10 institutions reported holding $22.2M of TREX INC (TREX) in SEC 13F filings for 2026-06-30. Largest institutional holders: CONFLUENCE INVESTMENT MANAGEMENT LLC ($17.7M), Red Spruce Capital, LLC ($2.5M), Kopion Asset Management, LLC ($1.4M), Hennion & Walsh Asset Management, Inc. ($237,190), Byrne Asset Management LLC ($152,472). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $17.7M | 354,325 | Trimmed |
| 2 | Red Spruce Capital, LLC | $2.5M | 49,410 | Added |
| 3 | Kopion Asset Management, LLC | $1.4M | 28,962 | New |
| 4 | Hennion & Walsh Asset Management, Inc. | $237,190 | 4,740 | New |
| 5 | Byrne Asset Management LLC | $152,472 | 3,047 | New |
| 6 | Versant Capital Management, Inc | $58,447 | 1,168 | New |
| 7 | GAMMA Investing LLC | $31,025 | 620 | Added |
| 8 | HARBOR INVESTMENT ADVISORY, LLC | $20,016 | 400 | Hold |
| 9 | ELEVATION WEALTH PARTNERS, LLC | $17,464 | 349 | Added |
| 10 | MassMutual Private Wealth & Trust, FSB | $8,907 | 178 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30