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 | No change | 3,116,474 | 178,885 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 1,843,654 | 105,825 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 577,813 | 43,648 | 0.02% | 0.02% | 3 | +58,559 | 11.28% | Q3 2026 | Nov 02, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 491,804 | 28,229 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 372,388 | 21,375 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ethic Inc. | History | Reduced | 173,471 | 13,104 | 0.15% | 0.13% | 6 | -7,832 | -4.32% | Q3 2026 | Nov 03, 2026 |
| DONALD SMITH & CO., INC. | History | No change | 682,280 | 13,054 | 0.23% | 0.23% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 220,870 | 12,677 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 132,200 | 9,979 | 0.01% | 0.01% | 9 | -1,236 | -0.93% | Q3 2026 | Nov 09, 2026 |
| MARSHALL WACE, LLP | History | No change | 166,392 | 9,550 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 165,355 | 9,491 | 0.08% | 0.08% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 108,926 | 8,230 | 0.0% | 0.0% | 12 | +5,417 | 5.23% | Q3 2026 | Nov 04, 2026 |
| Qube Research & Technologies Ltd | History | No change | 129,758 | 7,448 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 97,745 | 7,383 | 0.06% | 0.05% | 14 | +4,899 | 5.28% | Q3 2026 | Oct 30, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 124,166 | 7,127 | 0.14% | 0.14% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 121,544 | 6,976 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 120,931 | 6,941 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 106,492 | 6,112 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | Added to | 71,819 | 5,425 | 0.01% | 0.0% | 19 | +1,823 | 2.6% | Q3 2026 | Nov 05, 2026 |
| Point72 Asset Management, L.P. | History | No change | 89,789 | 5,153 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 88,611 | 5,086 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 75,561 | 4,337 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 70,791 | 4,063 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 51,503 | 3,890 | 0.05% | 0.04% | 24 | +1,782 | 3.58% | Q3 2026 | Oct 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 64,913 | 3,726 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 47,840 | 3,613 | 0.05% | 0.04% | 26 | +5,010 | 11.7% | Q3 2026 | Nov 05, 2026 |
| ASSETMARK, INC | History | Added to | 46,784 | 3,534 | 0.01% | 0.0% | 27 | +6,992 | 17.57% | Q3 2026 | Oct 21, 2026 |
| FMR LLC | History | No change | 59,601 | 3,421 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 58,528 | 3,359 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 44,028 | 3,167 | 0.09% | 0.05% | 30 | +12,280 | 38.68% | Q3 2026 | Oct 20, 2026 |
| IEQ CAPITAL, LLC | History | No change | 51,903 | 2,979 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 48,470 | 2,782 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ballentine Partners, LLC | History | No change | 47,957 | 2,752 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Tweedy, Browne Co LLC | History | New | 35,729 | 2,698 | 0.22% | — | 34 | +35,729 | New | Q3 2026 | Nov 04, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 35,729 | 2,698 | 0.01% | — | 35 | +35,729 | New | Q3 2026 | Oct 28, 2026 |
| XTX Topco Ltd | History | No change | 44,845 | 2,574 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 42,973 | 2,466 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 31,232 | 2,359 | 0.0% | 0.0% | 38 | -3,866 | -11.01% | Q3 2026 | Nov 06, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 30,807 | 2,327 | 0.13% | 0.13% | 39 | -7,930 | -20.47% | Q3 2026 | Oct 16, 2026 |
| Corient Private Wealth LP | History | No change | 39,631 | 2,274 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| NORTHERN TRUST CORP | History | No change | 37,713 | 2,164 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 23,729 | 1,792 | 0.01% | 0.01% | 42 | +6,181 | 35.22% | Q3 2026 | Oct 28, 2026 |
| Mariner, LLC | History | No change | 30,457 | 1,748 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nykredit A/S | History | Reduced | 23,039 | 1,740 | 0.01% | 0.01% | 44 | -23,718 | -50.73% | Q3 2026 | Nov 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 29,549 | 1,696 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| UBS Group AG | History | No change | 29,111 | 1,670 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 28,238 | 1,620 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 21,347 | 1,612 | 0.0% | 0.0% | 48 | +5,579 | 35.38% | Q3 2026 | Nov 09, 2026 |
| Parallel Advisors, LLC | History | Added to | 20,776 | 1,569 | 0.02% | 0.02% | 49 | +333 | 1.63% | Q3 2026 | Nov 03, 2026 |
| CITIGROUP INC | History | Reduced | 20,538 | 1,551 | 0.0% | 0.0% | 50 | -1,176 | -5.42% | Q3 2026 | Nov 04, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 20,195 | 1,525 | 0.17% | 0.13% | 51 | -1,177 | -5.51% | Q3 2026 | Nov 03, 2026 |
| Invesco Ltd. | History | No change | 26,317 | 1,510 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 19,834 | 1,498 | 0.0% | 0.0% | 53 | +3,452 | 21.07% | Q3 2026 | Nov 09, 2026 |
| LPL Financial LLC | History | Reduced | 18,970 | 1,432 | 0.0% | 0.0% | 54 | -1,285 | -6.34% | Q3 2026 | Nov 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 24,618 | 1,413 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 23,757 | 1,363 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 23,194 | 1,331 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NINE MASTS CAPITAL Ltd | History | New | 16,668 | 1,259 | 0.15% | — | 58 | +16,668 | New | Q3 2026 | Nov 09, 2026 |
| RHUMBLINE ADVISERS | History | No change | 21,606 | 1,240 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trexquant Investment LP | History | No change | 20,895 | 1,199 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PDS Planning, Inc | History | Reduced | 15,613 | 1,179 | 0.07% | 0.06% | 61 | -2,902 | -15.67% | Q3 2026 | Nov 03, 2026 |
| BARCLAYS PLC | History | Reduced | 14,896 | 1,125 | 0.0% | 0.0% | 62 | -45,833 | -75.47% | Q3 2026 | Nov 06, 2026 |
| Bridgewater Advisors Inc. | History | No change | 15,751 | 1,088 | 0.06% | 0.06% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 18,870 | 1,083 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | No change | 18,800 | 1,079 | 0.3% | 0.3% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 14,024 | 1,059 | 0.01% | 0.01% | 66 | -1,257 | -8.23% | Q3 2026 | Oct 21, 2026 |
| Caprock Group, LLC | History | No change | 18,015 | 1,034 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Greenspring Advisors, LLC | History | Added to | 13,208 | 997 | 0.04% | 0.02% | 68 | +5,829 | 78.99% | Q3 2026 | Nov 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 16,509 | 947 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 12,413 | 937 | 0.04% | 0.03% | 70 | +416 | 3.47% | Q3 2026 | Oct 28, 2026 |
| GAMMA Investing LLC | History | Added to | 12,110 | 914 | 0.03% | 0.02% | 71 | +1,974 | 19.48% | Q3 2026 | Oct 08, 2026 |
| Venturi Wealth Management, LLC | History | No change | 15,786 | 906 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 15,437 | 886 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 15,104 | 866 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | No change | 15,021 | 862 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 11,212 | 846 | 0.04% | 0.04% | 76 | -1,758 | -13.55% | Q3 2026 | Oct 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 14,517 | 833 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| PCM Encore, LLC | History | No change | 14,114 | 810 | 0.14% | 0.14% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Savant Capital, LLC | History | Added to | 10,659 | 805 | 0.0% | 0.0% | 79 | +5,171 | 94.22% | Q3 2026 | Nov 05, 2026 |
| HB Wealth Management, LLC | History | Added to | 10,620 | 802 | 0.0% | 0.0% | 80 | +258 | 2.49% | Q3 2026 | Oct 23, 2026 |
| West Family Investments, Inc. | History | Reduced | 10,384 | 784 | 0.18% | 0.21% | 81 | -2,181 | -17.36% | Q3 2026 | Nov 09, 2026 |
| Compound Planning, Inc. | History | Added to | 10,328 | 780 | 0.02% | 0.01% | 82 | +1,635 | 18.81% | Q3 2026 | Nov 09, 2026 |
| XPONANCE LLC | History | Reduced | 10,014 | 756 | 0.0% | 0.0% | 83 | -1,753 | -14.9% | Q3 2026 | Nov 03, 2026 |
| Nuveen, LLC | History | No change | 12,553 | 720 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MW ADVISORY, LLC | History | Added to | 9,530 | 719 | 0.29% | 0.13% | 85 | +3,880 | 68.67% | Q3 2026 | Oct 19, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 9,501 | 717 | 0.03% | 0.02% | 86 | +3,552 | 59.71% | Q3 2026 | Oct 20, 2026 |
| SYON CAPITAL LLC | History | No change | 12,006 | 689 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 11,764 | 675 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BSW Wealth Partners | History | No change | 11,640 | 668 | 0.07% | 0.07% | 89 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 8,416 | 635 | 0.01% | 0.01% | 90 | +811 | 10.66% | Q3 2026 | Oct 27, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 8,202 | 619 | 0.01% | 0.0% | 91 | +2,742 | 50.22% | Q3 2026 | Nov 09, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 8,123 | 613 | 0.01% | 0.01% | 92 | +752 | 10.2% | Q3 2026 | Oct 23, 2026 |
| First Affirmative Financial Network | History | New | 8,020 | 605 | 0.13% | — | 93 | +8,020 | New | Q3 2026 | Oct 21, 2026 |
| Foster Group, Inc. | History | Added to | 7,774 | 587 | 0.02% | 0.01% | 94 | +335 | 4.5% | Q3 2026 | Oct 13, 2026 |
| GREENLEAF TRUST | History | Reduced | 7,653 | 578 | 0.01% | 0.0% | 95 | -232 | -2.94% | Q3 2026 | Oct 29, 2026 |
| Voleon Capital Management LP | History | No change | 9,819 | 563 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 9,620 | 552 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 9,569 | 549 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 9,151 | 525 | 0.1% | 0.1% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JMN Financial LLC | History | No change | 9,078 | 521 | 0.41% | 0.41% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ariadne Wealth Management, LP | History | No change | 6,885 | 520 | 0.23% | 0.17% | 101 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Centurion Wealth Management LLC | History | No change | 6,850 | 517 | 0.12% | 0.09% | 102 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 6,802 | 513 | 0.0% | 0.0% | 103 | +1,418 | 26.34% | Q3 2026 | Nov 06, 2026 |
| Canopy Partners, LLC | History | Reduced | 6,787 | 512 | 0.15% | 0.13% | 104 | -502 | -6.89% | Q3 2026 | Oct 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 6,725 | 508 | 0.02% | 0.01% | 105 | +11 | 0.16% | Q3 2026 | Nov 04, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 6,511 | 491 | 0.01% | 0.01% | 106 | -568 | -8.02% | Q3 2026 | Nov 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 8,215 | 471 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Global Investments | History | No change | 5,588 | 422 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,237 | 415 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 5,185 | 391 | 0.07% | 0.05% | 110 | +142 | 2.82% | Q3 2026 | Nov 06, 2026 |
| SEI INVESTMENTS CO | History | No change | 6,628 | 380 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 4,909 | 370 | 0.04% | 0.03% | 113 | -976 | -16.58% | Q3 2026 | Oct 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 6,447 | 370 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 6,401 | 367 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 6,148 | 352 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 4,653 | 351 | 0.01% | 0.01% | 116 | -479 | -9.33% | Q3 2026 | Oct 28, 2026 |
| HRT FINANCIAL LP | History | No change | 6,125 | 351 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sivia Capital Partners, LLC | History | No change | 6,018 | 345 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Blue Trust, Inc. | History | Added to | 4,534 | 342 | 0.0% | 0.0% | 119 | +393 | 9.49% | Q3 2026 | Oct 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 5,898 | 338 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tuttle Capital Management, LLC | History | New | 4,483 | 337 | 0.15% | — | 121 | +4,483 | New | Q3 2026 | Oct 21, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,808 | 336 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Command Advisory Services, Inc. | History | New | 4,377 | 330 | 0.0% | — | 123 | +4,377 | New | Q3 2026 | Nov 05, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 5,683 | 326 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 4,229 | 319 | 0.04% | 0.03% | 125 | -172 | -3.91% | Q3 2026 | Oct 30, 2026 |
| Apollon Wealth Management, LLC | History | New | 4,172 | 315 | 0.0% | — | 126 | +4,172 | New | Q3 2026 | Oct 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,143 | 312 | 0.0% | 0.0% | 127 | +39 | 0.95% | Q3 2026 | Oct 08, 2026 |
| Tidal Investments LLC | History | No change | 5,428 | 311 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | Added to | 4,038 | 305 | 0.13% | 0.09% | 130 | +60 | 1.51% | Q3 2026 | Nov 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 5,323 | 305 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 5,320 | 305 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascent Group, LLC | History | New | 4,019 | 303 | 0.01% | — | 134 | +4,019 | New | Q3 2026 | Oct 30, 2026 |
| 55 North Private Wealth, LLC | History | Reduced | 4,022 | 303 | 0.06% | 0.06% | 133 | -1,068 | -20.98% | Q3 2026 | Oct 20, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 4,018 | 303 | 0.01% | 0.01% | 132 | +285 | 7.63% | Q3 2026 | Oct 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 3,813 | 288 | 0.0% | 0.0% | 135 | +819 | 27.35% | Q3 2026 | Nov 09, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 3,741 | 282 | 0.01% | 0.01% | 136 | +47 | 1.27% | Q3 2026 | Oct 15, 2026 |
