Public record / Tickers / XPO

XPO — XPO, Inc.

Both disclosure regimes on one name: who in Congress filed about XPO, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
15
all PTR rows naming XPO
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
09-12
filed 2025-09-12
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

James M. Inhofe · $50.0K–$100K

Purchase · traded 2018-10-25 → filed 2018-11-08. Ranked over every XPO row by the provable lower bound, never a point estimate.

No member disclosed XPO in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

5 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING XPO · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning XPO
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-09-12Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 08-04 +39d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 07-22 +22d$1K–$15K
2021-08-13Susie Lee D–NV-3Sale · JT (jointly owned)Traded 07-27 +17d$1K–$15K
2020-04-28Susie Lee D–NV-3Sale · partial · JT (partial sale, jointly owned)Traded 02-05 LATE·83d$1K–$15K
2020-01-16Susie Lee D–NV-3Purchase · JT (jointly owned)Traded 2019-11-15 LATE·62d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 15 ↗

Members active in XPO

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed XPO in the trailing 12 months.

Congress ↔ notable managers · XPO

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · XPO INC

Merged timeline of congressional filings and notable-manager moves on XPO
DateWhoChangeSize
2026-05-15D1 Capital Partners 13Ftrim−747,412 sh
2026-05-15Gotham Asset Management 13Ftrim−12,941 sh
2026-05-15Bridgewater Associates 13Ftrim−8,018 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of XPO for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$2.4B1
2MFN Partners Management, LP$2.2B1
3Capital Research Global Investors$1.9B1
4Capital World Investors$1.1B1
5VANGUARD CAPITAL MANAGEMENT LLC$984M1
6Invesco Ltd.$940M1
7VANGUARD PORTFOLIO MANAGEMENT LLC$923M1
8FMR LLC$701M1
9STATE STREET CORP$697M1
10Orbis Allan Gray Ltd$663M1
11Durable Capital Partners LP$571M1
12Clearbridge Investments, LLC$539M1
13GEODE CAPITAL MANAGEMENT, LLC$425M1
14D1 Capital Partners L.P.$251M1
15Holocene Advisors, LP$243M1
16Findlay Park Partners LLP$231M1
17CITADEL ADVISORS LLC$225M1
18DIMENSIONAL FUND ADVISORS LP$216M1
19MORGAN STANLEY$200M1
20NORTHERN TRUST CORP$190M1
21Capital International Investors$180M1
22FIL Ltd$178M1
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC$177M1
24MILLENNIUM MANAGEMENT LLC$148M1
25Cercano Management LLC$147M1
26VANGUARD FIDUCIARY TRUST CO$141M1
27Bank of New York Mellon Corp$139M1
28GROUPAMA ASSET MANAGMENT$127M1
29FRONTIER CAPITAL MANAGEMENT CO LLC$127M1
30WESTFIELD CAPITAL MANAGEMENT CO LP$111M1
31PRIMECAP MANAGEMENT CO/CA/$111M1
32UBS Group AG$99.8M1
33RAYMOND JAMES FINANCIAL INC$99.1M1
34MASSACHUSETTS FINANCIAL SERVICES CO /MA/$96.1M1
35Qube Research & Technologies Ltd$89.0M1
36BANK OF AMERICA CORP /DE/$87.0M1
37BALYASNY ASSET MANAGEMENT L.P.$85.8M1
38WELLS FARGO & COMPANY/MN$78.5M1
39Allspring Global Investments Holdings, LLC$77.7M1
40JANE STREET GROUP, LLC$75.8M1
41AMERICAN CENTURY COMPANIES INC$71.6M1
42WELLINGTON MANAGEMENT GROUP LLP$68.1M1
43One Madison Group LLC$65.5M1
44Maple Rock Capital Partners Inc.$62.3M1
45RHUMBLINE ADVISERS$58.6M1
46UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$57.9M1
47AMERIPRISE FINANCIAL INC$57.8M1
48Squarepoint Ops LLC$54.8M1
49Polar Capital Holdings Plc$51.5M1
50ALLIANCEBERNSTEIN L.P.$51.0M1
51PRINCIPAL FINANCIAL GROUP INC$50.9M1
52Swiss National Bank$45.6M1
53FEDERATED HERMES, INC.$45.4M1
54Nuveen, LLC$44.9M1
55RICE HALL JAMES & ASSOCIATES, LLC$43.6M1
56Retirement Systems of Alabama$42.1M1
57ROYAL BANK OF CANADA$41.4M1
58Schonfeld Strategic Advisors LLC$39.9M1
59CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$38.5M1
60TWO SIGMA INVESTMENTS, LP$36.7M1
61CITIGROUP INC$35.4M1
62SEI INVESTMENTS CO$34.9M1
63RENAISSANCE TECHNOLOGIES LLC$34.8M1
64TD ASSET MANAGEMENT INC$34.2M1
65Baird Financial Group, Inc.$32.9M1
66Legal & General Group Plc$32.4M1
67ENVESTNET ASSET MANAGEMENT INC$26.3M1
68PICTON MAHONEY ASSET MANAGEMENT$25.9M1
69Arnhold LLC$25.5M1
70Interval Partners, LP$25.1M1
71VOLORIDGE INVESTMENT MANAGEMENT, LLC$24.9M1
72WESTWOOD HOLDINGS GROUP INC$24.2M1
73NATIONAL BANK OF CANADA /FI/$23.2M1
74Jain Global LLC$21.7M1
75LPL Financial LLC$21.6M1
76VANGUARD ASSET MANAGEMENT, Ltd$20.6M1
77Slate Path Capital LP$19.6M1
78NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$19.4M1
79DRIEHAUS CAPITAL MANAGEMENT LLC$19.0M1
80STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$18.6M1
81TRITONPOINT WEALTH, LLC$18.5M1
82TOCQUEVILLE ASSET MANAGEMENT L.P.$17.8M1
83HAWK RIDGE CAPITAL MANAGEMENT LP$17.6M1
84STATE OF WISCONSIN INVESTMENT BOARD$17.1M1
85Brevan Howard Capital Management LP$16.7M1
86MetLife Investment Management, LLC$16.0M1
87WORLDQUANT MILLENNIUM ADVISORS LLC$15.2M1
88FIRST TRUST ADVISORS LP$15.1M1
89Walleye Capital LLC$14.3M1
90BARCLAYS PLC$13.4M1
91JAG CAPITAL MANAGEMENT, LLC$12.7M1
92INTECH INVESTMENT MANAGEMENT LLC$12.5M1
93Gotham Asset Management, LLC$12.5M1
94Nicholas Investment Partners, LP$12.4M1
95PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$12.3M1
96THORNBURG INVESTMENT MANAGEMENT INC$12.1M1
97OPPENHEIMER & CO INC$12.0M1
98NEW YORK STATE COMMON RETIREMENT FUND$11.9M1
99MANUFACTURERS LIFE INSURANCE COMPANY, THE$11.6M1
100Channing Capital Management, LLC$11.6M1
101Janus Henderson Group Ltd.$10.4M1
102Quantinno Capital Management LP$10.3M1
103DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$9.7M1
104Lagoda Investment Management, L.P.$9.7M1
105Vanguard Global Advisers, LLC$9.5M1
106Trexquant Investment LP$8.8M1
107MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$8.7M1
108SCHRODER INVESTMENT MANAGEMENT GROUP$8.7M1
109Zurcher Kantonalbank (Zurich Cantonalbank)$8.5M1
110SUSQUEHANNA INTERNATIONAL GROUP, LLP$8.1M1
111STEADFAST CAPITAL MANAGEMENT LP$8.1M1
112STIFEL FINANCIAL CORP$7.9M1
113State of New Jersey Common Pension Fund D$7.9M1
114Man Group plc$7.8M1
115CIBC WORLD MARKET INC.$7.7M1
116VICTORY CAPITAL MANAGEMENT INC$7.5M1
117Traynor Capital Management, Inc.$6.9M1
118Capital International Sarl$6.9M1
119YOUSIF CAPITAL MANAGEMENT, LLC$6.8M1
120AGMAN CAPITAL LLC$6.8M1
121Redmond Asset Management, LLC$6.7M1
122Universal- Beteiligungs- und Servicegesellschaft mbH$6.7M1
123Aquatic Capital Management LLC$6.6M1
124FIFTH THIRD BANCORP$6.6M1
125Gilman Hill Asset Management, LLC$6.6M1
126Mawer Investment Management Ltd.$6.4M1
127Arizona State Retirement System$6.3M1
128Verition Fund Management LLC$6.2M1
129Shellback Capital, LP$5.8M1
130J. Goldman & Co LP$5.8M1
131Game Creek Capital, LP$5.8M1
132Vanguard Investments Australia, Ltd.$5.8M1
133COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$5.7M1
134RBF Capital, LLC$5.6M1
135BANK OF MONTREAL /CAN/$5.6M1
136STATE OF MICHIGAN RETIREMENT SYSTEM$5.5M1
137Waratah Capital Advisors Ltd.$5.5M1
138K.J. Harrison & Partners Inc$5.4M1
139Greenstone Partners & Co., LLC$5.4M1
140AQR CAPITAL MANAGEMENT LLC$5.2M1
141KLP KAPITALFORVALTNING AS$5.1M1
142XTX Topco Ltd$5.1M1
143Spire Wealth Management$5.1M1
144NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$5.1M1
145CASTLEARK MANAGEMENT LLC$5.0M1
146Bridgewater Associates, LP$4.9M1
147Oliver Luxxe Assets LLC$4.7M1
148OREGON PUBLIC EMPLOYEES RETIREMENT FUND$4.7M1
149Hudson Bay Capital Management LP$4.5M1
150FORMULA GROWTH LTD$4.5M1
151Pathstone Holdings, LLC$4.3M1
152Ameritas Investment Partners, Inc.$4.2M1
153PANAGORA ASSET MANAGEMENT INC$4.1M1
154Steward Partners Investment Advisory, LLC$4.0M1
155AE Wealth Management LLC$3.9M1
1564D Advisors, LLC$3.9M1
157OCCUDO QUANTITATIVE STRATEGIES LP$3.8M1
158CAPITAL INTERNATIONAL LTD /CA/$3.8M1
159US BANCORP \DE\$3.7M1
160Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$3.7M1
161Utah Retirement Systems$3.6M1
162Pictet Asset Management Holding SA$3.6M1
163Corient Private Wealth LLC$3.6M1
164Y-Intercept (Hong Kong) Ltd$3.6M1
165HSBC HOLDINGS PLC$3.5M1
166VOYA INVESTMENT MANAGEMENT LLC$3.5M1
167XPONANCE LLC$3.4M1
168DnB Asset Management AS$3.3M1
169Sargent Investment Group, LLC$3.3M1
170GUGGENHEIM CAPITAL LLC$3.3M1
171Jefferies Financial Group Inc.$3.2M1
172LMR Partners LLP$3.1M1
173Independent Advisor Alliance$3.0M1
174Baker Avenue Asset Management, LP$3.0M1
175Cetera Investment Advisers$3.0M1
176NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.9M1
177Vanguard Personalized Indexing Management, LLC$2.8M1
178Creative Planning$2.7M1
179Amundi$2.6M1
180OSAIC HOLDINGS, INC.$2.5M1
181LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.5M1
182Calamos Advisors LLC$2.5M1
183Envestnet Portfolio Solutions, Inc.$2.5M1
184DEUTSCHE BANK AG\$2.5M1
185TEACHER RETIREMENT SYSTEM OF TEXAS$2.4M1
186COMMONWEALTH EQUITY SERVICES, LLC$2.4M1
187FIRST CITIZENS BANK & TRUST CO$2.4M1
188O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.3M1
189QUADRANT CAPITAL GROUP LLC$2.3M1
190HighTower Advisors, LLC$2.2M1
191Capital International, Inc./CA/$2.1M1
192BROWN ADVISORY INC$2.0M1
193GATEWAY INVESTMENT ADVISERS LLC$1.9M1
194Sigma Planning Corp$1.8M1
195Parallax Volatility Advisers, L.P.$1.8M1
196BRANT POINT INVESTMENT MANAGEMENT LLC$1.8M1
197Ashton Thomas Private Wealth, LLC$1.8M1
198HighVista Strategies LLC$1.7M1
199SECURIAN ASSET MANAGEMENT, INC$1.7M1
200Orion Porfolio Solutions, LLC$1.7M1
201Dakota Wealth Management$1.6M1
202Graham Capital Management, L.P.$1.6M1
203Swiss Life Asset Management Ltd$1.5M1
204Nemes Rush Group LLC$1.5M1
205UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.5M1
206MERCER GLOBAL ADVISORS INC /ADV$1.5M1
207Twin Tree Management, LP$1.5M1
208FORA Capital, LLC$1.4M1
209Bison Wealth, LLC$1.4M1
210Federation des caisses Desjardins du Quebec$1.4M1
211Crossmark Global Holdings, Inc.$1.4M1
212Quadrature Capital Ltd$1.4M1
213GREENLEAF TRUST$1.4M1
214Vident Advisory, LLC$1.3M1
215SIG BROKERAGE, LP$1.3M1
216FLAGSHIP HARBOR ADVISORS, LLC$1.3M1
217NISA INVESTMENT ADVISORS, LLC$1.3M1
218GUERRA PAN ADVISORS, LLC$1.3M1
219AGF MANAGEMENT LTD$1.2M1
220Qsemble Capital Management, LP$1.2M1
221Ensign Peak Advisors, Inc$1.2M1
222Life Planning Partners, Inc$1.2M1
223SOUTHEASTERN ASSET MANAGEMENT INC/TN/$1.2M1
224PRUDENTIAL FINANCIAL INC$1.2M1
225SIGMA INVESTMENT COUNSELORS INC$1.2M1
226QRG CAPITAL MANAGEMENT, INC.$1.2M1
227&PARTNERS$1.2M1
228Headlands Technologies LLC$1.2M1
229EVERGREEN CAPITAL MANAGEMENT LLC$1.1M1
230Northwest & Ethical Investments L.P.$1.1M1
231Tenon Financial LLC$1.1M1
232Maryland State Retirement & Pension System$1.1M1
233Retireful, LLC$1.1M1
234Mystic Asset Management, Inc.$1.1M1
235Turas Capital Management LP$1.1M1
236Cerity Partners LLC$1.1M1
237ANCHYRA PARTNERS LLC$1.1M1
238WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.1M1
239M&T BANK CORP$1.0M1
240Odyssean, LLC$1.0M1
241OFI INVEST ASSET MANAGEMENT$1.0M1
242WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$1.0M1
243Perpetual Ltd$1.0M1
244WEBSTER BANK, N. A.$1.0M1
245Tidal Investments LLC$997K1
246Bridgefront Capital, LLC$974K1
247Cherokee Insurance Co$973K1
248FRANKLIN RESOURCES INC$971K1
249BLAIR WILLIAM & CO/IL$964K1
250ProShare Advisors LLC$961K1
251TRUIST FINANCIAL CORP$953K1
252Tower Research Capital LLC (TRC)$943K1
253PINNACLE ASSOCIATES LTD$942K1
254Summit Trail Advisors, LLC$931K1
255PROMETHIUM ADVISORS,LLC$926K1
256Engineers Gate Manager LP$923K1
257Quintet Private Bank (Europe) S.A.$914K1
258MML INVESTORS SERVICES, LLC$908K1
259Kingsview Wealth Management, LLC$872K1
260REGIONS FINANCIAL CORP$864K1
261Machina Capital S.A.S.$859K1
262Sanctuary Advisors, LLC$845K1
263Centiva Capital, LP$845K1
264Mitsubishi UFJ Trust & Banking Corp$844K1
265Farringdon Capital, Ltd.$830K1
266Capital Group Investment Management Pte. Ltd.$829K1
267Resonant Capital Advisors, LLC$816K1
268Cresset Asset Management, LLC$809K1
269CANADA PENSION PLAN INVESTMENT BOARD$778K1
270COLDSTREAM CAPITAL MANAGEMENT INC$766K1
271Kestra Advisory Services, LLC$763K1
272Empowered Funds, LLC$760K1
273Arax Advisory Partners$760K1
274SHELTON CAPITAL MANAGEMENT$739K1
275First Eagle Investment Management, LLC$721K1
276FLPUTNAM INVESTMENT MANAGEMENT CO$709K1
277Vestmark Advisory Solutions, Inc.$709K1
278Concurrent Investment Advisors, LLC$706K1
279CIBC Asset Management Inc$699K1
280Snowden Capital Advisors LLC$695K1
281Rafferty Asset Management, LLC$683K1
282CTC Alternative Strategies, Ltd.$681K1
283NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$678K1
284TWINBEECH CAPITAL LP$675K1
285Sequoia Financial Advisors, LLC$667K1
286Grandview Asset Management LLC$665K1
287North Dakota State Investment Board$652K1
288NewEdge Wealth, LLC$644K1
289STEPHENS INC /AR/$617K1
290Rockefeller Capital Management L.P.$610K1
291Ethic Inc.$610K1
292TRED AVON FAMILY WEALTH, LLC$610K1
293Lisanti Capital Growth, LLC$609K1
294Stablepoint Partners, LLC$603K1
295NewEdge Advisors, LLC$600K1
296CHOREO, LLC$593K1
297Compound Planning, Inc.$590K1
298COMMERCE BANK$586K1
299HB Wealth Management, LLC$584K1
300Central Pacific Bank - Trust Division$583K1
301PROFUND ADVISORS LLC$570K1
302ANCHOR CAPITAL ADVISORS LLC$568K1
303Mariner, LLC$562K1
304Perbak Capital Partners LLP$561K1
305NorthCrest Asset Manangement, LLC$555K1
306OP Asset Management Ltd$543K1
307UHLMANN PRICE SECURITIES, LLC$540K1
308GABLES CAPITAL MANAGEMENT INC.$527K1
309Meiji Yasuda Asset Management Co Ltd.$525K1
310SEEDS INVESTOR LLC$525K1
311Gallo Partners, LP$523K1
312Perennial Investment Advisors, LLC$521K1
313Concentric Capital Strategies, LP$518K1
314OPPENHEIMER ASSET MANAGEMENT INC.$516K1
315Ballast, Inc.$515K1
316Lido Advisors, LLC$511K1
317WINTON GROUP Ltd$506K1
318Embree Financial Group$503K1
319PFG Investments, LLC$490K1
320Private Advisor Group, LLC$486K1
321Essex Financial Services, Inc.$481K1
322Advisor OS, LLC$481K1
323Vise Technologies, Inc.$473K1
324Wedmont Private Capital$461K1
325Atria Investments, Inc$456K1
326PRINCIPAL SECURITIES, INC.$451K1
327GROUP ONE TRADING LLC$447K1
328Equitable Holdings, Inc.$444K1
329Dynasty Wealth Management, LLC$442K1
330HANCOCK WHITNEY CORP$442K1
331R Squared Ltd$440K1
332RD Lewis Holdings, Inc.$439K1
333BNP Paribas Asset Management Holding S.A.$429K1
334D. E. Shaw & Co., Inc.$428K1
335Ariston Services Group$428K1
336Avior Wealth Management, LLC$427K1
337Alamea Verwaltungs GmbH$412K1
338Laurion Capital Management LP$409K1
339Pallas Capital Advisors LLC$404K1
340KEYBANK NATIONAL ASSOCIATION/OH$395K1
341Merit Financial Group, LLC$394K1
342Cassaday & Co Wealth Management LLC$389K1
343Eurizon Capital SGR S.p.A.$385K1
344Laird Norton Wetherby Trust Company, LLC$382K1
345JOURNEY STRATEGIC WEALTH LLC$376K1
346Visionary Wealth Advisors$367K1
347Permanent Capital Management, LP$351K1
348CWM, LLC$328K1
349OneAscent Family Office, LLC$323K1
350Savvy Advisors, Inc.$322K1
351SkyOak Wealth, LLC$316K1
352Callan Family Office, LLC$306K1
353Patriot Financial Group Insurance Agency, LLC$306K1
354Koshinski Asset Management, Inc.$302K1
355Havemeyer Place LP$300K1
356Trivium Point Advisory, LLC$298K1
357UMB Bank, n.a.$297K1
358KESTRA PRIVATE WEALTH SERVICES, LLC$296K1
359Paulson Wealth Management Inc.$290K1
360Chicago Partners Investment Group LLC$287K1
361Diversified Enterprises, LLC$285K1
362TWO SIGMA SECURITIES, LLC$273K1
363Bayforest Capital Ltd$268K1
364FIRST MANHATTAN CO. LLC.$266K1
365FORTEM FINANCIAL GROUP, LLC$266K1
366RITHOLTZ WEALTH MANAGEMENT$264K1
367Apollon Wealth Management, LLC$263K1
368EntryPoint Capital, LLC$263K1
369Secure Asset Management, LLC$258K1
370DV Trading LLC$254K1
371SAGE RHINO CAPITAL LLC$252K1
372DEFINED WEALTH MANAGEMENT, LLC$251K1
373MIRABELLA FINANCIAL SERVICES LLP$251K1
374State of Wyoming$249K1
375Moss Adams Wealth Advisors LLC$244K1
376Corient IA LLC$237K1
377DSG Capital Advisors, LLC$237K1
378Everhart Financial Group, Inc.$234K1
379Sterling Manor Financial, LLC$232K1
380Focus Partners Wealth$224K1
381MGO ONE SEVEN LLC$222K1
382DRW Securities, LLC$220K1
383NORDEN GROUP LLC$219K1
384Abel Hall, LLC$219K1
385Capital Asset Advisory Services LLC$219K1
386Quantessence Capital LLC$216K1
387BWM Planning, LLC$215K1
388CIBC Bancorp USA Inc.$213K1
389Souders Financial Advisors$213K1
390Kovack Advisors, Inc.$211K1
391SALEM INVESTMENT COUNSELORS INC$210K1
392Addison Advisors LLC$209K1
393nVerses Capital, LLC$204K1
394PFG Advisors$201K1
395Fort Sheridan Advisors LLC$200K1
396EXCHANGE TRADED CONCEPTS, LLC$197K1
397Quarry LP$197K1
398Wilmington Savings Fund Society, FSB$195K1
399SIGNATUREFD, LLC$180K1
400Allworth Financial LP$172K1
401Barnes Dennig Private Wealth Management LLC$168K1
402Kemnay Advisory Services Inc.$140K1
403Murphy & Mullick Capital Management Corp$124K1
404WOLVERINE ASSET MANAGEMENT LLC$119K1
405Larson Financial Group LLC$116K1
406WESTPAC BANKING CORP$101K1
407Migdal Insurance & Financial Holdings Ltd.$98.8K1
408Core Alternative Capital$98.2K1
409Smartleaf Asset Management LLC$97.1K1
410Aster Capital Management (DIFC) Ltd$89.6K1
411NOMURA ASSET MANAGEMENT CO LTD$89.5K1
412MAI Capital Management$71.4K1
413Blue Trust, Inc.$66.5K1
414FARMERS & MERCHANTS INVESTMENTS INC$66.3K1
415LORD, ABBETT & CO. LLC$60.3K1
416INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$58.5K1
417CHESAPEAKE ASSET MANAGEMENT LLC$58.4K1
418Parkside Financial Bank & Trust$57.4K1
419Mitsubishi UFJ Asset Management Co., Ltd.$57.0K1
420JFS WEALTH ADVISORS, LLC$52.1K1
421Atlantic Union Bankshares Corp$41.6K1
422Westside Investment Management, Inc.$40.5K1
423TOTH FINANCIAL ADVISORY CORP$38.9K1
424ASSETMARK, INC$35.2K1
425Basecamp Wealth Advisors LLC$34.8K1
426Transamerica Financial Advisors, LLC$29.8K1
427Johnson Financial Group, Inc.$29.4K1
428CVA Family Office, LLC$29.4K1
429Keating Financial Advisory Services, Inc.$25.5K1
430TD Waterhouse Canada Inc.$25.0K1
431RMG Wealth Management LLC$24.4K1
432HALBERT HARGROVE GLOBAL ADVISORS, LLC$23.2K1
433Owl Creek Wealth Partners LLC$21.0K1
434NEW YORK STATE TEACHERS RETIREMENT SYSTEM$19.9K1
435DANSKE BANK A/S$19.5K1
436Strategic Investment Solutions, Inc. /IL$19.5K1
437Bravera Wealth$19.3K1
438Signature Resources Capital Management, LLC$18.7K1
439Legacy Bridge, LLC$17.5K1
440Pinnacle Wealth Planning Services, Inc.$16.3K1
441Legacy Wealth Managment, LLC/ID$14.8K1
442Bell Investment Advisors, Inc$14.0K1
443EFG International AG$14.0K1
444Pflug Koory, LLC$13.6K1
445ALGERT GLOBAL LLC$13.4K1
446Key FInancial Inc$13.2K1
447CANADA LIFE ASSURANCE Co$13.2K1
448NATIXIS ADVISORS, LLC$12.5K1
449HRT FINANCIAL LP$12.3K1
450Dogwood Wealth Management LLC$11.9K1
451Private Wealth Management Group, LLC$10.9K1
452JONES FINANCIAL COMPANIES LLLP$9.7K1
453VISION FINANCIAL MARKETS LLC$9.7K1
454Treasurer of the State of North Carolina$9.5K1
455Signature Equity Partners, LLC$9.3K1
456MEEDER ASSET MANAGEMENT INC$8.8K1
457JPL Wealth Management, LLC$8.8K1
458MOTCO$8.6K1
459Truvestments Capital LLC$8.4K1
460Retirement Wealth Solutions LLC$8.4K1
461Clearstead Advisors, LLC$6.8K1
462Cetera Trust Company, N.A$6.8K1
463Glen Eagle Advisors, LLC$6.8K1
464iA Global Asset Management Inc.$6.8K1
465Leonteq Securities AG$6.2K1
466Sachetta, LLC$6.2K1
467THRIVENT FINANCIAL FOR LUTHERANS$5.1K1
468X-Square Capital, LLC$4.6K1
469Clearstead Trust, LLC$4.5K1
470Rialto Wealth Management, LLC$4.5K1
471Godfrey Financial Associates, Inc.$4.5K1
472SJS Investment Consulting Inc.$4.3K1
473Cromwell Holdings LLC$4.1K1
474Kingdom Financial Group LLC.$3.9K1
475DiNuzzo Private Wealth, Inc.$3.9K1
476Portus Wealth Advisors, LLC$3.9K1
477MATHER GROUP, LLC.$3.7K1
478ACADIAN ASSET MANAGEMENT LLC$3.6K1
479WPG Advisers, LLC$3.5K1
480WOLFF WIESE MAGANA LLC$3.1K1
481Virtu Financial LLC$2.9K1
482SouthState Bank Corp$2.9K1
483BROWN, LISLE/CUMMINGS, INC.$2.9K1
484True Wealth Design, LLC$2.7K1
485South Dakota Investment Council$2.6K1
486State of Alaska, Department of Revenue$2.3K1
487Marquette Asset Management, LLC$2.1K1
488Intentional Wealth Strategies, LLC$2.1K1
489Moisand Fitzgerald Tamayo, LLC$1.9K1
490Prestige Wealth Management Group LLC$1.6K1
491Physician Wealth Advisors, Inc.$1.6K1
492ELEVATION WEALTH PARTNERS, LLC$1.6K1
493Vermillion Wealth Management, Inc.$1.6K1
494Manchester Capital Management LLC$1.4K1
495HFM Investment Advisors, LLC$1.4K1
496SBI Securities Co., Ltd.$1.2K1
497MV CAPITAL MANAGEMENT, INC.$7791
498TopTier Wealth Management, LLC$7781
499KBC Group NV$6901
500Crewe Advisors LLC$5841
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on XPO

RETAINED WINDOW · ACTIVE HITS

Zero hits on XPO in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for XPO · financials and macro

Financials — as filed PLANNED

XPO's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: XPO on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing