XpoXPO
13F holders, Q1 2025 (March 31)525holders −18
63new positions
78sold out
6famous investors
$107.58avg. 13F price*
At the end of Q1 2025, 525 institutions reported holding Xpo Inc. (XPO) in their 13F filings, down 18 from Q4 2024. 63 opened new positions and 78 sold out. The largest holders were Capital Research Global Investors ($1.6B), BlackRock, Inc. ($1.3B) and MFN Partners Management, LP ($1.2B). 6 famous investors held it, including Daniel Sundheim (5.0% of D1 Capital Partners's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Xpo Inc.
- CUSIP
- 983793100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $207.6M |
| Exits | 78 | $268.9M |
All 13F filers, Q4 2024 → Q1 2025: 13,064,868 shares bought and 7,029,835 shares sold, net +6,035,033 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 525 holders
| Capital Research Global Investors | 0.34% | Add +6.4% | 14,512,007 | $1.6B |
| BlackRock, Inc. | 0.03% | Add +4.0% | 12,290,074 | $1.3B |
| MFN Partners Management, LP | 30.00% | No change | 11,425,369 | $1.2B |
| Vanguard Group Inc. | 0.02% | Reduce -0.6% | 10,969,884 | $1.2B |
| Capital World Investors | 0.17% | Add +24.8% | 9,673,779 | $1.0B |
| State Street Corp. | 0.02% | Add +1.6% | 3,658,617 | $393.6M |
| D1 Capital Partners | 5.03% | Add +50.1% | 3,052,186 | $328.4M |
| Orbis Allan Gray Ltd | 1.66% | Reduce -9.8% | 2,697,161 | $290.2M |
| Clearbridge Investments, LLC | 0.24% | Reduce -5.7% | 2,506,266 | $269.6M |
| FMR LLC | 0.02% | Reduce -4.6% | 2,486,888 | $267.5M |
| Cercano Management LLC | 6.83% | Reduce -6.2% | 2,159,973 | $232.4M |
| Geode Capital Management, LLC | 0.02% | Add +6.5% | 2,113,028 | $227.4M |
| T. Rowe Price Investment Management, Inc. | 0.15% | Add +17.4% | 2,073,352 | $223.1M |
| Durable Capital Partners LP | 1.93% | Add +246.4% | 2,005,297 | $215.7M |
| JPMorgan Chase & Co. | 0.01% | Add +115.5% | 1,634,578 | $175.8M |
| Findlay Park Partners LLP | 1.74% | Add +11.6% | 1,572,500 | $169.2M |
| Morgan Stanley | 0.01% | Reduce -1.6% | 1,522,586 | $163.8M |
| Norges Bank | 0.02% | Add +0.5% | 1,446,939 | $155.7M |
| FIL Ltd | 0.15% | Add +129.0% | 1,435,211 | $154.4M |
| Invesco Ltd. | 0.03% | Reduce -31.0% | 1,285,764 | $138.3M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -1.1% | 1,257,389 | $135.3M |
| Frontier Capital Management Co. LLC | 1.39% | Reduce -4.7% | 1,181,111 | $127.1M |
| Massachusetts Financial Services Co. | 0.04% | Reduce -6.7% | 1,174,679 | $126.4M |
| Bank of America Corp. | 0.01% | Add +18.2% | 1,042,003 | $112.1M |
| Ameriprise Financial Inc. | 0.03% | Reduce -11.4% | 1,029,108 | $110.7M |
| Northern Trust Corp. | 0.02% | Reduce -0.4% | 1,004,022 | $108.0M |
| UBS Group AG | 0.02% | Add +24.5% | 914,274 | $98.4M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.3% | 877,042 | $94.4M |
| Alliancebernstein L.P. | 0.03% | Reduce -20.8% | 831,579 | $89.5M |
| Holocene Advisors, LP | 0.26% | Reduce -6.4% | 811,634 | $87.3M |
| Hood River Capital Management LLC | 1.46% | Reduce -0.5% | 794,788 | $85.5M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.2% | 764,003 | $82.2M |
| Raymond James Financial Inc. | 0.03% | Add +9.3% | 760,086 | $81.8M |
| American Century Companies Inc. | 0.04% | Reduce -11.0% | 646,239 | $69.5M |
| Freestone Grove Partners LP | 0.61% | Add +1694.4% | 554,526 | $59.7M |
| BNP Paribas Financial Markets | 0.05% | Add +854.2% | 551,539 | $59.3M |
| Primecap Management Co. | 0.05% | Reduce -0.4% | 540,250 | $58.1M |
| Wells Fargo & Company | 0.01% | Reduce -0.6% | 529,327 | $56.9M |
| Forest Avenue Capital Management LP | 6.92% | Reduce -15.5% | 470,917 | $50.7M |
| Neuberger Berman Group LLC | 0.04% | Add +26.3% | 460,485 | $49.5M |
| Principal Financial Group Inc. | 0.03% | Reduce -8.2% | 447,893 | $48.2M |
| Groupama Asset Managment | 0.95% | Add +15.1% | 437,403 | $46.8M |
| Cartenna Capital, LP | 3.47% | New | 400,000 | $43.0M |
| Cannell & Spears LLC | 0.91% | Reduce -1.1% | 394,503 | $42.4M |
| Schroder Investment Management Group | 0.04% | New | 351,341 | $37.6M |
| Rhumbline Advisers | 0.03% | Add +0.7% | 338,680 | $36.4M |
| One Madison Group LLC | 4.73% | Add +1.4% | 336,627 | $36.2M |
| J. Goldman & Co LP | 1.24% | New | 324,240 | $34.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -13.3% | 317,377 | $34.1M |
| Douglas Lane & Associates, LLC | 0.50% | Reduce -9.8% | 316,165 | $34.0M |
| Nuveen, LLC | 0.01% | — | 315,714 | $34.0M |
| Qube Research & Technologies Ltd | 0.05% | Add +26.3% | 305,645 | $32.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +3.6% | 302,969 | $32.6M |
| Fishman Jay A Ltd. | 3.53% | Reduce -5.2% | 300,476 | $32.3M |
| Vaughan Nelson Investment Management, L.P. | 0.32% | Reduce -26.8% | 296,225 | $31.9M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +243.6% | 295,924 | $31.8M |
| Royal Bank of Canada | 0.01% | Add +11.2% | 290,272 | $31.2M |
| Hawk Ridge Capital Management LP | 1.47% | Add +15.8% | 289,588 | $31.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -39.5% | 288,679 | $31.1M |
| Federated Hermes, Inc. | 0.07% | Reduce -11.8% | 285,820 | $30.7M |
| Renaissance Technologies | 0.04% | Add +13.1% | 268,520 | $28.9M |
| Retirement Systems of Alabama | 0.10% | Add +0.5% | 248,661 | $26.8M |
| Rice Hall James & Associates, LLC | 1.55% | Reduce -1.7% | 244,775 | $26.3M |
| Swiss National Bank | 0.02% | Reduce -1.5% | 225,500 | $24.3M |
| Hudson Bay Capital Management LP | 0.18% | Add +4321.5% | 221,872 | $23.9M |
| Caisse de depot et placement du Quebec | 0.05% | Add +28.5% | 211,610 | $22.8M |
| Legal & General Group Plc | 0.01% | Add +2.4% | 190,076 | $20.4M |
| Hauser Brothers GmbH | 19.43% | Reduce -24.9% | 189,600 | $20.4M |
| First Trust Advisors LP | 0.02% | Add +3545.9% | 185,502 | $20.0M |
| Waratah Capital Advisors Ltd. | 1.35% | Add +34.4% | 184,635 | $19.9M |
| Westwood Holdings Group Inc. | 0.15% | Add +22.0% | 184,411 | $19.8M |
| Millennium Management | 0.02% | Reduce -63.8% | 172,220 | $18.5M |
| Greenstone Partners & Co., LLC | 4.86% | New | 170,009 | $18.3M |
| Arnhold LLC | 1.80% | No change | 165,739 | $17.8M |
| TD Asset Management Inc | 0.02% | Add +21.6% | 163,000 | $17.5M |
| Walleye Capital LLC | 0.21% | Add +59.0% | 160,360 | $17.3M |
| Tocqueville Asset Management L.P. | 0.25% | Add +9.7% | 142,625 | $15.3M |
| National Bank of Canada | 0.02% | Reduce -0.0% | 133,658 | $14.4M |
| California Public Employees Retirement System | 0.01% | Reduce -26.3% | 132,107 | $14.2M |
| Citigroup Inc. | 0.01% | Add +0.5% | 131,419 | $14.1M |
| Corebridge Financial, Inc. | 0.08% | Reduce -1.7% | 130,741 | $14.1M |
| Tritonpoint Wealth, LLC | 1.27% | Reduce -1.3% | 123,801 | $13.3M |
| Sei Investments Co. | 0.02% | Add +14.2% | 122,836 | $13.2M |
| New York State Teachers Retirement System | 0.03% | Reduce -0.1% | 113,999 | $12.3M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 107,544 | $11.6M |
| Arvin Capital Management LP | 4.20% | Add +24.8% | 105,849 | $11.4M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -0.3% | 104,239 | $11.2M |
| Macquarie Group Ltd. | 0.01% | Reduce -12.1% | 104,237 | $11.2M |
| Thornburg Investment Management Inc. | 0.14% | Reduce -7.2% | 95,498 | $10.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.7% | 93,023 | $10.0M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | New | 92,382 | $9.9M |
| MetLife Investment Management, LLC | 0.05% | Add +30.4% | 92,119 | $9.9M |
| Channing Capital Management, LLC | 0.29% | Reduce -18.7% | 88,538 | $9.5M |
| CANADA LIFE ASSURANCE Co | 0.02% | Reduce -6.8% | 86,311 | $9.3M |
| Barclays PLC | 0.00% | Reduce -14.7% | 85,706 | $9.2M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -14.9% | 84,308 | $9.1M |
| GCM Grosvenor Holdings, LLC | 1.37% | New | 82,300 | $8.9M |
| Redmond Asset Management, LLC | 2.16% | Add +0.5% | 77,975 | $8.4M |
| State of Wisconsin Investment Board | 0.02% | Reduce -22.2% | 75,707 | $8.1M |
| Lagoda Investment Management, L.P. | 5.17% | Reduce -1.8% | 75,455 | $8.1M |
| Castleark Management LLC | 0.28% | Add +2.3% | 74,414 | $8.0M |
| Jag Capital Management, LLC | 1.06% | Reduce -31.6% | 73,880 | $7.9M |
| Hancock Whitney Corp. | 0.26% | Add +7.5% | 73,023 | $7.9M |
| Empirical Capital Management, LLC | 5.58% | Add +30.4% | 73,000 | $7.9M |
| Oppenheimer & Co. Inc. | 0.11% | Reduce -0.3% | 70,605 | $7.6M |
| Schonfeld Strategic Advisors LLC | 0.05% | Reduce -9.3% | 68,802 | $7.4M |
| Bank of Montreal | 0.00% | Add +106.8% | 68,193 | $7.3M |
| Intech Investment Management LLC | 0.08% | Add +0.5% | 67,766 | $7.3M |
| Boothbay Fund Management, LLC | 0.26% | New | 67,449 | $7.3M |
| Nicholas Investment Partners, LP | 0.79% | Add +33.0% | 63,679 | $6.9M |
| Algert Global LLC | 0.17% | Add +33.8% | 63,318 | $6.8M |
| New York State Common Retirement Fund | 0.01% | Add +5.4% | 62,054 | $6.7M |
| Georgetown University | 2.64% | Add +240.7% | 61,253 | $6.6M |
| Voya Investment Management LLC | 0.01% | Add +3.0% | 61,037 | $6.6M |
| Squarepoint Ops LLC | 0.02% | New | 60,929 | $6.6M |
| Mutual of America Capital Management LLC | 0.07% | Reduce -1.9% | 60,342 | $6.5M |
