WOORI FINANCIAL GROUP INC. - WF
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 | 2,444,982 | 162,835 | 0.0% | 0.0% | 1 | +202,049 | 9.01% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,429,452 | 95,201 | 0.01% | 0.0% | 2 | +29,548 | 2.11% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 441,917 | 29,431 | 0.07% | 0.08% | 3 | -59,945 | -11.94% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 390,676 | 26,019 | 0.02% | 0.01% | 4 | +56,441 | 16.89% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 198,920 | 13,248 | 0.02% | 0.02% | 5 | +64,055 | 47.5% | Q1 2026 | May 15, 2026 |
| DONALD SMITH & CO., INC. | History | New | 547,690 | 12,158 | 0.22% | — | 6 | +547,690 | New | Q1 2026 | May 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 136,771 | 9,103 | 0.01% | 0.01% | 7 | +6,956 | 5.36% | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 123,596 | 8,231 | 0.08% | 0.07% | 8 | +5,000 | 4.22% | Q1 2026 | May 14, 2026 |
| Ethic Inc. | History | Reduced | 123,390 | 8,217 | 0.13% | 0.11% | 9 | -1,377 | -1.1% | Q1 2026 | Apr 27, 2026 |
| Vident Advisory, LLC | History | Added to | 117,323 | 7,813 | 0.07% | 0.06% | 10 | +13,521 | 13.03% | Q1 2026 | May 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 105,375 | 7,017 | 0.0% | 0.01% | 11 | -136,535 | -56.44% | Q1 2026 | May 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 99,904 | 6,803 | 0.15% | 0.11% | 12 | +6,001 | 6.39% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 96,332 | 6,415 | 0.03% | 0.03% | 13 | +9,810 | 11.34% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 95,636 | 6,367 | 0.0% | 0.0% | 14 | +3,345 | 3.62% | Q1 2026 | May 07, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 91,906 | 6,120 | 0.06% | 0.05% | 15 | +2,025 | 2.25% | Q1 2026 | May 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 86,338 | 5,750 | 0.0% | 0.0% | 16 | +19,084 | 28.38% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 84,592 | 5,633 | 0.0% | 0.0% | 17 | -9,164 | -9.77% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 71,641 | 4,771 | 0.0% | 0.0% | 18 | +30,591 | 74.52% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 67,205 | 4,475 | 0.01% | 0.01% | 19 | -2,615 | -3.75% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 59,330 | 3,951 | 0.01% | 0.01% | 20 | -8,520 | -12.56% | Q1 2026 | May 06, 2026 |
| US BANCORP \DE\ | History | Added to | 56,379 | 3,754 | 0.0% | 0.0% | 21 | +2,910 | 5.44% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 54,092 | 3,602 | 0.0% | 0.0% | 22 | -6,951 | -11.39% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 52,769 | 3,514 | 0.0% | 0.0% | 23 | +4,616 | 9.59% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 50,423 | 3,239 | 0.0% | 0.0% | 24 | -2,340 | -4.43% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 44,545 | 2,966 | 0.05% | 0.04% | 25 | +320 | 0.72% | Q1 2026 | Apr 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 43,110 | 2,871 | 0.09% | 0.06% | 26 | +11,989 | 38.52% | Q1 2026 | May 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 42,001 | 2,797 | 0.05% | 0.04% | 27 | +2,449 | 6.19% | Q1 2026 | Apr 20, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 40,171 | 2,675 | 0.0% | 0.0% | 28 | -3,448 | -7.9% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 39,779 | 2,649 | 0.01% | 0.01% | 29 | +3,742 | 10.38% | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | Added to | 38,553 | 2,560 | 0.0% | 0.0% | 30 | +4,604 | 13.56% | Q1 2026 | May 13, 2026 |
