XpoXPO

13F holders, Q1 2026 (March 31)
674holders +88
127new positions
39sold out
8famous investors
$194.36avg. 13F price*

At the end of Q1 2026, 674 institutions reported holding Xpo Inc. (XPO) in their 13F filings, up 88 from Q4 2025. 127 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($2.4B), MFN Partners Management, LP ($2.2B) and Capital Research Global Investors ($1.9B). 8 famous investors held it, including Daniel Sundheim (2.2% of D1 Capital Partners's portfolio), Ken Griffin (0.2% 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

0200400600800 Q1 2024: 525Q1 2024Q2 2024: 508Q2 2024Q3 2024: 530Q3 2024Q4 2024: 543Q4 2024Q1 2025: 525Q1 2025Q2 2025: 545Q2 2025Q3 2025: 543Q3 2025Q4 2025: 586Q4 2025Q1 2026: 674Q1 2026Q2 2026: 752Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions127$644.9M
Exits39$287.8M

All 13F filers, Q4 2025 → Q1 2026: 11,487,680 shares bought and 17,735,469 shares sold, net −6,247,789 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 674 holders

BlackRock, Inc. 0.04% Add +4.5% 12,167,246 $2.4B
MFN Partners Management, LP 49.06% No change 11,425,369 $2.2B
Capital Research Global Investors 0.29% Reduce -14.1% 9,588,191 $1.9B
Capital World Investors 0.15% Reduce -44.8% 5,778,228 $1.1B
Vanguard Capital Management LLC 0.02% — 5,060,285 $984.5M
Invesco Ltd. 0.09% Reduce -22.5% 4,831,614 $940.0M
Vanguard Portfolio Management LLC 0.05% — 4,746,471 $923.4M
FMR LLC 0.04% Add +24.0% 3,604,998 $701.4M
State Street Corp. 0.02% Add +2.1% 3,582,960 $697.1M
Orbis Allan Gray Ltd 2.80% Reduce -6.7% 3,409,092 $663.2M
Durable Capital Partners LP 5.88% Reduce -25.7% 2,935,934 $571.2M
T. Rowe Price Investment Management, Inc. 0.37% Reduce -5.8% 2,787,012 $542.2M
Clearbridge Investments, LLC 0.47% Reduce -6.7% 2,772,656 $539.4M
Bessemer Group Inc. 0.74% Add +115.9% 2,420,899 $471.0M
Geode Capital Management, LLC 0.03% Add +3.1% 2,182,817 $424.8M
D1 Capital Partners 2.23% Reduce -36.7% 1,287,630 $250.5M
Holocene Advisors, LP 0.59% Add +2.8% 1,249,431 $243.1M
Findlay Park Partners LLP 3.22% Reduce -16.0% 1,189,000 $231.3M
Goldman Sachs Group Inc. 0.03% Add +113.3% 1,186,334 $230.8M
Hood River Capital Management LLC 2.26% Add +0.9% 1,159,830 $225.6M
Citadel Advisors 0.16% Add +123.6% 1,157,714 $225.2M
Dimensional Fund Advisors LP 0.04% Reduce -6.7% 1,111,192 $216.1M
Morgan Stanley 0.01% Reduce -14.0% 1,026,370 $199.7M
Northern Trust Corp. 0.03% Add +2.7% 978,028 $190.3M
Capital International Investors 0.04% New 925,663 $180.1M
FIL Ltd 0.14% Reduce -33.1% 914,362 $177.9M
Charles Schwab Investment Management Inc. 0.03% Add +3.3% 911,070 $177.2M
Millennium Management 0.12% Add +9645.1% 761,966 $148.2M
Cercano Management LLC 6.36% Reduce -61.1% 756,536 $147.2M
Vanguard Fiduciary Trust Co. 0.04% — 726,195 $141.3M
Bank of New York Mellon Corp 0.03% Add +0.9% 716,747 $139.4M
Groupama Asset Managment 1.87% Add +0.7% 653,083 $127.1M
Frontier Capital Management Co. LLC 1.30% Reduce -9.5% 652,073 $126.9M
Westfield Capital Management Co. LP 0.47% Reduce -21.0% 571,992 $111.3M
Primecap Management Co. 0.09% Reduce -0.2% 568,334 $110.6M
UBS Group AG 0.02% Reduce -56.2% 513,201 $99.8M
Raymond James Financial Inc. 0.03% Reduce -37.9% 519,384 $99.1M
Massachusetts Financial Services Co. 0.03% Add +99.2% 477,648 $96.1M
Qube Research & Technologies Ltd 0.13% Add +752.3% 457,477 $89.0M
Bank of America Corp. 0.01% Add +4.9% 447,301 $87.0M
Balyasny Asset Management L.P. 0.18% Add +828.5% 441,014 $85.8M
Wells Fargo & Company 0.02% Reduce -7.6% 403,637 $78.5M
Allspring Global Investments Holdings, LLC 0.13% Add +358.6% 391,800 $77.7M
Jane Street Group, LLC 0.08% Add +228.0% 389,533 $75.8M
American Century Companies Inc. 0.04% Add +41.5% 368,133 $71.6M
Wellington Management Group LLP 0.01% Reduce -42.0% 350,004 $68.1M
One Madison Group LLC 7.57% Reduce -7.5% 336,700 $65.5M
JPMorgan Chase & Co. 0.00% Add +1.1% 335,117 $62.5M
Maple Rock Capital Partners Inc. 2.03% New 320,242 $62.3M
Lord, Abbett & Co. LLC 0.21% New 310,155 $60.3M
Rhumbline Advisers 0.05% Add +2.4% 300,972 $58.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +0.1% 297,805 $57.9M
Ameriprise Financial Inc. 0.01% Reduce -39.3% 296,961 $57.8M
BNP Paribas Financial Markets 0.04% Reduce -34.4% 288,249 $56.1M
Fishman Jay A Ltd. 4.94% Reduce -4.7% 284,261 $55.3M
Squarepoint Ops LLC 0.12% New 281,678 $54.8M
Polar Capital Holdings Plc 0.23% Add +329.2% 264,812 $51.5M
Alliancebernstein L.P. 0.02% Add +126.1% 375,127 $51.0M
Principal Financial Group Inc. 0.03% Reduce -15.2% 261,784 $50.9M
Douglas Lane & Associates, LLC 0.69% Reduce -4.8% 244,499 $47.6M
Swiss National Bank 0.03% Add +0.9% 234,300 $45.6M
Federated Hermes, Inc. 0.07% Reduce -15.2% 233,300 $45.4M
Nuveen, LLC 0.01% Reduce -0.2% 230,739 $44.9M
Rice Hall James & Associates, LLC 2.43% Add +2.3% 224,299 $43.6M
