Filing Research | DXPE - DXP ENTERPRISES INC Institutional Holdings

Snapshot holdings

47 / 47 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	445.6KSH	$75.2M
2	HENNESSY ADVISORS INC	Shares	55.2KSH	$9.3M
3	CONGRESS ASSET MANAGEMENT CO	Shares	52.6KSH	$8.9M
4	Oliver Luxxe Assets LLC	Shares	15.9KSH	$2.7M
5	Intrua Financial, LLC	Shares	15.0KSH	$2.5M
6	Y-Intercept (Hong Kong) Ltd	Shares	13.2KSH	$2.2M
7	Pettinga Financial Advisors LLC	Shares	10.0KSH	$1.7M
8	SummerHaven Investment Management, LLC	Shares	8.2KSH	$1.4M
9	HHM Wealth Advisors, LLC	Shares	6.0KSH	$1.0M
10	Avidian Wealth Enterprises, LLC	Shares	5.6KSH	$942.6K
11	Louisiana State Employees Retirement System	Shares	5.5KSH	$928.1K
12	ARGENT CAPITAL MANAGEMENT LLC	Shares	4.8KSH	$815.0K
13	INDEPENDENT FINANCIAL GROUP, LLC	Shares	4.5KSH	$758.0K
14	DAVENPORT & Co LLC	Shares	4.2KSH	$709.0K
15	Apollon Wealth Management, LLC	Shares	4.2KSH	$706.0K
16	Police & Firemen's Retirement System of New Jersey	Shares	3.9KSH	$651.8K
17	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	3.4KSH	$577.4K
18	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	3.0KSH	$502.5K
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	2.2KSH	$357.7K
20	Valeo Financial Advisors, LLC	Shares	1.6KSH	$274.7K
21	Uncommon Cents Investing LLC	Shares	1.5KSH	$253.1K
22	Laurel Wealth Advisors LLC	Shares	1.4KSH	$236.2K
23	GAMMA Investing LLC	Shares	919SH	$155.1K
24	Versant Capital Management, Inc	Shares	326SH	$55.0K
25	TOTH FINANCIAL ADVISORY CORP	Shares	200SH	$33.7K
26	Farther Finance Advisors, LLC	Shares	165SH	$27.7K
27	Moisand Fitzgerald Tamayo, LLC	Shares	63SH	$10.6K
28	SIGNATUREFD, LLC	Shares	42SH	$7.1K
29	EverSource Wealth Advisors, LLC	Shares	28SH	$4.7K
30	FARMERS & MERCHANTS INVESTMENTS INC	Shares	8SH	$1.4K
31	Cedar Mountain Advisors, LLC	Shares	7SH	$1.2K
32	True Wealth Design, LLC	Shares	6SH	$1.0K
33	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	5.7KSH	$964
34	Fortitude Family Office, LLC	Shares	5SH	$844
35	IFP Advisors, Inc	Shares	5SH	$844
36	State of Alaska, Department of Revenue	Shares	5.0KSH	$834
37	SJS Investment Consulting Inc.	Shares	4SH	$675
38	AMALGAMATED BANK	Shares	3.4KSH	$571
39	Hughes Financial Services, LLC	Shares	3SH	$506
40	GILPIN WEALTH MANAGEMENT, LLC	Shares	2SH	$338
41	Abound Wealth Management	Shares	1SH	$169
42	Davis Capital Management	Shares	1SH	$169
43	GHP Investment Advisors, Inc.	Shares	1SH	$169
44	JFS WEALTH ADVISORS, LLC	Shares	1SH	$169
45	MassMutual Private Wealth & Trust, FSB	Shares	1SH	$169
46	SBI Securities Co., Ltd.	Shares	1SH	$169
47	HORIZON FINANCIAL SERVICES, LLC	Shares	0SH	$0

Manager changes2026-06-30 vs 2026-03-31

48 / 48 loaded

#		Instrument
1	HENNESSY ADVISORS INC new	Shares	+55.2K	+$9.3M	$9.3M
2	CONGRESS ASSET MANAGEMENT CO new	Shares	+52.6K	+$8.9M	$8.9M
3	Y-Intercept (Hong Kong) Ltd new	Shares	+13.2K	+$2.2M	$2.2M
4	ARGENT CAPITAL MANAGEMENT LLC new	Shares	+4.8K	+$815.0K	$815.0K
5	Intrua Financial, LLC unchanged	Shares	0	+$434.1K	$2.5M
6	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+1.2K	+$296.6K	$758.0K
7	Pettinga Financial Advisors LLC unchanged	Shares	0	+$290.1K	$1.7M
8	Avidian Wealth Enterprises, LLC added	Shares	+825	+$277.3K	$942.6K
9	SummerHaven Investment Management, LLC unchanged	Shares	0	+$237.9K	$1.4M
10	DAVENPORT & Co LLC added	Shares	+468	+$187.3K	$709.0K
11	Police & Firemen's Retirement System of New Jersey added	Shares	+267	+$149.4K	$651.8K
12	Louisiana State Employees Retirement System trimmed	Shares	-100	+$145.6K	$928.1K
13	Apollon Wealth Management, LLC added	Shares	+48	+$128.1K	$706.0K
14	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-4	+$98.7K	$577.4K
15	HHM Wealth Advisors, LLC trimmed	Shares	-680	+$77.9K	$1.0M
16	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-163	+$63.6K	$502.5K
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+89	+$55.1K	$357.7K
18	Valeo Financial Advisors, LLC added	Shares	+15	+$49.3K	$274.7K
19	Uncommon Cents Investing LLC unchanged	Shares	0	+$43.5K	$253.1K
20	GAMMA Investing LLC added	Shares	+19	+$29.3K	$155.1K
21	Laurel Wealth Advisors LLC unchanged	Shares	0	+$17.6K	$236.2K
22	Farther Finance Advisors, LLC added	Shares	+53	+$11.7K	$27.7K
23	Versant Capital Management, Inc unchanged	Shares	0	+$9.5K	$55.0K
24	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	+$5.8K	$33.7K
25	Moisand Fitzgerald Tamayo, LLC unchanged	Shares	0	+$1.8K	$10.6K
26	SIGNATUREFD, LLC unchanged	Shares	0	+$1.2K	$7.1K
27	Fortitude Family Office, LLC new	Shares	+5	+$844	$844
28	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+1.7K	+$404	$964
29	Hughes Financial Services, LLC added	Shares	+2	+$366	$506
30	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$232	$1.4K
31	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$203	$1.2K
32	True Wealth Design, LLC unchanged	Shares	0	+$174	$1.0K
33	Davis Capital Management new	Shares	+1	+$169	$169
34	JFS WEALTH ADVISORS, LLC new	Shares	+1	+$169	$169
35	IFP Advisors, Inc unchanged	Shares	0	+$145	$844
36	SJS Investment Consulting Inc. unchanged	Shares	0	+$116	$675
37	AMALGAMATED BANK trimmed	Shares	-278	+$59	$571
38	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$58	$338
39	Abound Wealth Management unchanged	Shares	0	+$29	$169
40	GHP Investment Advisors, Inc. unchanged	Shares	0	+$29	$169
41	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$29	$169
42	SBI Securities Co., Ltd. unchanged	Shares	0	+$29	$169
43	HORIZON FINANCIAL SERVICES, LLC unchanged	Shares	0	$0	$0
44	State of Alaska, Department of Revenue trimmed	Shares	-2.2K	-$161	$834
45	EverSource Wealth Advisors, LLC trimmed	Shares	-366	-$50.3K	$4.7K
46	CFG Wealth Management Services, Inc. exited	Shares	-720	-$100.6K	$0
47	Oliver Luxxe Assets LLC trimmed	Shares	-10.7K	-$1.0M	$2.7M
48	WASATCH ADVISORS LP trimmed	Shares	-188.1K	-$13.4M	$75.2M