| LPL Financial LLC | 0.00% | Reduce -23.4% | 56,867 | $6.1M |
| Amalgamated Bank | 0.05% | Reduce -1.8% | 55,890 | $6.0M |
| State of Tennessee, Department of Treasury | 0.02% | No change | 55,505 | $6.0M |
| Treasurer of the State of North Carolina | 0.02% | Add +4.1% | 52,306 | $5.6M |
| Janus Henderson Group PLC | 0.00% | Reduce -3.7% | 51,496 | $5.5M |
| Maplelane Capital, LLC | 0.49% | Add +64.9% | 49,000 | $5.3M |
| Comerica Bank | 0.02% | Reduce -14.8% | 48,216 | $5.2M |
| Woodline Partners LP | 0.03% | New | 47,580 | $5.1M |
| SummitTX Capital, L.P. | 0.22% | — | 46,895 | $5.0M |
| Victory Capital Management Inc. | 0.01% | Reduce -0.2% | 46,442 | $5.0M |
| Jane Street Group, LLC | 0.01% | Reduce -80.3% | 46,057 | $5.0M |
| HSBC Holdings PLC | 0.00% | Add +1176.0% | 44,214 | $4.7M |
| Police & Firemen's Retirement System of New Jersey | 0.05% | Add +0.5% | 41,456 | $4.5M |
| Natixis Advisors, LLC | 0.01% | Reduce -33.6% | 40,798 | $4.4M |
| Yousif Capital Management, LLC | 0.05% | Reduce -1.5% | 40,689 | $4.4M |
| Kennedy Capital Management LLC | 0.10% | Add +229.7% | 39,989 | $4.3M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -8.1% | 39,697 | $4.3M |
| Capital International Sarl | 0.10% | New | 39,330 | $4.2M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 38,441 | $4.1M |
| Gilman Hill Asset Management, LLC | 0.72% | Add +5.1% | 38,390 | $4.1M |
| Traynor Capital Management, Inc. | 0.34% | Add +21.7% | 37,746 | $4.1M |
| Gotham Asset Management | 0.03% | Add +8.9% | 37,072 | $4.0M |
| Citadel Advisors | 0.00% | Reduce -94.7% | 37,065 | $4.0M |
| Paradoxiom Capital L.P. | 2.56% | New | 36,734 | $4.0M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -10.1% | 35,924 | $3.9M |
| Capital Fund Management S.A. | 0.05% | Reduce -51.2% | 35,597 | $3.8M |
| STRS Ohio | 0.02% | Add +14.0% | 35,100 | $3.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -10.5% | 35,066 | $3.8M |
| Teachers Retirement System of the State of Kentucky | 0.03% | No change | 34,860 | $3.8M |
| Arizona State Retirement System | 0.02% | Reduce -1.2% | 33,389 | $3.6M |
| Louisiana State Employees Retirement System | 0.07% | Add +1.6% | 32,800 | $3.5M |
| Handelsbanken Fonder AB | 0.01% | No change | 32,200 | $3.5M |
| Game Creek Capital, LP | 2.15% | Reduce -5.6% | 32,000 | $3.4M |
| Moore Capital Management, LP | 0.13% | New | 31,141 | $3.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +3.1% | 30,247 | $3.3M |
| RBF Capital, LLC | 0.20% | Reduce -1.7% | 29,000 | $3.1M |
| State of Michigan Retirement System | 0.02% | Add +1.8% | 28,042 | $3.0M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.02% | Add +9.0% | 28,026 | $3.0M |
| Two Sigma Investments, LP | 0.01% | Add +0.0% | 27,703 | $3.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +0.4% | 27,489 | $3.0M |
| Stifel Financial Corp. | 0.00% | Add +1.1% | 26,922 | $2.9M |
| HighVista Strategies LLC | 1.11% | Add +4.3% | 26,880 | $2.9M |
| Capital International Ltd. | 0.12% | New | 26,095 | $2.8M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Add +0.8% | 26,068 | $2.8M |
| Lord, Abbett & Co. LLC | 0.01% | New | 26,014 | $2.8M |
| Formula Growth Ltd. | 1.13% | Reduce -13.3% | 26,000 | $2.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -3.2% | 25,063 | $2.7M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +14.2% | 24,632 | $2.7M |
| Cibc World Market Inc. | 0.01% | Add +241.1% | 24,516 | $2.6M |
| Aperture Investors, LLC | 0.39% | Add +44.6% | 24,127 | $2.6M |
| Xponance LLC | 0.03% | Add +2.5% | 24,078 | $2.6M |
| Oregon Public Employees Retirement Fund | 0.05% | Add +0.6% | 23,802 | $2.6M |
| KLP Kapitalforvaltning As | 0.01% | Reduce -0.8% | 23,500 | $2.5M |
| New Mexico Educational Retirement Board | 0.09% | No change | 23,500 | $2.5M |
| X-Square Capital, LLC | 1.09% | Add +4.2% | 23,486 | $2.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | New | 23,468 | $2.5M |
| US Bancorp \de | 0.00% | Add +3.2% | 23,089 | $2.5M |
| Ameritas Investment Partners, Inc. | 0.09% | Reduce -1.1% | 23,068 | $2.5M |
| Franklin Resources Inc. | 0.00% | Add +667.1% | 22,644 | $2.4M |
| Teacher Retirement System of Texas | 0.01% | Add +50.9% | 21,454 | $2.3M |
| Oliver Luxxe Assets LLC | 0.42% | Add +7.8% | 21,018 | $2.3M |
| Maxi Investments CY Ltd | 0.45% | New | 20,900 | $2.2M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.33% | Reduce -0.1% | 20,110 | $2.2M |
| Independent Advisor Alliance | 0.07% | Add +2.2% | 19,279 | $2.1M |