| Quadrant Private Wealth Management, LLC | History | New | 3,605 | 272 | 0.04% | — | 139 | +3,605 | New | Q3 2026 | Nov 04, 2026 |
| BESSEMER GROUP INC | History | Added to | 3,601 | 272 | 0.0% | 0.0% | 137 | +3,152 | 702.0% | Q3 2026 | Nov 09, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 3,606 | 272 | 0.01% | 0.01% | 138 | -583 | -13.92% | Q3 2026 | Oct 26, 2026 |
| CHOREO, LLC | History | Reduced | 3,550 | 268 | 0.0% | 0.0% | 140 | -167 | -4.49% | Q3 2026 | Oct 28, 2026 |
| Calydon Capital | History | No change | 4,656 | 267 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 3,528 | 266 | 0.07% | 0.05% | 142 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| D'Orazio & Associates, Inc. | History | New | 3,502 | 264 | 0.03% | — | 143 | +3,502 | New | Q3 2026 | Nov 04, 2026 |
| Optas, LLC | History | New | 3,475 | 262 | 0.04% | — | 144 | +3,475 | New | Q3 2026 | Nov 06, 2026 |
| Hardy Reed LLC | History | New | 3,359 | 253 | 0.02% | — | 145 | +3,359 | New | Q3 2026 | Nov 06, 2026 |
| GeoWealth Management, LLC | History | No change | 4,247 | 243 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OneAscent Investment Solutions LLC | History | No change | 4,158 | 238 | 0.23% | 0.23% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rose Capital Advisors LLC | History | New | 3,059 | 231 | 0.06% | — | 148 | +3,059 | New | Q3 2026 | Nov 04, 2026 |
| Diversified Trust Co | History | New | 2,932 | 221 | 0.0% | — | 149 | +2,932 | New | Q3 2026 | Nov 06, 2026 |
| Piedmont Capital Management, LLC/NC | History | New | 2,891 | 218 | 0.13% | — | 150 | +2,891 | New | Q3 2026 | Oct 21, 2026 |
| AlTi Global, Inc. | History | New | 2,873 | 217 | 0.0% | — | 151 | +2,873 | New | Q3 2026 | Nov 06, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 2,875 | 215 | 0.0% | — | 152 | +2,875 | New | Q3 2026 | Nov 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 2,763 | 208 | 0.0% | — | 153 | +2,763 | New | Q3 2026 | Oct 20, 2026 |
| HUB Investment Partners, LLC | History | New | 2,754 | 208 | 0.0% | — | 154 | +2,754 | New | Q3 2026 | Nov 03, 2026 |
| Arax Advisory Partners | History | No change | 3,595 | 206 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Verdence Capital Advisors LLC | History | New | 2,723 | 205 | 0.01% | — | 156 | +2,723 | New | Q3 2026 | Oct 26, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 2,699 | 203 | 0.0% | — | 157 | +2,699 | New | Q3 2026 | Oct 27, 2026 |
| Allworth Financial LP | History | Added to | 3,420 | 196 | 0.0% | 0.0% | 158 | +549 | 19.12% | Q3 2026 | Nov 06, 2026 |
| EASTERN BANK | History | No change | 2,437 | 184 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,259 | 129 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,658 | 125 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 1,564 | 118 | 0.0% | 0.0% | 162 | +68 | 4.55% | Q3 2026 | Oct 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,914 | 110 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 3,532 | 87 | 0.01% | — | 164 | +3,532 | New | Q3 2026 | Nov 09, 2026 |
| Larson Financial Group LLC | History | Added to | 1,129 | 85 | 0.0% | 0.0% | 165 | +542 | 92.33% | Q3 2026 | Nov 05, 2026 |
| MATHER GROUP, LLC. | History | New | 1,088 | 82 | 0.0% | — | 166 | +1,088 | New | Q3 2026 | Oct 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,024 | 77 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| WealthCollab, LLC | History | No change | 1,341 | 76 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,320 | 75 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 960 | 72 | 0.0% | 0.0% | 170 | +34 | 3.67% | Q3 2026 | Oct 20, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 817 | 61 | 0.01% | 0.01% | 171 | +24 | 3.03% | Q3 2026 | Oct 28, 2026 |
| HM PAYSON & CO | History | No change | 1,016 | 58 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| North Star Investment Management Corp. | History | Added to | 680 | 51 | 0.0% | 0.0% | 173 | +15 | 2.26% | Q3 2026 | Oct 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 455 | 34 | 0.0% | 0.0% | 174 | +11 | 2.48% | Q3 2026 | Nov 03, 2026 |
| UMB Bank, n.a. | History | No change | 431 | 32 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| V-Square Quantitative Management LLC | History | No change | 404 | 30 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 396 | 29 | 0.0% | 0.0% | 177 | +180 | 83.33% | Q3 2026 | Oct 23, 2026 |
| Vanguard National Trust Co | History | No change | 508 | 29 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 374 | 28 | 0.0% | 0.0% | 179 | +118 | 46.09% | Q3 2026 | Oct 20, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 358 | 27 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 424 | 24 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 411 | 23 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| True Wealth Design, LLC | History | Added to | 301 | 22 | 0.01% | 0.0% | 183 | +69 | 29.74% | Q3 2026 | Oct 13, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 270 | 20 | 0.01% | 0.01% | 184 | +67 | 33.0% | Q3 2026 | Nov 05, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 355 | 20 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Financial Management LLC | History | No change | 317 | 18 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 300 | 17 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LRI Investments, LLC | History | No change | 304 | 17 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ascentis Wealth Management, LLC | History | New | 220 | 16 | 0.0% | — | 190 | +220 | New | Q3 2026 | Nov 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 289 | 16 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 207 | 15 | 0.0% | 0.0% | 192 | -47 | -18.5% | Q3 2026 | Oct 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 274 | 15 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 159 | 12 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Versant Capital Management, Inc | History | Reduced | 139 | 10 | 0.0% | 0.0% | 194 | -10 | -6.71% | Q3 2026 | Oct 01, 2026 |
| Bare Financial Services, Inc | History | No change | 145 | 10 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| SHP Wealth Management | History | No change | 167 | 9 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 169 | 9 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 117 | 8 | 0.0% | 0.0% | 198 | -24 | -17.02% | Q3 2026 | Oct 20, 2026 |
| Ancora Advisors LLC | History | No change | 150 | 8 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 105 | 7 | 0.0% | 0.0% | 200 | -47 | -30.92% | Q3 2026 | Nov 09, 2026 |
| Clean Yield Group | History | No change | 100 | 7 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| IFP Advisors, Inc | History | No change | 99 | 7 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 99 | 7 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Downshift Financial, LLC | History | No change | 87 | 6 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Breakwater Investment Management | History | New | 74 | 5 | 0.0% | — | 206 | +74 | New | Q3 2026 | Oct 20, 2026 |
| Rossby Financial, LCC | History | Reduced | 78 | 5 | 0.0% | 0.0% | 205 | -5 | -6.02% | Q3 2026 | Nov 05, 2026 |
| Elyxium Wealth, LLC | History | New | 58 | 4 | 0.0% | — | 210 | +58 | New | Q3 2026 | Oct 27, 2026 |
| Geneos Wealth Management Inc. | History | New | 53 | 4 | 0.0% | — | 209 | +53 | New | Q3 2026 | Nov 09, 2026 |
| Gleason Group, Inc. | History | Reduced | 62 | 4 | 0.0% | 0.0% | 208 | -35 | -36.08% | Q3 2026 | Oct 15, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 74 | 4 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | New | 50 | 3 | 0.0% | — | 217 | +50 | New | Q3 2026 | Oct 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 54 | 3 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMA Advisory Services, Inc. | History | No change | 55 | 3 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Triumph Capital Management | History | No change | 50 | 3 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 45 | 3 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Granite FO LLC | History | No change | 43 | 3 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Ares Financial Consulting, LLC | History | No change | 40 | 3 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 46 | 2 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crewe Advisors LLC | History | No change | 45 | 2 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Noble Wealth Management PBC | History | Reduced | 20 | 1 | 0.0% | 0.0% | 222 | -21 | -51.22% | Q3 2026 | Oct 01, 2026 |
| Trust Co | History | No change | 16 | 1 | 0.0% | — | 220 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Elequin Capital, LP | History | No change | 31 | 1 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,470 | -100.0% | Q3 2026 | Nov 06, 2026 |
| Dogwood Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2026 | Nov 06, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q3 2026 | Oct 30, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q3 2026 | Nov 06, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q3 2026 | Oct 27, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 15, 2026 |
| Abound Wealth Management | History | Reduced | 11 | 0 | — | — | — | -1 | -8.33% | Q3 2026 | Oct 26, 2026 |
| Silicon Valley Capital Partners | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |