XpoXPO
13F holders, Q4 2024 (December 31)543holders +13
60new positions
62sold out
7famous investors
$131.15avg. 13F price*
At the end of Q4 2024, 543 institutions reported holding Xpo Inc. (XPO) in their 13F filings, up 13 from Q3 2024. 60 opened new positions and 62 sold out. The largest holders were Capital Research Global Investors ($1.8B), BlackRock, Inc. ($1.5B) and MFN Partners Management, LP ($1.5B). 7 famous investors held it, including Daniel Sundheim (4.4% of D1 Capital Partners's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Xpo Inc.
- CUSIP
- 983793100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $393.8M |
| Exits | 62 | $271.0M |
All 13F filers, Q3 2024 → Q4 2024: 12,757,831 shares bought and 12,631,721 shares sold, net +126,110 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 543 holders
| Capital Research Global Investors | 0.37% | Add +18.5% | 13,641,962 | $1.8B |
| BlackRock, Inc. | 0.03% | Add +8.8% | 11,812,997 | $1.5B |
| MFN Partners Management, LP | 30.45% | No change | 11,425,369 | $1.5B |
| Vanguard Group Inc. | 0.03% | Add +0.7% | 11,034,926 | $1.4B |
| Capital World Investors | 0.15% | Add +26.1% | 7,753,883 | $1.0B |
| State Street Corp. | 0.02% | Add +3.6% | 3,601,541 | $472.3M |
| Orbis Allan Gray Ltd | 2.11% | Reduce -22.1% | 2,991,391 | $392.3M |
| Clearbridge Investments, LLC | 0.28% | Reduce -3.5% | 2,657,361 | $348.5M |
| FMR LLC | 0.02% | Add +3.6% | 2,606,265 | $341.8M |
| Cercano Management LLC | 7.69% | Reduce -26.8% | 2,301,487 | $301.8M |
| D1 Capital Partners | 4.43% | Reduce -56.8% | 2,033,838 | $266.7M |
| Geode Capital Management, LLC | 0.02% | Add +0.1% | 1,984,025 | $260.3M |
| Invesco Ltd. | 0.05% | Add +29.6% | 1,863,278 | $244.4M |
| T. Rowe Price Investment Management, Inc. | 0.14% | New | 1,766,424 | $231.7M |
| Morgan Stanley | 0.01% | Add +8.6% | 1,546,730 | $202.9M |
| Norges Bank | 0.02% | Add +50.2% | 1,439,636 | $188.8M |
| Findlay Park Partners LLP | 1.84% | Reduce -0.1% | 1,409,200 | $184.8M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -0.5% | 1,271,177 | $166.7M |
| Massachusetts Financial Services Co. | 0.05% | Reduce -18.1% | 1,258,604 | $165.1M |
| Frontier Capital Management Co. LLC | 1.54% | Add +3.8% | 1,239,568 | $162.6M |
| Ameriprise Financial Inc. | 0.04% | Reduce -2.5% | 1,162,171 | $152.4M |
| Alliancebernstein L.P. | 0.05% | Reduce -4.3% | 1,049,510 | $137.6M |
| Northern Trust Corp. | 0.02% | Add +24.2% | 1,008,124 | $132.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.3% | 888,231 | $116.5M |
| Bank of America Corp. | 0.01% | Reduce -45.4% | 881,580 | $115.6M |
| Holocene Advisors, LP | 0.37% | Add +26.8% | 867,092 | $113.7M |
| Hood River Capital Management LLC | 1.55% | Add +3.7% | 798,543 | $104.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.8% | 781,188 | $102.5M |
| JPMorgan Chase & Co. | 0.01% | Add +8.5% | 758,348 | $99.5M |
| UBS Group AG | 0.02% | Add +544.0% | 734,234 | $96.3M |
| American Century Companies Inc. | 0.05% | Reduce -17.9% | 726,404 | $95.3M |
| Balyasny Asset Management L.P. | 0.22% | Reduce -14.2% | 706,952 | $92.7M |
| Citadel Advisors | 0.09% | Add +75.7% | 699,208 | $91.7M |
| Raymond James Financial Inc. | 0.03% | — | 695,063 | $91.2M |
| FIL Ltd | 0.08% | Reduce -61.8% | 626,793 | $82.2M |
| Durable Capital Partners LP | 0.62% | New | 578,903 | $75.9M |
| Forest Avenue Capital Management LP | 6.87% | Add +56.4% | 557,037 | $73.1M |
| Anomaly Capital Management, LP | 2.12% | Reduce -24.1% | 546,658 | $71.7M |
| Primecap Management Co. | 0.06% | Reduce -1.6% | 542,200 | $71.1M |
| Wells Fargo & Company | 0.02% | Add +0.5% | 532,515 | $69.8M |
| Principal Financial Group Inc. | 0.03% | Add +1.4% | 487,646 | $64.0M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -4.7% | 477,349 | $62.6M |
| Millennium Management | 0.06% | Add +196.4% | 476,296 | $62.5M |
| Natixis | 0.39% | New | 440,686 | $57.8M |
| Vaughan Nelson Investment Management, L.P. | 0.49% | Add +140.8% | 404,835 | $53.1M |
| Cannell & Spears LLC | 1.07% | Reduce -15.6% | 399,019 | $52.3M |
| Groupama Asset Managment | 1.05% | Add +31.2% | 380,149 | $50.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +5.7% | 365,944 | $48.0M |
| Neuberger Berman Group LLC | 0.04% | Add +72.8% | 364,611 | $47.8M |
| Douglas Lane & Associates, LLC | 0.65% | Reduce -16.6% | 350,471 | $46.0M |
| Rhumbline Advisers | 0.04% | Add +0.3% | 336,384 | $44.1M |
| One Madison Group LLC | 4.99% | — | 332,000 | $43.5M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -9.8% | 324,524 | $42.6M |
| Federated Hermes, Inc. | 0.09% | Reduce -11.6% | 324,230 | $42.5M |