| Ballentine Partners, LLC | History | Added to | 38,328 | 2,552 | 0.04% | 0.03% | 31 | +208 | 0.55% | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 37,366 | 2,488 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 36,949 | 2,460 | 0.0% | 0.0% | 33 | +5,064 | 15.88% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 35,978 | 2,396 | 0.01% | 0.01% | 34 | +2,324 | 6.91% | Q1 2026 | May 14, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 34,967 | 2,328 | 0.21% | 0.21% | 35 | -1,978 | -5.35% | Q1 2026 | Apr 24, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 32,905 | 2,191 | 0.0% | 0.0% | 36 | +15,417 | 88.16% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Reduced | 29,855 | 1,988 | 0.0% | 0.0% | 37 | -372 | -1.23% | Q1 2026 | May 12, 2026 |
| Ativo Capital Management LLC | History | Reduced | 27,530 | 1,833 | 1.59% | 1.42% | 38 | -17 | -0.06% | Q1 2026 | May 01, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 24,346 | 1,621 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 24,153 | 1,608 | 0.0% | 0.0% | 40 | -521 | -2.11% | Q1 2026 | May 08, 2026 |
| DGS Capital Management, LLC | History | Reduced | 24,090 | 1,604 | 0.26% | 0.27% | 41 | -3,211 | -11.76% | Q1 2026 | Apr 28, 2026 |
| Corient Private Wealth LLC | History | Added to | 24,250 | 1,568 | 0.0% | 0.0% | 42 | +2,950 | 13.85% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 23,444 | 1,561 | 0.02% | 0.02% | 43 | -3,864 | -14.15% | Q1 2026 | May 15, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 23,347 | 1,554 | 0.1% | 0.06% | 44 | +7,374 | 46.17% | Q1 2026 | Apr 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 22,765 | 1,516 | 0.0% | 0.0% | 45 | +3,989 | 21.25% | Q1 2026 | May 04, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 21,208 | 1,412 | 0.01% | 0.01% | 46 | -1,754 | -7.64% | Q1 2026 | May 11, 2026 |
| MARSHALL WACE, LLP | History | Added to | 21,092 | 1,404 | 0.0% | 0.0% | 47 | +15,736 | 293.8% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 21,018 | 1,399 | 0.0% | 0.0% | 48 | +7,779 | 58.76% | Q1 2026 | May 11, 2026 |
| Point72 Asset Management, L.P. | History | New | 20,508 | 1,365 | 0.0% | — | 49 | +20,508 | New | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 19,724 | 1,313 | 0.0% | 0.0% | 50 | +983 | 5.25% | Q1 2026 | May 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 19,289 | 1,284 | 0.0% | 0.01% | 51 | -10,231 | -34.66% | Q1 2026 | May 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 18,902 | 1,258 | 0.01% | 0.01% | 52 | +1,951 | 11.51% | Q1 2026 | May 15, 2026 |
| Voleon Capital Management LP | History | Reduced | 18,717 | 1,246 | 0.03% | 0.04% | 53 | -12,280 | -39.62% | Q1 2026 | May 15, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | New | 17,600 | 1,172 | 0.4% | — | 54 | +17,600 | New | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 16,613 | 1,106 | 0.02% | 0.02% | 55 | +2,441 | 17.22% | Q1 2026 | Jun 02, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 16,276 | 1,032 | 0.0% | 0.0% | 56 | -7,645 | -31.96% | Q1 2026 | May 12, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 15,280 | 1,017 | 0.0% | 0.0% | 57 | +4,426 | 40.78% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | New | 15,144 | 1,008 | 0.0% | — | 58 | +15,144 | New | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 16,333 | 960 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PDS Planning, Inc | History | Added to | 14,114 | 939 | 0.06% | 0.05% | 60 | +621 | 4.6% | Q1 2026 | Apr 21, 2026 |
| Blue Trust, Inc. | History | Reduced | 13,455 | 896 | 0.01% | 0.01% | 61 | -1,564 | -10.41% | Q1 2026 | Apr 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 13,413 | 893 | 0.0% | 0.0% | 62 | +12,329 | 1137.36% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 13,387 | 891 | 0.0% | 0.0% | 63 | +3,407 | 34.14% | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 13,162 | 876 | 0.01% | 0.01% | 64 | +1,901 | 16.88% | Q1 2026 | Apr 27, 2026 |
| Brooklyn Investment Group | History | Added to | 12,992 | 865 | 0.03% | 0.02% | 65 | +7,363 | 130.8% | Q1 2026 | Apr 29, 2026 |
| Composition Wealth, LLC | History | Added to | 12,897 | 858 | 0.01% | 0.01% | 66 | +1,499 | 13.15% | Q1 2026 | Apr 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 12,625 | 840 | 0.03% | 0.01% | 67 | +5,739 | 83.34% | Q1 2026 | May 15, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 12,936 | 823 | 0.05% | 0.05% | 68 | -26 | -0.2% | Q1 2026 | May 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 12,116 | 815 | 0.01% | 0.01% | 69 | -183 | -1.49% | Q1 2026 | May 08, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 11,908 | 793 | 0.04% | 0.04% | 70 | +240 | 2.06% | Q1 2026 | May 11, 2026 |
| PCM Encore, LLC | History | Added to | 11,790 | 785 | 0.16% | 0.14% | 71 | +865 | 7.92% | Q1 2026 | May 12, 2026 |
| Caprock Group, LLC | History | Reduced | 11,368 | 774 | 0.02% | 0.02% | 72 | -3,065 | -21.24% | Q1 2026 | May 11, 2026 |
| XTX Topco Ltd | History | New | 11,226 | 747 | 0.01% | — | 73 | +11,226 | New | Q1 2026 | May 15, 2026 |
| BSW Wealth Partners | History | Reduced | 11,040 | 735 | 0.09% | 0.08% | 74 | -194 | -1.73% | Q1 2026 | Apr 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 10,723 | 714 | 0.0% | 0.0% | 75 | +2,459 | 29.76% | Q1 2026 | May 13, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 10,581 | 704 | 0.03% | 0.02% | 76 | +2,680 | 33.92% | Q1 2026 | Apr 21, 2026 |
| HighTower Advisors, LLC | History | Added to | 9,670 | 644 | 0.0% | 0.0% | 77 | +3,153 | 48.38% | Q1 2026 | May 05, 2026 |
| West Family Investments, Inc. | History | Reduced | 9,186 | 611 | 0.21% | 0.25% | 78 | -8,584 | -48.31% | Q1 2026 | May 07, 2026 |
| Compound Planning, Inc. | History | Added to | 8,983 | 598 | 0.02% | 0.01% | 79 | +809 | 9.9% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 8,913 | 593 | 0.0% | 0.0% | 80 | +394 | 4.62% | Q1 2026 | May 15, 2026 |
| JMN Financial LLC | History | Reduced | 8,880 | 591 | 0.58% | 0.56% | 81 | -754 | -7.83% | Q1 2026 | May 15, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 8,734 | 581 | 0.03% | 0.02% | 82 | +3,291 | 60.46% | Q1 2026 | Apr 21, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 8,202 | 546 | 0.11% | 0.1% | 83 | +7 | 0.09% | Q1 2026 | Jun 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 8,192 | 545 | 0.0% | 0.0% | 84 | +669 | 8.89% | Q1 2026 | Jul 17, 2026 |
| Quadrature Capital Ltd | History | New | 8,136 | 541 | 0.01% | — | 86 | +8,136 | New | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | Added to | 8,134 | 541 | 0.0% | 0.0% | 85 | +2,338 | 40.34% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | New | 7,720 | 530 | 0.0% | — | 87 | +7,720 | New | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 7,770 | 517 | 0.0% | 0.0% | 88 | +1,550 | 24.92% | Q1 2026 | Apr 27, 2026 |
| GREENLEAF TRUST | History | Added to | 7,186 | 478 | 0.0% | 0.0% | 89 | +84 | 1.18% | Q1 2026 | Apr 27, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 6,885 | 469 | 0.21% | 0.23% | 90 | -119 | -1.7% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 6,926 | 461 | 0.01% | 0.01% | 91 | +136 | 2.0% | Q1 2026 | May 14, 2026 |
| First Affirmative Financial Network | History | New | 6,916 | 460 | 0.18% | — | 92 | +6,916 | New | Q1 2026 | May 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 6,851 | 457 | 0.01% | — | 93 | +6,851 | New | Q1 2026 | Apr 27, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 6,850 | 456 | 0.1% | 0.09% | 94 | -500 | -6.8% | Q1 2026 | Apr 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 6,776 | 451 | 0.0% | 0.0% | 95 | +5,523 | 440.78% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 6,534 | 435 | 0.0% | 0.0% | 96 | -2,312 | -26.14% | Q1 2026 | May 08, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 6,523 | 434 | 0.0% | 0.0% | 97 | +10 | 0.15% | Q1 2026 | May 13, 2026 |
