Filing Research | XPO - XPO INC Institutional Holdings

Snapshot holdings

50 / 143 loaded

#		Instrument	quantity
1	Douglas Lane & Associates, LLC	Shares	220.2KSH	$45.2M
2	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	180.9KSH	$37.1M
3	Traynor Capital Management, Inc.	Shares	38.9KSH	$8.0M
4	Louisiana State Employees Retirement System	Shares	34.4KSH	$7.1M
5	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	33.1KSH	$6.8M
6	Spire Wealth Management	Shares	27.5KSH	$5.6M
7	Gilman Hill Asset Management, LLC	Shares	23.8KSH	$4.9M
8	IFM Investors Pty Ltd	Shares	23.3KSH	$4.8M
9	Oliver Luxxe Assets LLC	Shares	22.5KSH	$4.6M
10	EXCHANGE TRADED CONCEPTS, LLC	Shares	22.1KSH	$4.5M
11	Fideuram Asset Management (Ireland) dac	Shares	19.7KSH	$4.2M
12	PensionDanmark Pensionsforsikringsaktieselskab	Shares	18.8KSH	$3.9M
13	Police & Firemen's Retirement System of New Jersey	Shares	17.0KSH	$3.5M
14	ARGENT CAPITAL MANAGEMENT LLC	Shares	13.9KSH	$2.9M
15	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	12.6KSH	$2.6M
16	Rathbones Group PLC	Shares	12.2KSH	$2.5M
17	GATEWAY INVESTMENT ADVISERS LLC	Shares	11.4KSH	$2.3M
18	Envestnet Portfolio Solutions, Inc.	Shares	11.0KSH	$2.3M
19	FIRST CITIZENS BANK & TRUST CO	Shares	10.7KSH	$2.2M
20	Fifth Third Wealth Advisors LLC	Shares	10.4KSH	$2.1M
21	SECURIAN ASSET MANAGEMENT, INC	Shares	8.6KSH	$1.9M
22	ASR Vermogensbeheer N.V.	Shares	8.5KSH	$1.7M
23	Crossmark Global Holdings, Inc.	Shares	8.4KSH	$1.7M
24	AG2R LA MONDIALE GESTION D'ACTIFS	Shares	7.9KSH	$1.6M
25	Assenagon Asset Management S.A.	Shares	7.4KSH	$1.5M
26	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	10.1KSH	$1.5M
27	QRG CAPITAL MANAGEMENT, INC.	Shares	7.1KSH	$1.5M
28	CITY HOLDING CO	Shares	7.1KSH	$1.5M
29	Bison Wealth, LLC	Shares	7.0KSH	$1.5M
30	Oak Thistle LLC	Shares	7.0KSH	$1.4M
31	GREENLEAF TRUST	Shares	6.9KSH	$1.4M
32	FLAGSHIP HARBOR ADVISORS, LLC	Shares	6.7KSH	$1.4M
33	ABN AMRO INVESTMENT SOLUTIONS	Shares	6.6KSH	$1.4M
34	Life Planning Partners, Inc	Shares	6.4KSH	$1.3M
35	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	5.9KSH	$1.2M
36	Tenon Financial LLC	Shares	5.8KSH	$1.2M
37	Swedbank AB	Shares	5.8KSH	$1.2M
38	E. Ohman J:or Asset Management AB	Shares	5.7KSH	$1.2M
39	OFI INVEST ASSET MANAGEMENT	Shares	6.1KSH	$1.1M
40	ANCHYRA PARTNERS LLC	Shares	5.2KSH	$1.1M
41	Friedenthal Financial	Shares	5.2KSH	$1.1M
42	WEBSTER BANK, N. A.	Shares	5.2KSH	$1.1M
43	Perpetual Ltd	Shares	5.1KSH	$1.1M
44	Quintet Private Bank (Europe) S.A.	Shares	4.7KSH	$964.9K
45	GAMMA Investing LLC	Shares	4.5KSH	$916.8K
46	Wellspring Financial Advisors, LLC	Shares	3.7KSH	$762.0K
47	Central Pacific Bank - Trust Division	Shares	3.7KSH	$759.6K
48	Grandview Asset Management LLC	Shares	3.6KSH	$740.3K
49	Diversified Trust Co	Shares	3.5KSH	$719.1K
50	Sequoia Financial Advisors, LLC	Shares	3.3KSH	$675.2K

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

50 / 154 loaded

#		Instrument
1	IFM Investors Pty Ltd new	Shares	+23.3K	+$4.8M	$4.8M
2	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+21.0K	+$4.3M	$4.5M
3	Fideuram Asset Management (Ireland) dac new	Shares	+19.7K	+$4.2M	$4.2M
4	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added	Shares	+6.9K	+$3.3M	$37.1M
5	ARGENT CAPITAL MANAGEMENT LLC new	Shares	+13.9K	+$2.9M	$2.9M
6	Sumitomo Mitsui DS Asset Management Company, Ltd new	Shares	+12.6K	+$2.6M	$2.6M
7	ASR Vermogensbeheer N.V. new	Shares	+8.5K	+$1.7M	$1.7M
8	AG2R LA MONDIALE GESTION D'ACTIFS new	Shares	+7.9K	+$1.6M	$1.6M
9	Assenagon Asset Management S.A. new	Shares	+7.4K	+$1.5M	$1.5M
10	Oak Thistle LLC new	Shares	+7.0K	+$1.4M	$1.4M
11	ABN AMRO INVESTMENT SOLUTIONS new	Shares	+6.6K	+$1.4M	$1.4M
12	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+5.1K	+$1.2M	$3.9M
13	Swedbank AB new	Shares	+5.8K	+$1.2M	$1.2M
14	E. Ohman J:or Asset Management AB new	Shares	+5.7K	+$1.2M	$1.2M
15	Traynor Capital Management, Inc. added	Shares	+1.9K	+$1.1M	$8.0M
16	Friedenthal Financial new	Shares	+5.2K	+$1.1M	$1.1M
17	Diversified Trust Co new	Shares	+3.5K	+$719.1K	$719.1K
18	Mirae Asset Global Investments Co., Ltd. new	Shares	+2.4K	+$493.1K	$493.1K
19	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+1.7K	+$453.2K	$2.3M
20	Louisiana State Employees Retirement System added	Shares	+400	+$447.3K	$7.1M
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.9K	+$390.2K	$1.5M
22	Apollon Wealth Management, LLC added	Shares	+1.7K	+$356.6K	$620.0K
23	Crossmark Global Holdings, Inc. added	Shares	+1.3K	+$342.8K	$1.7M
24	Spire Wealth Management added	Shares	+145	+$325.5K	$5.6M
25	QRG CAPITAL MANAGEMENT, INC. added	Shares	+997	+$270.4K	$1.5M
26	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+1.1K	+$234.0K	$234.0K
27	GAMMA Investing LLC added	Shares	+931	+$229.1K	$916.8K
28	Amplius Wealth Advisors, LLC new	Shares	+1.0K	+$208.8K	$208.8K
29	BEACON FINANCIAL GROUP new	Shares	+1.0K	+$208.8K	$208.8K
30	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+988	+$202.8K	$202.8K
31	Procyon Advisors, LLC new	Shares	+985	+$202.2K	$202.2K
32	Central Pacific Bank - Trust Division added	Shares	+703	+$176.5K	$759.6K
33	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-9	+$175.2K	$1.9M
34	CITY HOLDING CO added	Shares	+275	+$129.6K	$1.5M
35	Grandview Asset Management LLC added	Shares	+190	+$75.7K	$740.3K
36	UHLMANN PRICE SECURITIES, LLC added	Shares	+100	+$75.5K	$615.9K
37	NorthCrest Asset Manangement, LLC added	Shares	+233	+$69.3K	$624.5K
38	Life Planning Partners, Inc unchanged	Shares	0	+$68.6K	$1.3M
39	GREENLEAF TRUST trimmed	Shares	-31	+$68.4K	$1.4M
40	Avior Wealth Management, LLC added	Shares	+212	+$67.1K	$493.9K
41	OFI INVEST ASSET MANAGEMENT unchanged	Shares	0	+$65.8K	$1.1M
42	Bison Wealth, LLC added	Shares	+20	+$63.7K	$1.5M
43	Tenon Financial LLC unchanged	Shares	0	+$62.8K	$1.2M
44	Versant Capital Management, Inc added	Shares	+283	+$60.5K	$103.3K
45	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-22	+$58.9K	$1.2M
46	WEBSTER BANK, N. A. unchanged	Shares	0	+$55.4K	$1.1M
47	Quintet Private Bank (Europe) S.A. unchanged	Shares	0	+$50.5K	$964.9K
48	Perpetual Ltd trimmed	Shares	-28	+$49.7K	$1.1M
49	IFP Advisors, Inc added	Shares	+201	+$45.2K	$117.2K
50	FLAGSHIP HARBOR ADVISORS, LLC trimmed	Shares	-146	+$43.1K	$1.4M

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