Filing Research | XPEL - XPEL INC Institutional Holdings

Snapshot holdings

37 / 37 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	3.7MSH	$181.1M
2	Curated Wealth Partners LLC	Shares	54.3KSH	$5.5M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	108.9KSH	$4.8M
4	Pacific Excel Wealth Advisors, Inc.	Shares	81.8KSH	$4.1M
5	ISTHMUS PARTNERS, LLC	Shares	36.0KSH	$1.8M
6	FIRST CITIZENS BANK & TRUST CO	Shares	12.6KSH	$623.3K
7	Envestnet Portfolio Solutions, Inc.	Shares	12.1KSH	$599.2K
8	Louisiana State Employees Retirement System	Shares	11.0KSH	$545.6K
9	Police & Firemen's Retirement System of New Jersey	Shares	7.6KSH	$379.4K
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	6.7KSH	$334.6K
11	EXCHANGE TRADED CONCEPTS, LLC	Shares	5.8KSH	$290.0K
12	Cordoba Advisory Partners LLC	Shares	5.8KSH	$286.0K
13	Linden Thomas Advisory Services, LLC	Shares	5.6KSH	$280.2K
14	GAMMA Investing LLC	Shares	2.8KSH	$136.8K
15	Mirae Asset Global Investments Co., Ltd.	Shares	1.6KSH	$81.8K
16	Versant Capital Management, Inc	Shares	725SH	$36.0K
17	Catalyst Capital Advisors LLC	Shares	700SH	$34.7K
18	Farther Finance Advisors, LLC	Shares	390SH	$19.2K
19	Financial Management Professionals, Inc.	Shares	306SH	$15.2K
20	SBI Securities Co., Ltd.	Shares	204SH	$10.1K
21	Spire Wealth Management	Shares	194SH	$9.6K
22	SIGNATUREFD, LLC	Shares	180SH	$8.9K
23	MassMutual Private Wealth & Trust, FSB	Shares	61SH	$3.0K
24	QV Investors Inc.	Shares	51.6KSH	$2.6K
25	Cedar Mountain Advisors, LLC	Shares	25SH	$1.2K
26	EverSource Wealth Advisors, LLC	Shares	25SH	$1.2K
27	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	20.2KSH	$1.0K
28	FARMERS & MERCHANTS INVESTMENTS INC	Shares	13SH	$645
29	State of Alaska, Department of Revenue	Shares	9.8KSH	$487
30	AMALGAMATED BANK	Shares	6.8KSH	$335
31	GILPIN WEALTH MANAGEMENT, LLC	Shares	4SH	$199
32	VISION FINANCIAL MARKETS LLC	Shares	3SH	$147
33	Abound Wealth Management	Shares	2SH	$100
34	Physician Wealth Advisors, Inc.	Shares	2SH	$100
35	Hughes Financial Services, LLC	Shares	2SH	$99
36	Davis Capital Management	Shares	1SH	$50
37	IFP Advisors, Inc	Shares	1SH	$50

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

41 / 41 loaded

#		Instrument
1	WASATCH ADVISORS LP trimmed	Shares	-194.1K	+$10.9M	$181.1M
2	Curated Wealth Partners LLC new	Shares	+54.3K	+$5.5M	$5.5M
3	Pacific Excel Wealth Advisors, Inc. new	Shares	+81.8K	+$4.1M	$4.1M
4	ISTHMUS PARTNERS, LLC new	Shares	+36.0K	+$1.8M	$1.8M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+10.3K	+$492.1K	$4.8M
6	FIRST CITIZENS BANK & TRUST CO added	Shares	+396	+$84.6K	$623.3K
7	Police & Firemen's Retirement System of New Jersey added	Shares	+978	+$84.1K	$379.4K
8	Envestnet Portfolio Solutions, Inc. added	Shares	+421	+$83.1K	$599.2K
9	Mirae Asset Global Investments Co., Ltd. new	Shares	+1.6K	+$81.8K	$81.8K
10	Louisiana State Employees Retirement System trimmed	Shares	-200	+$49.9K	$545.6K
11	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+26	+$37.2K	$334.6K
12	Cordoba Advisory Partners LLC unchanged	Shares	0	+$30.8K	$286.0K
13	Linden Thomas Advisory Services, LLC trimmed	Shares	-58	+$27.6K	$280.2K
14	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-130	+$25.5K	$290.0K
15	Financial Management Professionals, Inc. new	Shares	+306	+$15.2K	$15.2K
16	GAMMA Investing LLC trimmed	Shares	-104	+$10.1K	$136.8K
17	Versant Capital Management, Inc unchanged	Shares	0	+$3.9K	$36.0K
18	Catalyst Capital Advisors LLC unchanged	Shares	0	+$3.7K	$34.7K
19	SBI Securities Co., Ltd. added	Shares	+25	+$2.2K	$10.1K
20	Spire Wealth Management unchanged	Shares	0	+$1.0K	$9.6K
21	SIGNATUREFD, LLC unchanged	Shares	0	+$961	$8.9K
22	MassMutual Private Wealth & Trust, FSB added	Shares	+5	+$547	$3.0K
23	QV Investors Inc. unchanged	Shares	0	+$276	$2.6K
24	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$133	$1.2K
25	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+155	+$115	$1.0K
26	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+2	+$110	$199
27	Hughes Financial Services, LLC new	Shares	+2	+$99	$99
28	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$70	$645
29	Davis Capital Management new	Shares	+1	+$50	$50
30	AMALGAMATED BANK trimmed	Shares	-506	+$14	$335
31	VISION FINANCIAL MARKETS LLC unchanged	Shares	0	+$14	$147
32	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$11	$100
33	IFP Advisors, Inc unchanged	Shares	0	+$6	$50
34	Abound Wealth Management trimmed	Shares	-2	-$78	$100
35	State of Alaska, Department of Revenue trimmed	Shares	-4.3K	-$140	$487
36	EverSource Wealth Advisors, LLC trimmed	Shares	-13	-$442	$1.2K
37	Scarborough Advisors, LLC exited	Shares	-12	-$531	$0
38	Sound Income Strategies, LLC exited	Shares	-24	-$1.1K	$0
39	JNBA Financial Advisors exited	Shares	-74	-$3.3K	$0
40	Farther Finance Advisors, LLC trimmed	Shares	-179	-$6.2K	$19.2K
41	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS exited	Shares	-6.2K	-$275.7K	$0