TREX — Trex Inc Institutional Holders · Q3 2026
Who owns Trex Inc (TREX)? 15 institutions reported holding $20.22M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($13.9M), Red Spruce Capital, LLC ($2.1M), Kopion Asset Management, LLC ($1.2M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $13.9M | 319,424 | Trimmed |
| 2 | Red Spruce Capital, LLC | $2.1M | 48,744 | Trimmed |
| 3 | Kopion Asset Management, LLC | $1.2M | 28,058 | Trimmed |
| 4 | Green Alpha Advisors, LLC | $936,453 | 21,498 | Added |
| 5 | RTD Financial Advisors, Inc. | $895,943 | 20,568 | Hold |
| 6 | Farther Finance Advisors, LLC | $301,043 | 6,911 | Added |
| 7 | Central Pacific Bank - Trust Division | $220,414 | 5,060 | New |
| 8 | Wedmont Private Capital | $204,335 | 4,598 | New |
| 9 | Byrne Asset Management LLC | $160,341 | 3,686 | Added |
| 10 | Versant Capital Management, Inc | $116,567 | 2,676 | Added |
| 11 | GAMMA Investing LLC | $55,278 | 1,269 | Added |
| 12 | ELEVATION WEALTH PARTNERS, LLC | $53,318 | 1,224 | Added |
| 13 | MassMutual Private Wealth & Trust, FSB | $7,057 | 162 | Trimmed |
| 14 | GoalVest Advisory LLC | $4,008 | 92 | New |
| 15 | Planning Strategies Inc. | $1,307 | 30 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30