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 | 3,116,474 | 178,885 | 0.0% | 0.0% | 1 | +671,492 | 27.46% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Added to | 1,843,654 | 105,825 | 0.01% | 0.01% | 2 | +414,202 | 28.98% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 519,254 | 29,805 | 0.02% | 0.02% | 3 | +128,578 | 32.91% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 491,804 | 28,229 | 0.05% | 0.07% | 4 | +49,887 | 11.29% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 372,388 | 21,375 | 0.03% | 0.02% | 5 | +173,468 | 87.2% | Q2 2026 | Aug 13, 2026 |
| DONALD SMITH & CO., INC. | History | Added to | 682,280 | 13,054 | 0.23% | 0.22% | 6 | +134,590 | 24.57% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 220,870 | 12,677 | 0.0% | 0.0% | 7 | +149,229 | 208.3% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | Added to | 181,303 | 10,406 | 0.13% | 0.13% | 8 | +57,913 | 46.93% | Q2 2026 | Jul 29, 2026 |
| MARSHALL WACE, LLP | History | Added to | 166,392 | 9,550 | 0.01% | 0.0% | 9 | +145,300 | 688.89% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 165,355 | 9,491 | 0.08% | 0.08% | 10 | +41,759 | 33.79% | Q2 2026 | Aug 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 133,436 | 7,651 | 0.01% | 0.01% | 11 | -3,335 | -2.44% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 129,758 | 7,448 | 0.01% | 0.0% | 12 | +114,614 | 756.83% | Q2 2026 | Aug 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 124,166 | 7,127 | 0.14% | 0.15% | 13 | +24,262 | 24.29% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 121,544 | 6,976 | 0.03% | 0.03% | 14 | +25,212 | 26.17% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 120,931 | 6,941 | 0.0% | 0.0% | 15 | +34,593 | 40.07% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | Reduced | 106,492 | 6,112 | 0.04% | 0.07% | 16 | -10,831 | -9.23% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 103,509 | 5,942 | 0.0% | 0.0% | 17 | +7,873 | 8.23% | Q2 2026 | Aug 11, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 92,846 | 5,329 | 0.05% | 0.06% | 18 | +940 | 1.02% | Q2 2026 | Aug 11, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 89,789 | 5,153 | 0.01% | 0.0% | 19 | +69,281 | 337.82% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 88,611 | 5,086 | 0.0% | 0.0% | 20 | +4,019 | 4.75% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Added to | 75,561 | 4,337 | 0.01% | 0.01% | 21 | +8,356 | 12.43% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 70,791 | 4,063 | 0.0% | 0.0% | 22 | +54,515 | 334.94% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | Added to | 69,996 | 4,017 | 0.0% | 0.0% | 23 | +13,617 | 24.15% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 64,913 | 3,726 | 0.0% | 0.0% | 24 | +12,144 | 23.01% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Added to | 60,729 | 3,485 | 0.0% | 0.0% | 25 | +60,584 | 41782.07% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 59,601 | 3,421 | 0.0% | 0.0% | 26 | +22,652 | 61.31% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 58,528 | 3,359 | 0.0% | 0.0% | 27 | +25,623 | 77.87% | Q2 2026 | Aug 11, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 51,903 | 2,979 | 0.01% | 0.01% | 28 | +15,925 | 44.26% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 49,721 | 2,853 | 0.04% | 0.05% | 29 | +5,176 | 11.62% | Q2 2026 | Jul 23, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 48,470 | 2,782 | 0.01% | 0.01% | 30 | +8,691 | 21.85% | Q2 2026 | Jul 17, 2026 |
| Ballentine Partners, LLC | History | Added to | 47,957 | 2,752 | 0.03% | 0.04% | 31 | +9,629 | 25.12% | Q2 2026 | Jul 17, 2026 |
| Nykredit A/S | History | New | 46,757 | 2,683 | 0.01% | — | 32 | +46,757 | New | Q2 2026 | Sep 08, 2026 |
| XTX Topco Ltd | History | Added to | 44,845 | 2,574 | 0.03% | 0.01% | 33 | +33,619 | 299.47% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 42,973 | 2,466 | 0.0% | 0.0% | 34 | -11,119 | -20.56% | Q2 2026 | Aug 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 42,830 | 2,458 | 0.04% | 0.05% | 35 | +829 | 1.97% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | Reduced | 39,792 | 2,284 | 0.0% | 0.01% | 36 | -19,538 | -32.93% | Q2 2026 | Jul 30, 2026 |
