QxoQXO

13F holders, Q2 2026 (June 30)
644holders +62
141new positions
80sold out
5famous investors
$17.30avg. 13F price*

At the end of Q2 2026, 644 institutions reported holding Qxo Inc. (QXO) in their 13F filings, up 62 from Q1 2026. 141 opened new positions and 80 sold out. The largest holders were Morgan Stanley ($1.5B), Orbis Allan Gray Ltd ($1.3B) and Invesco Ltd. ($831.3M). 5 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Qxo Inc.
CUSIP
82846H405
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q2 2024: 19Q2 2024Q3 2024: 130Q3 2024Q4 2024: 181Q4 2024Q1 2025: 222Q1 2025Q2 2025: 357Q2 2025Q3 2025: 475Q3 2025Q4 2025: 528Q4 2025Q1 2026: 582Q1 2026Q2 2026: 644Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions141$386.1M
Exits80$105.1M

All 13F filers, Q1 2026 → Q2 2026: 215,511,507 shares bought and 33,347,868 shares sold, net +182,163,639 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 644 holders

Morgan Stanley 0.08% Add +15.9% 86,495,549 $1.5B
Orbis Allan Gray Ltd 4.40% No change 73,951,325 $1.3B
Invesco Ltd. 0.07% Add +26.2% 48,108,252 $831.3M
Baillie Gifford & Co. 0.75% Add +251.3% 47,867,886 $827.2M
BlackRock, Inc. 0.01% Add +84.0% 46,536,649 $804.2M
Affinity Partners GP LP 100.00% Add +0.0% 32,698,176 $565.0M
UBS Group AG 0.08% Add +98.3% 30,180,372 $521.5M
Vanguard Capital Management LLC 0.01% Add +5.1% 29,686,910 $513.0M
Fred Alger Management, LLC 1.58% Add +22.1% 27,362,195 $472.8M
Vanguard Portfolio Management LLC 0.02% Add +5.5% 27,069,727 $467.8M
Alpha Wave Global, LP 6.75% No change 24,390,244 $421.5M
MFN Partners Management, LP 8.38% No change 23,454,350 $405.3M
Finepoint Capital LP 67.92% Add +30.7% 18,113,850 $313.0M
HRTG Gpe, LLC 9.28% No change 13,319,457 $230.2M
Maniro Ltd 46.71% Add +10.1% 12,047,619 $208.2M
Consulta Ltd 7.48% Add +9.1% 12,000,000 $207.4M
Norges Bank 0.02% — 11,613,483 $200.7M
MTCO Ltd. 69.69% No change 10,940,919 $189.1M
State Street Corp. 0.01% Add +5.6% 10,770,362 $186.1M
Geode Capital Management, LLC 0.01% Reduce -1.1% 9,297,544 $165.7M
Blue Investment Opportunities, LLC - Project Breeze Series 1 100.00% No change 8,073,038 $139.5M
Balyasny Asset Management L.P. 0.25% Add +4521.2% 7,762,412 $134.1M
Millennium Management 0.09% Add +9621.9% 7,289,644 $126.0M
Patient Capital Management, LLC 4.10% Add +5.3% 7,136,669 $123.3M
Schonfeld Strategic Advisors LLC 0.64% Add +6131.5% 6,925,608 $119.7M
HRT Financial LP 0.21% Add +9682.4% 6,645,496 $114.8M
FIL Ltd 0.08% Add +488.4% 6,557,218 $113.3M
Bank of America Corp. 0.01% Add +57.5% 5,934,004 $102.5M
Impax Asset Management Group plc 0.66% Add +24.4% 5,861,003 $101.3M
Softbank Group Corp. 0.52% No change 5,470,459 $94.5M
Sound Shore Management Inc 2.77% Add +32.3% 5,198,401 $89.8M
Hood River Capital Management LLC 0.62% Reduce -39.3% 4,938,602 $85.3M
First Manhattan Co. Llc. 0.21% Add +196.1% 4,868,271 $84.1M
Blue Whale Capital LLP 2.64% Add +161.1% 4,814,003 $83.2M
Gilder Gagnon Howe & Co. LLC 0.85% Reduce -20.0% 4,788,440 $82.7M
Goldman Sachs Group Inc. 0.01% Add +122.3% 4,740,663 $81.9M
Forest Avenue Capital Management LP 3.33% Reduce -0.8% 4,585,678 $79.2M
Fort Washington Investment Advisors Inc. 0.39% Add +514.1% 4,530,690 $78.3M
Madrone Advisors, LLC 5.22% No change 4,215,198 $72.8M
Liberty Mutual Group Asset Management Inc. 6.16% No change 4,082,787 $70.6M
Select Equity Group, L.P. 0.35% Add +48.6% 3,860,354 $66.7M
T. Rowe Price Investment Management, Inc. 0.04% Reduce -41.3% 3,837,008 $66.3M
Spyglass Capital Management LLC 3.41% New 3,643,593 $63.0M
Vanguard Fiduciary Trust Co. 0.01% Add +8.1% 3,573,065 $61.7M
Susquehanna International Group, LLP 0.05% Add +307.6% 3,529,048 $61.0M
Charles Schwab Investment Management Inc. 0.01% Add +9.1% 3,437,155 $59.4M
Federated Hermes, Inc. 0.08% No change 3,307,600 $57.2M
Massachusetts Financial Services Co. 0.02% Reduce -19.5% 2,762,498 $50.0M
Citadel Advisors 0.03% Add +66.7% 2,890,072 $49.9M
Royal London Asset Management Ltd. 0.09% Add +108.6% 2,884,768 $49.8M
ExodusPoint Capital Management, LP 0.45% Add +1412.2% 2,811,792 $48.6M
Sei Investments Co. 0.04% Add +6.4% 2,703,071 $46.7M
CI Investments Inc. 0.15% Add +3.9% 2,699,404 $46.6M
Bank of New York Mellon Corp 0.01% Add +49.9% 2,599,473 $44.9M
Northern Trust Corp. 0.01% Reduce -10.9% 2,595,360 $44.8M
Lionstone Capital Management LLC 10.16% Add +9.7% 2,558,740 $44.2M
Franklin Resources Inc. 0.01% Reduce -0.0% 2,550,883 $44.1M
Epoch Investment Partners, Inc. 0.23% Add +13.7% 2,383,598 $41.2M
Daiwa Securities Group Inc. 0.09% New 2,364,107 $40.9M
Granahan Investment Management, LLC 1.43% Add +54.2% 2,327,662 $40.2M
LPL Financial LLC 0.01% Add +50.9% 2,266,165 $39.2M
Voya Investment Management LLC 0.04% Add +11.9% 2,120,427 $36.6M
Paralel Advisors LLC 1.37% Add +36.7% 2,050,000 $35.4M
Weiss Asset Management LP 0.59% New 1,999,356 $34.5M
Raymond James Financial Inc. 0.01% Add +49.6% 1,968,126 $34.0M
Wells Fargo & Company 0.01% Add +12.4% 1,929,777 $33.3M
Woodson Capital Management, LP 5.50% Add +33.8% 1,900,000 $32.8M
Jane Street Group, LLC 0.02% New 1,756,788 $30.4M
Virtu Financial LLC 0.95% New 1,734,964 $30.0M
Royal Bank of Canada 0.00% Add +16.7% 1,668,735 $28.8M
Allspring Global Investments Holdings, LLC 0.04% Reduce -17.1% 1,683,659 $27.8M
Fishman Jay A Ltd. 2.17% Add +29.8% 1,578,235 $27.3M
Mitsubishi UFJ Trust & Banking Corp 0.06% Add +69.3% 1,537,615 $26.6M
Gotham Asset Management 0.06% Add +1874.7% 1,469,844 $25.4M
Braun Stacey Associates Inc. 0.72% Add +9.7% 1,466,333 $25.3M
TD Asset Management Inc 0.02% Add +8.7% 1,458,229 $25.2M
American Century Companies Inc. 0.01% Reduce -4.6% 1,392,562 $24.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +3.1% 1,365,455 $23.6M
Envestnet Asset Management Inc. 0.01% Add +27.0% 1,331,143 $23.0M
Moore Capital Management, LP 0.53% Add +5057.2% 1,289,310 $22.3M
Discovery Capital Management, LLC / CT 0.89% Reduce -9.7% 1,242,390 $21.5M
FMR LLC 0.00% Reduce -73.8% 1,205,494 $20.8M
Swiss National Bank 0.01% Reduce -0.1% 1,200,100 $20.7M
Catawba River Capital 9.17% Add +3.9% 1,185,778 $20.5M
Barrier Capital Management, LLC 14.70% Reduce -6.5% 1,163,627 $20.1M
Nuveen, LLC 0.00% Reduce -0.3% 1,161,380 $20.1M
Tsai Capital Corp 14.73% Reduce -11.4% 1,153,806 $19.9M
Taikang Asset Management (Hong Kong) Co Ltd 1.69% Add +19.1% 1,076,332 $18.6M
OMERS ADMINISTRATION Corp 0.11% Add +40.3% 1,047,169 $18.1M
Pictet Asset Management Holding SA 0.02% Reduce -2.2% 1,016,749 $17.6M
Frontier Capital Management Co. LLC 0.16% Add +18.4% 1,010,674 $17.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +6.9% 1,008,737 $17.4M
Ghisallo Capital Management LLC 0.42% No change 1,000,000 $17.3M
Deutsche Bank AG 0.00% Add +1.6% 975,580 $16.9M
Amundi 0.00% Reduce -23.8% 963,622 $16.7M
First Trust Advisors LP 0.01% Add +182.7% 927,545 $16.0M
SummitTX Capital, L.P. 0.42% New 926,652 $16.0M
Neuberger Berman Group LLC 0.01% Add +2.1% 923,622 $16.0M
USS Investment Management Ltd 0.06% New 915,022 $15.9M
Lombard Odier Asset Management (Europe) Ltd 1.17% Add +24.1% 910,812 $15.7M
Wellington Shields Capital Management, LLC 2.00% Add +36.3% 910,228 $15.7M
VANGUARD ASSET MANAGEMENT, Ltd 0.01% Add +61.9% 902,977 $15.6M
T. Rowe Price Associates Inc. 0.00% Reduce -82.5% 900,134 $15.6M
Jackson Hill Advisors, LLC 7.74% Reduce -6.1% 884,000 $15.3M
Russell Investments Group, Ltd. 0.01% Add +25.2% 861,903 $14.9M
HighTower Advisors, LLC 0.01% Add +48.2% 837,902 $14.5M
Spruce House Investment Management LLC 0.41% No change 813,009 $14.0M
Pennant Select, LLC 6.10% No change 795,000 $13.7M
Mediolanum International Funds Ltd 0.12% Add +24.3% 765,344 $13.6M
Northwest & Ethical Investments L.P. 0.31% Add +25.8% 764,707 $13.2M
California State Teachers Retirement System 0.01% Add +6.8% 752,063 $13.0M
California Public Employees Retirement System 0.01% Reduce -6.1% 747,654 $12.9M
JPMorgan Chase & Co. 0.00% Add +77.1% 673,286 $12.8M
Captrust Financial Advisors 0.02% Add +16.1% 714,769 $12.4M
Advisors Capital Management, LLC 0.13% Add +3.2% 713,559 $12.3M
XTX Topco Ltd 0.16% Add +209.9% 708,639 $12.2M
GW Henssler & Associates Ltd. 0.54% Add +9.1% 699,588 $12.1M
Investment House LLC 0.52% Reduce -22.2% 666,405 $11.5M
First Eagle Investment Management, LLC 0.02% Add +197.0% 662,894 $11.5M
Appleton Partners Inc. 0.69% Add +0.3% 651,107 $11.3M
Toronto Dominion Bank 0.02% Add +20519.1% 618,574 $10.7M
Capstone Investment Advisors, LLC 0.09% New 600,000 $10.4M
Mar Vista Investment Partners LLC 1.03% Add +25.8% 599,330 $10.4M
Zweig-DiMenna Associates LLC 0.94% Add +2.8% 598,900 $10.3M
Steward Partners Investment Advisory, LLC 0.05% Add +85.0% 575,584 $9.9M
Group One Trading LLC 0.27% Add +51.2% 542,503 $9.4M
Zimmer Partners, LP 0.22% Reduce -66.3% 529,980 $9.2M
Jump Financial, LLC 0.09% Add +3925.0% 522,726 $9.0M
Great Hill Capital LLC 4.35% Add +65.1% 520,878 $9.0M
Oppenheimer & Co. Inc. 0.10% Add +56.0% 520,368 $9.0M
Agman Capital LLC 5.55% Reduce -66.1% 42,434 $8.8M
Tower Research Capital LLC (TRC) 0.21% Add +3211.9% 507,024 $8.8M
Swedbank AB 0.01% Add +33.8% 507,000 $8.8M
Rhumbline Advisers 0.01% Reduce -6.5% 504,812 $8.7M
SG Americas Securities, LLC 0.01% Add +465.1% 497,896 $8.6M
Pennant Investors, LP 2.54% No change 492,000 $8.5M
Archon Partners LLC 0.90% Reduce -5.8% 490,000 $8.5M
Cercano Management LLC 1.11% Reduce -90.0% 482,875 $8.3M
TritonPoint Partners, LLC 0.69% Add +3102.2% 482,859 $8.3M
Tritonpoint Wealth, LLC 0.82% Add +40.5% 481,568 $8.3M
Clearbridge Investments, LLC 0.01% Reduce -2.3% 480,173 $8.3M
Osaic Holdings, Inc. 0.01% Add +146.9% 479,296 $8.3M
Galvin, Gaustad & Stein, LLC 0.62% New 477,629 $8.3M
Holocene Advisors, LP 0.02% New 469,770 $8.1M
AQR Capital Management 0.00% Reduce -9.4% 467,279 $8.1M
State Board of Administration of Florida Retirement System 0.01% Reduce -1.8% 463,997 $8.0M
Bradley Foster & Sargent Inc. 0.11% New 453,923 $7.8M
Legal & General Group Plc 0.00% Add +8.2% 430,738 $7.4M
Bluefin Capital Management, LLC 2.11% New 416,650 $7.2M
Motley Fool Asset Management LLC 0.28% Reduce -2.9% 414,402 $7.2M
Ensign Peak Advisors, Inc 0.01% Reduce -0.4% 412,212 $7.1M
Man Group plc 0.01% Add +94.8% 411,861 $7.1M
Aureus Asset Management, LLC 0.43% Reduce -0.4% 410,244 $7.1M
Canton Hathaway, LLC 1.33% Add +3.0% 401,537 $6.9M
Algert Global LLC 0.08% Add +9.3% 400,770 $6.9M
LMR Partners LLP 0.06% New 400,000 $6.9M
Healthcare of Ontario Pension Plan Trust Fund 0.01% Reduce -44.8% 400,000 $6.9M
Kennedy Capital Management LLC 0.12% New 394,085 $6.8M
Nordwand Advisors, LLC 1.03% Add +19.4% 387,300 $6.7M
Tran Capital Management, L.P. 0.77% Add +2575.7% 386,211 $6.7M
Sycale Advisors (NY) LLC 2.95% Reduce -38.9% 382,657 $6.6M
Shay Capital LLC 0.71% Add +417.1% 374,892 $6.5M
Carnegie Investment Counsel 0.13% Add +20.6% 373,404 $6.5M
Barclays PLC 0.00% Add +194.1% 368,348 $6.4M
WINTON GROUP Ltd 0.20% Add +12.0% 364,300 $6.3M
Castleark Management LLC 0.17% Reduce -3.6% 362,257 $6.3M
B. Metzler seel. Sohn & Co. AG 0.05% No change 353,300 $6.1M
New York State Common Retirement Fund 0.01% Add +0.3% 350,700 $6.1M
State of Wisconsin Investment Board 0.01% Add +34.8% 343,848 $5.9M
Baader Bank Aktiengesellschaft 0.47% No change 330,000 $5.7M
Vanguard Global Advisers, LLC 0.00% Add +47.2% 321,493 $5.6M
Longaeva Partners L.P. 0.16% New 316,977 $5.5M
Scotia Capital Inc. 0.02% Add +1.0% 310,854 $5.4M
Brevan Howard Capital Management LP 0.08% Add +43.5% 303,958 $5.3M
Stifel Financial Corp. 0.00% Reduce -0.7% 302,134 $5.2M
Pathstone Holdings, LLC 0.02% Add +1325.7% 298,944 $5.2M
Cibc World Market Inc. 0.01% Add +82.0% 298,819 $5.2M
Graybill Wealth Management, LTD. 1.36% Add +42.1% 292,972 $5.1M
Police & Firemen's Retirement System of New Jersey 0.04% Add +6.3% 292,049 $5.0M
Cherry Creek Investment Advisors, Inc. 1.96% Add +137.5% 287,839 $5.0M
Boothbay Fund Management, LLC 0.10% Add +1809.8% 286,466 $5.0M
ARS Investment Partners, LLC 0.22% Reduce -0.6% 286,036 $4.9M
Bank of Hawaii 0.24% Add +13.2% 278,506 $4.8M
Summit Trail Advisors, LLC 0.06% Add +15.1% 278,308 $4.8M
Truist Financial Corp. 0.01% Add +20.5% 276,669 $4.8M
Treasurer of the State of North Carolina 0.01% Add +0.3% 276,298 $4.8M
Public Employees Retirement System of Ohio 0.01% Add +46.1% 273,709 $4.7M
NFJ Investment Group, LLC 0.16% No change 272,029 $4.7M
Alliancebernstein L.P. 0.00% Add +2.5% 238,344 $4.6M
Costello Asset Management, INC 1.37% Add +5.9% 263,665 $4.6M
Ieq Capital, LLC 0.02% Add +2.0% 261,051 $4.5M
Settian Capital LP 2.85% No change 256,578 $4.4M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +1.2% 256,407 $4.4M
Quarry LP 0.71% New 252,809 $4.4M
Alpine Global Management, LLC 0.71% New 249,722 $4.3M
Rockefeller Capital Management L.P. 0.01% Add +91.5% 249,681 $4.3M
Woodline Partners LP 0.01% New 249,400 $4.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -9.5% 242,407 $4.2M
Moors & Cabot, Inc. 0.16% Add +95.2% 241,075 $4.2M
Vanguard Investments Australia, Ltd. 0.01% Add +55.3% 238,909 $4.1M
Lewis Asset Management, LLC 1.40% Add +6.6% 231,150 $4.0M
Strategic Wealth Partners, Ltd. 0.25% Add +30.6% 229,865 $4.0M
Hudson Bay Capital Management LP 0.02% New 228,644 $4.0M
Cetera Investment Advisers 0.00% Add +94.9% 228,127 $3.9M
Marex Group Ltd 0.03% Add +454.1% 224,917 $3.9M
Nomura Holdings Inc. 0.02% New 222,000 $3.8M
Oppenheimer Asset Management Inc. 0.04% Add +102.1% 217,490 $3.8M
Hudson Value Partners, LLC 0.94% Add +87.6% 215,998 $3.7M
Handelsbanken Fonder AB 0.01% Add +10.1% 210,900 $3.6M
Jones Financial Companies LLLP 0.00% Add +37.1% 202,209 $3.6M
Opal Capital LLC 0.64% Reduce -18.8% 207,644 $3.6M
Lagoda Investment Management, L.P. 1.94% Add +163.2% 203,675 $3.5M
IMC-Chicago, LLC 0.03% Add +25.0% 201,107 $3.5M
National Bank of Canada 0.00% Add +1761.6% 200,454 $3.5M
Troluce Capital Advisors LLC 1.29% New 200,000 $3.5M
Jefferies Financial Group Inc. 0.03% Add +333.3% 199,161 $3.4M
State of New Jersey Common Pension Fund D 0.01% Reduce -5.2% 198,111 $3.4M
Teachers Retirement System of the State of Kentucky 0.02% Add +36.5% 196,258 $3.4M
WCM Investment Management, LLC 0.01% Add +73.8% 188,569 $3.4M
Jupiter Topco LLC 0.00% — 192,715 $3.3M
CenterBook Partners LP 0.16% Add +1286.8% 192,314 $3.3M
MML Investors Services, LLC 0.01% Add +20.6% 189,270 $3.3M
Bullseye Asset Management LLC 1.65% Add +7.1% 187,495 $3.2M
Raiffeisen Bank International AG 0.04% Add +100.0% 180,000 $3.2M
RK Capital Management, LLC 0.17% New 185,144 $3.2M
Sculptor Capital LP 0.05% New 175,000 $3.0M
Marshall Wace, LLP 0.00% Add +45.1% 169,144 $2.9M
Arizona State Retirement System 0.01% Reduce -1.0% 165,024 $2.9M
Meridian Wealth Management, LLC 0.09% Add +7.2% 159,876 $2.8M
Goodnow Investment Group, LLC 0.28% Add +132.5% 157,180 $2.7M
Moody National Bank Trust Division 0.22% Add +43.8% 156,350 $2.7M
Fiduciary Alliance LLC 0.18% Reduce -13.6% 155,179 $2.7M
LuminArx Capital Management LP 1.55% New 150,000 $2.6M
Apollon Wealth Management, LLC 0.03% Add +717.1% 149,063 $2.6M
Griffin Asset Management, Inc. 0.27% Add +37.7% 145,912 $2.5M
Deltec Asset Management LLC 0.37% Add +908.5% 144,310 $2.5M
Promethos Capital, LLC 0.67% New 6,972 $2.5M
TTRF Capital Ltd 1.58% — 138,370 $2.4M
PEAK6 LLC 0.06% New 137,481 $2.4M
Vista Finance, LLC 1.32% New 136,380 $2.4M
KLP Kapitalforvaltning As 0.01% Add +1.0% 136,200 $2.4M
Bank of Montreal 0.00% Add +542.6% 135,898 $2.3M
Maridea Wealth Management LLC 0.25% Add +3.2% 131,635 $2.3M
Quantinno Capital Management LP 0.00% Add +275.8% 128,565 $2.2M
TIG Advisors, LLC 0.10% Reduce -62.2% 126,322 $2.2M
Janney Montgomery Scott LLC 0.00% Reduce -31.1% 126,044 $2.2M
Alyeska Investment Group, L.P. 0.01% New 123,834 $2.1M
Walleye Capital LLC 0.01% Add +922.2% 120,991 $2.1M
Cladis Investment Advisory, LLC 0.98% Add +16.8% 120,965 $2.1M
Salem Investment Counselors Inc. 0.05% Add +6.7% 119,805 $2.1M
Hohimer Wealth Management, LLC 0.21% Add +10.6% 117,480 $2.0M
Citigroup Inc. 0.00% Reduce -85.5% 117,045 $2.0M
Peapack Gladstone Financial Corp. 0.02% Add +28.7% 116,350 $2.0M
Carmel Capital Partners, LLC 0.66% Reduce -4.6% 116,278 $2.0M
Matauro, LLC 0.27% Add +12.9% 116,223 $2.0M
Leonteq Securities AG 0.12% Reduce -21.6% 112,744 $1.9M
Victory Capital Management Inc. 0.00% Add +52.8% 112,590 $1.9M
Natixis Advisors, LLC 0.00% Add +30.5% 112,219 $1.9M
BI Asset Management Fondsmaeglerselskab A/S 0.02% New 110,411 $1.9M
Vestmark Advisory Solutions, Inc. 0.02% Add +276.6% 108,461 $1.9M
CastleKnight Management LP 0.07% New 106,900 $1.8M
Mariner, LLC 0.00% Add +107.7% 104,856 $1.8M
X-Square Capital, LLC 0.45% Add +37.5% 103,533 $1.8M
Gainplan LLC 0.70% Reduce -59.5% 102,420 $1.8M
Yelin Lapidot Holdings Management Ltd. 0.33% New 100,000 $1.7M
&partners 0.01% New 99,383 $1.7M
Manufacturers Life Insurance Company, The 0.00% Add +61.8% 97,540 $1.7M
Orion Porfolio Solutions, LLC 0.01% Reduce -6.7% 95,258 $1.6M
Baird Financial Group, Inc. 0.00% Add +108.0% 93,800 $1.6M
Regions Financial Corp. 0.01% New 93,183 $1.6M
Formuepleje A/S 0.12% Add +2.0% 92,055 $1.6M
Brown Miller Wealth Management, LLC 0.40% Add +26.2% 91,528 $1.6M
Odyssean, LLC 0.26% Add +261.1% 91,463 $1.6M
TD Waterhouse Canada Inc. 0.00% Add +49.7% 94,005 $1.6M
MFG Wealth Management, Inc. 1.11% Add +65.1% 89,728 $1.6M
Wealth Enhancement Advisory Services, LLC 0.00% Add +20.6% 101,241 $1.5M
Carret Asset Management, LLC 0.13% Add +9.1% 87,820 $1.5M
Verition Fund Management LLC 0.01% New 87,500 $1.5M
Creative Planning 0.00% Reduce -6.8% 87,474 $1.5M
Diametric Capital, LP 0.16% New 86,710 $1.5M
Equitable Holdings, Inc. 0.01% New 83,539 $1.4M
Corrado Advisors, LLC 0.66% Add +0.1% 83,283 $1.4M
Wellington Shields & Co., LLC 0.32% No change 81,770 $1.4M
HighVista Strategies LLC 0.32% Add +209.3% 81,420 $1.4M
Cable Car Capital, LP 0.03% New 80,134 $1.4M
Levin Capital Strategies, L.P. 0.09% Add +154.1% 79,900 $1.4M
BNP Paribas Financial Markets 0.00% Reduce -90.1% 79,895 $1.4M
Empowered Funds, LLC 0.01% Add +4.0% 78,534 $1.4M
Quadrature Capital Ltd 0.01% New 78,359 $1.4M
Fieldview Capital Management, LLC 0.38% New 77,187 $1.3M
SMA Capital LLC 0.54% New 75,000 $1.3M
Benjamin Edwards Inc. 0.01% Add +2.6% 71,695 $1.2M
Trium Capital LLP 0.77% New 70,478 $1.2M
AlTi Global, Inc. 0.03% New 70,029 $1.2M
Granite Islands Private Wealth, LLC 0.89% New 69,957 $1.2M
Inspire Investing, LLC 0.05% New 67,759 $1.2M
Venture Visionary Partners LLC 0.03% Reduce -3.5% 67,171 $1.2M
Tidal Investments LLC 0.00% New 66,776 $1.2M
Independent Financial Group, LLC 0.02% Add +20.7% 66,415 $1.1M
Engineers Gate Manager LP 0.01% New 64,418 $1.1M
Arkadios Wealth Advisors 0.02% Add +8.6% 64,141 $1.1M
Horizon Advisory Services, Inc. 0.46% Add +21.5% 63,561 $1.1M
Concurrent Investment Advisors, LLC 0.01% Add +118.8% 62,900 $1.1M
Composition Wealth, LLC 0.01% Add +21.9% 61,592 $1.1M
Fifth Third Bancorp 0.00% Add +33.9% 61,424 $1.1M
Colonial River Investments, LLC 0.30% Add +15.7% 60,618 $1.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -43.0% 59,180 $1.0M
FNY Investment Advisers, LLC 0.37% Add +41767.9% 58,615 $1.0M
Prospera Financial Services Inc 0.01% Add +66.5% 57,438 $993K
Gallo Partners, LP 2.16% New 56,242 $972K
Allstate Corp. 0.01% Reduce -21.3% 55,404 $957K
Cambridge Investment Research Advisors, Inc. 0.00% Add +6.9% 54,308 $938K
Canal Capital Management, LLC 0.11% New 54,143 $936K
Elevatus Welath Management 0.23% Add +283.5% 53,815 $930K
Marnell Management LLC 0.47% Add +37.2% 53,092 $917K
Ausbil Investment Management Ltd 0.41% New 55,333 $915K
Neo Ivy Capital Management 0.21% Reduce -78.1% 52,314 $904K
Kestra Advisory Services, LLC 0.00% Add +120.0% 51,855 $896K
Merit Financial Group, LLC 0.01% Add +15.5% 51,761 $894K
M&T Bank Corp 0.00% Add +0.4% 51,434 $889K
Public Employees Retirement Association of Colorado 0.00% No change 50,893 $879K
Doliver Advisors, LP 0.20% New 50,403 $871K
Wilmar Advisors LLC 0.63% Add +25.0% 50,000 $864K
Stableford Capital II LLC 0.30% Reduce -1.4% 49,854 $861K
Soros Fund Management 0.02% New 49,835 $861K
Permanent Capital Management, LP 0.11% New 49,526 $856K
Cornerstone Advisory, LLC 0.07% Add +18.8% 49,322 $852K
TD Private Client Wealth LLC 0.02% Add +19.4% 49,285 $852K
Pier Capital, LLC 0.11% New 48,994 $847K
Federation des caisses Desjardins du Quebec 0.00% Add +26.7% 48,976 $846K
Credit Agricole S A 0.00% No change 48,553 $839K
Sigma Planning Corp 0.02% Add +3.2% 48,269 $834K
Flagship Harbor Advisors, LLC 0.03% Add +306.8% 47,723 $825K
Xponance LLC 0.01% Reduce -1.0% 47,674 $824K
CFM Wealth Partners LLC 0.10% Add +3.6% 46,674 $807K
Philadelphia Investment Partners, LLC 0.50% Add +15.6% 46,209 $799K
Brown Brothers Harriman & Co. 0.00% New 45,726 $790K
Sanctuary Advisors, LLC 0.00% Reduce -0.1% 45,677 $789K
Ameritas Advisory Services, LLC 0.02% Add +106.7% 44,242 $765K
Institute for Wealth Management, LLC. 0.07% Add +231.8% 43,031 $744K
Sheets Smith Wealth Management 0.07% Add +126.8% 42,487 $734K
Chicago Partners Investment Group LLC 0.01% Add +93.5% 52,618 $728K
Blair William & Co. 0.00% Reduce -22.6% 41,281 $713K
DV Trading LLC 0.06% Add +25.4% 41,253 $713K
Sterneck Capital Management, LLC 0.30% Add +23.9% 41,034 $709K
Headlands Technologies LLC 0.08% New 40,985 $708K
TT International Asset Management LTD 0.09% Add +1.1% 40,836 $706K
Cardinal Point Capital Management ULC 0.04% Add +72.7% 40,721 $704K
One68 Global Capital, LLC 1.46% Add +166.7% 40,000 $691K
Edgewood Management LLC 0.01% No change 40,000 $691K
Virtue Asset Management LLC 0.49% New 39,276 $679K
Accuvest Global Advisors 0.58% New 38,730 $669K
Parsons Capital Management Inc. 0.03% Add +15.6% 38,559 $666K
Wolverine Asset Management LLC 0.03% New 37,259 $644K
Swiss Life Asset Management Ltd 0.00% Reduce -4.4% 36,968 $639K
PNC Financial Services Group, Inc. 0.00% Add +5.8% 36,961 $639K
Triangle Securities Wealth Management 0.12% Add +21.9% 35,740 $618K
Quantessence Capital LLC 1.79% New 35,171 $608K
Atria Investments, Inc 0.01% Add +5.9% 35,092 $606K
Amalgamated Bank 0.00% Add +11.3% 34,782 $601K
Utah Retirement Systems 0.01% No change 34,178 $591K
Walleye Trading LLC 0.01% New 34,000 $588K
Corient Private Wealth LP 0.00% Add +142.8% 33,950 $587K
Integrated Wealth Concepts LLC 0.00% New 33,289 $575K
Strategies Wealth Advisors, LLC 0.05% New 33,201 $574K
Maryland State Retirement & Pension System 0.01% No change 32,286 $558K
Mirabella Financial Services LLP 0.06% New 31,911 $551K
Clear Wave Wealth Management LLC 0.12% Add +8.5% 31,907 $551K
Thompson Davis & Co., Inc. 0.33% New 31,865 $551K
State of Tennessee, Department of Treasury 0.00% Reduce -1.8% 31,685 $548K
Sequoia Financial Advisors, LLC 0.00% Reduce -62.0% 31,497 $544K
Hilltop Holdings Inc. 0.04% Add +8.0% 31,278 $540K
Moneco Advisors, LLC 0.03% Reduce -2.1% 30,629 $529K
Commonwealth Equity Services, LLC 0.00% Add +8.3% 30,153 $521K
Ethic Inc. 0.01% Reduce -5.0% 30,032 $519K
Two Sigma Investments, LP 0.00% New 29,847 $516K
Cruiser Capital Advisors, LLC 0.32% Add +16.3% 11,630 $516K
Snowden Capital Advisors LLC 0.01% Add +90.3% 29,628 $512K
Bosman Wealth Management, LLC 0.32% New 29,393 $508K
Global Retirement Partners, LLC 0.01% — 29,125 $503K
Advyzon Investment Management, LLC 0.04% Add +8.6% 29,120 $503K
Joel Isaacson & Co., LLC 0.01% Add +27.9% 28,280 $489K
Osbon Capital Management LLC 0.38% Add +170.2% 28,179 $487K
Simon Quick Advisors, LLC 0.02% Add +2.6% 28,011 $484K
Elevation Point Wealth Partners, LLC 0.01% Reduce -75.6% 27,826 $481K
Armistice Capital, LLC 0.01% Add +104.5% 27,701 $479K
Barton Investment Management 0.06% Add +23.3% 27,495 $475K
Goldstein Advisors, LLC 0.04% Add +52.0% 27,484 $475K
IHT Wealth Management, LLC 0.01% Add +22.1% 27,477 $475K
DNB Asset Management AS 0.00% Reduce -36.7% 27,446 $474K
Retirement Planning Co of New England, Inc. 0.17% Add +27.9% 27,238 $471K
Fox Run Management, L.L.C. 0.08% New 27,031 $467K
Prudential Financial Inc. 0.00% Reduce -3.2% 26,380 $456K
Centiva Capital, LP 0.02% Add +162.7% 26,269 $454K
Walter & Keenan Wealth Management LLC /in/ 0.11% Add +20.9% 25,865 $447K
Ingalls & Snyder LLC 0.01% Add +32.8% 25,827 $446K
Twinbeech Capital LP 0.08% New 25,618 $443K
Mount Lucas Management LP 0.16% Reduce -0.1% 25,442 $440K
State of Wyoming 0.04% New 25,297 $437K
Evolve Private Wealth, LLC 0.03% Reduce -31.2% 25,089 $434K
Willis Investment Counsel 0.02% No change 24,980 $432K
Red Door Wealth Management, LLC 0.04% Add +56.1% 24,943 $431K
Kestra Private Wealth Services, LLC 0.00% New 24,279 $420K
Claro Advisors Inc. 0.04% Reduce -9.9% 24,256 $419K
Diversify Advisory Services, LLC 0.01% New 29,632 $419K
Diversify Wealth Management, LLC 0.01% Add +14.4% 29,632 $419K
Elkhorn Partners Limited Partnership 0.36% Add +2081.8% 24,000 $415K
Novare Capital Management LLC 0.03% Add +3.7% 23,717 $410K
Aprio Wealth Management, LLC 0.02% Add +2.3% 23,465 $405K
Embree Financial Group 0.04% Add +72.8% 23,236 $402K
LRI Investments, LLC 0.03% Add +1252.7% 23,118 $399K
HighPoint Advisor Group LLC 0.01% New 22,896 $396K
Verdence Capital Advisors LLC 0.02% Add +0.2% 22,710 $392K
Beacon Pointe Advisors, LLC 0.00% Add +70.1% 22,657 $392K
Occudo Quantitative Strategies LP 0.02% New 22,629 $391K
Advisory Services Network, LLC 0.00% Add +66.7% 22,296 $385K
US Bancorp \de 0.00% Reduce -8.1% 21,970 $380K
Eurizon Capital SGR S.p.A. 0.00% Add +71.6% 21,636 $378K
CIBC Asset Management Inc 0.00% No change 21,662 $374K
Nykredit A/S 0.00% — 21,532 $372K
Prelude Capital Management, LLC 0.03% New 21,320 $368K
VestGen Advisors, LLC 0.01% Add +32.2% 20,774 $359K
Quent Capital, LLC 0.02% New 20,009 $346K
Douglass Winthrop Advisors, LLC 0.01% No change 20,000 $346K
Summit Securities Group LLC 0.07% New 19,927 $344K
Keebeck Wealth Management 0.03% No change 19,788 $342K
Argent Trust Co 0.01% New 19,650 $340K
Praxis Investment Management Inc. 0.02% Add +5.2% 19,631 $339K
Sterling Capital Management LLC 0.01% Reduce -10.1% 19,518 $337K
STRS Ohio 0.00% Reduce -72.0% 19,468 $336K
KBC Group NV 0.00% No change 19,182 $331K
North Dakota State Investment Board 0.01% Add +7.2% 19,140 $331K
Cresset Asset Management, LLC 0.00% Add +31.6% 19,125 $330K
FDx Advisors, Inc. 0.10% Reduce -1.8% 18,664 $323K
Avity Investment Management Inc. 0.02% Add +68.2% 18,378 $318K
Stephens Inc. 0.00% Add +40.6% 18,225 $315K
Clearstead Advisors, LLC 0.00% Add +2.2% 18,202 $315K
Gladstone Institutional Advisory LLC 0.01% Reduce -20.2% 18,168 $314K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -10.7% 17,647 $305K
Plancorp, LLC 0.01% Add +89.3% 21,824 $303K
AlphaCore Capital LLC 0.01% Add +43.4% 17,441 $301K
Quest Investment Management LLC 0.03% Reduce -41.0% 17,280 $299K
LexAurum Advisors, LLC 0.03% New 17,251 $298K
Wexford Capital LP 0.04% Add +30.5% 17,100 $295K
CSS LLC 0.04% New 17,048 $295K
Private Advisor Group, LLC 0.00% Add +39.9% 17,019 $294K
T3 Companies, LLC 0.34% New 16,920 $292K
Huntington National Bank 0.00% Add +53.1% 16,843 $291K
Diversified Enterprises, LLC 0.01% Add +15.0% 16,716 $289K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 16,616 $287K
Tilia Fiduciary Partners, Inc. 0.14% Add +2.0% 16,567 $286K
Kovack Advisors, Inc. 0.01% Reduce -84.3% 17,200 $284K
Dimensional Fund Advisors LP 0.00% New 16,339 $282K
QRG Capital Management, Inc. 0.00% Add +3.9% 16,281 $281K
Bank of Marin 0.20% New 16,215 $280K
Nicholas Wealth, LLC. 0.15% Add +31.0% 16,196 $280K
Laidlaw Wealth Management LLC 0.80% Add +7.6% 16,150 $279K
Jain Global LLC 0.00% New 16,150 $279K
Tenon Financial LLC 0.09% No change 15,930 $275K
MetLife Investment Management, LLC 0.00% Add +48.5% 15,670 $271K
Penserra Capital Management LLC 0.00% New 15,106 $261K
First Bank & Trust 0.04% Add +7.3% 15,047 $260K
Redwood Family Wealth LLC 0.23% No change 15,000 $259K
Nwam LLC 0.01% New 14,850 $257K
Valeo Financial Advisors, LLC 0.01% Add +2.8% 14,798 $256K
Wedmont Private Capital 0.01% New 17,041 $255K
Wealth Effects LLC 0.07% No change 14,500 $251K
Cerro Pacific Wealth Advisors LLC 0.06% New 14,225 $246K
Savant Capital, LLC 0.00% New 14,273 $246K
Alan B Lancz & Associates, Inc. 0.21% New 14,100 $244K
Savvy Advisors, Inc. 0.01% Add +20.8% 13,646 $236K
GeoWealth Management, LLC 0.01% Add +33.1% 13,255 $229K
Blueprint Financial Advisors LLC 0.03% New 13,241 $229K
Blueprint Investment Partners LLC 0.02% New 13,241 $229K
Castle Rock Wealth Management, LLC 0.04% Reduce -0.1% 13,761 $228K
HB Wealth Management, LLC 0.00% Reduce -1.9% 13,082 $226K
Brown Advisory Inc. 0.00% Add +1.4% 12,985 $224K
Mercer Global Advisors Inc. 0.00% New 12,952 $224K
Family Manage LLC 0.02% No change 12,951 $224K
Mystic Asset Management, Inc. 0.05% Add +27.6% 12,950 $224K
Bleakley Financial Group, LLC 0.00% Add +8.1% 12,893 $223K
Atlas Capital Advisors Inc. 0.02% Add +115.6% 12,800 $221K
Lazard Asset Management LLC 0.00% New 12,797 $221K
Washington Trust Bank 0.02% New 12,750 $220K
World Investment Advisors 0.00% Reduce -71.8% 12,196 $219K
Blueshift Asset Management, LLC 0.05% New 12,639 $218K
Oak Ridge Investments LLC 0.01% Reduce -7.3% 12,623 $218K
AlphaGrep UK Ltd 0.07% Reduce -21.2% 12,611 $218K
ELCO Management Co., LLC 0.09% Reduce -3.3% 12,596 $218K
Finivi Inc. 0.11% Add +0.2% 12,549 $217K
E&G Advisors, LLC 0.04% Add +9.2% 12,500 $216K
Provident Wealth Management, LLC 0.06% No change 12,461 $215K
Farther Finance Advisors, LLC 0.00% Add +26.5% 12,307 $213K
Mann Financial Group, Inc. 0.18% New 12,160 $210K
Montag A & Associates Inc. 0.01% No change 12,000 $207K
Carnegie Lake Advisors LLC 0.07% New 11,630 $201K
Kingswood Wealth Advisors, LLC 0.01% New 11,505 $199K
Maple Capital Management, Inc. 0.01% No change 11,445 $198K
Ameriprise Financial Inc. 0.00% New 11,371 $196K
Mindset Wealth Management, LLC 0.04% Add +3.5% 11,281 $195K
Fort Sheridan Advisors LLC 0.02% New 11,250 $194K
Vident Advisory, LLC 0.00% Reduce -5.3% 11,223 $194K
Personal Cfo Solutions, LLC 0.03% New 10,921 $189K
D.A. Davidson & Co. 0.00% New 10,900 $188K
Inspire Advisors, LLC 0.01% New 10,891 $188K
Legacy Wealth Asset Management, LLC 0.04% No change 10,813 $187K
First National Trust Co 0.01% New 10,782 $186K
Belpointe Asset Management LLC 0.01% New 10,772 $186K
Patriot Financial Group Insurance Agency, LLC 0.02% New 10,755 $186K
StoneX Group Inc. 0.01% New 10,717 $185K
Howard Financial Services, LTD. 0.02% New 10,678 $185K
Principal Financial Group Inc. 0.00% Reduce -93.0% 10,354 $179K
Gables Capital Management Inc. 0.06% New 10,000 $173K
Axxion S.A. 0.01% — 9,534 $165K
First Horizon Corp. 0.01% Reduce -6.9% 9,420 $163K
Quantbot Technologies LP 0.01% Reduce -86.9% 7,374 $127K
WPG Advisers, LLC 0.07% Reduce -0.0% 7,292 $126K
SRH Advisors, LLC 0.03% Add +544.4% 6,605 $114K
Archer Investment Corp 0.02% Add +3.6% 5,700 $98K
Parallel Advisors, LLC 0.00% Reduce -9.0% 5,442 $94K
Persistent Asset Partners Ltd 0.03% New 5,411 $94K
Nvwm, LLC 0.02% No change 5,000 $86K
Compagnie Lombard Odier SCmA 0.00% No change 4,400 $76K
AlphaCentric Advisors LLC 0.06% Add +4.9% 4,218 $73K
NFSG Corp 0.01% Add +75.2% 3,850 $67K
Pension & Wealth Management Advisors, Inc. 0.02% No change 3,750 $65K
GAMMA Investing LLC 0.00% Add +4.0% 3,710 $64K
Larson Financial Group LLC 0.00% Reduce -0.3% 3,618 $63K
Capital Analysts, LLC 0.00% Add +116.2% 3,544 $61K
Rossby Financial, LCC 0.01% Add +11.1% 3,371 $58K
Allworth Financial LP 0.00% Add +21.4% 3,319 $57K
GW&K Investment Management, LLC 0.00% No change 3,244 $56K
Burk Holdings LLC 0.02% Reduce -80.6% 2,858 $49K
Los Angeles Capital Management LLC 0.00% No change 2,825 $49K
Armstrong Advisory Group, Inc. 0.00% Add +2781.7% 2,680 $46K
Private Trust Co. NA 0.00% Add +54.2% 2,596 $45K
Exchange Traded Concepts, LLC 0.00% Add +34.4% 2,506 $43K
MCF Advisors LLC 0.00% No change 2,502 $43K
Arax Advisory Partners 0.00% Add +103.3% 2,468 $43K
Hartford Financial Management Inc. 0.01% Add +214.3% 2,200 $38K
NewEdge Advisors, LLC 0.00% Add +2.5% 2,035 $35K
SBI Securities Co., Ltd. 0.00% Add +16.1% 2,007 $35K
Pflug Koory, LLC 0.01% Add +17.6% 2,000 $35K
Osterweis Capital Management Inc. 0.00% Reduce -53.0% 1,995 $34K
Meramec Financial Planners, LLC 0.01% New 2,302 $33K
SJS Investment Consulting Inc. 0.00% Reduce -19.7% 1,823 $32K
Barrow Hanley Mewhinney & Strauss LLC 0.00% Add +61.0% 1,764 $30K
Grove Bank & Trust 0.00% Add +21.1% 1,685 $29K
Northwestern Mutual Wealth Management Co. 0.00% Add +1243.0% 1,531 $26K
EverSource Wealth Advisors, LLC 0.00% Add +968.7% 1,400 $24K
Anchor Investment Management, LLC 0.00% New 1,328 $23K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 1,315 $23K
Bessemer Group Inc. 0.00% Reduce -99.9% 1,302 $22K
Johnson Financial Group, Inc. 0.00% New 1,272 $22K
Trust Co. of Vermont 0.00% — 1,250 $22K
Aster Capital Management (DIFC) Ltd 0.00% New 1,211 $21K
Signaturefd, LLC 0.00% Add +2.4% 1,115 $19K
MTM Investment Management, LLC 0.01% No change 1,090 $19K
Bogart Wealth, LLC 0.00% Reduce -1.7% 1,056 $18K
Mowery & Schoenfeld Wealth Management, LLC 0.02% New 1,000 $17K
Blue Trust, Inc. 0.00% Add +4.4% 951 $16K
Hickory Point Bank & Trust 0.01% No change 700 $12K
Ameliora Wealth Management Ltd. 0.00% New 700 $12K
Pittenger & Anderson Inc. 0.00% No change 700 $12K
Hazlett, Burt & Watson, Inc. 0.00% No change 700 $12K
Ancora Advisors LLC 0.00% Reduce -56.0% 690 $12K
Plante Moran Financial Advisors, LLC 0.00% No change 642 $11K
Bokf, NA 0.00% Reduce -92.3% 633 $11K
Strategic Investment Solutions, Inc. 0.00% No change 608 $11K
Ameriflex Group, Inc. 0.00% New 607 $10K
Dogwood Wealth Management LLC 0.00% No change 600 $10K
Nisa Investment Advisors, LLC 0.00% Reduce -93.9% 571 $10K
High Note Wealth, LLC 0.00% New 570 $10K
Continuum Advisory, LLC 0.00% New 502 $9K
CNB Bank 0.00% No change 500 $9K
Danske Bank A/S 0.00% No change 500 $9K
Whipplewood Advisors, LLC 0.01% Reduce -81.5% 494 $9K
Nemes Rush Group LLC 0.00% No change 475 $8K
Tripletail Wealth Management, LLC 0.01% No change 500 $8K
BOK Financial Private Wealth, Inc. 0.00% No change 454 $8K
Versant Capital Management, Inc 0.00% Add +1.8% 444 $8K
Assetmark, Inc. 0.00% Add +23.6% 440 $8K
Basecamp Wealth Advisors LLC 0.00% Reduce -23.2% 407 $7K
Meeder Asset Management Inc. 0.00% Add +47.2% 393 $7K
Synergy Investment Management, LLC 0.00% New 486 $7K
Elevation Wealth Partners, LLC 0.00% New 359 $6K
Covestor Ltd 0.00% Add +0.6% 341 $6K
IFG Advisory, LLC 0.00% New 338 $6K
Zions Bancorporation, National Association 0.00% Add +82.1% 335 $6K
Vision Retirement, LLC 0.00% New 325 $6K
Keating Financial Advisory Services, Inc. 0.00% Add +18.2% 292 $5K
Bell Investment Advisors, Inc 0.00% Add +11.9% 281 $5K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -56.3% 252 $4K
Crewe Advisors LLC 0.00% No change 250 $4K
International Assets Investment Management, LLC 0.00% No change 250 $4K
Avion Wealth 0.00% New 250 $4K
IFP Advisors, Inc 0.00% Add +0.9% 218 $4K
Silver Grove Financial Group, Inc. 0.00% New 213 $4K
Luminist Capital LLC 0.00% New 200 $3K
Heritage Wealth Advisors 0.00% No change 200 $3K
Geneos Wealth Management Inc. 0.00% No change 186 $3K
Chesapeake Asset Management LLC 0.00% New 165 $3K
Private Wealth Management Group, LLC 0.00% Reduce -42.6% 147 $3K
CENTRAL TRUST Co 0.00% Add +169.8% 143 $2K
Cromwell Holdings LLC 0.00% Add +3.3% 127 $2K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +32.9% 109 $2K
Sachetta, LLC 0.00% New 99 $2K
Torren Management, LLC 0.00% No change 91 $2K
NBT Bank, N.A. 0.00% No change 75 $1K
UMB Bank, n.a. 0.00% Reduce -13.1% 73 $1K
Retirement Wealth Solutions LLC 0.00% Reduce -8.9% 72 $1K
Rothschild Investment LLC 0.00% Reduce -15.6% 65 $1K
Manning & Napier Advisors LLC 0.00% New 61 $1K
Capital Advisors, Ltd. LLC 0.00% Reduce -2.1% 46 $1K
Brooklyn FI, LLC 0.00% New 70 $970
Owl Creek Wealth Partners LLC 0.00% New 55 $951
Optiver Holding B.V. 0.00% Add +161.9% 55 $950
Smartleaf Asset Management LLC 0.00% No change 50 $891
Strengthening Families & Communities, LLC 0.00% No change 50 $864
Hughes Financial Services, LLC 0.00% Add +284.6% 50 $864
Cornerstone Planning Group LLC 0.00% New 60 $831
PSquared Asset Management AG 0.00% New 48 $829
Washington Trust Advisors, Inc. 0.00% No change 46 $787
Fortress Investment Group LLC 0.00% New 44 $760
Markowski Investments 0.00% — 40 $691
Parkside Financial Bank & Trust 0.00% Reduce -75.5% 38 $657
Fiduciary Financial Advisors 0.00% New 38 $639
Cornerstone Financial Management LLC 0.00% No change 36 $622
Transamerica Financial Advisors, LLC 0.00% Add +38.5% 36 $622
Manchester Capital Management LLC 0.00% No change 35 $605
Physician Wealth Advisors, Inc. 0.00% Add +6.7% 32 $553
CVA Family Office, LLC 0.00% No change 30 $518
Quaker Wealth Management, LLC 0.00% Add +1300.0% 28 $484
IMA Advisory Services, Inc. 0.00% Reduce -50.9% 28 $484
Principia Wealth Advisory, LLC 0.00% Reduce -12.5% 21 $363
Signature Equity Partners, LLC 0.00% No change 14 $242
MV Capital Management, Inc. 0.00% New 6 $104
Salomon & Ludwin, LLC 0.00% No change 6 $99
Planning Strategies Inc. 0.00% — 5 $86
AdvisorNet Financial, Inc 0.00% New 4 $69
GHP Investment Advisors, Inc. 0.00% No change 1 $18
Caitong International Asset Management Co., Ltd 0.00% Reduce -100.0% 1 $17
McGuire Capital Advisors Inc. 0.00% New 1 $17
Medallion Wealth Advisors, LLC 0.00% New 1 $17

"% of holder's portfolio" is QXO's weight in each manager's 13F, not the share of Qxo Inc. the manager owns.