XPO, Inc. (XPO) — Institutional Holders, Q2 2026 (page 7)

754 institutional investment managers reported a XPO position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $24.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 601 to 700. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

XPO 13F holders ranked 601–700 of 754

Institutional investors reporting a position in XPO, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
CULLEN/FROST BANKERS#601 · 580 sh$119.1K-15.0%
Clearstead Advisors#602 · 577 sh$118.5K+1548.6%
Continuum Advisory#603 · 573 sh$117.6KNew
IFP Advisors#604 · 571 sh$117.2K+54.3%
Smartleaf Asset Management#605 · 521 sh$107.4K0.0%
State of Wyoming#606 · 512 sh$105.1K-60.0%
Core Alternative Capital#607 · 505 sh$103.7K0.0%
Versant Capital Management#608 · 503 sh$103.3K+128.6%
ATLAS CAPITAL ADVISORS#609 · 495 sh$101.6KNew
WESTPAC BANKING#610 · 491 sh$100.8K-5.4%
PRIVATE NA#611 · 490 sh$100.6K-3.9%
Parallel Advisors#612 · 453 sh$93.0K+7.6%
Institute for Wealth Management#613 · 431 sh$88.4KNew
Wiser Advisor Group#614 · 387 sh$79.4K0.0%
MassMutual Private Wealth & , FSB#615 · 345 sh$70.8K-7.3%
FARMERS & MERCHANTS INVESTMENTS#616 · 343 sh$70.4K+0.6%
Ronald Blue#617 · 338 sh$69.4K-1.2%
BROWN BROTHERS HARRIMAN#618 · 315 sh$64.7K-54.1%
CHESAPEAKE ASSET MANAGEMENT#619 · 300 sh$61.6K0.0%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#620 · 295 sh$61.1K0.0%
SRH ADVISORS#621 · 290 sh$59.5K0.0%
EverSource Wealth Advisors#622 · 284 sh$58.3K-96.7%
JFS WEALTH ADVISORS#623 · 270 sh$55.4K+0.7%
Quarry#624 · 240 sh$49.3K-76.3%
RICHARDSON FINANCIAL SERVICES#625 · 235 sh$48.2K-75.6%
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#626 · 225 sh$46.2KNew
Union Bankshares#627 · 214 sh$43.9K0.0%
Westside Investment Management#628 · 208 sh$42.7K0.0%
TOTH FINANCIAL ADVISORY#629 · 200 sh$41.1K0.0%
ASSETMARK#630 · 183 sh$37.6K+1.1%
Basecamp Wealth Advisors#631 · 179 sh$36.7K0.0%
CARY STREET PARTNERS INVESTMENT ADVISORY#632 · 166 sh$34.1K+18.6%
TD PRIVATE CLIENT WEALTH#633 · 162 sh$33.3K+7.3%
Silver Grove Financial Group#634 · 157 sh$32.2KNew
Transamerica Financial Advisors#635 · 157 sh$32.2K+2.6%
Keating Financial Advisory Services#636 · 155 sh$31.8K+18.3%
CVA Family Office#637 · 152 sh$31.2K+0.7%
FIRST COMMUNITY NA#638 · 146 sh$30.0K0.0%
LRI Investments#639 · 134 sh$27.5K+11.7%
ZIONS BANCORPORATION, NATIONAL ASSOCIATION#640 · 127 sh$26.1K-14.2%
Owl Creek Wealth Partners#641 · 113 sh$23.2K+4.6%
TD Waterhouse Canada#642 · 110 sh$22.8K-12.7%
Bogart Wealth#643 · 105 sh$21.6K-2.8%
MCDONALD PARTNERS#644 · 102 sh$20.9KNew
Rossby Financial, LCC#645 · 102 sh$20.9K-35.4%
RMG Wealth Management#646 · 100 sh$20.9K-17.4%
North Star Investment Management#647 · 100 sh$20.5KNew
Strategic Investment Solutions#648 · 100 sh$20.5K0.0%
COMPASS FINANCIAL MANAGEMENT#649 · 100 sh$20.5K—
Bare Financial Services#650 · 99 sh$20.3K+43.5%
HARBOR INVESTMENT ADVISORY#651 · 98 sh$20.1K0.0%
Signature Resources Capital Management#652 · 96 sh$19.7K0.0%
Fortitude Family Office#653 · 95 sh$19.5K+4.4%
CREATIVE FINANCIAL DESIGNS#654 · 91 sh$18.7K0.0%
Legacy Bridge#655 · 90 sh$18.5K0.0%
Harborfront Financial Group#656 · 90 sh$18.5K—
Ares Financial Consulting#657 · 89 sh$18.3K0.0%
McMillan Office#658 · 83 sh$17.0K0.0%
KELLEHER FINANCIAL ADVISORS#659 · 80 sh$16.4K+100.0%
WHITTIER#660 · 79 sh$16.3K0.0%
Halbert, Hargrove/Russell#661 · 78 sh$16.0K-34.5%
ACTION POINT FINANCIAL PLANNING#662 · 79 sh$15.8KNew
Smithfield#663 · 75 sh$15.0K0.0%
Plante Moran Financial Advisors#664 · 72 sh$14.8K0.0%
Bell Investment Advisors#665 · 72 sh$14.8K0.0%
Dogwood Wealth Management#666 · 71 sh$14.6K+16.4%
Pflug Koory#667 · 70 sh$14.4K0.0%
OSSIAM#668 · 69 sh$14.2KNew
Key FInancial#669 · 68 sh$14.0K0.0%
THURSTON, SPRINGER, MILLER, HERD & TITAK#670 · 67 sh$13.8K0.0%
EFG International AG#671 · 65 sh$13.3K-9.7%
Pinnacle Wealth Planning Services#672 · 61 sh$12.5K-27.4%
Greykasell Wealth Strategies#673 · 60 sh$12.3K0.0%
MEEDER ASSET MANAGEMENT#674 · 54 sh$11.1K+20.0%
Covestor Ltd#675 · 54 sh$11.0K0.0%
James T. Borello RIA#676 · 51 sh$10.5K+2.0%
VISION FINANCIAL MARKETS#677 · 50 sh$10.4K0.0%
Signature Equity Partners#678 · 48 sh$9.9K0.0%
MOTCO#679 · 46 sh$9.4K+4.5%
JPL Wealth Management#680 · 45 sh$9.2K0.0%
Steigerwald, Gordon & Koch#681 · 45 sh$9.2K0.0%
Allied Private Wealth#682 · 45 sh$9.2K—
Truvestments Capital#683 · 43 sh$8.8K0.0%
Retirement Wealth Solutions#684 · 42 sh$8.6K-2.3%
BOKF, NA#685 · 42 sh$8.6KNew
Strategic Wealth Partners, Ltd.#686 · 37 sh$7.6K-35.1%
Cromwell#687 · 37 sh$7.6K+76.2%
ROTHSCHILD INVESTMENT#688 · 37 sh$7.6K-7.5%
Sachetta#689 · 35 sh$7.2K+9.4%
Cetera Company, N.A#690 · 35 sh$7.2K0.0%
Olistico Wealth#691 · 30 sh$6.2K0.0%
Rialto Wealth Management#692 · 30 sh$6.2K+30.4%
Cornerstone Planning Group#693 · 26 sh$5.6K-3.7%
BROWN, LISLE/CUMMINGS#694 · 26 sh$5.3K+73.3%
Anchor Investment Management#695 · 26 sh$5.3KNew
CGC Financial Services#696 · 25 sh$5.1K0.0%
Avion Wealth#697 · 26 sh$5.0K+116.7%
True Wealth Design#698 · 24 sh$4.9K+71.4%
Clearstead#699 · 23 sh$4.7K0.0%
Godfrey Financial Associates#700 · 23 sh$4.7K0.0%

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.