Xerox Holdings Corp - XRXDW
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BRAVE ASSET MANAGEMENT INC | History | New | 19,500 | 1 | 0.0% | — | 1 | +19,500 | New | Q1 2026 | Apr 17, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | New | 12,022 | 1 | 0.0% | — | 2 | +12,022 | New | Q1 2026 | Apr 17, 2026 |
| True Wealth Design, LLC | History | New | 275 | 0 | — | — | — | +275 | New | Q1 2026 | Apr 13, 2026 |
| West Branch Capital LLC | History | New | 107 | 0 | — | — | — | +107 | New | Q1 2026 | Apr 14, 2026 |
| GAMMA Investing LLC | History | New | 88 | 0 | — | — | — | +88 | New | Q1 2026 | Apr 06, 2026 |
| IFP Advisors, Inc | History | New | 40 | 0 | — | — | — | +40 | New | Q1 2026 | Apr 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | Apr 08, 2026 |
| HHM Wealth Advisors, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | Apr 17, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 16, 2026 |