| Fishman Jay A Ltd. | 3.90% | Reduce -0.9% | 317,091 | $41.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +11.2% | 292,304 | $38.3M |
| Royal Bank of Canada | 0.01% | Add +11.7% | 261,145 | $34.3M |
| Hauser Brothers GmbH | 23.67% | Reduce -27.3% | 252,300 | $33.1M |
| Hawk Ridge Capital Management LP | 1.56% | Reduce -4.4% | 250,088 | $32.8M |
| Rice Hall James & Associates, LLC | 1.79% | Reduce -5.2% | 248,922 | $32.6M |
| Retirement Systems of Alabama | 0.12% | Reduce -1.8% | 247,497 | $32.5M |
| Qube Research & Technologies Ltd | 0.05% | Add +80.0% | 242,089 | $31.7M |
| Renaissance Technologies | 0.05% | Add +40.0% | 237,420 | $31.1M |
| Jane Street Group, LLC | 0.05% | Add +190.5% | 233,958 | $30.7M |
| Swiss National Bank | 0.02% | Add +0.8% | 228,900 | $30.0M |
| Susquehanna International Group, LLP | 0.04% | Add +41.4% | 202,308 | $26.5M |
| Legal & General Group Plc | 0.01% | Reduce -5.6% | 185,628 | $24.3M |
| California Public Employees Retirement System | 0.02% | Add +18.6% | 179,267 | $23.5M |
| Arnhold LLC | 2.14% | Reduce -21.2% | 165,739 | $21.7M |
| Caisse de depot et placement du Quebec | 0.04% | Reduce -28.4% | 164,623 | $21.6M |
| Westwood Holdings Group Inc. | 0.15% | Reduce -43.1% | 151,197 | $19.8M |
| Waratah Capital Advisors Ltd. | 1.01% | Reduce -10.8% | 137,396 | $18.0M |
| TD Asset Management Inc | 0.02% | Add +1285.4% | 134,000 | $17.6M |
| National Bank of Canada | 0.02% | Add +1.1% | 133,717 | $17.5M |
| Corebridge Financial, Inc. | 0.09% | Reduce -4.3% | 133,011 | $17.4M |
| Citigroup Inc. | 0.02% | Add +473.6% | 130,822 | $17.2M |
| Tocqueville Asset Management L.P. | 0.27% | Add +0.0% | 130,000 | $17.0M |
| Tritonpoint Wealth, LLC | 1.49% | Reduce -3.0% | 125,456 | $16.5M |
| Driehaus Capital Management LLC | 0.14% | Add +31.3% | 125,321 | $16.4M |
| Macquarie Group Ltd. | 0.02% | Add +13.6% | 118,640 | $15.6M |
| New York State Teachers Retirement System | 0.03% | Reduce -3.0% | 114,161 | $15.0M |
| Channing Capital Management, LLC | 0.38% | Reduce -86.5% | 108,866 | $14.3M |
| California State Teachers Retirement System | 0.02% | Reduce -1.1% | 108,759 | $14.3M |
| Jag Capital Management, LLC | 1.98% | Add +19.5% | 108,076 | $14.2M |
| Sei Investments Co. | 0.02% | Reduce -30.1% | 107,574 | $14.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.1% | 106,524 | $14.0M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -1.2% | 104,519 | $13.7M |
| Thornburg Investment Management Inc. | 0.18% | Reduce -0.0% | 102,877 | $13.5M |
| Walleye Capital LLC | 0.14% | Add +294.6% | 100,849 | $13.2M |
| Barclays PLC | 0.01% | Reduce -20.6% | 100,451 | $13.2M |
| Hill City Capital, LP | 0.84% | No change | 100,000 | $13.1M |
| Russell Investments Group, Ltd. | 0.02% | Reduce -19.1% | 99,115 | $13.0M |
| State of Wisconsin Investment Board | 0.03% | Reduce -2.0% | 97,268 | $12.8M |
| CANADA LIFE ASSURANCE Co | 0.02% | Add +0.1% | 92,595 | $12.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -84.4% | 86,116 | $11.3M |
| Arvin Capital Management LP | 4.46% | Reduce -39.6% | 84,786 | $11.1M |
| Walleye Trading LLC | 0.21% | Add +252.1% | 79,478 | $10.4M |
| Redmond Asset Management, LLC | 2.54% | Reduce -19.3% | 77,616 | $10.2M |
| Lagoda Investment Management, L.P. | 5.45% | Reduce -4.1% | 76,825 | $10.1M |
| Schonfeld Strategic Advisors LLC | 0.06% | Add +1.8% | 75,846 | $9.9M |
| LPL Financial LLC | 0.00% | Add +57.3% | 74,250 | $9.7M |
| Capital Fund Management S.A. | 0.09% | Reduce -22.4% | 72,999 | $9.6M |
| Castleark Management LLC | 0.33% | Reduce -3.7% | 72,734 | $9.5M |
| Oppenheimer & Co. Inc. | 0.14% | Reduce -7.1% | 70,828 | $9.3M |
| MetLife Investment Management, LLC | 0.05% | Add +8.1% | 70,617 | $9.3M |
| Hancock Whitney Corp. | 0.28% | Add +295.5% | 67,899 | $8.9M |
| Intech Investment Management LLC | 0.09% | Add +248.1% | 67,442 | $8.8M |
| Mutual of America Capital Management LLC | 0.09% | Reduce -2.3% | 61,488 | $8.1M |
| Natixis Advisors, LLC | 0.01% | Add +42.8% | 61,414 | $8.1M |
| Voya Investment Management LLC | 0.01% | Reduce -4.7% | 59,240 | $7.8M |
| New York State Common Retirement Fund | 0.01% | Reduce -72.8% | 58,854 | $7.7M |
| BNP Paribas Financial Markets | 0.01% | Add +109.1% | 57,803 | $7.6M |
| Amalgamated Bank | 0.06% | Reduce -0.1% | 56,924 | $7.5M |
| Comerica Bank | 0.03% | Add +9.4% | 56,607 | $7.4M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Reduce -34.2% | 56,093 | $7.4M |
| Empirical Capital Management, LLC | 5.54% | Add +12.0% | 56,000 | $7.3M |
| State of Tennessee, Department of Treasury | 0.03% | Reduce -2.7% | 55,505 | $7.3M |
| Janus Henderson Group PLC | 0.00% | No change | 53,496 | $7.0M |
| Treasurer of the State of North Carolina | 0.03% | Add +0.6% | 50,266 | $6.6M |
| Nicholas Investment Partners, LP | 0.61% | No change | 47,861 | $6.3M |
| Algert Global LLC | 0.15% | Add +9.1% | 47,328 | $6.2M |
| Victory Capital Management Inc. | 0.01% | Add +44.6% | 46,541 | $6.1M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -1.2% | 43,184 | $5.7M |
| Yousif Capital Management, LLC | 0.06% | Reduce -4.1% | 41,298 | $5.4M |
| Police & Firemen's Retirement System of New Jersey | 0.05% | — | 41,234 | $5.4M |
| Public Employees Retirement System of Ohio | 0.02% | Reduce -5.5% | 39,938 | $5.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.0% | 39,178 | $5.1M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -13.0% | 38,441 | $5.0M |
| Simplex Trading, LLC | 0.14% | Add +9.0% | 37,406 | $4.9M |
| Gilman Hill Asset Management, LLC | 0.83% | Add +0.8% | 36,517 | $4.8M |
| Teachers Retirement System of the State of Kentucky | 0.04% | Reduce -4.9% | 34,860 | $4.6M |
| Gotham Asset Management | 0.04% | Reduce -1.2% | 34,031 | $4.5M |
| Game Creek Capital, LP | 2.44% | Reduce -18.3% | 33,900 | $4.4M |
| Arizona State Retirement System | 0.03% | Add +0.8% | 33,780 | $4.4M |
| Bank of Montreal | 0.00% | Reduce -60.5% | 32,980 | $4.3M |
| Eisler Capital Management Ltd. | 0.14% | — | 32,397 | $4.3M |
| Louisiana State Employees Retirement System | 0.08% | No change | 32,300 | $4.2M |
| Handelsbanken Fonder AB | 0.02% | Add +6.3% | 32,200 | $4.2M |
| Traynor Capital Management, Inc. | 0.32% | Add +28.4% | 31,006 | $4.1M |
| Freestone Grove Partners LP | 0.05% | — | 30,903 | $4.1M |
| STRS Ohio | 0.02% | Add +15.0% | 30,800 | $4.0M |
| Pinebridge Investments, L.P. | 0.03% | Add +42.7% | 30,589 | $4.0M |
| Formula Growth Ltd. | 1.33% | Reduce -10.4% | 30,000 | $3.9M |
| Maplelane Capital, LLC | 0.42% | New | 29,710 | $3.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +14.9% | 29,329 | $3.8M |
| RBF Capital, LLC | 0.20% | No change | 29,500 | $3.8M |
| Pacer Advisors, Inc. | 0.01% | Add +15.0% | 28,204 | $3.7M |
| PCJ Investment Counsel Ltd. | 1.23% | Reduce -31.4% | 27,740 | $3.6M |
| Two Sigma Investments, LP | 0.01% | Add +7.8% | 27,700 | $3.6M |
| State of Michigan Retirement System | 0.02% | Reduce -0.4% | 27,542 | $3.6M |
| Pallas Capital Advisors LLC | 0.15% | Reduce -3.9% | 27,434 | $3.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -6.2% | 27,389 | $3.6M |
| Verition Fund Management LLC | 0.02% | Reduce -61.8% | 27,031 | $3.5M |
| Stifel Financial Corp. | 0.00% | Reduce -62.2% | 26,622 | $3.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -2.8% | 25,886 | $3.4M |
| Northwestern Mutual Investment Management Company, LLC | 0.07% | Add +0.2% | 25,871 | $3.4M |
| HighVista Strategies LLC | 1.26% | Reduce -31.6% | 25,780 | $3.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +0.2% | 25,708 | $3.4M |
| Man Group plc | 0.01% | New | 24,429 | $3.2M |
| KBC Group NV | 0.01% | Add +663.3% | 23,732 | $3.1M |
| KLP Kapitalforvaltning As | 0.01% | — | 23,700 | $3.1M |
| Oregon Public Employees Retirement Fund | 0.06% | No change | 23,660 | $3.1M |
| New Mexico Educational Retirement Board | 0.10% | No change | 23,500 | $3.1M |
| Xponance LLC | 0.03% | Add +3.4% | 23,487 | $3.1M |
| Ameritas Investment Partners, Inc. | 0.10% | Reduce -2.4% | 23,315 | $3.1M |
| Gateway Investment Advisers LLC | 0.03% | Reduce -26.9% | 23,058 | $3.0M |
| Zimmer Partners, LP | 0.05% | New | 23,000 | $3.0M |
| Mesirow Institutional Investment Management, Inc. | 0.23% | Reduce -29.7% | 22,880 | $3.0M |
| X-Square Capital, LLC | 1.22% | Add +0.9% | 22,545 | $3.0M |
| US Bancorp \de | 0.00% | Add +30.6% | 22,382 | $2.9M |
| Polar Asset Management Partners Inc. | 0.06% | Reduce -21.8% | 22,211 | $2.9M |
| Vestcor Inc | 0.10% | Reduce -36.0% | 22,200 | $2.9M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +28.6% | 21,575 | $2.9M |
| Picton Mahoney Asset Management | 0.10% | Reduce -5.8% | 20,960 | $2.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.40% | Reduce -1.2% | 20,127 | $2.6M |
| Catalyst Funds Management Pty Ltd | 0.63% | Add +975.0% | 19,350 | $2.5M |
| D. E. Shaw & Co. | 0.00% | Reduce -41.2% | 19,232 | $2.5M |
| Sigma Planning Corp | 0.08% | Reduce -7.1% | 19,012 | $2.5M |
| Independent Advisor Alliance | 0.03% | Reduce -21.9% | 18,869 | $2.5M |
| Georgetown University | 0.69% | No change | 17,979 | $2.4M |
| Baker Avenue Asset Management, LP | 0.07% | Reduce -12.9% | 17,235 | $2.3M |
| Aperture Investors, LLC | 0.28% | No change | 16,686 | $2.2M |
| AQR Capital Management | 0.00% | Reduce -23.5% | 16,411 | $2.2M |
| Y-Intercept (Hong Kong) Ltd | 0.14% | New | 16,028 | $2.1M |
| Southeastern Asset Management Inc. | 0.10% | No change | 15,980 | $2.1M |
| Oliver Luxxe Assets LLC | 0.38% | No change | 19,493 | $2.1M |
| Pictet Asset Management Holding SA | 0.00% | Add +6.9% | 15,786 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.0% | 15,754 | $2.1M |
| Sargent Investment Group, LLC | 0.33% | Add +19.6% | 15,042 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.6% | 15,502 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.7% | 15,501 | $2.0M |
| Nomura Holdings Inc. | 0.01% | New | 15,445 | $2.0M |
| First Hawaiian Bank | 0.06% | Add +51.7% | 14,460 | $1.9M |
| Teacher Retirement System of Texas | 0.01% | Reduce -43.6% | 14,217 | $1.9M |
| Wolverine Trading, LLC | 0.04% | New | 13,360 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -1.8% | 13,274 | $1.7M |
| Fox Run Management, L.L.C. | 0.31% | Add +55.3% | 13,118 | $1.7M |
| Mariner, LLC | 0.00% | Add +3.1% | 12,928 | $1.7M |
| Estate Counselors, LLC | 0.18% | No change | 12,575 | $1.6M |
| Rathbones Group PLC | 0.01% | No change | 12,225 | $1.6M |
| New York Life Investment Management LLC | 0.02% | Reduce -7.7% | 12,144 | $1.6M |
| Kennedy Capital Management LLC | 0.04% | Reduce -39.1% | 12,128 | $1.6M |
| K.J. Harrison & Partners Inc | 0.25% | No change | 12,000 | $1.6M |
| Nemes Rush Group LLC | 0.20% | Reduce -0.6% | 12,104 | $1.6M |
| New Age Alpha Advisors, LLC | 0.06% | New | 12,042 | $1.6M |
| Public Employees Retirement Association of Colorado | 0.01% | Reduce -1.9% | 12,011 | $1.6M |
| Calamos Advisors LLC | 0.01% | Add +42.8% | 11,817 | $1.5M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +6.7% | 11,604 | $1.5M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.02% | Reduce -0.8% | 11,300 | $1.5M |
| Dakota Wealth Management | 0.03% | Add +2.0% | 11,268 | $1.5M |
| Danske Bank A/S | 0.00% | Add +640.4% | 11,106 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Add +22.6% | 11,061 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +14.2% | 10,284 | $1.3M |
| Cinctive Capital Management LP | 0.07% | Reduce -80.3% | 10,250 | $1.3M |
| Aureus Asset Management, LLC | 0.08% | No change | 10,000 | $1.3M |
| Brown Advisory Inc. | 0.00% | Reduce -10.7% | 9,857 | $1.3M |
| Scientech Research LLC | 0.37% | Add +0.9% | 9,843 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.4% | 9,816 | $1.3M |
| Deutsche Bank AG | 0.00% | Reduce -74.8% | 9,609 | $1.3M |
| Graham Capital Management, L.P. | 0.06% | Add +92.0% | 9,600 | $1.3M |
| Resources Management Corp. /CT/ | 0.17% | Reduce -2.8% | 9,414 | $1.2M |
| Anderson Financial Strategies, LLC | 0.74% | — | 9,402 | $1.2M |
| Natixis Investment Managers International | 0.09% | Add +130.7% | 9,045 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.07% | Add +0.6% | 8,865 | $1.2M |
| Securian Asset Management, Inc. | 0.03% | Reduce -2.8% | 8,799 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -1.5% | 8,731 | $1.1M |
| Crossmark Global Holdings, Inc. | 0.02% | Add +0.1% | 8,476 | $1.1M |
| Middleton & Co. Inc. | 0.12% | Reduce -2.4% | 8,225 | $1.1M |
| Okabena Investment Services Inc. | 0.30% | Add +81.7% | 8,107 | $1.1M |
| Mystic Asset Management, Inc. | 0.28% | Reduce -2.4% | 8,000 | $1.0M |
| First Eagle Investment Management, LLC | 0.00% | Add +1.3% | 7,957 | $1.0M |
| Cantor Fitzgerald, L. P. | 0.04% | New | 7,800 | $1.0M |
| Fred Alger Management, LLC | 0.00% | Reduce -26.5% | 7,774 | $1.0M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +9.9% | 7,772 | $1.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +13.4% | 7,699 | $1.0M |
| Flagship Harbor Advisors, LLC | 0.05% | No change | 7,467 | $979K |
| Parallax Volatility Advisers, L.P. | 0.02% | Add +190.4% | 7,426 | $974K |
| Ethic Inc. | 0.02% | Reduce -6.3% | 7,383 | $968K |
| E&G Advisors, LLC | 0.26% | No change | 7,350 | $964K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -33.4% | 7,339 | $963K |
| HighTower Advisors, LLC | 0.00% | Add +5.1% | 7,224 | $947K |
| Cibc World Market Inc. | 0.00% | New | 7,187 | $943K |
| Flputnam Investment Management Co. | 0.02% | No change | 7,175 | $941K |
| TriaGen Wealth Management LLC | 0.31% | Reduce -0.3% | 6,936 | $910K |
| Alberta Investment Management Corp | 0.01% | No change | 6,900 | $905K |
| Prudential Financial Inc. | 0.00% | Reduce -43.1% | 6,011 | $869K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.2% | 6,564 | $861K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -28.9% | 6,501 | $853K |
| Jones Financial Companies LLLP | 0.00% | Add +29.8% | 6,476 | $849K |
| Life Planning Partners, Inc | 0.77% | Reduce -0.7% | 6,385 | $837K |
| Quantinno Capital Management LP | 0.01% | Add +28.0% | 6,373 | $836K |
| Sigma Investment Counselors Inc. | 0.05% | No change | 6,259 | $821K |
| First Citizens Bank & Trust Co. | 0.01% | Add +24.4% | 6,213 | $815K |
| Utah Retirement Systems | 0.01% | Add +1.6% | 6,193 | $812K |
| Creative Planning | 0.00% | Add +2.8% | 6,188 | $812K |
| City Holding Co. | 0.12% | Add +10.6% | 6,185 | $811K |
| Blair William & Co. | 0.00% | Reduce -0.3% | 6,161 | $808K |
| Maryland State Retirement & Pension System | 0.02% | Reduce -6.2% | 6,103 | $800K |
| JBF Capital, Inc. | 0.13% | No change | 6,000 | $787K |
| Tiaa Trust, National Association | 0.00% | Reduce -3.9% | 5,946 | $780K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -8.7% | 5,925 | $777K |
| Guerra Pan Advisors, LLC | 0.56% | Add +33.3% | 5,911 | $775K |
| South Dakota Investment Council | 0.02% | Reduce -7.0% | 5,906 | $775K |
| Tenon Financial LLC | 0.50% | No change | 5,844 | $774K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -2.1% | 5,804 | $761K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.6% | 5,784 | $759K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -42.8% | 5,722 | $750K |
| Tidal Investments LLC | 0.01% | Reduce -59.5% | 5,711 | $749K |
| ProShare Advisors LLC | 0.00% | Add +0.3% | 5,705 | $748K |
| M&T Bank Corp | 0.00% | Add +3.1% | 5,589 | $733K |
| Ofi Invest Asset Management | 0.02% | — | 5,780 | $732K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -0.2% | 5,514 | $723K |
| Perpetual Ltd | 0.01% | Add +88.5% | 5,477 | $718K |
| Amiral Gestion | 0.45% | — | 5,400 | $708K |
| Regions Financial Corp. | 0.01% | Reduce -6.1% | 5,375 | $705K |
| Advisors Asset Management, Inc. | 0.01% | New | 5,358 | $703K |
| Snowden Capital Advisors LLC | 0.02% | Add +30.2% | 5,265 | $691K |
| Captrust Financial Advisors | 0.00% | Reduce -4.8% | 5,219 | $685K |
| Corient Private Wealth LP | 0.00% | Reduce -36.8% | 5,155 | $676K |
| Webster Bank, N. A. | 0.07% | No change | 5,155 | $676K |
| Walter & Keenan Wealth Management LLC /in/ | 0.20% | No change | 5,137 | $674K |
| First Trust Advisors LP | 0.00% | Reduce -97.0% | 5,088 | $667K |
| Choreo, LLC | 0.01% | Add +39.0% | 4,978 | $660K |
| Hudson Bay Capital Management LP | 0.00% | Reduce -96.0% | 5,018 | $658K |
| Cherokee Insurance Co | 0.30% | — | 5,000 | $656K |
| Quadrature Capital Ltd | 0.01% | New | 4,965 | $651K |
| Promethium Advisors,llc | 0.44% | Add +5.5% | 4,857 | $637K |
| Truist Financial Corp. | 0.00% | Reduce -1.2% | 4,857 | $637K |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 4,727 | $620K |
| Janney Capital Management LLC | 0.04% | Add +0.2% | 4,716 | $619K |
| Quintet Private Bank (Europe) S.A. | 0.03% | Reduce -7.3% | 4,700 | $616K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +40.2% | 4,632 | $607K |
| SageView Advisory Group, LLC | 0.03% | Add +2.1% | 4,626 | $607K |
| IMA Advisory Services, Inc. | 0.07% | Add +18.0% | 4,616 | $605K |
| Huntington National Bank | 0.01% | Add +6.4% | 4,552 | $597K |
| Fifth Third Wealth Advisors LLC | 0.03% | Reduce -3.8% | 4,397 | $577K |
| Shelton Capital Management | 0.01% | Reduce -4.5% | 4,393 | $576K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.9% | 4,169 | $572K |
| NorthCrest Asset Manangement, LLC | 0.02% | No change | 4,310 | $565K |
| Inceptionr LLC | 0.12% | Reduce -64.3% | 4,186 | $549K |
| Ballast, Inc. | 0.16% | Reduce -4.9% | 4,173 | $547K |
| Emerald Advisers, LLC | 0.02% | Add +0.2% | 4,140 | $543K |
| Patten & Patten Inc. | 0.04% | No change | 4,100 | $538K |
| Vident Advisory, LLC | 0.01% | Add +7.1% | 4,073 | $534K |
| Supplemental Annuity Collective Trust of NJ | 0.15% | No change | 4,000 | $525K |
| Arlington Trust Co LLC | 0.11% | No change | 4,000 | $525K |
| Global Retirement Partners, LLC | 0.01% | Reduce -5.8% | 3,979 | $522K |
| Argent Trust Co | 0.02% | Add +1.9% | 3,940 | $517K |
| Avantax Advisory Services, Inc. | 0.00% | Add +6.5% | 3,821 | $501K |
| Bryce Point Capital, LLC | 0.14% | — | 3,811 | $500K |
| AE Wealth Management LLC | 0.00% | Add +18.8% | 3,810 | $500K |
| QRG Capital Management, Inc. | 0.01% | Reduce -5.1% | 3,760 | $493K |
| Amundi | 0.00% | Add +1.4% | 3,592 | $493K |
| American Trust | 0.04% | Reduce -1.9% | 3,739 | $490K |
| Campbell & CO Investment Adviser LLC | 0.04% | New | 3,698 | $485K |
| Stablepoint Partners, LLC | 0.09% | Add +1.9% | 3,649 | $479K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +11.2% | 3,639 | $477K |
| Trivium Point Advisory, LLC | 0.06% | Add +6.8% | 3,606 | $473K |
| CIBC Asset Management Inc | 0.00% | Add +5.4% | 3,524 | $462K |
| HSBC Holdings PLC | 0.00% | Reduce -84.7% | 3,465 | $457K |
| Dynamic Technology Lab Private Ltd | 0.07% | Reduce -58.7% | 3,422 | $449K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -2.5% | 3,264 | $428K |
| Exchange Traded Concepts, LLC | 0.01% | New | 3,222 | $423K |
| PFG Investments, LLC | 0.03% | Reduce -8.6% | 3,184 | $418K |
| Gables Capital Management Inc. | 0.20% | Reduce -2.3% | 3,169 | $416K |
| Anchor Capital Advisors LLC | 0.01% | Reduce -0.3% | 3,120 | $409K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.6% | 3,096 | $406K |
| Praxis Investment Management Inc. | 0.03% | New | 3,010 | $395K |
| Crestline Management, L.P. | 0.01% | Reduce -93.8% | 3,000 | $393K |
| Seeds Investor LLC | 0.11% | Add +33.1% | 2,973 | $390K |
| Franklin Resources Inc. | 0.00% | Reduce -30.4% | 2,952 | $387K |
| White Knight Strategic Wealth Advisors, LLC | 0.16% | New | 2,906 | $381K |
| Whalen Wealth Management Inc. | 0.26% | Reduce -55.8% | 2,904 | $381K |
| Legato Capital Management LLC | 0.05% | No change | 2,886 | $378K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -0.8% | 2,840 | $372K |
| Private Advisor Group, LLC | 0.00% | Reduce -25.3% | 2,798 | $367K |
| Profund Advisors LLC | 0.01% | Reduce -11.7% | 2,773 | $364K |
| Quadrant Capital Group LLC | 0.03% | Reduce -5.5% | 2,765 | $363K |
| Cerity Partners LLC | 0.00% | Reduce -15.9% | 2,969 | $357K |
| Principal Securities, Inc. | 0.01% | Add +9.8% | 2,701 | $354K |
| Capstone Investment Advisors, LLC | 0.00% | New | 2,698 | $354K |
| Grandview Asset Management LLC | 0.13% | New | 2,664 | $349K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -15.1% | 2,643 | $347K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -15.1% | 2,643 | $347K |
| Maven Securities LTD | 0.05% | New | 2,600 | $341K |
| Embree Financial Group | 0.06% | No change | 2,595 | $340K |
| Virtu Financial LLC | 0.02% | Reduce -20.1% | 2,540 | $333K |
| Belpointe Asset Management LLC | 0.02% | Add +31.8% | 2,902 | $333K |
| Aristeia Capital, L.L.C. | 0.02% | Reduce -61.3% | 2,513 | $330K |
| Focus Partners Wealth | 0.00% | Add +17.5% | 2,461 | $323K |
| Greenleaf Trust | 0.00% | Add +5.0% | 2,374 | $311K |
| Coldstream Capital Management Inc. | 0.01% | Add +4.5% | 2,340 | $307K |
| Townsquare Capital LLC | 0.00% | Add +7.5% | 2,320 | $304K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 2,250 | $295K |
| Stephens Inc. | 0.00% | Reduce -6.0% | 2,234 | $293K |
| First Manhattan Co. Llc. | 0.00% | Add +4.8% | 2,208 | $290K |
| Ariston Services Group | 0.25% | No change | 2,199 | $288K |
| Cynosure Group, LLC | 0.04% | Reduce -32.5% | 2,193 | $288K |
| MML Investors Services, LLC | 0.00% | Add +0.4% | 2,167 | $284K |
| Platform Technology Partners | 0.09% | New | 2,161 | $284K |
| Park Avenue Securities LLC | 0.00% | Add +1.0% | 2,153 | $282K |
| Forum Financial Management, LP | 0.00% | No change | 2,141 | $281K |
| Net Worth Advisory Group | 0.09% | Add +0.7% | 2,134 | $280K |
| Perennial Investment Advisors, LLC | 0.03% | Add +8.3% | 2,099 | $275K |
| HighPoint Advisor Group LLC | 0.01% | Add +10.4% | 1,842 | $273K |
| Prelude Capital Management, LLC | 0.02% | New | 2,046 | $268K |
| Optimize Financial Inc. | 0.20% | — | 2,019 | $265K |
| Orange Investment Advisors, Inc. | 0.03% | New | 2,000 | $262K |
| Cassaday & Co Wealth Management LLC | 0.01% | No change | 2,000 | $262K |
| Equitable Holdings, Inc. | 0.00% | New | 1,997 | $262K |
| Wedmont Private Capital | 0.01% | New | 1,946 | $261K |
| Legacy Financial Group LLC | 0.04% | New | 1,983 | $260K |
| Vontobel Holding Ltd. | 0.00% | New | 1,978 | $259K |
| Compound Planning, Inc. | 0.01% | Add +3.3% | 1,971 | $258K |
| Commerce Bank | 0.00% | Reduce -0.1% | 1,953 | $256K |
| First American Trust, FSB | 0.03% | Reduce -20.6% | 1,937 | $254K |
| Keybank National Association | 0.00% | New | 1,922 | $252K |
| Essex Financial Services, Inc. | 0.02% | Reduce -1.6% | 1,888 | $248K |
| Sterling Capital Management LLC | 0.00% | Reduce -11.5% | 1,847 | $242K |
| Vise Technologies, Inc. | 0.02% | New | 1,841 | $241K |
| Fortem Financial Group, LLC | 0.09% | Reduce -10.9% | 1,806 | $237K |
| Financial Partners Group, LLC | 0.10% | Reduce -81.3% | 1,775 | $233K |
| Penn Capital Management Company, LLC | 0.02% | Reduce -27.7% | 1,762 | $231K |
| &partners | 0.00% | New | 1,663 | $230K |
| Guggenheim Capital LLC | 0.00% | Reduce -10.9% | 1,740 | $228K |
| South Street Advisors LLC | 0.03% | New | 1,735 | $228K |
| Paulson Wealth Management Inc. | 0.06% | New | 1,716 | $225K |
| Motley Fool Asset Management LLC | 0.01% | New | 1,714 | $225K |
| Swiss Life Asset Management Ltd | 0.00% | New | 1,694 | $222K |
| Merit Financial Group, LLC | 0.00% | New | 1,666 | $218K |
| SkyOak Wealth, LLC | 0.05% | New | 1,625 | $213K |
| Dorsey Wright & Associates | 0.05% | Reduce -90.8% | 1,622 | $213K |
| Apollon Wealth Management, LLC | 0.00% | New | 1,590 | $209K |
| WoodTrust Financial Corp | 0.03% | New | 1,565 | $205K |
| Shell Asset Management Co. | 0.01% | Add +31.0% | 1,565 | $205K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 1,534 | $201K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -30.4% | 1,296 | $170K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +302.2% | 1,275 | $167K |
| Signaturefd, LLC | 0.00% | Reduce -6.0% | 1,232 | $162K |
| WASHINGTON TRUST Co | 0.01% | Reduce -0.7% | 1,231 | $161K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +13.8% | 1,138 | $149K |
| GAMMA Investing LLC | 0.01% | Add +20.2% | 1,135 | $149K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,120 | $147K |
| Addison Advisors LLC | 0.04% | No change | 1,075 | $141K |
| Fifth Third Bancorp | 0.00% | Reduce -5.6% | 1,036 | $136K |
| Geneos Wealth Management Inc. | 0.00% | Add +32.0% | 1,027 | $135K |
| Richardson Financial Services Inc. | 0.09% | Add +48.9% | 974 | $129K |
| Wolverine Asset Management LLC | 0.01% | No change | 970 | $127K |
| Cwm, LLC | 0.00% | Add +8.2% | 954 | $125K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -18.9% | 947 | $124K |
| Continuum Advisory, LLC | 0.02% | Add +2.8% | 925 | $121K |
| Caitong International Asset Management Co., Ltd | 0.11% | — | 882 | $116K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +16.4% | 839 | $110K |
| Allworth Financial LP | 0.00% | Add +1.7% | 736 | $101K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 750 | $98K |
| Quent Capital, LLC | 0.01% | No change | 729 | $96K |
| Future Financial Wealth Managment LLC | 0.07% | No change | 727 | $95K |
| Murphy & Mullick Capital Management Corp | 0.08% | — | 636 | $83K |
| Brooklyn Investment Group | 0.02% | Add +5.5% | 559 | $73K |
| UMB Bank, n.a. | 0.00% | Add +19.0% | 538 | $71K |
| Penserra Capital Management LLC | 0.00% | Reduce -2.2% | 523 | $68K |
| C M Bidwell & Associates Ltd. | 0.04% | Reduce -15.6% | 514 | $67K |
| MAI Capital Management | 0.00% | New | 512 | $67K |
| Core Alternative Capital | 0.01% | No change | 505 | $66K |
| First Community Trust NA | 0.05% | No change | 500 | $66K |
| GeoWealth Management, LLC | 0.00% | Reduce -6.2% | 457 | $60K |
| Blue Trust, Inc. | 0.00% | Reduce -64.1% | 437 | $57K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +114.4% | 418 | $57K |
| Parkside Financial Bank & Trust | 0.01% | Add +11.5% | 417 | $55K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 400 | $52K |
| Wiser Advisor Group LLC | 0.07% | No change | 387 | $51K |
| IFP Advisors, Inc | 0.00% | Reduce -76.6% | 371 | $51K |
| Larson Financial Group LLC | 0.00% | Add +25.6% | 373 | $49K |
| Private Trust Co. NA | 0.00% | Add +6.4% | 351 | $46K |
| Leonteq Securities AG | 0.00% | Reduce -38.3% | 340 | $45K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 340 | $45K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +69.2% | 318 | $42K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 317 | $42K |
| Parallel Advisors, LLC | 0.00% | Add +32.5% | 306 | $40K |
| Rise Advisors, LLC | 0.02% | No change | 303 | $40K |
| Chesapeake Asset Management LLC | 0.04% | No change | 300 | $39K |
| SRH Advisors, LLC | 0.01% | No change | 290 | $38K |
| Bessemer Group Inc. | 0.00% | Reduce -99.5% | 284 | $37K |
| Motco | 0.00% | No change | 269 | $35K |
| Smartleaf Asset Management LLC | 0.00% | Add +24.4% | 255 | $34K |
| Riverview Trust Co | 0.03% | No change | 251 | $33K |
| Farther Finance Advisors, LLC | 0.00% | Add +4.6% | 250 | $33K |
| Spire Wealth Management | 0.00% | Add +20.5% | 241 | $32K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -8.8% | 237 | $31K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 235 | $31K |
| Versant Capital Management, Inc | 0.01% | New | 218 | $29K |
| CI Investments Inc. | 0.00% | Add +2.9% | 215 | $28K |
| Westside Investment Management, Inc. | 0.01% | No change | 200 | $26K |
| Sandy Spring Bank | 0.00% | No change | 192 | $25K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 177 | $25K |
| Greenline Partners, LLC | 0.00% | New | 184 | $24K |
| AlphaMark Advisors, LLC | 0.01% | No change | 177 | $23K |
| Kapitalo Investimentos Ltda | 0.01% | New | 168 | $22K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 165 | $22K |
| Compass Wealth Management LLC | 0.00% | No change | 150 | $20K |
| Lindbrook Capital, LLC | 0.00% | Reduce -10.3% | 140 | $18K |
| Hexagon Capital Partners LLC | 0.00% | Add +7.1% | 136 | $18K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +33.7% | 127 | $17K |
| Covestor Ltd | 0.01% | Add +19.8% | 121 | $16K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | New | 115 | $15K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 110 | $14K |
| LGT Financial Advisors LLC | 0.03% | No change | 110 | $14K |
| WPG Advisers, LLC | 0.01% | — | 103 | $14K |
| Arax Advisory Partners | 0.00% | No change | 101 | $13K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 100 | $13K |
| Toth Financial Advisory Corp. | 0.00% | No change | 100 | $13K |
| Delta Asset Management LLC | 0.00% | No change | 100 | $13K |
| Bogart Wealth, LLC | 0.00% | No change | 100 | $13K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 98 | $13K |
| Signature Resources Capital Management, LLC | 0.01% | Reduce -48.1% | 96 | $13K |
| Hemington Wealth Management | 0.00% | Add +41.5% | 92 | $12K |
| Legacy Bridge, LLC | 0.01% | No change | 90 | $12K |
| First Horizon Advisors, Inc. | 0.00% | Add +54.5% | 85 | $11K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -89.1% | 81 | $11K |
| Whittier Trust Co. | 0.00% | No change | 79 | $10K |
| Smithfield Trust Co | 0.00% | No change | 75 | $10K |
| Creative Financial Designs Inc. | 0.00% | No change | 76 | $10K |
| Meeder Asset Management Inc. | 0.00% | Add +188.5% | 75 | $10K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 72 | $9K |
| Pflug Koory, LLC | 0.00% | No change | 70 | $9K |
| Key Financial Inc | 0.00% | No change | 68 | $9K |
| Avalon Trust Co | 0.00% | New | 65 | $9K |
| Pineridge Advisors LLC | 0.00% | Reduce -43.8% | 50 | $7K |
| Venturi Wealth Management, LLC | 0.00% | Add +11.4% | 49 | $6K |
| Bell Investment Advisors, Inc | 0.00% | No change | 48 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 47 | $6K |
| CENTRAL TRUST Co | 0.00% | New | 46 | $6K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 43 | $6K |
| Truvestments Capital LLC | 0.00% | No change | 43 | $6K |
| Private Wealth Management Group, LLC | 0.00% | Add +42.9% | 40 | $5K |
| Tucker Asset Management LLC | 0.00% | No change | 37 | $5K |
| Cetera Trust Company, N.A | 0.00% | No change | 35 | $5K |
| Mascoma Wealth Management LLC | 0.00% | New | 35 | $5K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 35 | $5K |
| Bayforest Capital Ltd | 0.01% | — | 33 | $4K |
| Olistico Wealth, LLC | 0.00% | No change | 30 | $4K |
| Quarry LP | 0.00% | New | 30 | $4K |
| Retirement Wealth Solutions LLC | 0.00% | — | 29 | $4K |
| Transce3nd, LLC | 0.00% | — | 26 | $3K |
| CGC Financial Services, LLC | 0.00% | No change | 25 | $3K |
| Rothschild Investment LLC | 0.00% | No change | 21 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 20 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -17.4% | 19 | $2K |
| Mather Group, Llc. | 0.00% | No change | 19 | $2K |
| Harbour Investments, Inc. | 0.00% | Reduce -18.2% | 18 | $2K |
| Red Tortoise LLC | 0.00% | No change | 17 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 17 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 16 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 16 | $2K |
| SBI Securities Co., Ltd. | 0.00% | — | 16 | $2K |
| CVA Family Office, LLC | 0.00% | Reduce -21.1% | 15 | $2K |
| TD Private Client Wealth LLC | 0.00% | No change | 12 | $2K |
| Whipplewood Advisors, LLC | 0.00% | — | 11 | $1K |
| Aviso Financial Inc. | 0.00% | No change | 11 | $1K |
| Assetmark, Inc. | 0.00% | Add +266.7% | 11 | $1K |
| Raleigh Capital Management Inc. | 0.00% | No change | 10 | $1K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | New | 10 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 8 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 9 | $1K |
| Sachetta, LLC | 0.00% | No change | 7 | $919 |
| Clearstead Advisors, LLC | 0.00% | No change | 7 | $919 |
| True Wealth Design, LLC | 0.00% | No change | 6 | $787 |
| Global Financial Private Client, LLC | 0.00% | New | 5 | $656 |
| HHM Wealth Advisors, LLC | 0.00% | New | 5 | $656 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 5 | $656 |
| Principia Wealth Advisory, LLC | 0.00% | — | 4 | $525 |
| Manchester Capital Management LLC | 0.00% | No change | 3 | $394 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 3 | $393 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -75.0% | 3 | $393 |
| WealthTrak Capital Management LLC | 0.00% | — | 2 | $263 |
| Creekmur Asset Management LLC | 0.00% | New | 2 | $262 |
| WR Wealth Planners, LLC | 0.00% | New | 2 | $262 |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 2 | $262 |
| CoreCap Advisors, LLC | 0.00% | No change | 2 | $262 |
| MV Capital Management, Inc. | 0.00% | New | 1 | $132 |
| NewSquare Capital LLC | 0.00% | New | 1 | $131 |
| High Note Wealth, LLC | 0.00% | New | 1 | $131 |
| Lazard Asset Management LLC | 0.00% | Reduce -99.9% | 6 | $0 |
"% of holder's portfolio" is XPO's weight in each manager's 13F, not the share of Xpo Inc. the manager owns.