Retirement Systems of Alabama 0.14% Add +1.3% 216,377 $42.1M
Royal Bank of Canada 0.01% Reduce -6.2% 212,792 $41.4M
Schonfeld Strategic Advisors LLC 0.33% Add +107.3% 204,897 $39.9M
California Public Employees Retirement System 0.02% Add +20.3% 197,850 $38.5M
Two Sigma Investments, LP 0.03% Reduce -3.6% 188,622 $36.7M
Border to Coast Pensions Partnership Ltd 0.61% New 184,721 $36.0M
Citigroup Inc. 0.02% Add +175.0% 182,075 $35.4M
Sei Investments Co. 0.03% Reduce -0.1% 179,199 $34.9M
Renaissance Technologies 0.05% Add +73.3% 178,720 $34.8M
T. Rowe Price Associates Inc. 0.00% Add +7.4% 177,086 $34.5M
TD Asset Management Inc 0.03% Reduce -15.3% 176,000 $34.2M
Vaughan Nelson Investment Management, L.P. 0.34% Reduce -9.5% 173,964 $33.8M
Baird Financial Group, Inc. 0.05% Reduce -22.1% 169,033 $32.9M
Legal & General Group Plc 0.01% Reduce -9.7% 166,548 $32.4M
California State Teachers Retirement System 0.03% Add +22.2% 136,161 $26.5M
Envestnet Asset Management Inc. 0.01% Add +23.4% 135,132 $26.3M
Picton Mahoney Asset Management 0.27% Reduce -27.6% 132,878 $25.9M
Arnhold LLC 1.88% No change 131,100 $25.5M
Interval Partners, LP 0.86% New 128,857 $25.1M
Voloridge Investment Management, LLC 0.10% New 127,957 $24.9M
Westwood Holdings Group Inc. 0.18% Reduce -27.3% 124,399 $24.2M
National Bank of Canada 0.02% Reduce -1.5% 119,431 $23.2M
Jain Global LLC 0.29% Reduce -26.9% 111,290 $21.7M
LPL Financial LLC 0.01% Add +54.0% 111,096 $21.6M
VANGUARD ASSET MANAGEMENT, Ltd 0.02% — 105,884 $20.6M
New York State Teachers Retirement System 0.04% Reduce -4.6% 102,222 $19.9M
Slate Path Capital LP 0.29% New 100,600 $19.6M
Nomura Asset Management International Inc. 0.03% Reduce -32.1% 99,538 $19.4M
Driehaus Capital Management LLC 0.14% New 97,914 $19.0M
State Board of Administration of Florida Retirement System 0.03% Reduce -0.4% 95,716 $18.6M
Tritonpoint Wealth, LLC 1.98% Reduce -2.4% 95,172 $18.5M
Russell Investments Group, Ltd. 0.02% Add +27.6% 93,183 $18.1M
Tocqueville Asset Management L.P. 0.26% Reduce -1.5% 91,707 $17.8M
Hawk Ridge Capital Management LP 0.64% Reduce -53.4% 90,388 $17.6M
Neuberger Berman Group LLC 0.01% Add +703.3% 89,638 $17.4M
State of Wisconsin Investment Board 0.04% Reduce -12.1% 87,988 $17.1M
Brevan Howard Capital Management LP 0.17% New 85,603 $16.7M
MetLife Investment Management, LLC 0.08% Reduce -6.5% 82,185 $16.0M
Worldquant Millennium Advisors LLC 0.06% New 78,169 $15.2M
First Trust Advisors LP 0.01% Add +60.5% 77,785 $15.1M
Walleye Capital LLC 0.10% New 73,290 $14.3M
Barclays PLC 0.00% Reduce -58.6% 68,827 $13.4M
Algert Global LLC 0.20% Add +44.6% 68,823 $13.4M
CANADA LIFE ASSURANCE Co 0.02% Reduce -0.3% 67,692 $13.2M
Jag Capital Management, LLC 1.43% Add +1365.8% 65,301 $12.7M
Intech Investment Management LLC 0.12% Add +8.8% 64,269 $12.5M
Gotham Asset Management 0.04% Reduce -16.8% 64,143 $12.5M
Natixis Advisors, LLC 0.02% Add +28.5% 64,028 $12.5M
Nicholas Investment Partners, LP 1.01% No change 63,679 $12.4M
HRT Financial LP 0.03% Add +1499.5% 63,450 $12.3M
Public Employees Retirement System of Ohio 0.04% Reduce -16.8% 63,422 $12.3M
Thornburg Investment Management Inc. 0.13% Reduce -26.6% 62,018 $12.1M
Oppenheimer & Co. Inc. 0.15% Reduce -0.9% 61,556 $12.0M
New York State Common Retirement Fund 0.02% Add +1.7% 61,289 $11.9M
Manufacturers Life Insurance Company, The 0.01% Reduce -6.7% 59,595 $11.6M
Channing Capital Management, LLC 0.30% Reduce -19.2% 59,459 $11.6M
Amalgamated Bank 0.08% Reduce -0.7% 53,541 $10.4M
Janus Henderson Group PLC 0.01% Add +2.9% 53,213 $10.4M
Quantinno Capital Management LP 0.02% Add +66.9% 53,089 $10.3M
Davidson Kempner Capital Management LP 0.27% New 50,000 $9.7M
Lagoda Investment Management, L.P. 5.96% Reduce -27.6% 49,700 $9.7M
Treasurer of the State of North Carolina 0.03% Add +2.2% 49,075 $9.5M
Police & Firemen's Retirement System of New Jersey 0.08% Add +0.7% 48,887 $9.5M
State of Tennessee, Department of Treasury 0.03% Add +7.0% 48,861 $9.5M
Vanguard Global Advisers, LLC 0.01% — 48,773 $9.5M
Trexquant Investment LP 0.06% Add +369.4% 45,131 $8.8M
Mutual of America Capital Management LLC 0.10% Reduce -8.1% 44,893 $8.7M
Schroder Investment Management Group 0.01% Add +41.2% 46,585 $8.7M
Janney Montgomery Scott LLC 0.02% Add +7.3% 43,524 $8.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +19.7% 43,435 $8.5M
Susquehanna International Group, LLP 0.01% Reduce -53.6% 41,753 $8.1M
Steadfast Capital Management LP 0.31% Reduce -67.2% 41,703 $8.1M
Stifel Financial Corp. 0.01% Reduce -1.6% 40,589 $7.9M
State of New Jersey Common Pension Fund D 0.03% No change 40,465 $7.9M
Man Group plc 0.02% New 40,285 $7.8M
Cibc World Market Inc. 0.01% Add +2177.7% 39,723 $7.7M
Jones Financial Companies LLLP 0.00% Add +321.7% 39,913 $7.5M
Victory Capital Management Inc. 0.00% Reduce -4.9% 38,529 $7.5M
Handelsbanken Fonder AB 0.02% Add +9.1% 37,000 $7.2M
Traynor Capital Management, Inc. 0.41% Reduce -2.6% 37,011 $6.9M
Capital International Sarl 0.11% Reduce -21.7% 35,460 $6.9M
Yousif Capital Management, LLC 0.08% Reduce -5.0% 34,980 $6.8M
Agman Capital LLC 5.41% Reduce -15.9% 34,960 $6.8M
iA Global Asset Management Inc. 0.10% Reduce -61.7% 34,880 $6.8M
Teachers Retirement System of the State of Kentucky 0.05% No change 34,860 $6.8M
Redmond Asset Management, LLC 1.84% Reduce -36.8% 34,682 $6.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +38.0% 34,332 $6.7M
Aquatic Capital Management LLC 0.19% New 34,129 $6.6M
Louisiana State Employees Retirement System 0.12% Add +4.6% 34,000 $6.6M
Fifth Third Bancorp 0.01% Add +3005.8% 33,884 $6.6M
Gilman Hill Asset Management, LLC 0.99% Reduce -26.6% 33,784 $6.6M
Mawer Investment Management Ltd. 0.04% New 33,010 $6.4M
Arizona State Retirement System 0.04% Reduce -0.7% 32,263 $6.3M
Verition Fund Management LLC 0.06% Add +33.4% 32,087 $6.2M
Partners Group Holding AG 0.45% Reduce -26.1% 30,934 $6.0M
Shellback Capital, LP 0.83% New 30,000 $5.8M
J. Goldman & Co LP 0.27% New 29,969 $5.8M
Game Creek Capital, LP 2.21% Reduce -12.9% 29,600 $5.8M
Vanguard Investments Australia, Ltd. 0.02% — 29,569 $5.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.03% Reduce -0.1% 29,352 $5.7M
RBF Capital, LLC 0.28% No change 29,000 $5.6M
Bank of Montreal 0.00% Reduce -54.5% 28,992 $5.6M
State of Michigan Retirement System 0.03% Add +1.4% 28,142 $5.5M
Waratah Capital Advisors Ltd. 0.49% Add +1052.7% 28,046 $5.5M
K.J. Harrison & Partners Inc 0.90% No change 28,000 $5.4M
Greenstone Partners & Co., LLC 1.36% Reduce -85.7% 27,715 $5.4M
Spire Wealth Management 0.18% Add +13560.5% 27,321 $5.3M
AQR Capital Management 0.00% Reduce -21.0% 27,200 $5.2M
STRS Ohio 0.02% Reduce -37.2% 26,842 $5.2M
KLP Kapitalforvaltning As 0.02% Add +2.3% 26,400 $5.1M
Thrivent Financial for Lutherans 0.01% Reduce -0.1% 26,394 $5.1M
XTX Topco Ltd 0.09% Add +9.0% 26,378 $5.1M
Northwestern Mutual Investment Management Company, LLC 0.08% Reduce -0.1% 26,244 $5.1M
Castleark Management LLC 0.17% Reduce -52.4% 25,849 $5.0M
Bridgewater Associates 0.02% Reduce -24.1% 25,191 $4.9M
New Mexico Educational Retirement Board 0.15% Add +4.7% 24,600 $4.8M
Oliver Luxxe Assets LLC 0.70% Add +1.3% 24,160 $4.7M
Oregon Public Employees Retirement Fund 0.06% Add +2.4% 24,061 $4.7M
Citizens Financial Group Inc. 0.06% Reduce -2.1% 23,530 $4.6M
X-Square Capital, LLC 1.54% Add +1.9% 23,527 $4.6M
Hudson Bay Capital Management LP 0.03% Reduce -69.8% 23,189 $4.5M
Formula Growth Ltd. 2.02% No change 23,000 $4.5M
Pathstone Holdings, LLC 0.02% Add +3.5% 21,922 $4.3M
Pinebridge Investments LLC 0.04% New 21,618 $4.2M
Ameritas Investment Partners, Inc. 0.13% Add +0.3% 21,581 $4.2M
Panagora Asset Management Inc. 0.02% New 21,092 $4.1M
Steward Partners Investment Advisory, LLC 0.02% Add +1301.4% 20,334 $4.0M
AE Wealth Management LLC 0.02% Add +575.7% 20,162 $3.9M
4D Advisors, LLC 2.47% New 20,000 $3.9M
Catalyst Funds Management Pty Ltd 0.65% New 19,597 $3.8M
Occudo Quantitative Strategies LP 0.21% New 17,161 $3.8M
Capital International Ltd. 0.14% Reduce -26.3% 19,400 $3.8M
US Bancorp \de 0.00% Reduce -9.4% 19,266 $3.7M
CI Investments Inc. 0.02% Reduce -32.7% 19,182 $3.7M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.49% Reduce -4.6% 18,863 $3.7M
Utah Retirement Systems 0.04% Add +205.3% 18,662 $3.6M
Pictet Asset Management Holding SA 0.00% Add +7.6% 18,638 $3.6M
Corient Private Wealth LP 0.01% Add +284.9% 18,648 $3.6M
Acadian Asset Management LLC 0.01% New 18,593 $3.6M
Y-Intercept (Hong Kong) Ltd 0.07% Add +24.2% 18,300 $3.6M
HSBC Holdings PLC 0.00% Add +29.0% 18,341 $3.5M
Voya Investment Management LLC 0.00% Add +46.8% 18,030 $3.5M
Pacer Advisors, Inc. 0.01% Reduce -9.2% 18,018 $3.5M
Xponance LLC 0.02% Add +23.0% 17,427 $3.4M
DNB Asset Management AS 0.01% Add +140.6% 17,046 $3.3M
Sargent Investment Group, LLC 0.43% Reduce -2.9% 16,954 $3.3M
Guggenheim Capital LLC 0.03% Add +54.9% 16,898 $3.3M
Jefferies Financial Group Inc. 0.04% New 16,423 $3.2M
LMR Partners LLP 0.04% New 16,146 $3.1M
Independent Advisor Alliance 0.03% Reduce -11.5% 15,673 $3.0M
Baker Avenue Asset Management, LP 0.07% Reduce -9.3% 15,427 $3.0M
Cetera Investment Advisers 0.00% Add +18.5% 15,313 $3.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.02% Add +174.6% 15,099 $2.9M
Virtu Financial LLC 0.12% Reduce -7.7% 15,041 $2.9M
New York Life Investment Management LLC 0.02% Add +40.8% 14,802 $2.9M
Vanguard Personalized Indexing Management, LLC 0.03% Add +4.4% 14,392 $2.8M
Creative Planning 0.00% Add +18.6% 14,077 $2.7M
PensionDanmark Pensionsforsikringsaktieselskab 0.03% Reduce -5.4% 13,720 $2.7M
South Dakota Investment Council 0.05% Add +13.4% 13,506 $2.6M
Allstate Corp. 0.03% New 13,348 $2.6M
Amundi 0.00% Add +108.5% 13,196 $2.6M
Osaic Holdings, Inc. 0.00% Add +19.1% 12,986 $2.5M
Entropy Technologies, LP 0.12% Add +136.1% 12,869 $2.5M
Captrust Financial Advisors 0.00% Add +25.7% 12,858 $2.5M
Landscape Capital Management, L.L.C. 0.16% New 12,766 $2.5M
Calamos Advisors LLC 0.01% Reduce -8.7% 12,752 $2.5M
Envestnet Portfolio Solutions, Inc. 0.01% Add +3.4% 12,671 $2.5M
Deutsche Bank AG 0.00% Add +1.6% 12,664 $2.5M
Teacher Retirement System of Texas 0.01% Add +219.5% 12,432 $2.4M
Commonwealth Equity Services, LLC 0.00% Reduce -4.9% 12,376 $2.4M
First Citizens Bank & Trust Co. 0.05% Add +7.7% 12,250 $2.4M
Rathbones Group PLC 0.01% No change 12,225 $2.4M
PNC Financial Services Group, Inc. 0.00% Add +9.3% 11,815 $2.3M
O'shaughnessy Asset Management, LLC 0.01% Add +23.2% 11,794 $2.3M
Quadrant Capital Group LLC 0.07% Add +4.0% 11,788 $2.3M
Public Employees Retirement Association of Colorado 0.01% No change 11,741 $2.3M
State of Alaska, Department of Revenue 0.02% Add +1.6% 11,702 $2.3M
HighTower Advisors, LLC 0.00% Add +9.3% 11,379 $2.2M
Thoroughbred Financial Services, LLC 0.13% No change 11,165 $2.2M
Fifth Third Wealth Advisors LLC 0.07% Add +6.2% 10,927 $2.1M
Capital International, Inc. 0.02% Reduce -25.9% 10,606 $2.1M
Brown Advisory Inc. 0.00% Add +20.3% 10,433 $2.0M
Marshall Wace, LLP 0.00% Add +3.5% 10,010 $1.9M
Aureus Asset Management, LLC 0.13% No change 10,000 $1.9M
Gateway Investment Advisers LLC 0.02% Reduce -53.6% 9,680 $1.9M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.9% 9,666 $1.9M
Resources Management Corp. /CT/ 0.24% Reduce -2.3% 9,312 $1.8M
Sigma Planning Corp 0.05% Reduce -4.2% 9,274 $1.8M
Parallax Volatility Advisers, L.P. 0.10% New 7,913 $1.8M
Brant Point Investment Management LLC 0.48% Reduce -9.6% 9,042 $1.8M
Ashton Thomas Private Wealth, LLC 0.04% Add +1.0% 8,999 $1.8M
HighVista Strategies LLC 0.48% Reduce -29.9% 8,923 $1.7M
Securian Asset Management, Inc. 0.07% Add +1.2% 8,655 $1.7M
Orion Porfolio Solutions, LLC 0.01% Add +190.4% 8,521 $1.7M
SG Americas Securities, LLC 0.00% Reduce -67.3% 8,465 $1.6M
Dakota Wealth Management 0.03% Reduce -44.4% 8,144 $1.6M
Graham Capital Management, L.P. 0.07% Reduce -14.9% 8,000 $1.6M
Sciencast Management LP 0.20% New 7,895 $1.5M
Swiss Life Asset Management Ltd 0.01% Add +38.9% 7,861 $1.5M
Nemes Rush Group LLC 0.15% Reduce -0.6% 7,842 $1.5M
United Capital Financial Advisors, LLC 0.01% Add +19.0% 7,680 $1.5M
Mercer Global Advisors Inc. 0.00% Add +6.9% 7,628 $1.5M
Twin Tree Management, LP 0.30% New 7,460 $1.5M
Middleton & Co. Inc. 0.16% Reduce -0.3% 7,430 $1.4M
FORA Capital, LLC 0.10% New 7,303 $1.4M
Brooklyn Investment Group 0.04% Add +79.6% 7,297 $1.4M
IMA Advisory Services, Inc. 0.14% Reduce -1.1% 7,148 $1.4M
Bison Wealth, LLC 0.14% No change 7,009 $1.4M
Federation des caisses Desjardins du Quebec 0.01% Reduce -22.8% 7,141 $1.4M
Crossmark Global Holdings, Inc. 0.02% Add +1.7% 7,109 $1.4M
Quadrature Capital Ltd 0.02% New 7,019 $1.4M
Greenleaf Trust 0.01% Add +0.2% 6,957 $1.4M
Vident Advisory, LLC 0.01% Add +27.1% 6,904 $1.3M
City Holding Co. 0.17% Reduce -2.9% 6,815 $1.3M
Sig Brokerage, LP 0.37% New 6,814 $1.3M
Hantz Financial Services, Inc. 0.02% Add +61.7% 6,806 $1.3M
Flagship Harbor Advisors, LLC 0.06% Reduce -4.2% 6,802 $1.3M
Campbell & CO Investment Adviser LLC 0.07% New 6,754 $1.3M
Nisa Investment Advisors, LLC 0.00% Add +120.4% 6,691 $1.3M
Guerra Pan Advisors, LLC 0.79% Add +10.6% 6,536 $1.3M
Agf Management Ltd. 0.01% No change 6,400 $1.2M
Qsemble Capital Management, LP 0.10% New 6,395 $1.2M
Ensign Peak Advisors, Inc 0.00% No change 6,391 $1.2M
Life Planning Partners, Inc 0.95% No change 6,385 $1.2M
Southeastern Asset Management Inc. 0.06% Reduce -51.3% 6,336 $1.2M
Emerald Advisers, LLC 0.04% Add +77.4% 6,325 $1.2M
Prudential Financial Inc. 0.00% Reduce -8.1% 6,318 $1.2M
Sigma Investment Counselors Inc. 0.06% No change 6,259 $1.2M
QRG Capital Management, Inc. 0.01% Add +21.0% 6,119 $1.2M
&partners 0.01% Add +23.5% 6,109 $1.2M
Headlands Technologies LLC 0.13% New 6,050 $1.2M
JBF Capital, Inc. 0.17% No change 6,000 $1.2M
Evergreen Capital Management LLC 0.02% Add +31.1% 5,904 $1.1M
Northwest & Ethical Investments L.P. 0.03% Reduce -27.2% 5,577 $1.1M
Tenon Financial LLC 0.45% No change 5,844 $1.1M
Maryland State Retirement & Pension System 0.02% No change 5,821 $1.1M
Retireful, LLC 1.57% New 5,736 $1.1M
Turas Capital Management LP 0.28% New 5,700 $1.1M
Mystic Asset Management, Inc. 0.26% No change 5,700 $1.1M
Cerity Partners LLC 0.00% Add +32.0% 5,605 $1.1M
Anchyra Partners LLC 0.33% Add +0.1% 5,573 $1.1M
Huntington National Bank 0.01% Reduce -1.1% 5,553 $1.1M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -49.6% 8,145 $1.1M
M&T Bank Corp 0.00% Add +5.2% 5,516 $1.1M
Odyssean, LLC 0.38% No change 5,369 $1.0M
Ofi Invest Asset Management 0.01% No change 6,148 $1.0M
Walter & Keenan Wealth Management LLC /in/ 0.29% No change 5,219 $1.0M