| Corient Private Wealth LP | History | Added to | 39,631 | 2,274 | 0.0% | 0.0% | 37 | +15,381 | 63.43% | Q2 2026 | Aug 27, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 38,737 | 2,223 | 0.13% | 0.1% | 38 | +15,390 | 65.92% | Q2 2026 | Jul 27, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 37,713 | 2,164 | 0.0% | 0.0% | 39 | -2,458 | -6.12% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 35,098 | 2,014 | 0.0% | 0.0% | 40 | +10,945 | 45.32% | Q2 2026 | Aug 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 31,748 | 1,822 | 0.05% | 0.09% | 41 | -11,362 | -26.36% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Reduced | 30,457 | 1,748 | 0.0% | 0.0% | 42 | -8,096 | -21.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 29,549 | 1,696 | 0.0% | 0.0% | 43 | +6,784 | 29.8% | Q2 2026 | Sep 23, 2026 |
| UBS Group AG | History | Added to | 29,111 | 1,670 | 0.0% | 0.0% | 44 | +23,142 | 387.7% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 28,238 | 1,620 | 0.02% | 0.02% | 45 | +4,794 | 20.45% | Q2 2026 | Aug 14, 2026 |
| DGS Capital Management, LLC | History | No change | 24,090 | 1,604 | 0.26% | 0.26% | 46 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Invesco Ltd. | History | Reduced | 26,317 | 1,510 | 0.0% | 0.0% | 47 | -3,538 | -11.85% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 24,618 | 1,413 | 0.0% | 0.0% | 48 | -12,748 | -34.12% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 23,757 | 1,363 | 0.0% | 0.0% | 49 | +18,498 | 351.74% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 23,194 | 1,331 | 0.0% | 0.01% | 50 | +1,986 | 9.36% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 21,714 | 1,246 | 0.0% | 0.0% | 51 | +696 | 3.31% | Q2 2026 | Aug 03, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 21,606 | 1,240 | 0.0% | 0.0% | 52 | +6,326 | 41.4% | Q2 2026 | Aug 11, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 21,372 | 1,226 | 0.13% | 0.21% | 53 | -13,595 | -38.88% | Q2 2026 | Jul 22, 2026 |
| Trexquant Investment LP | History | New | 20,895 | 1,199 | 0.01% | — | 54 | +20,895 | New | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 20,443 | 1,173 | 0.02% | 0.02% | 55 | +3,830 | 23.05% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | Added to | 20,255 | 1,162 | 0.0% | 0.0% | 56 | +531 | 2.69% | Q2 2026 | Aug 07, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 15,751 | 1,088 | 0.06% | 0.05% | 57 | +2,815 | 21.76% | Q2 2026 | Aug 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 18,870 | 1,083 | 0.0% | 0.0% | 58 | -419 | -2.17% | Q2 2026 | Aug 17, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 18,800 | 1,079 | 0.3% | 0.4% | 59 | +1,200 | 6.82% | Q2 2026 | Aug 12, 2026 |
| PDS Planning, Inc | History | Added to | 18,515 | 1,062 | 0.06% | 0.06% | 60 | +4,401 | 31.18% | Q2 2026 | Aug 05, 2026 |
| Caprock Group, LLC | History | Added to | 18,015 | 1,034 | 0.02% | 0.02% | 61 | +6,647 | 58.47% | Q2 2026 | Jul 27, 2026 |
| Vise Technologies, Inc. | History | Added to | 17,548 | 1,007 | 0.01% | 0.02% | 62 | +1,215 | 7.44% | Q2 2026 | Aug 10, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 16,509 | 947 | 0.01% | 0.01% | 63 | -2,393 | -12.66% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 16,382 | 940 | 0.0% | 0.0% | 64 | +5,659 | 52.77% | Q2 2026 | Aug 12, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 15,786 | 906 | 0.04% | 0.03% | 65 | +5,205 | 49.19% | Q2 2026 | Jul 20, 2026 |
| HighTower Advisors, LLC | History | Added to | 15,768 | 905 | 0.0% | 0.0% | 66 | +6,098 | 63.06% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 15,437 | 886 | 0.0% | 0.0% | 67 | +6,524 | 73.2% | Q2 2026 | Aug 19, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 15,281 | 877 | 0.01% | 0.0% | 68 | +12,269 | 407.34% | Q2 2026 | Jul 16, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 15,104 | 866 | 0.0% | 0.0% | 69 | +1,691 | 12.61% | Q2 2026 | Aug 13, 2026 |
