Filing Research | GXO - GXO Logistics Inc Institutional Holdings

Snapshot holdings

50 / 88 loaded

#		Instrument	quantity
1	River Road Asset Management, LLC	Shares	3.3MSH	$165.4M
2	SUMMITRY LLC	Shares	1.1MSH	$58.2M
3	EXCHANGE TRADED CONCEPTS, LLC	Shares	413.1KSH	$20.9M
4	Swedbank AB	Shares	355.0KSH	$18.0M
5	Rathbones Group PLC	Shares	294.6KSH	$14.9M
6	Douglas Lane & Associates, LLC	Shares	286.5KSH	$14.5M
7	KIRR MARBACH & CO LLC /IN/	Shares	176.9KSH	$9.0M
8	Foster Victor Wealth Advisors, LLC	Shares	173.5KSH	$8.6M
9	Gilman Hill Asset Management, LLC	Shares	110.6KSH	$5.6M
10	Boston Common Asset Management, LLC	Shares	63.2KSH	$3.2M
11	Fiduciary Alliance LLC	Shares	54.2KSH	$2.7M
12	Police & Firemen's Retirement System of New Jersey	Shares	52.3KSH	$2.6M
13	Apollon Wealth Management, LLC	Shares	49.0KSH	$2.5M
14	ABN AMRO INVESTMENT SOLUTIONS	Shares	43.8KSH	$2.2M
15	Louisiana State Employees Retirement System	Shares	33.7KSH	$1.7M
16	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	33.4KSH	$1.7M
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	27.5KSH	$1.4M
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	25.9KSH	$1.3M
19	Hennion & Walsh Asset Management, Inc.	Shares	22.7KSH	$1.2M
20	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	Shares	17.6KSH	$892.3K
21	MOODY NATIONAL BANK TRUST DIVISION	Shares	15.5KSH	$785.6K
22	UHLMANN PRICE SECURITIES, LLC	Shares	9.4KSH	$478.4K
23	Fifth Third Wealth Advisors LLC	Shares	9.3KSH	$473.7K
24	SECURIAN ASSET MANAGEMENT, INC	Shares	8.4KSH	$456.2K
25	Oak Thistle LLC	Shares	8.7KSH	$440.7K
26	Sequoia Financial Advisors, LLC	Shares	8.6KSH	$435.7K
27	Crossmark Global Holdings, Inc.	Shares	7.3KSH	$370.3K
28	WEBSTER BANK, N. A.	Shares	6.6KSH	$335.9K
29	Perpetual Ltd	Shares	6.1KSH	$307.6K
30	Life Planning Partners, Inc	Shares	6.1KSH	$307.0K
31	Traynor Capital Management, Inc.	Shares	6.0KSH	$305.0K
32	FLAGSHIP HARBOR ADVISORS, LLC	Shares	5.6KSH	$286.0K
33	First Bank & Trust	Shares	5.6KSH	$282.2K
34	1620 INVESTMENT ADVISORS, INC.	Shares	5.3KSH	$270.9K
35	Quintet Private Bank (Europe) S.A.	Shares	4.7KSH	$238.3K
36	GC Wealth Management RIA, LLC	Shares	4.5KSH	$227.1K
37	Ballast, Inc.	Shares	4.1KSH	$205.9K
38	Avanza Fonder AB	Shares	2.4KSH	$119.6K
39	GAMMA Investing LLC	Shares	1.6KSH	$81.6K
40	Curated Wealth Partners LLC	Shares	50.0KSH	$61.6K
41	Farther Finance Advisors, LLC	Shares	948SH	$48.0K
42	Versant Capital Management, Inc	Shares	578SH	$29.3K
43	SBI Securities Co., Ltd.	Shares	426SH	$21.6K
44	FARMERS & MERCHANTS INVESTMENTS INC	Shares	336SH	$17.0K
45	Signature Resources Capital Management, LLC	Shares	284SH	$14.4K
46	Activest Wealth Management	Shares	265SH	$13.4K
47	MassMutual Private Wealth & Trust, FSB	Shares	262SH	$13.3K
48	ELEVATION WEALTH PARTNERS, LLC	Shares	260SH	$13.2K
49	EverSource Wealth Advisors, LLC	Shares	237SH	$12.0K
50	FIRST HORIZON CORP	Shares	217SH	$11.0K

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

50 / 93 loaded

#		Instrument
1	SUMMITRY LLC added	Shares	+291.9K	+$13.8M	$58.2M
2	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+123.4K	+$5.9M	$20.9M
3	Apollon Wealth Management, LLC new	Shares	+49.0K	+$2.5M	$2.5M
4	Fiduciary Alliance LLC added	Shares	+25.1K	+$1.1M	$2.7M
5	Boston Common Asset Management, LLC added	Shares	+21.2K	+$1.0M	$3.2M
6	Gilman Hill Asset Management, LLC added	Shares	+7.8K	+$278.9K	$5.6M
7	Hennion & Walsh Asset Management, Inc. added	Shares	+3.3K	+$147.5K	$1.2M
8	Police & Firemen's Retirement System of New Jersey added	Shares	+3.4K	+$118.2K	$2.6M
9	Oak Thistle LLC added	Shares	+2.4K	+$115.0K	$440.7K
10	MOODY NATIONAL BANK TRUST DIVISION added	Shares	+2.4K	+$108.5K	$785.6K
11	1620 INVESTMENT ADVISORS, INC. added	Shares	+1.3K	+$61.6K	$270.9K
12	Curated Wealth Partners LLC new	Shares	+50.0K	+$61.6K	$61.6K
13	UHLMANN PRICE SECURITIES, LLC added	Shares	+876	+$36.6K	$478.4K
14	SECURIAN ASSET MANAGEMENT, INC unchanged	Shares	0	+$18.6K	$456.2K
15	Activest Wealth Management added	Shares	+263	+$13.3K	$13.4K
16	ELEVATION WEALTH PARTNERS, LLC new	Shares	+260	+$13.2K	$13.2K
17	Traynor Capital Management, Inc. unchanged	Shares	0	+$11.1K	$305.0K
18	Versant Capital Management, Inc added	Shares	+147	+$7.0K	$29.3K
19	Mosley Wealth Management new	Shares	+40	+$2.0K	$2.0K
20	Creative Capital Management Investments LLC new	Shares	+36	+$1.8K	$1.8K
21	Cromwell Holdings LLC added	Shares	+12	+$594	$1.3K
22	LRI Investments, LLC new	Shares	+10	+$507	$507
23	Sachetta, LLC new	Shares	+3	+$153	$153
24	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+3.7K	+$77	$5.1K
25	AdvisorNet Financial, Inc added	Shares	+1	+$43	$406
26	Fortitude Family Office, LLC added	Shares	+2	+$29	$3.3K
27	Handelsbanken Fonder AB added	Shares	+1.4K	+$25	$2.1K
28	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$0
29	Owl Creek Wealth Partners LLC unchanged	Shares	0	-$6	$254
30	State of Alaska, Department of Revenue trimmed	Shares	-26	-$14	$571
31	JFS WEALTH ADVISORS, LLC added	Shares	+1	-$15	$2.9K
32	TFC Financial Management, Inc. unchanged	Shares	0	-$15	$660
33	Torren Management, LLC unchanged	Shares	0	-$15	$659
34	Hughes Financial Services, LLC unchanged	Shares	0	-$17	$761
35	SJS Investment Consulting Inc. unchanged	Shares	0	-$20	$862
36	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$23	$1.0K
37	CGC Financial Services, LLC unchanged	Shares	0	-$28	$1.3K
38	Blue Trust, Inc. unchanged	Shares	0	-$32	$1.4K
39	FNY Investment Advisers, LLC trimmed	Shares	-940	-$56	$320
40	Byrne Asset Management LLC unchanged	Shares	0	-$81	$3.5K
41	Pflug Koory, LLC unchanged	Shares	0	-$81	$3.5K
42	IFP Advisors, Inc added	Shares	+2	-$86	$8.4K
43	High Note Wealth, LLC unchanged	Shares	0	-$96	$4.3K
44	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	-$112	$5.0K
45	Citizens National Bank Trust Department unchanged	Shares	0	-$114	$5.0K
46	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	-$115	$5.1K
47	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	-$115	$5.1K
48	AMALGAMATED BANK trimmed	Shares	-2.7K	-$200	$2.6K
49	Retirement Wealth Solutions LLC exited	Shares	-4	-$208	$0
50	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	-$211	$9.3K

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