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Funds Holding Carmax Inc

Every registered fund lists what it holds each quarter. These are the ones reporting a position in Carmax Inc, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of KMX →
Funds holding
99
as of 2026-07-31
Reported value
$519.7M
summed across funds
Fund families
49
named trusts
Largest conviction
2.72%
of a single fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
Hennessy Focus FundHennessy Funds Trust219.2K sh$12.6M2.72%
Vulcan Value Partners Small Cap FundElevation Series Trust31K sh$1.8M2.18%
Vulcan Value Partners FundElevation Series Trust81.1K sh$4.6M2.03%
Hedgeye 130/30 Equity ETFETF Opportunities Trust6.8K sh$389.1K1.75%
Invesco S&P Smallcap 600 Pure Value ETFInvesco Exchange-Traded Fund Trust66.4K sh$3.8M1.29%
KOVITZ CORE EQUITY ETFValued Advisers Trust282.9K sh$16.2M1.14%
Direxion Daily Retail Bull 3X SharesDirexion Shares ETF Trust5.5K sh$315.2K1.13%
BlackRock Mid-Cap Value FundBlackRock Mid-Cap Value Series, Inc.211K sh$12.1M1.08%
SMALL-CAP VALUE PROFUNDProFunds1.2K sh$66.8K0.85%
Harbor Long-Short Equity ETFHarbor ETF Trust2.1K sh$120.4K0.79%
First Trust Consumer Discretionary AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund30.4K sh$1.7M0.65%
PRIMECAP Odyssey Stock FundPRIMECAP Odyssey Funds408.2K sh$23.4M0.51%
Eventide Small Cap ETFStrategy Shares3K sh$170.1K0.47%
BNY Mellon Smallcap Stock Index FundBNY MELLON INDEX FUNDS, INC.66.6K sh$3.8M0.45%
SmallCap S&P 600 Index FundPrincipal Funds, Inc104.6K sh$6M0.45%
Dimensional US Small Cap Value ETFDimensional ETF Trust627.4K sh$35.9M0.44%
U.S. SMALL CAP VALUE PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC1.4M sh$81.6M0.42%
PRIMECAP Odyssey Aggressive Growth FundPRIMECAP Odyssey Funds521.6K sh$29.9M0.40%
PRIMECAP Odyssey Growth FundPRIMECAP Odyssey Funds412.9K sh$23.6M0.39%
NYLIM Candriam U.S. Mid Cap Equity ETFNYLIM ETF Trust18.5K sh$1.1M0.32%
Nuveen Quant Small/Mid Cap Equity FundTIAA-CREF Funds139.2K sh$8M0.30%
Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc9K sh$515K0.26%
iShares Morningstar Small-Cap Value ETFiShares Trust31.2K sh$1.8M0.26%
U.S. Sustainability Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC28.2K sh$1.6M0.25%
iShares U.S. Industry Rotation Active ETFBlackRock ETF Trust1.5K sh$84.1K0.24%
iShares U.S. Consumer Focused ETFiShares U.S. ETF Trust1.1K sh$61.8K0.22%
Fidelity MSCI Consumer Discretionary Index ETFFIDELITY COVINGTON TRUST63.2K sh$3.6M0.22%
Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC32.7K sh$1.9M0.21%
BNY Mellon US Mid Cap Core Equity ETFBNY Mellon ETF Trust21.4K sh$1.2M0.19%
Fidelity Flex Mid Cap Index FundFidelity Salem Street Trust21.2K sh$1.2M0.19%
JPMorgan BetaBuilders U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust62K sh$3.6M0.18%
First Trust Mid Cap Core AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund39K sh$2.2M0.16%
Dimensional U.S. Small Cap ETFDimensional ETF Trust427.3K sh$24.5M0.16%
First Trust Mid Cap Value AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund6.1K sh$350.8K0.15%
Dimensional U.S. Targeted Value ETFDimensional ETF Trust377K sh$21.6M0.15%
Columbia Research Enhanced Value ETFColumbia ETF Trust I8.3K sh$476.9K0.14%
iShares U.S. Consumer Discretionary ETFiShares Trust28K sh$1.6M0.13%
Nuveen ESG Small-Cap ETFNuShares ETF Trust29.4K sh$1.7M0.13%
iShares Morningstar Small-Cap ETFiShares Trust6.4K sh$365.3K0.13%
U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC376.9K sh$21.6M0.13%
JPMorgan U.S. Value Factor ETFJ.P. Morgan Exchange-Traded Fund Trust18.6K sh$1.1M0.13%
U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC424.5K sh$24.3M0.12%
Old Westbury Small & Mid Cap Strategies FundOld Westbury Funds Inc195.1K sh$11.2M0.12%
Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust52.4K sh$3M0.11%
Victory Extended Market Index FundVictory Portfolios III15.8K sh$906K0.11%
iShares Russell Small/Mid-Cap Index FundBlackRock Funds25.4K sh$1.5M0.11%
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust27.7K sh$1.6M0.07%
Columbia Research Enhanced Core ETFColumbia ETF Trust I73.3K sh$4.2M0.07%
Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST145.7K sh$8.3M0.06%
Fidelity Mid Cap Index FundFidelity Salem Street Trust536.1K sh$30.7M0.06%
Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST28.6K sh$1.6M0.06%
Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust98.2K sh$5.6M0.06%
iShares Russell Mid-Cap Index FundBlackRock Funds25.7K sh$1.5M0.06%
Dimensional US Vector Equity ETFDimensional ETF Trust5.2K sh$299.2K0.05%
Dimensional VA U.S. Large Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC7.8K sh$444.9K0.05%
First Trust Multi Cap Value AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund1.4K sh$77.5K0.05%
Column Small Cap FundTrust for Professional Managers3.1K sh$187.3K0.03%
US Vegan Climate ETFETF Series Solutions827 sh$47.4K0.03%
Fidelity Hedged Equity FundFidelity Greenwood Street Trust3.4K sh$196.7K0.03%
U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC11K sh$630.4K0.03%
Green Century Equity FundGREEN CENTURY FUNDS3.4K sh$196.5K0.02%
U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC160K sh$9.2M0.02%
iShares ESG MSCI KLD 400 ETFiShares Trust21.3K sh$1.2M0.02%
Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST4.4K sh$251.3K0.02%
Dimensional U.S. Marketwide Value ETFDimensional ETF Trust59.2K sh$3.4M0.02%
Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust47.8K sh$2.7M0.02%
Fidelity Large Cap Value Index FundFidelity Salem Street Trust55.9K sh$3.2M0.02%
Multifactor U.S. Equity FundRUSSELL INVESTMENT CO1.1K sh$61.7K0.02%
U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC31.4K sh$1.8M0.02%
Nuveen Large Cap Value Index FundTIAA-CREF Funds49.9K sh$2.9M0.02%
Fidelity Series Sustainable U.S. Market FundFidelity Summer Street Trust248 sh$14.2K0.02%
E*TRADE No Fee Total Market Index FundE Trade Trust376 sh$21.5K0.02%
U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC132.4K sh$7.6M0.02%
BlackRock Tactical Opportunities FundBlackRock Funds16K sh$916.7K0.02%
Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust112.5K sh$6.4M0.01%
Fidelity Flex Mid Cap Focused Index FundFidelity Salem Street Trust46 sh$2.6K0.01%
Dimensional US Sustainability Core 1 ETFDimensional ETF Trust5.3K sh$302.2K0.01%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III804 sh$46K0.01%
iShares Dow Jones U.S. ETFiShares Trust6.4K sh$366.1K0.01%
Schwab 1000 Index FundSCHWAB INVESTMENTS45.1K sh$2.6M0.01%
Dimensional US Core Equity 1 ETFDimensional ETF Trust6.6K sh$379.6K0.01%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust77K sh$4.4M0.01%
Wilmington Large-Cap Strategy FundWilmington Funds1.2K sh$68.7K0.01%
iShares Total U.S. Stock Market Index FundBlackRock Funds9.3K sh$530.8K0.01%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST85.6K sh$4.9M0.01%
Nuveen Equity Index FundTIAA-CREF Funds114K sh$6.5M0.01%
THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds5.6K sh$319.3K0.01%
THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds3.8K sh$215.3K0.01%
AMT Diversified Equity FundADVISER MANAGED TRUST595 sh$34.1K0.01%
MidCap Value Fund IPrincipal Funds, Inc3.2K sh$181.5K0.01%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS116.5K sh$6.7M0.01%
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds6.1K sh$347.5K0.01%
Dimensional U.S. Equity Market ETFDimensional ETF Trust21.7K sh$1.2M0.01%
THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds3K sh$171K0.00%
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds519 sh$29.7K0.00%
Dimensional US Core Equity Market ETFDimensional ETF Trust546 sh$31.3K0.00%
Multi-Manager Directional Alternative Strategies FundCOLUMBIA FUNDS SERIES TRUST I-4K sh-$227.9K-0.07%
First Trust Long/Short Equity ETFFirst Trust Exchange-Traded Fund III-55.6K sh-$3.2M-0.13%
JPMorgan U.S. Large Cap Value Plus ETFJ.P. Morgan Exchange-Traded Fund Trust-7.1K sh-$408K-1.61%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

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