| Brooklyn Investment Group | History | No change | 12,992 | 865 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Composition Wealth, LLC | History | Added to | 15,021 | 862 | 0.01% | 0.01% | 71 | +2,124 | 16.47% | Q2 2026 | Jul 22, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 14,517 | 833 | 0.01% | 0.01% | 72 | +1,355 | 10.29% | Q2 2026 | Sep 23, 2026 |
| PCM Encore, LLC | History | Added to | 14,114 | 810 | 0.14% | 0.16% | 73 | +2,324 | 19.71% | Q2 2026 | Aug 11, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 12,970 | 744 | 0.04% | 0.03% | 74 | +4,236 | 48.5% | Q2 2026 | Jul 16, 2026 |
| West Family Investments, Inc. | History | Added to | 12,565 | 721 | 0.21% | 0.21% | 75 | +3,379 | 36.78% | Q2 2026 | Aug 10, 2026 |
| Nuveen, LLC | History | New | 12,553 | 720 | 0.0% | — | 76 | +12,553 | New | Q2 2026 | Aug 11, 2026 |
| SYON CAPITAL LLC | History | Added to | 12,006 | 689 | 0.03% | 0.02% | 77 | +6,574 | 121.02% | Q2 2026 | Aug 14, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 11,997 | 688 | 0.03% | 0.04% | 78 | +89 | 0.75% | Q2 2026 | Jul 24, 2026 |
| Focus Partners Wealth | History | Added to | 11,764 | 675 | 0.0% | 0.0% | 79 | +4,044 | 52.38% | Q2 2026 | Aug 12, 2026 |
| XPONANCE LLC | History | Added to | 11,767 | 675 | 0.0% | 0.0% | 80 | +3,633 | 44.66% | Q2 2026 | Aug 10, 2026 |
| BSW Wealth Partners | History | Added to | 11,640 | 668 | 0.07% | 0.09% | 81 | +600 | 5.43% | Q2 2026 | Jul 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 10,362 | 594 | 0.0% | 0.0% | 82 | +2,592 | 33.36% | Q2 2026 | Jul 29, 2026 |
| GAMMA Investing LLC | History | Added to | 10,136 | 581 | 0.02% | 0.02% | 83 | +4,813 | 90.42% | Q2 2026 | Jul 07, 2026 |
| Voleon Capital Management LP | History | Reduced | 9,819 | 563 | 0.01% | 0.03% | 84 | -8,898 | -47.54% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 9,620 | 552 | 0.0% | 0.0% | 85 | +3,216 | 50.22% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | Added to | 9,569 | 549 | 0.02% | 0.01% | 86 | +3,307 | 52.81% | Q2 2026 | Aug 14, 2026 |
| Basecamp Wealth Advisors LLC | History | Added to | 9,151 | 525 | 0.1% | 0.11% | 87 | +949 | 11.57% | Q2 2026 | Aug 14, 2026 |
| JMN Financial LLC | History | Added to | 9,078 | 521 | 0.41% | 0.58% | 88 | +198 | 2.23% | Q2 2026 | Aug 10, 2026 |
| Compound Planning, Inc. | History | Reduced | 8,693 | 498 | 0.01% | 0.02% | 89 | -290 | -3.23% | Q2 2026 | Aug 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 8,215 | 471 | 0.0% | 0.0% | 90 | +23 | 0.28% | Q2 2026 | Aug 14, 2026 |
| First Affirmative Financial Network | History | No change | 6,916 | 460 | 0.18% | 0.18% | 91 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GREENLEAF TRUST | History | Added to | 7,885 | 452 | 0.0% | 0.0% | 92 | +699 | 9.73% | Q2 2026 | Jul 21, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 7,605 | 436 | 0.01% | 0.0% | 93 | +3,142 | 70.4% | Q2 2026 | Aug 03, 2026 |
| Foster Group, Inc. | History | Added to | 7,439 | 426 | 0.01% | 0.01% | 94 | +1,054 | 16.51% | Q2 2026 | Jul 07, 2026 |
| Greenspring Advisors, LLC | History | Added to | 7,379 | 423 | 0.02% | 0.03% | 96 | +1,023 | 16.1% | Q2 2026 | Aug 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 7,371 | 423 | 0.01% | 0.01% | 95 | +445 | 6.43% | Q2 2026 | Jul 23, 2026 |
| Canopy Partners, LLC | History | Added to | 7,289 | 418 | 0.13% | 0.14% | 97 | +1,077 | 17.34% | Q2 2026 | Jul 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,237 | 415 | 0.0% | 0.0% | 98 | +461 | 6.8% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 7,079 | 406 | 0.01% | 0.01% | 99 | +228 | 3.33% | Q2 2026 | Aug 12, 2026 |
| Ariadne Wealth Management, LP | History | No change | 6,885 | 395 | 0.17% | 0.21% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Centurion Wealth Management LLC | History | No change | 6,850 | 393 | 0.09% | 0.1% | 101 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 6,714 | 385 | 0.01% | 0.03% | 102 | -5,911 | -46.82% | Q2 2026 | Jul 24, 2026 |
| SEI INVESTMENTS CO | History | Added to | 6,628 | 380 | 0.0% | 0.0% | 103 | +1,516 | 29.66% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 6,447 | 370 | 0.0% | 0.0% | 104 | +923 | 16.71% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 6,401 | 367 | 0.0% | 0.0% | 105 | -122 | -1.87% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 6,148 | 352 | 0.0% | — | 106 | +6,148 | New | Q2 2026 | Aug 11, 2026 |
| HRT FINANCIAL LP | History | New | 6,125 | 351 | 0.0% | — | 107 | +6,125 | New | Q2 2026 | Aug 14, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 6,018 | 345 | 0.04% | 0.06% | 108 | +1,613 | 36.62% | Q2 2026 | Jul 23, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 5,949 | 341 | 0.02% | 0.01% | 110 | +2,837 | 91.16% | Q2 2026 | Jul 29, 2026 |
| Savant Capital, LLC | History | Added to | 5,488 | 341 | 0.0% | 0.0% | 109 | +1,655 | 43.18% | Q2 2026 | Aug 10, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 5,898 | 338 | 0.0% | 0.0% | 111 | +1,663 | 39.27% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 5,885 | 337 | 0.03% | 0.03% | 112 | +947 | 19.18% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,808 | 336 | 0.0% | 0.0% | 113 | -44,615 | -88.48% | Q2 2026 | Aug 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 5,683 | 326 | 0.0% | — | 114 | +5,683 | New | Q2 2026 | Aug 14, 2026 |
| MW ADVISORY, LLC | History | New | 5,650 | 324 | 0.13% | — | 115 | +5,650 | New | Q2 2026 | Aug 07, 2026 |
| Summit Global Investments | History | Reduced | 5,588 | 321 | 0.02% | 0.02% | 116 | -101 | -1.78% | Q2 2026 | Aug 03, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 5,460 | 313 | 0.0% | 0.01% | 117 | -6,656 | -54.94% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 5,470 | 313 | 0.0% | 0.0% | 118 | +2,309 | 73.05% | Q2 2026 | Aug 12, 2026 |
| Tidal Investments LLC | History | Reduced | 5,428 | 311 | 0.0% | 0.0% | 119 | -96 | -1.74% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 5,384 | 309 | 0.0% | 0.0% | 120 | -1,150 | -17.6% | Q2 2026 | Aug 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 5,320 | 305 | 0.0% | 0.0% | 122 | +20 | 0.38% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 5,323 | 305 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 5,132 | 294 | 0.01% | 0.01% | 123 | +354 | 7.41% | Q2 2026 | Aug 11, 2026 |
| 55 North Private Wealth, LLC | History | New | 5,090 | 292 | 0.06% | — | 124 | +5,090 | New | Q2 2026 | Jul 07, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 5,043 | 289 | 0.05% | 0.07% | 125 | +72 | 1.45% | Q2 2026 | Jul 21, 2026 |
| Calydon Capital | History | Added to | 4,656 | 267 | 0.04% | 0.04% | 126 | +604 | 14.91% | Q2 2026 | Aug 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | New | 4,401 | 252 | 0.03% | — | 127 | +4,401 | New | Q2 2026 | Jul 27, 2026 |
| GeoWealth Management, LLC | History | New | 4,247 | 243 | 0.01% | — | 128 | +4,247 | New | Q2 2026 | Jul 30, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 4,189 | 240 | 0.01% | — | 129 | +4,189 | New | Q2 2026 | Jul 28, 2026 |
| OneAscent Investment Solutions LLC | History | New | 4,158 | 238 | 0.23% | — | 130 | +4,158 | New | Q2 2026 | Aug 11, 2026 |
| Blue Trust, Inc. | History | Reduced | 4,141 | 237 | 0.0% | 0.01% | 131 | -9,314 | -69.22% | Q2 2026 | Jul 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,104 | 235 | 0.0% | 0.0% | 132 | +635 | 18.3% | Q2 2026 | Jul 17, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | Added to | 3,978 | 228 | 0.09% | 0.11% | 133 | +796 | 25.02% | Q2 2026 | Aug 04, 2026 |
| CWM, LLC | History | No change | 3,388 | 225 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 3,733 | 214 | 0.01% | — | 135 | +3,733 | New | Q2 2026 | Jul 07, 2026 |
| CHOREO, LLC | History | Added to | 3,717 | 213 | 0.0% | 0.0% | 136 | +590 | 18.87% | Q2 2026 | Aug 04, 2026 |
| Resonant Capital Advisors, LLC | History | New | 3,694 | 212 | 0.01% | — | 137 | +3,694 | New | Q2 2026 | Jul 24, 2026 |
| Arax Advisory Partners | History | Added to | 3,595 | 206 | 0.0% | 0.0% | 138 | +2,051 | 132.84% | Q2 2026 | Aug 10, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 3,528 | 202 | 0.05% | 0.07% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 2,994 | 172 | 0.0% | 0.0% | 140 | -345 | -10.33% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | Added to | 2,871 | 164 | 0.0% | 0.0% | 141 | +129 | 4.7% | Q2 2026 | Aug 11, 2026 |
| EASTERN BANK | History | New | 2,437 | 139 | 0.0% | — | 142 | +2,437 | New | Q2 2026 | Jul 01, 2026 |
| Global Retirement Partners, LLC | History | New | 2,259 | 129 | 0.0% | — | 143 | +2,259 | New | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,914 | 110 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | New | 1,658 | 95 | 0.0% | — | 145 | +1,658 | New | Q2 2026 | Aug 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 1,496 | 85 | 0.0% | 0.0% | 146 | +137 | 10.08% | Q2 2026 | Aug 04, 2026 |
| WealthCollab, LLC | History | Added to | 1,341 | 76 | 0.03% | 0.04% | 147 | +57 | 4.44% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,320 | 75 | 0.0% | 0.0% | 148 | -32 | -2.37% | Q2 2026 | Aug 14, 2026 |
| HM PAYSON & CO | History | Added to | 1,016 | 58 | 0.0% | 0.0% | 149 | +508 | 100.0% | Q2 2026 | Jul 17, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,024 | 58 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 926 | 53 | 0.0% | 0.0% | 151 | +490 | 112.39% | Q2 2026 | Aug 10, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 793 | 45 | 0.01% | 0.01% | 152 | +118 | 17.48% | Q2 2026 | Aug 06, 2026 |
| North Star Investment Management Corp. | History | Added to | 665 | 38 | 0.0% | 0.0% | 153 | +17 | 2.62% | Q2 2026 | Jul 28, 2026 |
| Larson Financial Group LLC | History | Added to | 587 | 33 | 0.0% | 0.0% | 154 | +236 | 67.24% | Q2 2026 | Aug 14, 2026 |
| Vanguard National Trust Co | History | Added to | 508 | 29 | 0.0% | 0.0% | 155 | +254 | 100.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 449 | 26 | 0.0% | 0.0% | 156 | +12 | 2.75% | Q2 2026 | Aug 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 444 | 25 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Ramirez Asset Management, Inc. | History | Reduced | 424 | 24 | 0.0% | 0.0% | 159 | -38 | -8.23% | Q2 2026 | Aug 13, 2026 |
| UMB Bank, n.a. | History | No change | 431 | 24 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| V-Square Quantitative Management LLC | History | Added to | 404 | 23 | 0.0% | 0.0% | 161 | +14 | 3.59% | Q2 2026 | Jul 27, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 411 | 23 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 358 | 20 | 0.01% | — | 162 | +358 | New | Q2 2026 | Jul 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 355 | 20 | 0.0% | — | 163 | +355 | New | Q2 2026 | Aug 13, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 317 | 18 | 0.01% | 0.01% | 164 | +169 | 114.19% | Q2 2026 | Aug 28, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Added to | 300 | 17 | 0.0% | 0.0% | 165 | +167 | 125.56% | Q2 2026 | Jul 27, 2026 |
| LRI Investments, LLC | History | Added to | 304 | 17 | 0.0% | 0.0% | 166 | +40 | 15.15% | Q2 2026 | Jul 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 289 | 16 | 0.0% | 0.0% | 167 | -426 | -59.58% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 274 | 15 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 254 | 14 | 0.0% | 0.0% | 169 | +114 | 81.43% | Q2 2026 | Sep 04, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 256 | 14 | 0.0% | 0.0% | 170 | +97 | 61.01% | Q2 2026 | Jul 20, 2026 |
| True Wealth Design, LLC | History | Added to | 232 | 13 | 0.0% | 0.0% | 171 | +107 | 85.6% | Q2 2026 | Jul 16, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 216 | 12 | 0.0% | 0.0% | 172 | -47 | -17.87% | Q2 2026 | Jul 23, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 203 | 11 | 0.01% | — | 173 | +203 | New | Q2 2026 | Aug 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 169 | 9 | 0.0% | 0.01% | 176 | -111 | -39.64% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 159 | 9 | 0.0% | 0.0% | 174 | +94 | 144.62% | Q2 2026 | Jul 28, 2026 |
| SHP Wealth Management | History | Added to | 167 | 9 | 0.0% | 0.0% | 175 | +40 | 31.5% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 152 | 8 | 0.0% | — | 177 | +145 | 2071.43% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 149 | 8 | 0.0% | 0.0% | 180 | +71 | 91.03% | Q2 2026 | Jul 02, 2026 |
| PRIVATE TRUST CO NA | History | No change | 141 | 8 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ancora Advisors LLC | History | No change | 150 | 8 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | No change | 145 | 8 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gleason Group, Inc. | History | New | 97 | 5 | 0.0% | — | 185 | +97 | New | Q2 2026 | Jul 13, 2026 |
| Clean Yield Group | History | No change | 100 | 5 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | No change | 99 | 5 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 99 | 5 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Downshift Financial, LLC | History | New | 87 | 4 | 0.0% | — | 188 | +87 | New | Q2 2026 | Aug 12, 2026 |
| Rossby Financial, LCC | History | Added to | 83 | 4 | 0.0% | 0.0% | 187 | +8 | 10.67% | Q2 2026 | Aug 04, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 74 | 4 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 55 | 3 | 0.0% | 0.0% | 190 | +19 | 52.78% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 54 | 3 | 0.0% | 0.0% | 189 | +9 | 20.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 37 | 2 | 0.0% | 0.0% | 191 | -2,366 | -98.46% | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 46 | 2 | 0.0% | — | 198 | +46 | New | Q2 2026 | Aug 13, 2026 |
| Noble Wealth Management PBC | History | New | 41 | 2 | 0.0% | — | 200 | +41 | New | Q2 2026 | Jul 01, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 38 | 2 | 0.0% | — | 199 | +38 | New | Q2 2026 | Aug 06, 2026 |
| Crewe Advisors LLC | History | No change | 45 | 2 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Triumph Capital Management | History | No change | 50 | 2 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SBI Securities Co., Ltd. | History | No change | 45 | 2 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Granite FO LLC | History | No change | 43 | 2 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Dogwood Wealth Management LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Ares Financial Consulting, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Elequin Capital, LP | History | Added to | 31 | 1 | 0.0% | — | 201 | +30 | 3000.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -105,375 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Ativo Capital Management LLC | History | Closed out | 0 | 0 | — | 1.59% | — | -27,530 | -100.0% | Q2 2026 | Aug 10, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -24,346 | -100.0% | Q2 2026 | Jul 16, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,387 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -8,136 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Strategic Global Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,412 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,900 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,926 | -100.0% | Q2 2026 | Aug 11, 2026 |
| BROWN ADVISORY INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,793 | -100.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,430 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Optas, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,096 | -100.0% | Q2 2026 | Jul 21, 2026 |
| First Command Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -319 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -298 | -100.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -143 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q2 2026 | Aug 13, 2026 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Trust Co | History | No change | 16 | 0 | — | 0.0% | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Silicon Valley Capital Partners | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Abound Wealth Management | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |