POSCO HOLDINGS INC. - PKX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 2,849,471 | 146,405 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 1,693,111 | 86,992 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 969,912 | 49,834 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE STREET CORP | History | No change | 899,068 | 46,194 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 721,639 | 37,077 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 525,674 | 27,009 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 477,747 | 24,546 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 372,562 | 19,142 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 307,796 | 15,814 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 269,917 | 13,868 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 264,444 | 13,587 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 248,288 | 12,757 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nykredit A/S | History | No change | 194,676 | 10,002 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 175,900 | 9,037 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 164,778 | 8,466 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 158,971 | 8,167 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 143,038 | 7,349 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 134,260 | 6,898 | 0.06% | 0.06% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | No change | 126,098 | 6,478 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 120,948 | 6,214 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 101,461 | 5,213 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | No change | 90,407 | 4,645 | 0.18% | 0.18% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 86,031 | 4,420 | 0.12% | 0.12% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 80,952 | 4,159 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 79,506 | 4,085 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 71,396 | 3,668 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| XTX Topco Ltd | History | No change | 70,996 | 3,647 | 0.05% | 0.05% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 69,031 | 3,546 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 66,109 | 3,396 | 0.35% | 0.35% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 65,425 | 3,361 | 0.06% | 0.06% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 64,417 | 3,309 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | No change | 61,428 | 3,156 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 58,564 | 3,009 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 57,310 | 2,944 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARSHALL WACE, LLP | History | No change | 55,004 | 2,826 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 52,393 | 2,691 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 50,761 | 2,608 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| US BANCORP \DE\ | History | No change | 49,026 | 2,518 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 48,685 | 2,501 | 0.14% | 0.14% | 39 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 48,420 | 2,487 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Walleye Capital LLC | History | No change | 46,911 | 2,410 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 41,920 | 2,153 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 41,612 | 2,138 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 36,017 | 2,022 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 36,931 | 1,897 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 36,841 | 1,892 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 35,124 | 1,804 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 30,973 | 1,591 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | No change | 30,600 | 1,572 | 0.44% | 0.44% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | No change | 29,505 | 1,515 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 29,379 | 1,509 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 29,281 | 1,504 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Greenline Partners, LLC | History | No change | 28,358 | 1,457 | 0.15% | 0.15% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 25,019 | 1,285 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 24,480 | 1,257 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 24,332 | 1,250 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ballentine Partners, LLC | History | No change | 23,556 | 1,210 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Quadrature Capital Ltd | History | No change | 22,569 | 1,159 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 22,404 | 1,151 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 22,310 | 1,146 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 22,014 | 1,131 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | No change | 21,393 | 1,099 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Venturi Wealth Management, LLC | History | No change | 20,439 | 1,050 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 20,340 | 1,045 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 19,076 | 980 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PCM Encore, LLC | History | No change | 19,029 | 977 | 0.17% | 0.17% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 17,972 | 923 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearbridge Investments, LLC | History | No change | 17,348 | 891 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 17,215 | 884 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Parallel Advisors, LLC | History | No change | 16,522 | 848 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pathstone Holdings, LLC | History | No change | 16,381 | 841 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PDS Planning, Inc | History | No change | 14,931 | 767 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Neuberger Berman Group LLC | History | No change | 14,698 | 755 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| West Family Investments, Inc. | History | No change | 14,641 | 752 | 0.22% | 0.22% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 14,118 | 725 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 12,846 | 660 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Recurrent Investment Advisors LLC | History | No change | 12,422 | 638 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | No change | 11,802 | 606 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LGT Group Foundation | History | No change | 10,750 | 552 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Caprock Group, LLC | History | No change | 10,532 | 541 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | No change | 10,393 | 533 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bridgewater Advisors Inc. | History | No change | 9,711 | 514 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 9,985 | 513 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 9,873 | 507 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | No change | 9,801 | 503 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SYON CAPITAL LLC | History | No change | 9,705 | 498 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 8,893 | 488 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 9,326 | 479 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 9,017 | 463 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ethic Inc. | History | No change | 8,701 | 447 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 8,632 | 443 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Compound Planning, Inc. | History | No change | 8,628 | 443 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GAMMA Investing LLC | History | No change | 8,530 | 438 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Canopy Partners, LLC | History | No change | 8,337 | 428 | 0.13% | 0.13% | 94 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 7,864 | 404 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| GREENLEAF TRUST | History | No change | 7,711 | 396 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 7,183 | 369 | 0.07% | 0.07% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 6,973 | 358 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 6,900 | 354 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PROFUND ADVISORS LLC | History | No change | 6,721 | 345 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 6,509 | 334 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 6,478 | 332 | 0.04% | 0.04% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 6,411 | 329 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Graham Capital Management, L.P. | History | No change | 6,295 | 323 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 6,023 | 309 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 5,937 | 305 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Greenspring Advisors, LLC | History | No change | 5,631 | 289 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Composition Wealth, LLC | History | No change | 5,622 | 288 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 5,500 | 282 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 5,413 | 278 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 5,392 | 277 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ROYAL BANK OF CANADA | History | No change | 5,154 | 265 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 5,155 | 264 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 5,151 | 257 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 4,682 | 240 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 4,657 | 239 | 0.07% | 0.07% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 4,494 | 230 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MW ADVISORY, LLC | History | No change | 4,159 | 213 | 0.09% | 0.09% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 4,032 | 207 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 4,014 | 206 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AlTi Global, Inc. | History | No change | 3,992 | 205 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,976 | 204 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 3,934 | 202 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | No change | 3,894 | 200 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | No change | 2,851 | 146 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 2,816 | 144 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,739 | 141 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,258 | 120 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 2,275 | 116 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,843 | 94 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arax Advisory Partners | History | No change | 1,813 | 93 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Inspire Investing, LLC | History | No change | 1,633 | 83 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,397 | 71 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,305 | 67 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 950 | 48 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 660 | 33 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 594 | 30 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Founders Capital Management | History | No change | 600 | 30 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 550 | 28 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 470 | 24 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 466 | 23 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 362 | 18 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 369 | 18 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Parkside Financial Bank & Trust | History | No change | 339 | 17 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Bell Investment Advisors, Inc | History | No change | 343 | 17 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | No change | 325 | 16 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | No change | 324 | 16 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cornerstone Financial Management LLC | History | No change | 310 | 15 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 205 | 10 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 196 | 9 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHP Wealth Management | History | No change | 180 | 9 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| North Star Investment Management Corp. | History | No change | 166 | 8 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 173 | 8 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WealthCollab, LLC | History | No change | 166 | 8 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BESSEMER GROUP INC | History | No change | 144 | 7 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 146 | 7 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stone House Investment Management, LLC | History | No change | 118 | 6 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SBI Securities Co., Ltd. | History | No change | 129 | 6 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LRI Investments, LLC | History | No change | 119 | 6 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 117 | 6 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Lavaca Capital LLC | History | No change | 99 | 5 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gleason Group, Inc. | History | No change | 114 | 5 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Key FInancial Inc | History | No change | 89 | 4 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Versant Capital Management, Inc | History | Reduced | 65 | 3 | 0.0% | 0.0% | 167 | -15 | -18.75% | Q3 2026 | Oct 01, 2026 |
| FIFTH THIRD BANCORP | History | No change | 65 | 3 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 62 | 3 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 60 | 3 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 54 | 2 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 45 | 2 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPL Wealth Management, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 45 | 2 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 36 | 1 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Russell Investments Group, Ltd. | History | No change | 21 | 1 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BFSG, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rossby Financial, LCC | History | No change | 31 | 1 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Noble Wealth Management PBC | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q3 2026 | Oct 01, 2026 |
| Trust Co | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Abound Wealth Management | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Ares Financial Consulting, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |