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 | Added to | 1,904,241 | 111,379 | 0.0% | 0.0% | 1 | +614,201 | 47.61% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,148,640 | 67,184 | 0.0% | 0.0% | 2 | +260,068 | 29.27% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 977,101 | 57,150 | 0.01% | 0.01% | 3 | -3,206 | -0.33% | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | Added to | 884,887 | 51,757 | 0.0% | 0.0% | 4 | +34,462 | 4.05% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 677,586 | 39,632 | 0.02% | 0.02% | 5 | +56,026 | 9.01% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 338,722 | 19,811 | 0.01% | 0.01% | 6 | +126,076 | 59.29% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 292,932 | 17,133 | 0.0% | 0.0% | 7 | -17,229 | -5.55% | Q1 2026 | May 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 285,158 | 16,678 | 0.0% | — | 8 | +285,158 | New | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 285,158 | 15,173 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 250,885 | 14,674 | 0.01% | 0.01% | 10 | -10 | -0.0% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 200,529 | 11,728 | 0.02% | 0.01% | 11 | +90,777 | 82.71% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 158,308 | 9,259 | 0.02% | 0.03% | 12 | -59,059 | -27.17% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 156,808 | 9,171 | 0.0% | 0.0% | 13 | +30,106 | 23.76% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 134,575 | 7,871 | 0.01% | 0.01% | 14 | -12,461 | -8.47% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 110,331 | 6,453 | 0.0% | 0.0% | 15 | +108,029 | 4692.83% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 109,074 | 6,379 | 0.0% | 0.0% | 16 | +53,469 | 96.16% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 92,219 | 5,393 | 0.05% | 0.03% | 17 | +21,218 | 29.88% | Q1 2026 | May 14, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Added to | 90,407 | 5,287 | 0.25% | 0.21% | 18 | +3,019 | 3.45% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Reduced | 87,636 | 5,125 | 0.0% | 0.0% | 19 | -112,278 | -56.16% | Q1 2026 | May 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 87,444 | 5,114 | 0.05% | 0.03% | 20 | +35,227 | 67.46% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 82,617 | 4,832 | 0.14% | 0.11% | 21 | +14,892 | 21.99% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 74,944 | 4,383 | 0.0% | 0.0% | 22 | +9,040 | 13.72% | Q1 2026 | May 12, 2026 |
| Ramirez Asset Management, Inc. | History | Added to | 65,719 | 4,299 | 0.52% | 0.41% | 23 | +6,695 | 11.34% | Q1 2026 | May 12, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 52,393 | 3,064 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 48,332 | 2,842 | 0.06% | 0.03% | 25 | +17,359 | 56.05% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 47,175 | 2,759 | 0.0% | 0.0% | 26 | +1,031 | 2.23% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 46,722 | 2,732 | 0.0% | 0.0% | 27 | +12,403 | 36.14% | Q1 2026 | May 12, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 44,967 | 2,630 | 0.0% | 0.0% | 28 | -467 | -1.03% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 43,000 | 2,515 | 0.0% | 0.0% | 29 | +37,100 | 628.81% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 40,062 | 2,322 | 0.0% | 0.0% | 30 | +9,965 | 33.11% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 38,404 | 2,246 | 0.0% | 0.0% | 31 | +1,486 | 4.03% | Q1 2026 | May 13, 2026 |
| Greenline Partners, LLC | History | Reduced | 37,848 | 2,213 | 0.24% | 0.26% | 32 | -5,614 | -12.92% | Q1 2026 | May 15, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 37,631 | 2,201 | 0.14% | 0.08% | 33 | +15,331 | 68.75% | Q1 2026 | Apr 29, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 37,608 | 2,199 | 0.01% | 0.01% | 34 | +13,851 | 58.3% | Q1 2026 | Apr 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 37,446 | 2,190 | 0.01% | 0.01% | 35 | +2,072 | 5.86% | Q1 2026 | May 13, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 36,017 | 2,064 | 0.0% | 0.01% | 36 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 34,437 | 2,014 | 0.0% | 0.0% | 37 | +22,873 | 197.79% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 34,214 | 2,001 | 0.0% | 0.0% | 38 | +11,507 | 50.68% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 33,262 | 1,945 | 0.0% | 0.0% | 39 | +10,788 | 48.0% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 31,511 | 1,843 | 0.0% | 0.0% | 40 | +18,295 | 138.43% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 31,502 | 1,842 | 0.0% | 0.0% | 41 | -37,034 | -54.04% | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 29,083 | 1,701 | 0.02% | 0.02% | 42 | +400 | 1.39% | Q1 2026 | Apr 24, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 28,376 | 1,659 | 0.01% | 0.0% | 43 | +7,286 | 34.55% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 26,923 | 1,568 | 0.0% | 0.0% | 44 | +7,572 | 39.13% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 26,353 | 1,541 | 0.02% | 0.02% | 45 | +5,853 | 28.55% | Q1 2026 | Apr 07, 2026 |
| Recurrent Investment Advisors LLC | History | No change | 24,960 | 1,459 | 0.09% | 0.1% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | New | 23,800 | 1,392 | 0.48% | — | 47 | +23,800 | New | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 22,699 | 1,327 | 0.0% | 0.0% | 48 | +3,849 | 20.42% | Q1 2026 | May 08, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 22,310 | 1,304 | 0.04% | 0.07% | 49 | -25,000 | -52.84% | Q1 2026 | Apr 28, 2026 |
| Engineers Gate Manager LP | History | Added to | 20,201 | 1,181 | 0.01% | 0.01% | 50 | +1,351 | 7.17% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Added to | 18,335 | 1,072 | 0.01% | 0.01% | 51 | +7,596 | 70.73% | Q1 2026 | May 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 18,134 | 1,060 | 0.01% | 0.0% | 52 | +8,764 | 93.53% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 17,855 | 1,044 | 0.02% | 0.01% | 53 | +8,932 | 100.1% | Q1 2026 | May 15, 2026 |
| Clearbridge Investments, LLC | History | Added to | 17,382 | 1,016 | 0.0% | 0.0% | 54 | +383 | 2.25% | Q1 2026 | May 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 15,820 | 925 | 0.0% | 0.0% | 55 | +8,590 | 118.81% | Q1 2026 | May 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 15,239 | 891 | 0.0% | — | 56 | +15,239 | New | Q1 2026 | May 15, 2026 |
| West Family Investments, Inc. | History | Added to | 15,232 | 890 | 0.31% | 0.11% | 57 | +6,076 | 66.36% | Q1 2026 | May 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 15,157 | 886 | 0.0% | 0.0% | 58 | +10,045 | 196.5% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 14,900 | 871 | 0.0% | 0.0% | 59 | -6,700 | -31.02% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 14,486 | 847 | 0.0% | 0.0% | 60 | +346 | 2.45% | Q1 2026 | Apr 30, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 13,911 | 813 | 0.0% | — | 61 | +13,911 | New | Q1 2026 | May 14, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 9,685 | 796 | 0.05% | 0.02% | 62 | +4,016 | 70.84% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 14,874 | 791 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Neuberger Berman Group LLC | History | Added to | 13,197 | 771 | 0.0% | 0.0% | 64 | +3,703 | 39.0% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 13,031 | 762 | 0.0% | 0.0% | 65 | +3,172 | 32.17% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 12,977 | 759 | 0.0% | 0.0% | 66 | +1,454 | 12.62% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Added to | 12,653 | 740 | 0.02% | 0.01% | 67 | +7,017 | 124.5% | Q1 2026 | Apr 29, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 12,386 | 724 | 0.03% | 0.01% | 68 | +6,258 | 102.12% | Q1 2026 | Apr 21, 2026 |
| Parallel Advisors, LLC | History | Added to | 12,225 | 715 | 0.01% | 0.01% | 69 | +4,423 | 56.69% | Q1 2026 | May 07, 2026 |
| PCM Encore, LLC | History | Added to | 12,154 | 710 | 0.15% | 0.13% | 70 | +1,033 | 9.29% | Q1 2026 | May 12, 2026 |
| Aquatic Capital Management LLC | History | Added to | 11,502 | 672 | 0.02% | 0.01% | 71 | +3,626 | 46.04% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 11,230 | 656 | 0.01% | 0.01% | 72 | -5,913 | -34.49% | Q1 2026 | Apr 20, 2026 |
| DMC Group, LLC | History | Added to | 10,462 | 611 | 0.41% | 0.37% | 73 | +52 | 0.5% | Q1 2026 | Apr 30, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 10,092 | 590 | 0.0% | 0.0% | 74 | -11,700 | -53.69% | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | Added to | 9,489 | 555 | 0.0% | 0.0% | 75 | +5,056 | 114.05% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Added to | 9,247 | 540 | 0.0% | 0.0% | 76 | +135 | 1.48% | Q1 2026 | May 11, 2026 |
| Caprock Group, LLC | History | Added to | 9,158 | 539 | 0.01% | 0.01% | 77 | +679 | 8.01% | Q1 2026 | May 11, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 9,531 | 537 | 0.0% | 0.0% | 78 | -69 | -0.72% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Added to | 9,066 | 530 | 0.02% | 0.01% | 79 | +819 | 9.93% | Q1 2026 | May 14, 2026 |
| PDS Planning, Inc | History | Added to | 8,982 | 525 | 0.03% | 0.02% | 80 | +2,552 | 39.69% | Q1 2026 | Apr 21, 2026 |
| LPL Financial LLC | History | Added to | 8,512 | 497 | 0.0% | 0.0% | 81 | +1,817 | 27.14% | Q1 2026 | May 06, 2026 |
| Aaron Wealth Advisors LLC | History | New | 8,495 | 496 | 0.03% | — | 83 | +8,495 | New | Q1 2026 | Apr 21, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 8,491 | 496 | 0.01% | 0.01% | 82 | -67 | -0.78% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 7,780 | 455 | 0.01% | 0.01% | 84 | +442 | 6.02% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | New | 7,453 | 435 | 0.0% | — | 85 | +7,453 | New | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,427 | 434 | 0.0% | 0.0% | 86 | +6,930 | 1394.37% | Q1 2026 | May 15, 2026 |
| SYON CAPITAL LLC | History | Added to | 7,376 | 431 | 0.02% | 0.01% | 87 | +2,216 | 42.95% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Added to | 6,627 | 387 | 0.02% | 0.01% | 88 | +1,850 | 38.73% | Q1 2026 | Apr 06, 2026 |
| AXQ CAPITAL, LP | History | New | 6,524 | 381 | 0.05% | — | 89 | +6,524 | New | Q1 2026 | May 13, 2026 |
| Graham Capital Management, L.P. | History | Added to | 6,501 | 380 | 0.01% | 0.01% | 90 | +189 | 2.99% | Q1 2026 | May 15, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 6,389 | 373 | 0.01% | 0.01% | 91 | -702 | -9.9% | Q1 2026 | Apr 24, 2026 |
| Summit Global Investments | History | Reduced | 6,282 | 367 | 0.02% | 0.04% | 92 | -5,811 | -48.05% | Q1 2026 | May 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 6,197 | 362 | 0.0% | — | 93 | +6,197 | New | Q1 2026 | May 15, 2026 |
| Ethic Inc. | History | Added to | 6,030 | 352 | 0.01% | 0.0% | 94 | +1,333 | 28.38% | Q1 2026 | Apr 27, 2026 |
| Savant Capital, LLC | History | New | 5,555 | 324 | 0.0% | — | 95 | +5,555 | New | Q1 2026 | May 04, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 5,500 | 321 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 5,184 | 303 | 0.0% | 0.0% | 97 | -117 | -2.21% | Q1 2026 | May 15, 2026 |
| Crossmark Global Holdings, Inc. | History | New | 5,090 | 297 | 0.0% | — | 98 | +5,090 | New | Q1 2026 | May 11, 2026 |
| HB Wealth Management, LLC | History | New | 4,873 | 285 | 0.0% | — | 99 | +4,873 | New | Q1 2026 | Apr 27, 2026 |
| LGT Group Foundation | History | No change | 4,865 | 284 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,685 | 274 | 0.0% | 0.0% | 101 | +331 | 7.6% | Q1 2026 | May 11, 2026 |
| Crestwood Advisors Group, LLC | History | New | 4,553 | 266 | 0.0% | — | 102 | +4,553 | New | Q1 2026 | May 05, 2026 |
| GREENLEAF TRUST | History | New | 4,451 | 260 | 0.0% | — | 103 | +4,451 | New | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 4,192 | 245 | 0.0% | — | 104 | +4,192 | New | Q1 2026 | May 15, 2026 |
| Wellspring Financial Advisors, LLC | History | New | 4,174 | 244 | 0.02% | — | 105 | +4,174 | New | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 4,083 | 238 | 0.0% | 0.0% | 106 | +6 | 0.15% | Q1 2026 | Apr 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 4,032 | 235 | 0.0% | 0.0% | 107 | +3,571 | 774.62% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | New | 3,988 | 233 | 0.0% | — | 108 | +3,988 | New | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 3,879 | 226 | 0.0% | — | 109 | +3,879 | New | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 3,793 | 222 | 0.0% | — | 110 | +3,793 | New | Q1 2026 | May 05, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 3,741 | 218 | 0.0% | — | 111 | +3,741 | New | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Added to | 3,691 | 215 | 0.0% | 0.0% | 112 | +745 | 25.29% | Q1 2026 | May 14, 2026 |
| Canopy Partners, LLC | History | New | 3,644 | 213 | 0.07% | — | 113 | +3,644 | New | Q1 2026 | May 11, 2026 |
| Composition Wealth, LLC | History | New | 3,580 | 209 | 0.0% | — | 114 | +3,580 | New | Q1 2026 | Apr 08, 2026 |
| Greenspring Advisors, LLC | History | New | 3,550 | 207 | 0.01% | — | 115 | +3,550 | New | Q1 2026 | May 04, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 3,427 | 200 | 0.0% | — | 116 | +3,427 | New | Q1 2026 | Apr 24, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 3,145 | 183 | 0.02% | 0.0% | 117 | +2,805 | 825.0% | Q1 2026 | May 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 3,111 | 182 | 0.0% | 0.0% | 118 | -119 | -3.68% | Q1 2026 | May 01, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,591 | 151 | 0.0% | 0.0% | 119 | +1,029 | 65.88% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,475 | 144 | 0.01% | 0.01% | 120 | +366 | 17.35% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,504 | 141 | 0.0% | 0.0% | 121 | +352 | 16.36% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 2,299 | 134 | 0.0% | 0.0% | 122 | +1,192 | 107.68% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,178 | 127 | 0.0% | 0.0% | 123 | +450 | 26.04% | Q1 2026 | Apr 07, 2026 |
| SG Americas Securities, LLC | History | New | 1,812 | 106 | 0.0% | — | 124 | +1,812 | New | Q1 2026 | Apr 16, 2026 |
| Inspire Investing, LLC | History | Reduced | 1,600 | 93 | 0.01% | 0.01% | 125 | -6 | -0.37% | Q1 2026 | Apr 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,482 | 86 | 0.0% | 0.01% | 126 | -4,048 | -73.2% | Q1 2026 | May 15, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 950 | 55 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Reduced | 926 | 54 | 0.0% | 0.0% | 128 | -1,493 | -61.72% | Q1 2026 | May 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 722 | 42 | 0.0% | 0.0% | 129 | +690 | 2156.25% | Q1 2026 | Apr 30, 2026 |
| SIMPLEX TRADING, LLC | History | New | 608 | 35 | 0.0% | — | 131 | +608 | New | Q1 2026 | May 14, 2026 |
| Founders Capital Management | History | No change | 600 | 35 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 557 | 32 | 0.02% | 0.02% | 132 | -14 | -2.45% | Q1 2026 | May 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 466 | 27 | 0.0% | 0.0% | 133 | -26,213 | -98.25% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 434 | 23 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Quantbot Technologies LP | History | New | 382 | 22 | 0.0% | — | 135 | +382 | New | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 369 | 21 | 0.0% | 0.0% | 136 | +285 | 339.29% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 332 | 19 | 0.0% | — | 138 | +332 | New | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 338 | 19 | 0.0% | 0.0% | 137 | +80 | 31.01% | Q1 2026 | May 07, 2026 |
| Larson Financial Group LLC | History | Added to | 316 | 18 | 0.0% | 0.0% | 139 | +290 | 1115.38% | Q1 2026 | May 15, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 304 | 17 | 0.0% | 0.0% | 140 | +57 | 23.08% | Q1 2026 | Apr 17, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 263 | 15 | 0.0% | 0.0% | 141 | +68 | 34.87% | Q1 2026 | May 13, 2026 |
| True Wealth Design, LLC | History | Added to | 249 | 14 | 0.0% | 0.0% | 142 | +59 | 31.05% | Q1 2026 | Apr 13, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 218 | 12 | 0.01% | 0.01% | 143 | +46 | 26.74% | Q1 2026 | May 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 205 | 11 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 173 | 10 | 0.0% | 0.0% | 145 | -55 | -24.12% | Q1 2026 | Apr 20, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 166 | 9 | 0.0% | 0.0% | 149 | +48 | 40.68% | Q1 2026 | Apr 24, 2026 |
| North Star Investment Management Corp. | History | Added to | 166 | 9 | 0.0% | 0.0% | 147 | +44 | 36.07% | Q1 2026 | Apr 23, 2026 |
| ASSETMARK, INC | History | Added to | 167 | 9 | 0.0% | 0.0% | 148 | +14 | 9.15% | Q1 2026 | May 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 174 | 9 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | New | 139 | 8 | 0.0% | — | 150 | +139 | New | Q1 2026 | May 06, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 144 | 8 | 0.0% | — | 151 | +128 | 800.0% | Q1 2026 | Apr 21, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 132 | 7 | 0.0% | — | 154 | +132 | New | Q1 2026 | May 08, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 131 | 7 | 0.0% | 0.0% | 153 | +21 | 19.09% | Q1 2026 | Apr 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 128 | 7 | 0.0% | 0.0% | 152 | -3 | -2.29% | Q1 2026 | Apr 27, 2026 |
| SHP Wealth Management | History | New | 112 | 6 | 0.0% | — | 155 | +112 | New | Q1 2026 | May 08, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 108 | 6 | 0.0% | — | 156 | +108 | New | Q1 2026 | May 12, 2026 |
| LRI Investments, LLC | History | New | 98 | 5 | 0.0% | — | 159 | +98 | New | Q1 2026 | Apr 30, 2026 |
| WealthCollab, LLC | History | Added to | 90 | 5 | 0.0% | 0.0% | 158 | +60 | 200.0% | Q1 2026 | May 13, 2026 |
| Key FInancial Inc | History | No change | 89 | 5 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Versant Capital Management, Inc | History | New | 69 | 4 | 0.0% | — | 160 | +69 | New | Q1 2026 | Apr 06, 2026 |
| Root Financial Partners, LLC | History | Added to | 52 | 3 | 0.0% | 0.0% | 163 | +14 | 36.84% | Q1 2026 | Apr 24, 2026 |
| IFP Advisors, Inc | History | Added to | 60 | 3 | 0.0% | 0.0% | 162 | +12 | 25.0% | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 54 | 3 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 36 | 2 | 0.0% | — | 166 | +36 | New | Q1 2026 | Apr 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 49 | 2 | 0.0% | 0.0% | 165 | +28 | 133.33% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 36 | 2 | 0.0% | 0.0% | 164 | +11 | 44.0% | Q1 2026 | May 01, 2026 |
| BFSG, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 21 | 1 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SageView Advisory Group, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.01% | — | -175,046 | -100.0% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,914 | -100.0% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -16,494 | -100.0% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,300 | -100.0% | Q1 2026 | May 13, 2026 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -9,119 | -100.0% | Q1 2026 | May 15, 2026 |
| Tuttle Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.05% | — | -8,931 | -100.0% | Q1 2026 | May 04, 2026 |
| COHEN & STEERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -605 | -100.0% | Q1 2026 | May 15, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q1 2026 | May 12, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q1 2026 | Apr 17, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q1 2026 | May 13, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q1 2026 | May 06, 2026 |
| Glen Eagle Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | May 15, 2026 |
| Abound Wealth Management | History | Reduced | 11 | 0 | — | 0.0% | — | -9 | -45.0% | Q1 2026 | Apr 10, 2026 |
| Rossby Financial, LCC | History | Added to | 17 | 0 | — | — | — | +6 | 54.55% | Q1 2026 | May 11, 2026 |
| Trust Co | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ares Financial Consulting, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |