QxoQXO
13F holders, Q4 2025 (December 31)528holders +53
96new positions
64sold out
6famous investors
$19.29avg. 13F price*
At the end of Q4 2025, 528 institutions reported holding Qxo Inc. (QXO) in their 13F filings, up 53 from Q3 2025. 96 opened new positions and 64 sold out. The largest holders were Orbis Allan Gray Ltd ($1.6B), Morgan Stanley ($1.3B) and Vanguard Group Inc. ($1.1B). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), George Soros (0.0% of Soros Fund Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Qxo Inc.
- CUSIP
- 82846H405
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $279.8M |
| Exits | 64 | $155.9M |
All 13F filers, Q3 2025 → Q4 2025: 77,273,307 shares bought and 38,150,709 shares sold, net +39,122,598 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 528 holders
| Orbis Allan Gray Ltd | 6.91% | Reduce -1.2% | 85,484,474 | $1.6B |
| Morgan Stanley | 0.08% | Add +25.9% | 67,129,733 | $1.3B |
| Vanguard Group Inc. | 0.02% | Reduce -1.3% | 54,596,714 | $1.1B |
| Invesco Ltd. | 0.06% | Add +1.9% | 34,222,190 | $660.1M |
| Affinity Partners GP LP | 100.00% | Add +0.0% | 32,686,065 | $630.5M |
| MFN Partners Management, LP | 12.64% | Reduce -20.9% | 30,277,326 | $584.0M |
| Alpha Wave Global, LP | 57.68% | No change | 24,390,244 | $470.5M |
| BlackRock, Inc. | 0.01% | Add +3.3% | 23,107,988 | $445.8M |
| Finepoint Capital LP | 76.69% | Reduce -5.0% | 21,177,415 | $408.5M |
| Fred Alger Management, LLC | 1.20% | Add +75.4% | 15,923,937 | $307.2M |
| Baillie Gifford & Co. | 0.24% | Add +16117.6% | 14,735,164 | $284.2M |
| HRTG Gpe, LLC | 32.73% | No change | 13,319,457 | $256.9M |
| MTCO Ltd. | 85.37% | No change | 10,940,919 | $211.1M |
| Maniro Ltd | 72.03% | — | 10,940,919 | $211.1M |
| Cercano Management LLC | 7.90% | Add +2.2% | 10,815,832 | $208.6M |
| Consulta Ltd | 9.47% | Add +33.3% | 10,000,000 | $192.9M |
| State Street Corp. | 0.01% | Add +2.2% | 9,627,321 | $185.7M |
| Geode Capital Management, LLC | 0.01% | Add +0.7% | 8,777,960 | $169.4M |
| Blue Investment Opportunities, LLC - Project Breeze Series 1 | 100.00% | Reduce -0.3% | 8,698,038 | $167.8M |
| Hood River Capital Management LLC | 1.70% | Reduce -2.1% | 8,052,900 | $155.3M |
| Norges Bank | 0.01% | — | 7,279,467 | $140.4M |
| T. Rowe Price Investment Management, Inc. | 0.08% | Add +110.4% | 6,513,588 | $125.6M |
| Patient Capital Management, LLC | 4.82% | Reduce -1.0% | 6,468,854 | $124.8M |
| Gilder Gagnon Howe & Co. LLC | 1.27% | Add +7.6% | 6,226,055 | $120.1M |
| Softbank Group Corp. | 0.68% | No change | 5,470,459 | $105.5M |
| Madrone Advisors, LLC | 6.10% | Reduce -46.4% | 5,115,198 | $98.7M |
| UBS Group AG | 0.02% | Add +13.9% | 4,978,172 | $96.0M |
| Liberty Mutual Group Asset Management Inc. | 7.49% | No change | 4,082,787 | $78.8M |
| Sound Shore Management Inc | 2.46% | New | 4,002,028 | $77.2M |
| Forest Avenue Capital Management LP | 4.75% | Reduce -0.1% | 3,734,990 | $72.0M |
| Select Equity Group, L.P. | 0.31% | Reduce -4.4% | 3,462,708 | $66.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +174.8% | 3,347,144 | $64.6M |
| Federated Hermes, Inc. | 0.11% | Add +4.1% | 3,307,600 | $63.8M |
| FMR LLC | 0.00% | Reduce -18.4% | 3,043,170 | $58.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.6% | 2,906,891 | $56.1M |
| Northern Trust Corp. | 0.01% | Reduce -2.6% | 2,674,286 | $51.6M |
| Allspring Global Investments Holdings, LLC | 0.08% | Add +4.8% | 2,560,169 | $50.5M |
| Franklin Resources Inc. | 0.01% | Add +1.5% | 2,550,811 | $49.2M |
| CI Investments Inc. | 0.21% | Add +75.4% | 2,496,002 | $48.1M |
| Bank of America Corp. | 0.00% | Add +46.7% | 2,462,928 | $47.5M |
| Voya Investment Management LLC | 0.05% | Add +20.1% | 2,432,184 | $46.9M |
| Massachusetts Financial Services Co. | 0.02% | Reduce -0.3% | 2,424,628 | $46.8M |
| Lionstone Capital Management LLC | 10.40% | Add +10.0% | 2,332,662 | $45.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.9% | 2,080,670 | $40.1M |
| Sei Investments Co. | 0.04% | Add +90.8% | 1,898,509 | $36.6M |
| Barrier Capital Management, LLC | 22.66% | Add +8.3% | 1,596,623 | $30.8M |
| Bessemer Group Inc. | 0.05% | Add +342781.9% | 1,587,543 | $30.6M |
| First Manhattan Co. Llc. | 0.08% | Add +18.9% | 1,578,055 | $30.4M |
| American Century Companies Inc. | 0.01% | Add +0.3% | 1,530,641 | $29.5M |
| Renaissance Technologies | 0.04% | Reduce -63.0% | 1,478,200 | $28.5M |
| Susquehanna International Group, LLP | 0.04% | Reduce -12.3% | 1,389,143 | $26.8M |
| Wells Fargo & Company | 0.01% | Add +17.4% | 1,371,261 | $26.5M |