| Picton Mahoney Asset Management | 0.07% | Reduce -8.5% | 19,185 | $2.1M |
| Alberta Investment Management Corp | 0.01% | Add +159.4% | 17,900 | $1.9M |
| Baker Avenue Asset Management, LP | 0.06% | Add +2.3% | 17,636 | $1.9M |
| Pictet Asset Management Holding SA | 0.00% | Add +9.4% | 17,263 | $1.9M |
| AQR Capital Management | 0.00% | Add +7.6% | 17,654 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -91.7% | 16,771 | $1.8M |
| Sargent Investment Group, LLC | 0.28% | Add +9.3% | 16,449 | $1.8M |
| Southeastern Asset Management Inc. | 0.09% | No change | 15,980 | $1.7M |
| Mariner, LLC | 0.00% | Add +22.3% | 15,815 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.5% | 15,421 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.0% | 14,413 | $1.6M |
| Brevan Howard Capital Management LP | 0.04% | New | 13,900 | $1.5M |
| Sigma Planning Corp | 0.05% | Reduce -26.9% | 13,895 | $1.5M |
| OP Asset Management Ltd | 0.03% | — | 13,878 | $1.5M |
| Polar Asset Management Partners Inc. | 0.07% | Reduce -37.9% | 13,794 | $1.5M |
| State of Alaska, Department of Revenue | 0.02% | Add +3.4% | 13,729 | $1.5M |
| Gateway Investment Advisers LLC | 0.02% | Reduce -40.9% | 13,639 | $1.5M |
| Verition Fund Management LLC | 0.01% | Reduce -51.1% | 13,225 | $1.4M |
| Capital International, Inc. | 0.02% | New | 12,840 | $1.4M |
| Anderson Financial Strategies, LLC | 0.84% | Add +35.1% | 12,703 | $1.4M |
| Engineers Gate Manager LP | 0.02% | New | 12,581 | $1.4M |
| New York Life Investment Management LLC | 0.01% | Add +1.1% | 12,284 | $1.3M |
| Rathbones Group PLC | 0.01% | No change | 12,225 | $1.3M |
| Public Employees Retirement Association of Colorado | 0.01% | No change | 12,011 | $1.3M |
| Nemes Rush Group LLC | 0.16% | Reduce -1.5% | 11,917 | $1.3M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +1.3% | 11,757 | $1.3M |
| New Age Alpha Advisors, LLC | 0.06% | Reduce -4.0% | 11,566 | $1.2M |
| Vident Advisory, LLC | 0.02% | Add +181.6% | 11,470 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Add +3.2% | 11,416 | $1.2M |
| Danske Bank A/S | 0.00% | Add +1.3% | 11,248 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +8.6% | 11,170 | $1.2M |
| Dakota Wealth Management | 0.03% | Reduce -2.1% | 11,031 | $1.2M |
| Deutsche Bank AG | 0.00% | Add +13.5% | 10,908 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.07% | Add +23.0% | 10,905 | $1.2M |
| Fifth Third Wealth Advisors LLC | 0.06% | Add +144.5% | 10,751 | $1.2M |
| PCJ Investment Counsel Ltd. | 0.44% | Reduce -62.1% | 10,500 | $1.1M |
| Prudential Financial Inc. | 0.00% | Add +34.4% | 8,076 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +56.1% | 10,244 | $1.1M |
| Aureus Asset Management, LLC | 0.08% | No change | 10,000 | $1.1M |
| Okabena Investment Services Inc. | 0.27% | Add +22.7% | 9,948 | $1.1M |
| Pinebridge Investments, L.P. | 0.01% | Reduce -67.6% | 9,919 | $1.1M |
| Quantessence Capital LLC | 0.26% | New | 9,804 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -39.0% | 9,617 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.7% | 9,450 | $1.0M |
| Brown Advisory Inc. | 0.00% | Reduce -4.6% | 9,402 | $1.0M |
| Bryce Point Capital, LLC | 0.76% | Add +141.8% | 9,215 | $1.0M |
| Resources Management Corp. /CT/ | 0.14% | Reduce -0.6% | 9,357 | $1.0M |
| Quantinno Capital Management LP | 0.01% | Add +42.2% | 9,064 | $975K |
| Advisors Asset Management, Inc. | 0.02% | Add +67.7% | 8,986 | $967K |
| Securian Asset Management, Inc. | 0.03% | Add +1.2% | 8,904 | $958K |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +0.7% | 8,789 | $946K |
| Crossmark Global Holdings, Inc. | 0.02% | Reduce -0.0% | 8,473 | $912K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +9.0% | 8,393 | $903K |
| HighTower Advisors, LLC | 0.00% | Add +13.9% | 8,230 | $885K |
| Creative Planning | 0.00% | Add +32.8% | 8,217 | $884K |
| Middleton & Co. Inc. | 0.10% | Reduce -0.1% | 8,215 | $884K |
| First Eagle Investment Management, LLC | 0.00% | Reduce -1.3% | 7,857 | $845K |
| Jones Financial Companies LLLP | 0.00% | Add +21.4% | 7,862 | $842K |
| Fred Alger Management, LLC | 0.00% | No change | 7,774 | $836K |
| Mystic Asset Management, Inc. | 0.22% | Reduce -3.8% | 7,700 | $828K |
| United Services Automobile Association | 0.03% | New | 7,574 | $811K |
| Greenleaf Trust | 0.01% | Add +212.2% | 7,411 | $797K |
| Pacer Advisors, Inc. | 0.00% | Reduce -73.8% | 7,383 | $794K |
| E&G Advisors, LLC | 0.22% | No change | 7,350 | $791K |
| Flputnam Investment Management Co. | 0.01% | Reduce -0.4% | 7,145 | $769K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -4.4% | 7,140 | $768K |
| Lombard Odier Asset Management (USA) Corp | 0.32% | New | 7,109 | $765K |
| City Holding Co. | 0.10% | Add +7.5% | 6,646 | $715K |
| Quadrant Capital Group LLC | 0.03% | Add +138.5% | 6,594 | $709K |
| Ethic Inc. | 0.01% | Reduce -12.0% | 6,497 | $709K |
| Ostrum Asset Management | 0.04% | New | 6,475 | $697K |
| Life Planning Partners, Inc | 0.62% | No change | 6,385 | $687K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -2.7% | 6,326 | $681K |
| Sigma Investment Counselors Inc. | 0.04% | No change | 6,259 | $673K |
| Utah Retirement Systems | 0.01% | No change | 6,193 | $666K |
| Blair William & Co. | 0.00% | No change | 6,161 | $663K |
| Pinnacle Associates Ltd. | 0.01% | Add +4.0% | 6,160 | $663K |
| JBF Capital, Inc. | 0.12% | No change | 6,000 | $645K |
| Guerra Pan Advisors, LLC | 0.50% | No change | 5,911 | $636K |
| South Dakota Investment Council | 0.01% | No change | 5,906 | $635K |
| Tenon Financial LLC | 0.39% | No change | 5,844 | $629K |
| Aristeia Capital, L.L.C. | 0.04% | Add +128.4% | 5,739 | $617K |
| Ofi Invest Asset Management | 0.02% | Add +6.4% | 6,148 | $612K |
| Capital Group Investment Management Pte. LTD. | 0.12% | New | 5,618 | $604K |
| Tiaa Trust, National Association | 0.00% | Reduce -5.8% | 5,600 | $602K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | — | 5,599 | $602K |
| Whalen Wealth Management Inc. | 0.40% | Add +90.8% | 5,541 | $596K |
| Perpetual Ltd | 0.01% | No change | 5,477 | $589K |
| Regions Financial Corp. | 0.00% | Reduce -0.6% | 5,344 | $575K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -12.4% | 5,343 | $575K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.8% | 5,273 | $567K |
| Huntington National Bank | 0.01% | Add +15.4% | 5,255 | $565K |
| ProShare Advisors LLC | 0.00% | Reduce -8.0% | 5,251 | $565K |
| Webster Bank, N. A. | 0.06% | No change | 5,155 | $555K |
| Walter & Keenan Wealth Management LLC /in/ | 0.17% | Add +0.3% | 5,150 | $554K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -34.3% | 5,103 | $549K |
| KBC Group NV | 0.00% | Reduce -78.8% | 5,025 | $541K |
| Cherokee Insurance Co | 0.24% | No change | 5,000 | $538K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -14.2% | 4,982 | $536K |
| M&T Bank Corp | 0.00% | Reduce -12.0% | 4,920 | $529K |
| Amundi | 0.00% | Add +50.7% | 5,412 | $520K |
| Promethium Advisors,llc | 0.33% | Reduce -0.7% | 4,822 | $519K |
| IMA Advisory Services, Inc. | 0.06% | Add +4.3% | 4,815 | $518K |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 4,727 | $509K |
| Quintet Private Bank (Europe) S.A. | 0.03% | No change | 4,700 | $506K |
| Truist Financial Corp. | 0.00% | Reduce -3.8% | 4,674 | $503K |
| Neo Ivy Capital Management | 0.16% | New | 4,620 | $497K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -25.8% | 4,610 | $496K |
| SageView Advisory Group, LLC | 0.02% | Reduce -1.2% | 4,569 | $492K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -1.4% | 4,566 | $491K |
| Captrust Financial Advisors | 0.00% | Reduce -12.8% | 4,549 | $489K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -39.4% | 4,450 | $479K |
| Trivium Point Advisory, LLC | 0.06% | Add +22.5% | 4,418 | $475K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +0.8% | 4,344 | $467K |
| Janney Capital Management LLC | 0.03% | Reduce -8.8% | 4,301 | $463K |
| QRG Capital Management, Inc. | 0.00% | Add +12.9% | 4,245 | $457K |
| Rafferty Asset Management, LLC | 0.00% | Reduce -23.0% | 4,244 | $457K |
| Avantax Advisory Services, Inc. | 0.00% | Add +9.8% | 4,195 | $451K |
| Ballast, Inc. | 0.13% | No change | 4,173 | $449K |
| Cresset Asset Management, LLC | 0.00% | New | 4,136 | $445K |
| Patten & Patten Inc. | 0.03% | No change | 4,100 | $441K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +11.6% | 4,062 | $437K |
| Shelton Capital Management | 0.01% | Reduce -7.7% | 4,057 | $436K |
| Supplemental Annuity Collective Trust of NJ | 0.14% | No change | 4,000 | $430K |
| Arlington Trust Co LLC | 0.09% | No change | 4,000 | $430K |
| Emerald Advisers, LLC | 0.02% | Reduce -5.3% | 3,922 | $422K |
| Argent Trust Co | 0.02% | Reduce -1.9% | 3,865 | $416K |
| Teza Capital Management LLC | 0.19% | New | 3,854 | $415K |
| Stablepoint Partners, LLC | 0.07% | Add +3.3% | 3,771 | $406K |
| Vontobel Holding Ltd. | 0.00% | Add +88.0% | 3,719 | $400K |
| Grandview Asset Management LLC | 0.15% | Add +39.0% | 3,702 | $398K |
| Dark Forest Capital Management LP | 0.02% | New | 3,685 | $396K |
| Tidal Investments LLC | 0.00% | Reduce -35.6% | 3,678 | $396K |
| Shell Asset Management Co. | 0.02% | Add +131.7% | 3,626 | $390K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.8% | 4,243 | $388K |
| CIBC Asset Management Inc | 0.00% | Add +2.0% | 3,594 | $387K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -32.2% | 3,571 | $384K |
| Sherbrooke Park Advisers LLC | 0.18% | New | 3,559 | $383K |
| Magnetar Financial LLC | 0.01% | New | 3,517 | $378K |
| Brighton Jones LLC | 0.01% | New | 3,354 | $361K |
| Principal Securities, Inc. | 0.01% | No change | 2,701 | $354K |
| Townsquare Capital LLC | 0.00% | Add +35.1% | 3,135 | $337K |
| Anchor Capital Advisors LLC | 0.01% | No change | 3,120 | $336K |
| Gables Capital Management Inc. | 0.17% | Reduce -1.6% | 3,119 | $336K |
| Oxford Asset Management LLP | 0.16% | New | 3,119 | $336K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 3,096 | $333K |
| Wolverine Trading, LLC | 0.01% | Reduce -76.9% | 3,090 | $331K |
| Gsa Capital Partners LLP | 0.03% | New | 3,072 | $330K |
| Geneos Wealth Management Inc. | 0.01% | Add +194.1% | 3,020 | $325K |
| Praxis Investment Management Inc. | 0.02% | No change | 3,010 | $324K |
| DNB Asset Management AS | 0.00% | New | 2,968 | $319K |
| PFG Investments, LLC | 0.02% | Reduce -7.2% | 2,954 | $318K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -89.4% | 2,918 | $314K |
| Guggenheim Capital LLC | 0.00% | Add +67.3% | 2,911 | $313K |
| Bayesian Capital Management, LP | 0.05% | New | 2,900 | $312K |
| Cynosure Group, LLC | 0.04% | Add +31.9% | 2,893 | $311K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -1.1% | 2,809 | $302K |
| Equitable Holdings, Inc. | 0.00% | Add +37.0% | 2,735 | $294K |
| Profund Advisors LLC | 0.01% | Reduce -2.7% | 2,698 | $290K |
| Legato Capital Management LLC | 0.04% | Reduce -8.9% | 2,629 | $283K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +3547.2% | 2,626 | $283K |
| Embree Financial Group | 0.05% | No change | 2,595 | $279K |
| AE Wealth Management LLC | 0.00% | Reduce -32.3% | 2,581 | $278K |
| Focus Partners Wealth | 0.00% | Add +2.1% | 2,512 | $270K |
| Penn Capital Management Company, LLC | 0.03% | Add +39.1% | 2,451 | $264K |
| Private Advisor Group, LLC | 0.00% | Reduce -12.8% | 2,440 | $262K |
| Park Avenue Securities LLC | 0.00% | Add +12.9% | 2,431 | $262K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -7.9% | 2,434 | $262K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -7.9% | 2,434 | $262K |
| Challenger Wealth Management | 0.20% | New | 2,320 | $250K |
| SG Americas Securities, LLC | 0.00% | New | 2,294 | $247K |
| Sowell Financial Services LLC | 0.01% | New | 2,292 | $247K |
| Essex Financial Services, Inc. | 0.02% | Add +20.5% | 2,275 | $245K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 2,250 | $242K |
| Ariston Services Group | 0.20% | No change | 2,199 | $237K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -7.3% | 2,169 | $233K |
| Net Worth Advisory Group | 0.07% | Add +1.4% | 2,164 | $233K |
| Stephens Inc. | 0.00% | Reduce -3.5% | 2,156 | $232K |
| Forum Financial Management, LP | 0.00% | Add +0.3% | 2,147 | $231K |
| First Manhattan Co. Llc. | 0.00% | Reduce -4.6% | 2,106 | $227K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +3.9% | 2,078 | $224K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -1.2% | 2,074 | $223K |
| MML Investors Services, LLC | 0.00% | Reduce -5.5% | 2,047 | $220K |
| Fiduciary Family Office, LLC | 0.07% | New | 2,000 | $215K |
| Legacy Financial Group LLC | 0.03% | No change | 1,983 | $213K |
| Motley Fool Asset Management LLC | 0.01% | Add +13.7% | 1,949 | $210K |
| Optimize Financial Inc. | 0.08% | Reduce -3.9% | 1,940 | $209K |
| Keybank National Association | 0.00% | Add +0.9% | 1,939 | $209K |
| Commerce Bank | 0.00% | Reduce -0.9% | 1,936 | $208K |
| Wedmont Private Capital | 0.01% | Add +11.9% | 2,177 | $204K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +48.3% | 1,891 | $203K |
| HB Wealth Management, LLC | 0.00% | New | 1,887 | $203K |
| Corient Private Wealth LP | 0.00% | Reduce -63.5% | 1,881 | $202K |
| Evergreen Capital Management LLC | 0.01% | New | 1,880 | $202K |
| Ground Swell Capital, LLC | 0.47% | New | 1,875 | $202K |
| GAMMA Investing LLC | 0.01% | Add +57.0% | 1,782 | $192K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +23.7% | 1,603 | $172K |
| Signaturefd, LLC | 0.00% | Add +10.6% | 1,363 | $147K |
| Fifth Third Bancorp | 0.00% | Add +15.4% | 1,196 | $129K |
| Continuum Advisory, LLC | 0.02% | Add +22.7% | 1,135 | $122K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,120 | $120K |
| Wolverine Asset Management LLC | 0.01% | Add +15.3% | 1,118 | $120K |
| Cwm, LLC | 0.00% | Add +16.8% | 1,114 | $120K |
| Addison Advisors LLC | 0.03% | No change | 1,075 | $116K |
| UMB Bank, n.a. | 0.00% | Add +97.4% | 1,062 | $114K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +26.3% | 1,060 | $114K |
| Richardson Financial Services Inc. | 0.08% | Add +3.6% | 1,009 | $109K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -12.1% | 1,000 | $108K |
| Group One Trading LLC | 0.00% | New | 884 | $95K |
| Archer Investment Corp | 0.02% | New | 850 | $91K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -17.3% | 783 | $84K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 750 | $81K |
| Future Financial Wealth Managment LLC | 0.06% | Reduce -0.6% | 723 | $78K |
| Quent Capital, LLC | 0.01% | Reduce -3.2% | 706 | $76K |
| Allworth Financial LP | 0.00% | Reduce -5.0% | 699 | $73K |
| Leonteq Securities AG | 0.01% | Add +89.4% | 644 | $69K |
| Murphy & Mullick Capital Management Corp | 0.07% | No change | 636 | $68K |
| Brooklyn Investment Group | 0.01% | Add +12.9% | 631 | $68K |
| Penserra Capital Management LLC | 0.00% | Add +4.6% | 547 | $58K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +65.7% | 527 | $57K |
| MAI Capital Management | 0.00% | Reduce -0.8% | 508 | $55K |
| Core Alternative Capital | 0.01% | No change | 505 | $54K |
| C M Bidwell & Associates Ltd. | 0.03% | Reduce -1.9% | 504 | $54K |
| First Community Trust NA | 0.05% | No change | 500 | $54K |
| Parallel Advisors, LLC | 0.00% | Add +58.8% | 486 | $52K |
| Blue Trust, Inc. | 0.00% | Add +7.3% | 469 | $50K |
| Parkside Financial Bank & Trust | 0.01% | Add +8.9% | 454 | $49K |
| Compagnie Lombard Odier SCmA | 0.00% | No change | 400 | $43K |
| Wiser Advisor Group LLC | 0.06% | No change | 387 | $42K |
| Private Trust Co. NA | 0.00% | Add +10.3% | 387 | $42K |
| IFP Advisors, Inc | 0.00% | No change | 371 | $41K |
| Sterling Capital Management LLC | 0.00% | Reduce -79.3% | 383 | $41K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 340 | $37K |
| Larson Financial Group LLC | 0.00% | Reduce -15.8% | 314 | $34K |
| Chesapeake Asset Management LLC | 0.03% | No change | 300 | $32K |
| SRH Advisors, LLC | 0.01% | No change | 290 | $31K |
| Motco | 0.00% | Add +1.9% | 274 | $29K |
| Farther Finance Advisors, LLC | 0.00% | Add +4.4% | 261 | $28K |
| Bessemer Group Inc. | 0.00% | Reduce -10.6% | 254 | $28K |
| Riverview Trust Co | 0.03% | No change | 251 | $27K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +3.8% | 246 | $26K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +89.0% | 240 | $26K |
| Spire Wealth Management | 0.00% | Reduce -1.2% | 238 | $26K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 235 | $25K |
| SouthState Bank Corp | 0.00% | New | 235 | $25K |
| Rise Advisors, LLC | 0.01% | Reduce -26.1% | 224 | $24K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -14.9% | 217 | $23K |
| Natixis | 0.00% | Reduce -100.0% | 209 | $22K |
| CI Investments Inc. | 0.00% | Reduce -3.3% | 208 | $22K |
| Westside Investment Management, Inc. | 0.00% | No change | 200 | $22K |
| Optiver Holding B.V. | 0.00% | New | 196 | $21K |
| Sandy Spring Bank | 0.00% | No change | 192 | $21K |
| Greenline Partners, LLC | 0.00% | No change | 184 | $20K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 177 | $19K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 165 | $18K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -50.2% | 158 | $17K |
| Versant Capital Management, Inc | 0.00% | Reduce -30.7% | 151 | $16K |
| Compass Wealth Management LLC | 0.00% | No change | 150 | $16K |
| Lindbrook Capital, LLC | 0.00% | Add +0.7% | 141 | $15K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 121 | $13K |
| Covestor Ltd | 0.01% | Add +1.6% | 123 | $13K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -15.4% | 115 | $12K |
| Fuller & Thaler Asset Management, Inc. | 0.00% | No change | 115 | $12K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 110 | $12K |
| Bogart Wealth, LLC | 0.00% | Add +4.0% | 104 | $11K |
| Hemington Wealth Management | 0.00% | Add +15.2% | 106 | $11K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 100 | $11K |
| Toth Financial Advisory Corp. | 0.00% | No change | 100 | $11K |
| LMR Partners LLP | 0.00% | New | 100 | $11K |
| WASHINGTON TRUST Co | 0.00% | Reduce -92.0% | 99 | $11K |
| WPG Advisers, LLC | 0.01% | Reduce -4.8% | 98 | $11K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 98 | $11K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 96 | $10K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Add +2.5% | 83 | $10K |
| Legacy Bridge, LLC | 0.01% | No change | 90 | $10K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +85.1% | 87 | $9K |
| Creative Financial Designs Inc. | 0.00% | Add +11.8% | 85 | $9K |
| First Horizon Advisors, Inc. | 0.00% | No change | 85 | $9K |
| Whittier Trust Co. | 0.00% | No change | 79 | $8K |
| Smithfield Trust Co | 0.00% | No change | 75 | $8K |
| Canada Pension Plan Investment Board | 0.00% | New | 72 | $8K |
| Pflug Koory, LLC | 0.00% | No change | 70 | $8K |
| Key Financial Inc | 0.00% | No change | 68 | $7K |
| Greykasell Wealth Strategies, Inc. | 0.00% | New | 60 | $6K |
| Pineridge Advisors LLC | 0.00% | Add +20.0% | 60 | $6K |
| Meeder Asset Management Inc. | 0.00% | Reduce -26.7% | 55 | $6K |
| Vision Financial Markets LLC | 0.01% | New | 50 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 48 | $5K |
| CENTRAL TRUST Co | 0.00% | No change | 46 | $5K |
| Truvestments Capital LLC | 0.00% | No change | 43 | $5K |
| Cetera Trust Company, N.A | 0.00% | No change | 35 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 35 | $4K |
| Olistico Wealth, LLC | 0.00% | No change | 30 | $3K |
| Retirement Wealth Solutions LLC | 0.00% | No change | 29 | $3K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -30.0% | 28 | $3K |
| Hantz Financial Services, Inc. | 0.00% | New | 28 | $3K |
| Transce3nd, LLC | 0.00% | No change | 26 | $3K |
| CGC Financial Services, LLC | 0.00% | No change | 25 | $3K |
| CVA Family Office, LLC | 0.00% | Add +60.0% | 24 | $3K |
| Assetmark, Inc. | 0.00% | Add +118.2% | 24 | $3K |
| Binnacle Investments Inc | 0.00% | — | 22 | $2K |
| Rothschild Investment LLC | 0.00% | No change | 21 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 20 | $2K |
| Garde Capital, Inc. | 0.00% | New | 20 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 19 | $2K |
| Mather Group, Llc. | 0.00% | No change | 19 | $2K |
| Nova Wealth Management, Inc. | 0.00% | New | 18 | $2K |
| Global Financial Private Client, LLC | 0.00% | Add +260.0% | 18 | $2K |
| Red Tortoise LLC | 0.00% | No change | 17 | $2K |
| Raffa Wealth Management, LLC | 0.00% | No change | 17 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Add +6.3% | 17 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 16 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 16 | $2K |
| Harbour Investments, Inc. | 0.00% | Reduce -11.1% | 16 | $2K |
| Arax Advisory Partners | 0.00% | Reduce -87.1% | 13 | $1K |
| Bare Financial Services, Inc | 0.00% | New | 12 | $1K |
| CoreCap Advisors, LLC | 0.00% | Add +500.0% | 12 | $1K |
| TD Private Client Wealth LLC | 0.00% | No change | 12 | $1K |
| Whipplewood Advisors, LLC | 0.00% | Add +27.3% | 14 | $1K |
| ORG Partners LLC | 0.00% | New | 10 | $1K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 10 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 9 | $1K |
| Hughes Financial Services, LLC | 0.00% | New | 9 | $983 |
| True Wealth Design, LLC | 0.00% | Add +33.3% | 8 | $861 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 8 | $861 |
| Sachetta, LLC | 0.00% | No change | 7 | $754 |
| Clearstead Advisors, LLC | 0.00% | No change | 7 | $754 |
| AdvisorNet Financial, Inc | 0.00% | Add +100.0% | 6 | $645 |
| Cornerstone Planning Group LLC | 0.00% | New | 6 | $600 |
| Cromwell Holdings LLC | 0.00% | New | 5 | $538 |
| HHM Wealth Advisors, LLC | 0.00% | No change | 5 | $538 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 5 | $538 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 3 | $323 |
| HFM Investment Advisors, LLC | 0.00% | — | 3 | $323 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 3 | $322 |
| Manchester Capital Management LLC | 0.00% | Reduce -33.3% | 2 | $216 |
| MV Capital Management, Inc. | 0.00% | Add +100.0% | 2 | $216 |
| NewSquare Capital LLC | 0.00% | Add +100.0% | 2 | $215 |
| Financial Management Professionals, Inc. | 0.00% | New | 2 | $215 |
| Private Wealth Asset Management, LLC | 0.00% | — | 2 | $215 |
| WealthTrak Capital Management LLC | 0.00% | Reduce -50.0% | 1 | $108 |
| High Note Wealth, LLC | 0.00% | No change | 1 | $108 |
| Highline Wealth Partners LLC | 0.00% | New | 1 | $108 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -75.0% | 1 | $106 |
| Lazard Asset Management LLC | 0.00% | Reduce -16.7% | 5 | $0 |
"% of holder's portfolio" is XPO's weight in each manager's 13F, not the share of Xpo Inc. the manager owns.