Filing Research | QXO - QXO INC Institutional Holdings

Snapshot holdings

50 / 115 loaded

#		Instrument	quantity
1	MTCO Ltd.	Shares	10.9MSH	$189.1M
2	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	4.5MSH	$78.3M
3	Catawba River Capital	Shares	1.2MSH	$20.5M
4	INVESTMENT HOUSE LLC	Shares	857.0KSH	$16.6M
5	Mediolanum International Funds Ltd	Shares	765.3KSH	$13.6M
6	Swedbank AB	Shares	507.0KSH	$8.8M
7	TRAN CAPITAL MANAGEMENT, L.P.	Shares	386.2KSH	$6.7M
8	Baader Bank Aktiengesellschaft	Shares	330.0KSH	$5.7M
9	Police & Firemen's Retirement System of New Jersey	Shares	292.0KSH	$5.0M
10	ARS Investment Partners, LLC	Shares	286.0KSH	$4.9M
11	Lewis Asset Management, LLC	Shares	231.2KSH	$4.0M
12	Hudson Value Partners, LLC	Shares	216.0KSH	$3.7M
13	MOODY NATIONAL BANK TRUST DIVISION	Shares	156.3KSH	$2.7M
14	Fiduciary Alliance LLC	Shares	155.2KSH	$2.7M
15	Apollon Wealth Management, LLC	Shares	149.1KSH	$2.6M
16	GRIFFIN ASSET MANAGEMENT, INC.	Shares	145.9KSH	$2.5M
17	VISTA FINANCE, LLC	Shares	136.4KSH	$2.4M
18	SALEM INVESTMENT COUNSELORS INC	Shares	119.8KSH	$2.1M
19	MATAURO, LLC	Shares	116.2KSH	$2.0M
20	Gainplan LLC	Shares	102.4KSH	$1.8M
21	Brown Miller Wealth Management, LLC	Shares	91.5KSH	$1.6M
22	MFG WEALTH MANAGEMENT, INC.	Shares	89.7KSH	$1.6M
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	101.2KSH	$1.5M
24	BENJAMIN EDWARDS INC	Shares	71.7KSH	$1.2M
25	Trium Capital LLP	Shares	70.5KSH	$1.2M
26	GRANITE ISLANDS PRIVATE WEALTH, LLC	Shares	70.0KSH	$1.2M
27	INDEPENDENT FINANCIAL GROUP, LLC	Shares	66.4KSH	$1.1M
28	Composition Wealth, LLC	Shares	61.6KSH	$1.1M
29	Colonial River Investments, LLC	Shares	60.6KSH	$1.0M
30	Prospera Financial Services Inc	Shares	57.4KSH	$992.5K
31	Ausbil Investment Management Ltd	Shares	55.3KSH	$915.2K
32	Merit Financial Group, LLC	Shares	51.8KSH	$894.4K
33	DOLIVER ADVISORS, LP	Shares	50.4KSH	$871.0K
34	STABLEFORD CAPITAL II LLC	Shares	49.9KSH	$861.5K
35	FLAGSHIP HARBOR ADVISORS, LLC	Shares	47.7KSH	$824.7K
36	SHEETS SMITH WEALTH MANAGEMENT	Shares	42.5KSH	$734.2K
37	TT International Asset Management LTD	Shares	40.8KSH	$705.6K
38	Cardinal Point Capital Management ULC	Shares	40.7KSH	$703.7K
39	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	38.6KSH	$666.3K
40	Triangle Securities Wealth Management	Shares	35.7KSH	$617.6K
41	Sequoia Financial Advisors, LLC	Shares	31.5KSH	$544.3K
42	Barton Investment Management	Shares	27.5KSH	$475.1K
43	Goldstein Advisors, LLC	Shares	27.5KSH	$474.9K
44	Red Door Wealth Management, LLC	Shares	24.9KSH	$431.0K
45	Aprio Wealth Management, LLC	Shares	23.5KSH	$405.5K
46	Embree Financial Group	Shares	23.2KSH	$401.5K
47	LRI Investments, LLC	Shares	23.1KSH	$399.5K
48	AVITY INVESTMENT MANAGEMENT INC.	Shares	18.4KSH	$317.6K
49	Plancorp, LLC	Shares	21.8KSH	$303.1K
50	LexAurum Advisors, LLC	Shares	17.3KSH	$298.1K

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

50 / 133 loaded

#		Instrument
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+3.8M	+$64.0M	$78.3M
2	TRAN CAPITAL MANAGEMENT, L.P. added	Shares	+371.8K	+$6.4M	$6.7M
3	Mediolanum International Funds Ltd added	Shares	+149.8K	+$2.4M	$13.6M
4	VISTA FINANCE, LLC new	Shares	+136.4K	+$2.4M	$2.4M
5	Apollon Wealth Management, LLC added	Shares	+130.8K	+$2.2M	$2.6M
6	Hudson Value Partners, LLC added	Shares	+100.9K	+$1.5M	$3.7M
7	Swedbank AB added	Shares	+128.0K	+$1.4M	$8.8M
8	Trium Capital LLP new	Shares	+70.5K	+$1.2M	$1.2M
9	GRANITE ISLANDS PRIVATE WEALTH, LLC new	Shares	+70.0K	+$1.2M	$1.2M
10	Ausbil Investment Management Ltd new	Shares	+55.3K	+$915.2K	$915.2K
11	DOLIVER ADVISORS, LP new	Shares	+50.4K	+$871.0K	$871.0K
12	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+36.0K	+$596.8K	$824.7K
13	MOODY NATIONAL BANK TRUST DIVISION added	Shares	+47.6K	+$589.8K	$2.7M
14	MFG WEALTH MANAGEMENT, INC. added	Shares	+35.4K	+$494.9K	$1.6M
15	GRIFFIN ASSET MANAGEMENT, INC. added	Shares	+40.0K	+$464.1K	$2.5M
16	SHEETS SMITH WEALTH MANAGEMENT added	Shares	+23.8K	+$370.4K	$734.2K
17	LRI Investments, LLC added	Shares	+21.4K	+$366.3K	$399.5K
18	Prospera Financial Services Inc added	Shares	+22.9K	+$322.8K	$992.5K
19	LexAurum Advisors, LLC new	Shares	+17.3K	+$298.1K	$298.1K
20	NWAM LLC new	Shares	+14.8K	+$256.6K	$256.6K
21	Wedmont Private Capital new	Shares	+17.0K	+$255.4K	$255.4K
22	Cerro Pacific Wealth Advisors LLC new	Shares	+14.2K	+$245.8K	$245.8K
23	Cardinal Point Capital Management ULC added	Shares	+17.1K	+$245.7K	$703.7K
24	Mann Financial Group, Inc. new	Shares	+12.2K	+$210.1K	$210.1K
25	Carnegie Lake Advisors LLC new	Shares	+11.6K	+$201.0K	$201.0K
26	D.A. DAVIDSON & CO. new	Shares	+10.9K	+$188.4K	$188.4K
27	Patriot Financial Group Insurance Agency, LLC new	Shares	+10.8K	+$185.8K	$185.8K
28	HOWARD FINANCIAL SERVICES, LTD. new	Shares	+10.7K	+$184.5K	$184.5K
29	Brown Miller Wealth Management, LLC added	Shares	+19.0K	+$172.7K	$1.6M
30	EQUITEC PROPRIETARY MARKETS, LLC new	CALL	+9.2K	+$159.0K	$159.0K
31	Embree Financial Group added	Shares	+9.8K	+$140.3K	$401.5K
32	Goldstein Advisors, LLC added	Shares	+9.4K	+$123.8K	$474.9K
33	Red Door Wealth Management, LLC added	Shares	+9.0K	+$120.6K	$431.0K
34	AVITY INVESTMENT MANAGEMENT INC. added	Shares	+7.5K	+$105.3K	$317.6K
35	SRH ADVISORS, LLC added	Shares	+5.6K	+$94.2K	$114.1K
36	Composition Wealth, LLC added	Shares	+11.1K	+$83.1K	$1.1M
37	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+11.4K	+$79.1K	$1.1M
38	Plancorp, LLC added	Shares	+10.3K	+$50.4K	$303.1K
39	Triangle Securities Wealth Management added	Shares	+6.4K	+$48.3K	$617.6K
40	ARMSTRONG ADVISORY GROUP, INC added	Shares	+2.6K	+$44.5K	$46.3K
41	Barton Investment Management added	Shares	+5.2K	+$42.0K	$475.1K
42	Nicholas Wealth, LLC. added	Shares	+3.8K	+$39.8K	$279.9K
43	Colonial River Investments, LLC added	Shares	+8.2K	+$30.0K	$1.0M
44	Farther Finance Advisors, LLC added	Shares	+2.6K	+$24.9K	$212.7K
45	Hartford Financial Management Inc. added	Shares	+1.5K	+$24.4K	$38.0K
46	Merit Financial Group, LLC added	Shares	+6.9K	+$24.1K	$894.4K
47	EverSource Wealth Advisors, LLC added	Shares	+1.3K	+$21.6K	$24.2K
48	PARSONS CAPITAL MANAGEMENT INC/RI added	Shares	+5.2K	+$18.4K	$666.3K
49	Ameliora Wealth Management Ltd. new	Shares	+700	+$12.1K	$12.1K
50	MATAURO, LLC added	Shares	+13.3K	+$10.0K	$2.0M

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