| Epoch Investment Partners, Inc. | 0.15% | Add +12.2% | 1,359,643 | $26.2M |
| Discovery Capital Management, LLC / CT | 1.42% | Reduce -26.6% | 1,346,538 | $26.0M |
| Tsai Capital Corp | 17.56% | Add +0.8% | 1,336,821 | $25.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +15.1% | 1,322,955 | $25.5M |
| Braun Stacey Associates Inc. | 0.81% | Add +2.6% | 1,298,850 | $25.1M |
| Pictet Asset Management Holding SA | 0.02% | Add +21.4% | 1,292,688 | $24.9M |
| Impax Asset Management Group plc | 0.15% | New | 1,256,785 | $24.2M |
| Royal Bank of Canada | 0.00% | Reduce -48.0% | 1,213,614 | $23.4M |
| Swiss National Bank | 0.01% | Add +14.9% | 1,195,300 | $23.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +33.5% | 1,179,335 | $22.8M |
| Neuberger Berman Group LLC | 0.02% | Add +5.1% | 1,165,044 | $22.5M |
| Amundi | 0.01% | Add +9118.1% | 1,136,501 | $21.9M |
| Catawba River Capital | 9.69% | Add +0.9% | 1,128,814 | $21.8M |
| Raymond James Financial Inc. | 0.01% | Add +29.0% | 1,120,778 | $21.6M |
| Nuveen, LLC | 0.01% | Add +0.9% | 1,106,839 | $21.4M |
| LPL Financial LLC | 0.01% | Add +80.5% | 1,077,983 | $20.8M |
| Balyasny Asset Management L.P. | 0.04% | Add +26.9% | 1,046,348 | $20.2M |
| California Public Employees Retirement System | 0.01% | Add +30.3% | 1,026,116 | $19.8M |
| BNP Paribas Financial Markets | 0.01% | Add +958.4% | 985,651 | $19.0M |
| TD Asset Management Inc | 0.01% | Add +18.7% | 941,327 | $18.2M |
| Jackson Hill Advisors, LLC | 8.42% | Add +80.3% | 941,000 | $18.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | New | 916,907 | $17.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.04% | Add +748.7% | 877,538 | $16.9M |
| Fishman Jay A Ltd. | 1.36% | Add +56.6% | 857,840 | $16.5M |
| Lombard Odier Asset Management (Europe) Ltd | 1.25% | New | 852,402 | $16.4M |
| Driehaus Capital Management LLC | 0.11% | Add +6.7% | 851,019 | $16.4M |
| Woodson Capital Management, LP | 2.53% | New | 850,000 | $16.4M |
| Frontier Capital Management Co. LLC | 0.17% | Reduce -42.5% | 836,671 | $16.1M |
| Spruce House Investment Management LLC | 0.45% | No change | 813,009 | $15.7M |
| Investment House LLC | 0.73% | Add +16.4% | 799,935 | $15.4M |
| Granahan Investment Management, LLC | 0.66% | Add +28.8% | 799,612 | $15.4M |
| Contrarius Group Holdings Ltd | 0.74% | Add +71.5% | 792,686 | $15.3M |
| Y-Intercept (Hong Kong) Ltd | 0.32% | New | 750,291 | $14.5M |
| OMERS ADMINISTRATION Corp | 0.10% | Add +3.8% | 746,600 | $14.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | Reduce -19.4% | 725,000 | $14.0M |
| Advisors Capital Management, LLC | 0.16% | Add +0.0% | 685,195 | $13.2M |
| Man Group plc | 0.03% | Reduce -20.1% | 678,782 | $13.1M |
| FIL Ltd | 0.01% | Add +34.8% | 671,857 | $13.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.7% | 645,021 | $12.4M |
| Appleton Partners Inc. | 0.78% | New | 613,911 | $11.8M |
| Zimmer Partners, LP | 0.30% | Reduce -66.8% | 600,000 | $11.6M |
| Van Eck Associates Corp. | 0.01% | New | 596,857 | $11.5M |
| Taikang Asset Management (Hong Kong) Co Ltd | 1.13% | New | 590,759 | $11.4M |
| GW Henssler & Associates Ltd. | 0.54% | Reduce -11.0% | 581,040 | $11.2M |
| California State Teachers Retirement System | 0.01% | Add +12.9% | 575,366 | $11.1M |
| Captrust Financial Advisors | 0.02% | Add +59.4% | 573,365 | $11.1M |
| Pennant Investors, LP | 2.55% | No change | 543,000 | $10.5M |
| Wellington Shields Capital Management, LLC | 1.50% | Add +28.9% | 532,758 | $10.3M |
| Rhumbline Advisers | 0.01% | Add +0.3% | 531,534 | $10.3M |
| Focus Partners Wealth | 0.01% | Reduce -1.1% | 527,781 | $10.2M |
| Archon Partners LLC | 1.05% | No change | 520,000 | $10.0M |
| Legal & General Group Plc | 0.00% | Reduce -10.2% | 510,635 | $9.9M |
| AQR Capital Management | 0.01% | Reduce -24.9% | 505,177 | $9.7M |
| Swedbank AB | 0.01% | New | 501,000 | $9.7M |
| Group One Trading LLC | 0.28% | Reduce -44.5% | 486,258 | $9.4M |
| Clearbridge Investments, LLC | 0.01% | Reduce -1.1% | 479,200 | $9.2M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -16.7% | 471,221 | $9.1M |
| Motley Fool Asset Management LLC | 0.34% | Add +0.1% | 453,278 | $8.7M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +4.5% | 453,194 | $8.7M |
| Alberta Investment Management Corp | 0.06% | No change | 450,000 | $8.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -59.7% | 431,857 | $8.3M |
| Atika Capital Management LLC | 1.13% | New | 420,000 | $8.1M |
| Aureus Asset Management, LLC | 0.50% | No change | 409,153 | $7.9M |
| Canton Hathaway, LLC | 1.42% | Add +4.9% | 381,687 | $7.4M |
| Voleon Capital Management LP | 0.15% | Add +121.5% | 361,600 | $7.0M |
| Engle Capital Management, L.P. | 2.66% | Reduce -60.0% | 358,000 | $6.9M |
| Oppenheimer & Co. Inc. | 0.10% | Add +30.5% | 350,006 | $6.8M |
| Motley Fool Wealth Management, LLC | 0.52% | Reduce -13.8% | 347,861 | $6.7M |
| Squarepoint Ops LLC | 0.01% | Add +2136.7% | 343,529 | $6.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.7% | 342,448 | $6.6M |
| Great Hill Capital LLC | 4.54% | Add +25.2% | 341,307 | $6.6M |
| New York State Common Retirement Fund | 0.01% | Add +2.9% | 337,800 | $6.5M |
| Samjo Management, LLC | 2.51% | Add +11.1% | 337,130 | $6.5M |
| Tritonpoint Wealth, LLC | 0.64% | Add +15.3% | 329,592 | $6.4M |
| Algert Global LLC | 0.09% | Reduce -9.7% | 315,210 | $6.1M |
| Scotia Capital Inc. | 0.02% | Add +4.1% | 309,167 | $6.0M |
| Nordwand Advisors, LLC | 1.03% | Add +4.8% | 304,725 | $5.9M |
| Sycale Advisors (NY) LLC | 1.99% | New | 293,000 | $5.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +83.8% | 292,809 | $5.6M |
| Castleark Management LLC | 0.16% | Add +3.2% | 283,527 | $5.5M |
| Brevan Howard Capital Management LP | 0.11% | Add +1.1% | 266,897 | $5.4M |
| Russell Investments Group, Ltd. | 0.01% | Add +178.3% | 278,679 | $5.4M |
| NFJ Investment Group, LLC | 0.19% | New | 272,029 | $5.2M |
| ARS Investment Partners, LLC | 0.30% | Add +5.9% | 269,156 | $5.2M |
| Police & Firemen's Retirement System of New Jersey | 0.04% | Reduce -2.9% | 260,988 | $5.0M |
| Settian Capital LP | 3.30% | No change | 256,578 | $4.9M |
| Ieq Capital, LLC | 0.01% | New | 256,000 | $4.9M |
| Treasurer of the State of North Carolina | 0.02% | Reduce -6.8% | 255,952 | $4.9M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.04% | — | 253,983 | $4.9M |
| B. Metzler seel. Sohn & Co. AG | 0.04% | No change | 232,000 | $4.9M |
| Alliancebernstein L.P. | 0.00% | Add +11.2% | 243,148 | $4.7M |
| State of Wisconsin Investment Board | 0.01% | Add +1.3% | 235,649 | $4.5M |
| Costello Asset Management, INC | 1.49% | Reduce -2.4% | 233,380 | $4.5M |
| Janus Henderson Group PLC | 0.00% | Add +20.4% | 232,963 | $4.5M |
| Bank of Hawaii | 0.22% | Add +92.6% | 232,460 | $4.5M |
| Baader Bank Aktiengesellschaft | 0.37% | No change | 230,000 | $4.4M |
| First Eagle Investment Management, LLC | 0.01% | Add +14.1% | 227,684 | $4.4M |
| Two Sigma Investments, LP | 0.01% | Reduce -48.3% | 226,664 | $4.4M |
| Neo Ivy Capital Management | 0.69% | New | 226,432 | $4.4M |
| Carnegie Investment Counsel | 0.08% | New | 223,379 | $4.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +92.7% | 223,286 | $4.3M |
| Summit Trail Advisors, LLC | 0.07% | Add +0.6% | 219,999 | $4.2M |
| Pennant Select, LLC | 2.19% | No change | 215,000 | $4.1M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +11.7% | 208,186 | $4.0M |
| Gainplan LLC | 1.46% | Reduce -5.4% | 201,139 | $3.9M |
| Truist Financial Corp. | 0.01% | Add +31.6% | 200,317 | $3.9M |
| Ghisallo Capital Management LLC | 0.17% | Reduce -50.0% | 200,000 | $3.9M |
| Graybill Wealth Management, LTD. | 1.13% | Add +1.3% | 198,714 | $3.8M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.6% | 183,871 | $3.5M |
| Agf Management Ltd. | 0.02% | New | 183,862 | $3.5M |
| Lewis Asset Management, LLC | 1.44% | Add +13.9% | 182,780 | $3.5M |
| Strategic Wealth Partners, Ltd. | 0.23% | Add +1188.6% | 177,829 | $3.4M |
| Handelsbanken Fonder AB | 0.01% | Add +53.0% | 170,700 | $3.3M |
| Arizona State Retirement System | 0.02% | Add +6.8% | 169,731 | $3.3M |
| Osaic Holdings, Inc. | 0.00% | Add +29.4% | 169,362 | $3.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +4.1% | 168,529 | $3.3M |
| Aquatic Capital Management LLC | 0.09% | New | 157,706 | $3.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +28.2% | 152,200 | $2.9M |
| Stifel Financial Corp. | 0.00% | Add +166.4% | 145,373 | $2.8M |
| Meridian Wealth Management, LLC | 0.09% | Add +16.9% | 138,811 | $2.7M |
| Mission Creek Capital Partners, Inc. | 0.54% | New | 137,660 | $2.7M |
| KLP Kapitalforvaltning As | 0.01% | Add +22.1% | 136,600 | $2.6M |
| Nicholas Investment Partners, LP | 0.21% | New | 130,897 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +11.7% | 130,017 | $2.5M |
| Kovack Advisors, Inc. | 0.12% | Add +1156.4% | 127,276 | $2.5M |
| Agman Capital LLC | 2.06% | — | 125,311 | $2.4M |
| Carmel Capital Partners, LLC | 0.83% | Add +164.7% | 122,725 | $2.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +38.3% | 120,928 | $2.3M |
| Massar Capital Management, LP | 0.46% | Add +57.4% | 120,756 | $2.3M |
| Fiduciary Alliance LLC | 0.15% | Add +10.8% | 117,273 | $2.3M |
| Maridea Wealth Management LLC | 0.33% | Add +30.8% | 114,427 | $2.2M |
| Matauro, LLC | 0.33% | Add +14.3% | 114,419 | $2.2M |
| Millennium Management | 0.00% | Reduce -83.6% | 112,991 | $2.2M |
| Bullseye Asset Management LLC | 1.16% | Add +4.7% | 112,000 | $2.2M |
| Walleye Capital LLC | 0.01% | Add +68.2% | 110,666 | $2.1M |
| Hohimer Wealth Management, LLC | 0.29% | Reduce -21.3% | 109,241 | $2.1M |
| Cladis Investment Advisory, LLC | 1.13% | Add +37.0% | 107,360 | $2.1M |
| Hudson Value Partners, LLC | 0.61% | Reduce -0.4% | 99,720 | $2.1M |
| Cibc World Market Inc. | 0.00% | Add +65.8% | 106,368 | $2.1M |
| Anfield Capital Management, LLC | 0.65% | Reduce -11.3% | 106,200 | $2.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +16.4% | 101,841 | $2.0M |
| Citadel Advisors | 0.00% | Reduce -90.7% | 101,795 | $2.0M |
| Lombard Odier Asset Management (USA) Corp | 1.06% | Reduce -37.1% | 101,717 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -3.2% | 101,707 | $2.0M |
| K.J. Harrison & Partners Inc | 0.26% | No change | 100,000 | $1.9M |
| Raiffeisen Bank International AG | 0.02% | New | 90,000 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +29.5% | 96,090 | $1.9M |
| Salem Investment Counselors Inc. | 0.05% | Add +17.7% | 94,475 | $1.8M |
| Longaeva Partners L.P. | 0.22% | Reduce -16.5% | 93,545 | $1.8M |
| Verition Fund Management LLC | 0.01% | Reduce -78.7% | 93,358 | $1.8M |
| Peapack Gladstone Financial Corp. | 0.02% | Add +4.0% | 91,400 | $1.8M |
| Dark Forest Capital Management LP | 0.08% | Add +81.5% | 90,580 | $1.7M |
| Cherry Creek Investment Advisors, Inc. | 0.70% | Add +0.6% | 84,636 | $1.6M |
| Corrado Advisors, LLC | 0.80% | Reduce -0.4% | 82,760 | $1.6M |
| Wellington Shields & Co., LLC | 0.39% | No change | 81,770 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +64.3% | 80,341 | $1.6M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +199.8% | 80,041 | $1.5M |
| Creative Planning | 0.00% | Reduce -89.3% | 79,405 | $1.5M |
| Carret Asset Management, LLC | 0.14% | Add +25.9% | 76,975 | $1.5M |
| Cwm, LLC | 0.00% | Add +61.9% | 75,377 | $1.5M |
| Barclays PLC | 0.00% | Reduce -87.1% | 74,669 | $1.4M |
| Blair William & Co. | 0.00% | Reduce -11.1% | 72,923 | $1.4M |
| Victory Capital Management Inc. | 0.00% | Add +0.2% | 72,048 | $1.4M |
| X-Square Capital, LLC | 0.45% | Reduce -4.2% | 71,796 | $1.4M |
| PEAK6 LLC | 0.04% | New | 70,292 | $1.4M |
| STRS Ohio | 0.00% | Add +369.9% | 68,633 | $1.3M |
| Goodnow Investment Group, LLC | 0.12% | Reduce -0.4% | 68,620 | $1.3M |
| Empowered Funds, LLC | 0.02% | New | 67,739 | $1.3M |
| Benjamin Edwards Inc. | 0.01% | Add +39.6% | 67,108 | $1.3M |
| Itau Unibanco Holding S.A. | 0.03% | Reduce -15.1% | 60,000 | $1.3M |
| Natixis Advisors, LLC | 0.00% | Reduce -1.1% | 64,843 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -79.3% | 51,107 | $1.2M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Reduce -28.5% | 58,850 | $1.1M |
| Axxcess Wealth Management, LLC | 0.02% | Add +48.2% | 58,837 | $1.1M |
| HighVista Strategies LLC | 0.29% | Reduce -34.9% | 58,720 | $1.1M |
| Colonial River Investments, LLC | 0.40% | Add +47.0% | 58,383 | $1.1M |
| Moody National Bank Trust Division | 0.10% | Add +11.1% | 54,700 | $1.1M |
| Independent Financial Group, LLC | 0.02% | Add +4.0% | 54,600 | $1.1M |
| Progeny 3, Inc. | 0.06% | New | 54,500 | $1.1M |
| CIBC Private Wealth Group LLC | 0.00% | Add +21.1% | 52,644 | $1.0M |
| Brown Miller Wealth Management, LLC | 0.28% | Add +3.8% | 52,489 | $1.0M |
| Catalyst Funds Management Pty Ltd | 0.23% | No change | 52,370 | $1.0M |
| Deltec Asset Management LLC | 0.17% | Reduce -61.1% | 52,161 | $1.0M |
| Intact Investment Management Inc. | 0.03% | No change | 51,500 | $993K |
| JNBA Financial Advisors | 0.09% | New | 51,413 | $992K |
| Jain Global LLC | 0.01% | New | 51,313 | $990K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 50,893 | $982K |
| IMC-Chicago, LLC | 0.02% | Reduce -8.2% | 50,888 | $982K |
| Stableford Capital II LLC | 0.35% | Reduce -2.3% | 50,816 | $980K |
| Arkadios Wealth Advisors | 0.02% | Add +20.3% | 50,396 | $972K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +15.8% | 49,604 | $957K |
| Baird Financial Group, Inc. | 0.00% | Add +350.0% | 49,500 | $955K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -13.4% | 49,264 | $950K |
| Qsemble Capital Management, LP | 0.08% | Add +114.2% | 49,195 | $949K |
| Credit Agricole S A | 0.00% | New | 48,553 | $937K |
| First Trust Advisors LP | 0.00% | New | 46,307 | $893K |
| D. E. Shaw & Co. | 0.00% | Reduce -62.7% | 46,021 | $888K |
| Deutsche Bank AG | 0.00% | Add +13.1% | 45,018 | $868K |
| Permanens Capital L.P. | 0.11% | No change | 44,000 | $849K |
| Claro Advisors Inc. | 0.11% | Add +29.3% | 43,493 | $839K |
| Simplex Trading, LLC | 0.02% | Reduce -56.1% | 42,568 | $821K |
| Virtu Financial LLC | 0.03% | New | 42,551 | $821K |
| XTX Topco Ltd | 0.02% | New | 42,477 | $819K |
| AlTi Global, Inc. | 0.02% | Add +197.9% | 42,300 | $816K |
| Praxis Investment Management Inc. | 0.05% | Add +113.7% | 41,245 | $796K |
| Soros Fund Management | 0.01% | New | 41,095 | $793K |
| Wilmar Advisors LLC | 0.60% | Reduce -20.0% | 40,000 | $772K |
| Banco BTG Pactual S.A. | 0.14% | No change | 40,000 | $772K |
| Edgewood Management LLC | 0.00% | No change | 40,000 | $772K |
| Citigroup Inc. | 0.00% | Reduce -40.6% | 39,399 | $760K |
| CFM Wealth Partners LLC | 0.10% | Add +13.9% | 37,540 | $724K |
| State of Tennessee, Department of Treasury | 0.00% | Add +17.3% | 32,255 | $715K |
| International Assets Investment Management, LLC | 0.05% | New | 36,770 | $709K |
| Sigma Planning Corp | 0.02% | Add +7.1% | 36,468 | $703K |
| Sterling Capital Management LLC | 0.01% | Reduce -4.1% | 36,217 | $699K |
| Penn Capital Management Company, LLC | 0.06% | Add +10.7% | 35,321 | $695K |
| Cornerstone Advisory, LLC | 0.07% | Add +7.8% | 35,400 | $683K |
| Hudson Bay Capital Management LP | 0.00% | New | 35,000 | $675K |
| Moors & Cabot, Inc. | 0.03% | Reduce -1.2% | 34,990 | $675K |
| Parsons Capital Management Inc. | 0.04% | Add +47.5% | 34,339 | $662K |
| Prospera Financial Services Inc | 0.01% | Add +0.3% | 34,108 | $658K |
| Merit Financial Group, LLC | 0.01% | Add +106.0% | 33,932 | $655K |
| DV Trading LLC | 0.06% | — | 33,800 | $652K |
| Jump Financial, LLC | 0.01% | Add +50.6% | 33,338 | $643K |
| Quest Investment Management LLC | 0.07% | Reduce -6.2% | 32,804 | $633K |
| Wellington Management Group LLP | 0.00% | Reduce -3.8% | 32,720 | $631K |
| World Investment Advisors | 0.01% | New | 32,693 | $631K |
| Amalgamated Bank | 0.00% | Add +6.2% | 32,529 | $627K |
| Utah Retirement Systems | 0.01% | No change | 32,229 | $622K |
| Advyzon Investment Management, LLC | 0.07% | Add +19.3% | 32,126 | $620K |
| Sanctuary Advisors, LLC | 0.00% | Add +28.7% | 32,116 | $620K |
| Mariner, LLC | 0.00% | Add +99.1% | 32,085 | $619K |
| Xponance LLC | 0.00% | Add +2.4% | 31,305 | $604K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 30,827 | $595K |
| Jones Financial Companies LLLP | 0.00% | Add +27.8% | 30,551 | $589K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +20.3% | 30,258 | $584K |
| Sterneck Capital Management, LLC | 0.26% | Add +54.6% | 29,849 | $576K |
| Comerica Bank | 0.00% | Add +21.1% | 29,596 | $571K |
| Maryland State Retirement & Pension System | 0.01% | No change | 29,596 | $571K |
| Moneco Advisors, LLC | 0.05% | Add +4.1% | 29,529 | $570K |
| Prudential Financial Inc. | 0.00% | Reduce -38.5% | 29,080 | $561K |
| Swiss Life Asset Management Ltd | 0.00% | Add +19.3% | 29,014 | $560K |
| Cruiser Capital Advisors, LLC | 0.47% | No change | 10,000 | $552K |
| Horizon Advisory Services, Inc. | 0.27% | Reduce -18.8% | 27,993 | $540K |
| TD Private Client Wealth LLC | 0.01% | Add +19.6% | 27,748 | $535K |
| IHT Wealth Management, LLC | 0.01% | New | 27,726 | $535K |
| Atria Investments, Inc | 0.01% | Add +170.1% | 27,645 | $533K |
| Simon Quick Advisors, LLC | 0.02% | Add +1.0% | 27,616 | $533K |
| Teacher Retirement System of Texas | 0.00% | Reduce -67.7% | 27,483 | $530K |
| Ethic Inc. | 0.01% | Reduce -7.0% | 27,432 | $529K |
| Triangle Securities Wealth Management | 0.11% | New | 26,100 | $503K |
| Odyssean, LLC | 0.35% | — | 25,327 | $489K |
| Triasima Portfolio Management inc. | 0.07% | Add +9.1% | 25,160 | $485K |
| Leonteq Securities AG | 0.03% | Add +1146.0% | 25,044 | $483K |
| Bank of Nova Scotia | 0.00% | New | 24,874 | $480K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +143.8% | 24,802 | $478K |
| Taproot Management LP | 0.08% | — | 24,120 | $465K |
| Novare Capital Management LLC | 0.03% | Add +49.9% | 23,352 | $450K |
| Vericrest Private Wealth | 0.40% | — | 23,165 | $447K |
| Global Retirement Partners, LLC | 0.01% | Add +905.2% | 22,688 | $438K |
| US Bancorp \de | 0.00% | Add +13.7% | 22,526 | $435K |
| Lighthouse Investment Partners, LLC | 0.01% | New | 22,277 | $430K |
| Verdence Capital Advisors LLC | 0.03% | No change | 22,258 | $429K |
| Joel Isaacson & Co., LLC | 0.01% | New | 22,105 | $426K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +42.5% | 22,075 | $426K |
| M&T Bank Corp | 0.00% | Reduce -1.2% | 21,943 | $424K |
| Navellier & Associates Inc. | 0.05% | Reduce -30.1% | 21,786 | $420K |
| Chicago Partners Investment Group LLC | 0.01% | Add +22.8% | 17,544 | $419K |
| CIBC Asset Management Inc | 0.00% | Add +69.8% | 21,662 | $418K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 21,535 | $415K |
| EFG International AG | 0.01% | — | 21,435 | $413K |
| North Dakota State Investment Board | 0.02% | — | 21,269 | $410K |
| Janney Capital Management LLC | 0.03% | Add +1.6% | 21,133 | $408K |
| Commonwealth Equity Services, LLC | 0.00% | Add +17.0% | 21,133 | $408K |
| Hilltop Holdings Inc. | 0.02% | Add +20.7% | 20,879 | $403K |
| Walleye Trading LLC | 0.01% | Reduce -28.1% | 20,692 | $399K |
| Weiss Asset Management LP | 0.01% | New | 20,444 | $394K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -0.9% | 15,607 | $393K |
| Willis Investment Counsel | 0.02% | Add +33.3% | 20,000 | $386K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 20,000 | $386K |
| Retirement Planning Co of New England, Inc. | 0.15% | Reduce -3.2% | 19,868 | $383K |
| Keebeck Wealth Management | 0.04% | No change | 19,788 | $382K |
| Axq Capital, LP | 0.09% | New | 19,690 | $380K |
| Quadrature Capital Ltd | 0.00% | Reduce -90.4% | 19,363 | $374K |
| Walter & Keenan Wealth Management LLC /in/ | 0.10% | Add +15.1% | 18,918 | $365K |
| Sheets Smith Wealth Management | 0.04% | Add +0.1% | 18,730 | $361K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +23.9% | 18,598 | $359K |
| Aprio Wealth Management, LLC | 0.02% | Add +63.5% | 18,487 | $357K |
| Clearstead Advisors, LLC | 0.00% | Add +1373.7% | 17,846 | $344K |
| Kestra Advisory Services, LLC | 0.00% | New | 17,762 | $343K |
| KBC Group NV | 0.00% | Add +19.5% | 17,592 | $339K |
| Private Advisor Group, LLC | 0.00% | Reduce -68.4% | 17,458 | $337K |
| Principal Financial Group Inc. | 0.00% | Reduce -26.2% | 16,739 | $323K |
| Pathstone Holdings, LLC | 0.00% | Reduce -63.7% | 16,729 | $323K |
| Tilia Fiduciary Partners, Inc. | 0.18% | Reduce -6.9% | 16,617 | $321K |
| Composition Wealth, LLC | 0.00% | Reduce -0.1% | 16,533 | $319K |
| PNC Financial Services Group, Inc. | 0.00% | Add +15.6% | 16,374 | $316K |
| Machina Capital S.A.S. | 0.06% | New | 16,332 | $315K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -59.6% | 16,305 | $315K |
| Centiva Capital, LP | 0.02% | New | 16,155 | $312K |
| Castle Rock Wealth Management, LLC | 0.07% | Add +2.7% | 13,849 | $310K |
| Alamea Verwaltungs GmbH | 0.21% | Add +4.5% | 13,960 | $310K |
| Tenon Financial LLC | 0.13% | No change | 15,930 | $307K |
| Ameritas Advisory Services, LLC | 0.01% | Add +58.4% | 15,837 | $305K |
| Penserra Capital Management LLC | 0.00% | New | 15,774 | $304K |
| Levin Capital Strategies, L.P. | 0.03% | Reduce -16.0% | 15,750 | $304K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 14,792 | $297K |
| Red Door Wealth Management, LLC | 0.03% | Add +7.8% | 15,382 | $297K |
| Redwood Family Wealth LLC | 0.29% | — | 15,200 | $293K |
| M Holdings Securities, Inc. | 0.02% | New | 15,000 | $289K |
| First Bank & Trust | 0.05% | Add +4.9% | 14,963 | $289K |
| Snowden Capital Advisors LLC | 0.01% | New | 14,924 | $288K |
| Wealth Effects LLC | 0.09% | Add +2.6% | 14,875 | $287K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.1% | 14,304 | $276K |
| Tran Capital Management, L.P. | 0.03% | Reduce -60.3% | 14,283 | $276K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +516.8% | 14,150 | $273K |
| Quantinno Capital Management LP | 0.00% | New | 14,086 | $272K |
| Cresset Asset Management, LLC | 0.00% | New | 14,027 | $271K |
| ELCO Management Co., LLC | 0.17% | Reduce -8.3% | 13,825 | $267K |
| Cardinal Point Capital Management ULC | 0.02% | New | 13,670 | $264K |
| Oak Ridge Investments LLC | 0.02% | Reduce -5.8% | 13,620 | $263K |
| Goldstein Advisors, LLC | 0.03% | New | 13,524 | $261K |
| HB Wealth Management, LLC | 0.00% | New | 13,034 | $251K |
| Institute for Wealth Management, LLC. | 0.03% | Add +0.9% | 12,968 | $250K |
| Mindset Wealth Management, LLC | 0.06% | New | 12,656 | $244K |
| Provident Wealth Management, LLC | 0.07% | No change | 12,461 | $240K |
| Ingalls & Snyder LLC | 0.01% | No change | 12,164 | $235K |
| Montag A & Associates Inc. | 0.01% | Reduce -14.5% | 12,000 | $231K |
| Maple Capital Management, Inc. | 0.01% | Add +4.7% | 11,988 | $231K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 11,631 | $224K |
| Plancorp, LLC | 0.01% | New | 11,626 | $224K |
| Diversified Enterprises, LLC | 0.01% | New | 11,434 | $221K |
| Avity Investment Management Inc. | 0.02% | Reduce -7.8% | 11,255 | $217K |
| Nicholas Wealth, LLC. | 0.15% | New | 11,217 | $216K |
| Opal Capital LLC | 0.05% | — | 11,196 | $216K |
| Farther Finance Advisors, LLC | 0.00% | Add +20.7% | 11,027 | $213K |
| One68 Global Capital, LLC | 2.50% | Reduce -8.3% | 11,000 | $212K |
| Shay Capital LLC | 0.03% | Reduce -61.6% | 11,000 | $212K |
| Huntington National Bank | 0.00% | Add +69.2% | 11,000 | $212K |
| QRG Capital Management, Inc. | 0.00% | New | 10,890 | $210K |
| Diametric Capital, LP | 0.06% | New | 10,864 | $210K |
| Legacy Wealth Asset Management, LLC | 0.05% | Add +2.2% | 10,812 | $209K |
| Family Manage LLC | 0.03% | New | 10,761 | $208K |
| TT International Asset Management LTD | 0.04% | New | 10,738 | $207K |
| Adamsbrown Wealth Consultants LLC | 0.06% | New | 10,623 | $205K |
| Diversify Advisory Services, LLC | 0.01% | New | 8,587 | $204K |
| Bank of Montreal | 0.00% | New | 10,505 | $203K |
| Osbon Capital Management LLC | 0.19% | — | 10,429 | $201K |
| Omnitrust Wealth Management, Inc | 0.25% | — | 10,192 | $197K |
| E&G Advisors, LLC | 0.04% | New | 10,150 | $196K |
| SageView Advisory Group, LLC | 0.01% | New | 10,094 | $195K |
| MetLife Investment Management, LLC | 0.00% | Reduce -1.9% | 9,999 | $193K |
| AlphaQuest LLC | 0.01% | Add +2.5% | 9,705 | $187K |
| GeoWealth Management, LLC | 0.01% | New | 9,422 | $182K |
| Wealth Preservation Advisors, LLC | 0.09% | New | 9,036 | $174K |
| SG Americas Securities, LLC | 0.00% | Reduce -49.2% | 8,887 | $171K |
| First Horizon Corp. | 0.01% | Add +56.6% | 8,849 | $171K |
| TD Waterhouse Canada Inc. | 0.00% | Add +14.9% | 8,517 | $164K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +59.4% | 8,389 | $162K |
| Loomis Sayles & Co. L P | 0.00% | No change | 8,303 | $160K |
| Bokf, NA | 0.00% | No change | 8,264 | $159K |
| Parallel Advisors, LLC | 0.00% | Reduce -44.9% | 6,615 | $128K |
| Sunbelt Securities, Inc. | 0.01% | Add +6.8% | 6,300 | $122K |
| WPG Advisers, LLC | 0.09% | Add +238.4% | 6,153 | $119K |
| Atlas Capital Advisors Inc. | 0.01% | — | 5,938 | $115K |
| Danske Bank A/S | 0.00% | Add +92.9% | 5,400 | $104K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -11.5% | 5,233 | $101K |
| Archer Investment Corp | 0.02% | Add +11.1% | 5,000 | $96K |
| Nvwm, LLC | 0.02% | Add +100.0% | 5,000 | $96K |
| MAI Capital Management | 0.00% | Add +58.5% | 4,715 | $91K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 4,400 | $85K |
| Osterweis Capital Management Inc. | 0.00% | New | 4,245 | $82K |
| Knuff & Co LLC | 0.02% | New | 3,925 | $76K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | New | 3,750 | $72K |
| Ares Systematic Credit Ltd | 0.27% | — | 1,265 | $70K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11448.1% | 3,118 | $60K |
| Toronto Dominion Bank | 0.00% | New | 3,000 | $58K |
| GAMMA Investing LLC | 0.00% | Add +79.6% | 2,964 | $57K |
| GW&K Investment Management, LLC | 0.00% | Add +78.3% | 2,880 | $56K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -98.4% | 2,825 | $50K |
| Allworth Financial LP | 0.00% | Add +27.2% | 2,580 | $50K |
| Alphadyne Asset Management LP | 0.00% | New | 2,132 | $41K |
| SJS Investment Consulting Inc. | 0.00% | No change | 1,823 | $35K |
| NewEdge Advisors, LLC | 0.00% | Add +42.4% | 1,680 | $32K |
| NFSG Corp | 0.00% | Add +57.5% | 1,575 | $30K |
| Pittenger & Anderson Inc. | 0.00% | No change | 1,519 | $29K |
| Pflug Koory, LLC | 0.01% | No change | 1,500 | $29K |
| LRI Investments, LLC | 0.00% | Add +129.1% | 1,482 | $29K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 1,315 | $26K |
| Arax Advisory Partners | 0.00% | New | 1,309 | $25K |
| American Capital Advisory, LLC | 0.01% | Add +0.2% | 1,171 | $23K |
| Blue Trust, Inc. | 0.00% | Add +24.5% | 1,134 | $22K |
| Grove Bank & Trust | 0.00% | Add +112.8% | 1,098 | $21K |
| Stephens Consulting, LLC | 0.01% | No change | 1,000 | $21K |
| Signaturefd, LLC | 0.00% | Reduce -13.2% | 1,089 | $21K |
| Fifth Third Bancorp | 0.00% | Add +19.4% | 1,039 | $20K |
| Bogart Wealth, LLC | 0.00% | Reduce -28.1% | 952 | $18K |
| Trust Co. of Vermont | 0.00% | New | 850 | $16K |
| Rossby Financial, LCC | 0.01% | Add +50.7% | 817 | $16K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 700 | $14K |
| Hartford Financial Management Inc. | 0.00% | No change | 700 | $14K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 642 | $12K |
| Covestor Ltd | 0.01% | No change | 618 | $12K |
| Natixis | 0.00% | New | 614 | $12K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 608 | $12K |
| Larson Financial Group LLC | 0.00% | Reduce -49.0% | 601 | $12K |
| Dogwood Wealth Management LLC | 0.01% | No change | 600 | $12K |
| Smartleaf Asset Management LLC | 0.00% | Add +4.2% | 521 | $11K |
| MTM Investment Management, LLC | 0.00% | New | 550 | $11K |
| Ancora Advisors LLC | 0.00% | New | 537 | $10K |
| CNB Bank | 0.00% | No change | 500 | $10K |
| Nemes Rush Group LLC | 0.00% | No change | 475 | $9K |
| Private Trust Co. NA | 0.00% | New | 426 | $8K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 407 | $8K |
| HM Payson & Co. | 0.00% | New | 369 | $7K |
| Rachor Investment Advisory Services, LLC | 0.00% | — | 360 | $7K |
| MCF Advisors LLC | 0.00% | New | 350 | $7K |
| Meeder Asset Management Inc. | 0.00% | Add +236.4% | 333 | $6K |
| FNY Investment Advisers, LLC | 0.00% | Reduce -97.9% | 340 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 283 | $5K |
| CoreCap Advisors, LLC | 0.00% | Reduce -87.4% | 280 | $5K |
| Greenline Wealth Management LLC | 0.01% | — | 278 | $5K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +361.7% | 277 | $5K |
| Quadrant Capital Group LLC | 0.00% | Reduce -13.4% | 266 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +2.4% | 255 | $5K |
| First Command Advisory Services, Inc. | 0.00% | No change | 253 | $5K |
| Vision Retirement, LLC | 0.00% | — | 250 | $5K |
| Crewe Advisors LLC | 0.00% | No change | 250 | $5K |
| ORG Partners LLC | 0.00% | New | 245 | $5K |
| Elequin Capital, LP | 0.00% | New | 230 | $4K |
| National Bank of Canada | 0.00% | Reduce -98.3% | 229 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 228 | $4K |
| Heritage Wealth Advisors | 0.00% | No change | 200 | $4K |
| Assetmark, Inc. | 0.00% | Reduce -4.4% | 196 | $4K |
| Geneos Wealth Management Inc. | 0.00% | No change | 186 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 173 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Add +132.1% | 130 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 111 | $2K |
| Rothschild Investment LLC | 0.00% | New | 106 | $2K |
| IFP Advisors, Inc | 0.00% | Reduce -40.8% | 106 | $2K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 103 | $2K |
| Ransom Advisory, Ltd | 0.00% | No change | 100 | $2K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 93 | $2K |
| Optiver Holding B.V. | 0.00% | New | 93 | $2K |
| Cromwell Holdings LLC | 0.00% | Reduce -11.7% | 91 | $2K |
| Torren Management, LLC | 0.00% | — | 91 | $2K |
| Optima Capital LLC | 0.00% | New | 85 | $2K |
| Golden State Wealth Management, LLC | 0.00% | No change | 80 | $2K |
| Hilltop National Bank | 0.00% | No change | 79 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +37.5% | 77 | $1K |
| Retirement Wealth Solutions LLC | 0.00% | Add +56.3% | 75 | $1K |
| Sound Income Strategies, LLC | 0.00% | No change | 50 | $1K |
| UMB Bank, n.a. | 0.00% | Reduce -36.6% | 52 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 46 | $1K |
| Marquette Asset Management, LLC | 0.00% | Reduce -17.7% | 51 | $984 |
| Strengthening Families & Communities, LLC | 0.00% | New | 50 | $965 |
| Bruce G. Allen Investments, LLC | 0.00% | Add +366.7% | 42 | $810 |
| True Wealth Design, LLC | 0.00% | No change | 40 | $772 |
| Cornerstone Financial Management LLC | 0.00% | — | 36 | $694 |
| Manchester Capital Management LLC | 0.00% | Reduce -99.8% | 35 | $676 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 30 | $579 |
| CVA Family Office, LLC | 0.00% | New | 30 | $579 |
| Bare Financial Services, Inc | 0.00% | New | 23 | $444 |
| Whipplewood Advisors, LLC | 0.00% | New | 21 | $405 |
| Signature Equity Partners, LLC | 0.00% | — | 14 | $270 |
| Dunhill Financial, LLC | 0.00% | New | 12 | $230 |
| Berkshire Capital Holdings Inc. | 0.00% | No change | 10 | $193 |
| Essential Partners LLC | 0.00% | Reduce -89.9% | 10 | $193 |
| Salomon & Ludwin, LLC | 0.00% | No change | 6 | $140 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 7 | $135 |
| TFC Financial Management, Inc. | 0.00% | Reduce -25.0% | 3 | $58 |
| Quaker Wealth Management, LLC | 0.00% | New | 2 | $39 |
| Root Financial Partners, LLC | 0.00% | No change | 2 | $39 |
| GHP Investment Advisors, Inc. | 0.00% | New | 1 | $20 |
| MV Capital Management, Inc. | 0.00% | No change | 1 | $20 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -50.0% | 1 | $19 |
"% of holder's portfolio" is QXO's weight in each manager's 13F, not the share of Qxo Inc. the manager owns.