QxoQXO
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 582 institutions reported holding Qxo Inc. (QXO) in their 13F filings, up 54 from Q4 2025. 105 opened new positions and 48 sold out. The largest holders were Morgan Stanley ($1.4B), Orbis Allan Gray Ltd ($1.4B) and Invesco Ltd. ($740.5M). 6 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Qxo Inc.
- CUSIP
- 82846H405
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 105 | $230.3M |
| Exits | 48 | $86.2M |
All 13F filers, Q4 2025 → Q1 2026: 75,380,453 shares bought and 49,702,699 shares sold, net +25,677,754 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 582 holders
| Morgan Stanley | 0.09% | Add +11.2% | 74,634,716 | $1.4B |
| Orbis Allan Gray Ltd | 6.06% | Reduce -13.5% | 73,951,325 | $1.4B |
| Invesco Ltd. | 0.07% | Add +11.4% | 38,132,654 | $740.5M |
| Affinity Partners GP LP | 100.00% | No change | 32,686,065 | $634.8M |
| Vanguard Capital Management LLC | 0.01% | — | 28,240,850 | $548.4M |
| Vanguard Portfolio Management LLC | 0.03% | — | 25,659,978 | $498.3M |
| BlackRock, Inc. | 0.01% | Add +9.4% | 25,284,369 | $491.0M |
| Alpha Wave Global, LP | 59.92% | No change | 24,390,244 | $473.7M |
| MFN Partners Management, LP | 10.05% | Reduce -22.5% | 23,454,350 | $455.5M |
| Fred Alger Management, LLC | 1.91% | Add +40.7% | 22,404,712 | $435.1M |
| UBS Group AG | 0.05% | Add +205.8% | 15,223,507 | $295.6M |
| Finepoint Capital LP | 64.60% | Reduce -34.6% | 13,858,415 | $269.1M |
| Baillie Gifford & Co. | 0.27% | Reduce -7.5% | 13,624,239 | $264.6M |
| HRTG Gpe, LLC | 33.12% | No change | 13,319,457 | $258.7M |
| Consulta Ltd | 10.63% | Add +10.0% | 11,000,000 | $213.6M |
| MTCO Ltd. | 78.90% | No change | 10,940,919 | $212.5M |
| Maniro Ltd | 64.38% | No change | 10,940,919 | $212.5M |
| State Street Corp. | 0.01% | Add +5.9% | 10,198,501 | $198.1M |
| Geode Capital Management, LLC | 0.01% | Add +7.1% | 9,404,015 | $182.7M |
| Hood River Capital Management LLC | 1.58% | Add +1.0% | 8,136,061 | $158.0M |
| Blue Investment Opportunities, LLC - Project Breeze Series 1 | 100.00% | Reduce -7.2% | 8,073,038 | $156.8M |
| Patient Capital Management, LLC | 4.91% | Add +4.8% | 6,778,389 | $131.6M |
| T. Rowe Price Investment Management, Inc. | 0.09% | Add +0.3% | 6,535,156 | $126.9M |
| Gilder Gagnon Howe & Co. LLC | 1.40% | Reduce -3.8% | 5,988,681 | $116.3M |
| Softbank Group Corp. | 0.93% | No change | 5,470,459 | $106.2M |
| T. Rowe Price Associates Inc. | 0.01% | Add +336.7% | 5,150,196 | $100.0M |
| Cercano Management LLC | 4.04% | Reduce -55.5% | 4,813,158 | $93.5M |
| Impax Asset Management Group plc | 0.64% | Add +275.0% | 4,713,068 | $91.5M |
| Forest Avenue Capital Management LP | 5.68% | Add +23.8% | 4,622,783 | $89.8M |
| FMR LLC | 0.00% | Add +51.0% | 4,595,763 | $89.2M |
| Madrone Advisors, LLC | 7.96% | Reduce -17.6% | 4,215,198 | $81.9M |
| Liberty Mutual Group Asset Management Inc. | 6.35% | No change | 4,082,787 | $79.3M |
| Sound Shore Management Inc | 2.56% | Reduce -1.8% | 3,929,810 | $76.3M |
| Bank of America Corp. | 0.01% | Add +53.0% | 3,766,990 | $73.2M |
| Massachusetts Financial Services Co. | 0.02% | Add +41.6% | 3,433,466 | $69.0M |
| Federated Hermes, Inc. | 0.10% | No change | 3,307,600 | $64.2M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 3,304,557 | $64.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +8.4% | 3,150,615 | $61.2M |
| Northern Trust Corp. | 0.01% | Add +8.9% | 2,913,642 | $56.6M |
| CI Investments Inc. | 0.24% | Add +4.1% | 2,598,840 | $50.5M |
| Select Equity Group, L.P. | 0.27% | Reduce -25.0% | 2,596,986 | $50.4M |
| Franklin Resources Inc. | 0.01% | Add +0.0% | 2,551,371 | $49.5M |
| Sei Investments Co. | 0.05% | Add +33.9% | 2,541,115 | $49.3M |
| Lionstone Capital Management LLC | 10.97% | No change | 2,332,662 | $45.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -36.3% | 2,132,382 | $41.4M |
| Epoch Investment Partners, Inc. | 0.25% | Add +54.2% | 2,096,918 | $40.7M |
| Allspring Global Investments Holdings, LLC | 0.07% | Reduce -20.7% | 2,029,838 | $39.2M |
| Voya Investment Management LLC | 0.04% | Reduce -22.1% | 1,894,763 | $36.8M |
| Blue Whale Capital LLP | 1.70% | New | 1,843,734 | $35.8M |
| Citadel Advisors | 0.02% | Add +1603.7% | 1,734,239 | $33.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -16.6% | 1,734,236 | $33.7M |
| Wells Fargo & Company | 0.01% | Add +25.3% | 1,717,552 | $33.4M |
| First Manhattan Co. Llc. | 0.09% | Add +4.2% | 1,644,067 | $31.9M |
| Bessemer Group Inc. | 0.05% | Add +2.2% | 1,622,347 | $31.5M |
| Zimmer Partners, LP | 0.78% | Add +162.5% | 1,575,000 | $30.6M |
| Granahan Investment Management, LLC | 1.42% | Add +88.8% | 1,509,546 | $29.3M |
| LPL Financial LLC | 0.01% | Add +39.3% | 1,501,338 | $29.2M |
| Paralel Advisors LLC | 1.21% | New | 1,500,000 | $29.1M |
| American Century Companies Inc. | 0.01% | Reduce -4.6% | 1,459,607 | $28.3M |
| Royal Bank of Canada | 0.01% | Add +17.8% | 1,429,840 | $27.8M |
| Woodson Capital Management, LP | 4.46% | Add +67.1% | 1,420,000 | $27.6M |
| Royal London Asset Management Ltd. | 0.06% | New | 1,382,956 | $26.9M |
| Discovery Capital Management, LLC / CT | 1.40% | Add +2.2% | 1,376,090 | $26.7M |
| TD Asset Management Inc | 0.02% | Add +42.5% | 1,341,670 | $26.1M |
| Braun Stacey Associates Inc. | 0.86% | Add +2.9% | 1,336,330 | $26.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +0.1% | 1,324,736 | $25.7M |
| Raymond James Financial Inc. | 0.01% | Add +17.4% | 1,315,827 | $25.6M |
| Tsai Capital Corp | 18.82% | Reduce -2.6% | 1,302,510 | $25.3M |
| Amundi | 0.01% | Add +11.3% | 1,264,434 | $24.6M |
| Barrier Capital Management, LLC | 21.21% | Reduce -22.1% | 1,243,988 | $24.2M |
| Fishman Jay A Ltd. | 2.11% | Add +41.8% | 1,216,305 | $23.6M |
| Swiss National Bank | 0.01% | Add +0.5% | 1,201,200 | $23.3M |
| Nuveen, LLC | 0.01% | Add +5.3% | 1,165,286 | $22.6M |
| Catawba River Capital | 10.59% | Add +1.1% | 1,141,820 | $22.0M |
| FIL Ltd | 0.02% | Add +65.9% | 1,114,477 | $21.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +62.5% | 1,048,482 | $20.4M |
| Pictet Asset Management Holding SA | 0.02% | Reduce -19.6% | 1,039,849 | $20.2M |
| Ghisallo Capital Management LLC | 0.54% | Add +400.0% | 1,000,000 | $19.4M |
| Deutsche Bank AG | 0.01% | Add +2033.1% | 960,270 | $18.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.04% | Add +7.5% | 943,363 | $18.3M |
| Jackson Hill Advisors, LLC | 9.45% | No change | 941,000 | $18.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Reduce -1.0% | 908,114 | $17.6M |
| Neuberger Berman Group LLC | 0.01% | Reduce -22.4% | 904,492 | $17.6M |
| Taikang Asset Management (Hong Kong) Co Ltd | 1.75% | Add +53.0% | 903,995 | $17.6M |
| Susquehanna International Group, LLP | 0.02% | Reduce -37.7% | 865,770 | $16.8M |
| Investment House LLC | 0.87% | Add +7.1% | 856,968 | $16.6M |
| Frontier Capital Management Co. LLC | 0.17% | Add +2.0% | 853,482 | $16.6M |
| Spruce House Investment Management LLC | 0.56% | No change | 813,009 | $15.8M |
| Citigroup Inc. | 0.01% | Add +1941.1% | 804,171 | $15.6M |
| BNP Paribas Financial Markets | 0.01% | Reduce -18.4% | 803,842 | $15.6M |
| California Public Employees Retirement System | 0.01% | Reduce -22.4% | 796,397 | $15.5M |
| Pennant Select, LLC | 7.76% | Add +269.8% | 795,000 | $15.4M |
| OMERS ADMINISTRATION Corp | 0.09% | No change | 746,600 | $14.5M |
| Fort Washington Investment Advisors Inc. | 0.08% | New | 737,718 | $14.3M |
| Lombard Odier Asset Management (Europe) Ltd | 1.17% | Reduce -13.9% | 733,928 | $14.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.02% | No change | 725,000 | $14.1M |
| Focus Partners Wealth | 0.02% | Add +35.6% | 715,680 | $13.9M |
| California State Teachers Retirement System | 0.01% | Add +22.4% | 704,530 | $13.7M |
| Advisors Capital Management, LLC | 0.16% | Add +0.9% | 691,197 | $13.4M |
| Russell Investments Group, Ltd. | 0.01% | Add +147.1% | 688,526 | $13.4M |
| Wellington Shields Capital Management, LLC | 1.95% | Add +25.4% | 668,051 | $13.0M |
| Appleton Partners Inc. | 0.88% | Add +5.8% | 649,265 | $12.6M |
| GW Henssler & Associates Ltd. | 0.59% | Add +10.4% | 641,457 | $12.5M |
| Sycale Advisors (NY) LLC | 6.14% | Add +113.6% | 625,757 | $12.2M |
| Van Eck Associates Corp. | 0.01% | Add +3.6% | 618,599 | $12.0M |
| Captrust Financial Advisors | 0.02% | Add +7.4% | 615,698 | $12.0M |
| Northwest & Ethical Investments L.P. | 0.27% | New | 607,869 | $11.8M |
| Zweig-DiMenna Associates LLC | 1.59% | New | 582,500 | $11.3M |
| Mediolanum International Funds Ltd | 0.12% | New | 615,571 | $11.2M |
| HighTower Advisors, LLC | 0.01% | Add +30.9% | 565,346 | $11.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 557,591 | $10.8M |
| Exane Asset Management | 2.17% | New | 475,031 | $10.6M |
| Rhumbline Advisers | 0.01% | Add +1.6% | 539,973 | $10.5M |
| Archon Partners LLC | 1.20% | No change | 520,000 | $10.1M |
| AQR Capital Management | 0.00% | Add +2.0% | 515,525 | $9.9M |
| Pennant Investors, LP | 2.65% | Reduce -9.4% | 492,000 | $9.6M |
| Clearbridge Investments, LLC | 0.01% | Add +2.6% | 491,502 | $9.5M |
| Mar Vista Investment Partners LLC | 0.93% | New | 476,409 | $9.3M |
| State Board of Administration of Florida Retirement System | 0.02% | Add +4.3% | 472,687 | $9.2M |
| Motley Fool Asset Management LLC | 0.36% | Reduce -5.9% | 426,549 | $8.3M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -12.2% | 413,949 | $8.0M |
| Aureus Asset Management, LLC | 0.53% | Add +0.7% | 411,813 | $8.0M |
| Legal & General Group Plc | 0.00% | Reduce -22.0% | 398,116 | $7.7M |
| Canton Hathaway, LLC | 1.53% | Add +2.1% | 389,737 | $7.6M |
| Swedbank AB | 0.01% | Reduce -24.4% | 379,000 | $7.4M |
| Castleark Management LLC | 0.24% | Add +32.5% | 375,807 | $7.3M |
| Algert Global LLC | 0.11% | Add +16.3% | 366,520 | $7.1M |
| Driehaus Capital Management LLC | 0.05% | Reduce -57.0% | 366,041 | $7.1M |
| Group One Trading LLC | 0.23% | Reduce -26.2% | 358,834 | $7.0M |
| JPMorgan Chase & Co. | 0.00% | Add +11.0% | 380,182 | $6.9M |
| B. Metzler seel. Sohn & Co. AG | 0.06% | Add +52.3% | 353,300 | $6.9M |
| New York State Common Retirement Fund | 0.01% | Add +3.5% | 349,800 | $6.8M |
| Tritonpoint Wealth, LLC | 0.71% | Add +4.0% | 342,777 | $6.7M |
| TIG Advisors, LLC | 0.31% | New | 333,913 | $6.5M |
| Oppenheimer & Co. Inc. | 0.08% | Reduce -4.7% | 333,660 | $6.5M |
| Baader Bank Aktiengesellschaft | 0.63% | Add +43.5% | 330,000 | $6.4M |
| First Trust Advisors LP | 0.00% | Add +608.6% | 328,123 | $6.4M |
| WINTON GROUP Ltd | 0.22% | New | 325,145 | $6.3M |
| Nordwand Advisors, LLC | 1.10% | Add +6.5% | 324,500 | $6.3M |
| Samjo Management, LLC | 2.66% | Reduce -6.2% | 316,375 | $6.1M |
| Great Hill Capital LLC | 3.83% | Reduce -7.5% | 315,565 | $6.1M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +6.2% | 311,060 | $6.0M |
| Carnegie Investment Counsel | 0.12% | Add +38.6% | 309,644 | $6.0M |
| Scotia Capital Inc. | 0.02% | Reduce -0.5% | 307,762 | $6.0M |
| Stifel Financial Corp. | 0.01% | Add +109.3% | 304,212 | $5.9M |
| ARS Investment Partners, LLC | 0.29% | Add +6.9% | 287,656 | $5.6M |
| Treasurer of the State of North Carolina | 0.02% | Add +7.6% | 275,518 | $5.4M |
| Police & Firemen's Retirement System of New Jersey | 0.05% | Add +5.3% | 274,692 | $5.3M |
| NFJ Investment Group, LLC | 0.20% | No change | 272,029 | $5.3M |
| Janus Henderson Group PLC | 0.00% | Add +15.6% | 269,200 | $5.2M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Add +20.0% | 267,879 | $5.2M |
| Atika Capital Management LLC | 0.81% | Reduce -37.1% | 264,253 | $5.1M |
| Motley Fool Wealth Management, LLC | 0.57% | Reduce -25.9% | 257,718 | $5.0M |
| Settian Capital LP | 3.49% | No change | 256,578 | $5.0M |
| Ieq Capital, LLC | 0.02% | No change | 256,000 | $5.0M |
| Opal Capital LLC | 0.88% | Add +2185.2% | 255,846 | $5.0M |
| State of Wisconsin Investment Board | 0.01% | Add +8.2% | 255,069 | $5.0M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +2919.3% | 253,290 | $4.9M |
| Gainplan LLC | 3.68% | Add +25.6% | 252,549 | $4.9M |
| Seven Grand Managers, LLC | 0.32% | New | 250,000 | $4.9M |
| Costello Asset Management, INC | 1.67% | Add +6.7% | 248,955 | $4.8M |
| Bank of Hawaii | 0.25% | Add +5.9% | 246,105 | $4.8M |
| PensionDanmark Pensionsforsikringsaktieselskab | 0.05% | Reduce -3.2% | 245,814 | $4.8M |
| Summit Trail Advisors, LLC | 0.07% | Add +9.9% | 241,726 | $4.7M |
| Neo Ivy Capital Management | 1.23% | Add +5.7% | 239,320 | $4.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -4.3% | 232,624 | $4.5M |
| Truist Financial Corp. | 0.01% | Add +14.6% | 229,567 | $4.5M |
| XTX Topco Ltd | 0.08% | Add +438.3% | 228,640 | $4.4M |
| First Eagle Investment Management, LLC | 0.01% | Reduce -2.0% | 223,184 | $4.3M |
| Vanguard Global Advisers, LLC | 0.00% | — | 218,414 | $4.2M |
| Lewis Asset Management, LLC | 1.72% | Add +18.6% | 216,800 | $4.2M |
| Fiduciary Alliance LLC | 0.25% | Add +53.1% | 179,563 | $4.2M |
| Brevan Howard Capital Management LP | 0.04% | Reduce -20.6% | 211,850 | $4.1M |
| Man Group plc | 0.01% | Reduce -68.8% | 211,450 | $4.1M |
| State of New Jersey Common Pension Fund D | 0.02% | Add +0.3% | 208,862 | $4.1M |
| Graybill Wealth Management, LTD. | 1.22% | Add +3.7% | 206,112 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Add +14.6% | 194,087 | $3.8M |
| Handelsbanken Fonder AB | 0.01% | Add +12.2% | 191,500 | $3.7M |
| Public Employees Retirement System of Ohio | 0.01% | Add +1.9% | 187,322 | $3.6M |
| ExodusPoint Capital Management, LP | 0.04% | New | 185,937 | $3.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +127.8% | 183,007 | $3.6M |
| Strategic Wealth Partners, Ltd. | 0.24% | Reduce -1.0% | 176,029 | $3.4M |
| Bullseye Asset Management LLC | 1.97% | Add +56.3% | 175,000 | $3.4M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -84.0% | 167,973 | $3.3M |
| Arizona State Retirement System | 0.02% | Reduce -1.8% | 166,647 | $3.2M |
| Cibc World Market Inc. | 0.01% | Add +54.4% | 164,190 | $3.2M |
| IMC-Chicago, LLC | 0.05% | Add +216.2% | 160,893 | $3.1M |
| MML Investors Services, LLC | 0.01% | Add +20.7% | 156,921 | $3.0M |
| Vanguard Investments Australia, Ltd. | 0.01% | — | 153,806 | $3.0M |
| Meridian Wealth Management, LLC | 0.10% | Add +7.4% | 149,114 | $2.9M |
| Principal Financial Group Inc. | 0.00% | Add +779.2% | 147,163 | $2.9M |
| Jones Financial Companies LLLP | 0.00% | Add +382.7% | 147,460 | $2.8M |
| Teachers Retirement System of the State of Kentucky | 0.02% | New | 143,735 | $2.8M |
| Leonteq Securities AG | 0.17% | Add +473.9% | 143,730 | $2.8M |
| Agf Management Ltd. | 0.01% | Reduce -21.9% | 143,572 | $2.8M |
| Mission Creek Capital Partners, Inc. | 0.54% | Add +0.9% | 138,865 | $2.7M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -1.2% | 134,900 | $2.6M |
| Nicholas Investment Partners, LP | 0.21% | No change | 130,897 | $2.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +7.8% | 130,352 | $2.5M |
| Knuff & Co LLC | 0.75% | Add +3175.1% | 128,548 | $2.5M |
| Maridea Wealth Management LLC | 0.36% | Add +11.4% | 127,530 | $2.5M |
| Agman Capital LLC | 1.94% | No change | 125,311 | $2.4M |
| Barclays PLC | 0.00% | Add +67.8% | 125,268 | $2.4M |
| Moors & Cabot, Inc. | 0.10% | Add +252.9% | 123,480 | $2.4M |
| Carmel Capital Partners, LLC | 0.85% | Reduce -0.7% | 121,910 | $2.4M |
| Cherry Creek Investment Advisors, Inc. | 1.02% | Add +43.2% | 121,190 | $2.4M |
| Cetera Investment Advisers | 0.00% | Add +21.8% | 117,050 | $2.3M |
| Marshall Wace, LLP | 0.00% | New | 116,572 | $2.3M |
| Hudson Value Partners, LLC | 0.67% | Add +15.5% | 115,142 | $2.2M |
| Elevation Point Wealth Partners, LLC | 0.05% | New | 114,019 | $2.2M |
| Simplex Trading, LLC | 0.07% | Add +165.9% | 113,183 | $2.2M |
| Salem Investment Counselors Inc. | 0.06% | Add +18.8% | 112,260 | $2.2M |
| Schonfeld Strategic Advisors LLC | 0.02% | New | 111,138 | $2.2M |
| Kovack Advisors, Inc. | 0.11% | Reduce -13.9% | 109,625 | $2.1M |
| Moody National Bank Trust Division | 0.20% | Add +98.8% | 108,750 | $2.1M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +34.5% | 107,636 | $2.1M |
| Hohimer Wealth Management, LLC | 0.25% | Reduce -2.8% | 106,216 | $2.1M |
| Anfield Capital Management, LLC | 0.57% | No change | 106,200 | $2.1M |
| Griffin Asset Management, Inc. | 0.23% | New | 105,935 | $2.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +1.9% | 103,788 | $2.0M |
| Cladis Investment Advisory, LLC | 1.11% | Reduce -3.5% | 103,560 | $2.0M |
| Matauro, LLC | 0.29% | Reduce -10.1% | 102,899 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +0.4% | 102,112 | $2.0M |
| WCM Investment Management, LLC | 0.00% | New | 108,491 | $2.0M |
| K.J. Harrison & Partners Inc | 0.32% | No change | 100,000 | $1.9M |
| Whitaker-Myers Wealth Managers, LTD. | 0.39% | New | 99,865 | $1.9M |
| Renaissance Technologies | 0.00% | Reduce -93.3% | 98,800 | $1.9M |
| Lombard Odier Asset Management (USA) Corp | 1.42% | Reduce -4.6% | 97,052 | $1.9M |
| Creative Planning | 0.00% | Add +18.2% | 93,878 | $1.8M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -1.1% | 90,400 | $1.8M |
| Formuepleje A/S | 0.16% | New | 90,252 | $1.8M |
| SG Americas Securities, LLC | 0.00% | Add +891.4% | 88,109 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Add +32.6% | 85,993 | $1.7M |
| Raiffeisen Bank International AG | 0.02% | No change | 90,000 | $1.6M |
| Corrado Advisors, LLC | 0.84% | Add +0.6% | 83,239 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.01% | New | 82,924 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +64.3% | 83,963 | $1.6M |
| Wellington Shields & Co., LLC | 0.40% | No change | 81,770 | $1.6M |
| Carret Asset Management, LLC | 0.15% | Add +4.6% | 80,525 | $1.6M |
| Lagoda Investment Management, L.P. | 0.93% | New | 77,375 | $1.5M |
| Cwm, LLC | 0.00% | Add +2.0% | 76,878 | $1.5M |
| Voleon Capital Management LP | 0.03% | Reduce -78.8% | 76,649 | $1.5M |
| Synergy Asset Management, LLC | 0.16% | New | 76,120 | $1.5M |
| Empowered Funds, LLC | 0.01% | Add +11.5% | 75,537 | $1.5M |
| X-Square Capital, LLC | 0.49% | Add +4.8% | 75,278 | $1.5M |
| Millennium Management | 0.00% | Reduce -33.6% | 74,982 | $1.5M |
| Gotham Asset Management | 0.00% | New | 74,434 | $1.4M |
| Victory Capital Management Inc. | 0.00% | Add +2.3% | 73,709 | $1.4M |
| Brown Miller Wealth Management, LLC | 0.40% | Add +38.2% | 72,550 | $1.4M |
| Shay Capital LLC | 0.20% | Add +559.1% | 72,500 | $1.4M |
| Allstate Corp. | 0.01% | New | 70,389 | $1.4M |
| Benjamin Edwards Inc. | 0.01% | Add +4.1% | 69,885 | $1.4M |
| Venture Visionary Partners LLC | 0.05% | New | 69,625 | $1.4M |
| STRS Ohio | 0.01% | Add +1.1% | 69,393 | $1.3M |
| Blackstone Inc. | 0.01% | New | 68,864 | $1.3M |
| HRT Financial LP | 0.00% | New | 67,933 | $1.3M |
| Goodnow Investment Group, LLC | 0.14% | Reduce -1.5% | 67,610 | $1.3M |
| Rwa Wealth Partners, LLC | 0.01% | New | 67,324 | $1.3M |
| TD Waterhouse Canada Inc. | 0.00% | Add +637.2% | 62,790 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -64.2% | 60,290 | $1.2M |
| Intact Investment Management Inc. | 0.03% | Add +16.5% | 60,000 | $1.2M |
| Arkadios Wealth Advisors | 0.02% | Add +17.1% | 59,040 | $1.1M |
| Quantbot Technologies LP | 0.04% | New | 56,422 | $1.1M |
| Independent Financial Group, LLC | 0.02% | Add +0.8% | 55,025 | $1.1M |
| MFG Wealth Management, Inc. | 0.88% | New | 54,354 | $1.1M |
| Blair William & Co. | 0.00% | Reduce -26.9% | 53,309 | $1.0M |
| Monetta Financial Services Inc. | 0.80% | New | 53,000 | $1.0M |
| Colonial River Investments, LLC | 0.36% | Reduce -10.3% | 52,394 | $1.0M |
| Catalyst Funds Management Pty Ltd | 0.17% | No change | 52,370 | $1.0M |
| Horizon Advisory Services, Inc. | 0.52% | Add +86.9% | 52,321 | $1.0M |
| M&T Bank Corp | 0.00% | Add +133.5% | 51,234 | $996K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 50,893 | $988K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +67.9% | 50,791 | $986K |
| Stableford Capital II LLC | 0.36% | Reduce -0.5% | 50,586 | $982K |
| Composition Wealth, LLC | 0.01% | Add +205.6% | 50,525 | $981K |
| Mariner, LLC | 0.00% | Add +57.3% | 50,479 | $980K |
| Permanens Capital L.P. | 0.13% | Add +13.6% | 50,000 | $971K |
| Credit Agricole S A | 0.00% | No change | 48,553 | $943K |
| Xponance LLC | 0.01% | Add +53.9% | 48,170 | $935K |
| Sigma Planning Corp | 0.03% | Add +28.3% | 46,772 | $908K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -6.7% | 45,965 | $893K |
| Fifth Third Bancorp | 0.00% | Add +4315.6% | 45,878 | $891K |
| Sanctuary Advisors, LLC | 0.00% | Add +42.4% | 45,727 | $888K |
| Penn Capital Management Company, LLC | 0.07% | Add +26.5% | 44,678 | $885K |
| Baird Financial Group, Inc. | 0.00% | Reduce -8.9% | 45,100 | $876K |
| CFM Wealth Partners LLC | 0.13% | Add +20.0% | 45,059 | $875K |
| Merit Financial Group, LLC | 0.01% | Add +32.1% | 44,814 | $870K |
| DNB Asset Management AS | 0.00% | New | 43,333 | $842K |
| World Investment Advisors | 0.01% | Add +32.2% | 43,218 | $839K |
| Cornerstone Advisory, LLC | 0.08% | Add +17.2% | 41,502 | $806K |
| TD Private Client Wealth LLC | 0.02% | Add +48.7% | 41,265 | $801K |
| Marex Group Ltd | 0.01% | New | 40,594 | $788K |
| TT International Asset Management LTD | 0.09% | Add +276.0% | 40,371 | $784K |
| Wilmar Advisors LLC | 0.67% | No change | 40,000 | $777K |
| Edgewood Management LLC | 0.01% | No change | 40,000 | $777K |
| Philadelphia Investment Partners, LLC | 0.53% | — | 39,965 | $776K |
| Marnell Management LLC | 0.50% | New | 38,700 | $752K |
| Swiss Life Asset Management Ltd | 0.00% | Add +33.2% | 38,658 | $751K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -22.1% | 38,657 | $751K |
| D. E. Shaw & Co. | 0.00% | Reduce -18.9% | 37,340 | $725K |
| Evolve Private Wealth, LLC | 0.04% | New | 36,452 | $708K |
| PNC Financial Services Group, Inc. | 0.00% | Add +113.4% | 34,936 | $678K |
| Concentric Capital Strategies, LP | 0.06% | New | 34,673 | $673K |
| Prospera Financial Services Inc | 0.01% | Add +1.1% | 34,488 | $670K |
| Quantinno Capital Management LP | 0.00% | Add +142.9% | 34,210 | $664K |
| Utah Retirement Systems | 0.01% | Add +6.0% | 34,178 | $664K |
| Parsons Capital Management Inc. | 0.03% | Reduce -2.8% | 33,363 | $648K |
| Atria Investments, Inc | 0.01% | Add +19.9% | 33,141 | $644K |
| Sterneck Capital Management, LLC | 0.29% | Add +10.9% | 33,118 | $643K |
| Itau Unibanco Holding S.A. | 0.02% | Reduce -45.0% | 33,000 | $641K |
| Washburn Capital Management, Inc. | 0.37% | New | 32,945 | $640K |
| DV Trading LLC | 0.06% | Reduce -2.7% | 32,900 | $639K |
| Maryland State Retirement & Pension System | 0.01% | Add +9.1% | 32,286 | $627K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 32,255 | $626K |
| Ethic Inc. | 0.01% | Add +15.3% | 31,630 | $614K |
| Levin Capital Strategies, L.P. | 0.05% | Add +99.7% | 31,450 | $611K |
| Moneco Advisors, LLC | 0.05% | Add +6.0% | 31,287 | $608K |
| Amalgamated Bank | 0.00% | Reduce -3.9% | 31,251 | $607K |
| Clear Wave Wealth Management LLC | 0.15% | — | 29,397 | $571K |
| Chicago Partners Investment Group LLC | 0.01% | Add +55.0% | 27,190 | $570K |
| Triangle Securities Wealth Management | 0.13% | Add +12.3% | 29,315 | $569K |
| Quest Investment Management LLC | 0.07% | Reduce -10.6% | 29,314 | $569K |
| Hilltop Holdings Inc. | 0.05% | Add +38.7% | 28,964 | $562K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -6.6% | 28,798 | $559K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +15.9% | 28,743 | $558K |
| Cruiser Capital Advisors, LLC | 0.21% | No change | 10,000 | $550K |
| Commonwealth Equity Services, LLC | 0.00% | Add +31.7% | 27,829 | $540K |
| Simon Quick Advisors, LLC | 0.02% | Reduce -1.1% | 27,311 | $530K |
| Prudential Financial Inc. | 0.00% | Reduce -6.3% | 27,255 | $529K |
| Claro Advisors Inc. | 0.06% | Reduce -38.1% | 26,909 | $523K |
| Advyzon Investment Management, LLC | 0.05% | Reduce -16.5% | 26,811 | $521K |
| HighVista Strategies LLC | 0.14% | Reduce -55.2% | 26,320 | $511K |
| Diversify Wealth Management, LLC | 0.01% | Add +66.0% | 25,909 | $508K |
| Lee Johnson Capital Management, LLC | 0.18% | New | 25,576 | $497K |
| Mount Lucas Management LP | 0.18% | New | 25,478 | $495K |
| Odyssean, LLC | 0.18% | No change | 25,327 | $492K |
| Elequin Capital, LP | 0.15% | Add +10892.2% | 25,282 | $491K |
| Triasima Portfolio Management inc. | 0.07% | No change | 25,160 | $489K |
| Moore Capital Management, LP | 0.02% | New | 25,000 | $486K |
| Willis Investment Counsel | 0.03% | Add +24.9% | 24,980 | $485K |
| US Bancorp \de | 0.00% | Add +6.1% | 23,896 | $464K |
| Cardinal Point Capital Management ULC | 0.03% | Add +72.5% | 23,580 | $458K |
| Kestra Advisory Services, LLC | 0.00% | Add +32.7% | 23,576 | $458K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Reduce -60.3% | 23,350 | $453K |
| Altfest L J & Co. Inc. | 0.05% | New | 23,251 | $452K |
| Vericrest Private Wealth | 0.40% | No change | 23,165 | $450K |
| Aprio Wealth Management, LLC | 0.02% | Add +24.1% | 22,946 | $446K |
| Novare Capital Management LLC | 0.04% | Reduce -2.0% | 22,877 | $444K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +22.4% | 22,768 | $442K |
| Verdence Capital Advisors LLC | 0.03% | Add +1.9% | 22,673 | $440K |
| IHT Wealth Management, LLC | 0.01% | Reduce -18.8% | 22,505 | $437K |
| Barton Investment Management | 0.05% | New | 22,305 | $433K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 22,105 | $429K |
| Natixis | 0.00% | Add +3449.7% | 21,795 | $423K |
| Sterling Capital Management LLC | 0.01% | Reduce -40.1% | 21,699 | $421K |
| CIBC Asset Management Inc | 0.00% | No change | 21,662 | $421K |
| Commerce Bank | 0.00% | New | 21,578 | $419K |
| Navellier & Associates Inc. | 0.04% | Reduce -1.2% | 21,518 | $418K |
| Ameritas Advisory Services, LLC | 0.02% | Add +35.1% | 21,404 | $416K |
| Walter & Keenan Wealth Management LLC /in/ | 0.12% | Add +13.1% | 21,395 | $415K |
| Retirement Planning Co of New England, Inc. | 0.17% | Add +7.2% | 21,288 | $413K |
| Bank of Montreal | 0.00% | Add +101.3% | 21,149 | $411K |
| Pathstone Holdings, LLC | 0.00% | Add +25.3% | 20,968 | $407K |
| TrueWealth Advisors, LLC | 0.10% | New | 20,343 | $395K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 20,000 | $388K |
| Keebeck Wealth Management | 0.04% | No change | 19,788 | $384K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -10.4% | 19,769 | $384K |
| Ingalls & Snyder LLC | 0.01% | Add +59.9% | 19,454 | $378K |
| KBC Group NV | 0.00% | Add +9.0% | 19,182 | $373K |
| FDx Advisors, Inc. | 0.12% | New | 19,013 | $369K |
| Sheets Smith Wealth Management | 0.04% | No change | 18,730 | $364K |
| Praxis Investment Management Inc. | 0.02% | Reduce -54.8% | 18,653 | $362K |
| Apollon Wealth Management, LLC | 0.01% | New | 18,243 | $354K |
| Goldstein Advisors, LLC | 0.04% | Add +33.7% | 18,082 | $351K |
| Wealth Preservation Advisors, LLC | 0.29% | Add +98.7% | 17,954 | $349K |
| North Dakota State Investment Board | 0.01% | Reduce -16.0% | 17,858 | $347K |
| Clearstead Advisors, LLC | 0.00% | Reduce -0.2% | 17,814 | $346K |
| Bank of Nova Scotia | 0.00% | Reduce -29.3% | 17,586 | $342K |
| Caitong International Asset Management Co., Ltd | 0.06% | Add +5981.2% | 16,845 | $327K |
| Tilia Fiduciary Partners, Inc. | 0.17% | Reduce -2.3% | 16,237 | $315K |
| AlphaGrep UK Ltd | 0.09% | New | 16,002 | $311K |
| Red Door Wealth Management, LLC | 0.03% | Add +3.9% | 15,982 | $310K |
| Tenon Financial LLC | 0.12% | No change | 15,930 | $309K |
| QRG Capital Management, Inc. | 0.00% | Add +43.9% | 15,673 | $304K |
| Snowden Capital Advisors LLC | 0.01% | Add +4.3% | 15,568 | $302K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +8.2% | 15,309 | $297K |
| TritonPoint Partners, LLC | 0.11% | New | 15,079 | $293K |
| Laidlaw Wealth Management LLC | 1.01% | New | 15,005 | $291K |
| One68 Global Capital, LLC | 0.94% | Add +36.4% | 15,000 | $291K |
| Redwood Family Wealth LLC | 0.29% | Reduce -1.3% | 15,000 | $291K |
| Boothbay Fund Management, LLC | 0.01% | New | 15,000 | $291K |
| M Holdings Securities, Inc. | 0.02% | No change | 15,000 | $291K |
| Cresset Asset Management, LLC | 0.00% | Add +3.6% | 14,536 | $282K |
| Diversified Enterprises, LLC | 0.02% | Add +27.1% | 14,532 | $282K |
| Wealth Effects LLC | 0.10% | Reduce -2.5% | 14,500 | $282K |
| Tran Capital Management, L.P. | 0.04% | Add +1.1% | 14,434 | $280K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.6% | 14,390 | $279K |
| VestGen Advisors, LLC | 0.01% | New | 15,716 | $279K |
| Deltec Asset Management LLC | 0.05% | Reduce -72.6% | 14,310 | $278K |
| Alamea Verwaltungs GmbH | 0.20% | Add +1.6% | 14,177 | $275K |
| Elevatus Welath Management | 0.14% | New | 14,031 | $272K |
| First Bank & Trust | 0.04% | Reduce -6.3% | 14,021 | $272K |
| CenterBook Partners LP | 0.01% | New | 13,867 | $269K |
| Oak Ridge Investments LLC | 0.02% | Reduce -0.0% | 13,615 | $264K |
| Armistice Capital, LLC | 0.01% | New | 13,544 | $263K |
| Castle Rock Wealth Management, LLC | 0.06% | Reduce -0.6% | 13,772 | $262K |
| Embree Financial Group | 0.03% | New | 13,451 | $261K |
| Advisory Services Network, LLC | 0.00% | New | 13,376 | $260K |
| HB Wealth Management, LLC | 0.00% | Add +2.3% | 13,339 | $259K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 13,318 | $259K |
| Wexford Capital LP | 0.04% | New | 13,100 | $254K |
| ELCO Management Co., LLC | 0.12% | Reduce -5.8% | 13,021 | $253K |
| Plancorp, LLC | 0.01% | Reduce -0.9% | 11,526 | $253K |
| Jump Financial, LLC | 0.00% | Reduce -61.0% | 12,987 | $252K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 12,968 | $252K |
| Beese Fulmer Investment Management, Inc. | 0.02% | New | 12,967 | $252K |
| Stephens Inc. | 0.00% | New | 12,964 | $252K |
| Family Manage LLC | 0.03% | Add +20.4% | 12,951 | $252K |
| Brown Advisory Inc. | 0.00% | New | 12,800 | $249K |
| Finivi Inc. | 0.13% | New | 12,522 | $243K |
| Provident Wealth Management, LLC | 0.07% | No change | 12,461 | $242K |
| Nicholas Wealth, LLC. | 0.17% | Add +10.2% | 12,363 | $240K |
| Eurizon Capital SGR S.p.A. | 0.00% | Reduce -14.8% | 12,606 | $237K |
| Caption Management, LLC | 0.01% | New | 12,200 | $237K |
| Private Advisor Group, LLC | 0.00% | Reduce -30.3% | 12,169 | $236K |
| AlphaCore Capital LLC | 0.01% | New | 12,163 | $236K |
| Montag A & Associates Inc. | 0.01% | No change | 12,000 | $233K |
| Bleakley Financial Group, LLC | 0.00% | New | 11,930 | $232K |
| Vident Advisory, LLC | 0.00% | New | 11,849 | $230K |
| Walleye Capital LLC | 0.00% | Reduce -89.3% | 11,836 | $230K |
| 49 Wealth Management, LLC | 0.02% | New | 11,787 | $229K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +0.9% | 11,731 | $228K |
| Adamsbrown Wealth Consultants LLC | 0.06% | Add +9.7% | 11,657 | $226K |
| E&G Advisors, LLC | 0.05% | Add +12.8% | 11,450 | $222K |
| Maple Capital Management, Inc. | 0.01% | Reduce -4.5% | 11,445 | $222K |
| Savvy Advisors, Inc. | 0.01% | New | 11,299 | $219K |
| Huntington National Bank | 0.00% | No change | 11,000 | $214K |
| Avity Investment Management Inc. | 0.02% | Reduce -2.9% | 10,928 | $212K |
| Mindset Wealth Management, LLC | 0.06% | Reduce -13.9% | 10,900 | $212K |
| Legacy Wealth Asset Management, LLC | 0.05% | Add +0.0% | 10,813 | $210K |
| National Bank of Canada | 0.00% | Add +4602.2% | 10,768 | $209K |
| Polen Capital Management LLC | 0.00% | New | 10,692 | $208K |
| Omnitrust Wealth Management, Inc | 0.27% | Add +4.5% | 10,653 | $207K |
| Loomis Sayles & Co. L P | 0.00% | Add +27.1% | 10,552 | $205K |
| MetLife Investment Management, LLC | 0.00% | Add +5.5% | 10,550 | $205K |
| Osbon Capital Management LLC | 0.17% | No change | 10,429 | $203K |
| DRW Securities, LLC | 0.01% | New | 10,241 | $199K |
| Mystic Asset Management, Inc. | 0.05% | New | 10,150 | $197K |
| First Horizon Corp. | 0.01% | Add +14.3% | 10,119 | $197K |
| Intrust Bank NA | 0.02% | New | 10,057 | $195K |
| Centiva Capital, LP | 0.01% | Reduce -38.1% | 10,000 | $194K |
| GeoWealth Management, LLC | 0.01% | Add +5.7% | 9,956 | $193K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -11.8% | 9,731 | $188K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -42.5% | 9,367 | $182K |
| Corient Private Wealth LP | 0.00% | New | 13,985 | $168K |
| Bokf, NA | 0.00% | No change | 8,264 | $160K |
| WPG Advisers, LLC | 0.10% | Add +18.5% | 7,294 | $142K |
| Sunbelt Securities, Inc. | 0.01% | No change | 6,300 | $122K |
| Banque Cantonale Vaudoise | 0.00% | New | 6,215 | $121K |
| Parallel Advisors, LLC | 0.00% | Reduce -9.6% | 5,978 | $116K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 5,938 | $115K |
| Archer Investment Corp | 0.02% | Add +10.0% | 5,500 | $107K |
| Ascentis Independent Advisors | 0.01% | New | 5,245 | $102K |
| MAI Capital Management | 0.00% | Add +6.3% | 5,012 | $97K |
| Nvwm, LLC | 0.02% | No change | 5,000 | $97K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 4,400 | $85K |
| Osterweis Capital Management Inc. | 0.01% | No change | 4,245 | $82K |
| Burk Holdings LLC | 0.03% | New | 14,758 | $79K |
| AlphaCentric Advisors LLC | 0.08% | New | 4,022 | $78K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | No change | 3,750 | $73K |
| Larson Financial Group LLC | 0.00% | Add +503.8% | 3,629 | $70K |
| GAMMA Investing LLC | 0.00% | Add +20.4% | 3,568 | $69K |
| GW&K Investment Management, LLC | 0.00% | Add +12.6% | 3,244 | $63K |
| Rossby Financial, LCC | 0.01% | Add +271.2% | 3,033 | $59K |
| Toronto Dominion Bank | 0.00% | No change | 3,000 | $58K |
| Los Angeles Capital Management LLC | 0.00% | No change | 2,825 | $55K |
| Allworth Financial LP | 0.00% | Add +6.0% | 2,734 | $53K |
| Whipplewood Advisors, LLC | 0.03% | Add +12604.8% | 2,668 | $52K |
| MCF Advisors LLC | 0.00% | Add +614.9% | 2,502 | $49K |
| SJS Investment Consulting Inc. | 0.01% | Add +24.6% | 2,271 | $44K |
| NFSG Corp | 0.01% | Add +39.6% | 2,198 | $43K |
| NewEdge Advisors, LLC | 0.00% | Add +18.1% | 1,985 | $39K |
| Opal Wealth Advisors, LLC | 0.01% | New | 1,911 | $37K |
| Exchange Traded Concepts, LLC | 0.00% | New | 1,864 | $36K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -67.0% | 1,729 | $34K |
| LRI Investments, LLC | 0.00% | Add +15.3% | 1,709 | $33K |
| Pflug Koory, LLC | 0.02% | Add +13.3% | 1,700 | $33K |
| Private Trust Co. NA | 0.00% | Add +295.3% | 1,684 | $33K |
| Capital Analysts, LLC | 0.00% | New | 1,639 | $32K |
| Ancora Advisors LLC | 0.00% | Add +192.0% | 1,568 | $30K |
| Root Financial Partners, LLC | 0.00% | Add +73350.0% | 1,469 | $29K |
| Grove Bank & Trust | 0.00% | Add +26.7% | 1,391 | $27K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 1,315 | $26K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 1,200 | $23K |
| American Capital Advisory, LLC | 0.01% | Reduce -0.1% | 1,170 | $23K |
| Elkhorn Partners Limited Partnership | 0.01% | New | 1,100 | $21K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | New | 1,096 | $21K |
| MTM Investment Management, LLC | 0.01% | Add +98.2% | 1,090 | $21K |
| Signaturefd, LLC | 0.00% | No change | 1,089 | $21K |
| Bogart Wealth, LLC | 0.00% | Add +12.8% | 1,074 | $21K |
| SRH Advisors, LLC | 0.01% | New | 1,025 | $20K |
| Blue Trust, Inc. | 0.00% | Reduce -19.7% | 911 | $18K |
| CX Institutional | 0.00% | New | 772 | $15K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 700 | $14K |
| Arax Advisory Partners | 0.00% | Reduce -7.3% | 1,214 | $14K |
| Hickory Point Bank & Trust | 0.01% | New | 700 | $14K |
| Hartford Financial Management Inc. | 0.00% | No change | 700 | $14K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -53.9% | 700 | $14K |
| Atlantic Union Bankshares Corp | 0.00% | New | 680 | $13K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 642 | $12K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 608 | $12K |
| Dogwood Wealth Management LLC | 0.01% | No change | 600 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +126.3% | 577 | $11K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +30.2% | 530 | $10K |
| CNB Bank | 0.00% | No change | 500 | $10K |
| Danske Bank A/S | 0.00% | Reduce -90.7% | 500 | $10K |
| Tripletail Wealth Management, LLC | 0.01% | New | 500 | $10K |
| Nemes Rush Group LLC | 0.00% | No change | 475 | $9K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 454 | $9K |
| Versant Capital Management, Inc | 0.00% | Add +54.1% | 436 | $8K |
| Covestor Ltd | 0.00% | Reduce -45.1% | 339 | $7K |
| Assetmark, Inc. | 0.00% | Add +81.6% | 356 | $7K |
| Mather Group, Llc. | 0.00% | New | 325 | $6K |
| Rachor Investment Advisory Services, LLC | 0.00% | Reduce -12.2% | 316 | $6K |
| Meeder Asset Management Inc. | 0.00% | Reduce -19.8% | 267 | $5K |
| Quadrant Capital Group LLC | 0.00% | No change | 266 | $5K |
| Private Wealth Management Group, LLC | 0.00% | Add +130.6% | 256 | $5K |
| First Command Advisory Services, Inc. | 0.00% | No change | 253 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Add +10.1% | 251 | $5K |
| Crewe Advisors LLC | 0.00% | No change | 250 | $5K |
| International Assets Investment Management, LLC | 0.00% | Reduce -99.3% | 250 | $5K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +42.8% | 247 | $5K |
| Kemnay Advisory Services Inc. | 0.00% | New | 243 | $5K |
| Tortoise Investment Management, LLC | 0.00% | New | 237 | $5K |
| IFP Advisors, Inc | 0.00% | Add +103.8% | 216 | $4K |
| Heritage Wealth Advisors | 0.00% | No change | 200 | $4K |
| Geneos Wealth Management Inc. | 0.00% | No change | 186 | $4K |
| Zions Bancorporation, National Association | 0.00% | New | 184 | $4K |
| Parkside Financial Bank & Trust | 0.00% | Add +19.2% | 155 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +70.1% | 131 | $3K |
| Winch Advisory Services, LLC | 0.00% | New | 127 | $2K |
| Cromwell Holdings LLC | 0.00% | Add +35.2% | 123 | $2K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -96.3% | 114 | $2K |
| FNY Investment Advisers, LLC | 0.00% | Reduce -58.8% | 140 | $2K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 93 | $2K |
| Torren Management, LLC | 0.00% | No change | 91 | $2K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 87 | $2K |
| UMB Bank, n.a. | 0.00% | Add +61.5% | 84 | $2K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 82 | $2K |
| Golden State Wealth Management, LLC | 0.00% | No change | 80 | $2K |
| Retirement Wealth Solutions LLC | 0.00% | Add +5.3% | 79 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -27.4% | 77 | $1K |
| NBT Bank, N.A. | 0.00% | New | 75 | $1K |
| IMA Advisory Services, Inc. | 0.00% | New | 57 | $1K |
| CENTRAL TRUST Co | 0.00% | New | 53 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +23.8% | 52 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +2.2% | 47 | $1K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 50 | $971 |
| Sound Income Strategies, LLC | 0.00% | No change | 50 | $965 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -90.4% | 50 | $910 |
| Washington Trust Advisors, Inc. | 0.00% | Reduce -55.3% | 46 | $885 |
| True Wealth Design, LLC | 0.00% | No change | 40 | $777 |
| Cornerstone Financial Management LLC | 0.00% | No change | 36 | $699 |
| Manchester Capital Management LLC | 0.00% | No change | 35 | $680 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 30 | $583 |
| CVA Family Office, LLC | 0.00% | No change | 30 | $583 |
| Marquette Asset Management, LLC | 0.00% | Reduce -49.0% | 26 | $505 |
| Financial Consulate, Inc. | 0.00% | New | 26 | $505 |
| Transamerica Financial Advisors, LLC | 0.00% | Add +271.4% | 26 | $504 |
| Principia Wealth Advisory, LLC | 0.00% | Add +2300.0% | 24 | $466 |
| Optiver Holding B.V. | 0.00% | Reduce -77.4% | 21 | $408 |
| Signature Equity Partners, LLC | 0.00% | No change | 14 | $272 |
| Hughes Financial Services, LLC | 0.00% | New | 13 | $252 |
| Dunhill Financial, LLC | 0.00% | Reduce -8.3% | 11 | $231 |
| Berkshire Capital Holdings Inc. | 0.00% | No change | 10 | $194 |
| Essential Partners LLC | 0.00% | No change | 10 | $194 |
| Salomon & Ludwin, LLC | 0.00% | No change | 6 | $114 |
| Morse Asset Management, Inc | 0.00% | New | 5 | $97 |
| TFC Financial Management, Inc. | 0.00% | No change | 3 | $59 |
| Harbour Investments, Inc. | 0.00% | New | 3 | $58 |
| Quaker Wealth Management, LLC | 0.00% | No change | 2 | $39 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1 | $20 |
"% of holder's portfolio" is QXO's weight in each manager's 13F, not the share of Qxo Inc. the manager owns.