| Strategic Global Advisors, LLC | History | No change | 6,412 | 427 | 0.07% | 0.06% | 98 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 6,404 | 426 | 0.0% | 0.0% | 99 | +2,406 | 60.18% | Q1 2026 | May 15, 2026 |
| Foster Group, Inc. | History | Added to | 6,385 | 425 | 0.01% | 0.01% | 100 | +186 | 3.0% | Q1 2026 | Apr 13, 2026 |
| Greenspring Advisors, LLC | History | Added to | 6,356 | 423 | 0.03% | 0.02% | 101 | +154 | 2.48% | Q1 2026 | May 04, 2026 |
| Aquatic Capital Management LLC | History | Added to | 6,262 | 417 | 0.01% | 0.01% | 102 | +1,895 | 43.39% | Q1 2026 | May 15, 2026 |
| Canopy Partners, LLC | History | Added to | 6,212 | 413 | 0.14% | 0.12% | 103 | +63 | 1.02% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 5,969 | 397 | 0.0% | 0.0% | 104 | +2,548 | 74.48% | Q1 2026 | May 05, 2026 |
| Engineers Gate Manager LP | History | New | 5,900 | 392 | 0.0% | — | 105 | +5,900 | New | Q1 2026 | May 15, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 6,651 | 391 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Summit Global Investments | History | Added to | 5,689 | 379 | 0.02% | 0.02% | 107 | +1,093 | 23.78% | Q1 2026 | May 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 5,524 | 367 | 0.0% | — | 108 | +5,524 | New | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | New | 5,524 | 367 | 0.0% | — | 109 | +5,524 | New | Q1 2026 | May 15, 2026 |
| SYON CAPITAL LLC | History | Added to | 5,432 | 361 | 0.02% | 0.02% | 110 | +260 | 5.03% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 5,323 | 354 | 0.0% | 0.0% | 111 | +4,098 | 334.53% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Added to | 5,323 | 354 | 0.02% | 0.01% | 112 | +936 | 21.34% | Q1 2026 | Apr 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 5,300 | 353 | 0.0% | 0.0% | 113 | +815 | 18.17% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 5,259 | 350 | 0.0% | 0.0% | 114 | -9,129 | -63.45% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 5,112 | 340 | 0.0% | 0.0% | 115 | -52,656 | -91.15% | Q1 2026 | May 13, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 4,971 | 331 | 0.07% | 0.06% | 116 | +54 | 1.1% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 4,938 | 328 | 0.03% | 0.03% | 117 | -92 | -1.83% | Q1 2026 | May 11, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 4,778 | 318 | 0.01% | 0.01% | 118 | -524 | -9.88% | Q1 2026 | Apr 24, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 4,463 | 297 | 0.0% | 0.0% | 119 | +899 | 25.22% | Q1 2026 | May 05, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 4,405 | 293 | 0.06% | 0.11% | 120 | -4,488 | -50.47% | Q1 2026 | May 12, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 4,235 | 282 | 0.0% | 0.0% | 121 | -282 | -6.24% | Q1 2026 | May 26, 2026 |
| Calydon Capital | History | Added to | 4,052 | 269 | 0.04% | 0.04% | 122 | +99 | 2.5% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 3,926 | 261 | 0.0% | — | 123 | +3,926 | New | Q1 2026 | Apr 28, 2026 |
| Savant Capital, LLC | History | New | 3,833 | 255 | 0.0% | — | 124 | +3,833 | New | Q1 2026 | May 04, 2026 |
| BROWN ADVISORY INC | History | New | 3,793 | 252 | 0.0% | — | 125 | +3,793 | New | Q1 2026 | May 15, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 3,528 | 234 | 0.07% | 0.06% | 126 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,469 | 232 | 0.0% | 0.0% | 127 | +260 | 8.1% | Q1 2026 | Apr 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 3,430 | 228 | 0.0% | — | 128 | +3,430 | New | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 3,388 | 225 | 0.0% | 0.0% | 129 | -86 | -2.48% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,821 | 224 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 3,339 | 222 | 0.0% | 0.0% | 131 | +386 | 13.07% | Q1 2026 | May 01, 2026 |
| CHOREO, LLC | History | New | 3,127 | 213 | 0.0% | — | 132 | +3,127 | New | Q1 2026 | May 12, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | New | 3,182 | 211 | 0.11% | — | 133 | +3,182 | New | Q1 2026 | May 05, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 3,161 | 210 | 0.0% | 0.0% | 134 | -309 | -8.9% | Q1 2026 | May 15, 2026 |
| Kathmere Capital Management, LLC | History | New | 3,112 | 207 | 0.01% | — | 135 | +3,112 | New | Q1 2026 | Apr 28, 2026 |
| Optas, LLC | History | New | 3,096 | 206 | 0.03% | — | 136 | +3,096 | New | Q1 2026 | Apr 24, 2026 |
| Crossmark Global Holdings, Inc. | History | New | 3,012 | 200 | 0.0% | — | 137 | +3,012 | New | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Added to | 2,742 | 182 | 0.0% | 0.0% | 138 | +1,049 | 61.96% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | New | 2,403 | 160 | 0.0% | — | 139 | +2,403 | New | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,914 | 122 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Reduced | 1,544 | 102 | 0.0% | 0.01% | 141 | -3,449 | -69.08% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,352 | 91 | 0.0% | 0.0% | 142 | +115 | 9.3% | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 1,359 | 90 | 0.0% | 0.0% | 143 | +97 | 7.69% | Q1 2026 | Apr 27, 2026 |
| WealthCollab, LLC | History | No change | 1,284 | 85 | 0.04% | 0.03% | 144 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,024 | 67 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 715 | 47 | 0.0% | 0.0% | 146 | +28 | 4.08% | Q1 2026 | Jul 08, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 675 | 44 | 0.01% | 0.0% | 147 | +172 | 34.19% | Q1 2026 | Apr 17, 2026 |
| North Star Investment Management Corp. | History | Added to | 648 | 43 | 0.0% | 0.0% | 148 | +521 | 410.24% | Q1 2026 | Apr 23, 2026 |
| HM PAYSON & CO | History | No change | 508 | 33 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ramirez Asset Management, Inc. | History | Reduced | 462 | 32 | 0.0% | 0.0% | 150 | -151 | -24.63% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 437 | 29 | 0.0% | 0.0% | 152 | +177 | 68.08% | Q1 2026 | May 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 436 | 29 | 0.0% | 0.0% | 151 | +86 | 24.57% | Q1 2026 | Apr 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 444 | 29 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| UMB Bank, n.a. | History | No change | 431 | 28 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 411 | 27 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| V-Square Quantitative Management LLC | History | New | 390 | 25 | 0.0% | — | 156 | +390 | New | Q1 2026 | Apr 27, 2026 |
| Larson Financial Group LLC | History | Added to | 351 | 23 | 0.0% | 0.0% | 157 | +160 | 83.77% | Q1 2026 | May 15, 2026 |
| First Command Advisory Services, Inc. | History | New | 319 | 21 | 0.0% | — | 158 | +319 | New | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | New | 298 | 19 | 0.0% | — | 159 | +298 | New | Q1 2026 | May 15, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Added to | 280 | 18 | 0.01% | 0.01% | 161 | +111 | 65.68% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 274 | 18 | 0.0% | 0.0% | 160 | +42 | 18.1% | Q1 2026 | May 07, 2026 |
| LRI Investments, LLC | History | New | 264 | 17 | 0.0% | — | 163 | +264 | New | Q1 2026 | Apr 30, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 263 | 17 | 0.0% | 0.0% | 162 | +239 | 995.83% | Q1 2026 | Apr 21, 2026 |
