Signals

QXO

314 in-universe funds with a nonzero position in QXO within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#30
Score / z4.314 / 5.50
Consensus162.94 over 278 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest+16% / 1.8d ⚡

Forensics

Clean as of 2026Q2
Accrual ratio0.007
F-score
M-score
Net issuance-79.8%

Insider

Score+0.00
Buys / cluster sells0 / 0

8-K events

Negative / total0 / 7
FiledFormItems
2026-08-24 8-K 5.02, 8.01, 9.01
2026-08-13 8-K 2.02, 9.01
2026-07-23 8-K 8.01, 9.01
2026-07-09 8-K 7.01, 9.01
2026-07-01 8-K 1.01, 2.01, 2.03, 3.03, 5.02, 5.03, 7.01, 8.01, 9.01
2026-06-30 8-K 8.01, 9.01
2026-06-29 8-K 5.07, 7.01, 9.01
2026-06-22 8-K 8.01
2026-06-17 8-K 1.01, 2.03, 8.01, 9.01
2026-06-12 8-K 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 1
FiledFormFiler
2026-04-15 D QXO, Inc.
2026-01-16 424B5 QXO, Inc.
2026-01-16 424B5 QXO, Inc.
2025-06-25 424B5 QXO, Inc.
2025-06-25 424B5 QXO, Inc.
2025-05-22 424B5 QXO, Inc.
2025-05-22 424B5 QXO, Inc.
2025-05-20 424B5 QXO, Inc.
2025-05-20 424B5 QXO, Inc.
2025-04-18 424B5 QXO, Inc.
Showing the 10 most recent.

LLM reads

Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Orbis Allan Gray Ltd CIK 0001663865 0.815 97 2,074.1 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 1,016.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MFN Partners Management, LP CIK 0001732811 0.968 9 1,010.4 21.6% 1 +21.6 pp +21.6 pp +21.6 pp +21.6 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 974.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Affinity Partners GP LP CIK 0002059583 0.950 1 703.7 100.0% 2 +0.0 pp +100.0 pp +100.0 pp +100.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 593.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 559.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Finepoint Capital LP CIK 0001608126 0.926 6 455.6 90.4% 1 +90.4 pp +90.4 pp +90.4 pp +90.4 pp
HRTG GPE, LLC CIK 0001537455 0.000 6 286.9 34.1% 1 +34.1 pp +34.1 pp +34.1 pp +34.1 pp
Cercano Management LLC CIK 0001936416 0.054 133 245.7 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
Madrone Advisors, LLC CIK 0001964563 0.796 6 235.7 32.8% 1 +32.8 pp +32.8 pp +32.8 pp +32.8 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 188.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Investment Opportunities, LLC - Project Breeze Series 1 CIK 0002032685 0.884 1 187.9 100.0% 1 +100.0 pp +100.0 pp +100.0 pp +100.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 183.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 179.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hood River Capital Management LLC CIK 0001578177 0.546 166 178.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 177.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Consulta Ltd CIK 0001510677 0.719 15 161.6 10.3% 1 +10.3 pp +10.3 pp +10.3 pp +10.3 pp
Patient Capital Management, LLC CIK 0001854794 0.748 39 140.9 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 122.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SOFTBANK GROUP CORP. (SFBQF, SFTBF) CIK 0001065521 0.902 30 117.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
GILDER GAGNON HOWE & CO LLC CIK 0000902464 0.577 274 112.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Liberty Mutual Group Asset Management Inc. CIK 0001533497 0.339 39 87.9 19.1% 1 +19.1 pp +19.1 pp +19.1 pp +19.1 pp
FIL Ltd CIK 0000318989 0.878 1140 84.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Forest Avenue Capital Management LP CIK 0001944889 0.275 24 81.0 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 70.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 70.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 70.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 68.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 66.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 57.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 54.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 53.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 53.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DISCOVERY CAPITAL MANAGEMENT, LLC / CT CIK 0001389507 0.126 113 51.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
Lionstone Capital Management LLC CIK 0001575662 0.915 11 45.7 11.0% 1 +11.0 pp +11.0 pp +11.0 pp +11.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 45.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 44.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 40.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 38.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MAPLELANE CAPITAL, LLC CIK 0001512173 0.000 48 37.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 35.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 29.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 29.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Barrier Capital Management, LLC CIK 0001909089 0.081 18 27.8 19.0% 1 +19.0 pp +19.0 pp +19.0 pp +19.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 27.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRAUN STACEY ASSOCIATES INC CIK 0000872080 0.525 113 26.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Tsai Capital Corp CIK 0001574850 0.551 17 26.1 19.1% 1 +19.1 pp +19.1 pp +19.1 pp +19.1 pp
Catawba River Capital CIK 0001843303 0.467 24 24.0 12.2% 1 +12.2 pp +12.2 pp +12.2 pp +12.2 pp
Swiss National Bank CIK 0001582202 0.961 2301 22.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 21.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Burkehill Global Management, LP CIK 0001904549 0.000 173 21.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 21.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Amundi CIK 0001330387 0.000 1 20.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 19.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 19.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 18.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 18.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 18.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Engle Capital Management, L.P. CIK 0001684868 0.476 20 18.3 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 17.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 17.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC CIK 0001543170 0.970 11 17.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 17.1 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 16.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 16.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 16.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Nuveen, LLC CIK 0001871926 0.966 3735 15.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 15.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEVEN GRAND MANAGERS, LLC CIK 0001909126 0.028 176 14.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 13.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 13.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 13.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Granahan Investment Management, LLC CIK 0001026710 0.275 150 13.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 12.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pennant Investors, LP CIK 0001759176 0.571 16 12.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 12.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 12.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Contrarius Group Holdings Ltd CIK 0002054801 0.000 34 11.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 11.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archon Partners LLC CIK 0001454424 0.629 37 11.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 10.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HBK INVESTMENTS L P CIK 0001011443 0.226 197 10.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 9.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Alberta Investment Management Corp CIK 0001463559 0.789 663 9.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Zimmer Partners, LP CIK 0001565854 0.202 112 9.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 9.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aureus Asset Management, LLC CIK 0001381296 0.571 239 8.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Motley Fool Asset Management LLC CIK 0001512814 0.684 249 8.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sculptor Capital LP CIK 0001054587 0.143 320 7.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Concentric Capital Strategies, LP CIK 0001851869 0.147 304 7.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
J. Goldman & Co LP CIK 0001412741 0.000 383 7.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Zweig-DiMenna Associates LLC CIK 0001533950 0.164 70 7.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canton Hathaway, LLC CIK 0001755785 0.678 283 6.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Fortress Investment Group LLC CIK 0001380393 0.650 25 6.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aperture Investors, LLC CIK 0001787596 0.152 82 5.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Nicholas Investment Partners, LP CIK 0001389574 0.098 204 5.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Man Group plc CIK 0001637460 0.631 2032 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Settian Capital LP CIK 0001911113 0.665 23 5.5 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ARS Investment Partners, LLC CIK 0000733020 0.452 181 4.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pennant Select, LLC CIK 0002011563 0.668 15 4.6 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INVESTMENT HOUSE LLC CIK 0001566030 0.558 220 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 3.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lombard Odier Asset Management (USA) Corp CIK 0001491719 0.015 77 3.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
X-Square Capital, LLC CIK 0001729300 0.158 176 3.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 2.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Costello Asset Management, INC CIK 0001760145 0.423 710 2.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Lewis Asset Management, LLC CIK 0002004520 0.223 219 2.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Skye Global Management LP CIK 0001675884 0.960 30 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gainplan LLC CIK 0001697857 0.087 60 2.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just QXO). Qtrs Held counts distinct quarters this fund has actually held QXO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its QXO position size. Δ columns are the percentage-point change in QXO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status