Filing Research | XPENG INC Institutional Holdings

Snapshot holdings

36 / 36 loaded

#		Instrument	quantity
1	EXCHANGE TRADED CONCEPTS, LLC	Shares	1.9MSH	$25.3M
2	Valeo Financial Advisors, LLC	Shares	387.2KSH	$5.1M
3	Mirae Asset Global Investments Co., Ltd.	Shares	109.2KSH	$1.4M
4	PING CAPITAL MANAGEMENT, INC.	Shares	60.0KSH	$794.4K
5	Crossmark Global Holdings, Inc.	Shares	53.1KSH	$702.5K
6	Abacus Wealth Partners, LLC	Shares	28.8KSH	$381.7K
7	Ballentine Partners, LLC	Shares	25.5KSH	$338.0K
8	Rathbones Group PLC	Shares	23.5KSH	$310.6K
9	SIGNATUREFD, LLC	Shares	22.1KSH	$293.0K
10	Sequoia Financial Advisors, LLC	Shares	21.1KSH	$280.0K
11	GREENLEAF TRUST	Shares	19.1KSH	$252.6K
12	Robeco Institutional Asset Management B.V.	Shares	18.5KSH	$245.4K
13	SBI Securities Co., Ltd.	Shares	15.2KSH	$201.9K
14	QRG CAPITAL MANAGEMENT, INC.	Shares	14.1KSH	$186.9K
15	PFG Investments, LLC	Shares	10.9KSH	$145.0K
16	Financial Perspectives, Inc	Shares	4.4KSH	$58.2K
17	EASTERN BANK	Shares	3.4KSH	$45.1K
18	Fideuram Asset Management (Ireland) dac	Shares	2.6KSH	$42.1K
19	EverSource Wealth Advisors, LLC	Shares	3.1KSH	$41.2K
20	Farther Finance Advisors, LLC	Shares	3.1KSH	$40.7K
21	Global X Japan Co., Ltd.	Shares	1.1KSH	$14.3K
22	JFS WEALTH ADVISORS, LLC	Shares	597SH	$7.9K
23	Blue Trust, Inc.	Shares	554SH	$7.3K
24	IFP Advisors, Inc	Shares	271SH	$3.6K
25	Golden State Wealth Management, LLC	Shares	250SH	$3.3K
26	HIGHLINE WEALTH PARTNERS LLC	Shares	245SH	$3.2K
27	LANARK FINANCIAL, INC.	Shares	185SH	$2.4K
28	Versant Capital Management, Inc	Shares	74SH	$980
29	Ares Financial Consulting, LLC	Shares	73SH	$967
30	True Wealth Design, LLC	Shares	70SH	$927
31	BFSG, LLC	Shares	33SH	$437
32	Physician Wealth Advisors, Inc.	Shares	17SH	$226
33	LRI Investments, LLC	Shares	11SH	$146
34	Abound Wealth Management	Shares	6SH	$80
35	Mosley Wealth Management	Shares	4SH	$53
36	TSFG, LLC	Shares	100SH	$1

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

44 / 44 loaded

#		Instrument
1	Mirae Asset Global Investments Co., Ltd. new	Shares	+109.2K	+$1.4M	$1.4M
2	Crossmark Global Holdings, Inc. added	Shares	+38.3K	+$450.3K	$702.5K
3	PING CAPITAL MANAGEMENT, INC. added	Shares	+37.5K	+$409.4K	$794.4K
4	QRG CAPITAL MANAGEMENT, INC. new	Shares	+14.1K	+$186.9K	$186.9K
5	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+441.9K	+$178.5K	$25.3M
6	EASTERN BANK new	Shares	+3.4K	+$45.1K	$45.1K
7	Fideuram Asset Management (Ireland) dac new	Shares	+2.6K	+$42.1K	$42.1K
8	Global X Japan Co., Ltd. added	Shares	+291	+$811	$14.3K
9	BFSG, LLC new	Shares	+33	+$437	$437
10	LRI Investments, LLC new	Shares	+11	+$146	$146
11	Versant Capital Management, Inc added	Shares	+23	+$107	$980
12	Mosley Wealth Management new	Shares	+4	+$53	$53
13	TSFG, LLC unchanged	Shares	0	-$1	$1
14	Abound Wealth Management unchanged	Shares	0	-$23	$80
15	Physician Wealth Advisors, Inc. unchanged	Shares	0	-$65	$226
16	Global Wealth Strategies & Associates exited	Shares	-11	-$188	$0
17	Ares Financial Consulting, LLC unchanged	Shares	0	-$311	$967
18	LANARK FINANCIAL, INC. unchanged	Shares	0	-$716	$2.4K
19	Scarborough Advisors, LLC exited	Shares	-46	-$787	$0
20	Golden State Wealth Management, LLC unchanged	Shares	0	-$968	$3.3K
21	IFP Advisors, Inc unchanged	Shares	0	-$1.0K	$3.6K
22	Key FInancial Inc exited	Shares	-74	-$1.3K	$0
23	HIGHLINE WEALTH PARTNERS LLC trimmed	Shares	-62	-$2.0K	$3.2K
24	True Wealth Design, LLC trimmed	Shares	-103	-$2.0K	$927
25	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$2.3K	$7.9K
26	Blue Trust, Inc. trimmed	Shares	-68	-$3.3K	$7.3K
27	FINANCIAL CONSULATE, INC exited	Shares	-390	-$6.7K	$0
28	Financial Perspectives, Inc unchanged	Shares	0	-$17.0K	$58.2K
29	GREENLEAF TRUST added	Shares	+2.9K	-$23.4K	$252.6K
30	Farther Finance Advisors, LLC trimmed	Shares	-867	-$28.4K	$40.7K
31	PFG Investments, LLC unchanged	Shares	0	-$42.4K	$145.0K
32	EverSource Wealth Advisors, LLC trimmed	Shares	-2.9K	-$62.1K	$41.2K
33	SBI Securities Co., Ltd. trimmed	Shares	-624	-$69.7K	$201.9K
34	Robeco Institutional Asset Management B.V. unchanged	Shares	0	-$71.7K	$245.4K
35	SIGNATUREFD, LLC trimmed	Shares	-972	-$102.3K	$293.0K
36	Sequoia Financial Advisors, LLC trimmed	Shares	-3.3K	-$138.3K	$280.0K
37	Ballentine Partners, LLC trimmed	Shares	-4.1K	-$169.0K	$338.0K
38	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. exited	Shares	-16.4K	-$279.7K	$0
39	Venturi Wealth Management, LLC exited	Shares	-16.5K	-$282.0K	$0
40	Patriot Financial Group Insurance Agency, LLC exited	Shares	-18.7K	-$320.0K	$0
41	Aaron Wealth Advisors LLC exited	Shares	-19.0K	-$325.9K	$0
42	Abacus Wealth Partners, LLC trimmed	Shares	-17.7K	-$413.9K	$381.7K
43	Rathbones Group PLC trimmed	Shares	-20.0K	-$432.3K	$310.6K
44	Valeo Financial Advisors, LLC added	Shares	+1.1K	-$1.5M	$5.1M