iSAM Funds (UK) Ltd$01
401Dunhill Financial, LLC$01
402Quarry LP$01
403Perbak Capital Partners LLP$01
404Turning Point Benefit Group, Inc.$01
405Jain Global LLC$01
406Kilter Group LLC$01
407MASECO LLP$01
Truncated by Public Filings. The published aggregate ranks the top 407 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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