| Vanguard National Trust Co | History | New | 254 | 16 | 0.0% | — | 164 | +254 | New | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 200 | 13 | 0.0% | 0.0% | 165 | +106 | 112.77% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 159 | 10 | 0.0% | 0.0% | 166 | -16 | -9.14% | Q1 2026 | Apr 24, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 143 | 9 | 0.0% | — | 173 | +143 | New | Q1 2026 | May 08, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 148 | 9 | 0.01% | 0.01% | 172 | -10 | -6.33% | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | No change | 145 | 9 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 141 | 9 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Ancora Advisors LLC | History | No change | 150 | 9 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | No change | 140 | 9 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bare Financial Services, Inc | History | No change | 145 | 9 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | New | 127 | 8 | 0.0% | — | 175 | +127 | New | Q1 2026 | May 08, 2026 |
| Spire Wealth Management | History | New | 125 | 8 | 0.0% | — | 176 | +125 | New | Q1 2026 | Apr 22, 2026 |
| True Wealth Design, LLC | History | Added to | 125 | 8 | 0.0% | 0.0% | 174 | +36 | 40.45% | Q1 2026 | Apr 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 129 | 7 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | No change | 130 | 7 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Reduced | 99 | 6 | 0.0% | 0.0% | 180 | -22 | -18.18% | Q1 2026 | Apr 13, 2026 |
| Clean Yield Group | History | No change | 100 | 6 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 99 | 6 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Versant Capital Management, Inc | History | New | 78 | 5 | 0.0% | — | 183 | +78 | New | Q1 2026 | Apr 06, 2026 |
| Rossby Financial, LCC | History | Added to | 75 | 5 | 0.0% | — | 182 | +68 | 971.43% | Q1 2026 | May 11, 2026 |
| Operose Advisors LLC | History | New | 75 | 4 | 0.0% | — | 186 | +75 | New | Q1 2026 | May 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 74 | 4 | 0.0% | — | 184 | +57 | 335.29% | Q1 2026 | May 15, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 65 | 4 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| JPL Wealth Management, LLC | History | New | 52 | 3 | 0.0% | — | 188 | +52 | New | Q1 2026 | May 08, 2026 |
| Triumph Capital Management | History | No change | 50 | 3 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Dogwood Wealth Management LLC | History | New | 40 | 2 | 0.0% | — | 195 | +40 | New | Q1 2026 | May 12, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 36 | 2 | 0.0% | 0.0% | 190 | -4 | -10.0% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 45 | 2 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Crewe Advisors LLC | History | No change | 45 | 2 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SBI Securities Co., Ltd. | History | No change | 45 | 2 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Granite FO LLC | History | No change | 43 | 2 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ares Financial Consulting, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Root Financial Partners, LLC | History | Added to | 30 | 1 | 0.0% | — | 197 | +17 | 130.77% | Q1 2026 | Apr 24, 2026 |
| Trust Co | History | No change | 16 | 1 | 0.0% | — | 196 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,928 | -100.0% | Q1 2026 | May 15, 2026 |
| Tuttle Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.72% | — | -5,570 | -100.0% | Q1 2026 | May 04, 2026 |
| NINE MASTS CAPITAL Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -4,868 | -100.0% | Q1 2026 | May 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,707 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -735 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q1 2026 | May 15, 2026 |
| Abound Wealth Management | History | Reduced | 12 | 0 | — | 0.0% | — | -14 | -53.85% | Q1 2026 | Apr 10, 2026 |
| Silicon Valley Capital Partners | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | May 19, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 15, 2026 |
| Elequin Capital, LP | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |