Filing Research | RXO - RXO INC Institutional Holdings

Snapshot holdings

50 / 53 loaded

#		Instrument	quantity
1	Swedbank AB	Shares	979.0KSH	$27.0M
2	Louisiana State Employees Retirement System	Shares	72.3KSH	$2.0M
3	Police & Firemen's Retirement System of New Jersey	Shares	49.5KSH	$1.4M
4	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	44.5KSH	$1.2M
5	Apollon Wealth Management, LLC	Shares	43.1KSH	$1.2M
6	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	39.1KSH	$1.1M
7	CARY STREET PARTNERS FINANCIAL LLC	Shares	33.3KSH	$920.0K
8	MBL Wealth, LLC	Shares	29.5KSH	$814.1K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	23.6KSH	$618.8K
10	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	20.3KSH	$559.3K
11	Crossmark Global Holdings, Inc.	Shares	19.0KSH	$525.1K
12	GAMMA Investing LLC	Shares	9.7KSH	$266.2K
13	Abel Hall, LLC	Shares	9.0KSH	$249.4K
14	WEBSTER BANK, N. A.	Shares	5.6KSH	$153.4K
15	Quintet Private Bank (Europe) S.A.	Shares	4.7KSH	$127.4K
16	LANARK FINANCIAL, INC.	Shares	4.2KSH	$116.7K
17	CITY HOLDING CO	Shares	1.2KSH	$34.3K
18	Versant Capital Management, Inc	Shares	1.1KSH	$30.2K
19	Farther Finance Advisors, LLC	Shares	991SH	$27.3K
20	EverSource Wealth Advisors, LLC	Shares	834SH	$23.0K
21	MassMutual Private Wealth & Trust, FSB	Shares	685SH	$18.9K
22	FIRST HORIZON CORP	Shares	389SH	$10.7K
23	True Wealth Design, LLC	Shares	318SH	$8.8K
24	Blue Trust, Inc.	Shares	274SH	$7.6K
25	Signature Resources Capital Management, LLC	Shares	185SH	$5.1K
26	SJS Investment Consulting Inc.	Shares	170SH	$4.7K
27	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	117.9KSH	$3.3K
28	High Note Wealth, LLC	Shares	109SH	$3.0K
29	Bogart Wealth, LLC	Shares	100SH	$2.8K
30	Strategic Investment Solutions, Inc. /IL	Shares	100SH	$2.8K
31	Fortitude Family Office, LLC	Shares	97SH	$2.7K
32	FARMERS & MERCHANTS INVESTMENTS INC	Shares	80SH	$2.2K
33	Physician Wealth Advisors, Inc.	Shares	74SH	$2.0K
34	Byrne Asset Management LLC	Shares	70SH	$1.9K
35	Key FInancial Inc	Shares	68SH	$1.9K
36	SIGNATUREFD, LLC	Shares	67SH	$1.8K
37	State of Alaska, Department of Revenue	Shares	64.7KSH	$1.8K
38	Golden State Wealth Management, LLC	Shares	64SH	$1.8K
39	VISION FINANCIAL MARKETS LLC	Shares	50SH	$1.4K
40	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	48SH	$1.3K
41	Handelsbanken Fonder AB	Shares	46.4KSH	$1.3K
42	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	45SH	$1.2K
43	AMALGAMATED BANK	Shares	44.4KSH	$1.2K
44	Owl Creek Wealth Partners LLC	Shares	35SH	$966
45	JFS WEALTH ADVISORS, LLC	Shares	25SH	$690
46	GILPIN WEALTH MANAGEMENT, LLC	Shares	22SH	$607
47	Allied Private Wealth LLC	Shares	21SH	$564
48	IFP Advisors, Inc	Shares	19SH	$524
49	Mascoma Wealth Management LLC	Shares	12SH	$331
50	Davis Capital Management	Shares	9SH	$248

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

50 / 56 loaded

#		Instrument
1	Swedbank AB trimmed	Shares	-179.0K	+$10.1M	$27.0M
2	Apollon Wealth Management, LLC new	Shares	+43.1K	+$1.2M	$1.2M
3	Louisiana State Employees Retirement System trimmed	Shares	-500	+$930.4K	$2.0M
4	Police & Firemen's Retirement System of New Jersey added	Shares	+6.5K	+$737.1K	$1.4M
5	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+302	+$581.4K	$1.2M
6	Crossmark Global Holdings, Inc. new	Shares	+19.0K	+$525.1K	$525.1K
7	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.5K	+$485.4K	$1.1M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.0K	+$311.5K	$618.8K
9	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-11	+$262.7K	$559.3K
10	Abel Hall, LLC new	Shares	+9.0K	+$249.4K	$249.4K
11	CARY STREET PARTNERS FINANCIAL LLC trimmed	Shares	-15.6K	+$205.0K	$920.0K
12	GAMMA Investing LLC added	Shares	+996	+$139.7K	$266.2K
13	LANARK FINANCIAL, INC. new	Shares	+4.2K	+$116.7K	$116.7K
14	MBL Wealth, LLC trimmed	Shares	-19.5K	+$97.5K	$814.1K
15	WEBSTER BANK, N. A. unchanged	Shares	0	+$72.1K	$153.4K
16	CITY HOLDING CO added	Shares	+865	+$28.8K	$34.3K
17	Farther Finance Advisors, LLC added	Shares	+182	+$15.1K	$27.3K
18	Versant Capital Management, Inc unchanged	Shares	0	+$14.2K	$30.2K
19	EverSource Wealth Advisors, LLC added	Shares	+138	+$12.8K	$23.0K
20	FIRST HORIZON CORP added	Shares	+368	+$10.4K	$10.7K
21	True Wealth Design, LLC added	Shares	+155	+$6.4K	$8.8K
22	SJS Investment Consulting Inc. added	Shares	+153	+$4.4K	$4.7K
23	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-347	+$3.8K	$18.9K
24	Blue Trust, Inc. unchanged	Shares	0	+$3.6K	$7.6K
25	Signature Resources Capital Management, LLC unchanged	Shares	0	+$2.4K	$5.1K
26	Physician Wealth Advisors, Inc. new	Shares	+74	+$2.0K	$2.0K
27	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+6.5K	+$1.6K	$3.3K
28	SIGNATUREFD, LLC added	Shares	+46	+$1.5K	$1.8K
29	High Note Wealth, LLC unchanged	Shares	0	+$1.4K	$3.0K
30	Bogart Wealth, LLC unchanged	Shares	0	+$1.3K	$2.8K
31	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	+$1.3K	$2.8K
32	Fortitude Family Office, LLC unchanged	Shares	0	+$1.3K	$2.7K
33	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$1.0K	$2.2K
34	Owl Creek Wealth Partners LLC new	Shares	+35	+$966	$966
35	Byrne Asset Management LLC unchanged	Shares	0	+$908	$1.9K
36	Key FInancial Inc unchanged	Shares	0	+$882	$1.9K
37	Golden State Wealth Management, LLC unchanged	Shares	0	+$830	$1.8K
38	JFS WEALTH ADVISORS, LLC new	Shares	+25	+$690	$690
39	VISION FINANCIAL MARKETS LLC unchanged	Shares	0	+$656	$1.4K
40	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$608	$1.3K
41	Handelsbanken Fonder AB trimmed	Shares	-300	+$597	$1.3K
42	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. unchanged	Shares	0	+$584	$1.2K
43	AMALGAMATED BANK trimmed	Shares	-2.9K	+$534	$1.2K
44	State of Alaska, Department of Revenue trimmed	Shares	-26.6K	+$451	$1.8K
45	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+7	+$387	$607
46	Mascoma Wealth Management LLC new	Shares	+12	+$331	$331
47	Davis Capital Management new	Shares	+9	+$248	$248
48	Abound Wealth Management unchanged	Shares	0	+$91	$194
49	SBI Securities Co., Ltd. unchanged	Shares	0	+$52	$110
50	Hughes Financial Services, LLC new	Shares	+1	+$28	$28

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