Perpetual Ltd 0.02% Reduce -6.0% 5,159 $1.0M
Webster Bank, N. A. 0.10% No change 5,155 $1.0M
Tidal Investments LLC 0.00% Reduce -1.2% 5,124 $997K
Bridgefront Capital, LLC 0.24% Reduce -21.1% 5,006 $974K
Empirical Capital Management, LLC 0.58% Reduce -86.5% 5,000 $973K
Cherokee Insurance Co 0.37% No change 5,000 $973K
Franklin Resources Inc. 0.00% New 4,991 $971K
Blair William & Co. 0.00% Add +0.6% 4,956 $964K
ProShare Advisors LLC 0.00% Reduce -0.1% 4,942 $961K
Truist Financial Corp. 0.00% Reduce -4.4% 4,898 $953K
Tower Research Capital LLC (TRC) 0.02% Add +16.1% 4,847 $943K
Pinnacle Associates Ltd. 0.01% Reduce -15.9% 4,844 $942K
Summit Trail Advisors, LLC 0.01% Reduce -41.0% 4,784 $931K
Promethium Advisors,llc 0.48% Reduce -1.2% 4,762 $926K
Engineers Gate Manager LP 0.01% New 4,743 $923K
Nicholas Hoffman & Company, LLC. 0.02% No change 4,727 $920K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 4,320 $919K
Quintet Private Bank (Europe) S.A. 0.06% No change 4,700 $914K
Jump Financial, LLC 0.01% New 4,672 $909K
MML Investors Services, LLC 0.00% Add +39.5% 4,670 $908K
Kingsview Wealth Management, LLC 0.01% Reduce -9.7% 4,484 $872K
Regions Financial Corp. 0.01% Reduce -7.5% 4,442 $864K
Machina Capital S.A.S. 0.17% New 4,414 $859K
Sanctuary Advisors, LLC 0.00% Add +111.8% 4,343 $845K
Centiva Capital, LP 0.04% New 4,341 $845K
Mitsubishi UFJ Trust & Banking Corp 0.00% New 4,338 $844K
Farringdon Capital, Ltd. 0.18% Reduce -24.6% 4,265 $830K
Capital Group Investment Management Pte. LTD. 0.14% Reduce -26.3% 4,261 $829K
Resonant Capital Advisors, LLC 0.04% Add +2.3% 4,193 $816K
Cresset Asset Management, LLC 0.00% Add +0.9% 4,158 $809K
Canada Pension Plan Investment Board 0.00% Add +110.5% 4,000 $778K
Coldstream Capital Management Inc. 0.01% Add +50.9% 3,938 $766K
Kestra Advisory Services, LLC 0.00% Add +467.9% 3,924 $763K
Empowered Funds, LLC 0.00% New 3,909 $760K
Arax Advisory Partners 0.02% Add +15.6% 3,905 $760K
Ostrum Asset Management 0.04% Reduce -17.1% 3,895 $758K
Shelton Capital Management 0.02% Reduce -1.9% 3,801 $739K
Wellspring Financial Advisors, LLC 0.05% Add +38.0% 3,750 $730K
First Eagle Investment Management, LLC 0.00% Reduce -0.2% 3,705 $721K
Argent Trust Co 0.02% Add +8.9% 3,665 $713K
Flputnam Investment Management Co. 0.01% No change 3,645 $709K
Vestmark Advisory Solutions, Inc. 0.01% New 3,644 $709K
Concurrent Investment Advisors, LLC 0.01% New 3,627 $706K
CIBC Asset Management Inc 0.00% No change 3,594 $699K
Snowden Capital Advisors LLC 0.02% Add +88.8% 3,572 $695K
KBC Group NV 0.00% No change 3,546 $690K
GAMMA Investing LLC 0.03% Add +37.3% 3,535 $688K
Rafferty Asset Management, LLC 0.00% Reduce -12.6% 3,512 $683K
CTC Alternative Strategies, Ltd. 1.55% New 3,500 $681K
Northwestern Mutual Wealth Management Co. 0.00% Add +8.6% 3,484 $678K
Twinbeech Capital LP 0.07% New 3,467 $675K
Sequoia Financial Advisors, LLC 0.00% Reduce -4.6% 3,427 $667K
Grandview Asset Management LLC 0.19% Add +9.6% 3,416 $665K
North Dakota State Investment Board 0.03% Reduce -17.0% 3,351 $652K
NewEdge Wealth, LLC 0.01% Add +45.8% 3,311 $644K
TIAA Wealth Investment Management LLC 0.00% — 3,265 $635K
Praxis Investment Management Inc. 0.04% Add +8.5% 3,265 $635K
Sterling Capital Management LLC 0.01% Reduce -41.8% 3,239 $630K
SageView Advisory Group, LLC 0.02% Reduce -18.2% 3,178 $618K
American Trust 0.05% Reduce -7.0% 3,173 $617K
Stephens Inc. 0.01% Add +14.4% 3,169 $617K
Brighton Jones LLC 0.01% New 3,165 $616K
Ethic Inc. 0.01% Reduce -54.0% 3,138 $610K
Rockefeller Capital Management L.P. 0.00% Add +25.2% 3,138 $610K
Tred Avon Family Wealth, LLC 0.20% Reduce -19.5% 3,135 $610K
Lisanti Capital Growth, LLC 0.15% Reduce -49.8% 3,130 $609K
Stablepoint Partners, LLC 0.09% Reduce -3.5% 3,097 $603K
NewEdge Advisors, LLC 0.00% Reduce -18.0% 3,082 $600K
Choreo, LLC 0.01% Reduce -35.6% 3,049 $593K
Compound Planning, Inc. 0.02% Add +30.8% 3,035 $590K
Commerce Bank 0.00% Add +8.9% 3,011 $586K
HB Wealth Management, LLC 0.00% Add +9.1% 3,002 $584K
Central Pacific Bank - Trust Division 0.08% New 2,997 $583K
Profund Advisors LLC 0.02% Add +11.8% 2,930 $570K
Anchor Capital Advisors LLC 0.02% No change 2,920 $568K
Mariner, LLC 0.00% Add +10.0% 2,890 $562K
Perbak Capital Partners LLP 0.14% Reduce -35.7% 2,885 $561K
Silvercrest Asset Management Group LLC 0.00% Reduce -2.6% 2,857 $556K
NorthCrest Asset Manangement, LLC 0.02% Reduce -34.5% 2,769 $555K
OP Asset Management Ltd 0.01% Reduce -62.6% 2,792 $543K
Uhlmann Price Securities, LLC 0.04% New 2,900 $540K
Fred Alger Management, LLC 0.00% Reduce -31.0% 2,757 $536K
Dark Forest Capital Management LP 0.05% Reduce -43.7% 2,741 $533K
Gables Capital Management Inc. 0.22% Reduce -0.3% 2,711 $527K
Meiji Yasuda Asset Management Co Ltd. 0.03% Add +0.2% 2,699 $525K
Seeds Investor LLC 0.07% Add +22.3% 2,469 $525K
Gallo Partners, LP 1.00% Reduce -88.7% 2,686 $523K
Perennial Investment Advisors, LLC 0.04% Reduce -0.3% 2,679 $521K
Concentric Capital Strategies, LP 0.05% New 2,662 $518K
Oppenheimer Asset Management Inc. 0.01% Add +5.2% 2,653 $516K
Ballast, Inc. 0.12% Reduce -36.6% 2,645 $515K
Legato Capital Management LLC 0.05% Reduce -13.7% 2,639 $513K
Lido Advisors, LLC 0.00% Add +33.8% 2,626 $511K
WINTON GROUP Ltd 0.02% Reduce -92.6% 2,600 $506K
Embree Financial Group 0.06% Add +0.2% 2,583 $503K
PFG Investments, LLC 0.02% Reduce -8.8% 2,517 $490K
Private Advisor Group, LLC 0.00% Add +6.5% 2,498 $486K
Harbour Investments, Inc. 0.01% Add +2625.3% 2,480 $482K
Essex Financial Services, Inc. 0.03% Reduce -19.5% 2,474 $481K
Advisor OS, LLC 0.03% Reduce -21.0% 2,470 $481K
Vise Technologies, Inc. 0.01% No change 3,478 $473K
Wedmont Private Capital 0.01% Add +19.8% 2,177 $461K
Atria Investments, Inc 0.01% Reduce -2.5% 2,343 $456K
Williams Jones Wealth Management, LLC. 0.01% No change 2,325 $452K
Principal Securities, Inc. 0.01% Reduce -4.6% 2,316 $451K
Group One Trading LLC 0.01% Add +62.7% 2,299 $447K
Equitable Holdings, Inc. 0.00% New 3,145 $444K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 2,277 $443K
Dynasty Wealth Management, LLC 0.00% New 2,274 $442K
Hancock Whitney Corp. 0.01% Reduce -89.2% 2,027 $442K
R Squared Ltd 0.24% New 2,260 $440K
RD Lewis Holdings, Inc. 0.38% Add +2.5% 2,074 $439K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +31.5% 2,203 $429K
D. E. Shaw & Co. 0.00% New 2,200 $428K
Avior Wealth Management, LLC 0.01% Reduce -71.5% 2,194 $427K
Horizon Investments, LLC 0.00% Add +275.9% 2,135 $415K
Alamea Verwaltungs GmbH 0.31% Reduce -19.0% 2,120 $412K
Laurion Capital Management LP 0.04% New 2,100 $409K
Gsa Capital Partners LLP 0.03% New 2,081 $405K
Pallas Capital Advisors LLC 0.02% Reduce -1.1% 2,077 $404K
Keybank National Association 0.00% Reduce -11.8% 2,029 $395K
Merit Financial Group, LLC 0.00% Reduce -37.0% 2,023 $394K
Cassaday & Co Wealth Management LLC 0.01% No change 2,002 $389K
Syon Capital LLC 0.02% Add +2.0% 2,000 $389K
Eurizon Capital SGR S.p.A. 0.00% New 2,041 $385K
Laird Norton Wetherby Trust Company, LLC 0.01% Reduce -5.2% 1,961 $382K
TCW Group Inc. 0.00% New 1,946 $379K
Legacy Financial Group LLC 0.05% No change 1,935 $376K
Journey Strategic Wealth LLC 0.01% Add +22.3% 1,931 $376K
Visionary Wealth Advisors 0.02% Reduce -32.0% 1,888 $367K
Park Avenue Securities LLC 0.00% New 1,878 $365K
Motley Fool Asset Management LLC 0.02% Reduce -2.7% 1,810 $352K
Permanent Capital Management, LP 0.05% New 1,596 $351K
Cwm, LLC 0.00% Add +16.7% 1,688 $328K
OneAscent Family Office, LLC 0.23% No change 1,662 $323K
Savvy Advisors, Inc. 0.01% New 1,656 $322K
First American Trust, FSB 0.02% Reduce -2.6% 1,644 $320K
SkyOak Wealth, LLC 0.06% No change 1,625 $316K
Dorsey Wright & Associates 0.04% Add +0.0% 1,622 $316K
Callan Family Office, LLC 0.01% Add +2.1% 1,575 $306K
Patriot Financial Group Insurance Agency, LLC 0.02% New 1,574 $306K
WoodTrust Financial Corp 0.04% No change 1,565 $304K
Koshinski Asset Management, Inc. 0.02% Reduce -7.6% 1,553 $302K
Havemeyer Place LP 0.03% Reduce -71.7% 1,541 $300K
Trivium Point Advisory, LLC 0.05% Reduce -35.8% 1,534 $298K
UMB Bank, n.a. 0.00% Add +3.0% 1,527 $297K
Kestra Private Wealth Services, LLC 0.00% New 1,522 $296K
Paulson Wealth Management Inc. 0.07% No change 1,493 $290K
Chicago Partners Investment Group LLC 0.01% New 1,300 $287K
Diversified Enterprises, LLC 0.02% Reduce -3.5% 1,467 $285K
Two Sigma Securities, LLC 0.03% New 1,403 $273K
Bayforest Capital Ltd 0.30% Add +49.8% 1,377 $268K
RPg Family Wealth Advisory, LLC 0.06% New 1,375 $268K
Fairfield, Bush & Co. 0.15% New 1,370 $267K
First Manhattan Co. Llc. 0.00% Reduce -32.5% 1,368 $266K
Fortem Financial Group, LLC 0.07% New 1,366 $266K
Ritholtz Wealth Management 0.00% New 1,358 $264K
Apollon Wealth Management, LLC 0.00% New 1,354 $263K
EntryPoint Capital, LLC 0.08% New 1,352 $263K
Secure Asset Management, LLC 0.04% Reduce -10.8% 1,328 $258K
DGS Capital Management, LLC 0.04% New 1,314 $256K
DV Trading LLC 0.02% Add +2233.9% 1,307 $254K
Sage Rhino Capital LLC 0.05% Reduce -16.9% 1,296 $252K
Defined Wealth Management, LLC 0.15% New 1,292 $251K
Mirabella Financial Services LLP 0.03% New 1,289 $251K
Archer Investment Corp 0.05% No change 1,286 $250K
State of Wyoming 0.03% Reduce -14.7% 1,280 $249K
Moss Adams Wealth Advisors LLC 0.02% New 1,253 $244K
Corient IA LP 0.22% Reduce -18.7% 1,220 $237K
DSG Capital Advisors, LLC 0.04% New 1,220 $237K
Everhart Financial Group, Inc. 0.02% New 1,205 $234K
Sterling Manor Financial, LLC 0.15% New 1,195 $232K
Focus Partners Wealth 0.00% New 1,152 $224K
Mgo One Seven LLC 0.00% New 1,140 $222K
DRW Securities, LLC 0.01% New 1,132 $220K
Norden Group LLC 0.02% New 1,126 $219K
Abel Hall, LLC 0.05% New 1,126 $219K
Capital Asset Advisory Services LLC 0.01% New 959 $219K
Cigna Investments Inc. 0.03% New 1,118 $217K
Quantessence Capital LLC 1.05% New 1,111 $216K
BWM Planning, LLC 0.06% New 1,105 $215K
CIBC Bancorp USA Inc. 0.00% — 1,293 $213K
Souders Financial Advisors 0.02% New 1,093 $213K
Kovack Advisors, Inc. 0.01% New 1,065 $211K
Salem Investment Counselors Inc. 0.01% New 1,077 $210K
Addison Advisors LLC 0.05% No change 1,075 $209K
nVerses Capital, LLC 0.19% New 1,049 $204K
PFG Advisors 0.01% New 1,031 $201K
Fort Sheridan Advisors LLC 0.02% New 1,030 $200K
Exchange Traded Concepts, LLC 0.00% New 1,015 $197K
Quarry LP 0.04% New 1,013 $197K
Wellington Shields & Co., LLC 0.05% No change 1,000 $195K
Wilmington Savings Fund Society, FSB 0.00% Reduce -68.3% 1,000 $195K
Richardson Financial Services Inc. 0.12% No change 965 $188K
Signaturefd, LLC 0.00% Add +5.0% 924 $180K
Cary Street Partners Financial LLC 0.00% New 912 $177K
Whittier Trust Co. of Nevada Inc. 0.00% Add +1.6% 837 $172K
Allworth Financial LP 0.00% Add +8.9% 882 $172K
Barnes Dennig Private Wealth Management LLC 0.17% New 862 $168K
Wilkerson Advisory Group LLC 0.05% New 789 $154K
Farther Finance Advisors, LLC 0.00% Add +25.5% 724 $144K
Kemnay Advisory Services Inc. 0.02% Reduce -14.9% 718 $140K
Quent Capital, LLC 0.01% No change 706 $137K
Ascentis Independent Advisors 0.01% New 689 $134K
Brown Brothers Harriman & Co. 0.00% Add +117.8% 686 $133K
Cullen/Frost Bankers, Inc. 0.00% Reduce -5.0% 682 $133K
Penserra Capital Management LLC 0.00% Add +3.3% 651 $126K
Murphy & Mullick Capital Management Corp 0.09% No change 636 $124K
Wolverine Asset Management LLC 0.01% Reduce -76.5% 614 $119K
Larson Financial Group LLC 0.00% Add +25.1% 594 $116K
EverSource Wealth Advisors, LLC 0.00% Add +60.9% 584 $114K
Westpac Banking Corp. 0.01% New 519 $101K
Tiaa Trust, National Association 0.01% Reduce -91.7% 517 $101K
Private Trust Co. NA 0.01% Add +25.0% 510 $99K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 508 $99K
Core Alternative Capital 0.03% No change 505 $98K
Smartleaf Asset Management LLC 0.00% Add +5.5% 521 $97K
Los Angeles Capital Management LLC 0.00% No change 497 $97K
Wellington Shields Capital Management, LLC 0.01% Reduce -33.3% 467 $91K
Aster Capital Management (DIFC) Ltd 0.03% Reduce -18.3% 833 $90K
Nomura Asset Management Co. Ltd. 0.00% Reduce -8.0% 460 $89K
Parallel Advisors, LLC 0.00% Add +13.2% 421 $82K
Wiser Advisor Group LLC 0.09% No change 387 $75K
V-Square Quantitative Management LLC 0.01% Add +19.1% 374 $73K
MassMutual Private Wealth & Trust, FSB 0.00% Add +2.5% 372 $72K
IFP Advisors, Inc 0.00% No change 370 $72K
MAI Capital Management 0.00% Reduce -11.8% 367 $71K
Root Financial Partners, LLC 0.00% Add +21.1% 362 $70K
Blue Trust, Inc. 0.00% Reduce -25.2% 342 $67K
Farmers & Merchants Investments Inc. 0.00% No change 341 $66K
Advisory Services Network, LLC 0.00% New 319 $62K
International Assets Investment Management, LLC 0.00% Reduce -1.7% 295 $59K
Chesapeake Asset Management LLC 0.05% No change 300 $58K
Parkside Financial Bank & Trust 0.00% Reduce -2.6% 295 $57K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +65.5% 293 $57K
SRH Advisors, LLC 0.02% No change 290 $56K
JFS Wealth Advisors, LLC 0.00% Add +1.9% 268 $52K
Versant Capital Management, Inc 0.00% Add +10.6% 220 $43K
Atlantic Union Bankshares Corp 0.00% Add +11.5% 214 $42K
Westside Investment Management, Inc. 0.01% No change 208 $40K
Toth Financial Advisory Corp. 0.00% No change 200 $39K
Assetmark, Inc. 0.00% Reduce -4.7% 181 $35K
Basecamp Wealth Advisors LLC 0.01% No change 179 $35K
Rossby Financial, LCC 0.01% Add +209.8% 158 $31K
Transamerica Financial Advisors, LLC 0.00% Add +218.8% 153 $30K
Johnson Financial Group, Inc. 0.00% No change 151 $29K
CVA Family Office, LLC 0.00% Add +906.7% 151 $29K
TD Private Client Wealth LLC 0.00% Add +788.2% 151 $29K
Zions Bancorporation, National Association 0.00% Add +31.0% 148 $29K
First Community Trust NA 0.02% Reduce -70.8% 146 $28K
Twin Peaks Wealth Advisors, LLC 0.01% New 142 $28K
Cary Street Partners Investment Advisory LLC 0.01% New 140 $27K
Keating Financial Advisory Services, Inc. 0.00% Add +17.0% 131 $25K
TD Waterhouse Canada Inc. 0.00% Add +14.6% 126 $25K
RMG Wealth Management LLC 0.00% Reduce -39.5% 121 $24K
LRI Investments, LLC 0.00% Add +73.9% 120 $23K
Halbert Hargrove Global Advisors, LLC 0.00% No change 119 $23K
Owl Creek Wealth Partners LLC 0.01% — 108 $21K
Bogart Wealth, LLC 0.00% Add +4.8% 108 $21K
Strategic Investment Solutions, Inc. 0.00% No change 100 $19K
Danske Bank A/S 0.00% Reduce -88.9% 100 $19K
Bravera Wealth 0.01% New 99 $19K
Harbor Investment Advisory, LLC 0.00% No change 98 $19K
Signature Resources Capital Management, LLC 0.01% Reduce -10.3% 96 $19K
Fortitude Family Office, LLC 0.00% Add +160.0% 91 $18K
Creative Financial Designs Inc. 0.00% Add +8.3% 91 $18K
Ares Financial Consulting, LLC 0.01% New 89 $18K
Legacy Bridge, LLC 0.01% No change 90 $18K
Pinnacle Wealth Planning Services, Inc. 0.00% Add +55.6% 84 $16K
Whittier Trust Co. 0.00% No change 79 $16K
McMillan Office, Inc. 0.00% No change 83 $16K
Smithfield Trust Co 0.00% No change 75 $15K
Legacy Wealth Managment, LLC 0.01% No change 76 $15K
Ancora Advisors LLC 0.00% No change 75 $15K
Bell Investment Advisors, Inc 0.00% Add +2.9% 72 $14K
Plante Moran Financial Advisors, LLC 0.00% No change 72 $14K
EFG International AG 0.00% New 72 $14K
Pflug Koory, LLC 0.01% No change 70 $14K
Bare Financial Services, Inc 0.00% Add +25.4% 69 $13K
Key Financial Inc 0.00% No change 68 $13K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 67 $13K
Dogwood Wealth Management LLC 0.01% New 61 $12K
Greykasell Wealth Strategies, Inc. 0.00% No change 60 $12K
Strategic Wealth Partners, Ltd. 0.00% Reduce -92.5% 57 $11K
Covestor Ltd 0.01% Reduce -48.1% 54 $11K
Private Wealth Management Group, LLC 0.00% No change 56 $11K
Arlington Trust Co LLC 0.00% New 51 $10K
Vision Financial Markets LLC 0.01% No change 50 $10K
Signature Equity Partners, LLC 0.01% Add +336.4% 48 $9K
JPL Wealth Management, LLC 0.00% New 45 $9K
Steigerwald, Gordon & Koch Inc. 0.00% No change 45 $9K
Meeder Asset Management Inc. 0.00% Reduce -39.2% 45 $9K
Motco 0.00% Reduce -10.2% 44 $9K
Retirement Wealth Solutions LLC 0.01% No change 43 $8K
Truvestments Capital LLC 0.00% No change 43 $8K
Kelleher Financial Advisors 0.00% No change 40 $8K
Rothschild Investment LLC 0.00% Add +21.2% 40 $8K
Clearstead Advisors, LLC 0.00% Reduce -92.8% 35 $7K
Cetera Trust Company, N.A 0.00% No change 35 $7K
Glen Eagle Advisors, LLC 0.00% No change 35 $7K
Sachetta, LLC 0.00% No change 32 $6K
Leonteq Securities AG 0.00% Reduce -93.7% 32 $6K
Olistico Wealth, LLC 0.00% No change 30 $6K
Cornerstone Planning Group LLC 0.00% Add +440.0% 27 $6K
CGC Financial Services, LLC 0.00% No change 25 $5K
Godfrey Financial Associates, Inc. 0.00% No change 23 $4K
Rialto Wealth Management, LLC 0.00% Add +53.3% 23 $4K
Clearstead Trust, LLC 0.00% No change 23 $4K
Washington Trust Advisors, Inc. 0.00% Add +37.5% 22 $4K
SJS Investment Consulting Inc. 0.00% Add +15.8% 22 $4K
Cromwell Holdings LLC 0.00% Add +40.0% 21 $4K
Raffa Wealth Management, LLC 0.00% No change 21 $4K
Portus Wealth Advisors, LLC 0.00% New 20 $4K
Lloyd Advisory Services, LLC. 0.00% New 20 $4K
Kingdom Financial Group LLC. 0.00% New 20 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 20 $4K
Bayban 0.00% No change 19 $4K
Mather Group, Llc. 0.00% New 19 $4K
WPG Advisers, LLC 0.00% No change 18 $4K
Red Tortoise LLC 0.00% No change 17 $3K
Dunhill Financial, LLC 0.00% Add +700.0% 16 $3K
Bruce G. Allen Investments, LLC 0.00% No change 16 $3K
Wolff Wiese Magana LLC 0.00% No change 16 $3K
Bay Harbor Wealth Management, LLC 0.00% Add +45.5% 16 $3K
Capital Advisors, Ltd. LLC 0.00% No change 14 $3K
SouthState Bank Corp 0.00% No change 15 $3K
Brown, Lisle/Cummings, Inc. 0.00% New 15 $3K
Aspect Partners, LLC 0.00% No change 14 $3K
True Wealth Design, LLC 0.00% Add +27.3% 14 $3K
Torren Management, LLC 0.00% Reduce -95.2% 13 $3K
Marquette Asset Management, LLC 0.00% No change 11 $2K
Intentional Wealth Strategies, LLC 0.00% — 11 $2K
Avion Wealth 0.00% Add +33.3% 12 $2K
Harvest Fund Management Co., Ltd 0.00% New 10 $2K
Principia Wealth Advisory, LLC 0.00% No change 10 $2K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 10 $2K
Cornerstone Financial Management LLC 0.00% Add +50.0% 9 $2K
Elevation Wealth Partners, LLC 0.00% Add +60.0% 8 $2K
Prestige Wealth Management Group LLC 0.00% No change 8 $2K
Physician Wealth Advisors, Inc. 0.00% Add +100.0% 8 $2K
Vermillion Wealth Management, Inc. 0.00% New 8 $2K
Lanark Financial, Inc. 0.00% No change 8 $2K
HFM Investment Advisors, LLC 0.00% No change 7 $1K
Manchester Capital Management LLC 0.00% No change 7 $1K
1015 Capital Partners, LLC 0.00% No change 6 $1K
Whipplewood Advisors, LLC 0.00% New 6 $1K
Hughes Financial Services, LLC 0.00% Add +50.0% 6 $1K
First Horizon Corp. 0.00% Reduce -62.5% 6 $1K
SBI Securities Co., Ltd. 0.00% Reduce -62.5% 6 $1K
MV Capital Management, Inc. 0.00% Add +33.3% 4 $779
TopTier Wealth Management, LLC 0.00% New 4 $778
Financial Management Professionals, Inc. 0.00% No change 3 $584
Crewe Advisors LLC 0.00% New 3 $584
Seneschal Advisors, LLC 0.00% No change 2 $390
Frazier Financial Advisors, LLC 0.00% Reduce -88.2% 2 $390
American Capital Advisory, LLC 0.00% No change 2 $390
Quaker Wealth Management, LLC 0.00% No change 2 $390
DecisionPoint Financial, LLC 0.00% No change 2 $390
CoreCap Advisors, LLC 0.00% No change 2 $389
Curio Wealth, LLC 0.00% New 1 $195
GHP Investment Advisors, Inc. 0.00% New 1 $195
AdvisorNet Financial, Inc 0.00% New 1 $195
Abound Wealth Management 0.00% No change 1 $176

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