TREX CO INC (TREX) — Institutional Holders, Q2 2026 (page 5)
474 institutional investment managers reported a TREX position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $5.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 474. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
TREX 13F holders ranked 401–474 of 474
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Mitsubishi UFJ Asset Management , Ltd.#401 · 192 sh | 192 | $9.6K | 0.00% | 0.0% |
| 402 | JPL Wealth Management#402 · 183 sh | 183 | $9.2K | <0.01% | +695.7% |
| 403 | Itau Unibanco Holding S.A.#403 · 179 sh | 179 | $9.0K | <0.01% | +2.3% |
| 404 | MassMutual Private Wealth & , FSB#404 · 178 sh | 178 | $8.9K | — | -16.0% |
| 405 | ASSETMARK#405 · 164 sh | 164 | $8.2K | — | -9.9% |
| 406 | HHM Wealth Advisors#406 · 153 sh | 153 | $7.7K | <0.01% | 0.0% |
| 407 | Rossby Financial, LCC#407 · 153 sh | 153 | $7.7K | <0.01% | +27.5% |
| 408 | Smithfield#408 · 130 sh | 130 | $7.0K | <0.01% | 0.0% |
| 409 | Smartleaf Asset Management#409 · 135 sh | 135 | $6.7K | <0.01% | 0.0% |
| 410 | Fulcrum Asset Management LLP#410 · 133 sh | 133 | $6.6K | <0.01% | New |
| 411 | Sachetta#411 · 128 sh | 128 | $6.4K | <0.01% | +13.3% |
| 412 | LOGAN CAPITAL MANAGEMENT#412 · 122 sh | 122 | $6.1K | <0.01% | New |
| 413 | Transamerica Financial Advisors#413 · 117 sh | 117 | $5.9K | <0.01% | +20.6% |
| 414 | Private Wealth Management Group#414 · 112 sh | 112 | $5.6K | — | 0.0% |
| 415 | Leonteq Securities AG#415 · 106 sh | 106 | $5.3K | <0.01% | 0.0% |
| 416 | Triumph Capital Management#416 · 100 sh | 100 | $5.0K | — | 0.0% |
| 417 | AMERIFLEX GROUP#417 · 100 sh | 100 | $5.0K | <0.01% | 0.0% |
| 418 | FARMERS & MERCHANTS INVESTMENTS#418 · 89 sh | 89 | $4.5K | — | 0.0% |
| 419 | Fourth Dimension Wealth#419 · 88 sh | 88 | $4.4K | <0.01% | 0.0% |
| 420 | Fortitude Family Office#420 · 75 sh | 75 | $3.8K | — | 0.0% |
| 421 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#421 · 71 sh | 71 | $3.6K | <0.01% | +65.1% |
| 422 | Salomon & Ludwin#422 · 61 sh | 61 | $3.0K | <0.01% | New |
| 423 | Pinnacle Wealth Planning Services#423 · 45 sh | 45 | $2.3K | — | 0.0% |
| 424 | Park Place Capital#424 · 43 sh | 43 | $2.2K | <0.01% | 0.0% |
| 425 | NVWM#425 · 41 sh | 41 | $2.1K | — | 0.0% |
| 426 | Stone House Investment Management#426 · 40 sh | 40 | $2.0K | — | New |
| 427 | WHITTIER OF NEVADA#427 · 42 sh | 42 | $2.0K | 0.00% | 0.0% |
| 428 | Westside Investment Management#428 · 36 sh | 36 | $1.8K | <0.01% | 0.0% |
| 429 | James T. Borello RIA#429 · 35 sh | 35 | $1.8K | — | 0.0% |
| 430 | Cromwell#430 · 34 sh | 34 | $1.7K | <0.01% | +88.9% |
| 431 | Principia Wealth Advisory#431 · 32 sh | 32 | $1.6K | <0.01% | 0.0% |
| 432 | Synergy Investment Management#432 · 32 sh | 32 | $1.6K | <0.01% | New |
| 433 | AdvisorNet Financial#433 · 30 sh | 30 | $1.5K | — | 0.0% |
| 434 | Planning Strategies#434 · 30 sh | 30 | $1.5K | — | — |
| 435 | NBT BANK N A#435 · 30 sh | 30 | $1.5K | — | 0.0% |
| 436 | ACTION POINT FINANCIAL PLANNING#436 · 29 sh | 29 | $1.5K | <0.01% | New |
| 437 | Continuum Advisory#437 · 25 sh | 25 | $1.3K | <0.01% | New |
| 438 | Torren Management#438 · 24 sh | 24 | $1.2K | <0.01% | 0.0% |
| 439 | Quaker Wealth Management#439 · 23 sh | 23 | $1.2K | — | 0.0% |
| 440 | Security National Bank#440 · 20 sh | 20 | $1.0K | — | 0.0% |
| 441 | Owl Creek Wealth Partners#441 · 20 sh | 20 | $1.0K | — | New |
| 442 | FIRST HORIZON NATIONAL#442 · 20 sh | 20 | $1.0K | — | 0.0% |
| 443 | CVA Family Office#443 · 18 sh | 18 | $901.00 | <0.01% | +28.6% |
| 444 | Valued Wealth Advisors#444 · 17 sh | 17 | $851.00 | <0.01% | +750.0% |
| 445 | TFC Financial Management#445 · 15 sh | 15 | $751.00 | — | 0.0% |
| 446 | Bare Financial Services#446 · 14 sh | 14 | $701.00 | <0.01% | -82.7% |
| 447 | Kilter Group#447 · 14 sh | 14 | $701.00 | <0.01% | 0.0% |
| 448 | FINANCIAL CONSULATE#448 · 13 sh | 13 | $651.00 | — | New |
| 449 | HARBOUR INVESTMENTS#449 · 12 sh | 12 | $593.00 | 0.00% | +140.0% |
| 450 | SouthState Bank#450 · 10 sh | 10 | $501.00 | 0.00% | 0.0% |
| 451 | Creative Capital Management Investments#451 · 10 sh | 10 | $500.00 | <0.01% | New |
| 452 | American Capital Advisory#452 · 9 sh | 9 | $451.00 | <0.01% | 0.0% |
| 453 | Mascoma Wealth Management#453 · 9 sh | 9 | $450.00 | — | New |
| 454 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#454 · 9 sh | 9 | $438.00 | 0.00% | -72.7% |
| 455 | Financial Management Professionals#455 · 8 sh | 8 | $400.00 | — | 0.0% |
| 456 | Plante Moran Financial Advisors#456 · 6 sh | 6 | $300.00 | 0.00% | New |
| 457 | RAFFA WEALTH MANAGEMENT#457 · 6 sh | 6 | $300.00 | 0.00% | 0.0% |
| 458 | Keating Financial Advisory Services#458 · 6 sh | 6 | $300.00 | 0.00% | +20.0% |
| 459 | Bogart Wealth#459 · 5 sh | 5 | $250.00 | 0.00% | 0.0% |
| 460 | JFS WEALTH ADVISORS#460 · 4 sh | 4 | $201.00 | 0.00% | 0.0% |
| 461 | MV CAPITAL MANAGEMENT#461 · 4 sh | 4 | $201.00 | 0.00% | -33.3% |
| 462 | DiNuzzo Private Wealth#462 · 4 sh | 4 | $201.00 | — | 0.0% |
| 463 | Bay Harbor Wealth Management#463 · 4 sh | 4 | $200.00 | 0.00% | 0.0% |
| 464 | LRI Investments#464 · 4 sh | 4 | $200.00 | 0.00% | New |
| 465 | Dunhill Financial#465 · 3 sh | 3 | $169.00 | 0.00% | 0.0% |
| 466 | Abound Wealth Management#466 · 3 sh | 3 | $151.00 | — | New |
| 467 | HFM Investment Advisors#467 · 3 sh | 3 | $151.00 | <0.01% | New |
| 468 | SHP Wealth Management#468 · 3 sh | 3 | $150.00 | 0.00% | New |
| 469 | Silver Grove Financial Group#469 · 2 sh | 2 | $100.00 | <0.01% | New |
| 470 | DecisionPoint Financial#470 · 2 sh | 2 | $98.00 | — | New |
| 471 | MARYLAND CAPITAL ADVISORS#471 · 1 sh | 1 | $51.00 | — | — |
| 472 | Evolution Advisers#472 · 4 sh | 4 | $0.00 | 0.00% | New |
| 473 | Navigoe#473 · 3 sh | 3 | $0.00 | 0.00% | New |
| 474 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#474 · 119,681 sh | 119,681 | — | — | -7.5% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.