POSCO HOLDINGS INC. - PKX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 1,290,040 | 68,643 | 0.0% | 0.0% | 1 | +281,557 | 27.92% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 980,307 | 52,162 | 0.01% | 0.01% | 2 | -42,848 | -4.19% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 888,572 | 47,280 | 0.0% | 0.0% | 3 | +86,922 | 10.84% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Added to | 850,425 | 45,251 | 0.0% | 0.0% | 4 | +41,381 | 5.11% | Q4 2025 | Feb 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 621,560 | 33,073 | 0.02% | 0.01% | 5 | +71,861 | 13.07% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 310,161 | 16,503 | 0.0% | 0.0% | 6 | -64,672 | -17.25% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | No change | 285,158 | 15,173 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 250,895 | 13,350 | 0.01% | 0.01% | 8 | -3,078 | -1.21% | Q4 2025 | Feb 10, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 217,367 | 11,566 | 0.03% | 0.03% | 9 | +43,085 | 24.72% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Added to | 212,646 | 11,314 | 0.01% | 0.01% | 10 | +75,164 | 54.67% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 199,914 | 10,637 | 0.0% | 0.0% | 11 | +115,069 | 135.62% | Q4 2025 | Jan 29, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 175,046 | 9,314 | 0.01% | 0.01% | 12 | -4,821 | -2.68% | Q4 2025 | Feb 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 147,036 | 7,824 | 0.01% | 0.0% | 13 | +46,057 | 45.61% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 126,702 | 6,741 | 0.0% | 0.0% | 14 | -36,599 | -22.41% | Q4 2025 | Mar 25, 2026 |
| Quantinno Capital Management LP | History | Added to | 109,752 | 5,839 | 0.01% | 0.01% | 15 | +36,706 | 50.25% | Q4 2025 | Feb 17, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | New | 87,388 | 4,649 | 0.21% | — | 16 | +87,388 | New | Q4 2025 | Feb 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 71,001 | 3,778 | 0.03% | 0.03% | 17 | -3,224 | -4.34% | Q4 2025 | Feb 18, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 68,536 | 3,646 | 0.0% | 0.0% | 18 | +58,196 | 562.82% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 67,725 | 3,603 | 0.11% | 0.1% | 19 | +2,463 | 3.77% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 65,904 | 3,506 | 0.0% | 0.0% | 20 | +6,405 | 10.76% | Q4 2025 | Feb 13, 2026 |
| Ramirez Asset Management, Inc. | History | New | 59,024 | 3,140 | 0.41% | — | 21 | +59,024 | New | Q4 2025 | Feb 11, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 36,017 | 3,139 | 0.01% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 55,605 | 2,958 | 0.0% | 0.0% | 23 | +35,963 | 183.09% | Q4 2025 | Feb 17, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 52,393 | 2,787 | 0.01% | 0.01% | 24 | -12,884 | -19.74% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 52,217 | 2,778 | 0.03% | 0.02% | 25 | +16,081 | 44.5% | Q4 2025 | Feb 13, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Added to | 47,310 | 2,517 | 0.07% | 0.03% | 26 | +22,690 | 92.16% | Q4 2025 | Jan 28, 2026 |
| FMR LLC | History | Added to | 46,144 | 2,455 | 0.0% | 0.0% | 27 | +572 | 1.26% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 45,434 | 2,417 | 0.0% | 0.0% | 28 | -86 | -0.19% | Q4 2025 | Feb 10, 2026 |
| Greenline Partners, LLC | History | Reduced | 43,462 | 2,312 | 0.26% | 0.26% | 29 | -324 | -0.74% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 36,914 | 1,964 | 0.0% | 0.0% | 31 | +1,677 | 4.76% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 36,918 | 1,964 | 0.0% | 0.0% | 30 | -257 | -0.69% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 35,374 | 1,882 | 0.01% | 0.01% | 32 | +1,483 | 4.38% | Q4 2025 | Feb 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 34,319 | 1,826 | 0.0% | 0.0% | 33 | -2,286 | -6.25% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 28,683 | 1,722 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 30,973 | 1,648 | 0.03% | — | 35 | +30,973 | New | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 30,097 | 1,575 | 0.0% | 0.0% | 36 | +4,364 | 16.96% | Q4 2025 | Mar 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 26,679 | 1,419 | 0.0% | 0.0% | 37 | +1,255 | 4.94% | Q4 2025 | Feb 17, 2026 |
| Recurrent Investment Advisors LLC | History | Added to | 24,960 | 1,328 | 0.1% | 0.09% | 38 | +9 | 0.04% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 23,757 | 1,264 | 0.01% | 0.01% | 39 | +3,870 | 19.46% | Q4 2025 | Feb 03, 2026 |
| Cerity Partners LLC | History | Added to | 22,707 | 1,208 | 0.0% | 0.0% | 40 | +2,153 | 10.47% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | Added to | 22,474 | 1,195 | 0.0% | 0.0% | 41 | +9,644 | 75.17% | Q4 2025 | Jan 30, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 22,300 | 1,186 | 0.08% | 0.03% | 42 | +13,620 | 156.91% | Q4 2025 | Jan 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 21,792 | 1,159 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 21,600 | 1,149 | 0.0% | 0.0% | 44 | -12,500 | -36.66% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 21,090 | 1,122 | 0.0% | 0.0% | 45 | +5,182 | 32.57% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 20,500 | 1,090 | 0.02% | 0.01% | 46 | +4,361 | 27.02% | Q4 2025 | Jan 20, 2026 |
| Mariner, LLC | History | Added to | 19,351 | 1,031 | 0.0% | 0.0% | 47 | +4,814 | 33.12% | Q4 2025 | Feb 13, 2026 |
| Engineers Gate Manager LP | History | Added to | 18,850 | 1,003 | 0.01% | 0.01% | 49 | +6,493 | 52.55% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 18,850 | 1,003 | 0.0% | 0.0% | 48 | +2,591 | 15.94% | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | Added to | 17,143 | 912 | 0.01% | 0.01% | 50 | +4,727 | 38.07% | Q4 2025 | Jan 16, 2026 |
| Clearbridge Investments, LLC | History | No change | 16,999 | 904 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Quadrature Capital Ltd | History | New | 16,494 | 877 | 0.01% | — | 52 | +16,494 | New | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | Reduced | 14,874 | 791 | 0.02% | 0.03% | 53 | -343 | -2.25% | Q4 2025 | Feb 11, 2026 |
| Nuveen, LLC | History | Reduced | 14,140 | 752 | 0.0% | 0.0% | 54 | -1,431 | -9.19% | Q4 2025 | Feb 12, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 13,216 | 703 | 0.0% | — | 55 | +13,216 | New | Q4 2025 | Feb 17, 2026 |
| Summit Global Investments | History | Added to | 12,093 | 643 | 0.04% | 0.03% | 56 | +1,929 | 18.98% | Q4 2025 | Feb 18, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 11,564 | 615 | 0.0% | 0.0% | 57 | -13,818 | -54.44% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 11,523 | 613 | 0.0% | 0.0% | 58 | +4,234 | 58.09% | Q4 2025 | Feb 17, 2026 |
| PCM Encore, LLC | History | New | 11,121 | 591 | 0.13% | — | 59 | +11,121 | New | Q4 2025 | Feb 13, 2026 |
| Ballentine Partners, LLC | History | Added to | 10,739 | 571 | 0.01% | 0.01% | 60 | +2,549 | 31.12% | Q4 2025 | Feb 03, 2026 |
| DMC Group, LLC | History | Added to | 10,410 | 553 | 0.37% | 0.34% | 61 | +327 | 3.24% | Q4 2025 | Jan 21, 2026 |
| CITIGROUP INC | History | Reduced | 9,859 | 524 | 0.0% | 0.0% | 62 | -25,662 | -72.24% | Q4 2025 | Feb 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 9,600 | 512 | 0.0% | — | 63 | +9,600 | New | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 9,494 | 505 | 0.0% | 0.0% | 64 | +120 | 1.28% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 9,370 | 498 | 0.0% | 0.0% | 65 | +2,481 | 36.01% | Q4 2025 | Feb 17, 2026 |
| PEAK6 LLC | History | New | 9,300 | 494 | 0.0% | — | 66 | +9,300 | New | Q4 2025 | Mar 12, 2026 |
| West Family Investments, Inc. | History | Reduced | 9,156 | 487 | 0.11% | 16.59% | 67 | -808 | -8.11% | Q4 2025 | Feb 11, 2026 |
| Voleon Capital Management LP | History | New | 9,119 | 485 | 0.01% | — | 68 | +9,119 | New | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 9,112 | 484 | 0.0% | — | 69 | +9,112 | New | Q4 2025 | Feb 13, 2026 |
| Tuttle Capital Management, LLC | History | New | 8,931 | 475 | 1.05% | — | 70 | +8,931 | New | Q4 2025 | Jan 08, 2026 |
| XTX Topco Ltd | History | New | 8,923 | 474 | 0.01% | — | 71 | +8,923 | New | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 8,558 | 455 | 0.01% | 0.01% | 72 | -2,223 | -20.62% | Q4 2025 | Feb 12, 2026 |
| Caprock Group, LLC | History | Added to | 8,479 | 451 | 0.01% | 0.01% | 73 | +1,223 | 16.86% | Q4 2025 | Jan 28, 2026 |
