Signals

KMX

673 in-universe funds with a nonzero position in KMX within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#192
Score / z1.090 / 1.38
Consensus216.61 over 409 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 2
FiledFormItems
2026-07-31 8-K 5.02, 9.01
2026-06-24 8-K 5.02, 5.07, 9.01
2026-06-17 8-K 2.02, 2.03, 9.01
2026-06-08 8-K 5.02
2026-05-12 8-K 5.02, 9.01
2026-04-14 8-K 2.02, 9.01
2026-04-09 8-K 5.02, 9.01
2026-03-02 8-K 5.02, 9.01
2026-02-12 8-K 5.02, 7.01, 9.01
2025-12-18 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2021-06-08 D CARMAX INC

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
VANGUARD GROUP INC CIK 0000102909 0.000 0 1,180.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 728.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 467.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 381.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 324.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 318.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 298.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 255.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 221.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NORGES BANK CIK 0001374170 0.994 1617 208.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 201.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY MANAGEMENT INC /WI/ CIK 0000764532 0.570 56 193.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 185.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Turtle Creek Asset Management Inc. CIK 0001484148 0.717 38 180.9 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 172.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
First Pacific Advisors, LP CIK 0001377581 0.846 74 163.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 162.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 147.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 136.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 124.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 119.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 119.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COOKE & BIELER LP CIK 0000024386 0.694 100 116.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Giverny Capital Inc. CIK 0001641864 0.751 51 111.3 3.8% 2 -0.9 pp +3.8 pp +3.8 pp +3.8 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 110.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 104.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 101.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 99.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 90.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 90.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 89.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 88.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 85.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 80.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 80.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 72.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Vulcan Value Partners, LLC CIK 0001556785 0.887 36 72.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 65.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 58.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 57.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 57.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 51.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 51.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Man Group plc CIK 0001637460 0.631 2032 48.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 47.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 46.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Azora Capital LP CIK 0001700272 0.093 47 45.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 45.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Silver Heights Capital Management Inc CIK 0001705712 0.925 4 44.6 17.0% 1 +17.0 pp +17.0 pp +17.0 pp +17.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 44.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEITZ INVESTMENT MANAGEMENT, INC. CIK 0000883965 0.743 50 43.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Rings Capital Management LLC CIK 0001771122 0.867 7 42.1 20.3% 1 +20.3 pp +20.3 pp +20.3 pp +20.3 pp
ThornTree Capital Partners LP CIK 0001688511 0.516 19 40.8 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
CHECK CAPITAL MANAGEMENT INC/CA CIK 0001032814 0.951 52 40.3 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 37.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 37.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARIEL INVESTMENTS, LLC CIK 0000936753 0.768 106 37.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 36.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DF DENT & CO INC CIK 0000934999 0.596 271 34.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 33.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 33.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 31.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 31.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 29.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mount Capital Ltd CIK 0001896379 0.758 17 29.5 9.5% 1 +9.5 pp +9.5 pp +9.5 pp +9.5 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 28.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 26.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 26.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 26.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Kiltearn Partners LLP CIK 0001582633 0.598 29 26.3 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 26.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SCHWERIN BOYLE CAPITAL MANAGEMENT INC CIK 0000937522 0.596 49 25.8 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Nexus Investment Management ULC CIK 0001476329 0.664 72 25.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 24.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 24.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 24.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 22.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 21.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC CIK 0001080382 0.449 118 21.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Broad Run Investment Management, LLC CIK 0001568621 0.814 24 21.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 21.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cannell & Spears LLC CIK 0001426319 0.634 445 20.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 20.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 20.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 19.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 19.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 19.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Makaira Partners LLC CIK 0001540866 0.000 0 18.3 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 17.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 17.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Courant Investment Management LLC CIK 0001695426 0.812 7 16.6 13.5% 1 +13.5 pp +13.5 pp +13.5 pp +13.5 pp
HEARTLAND ADVISORS INC CIK 0000937394 0.311 244 16.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
AVENIR CORP CIK 0001033475 0.849 79 15.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 15.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 14.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 14.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
LPL Financial LLC CIK 0001403438 0.957 5996 14.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 13.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 13.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 13.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 13.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 13.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 11.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GAGNON SECURITIES LLC CIK 0001125725 0.312 83 11.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 10.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 10.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 10.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 10.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 10.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 10.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 10.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 10.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AKRE CAPITAL MANAGEMENT LLC CIK 0001112520 0.966 19 10.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 10.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Eldred Rock Partners, LLC CIK 0001984180 0.460 29 9.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 9.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nixon Capital, LLC CIK 0001846352 0.278 17 9.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 9.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BANYAN CAPITAL MANAGEMENT, INC. CIK 0000846600 0.609 55 9.5 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 9.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 9.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 9.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 9.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NEEDHAM INVESTMENT MANAGEMENT LLC CIK 0001167212 0.452 176 8.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Marathon Asset Management Ltd CIK 0001861026 0.637 74 8.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vancity Investment Management Ltd CIK 0001846311 0.497 92 8.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 8.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BIGLARI CAPITAL CORP. CIK 0001334429 0.961 12 8.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 8.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aberdeen Group plc CIK 0001716774 0.934 934 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
World Investment Advisors CIK 0001652594 0.670 1523 7.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WS MANAGEMENT LLLP CIK 0000877338 0.651 31 6.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ProVise Management Group, LLC CIK 0001305707 0.509 282 6.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Amundi CIK 0001330387 0.000 1 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valued Wealth Advisors LLC CIK 0002007175 0.793 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IFM Investors Pty Ltd CIK 0001698246 0.822 641 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just KMX). Qtrs Held counts distinct quarters this fund has actually held KMX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its KMX position size. Δ columns are the percentage-point change in KMX's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status