| Compound Planning, Inc. | History | Added to | 8,247 | 438 | 0.01% | 0.01% | 74 | +1,100 | 15.39% | Q4 2025 | Feb 19, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 7,876 | 419 | 0.01% | 0.01% | 75 | -6,379 | -44.75% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 7,802 | 415 | 0.01% | 0.0% | 76 | +2,939 | 60.44% | Q4 2025 | Feb 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 7,338 | 390 | 0.01% | 0.01% | 77 | +772 | 11.76% | Q4 2025 | Jan 27, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 7,230 | 384 | 0.0% | 0.0% | 78 | +2,686 | 59.11% | Q4 2025 | Feb 13, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 7,091 | 377 | 0.01% | 0.01% | 79 | -472 | -6.24% | Q4 2025 | Feb 06, 2026 |
| LPL Financial LLC | History | Reduced | 6,695 | 356 | 0.0% | 0.0% | 80 | -2,611 | -28.06% | Q4 2025 | Feb 11, 2026 |
| PDS Planning, Inc | History | Added to | 6,430 | 342 | 0.02% | 0.02% | 81 | +283 | 4.6% | Q4 2025 | Jan 26, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 5,669 | 341 | 0.02% | 0.02% | 82 | +797 | 16.36% | Q4 2025 | Jan 23, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 6,312 | 335 | 0.01% | 0.01% | 83 | -1,540 | -19.61% | Q4 2025 | Feb 17, 2026 |
| Venturi Wealth Management, LLC | History | New | 6,128 | 326 | 0.01% | — | 84 | +6,128 | New | Q4 2025 | Jan 22, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 5,900 | 313 | 0.0% | 0.0% | 85 | -53,553 | -90.08% | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | New | 5,636 | 306 | 0.01% | — | 86 | +5,636 | New | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,530 | 294 | 0.01% | 0.0% | 87 | +2,031 | 58.05% | Q4 2025 | Feb 17, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Reduced | 5,500 | 292 | 0.02% | 0.04% | 88 | -5,880 | -51.67% | Q4 2025 | Jan 14, 2026 |
| ROYAL BANK OF CANADA | History | New | 5,301 | 282 | 0.0% | — | 89 | +5,301 | New | Q4 2025 | Feb 17, 2026 |
| SYON CAPITAL LLC | History | Reduced | 5,160 | 274 | 0.01% | 0.01% | 90 | -115 | -2.18% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 5,112 | 272 | 0.0% | 0.0% | 91 | -246 | -4.59% | Q4 2025 | Mar 16, 2026 |
| LGT Group Foundation | History | No change | 4,865 | 259 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| GAMMA Investing LLC | History | Added to | 4,777 | 254 | 0.01% | 0.01% | 93 | +1,129 | 30.95% | Q4 2025 | Jan 05, 2026 |
| Ethic Inc. | History | New | 4,697 | 249 | 0.0% | — | 94 | +4,697 | New | Q4 2025 | Feb 03, 2026 |
| XPONANCE LLC | History | Added to | 4,433 | 235 | 0.0% | 0.0% | 95 | +181 | 4.26% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,354 | 231 | 0.0% | 0.0% | 96 | -15 | -0.34% | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 4,077 | 216 | 0.0% | 0.0% | 97 | -550 | -11.89% | Q4 2025 | Jan 23, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 3,230 | 172 | 0.0% | 0.0% | 98 | +983 | 43.75% | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Added to | 2,946 | 157 | 0.0% | 0.0% | 99 | +440 | 17.56% | Q4 2025 | Jan 26, 2026 |
| Arax Advisory Partners | History | Added to | 2,419 | 128 | 0.0% | 0.0% | 100 | +1,698 | 235.51% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 2,302 | 122 | 0.0% | 0.0% | 101 | +1,201 | 109.08% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,152 | 114 | 0.0% | 0.0% | 102 | +45 | 2.14% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2,109 | 112 | 0.01% | — | 103 | +2,109 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,728 | 91 | 0.0% | 0.0% | 104 | +973 | 128.87% | Q4 2025 | Jan 23, 2026 |
| Inspire Investing, LLC | History | New | 1,606 | 85 | 0.01% | — | 105 | +1,606 | New | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,562 | 83 | 0.0% | 0.0% | 106 | +515 | 49.19% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 1,107 | 58 | 0.0% | — | 107 | +1,107 | New | Q4 2025 | Feb 05, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 950 | 50 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 605 | 32 | 0.0% | 0.0% | 109 | -244 | -28.74% | Q4 2025 | Feb 13, 2026 |
| Founders Capital Management | History | No change | 600 | 31 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 571 | 30 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 497 | 26 | 0.0% | 0.0% | 112 | +145 | 41.19% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 461 | 24 | 0.0% | — | 113 | +461 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 434 | 23 | 0.0% | 0.0% | 114 | -3,903 | -89.99% | Q4 2025 | Feb 06, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 400 | 21 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 340 | 18 | 0.0% | — | 116 | +340 | New | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 247 | 13 | 0.0% | 0.0% | 118 | +119 | 92.97% | Q4 2025 | Feb 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 258 | 13 | 0.0% | 0.0% | 117 | +64 | 32.99% | Q4 2025 | Feb 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 228 | 12 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 205 | 10 | 0.0% | — | 120 | +205 | New | Q4 2025 | Feb 12, 2026 |
| True Wealth Design, LLC | History | Added to | 190 | 10 | 0.0% | 0.0% | 122 | +52 | 37.68% | Q4 2025 | Jan 08, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 195 | 10 | 0.0% | 0.0% | 121 | +48 | 32.65% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Financial Management LLC | History | New | 172 | 9 | 0.01% | — | 124 | +172 | New | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 174 | 9 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | Added to | 153 | 8 | 0.0% | 0.0% | 125 | +58 | 61.05% | Q4 2025 | Jan 23, 2026 |
| North Star Investment Management Corp. | History | New | 122 | 6 | 0.0% | — | 126 | +122 | New | Q4 2025 | Jan 30, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 118 | 6 | 0.0% | 0.0% | 127 | +4 | 3.51% | Q4 2025 | Jan 29, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 131 | 6 | 0.0% | 0.0% | 128 | +2 | 1.55% | Q4 2025 | Feb 03, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 110 | 5 | 0.0% | 0.0% | 129 | +30 | 37.5% | Q4 2025 | Jan 15, 2026 |
| MAI Capital Management | History | Reduced | 84 | 4 | 0.0% | 0.0% | 130 | -140 | -62.5% | Q4 2025 | Feb 13, 2026 |
| Key FInancial Inc | History | No change | 89 | 4 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AdvisorNet Financial, Inc | History | No change | 62 | 3 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| GROUP ONE TRADING LLC | History | New | 53 | 2 | 0.0% | — | 134 | +53 | New | Q4 2025 | Feb 12, 2026 |
| Elyxium Wealth, LLC | History | New | 42 | 2 | 0.0% | — | 137 | +42 | New | Q4 2025 | Feb 05, 2026 |
| Root Financial Partners, LLC | History | New | 38 | 2 | 0.0% | — | 136 | +38 | New | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | Added to | 48 | 2 | 0.0% | 0.0% | 135 | +16 | 50.0% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 54 | 2 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 32 | 1 | 0.0% | — | 139 | +32 | New | Q4 2025 | Jan 15, 2026 |
| SageView Advisory Group, LLC | History | New | 28 | 1 | 0.0% | — | 144 | +28 | New | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Added to | 26 | 1 | 0.0% | — | 142 | +21 | 420.0% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 21 | 1 | 0.0% | — | 146 | +11 | 110.0% | Q4 2025 | Feb 13, 2026 |
| Abound Wealth Management | History | Added to | 20 | 1 | 0.0% | — | 145 | +5 | 33.33% | Q4 2025 | Jan 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 25 | 1 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Russell Investments Group, Ltd. | History | No change | 21 | 1 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BFSG, LLC | History | No change | 20 | 1 | 0.0% | — | 141 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 21 | 1 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| WealthCollab, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -49,345 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -30,830 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,300 | -100.0% | Q3 2025 | Oct 20, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,450 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,690 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,299 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,617 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,594 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Parvin Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -660 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -247 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q3 2025 | Nov 06, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FINANCIAL CONSULATE, INC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Jan 22, 2026 |
| Trust Co | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 15, 2026 |
| Rossby Financial, LCC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Feb 12, 2026 |
| Ares Financial Consulting, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q4 2025 | Jan 30, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 12, 2025 |