WOORI FINANCIAL GROUP INC. - WF
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 34 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 | 2,242,933 | 131,862 | 0.0% | 0.0% | 1 | +103,733 | 4.85% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 1,399,904 | 82,300 | 0.0% | 0.0% | 2 | +61,178 | 4.57% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 501,862 | 29,504 | 0.08% | 0.09% | 3 | +16,344 | 3.37% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Added to | 334,235 | 19,649 | 0.01% | 0.01% | 4 | +35,301 | 11.81% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 241,910 | 14,221 | 0.01% | 0.01% | 5 | -23,185 | -8.75% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 134,865 | 7,928 | 0.02% | 0.02% | 6 | +29,633 | 28.16% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 129,815 | 7,626 | 0.01% | 0.01% | 7 | -2,513 | -1.9% | Q4 2025 | Feb 10, 2026 |
| Ethic Inc. | History | Added to | 124,767 | 7,335 | 0.11% | 0.11% | 8 | +10,457 | 9.15% | Q4 2025 | Feb 03, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 118,596 | 6,972 | 0.07% | 0.06% | 9 | +10,115 | 9.32% | Q4 2025 | Feb 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 103,802 | 6,102 | 0.06% | 0.06% | 10 | -12,589 | -10.82% | Q4 2025 | Feb 18, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 93,903 | 5,520 | 0.11% | — | 11 | +93,903 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 93,756 | 5,511 | 0.0% | 0.0% | 12 | -22,990 | -19.69% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 92,291 | 5,425 | 0.0% | 0.0% | 13 | +467 | 0.51% | Q4 2025 | Feb 12, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 89,881 | 5,283 | 0.05% | 0.02% | 14 | +44,974 | 100.15% | Q4 2025 | Jan 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 86,522 | 5,086 | 0.03% | 0.03% | 15 | -5,107 | -5.57% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Added to | 69,820 | 4,104 | 0.01% | 0.01% | 16 | +5,918 | 9.26% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Added to | 67,850 | 3,988 | 0.01% | 0.0% | 17 | +31,952 | 89.01% | Q4 2025 | Jan 23, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 67,254 | 3,953 | 0.0% | — | 18 | +67,254 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 61,043 | 3,588 | 0.0% | 0.0% | 19 | +10,317 | 20.34% | Q4 2025 | Feb 10, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 57,768 | 3,396 | 0.0% | 0.0% | 20 | -8,653 | -13.03% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 53,469 | 3,143 | 0.0% | 0.0% | 21 | +3,563 | 7.14% | Q4 2025 | Jan 30, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 52,763 | 3,101 | 0.0% | 0.0% | 22 | +5,232 | 11.01% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 48,153 | 2,830 | 0.0% | 0.0% | 23 | +8,427 | 21.21% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 44,225 | 2,599 | 0.04% | 0.04% | 24 | +728 | 1.67% | Q4 2025 | Jan 20, 2026 |
| NORTHERN TRUST CORP | History | Added to | 43,619 | 2,564 | 0.0% | 0.0% | 25 | +13,182 | 43.31% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 41,050 | 2,413 | 0.0% | 0.0% | 26 | +8,052 | 24.4% | Q4 2025 | Mar 25, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 39,552 | 2,325 | 0.04% | 0.04% | 27 | +554 | 1.42% | Q4 2025 | Jan 23, 2026 |
| Ballentine Partners, LLC | History | Reduced | 38,120 | 2,241 | 0.03% | 0.03% | 28 | -282 | -0.73% | Q4 2025 | Feb 03, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 37,366 | 2,196 | 0.0% | 0.0% | 29 | -556 | -1.47% | Q4 2025 | Feb 17, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 36,945 | 2,172 | 0.21% | 0.05% | 30 | +30,303 | 456.23% | Q4 2025 | Feb 05, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 36,037 | 2,118 | 0.01% | 0.01% | 31 | +2,791 | 8.39% | Q4 2025 | Feb 03, 2026 |
| Mariner, LLC | History | Added to | 33,949 | 1,996 | 0.0% | 0.0% | 32 | +3,022 | 9.77% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 33,654 | 1,978 | 0.01% | 0.01% | 33 | +2,857 | 9.28% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 31,885 | 1,874 | 0.0% | 0.0% | 34 | -3,973 | -11.08% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 31,121 | 1,829 | 0.06% | 0.05% | 35 | +2,802 | 9.89% | Q4 2025 | Feb 13, 2026 |
| Voleon Capital Management LP | History | New | 30,997 | 1,822 | 0.04% | — | 36 | +30,997 | New | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 30,227 | 1,777 | 0.0% | 0.0% | 37 | -16,522 | -35.34% | Q4 2025 | Feb 19, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 29,520 | 1,735 | 0.01% | 0.01% | 38 | -1,276 | -4.14% | Q4 2025 | Feb 17, 2026 |
| Ativo Capital Management LLC | History | Reduced | 27,547 | 1,619 | 1.42% | 1.4% | 39 | -1,920 | -6.52% | Q4 2025 | Feb 02, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 27,308 | 1,605 | 0.02% | — | 40 | +27,308 | New | Q4 2025 | Feb 06, 2026 |
| DGS Capital Management, LLC | History | Added to | 27,301 | 1,605 | 0.27% | 0.27% | 41 | +1,019 | 3.88% | Q4 2025 | Feb 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 24,674 | 1,450 | 0.0% | 0.0% | 42 | +2,857 | 13.1% | Q4 2025 | Feb 06, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 24,346 | 1,414 | 0.02% | 0.01% | 43 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| JANE STREET GROUP, LLC | History | New | 23,921 | 1,406 | 0.0% | — | 44 | +23,921 | New | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 22,962 | 1,349 | 0.01% | — | 45 | +22,962 | New | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 21,300 | 1,248 | 0.0% | 0.0% | 46 | +412 | 1.97% | Q4 2025 | Mar 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 18,776 | 1,103 | 0.0% | 0.0% | 47 | -9,116 | -32.68% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 18,741 | 1,101 | 0.0% | 0.0% | 48 | +1,275 | 7.3% | Q4 2025 | Feb 11, 2026 |
| West Family Investments, Inc. | History | Reduced | 17,770 | 1,044 | 0.25% | 33.82% | 49 | -22 | -0.12% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 17,488 | 1,028 | 0.0% | 0.0% | 50 | +3,623 | 26.13% | Q4 2025 | Feb 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 16,951 | 996 | 0.01% | 0.01% | 51 | +3,488 | 25.91% | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | Added to | 16,333 | 960 | 0.02% | 0.03% | 52 | +835 | 5.39% | Q4 2025 | Feb 11, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 15,973 | 939 | 0.06% | 0.04% | 53 | +5,047 | 46.19% | Q4 2025 | Jan 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 15,019 | 882 | 0.01% | 0.01% | 54 | -1,102 | -6.84% | Q4 2025 | Jan 16, 2026 |
| Caprock Group, LLC | History | Added to | 14,433 | 848 | 0.02% | 0.02% | 55 | +2,726 | 23.29% | Q4 2025 | Jan 28, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 14,388 | 845 | 0.0% | 0.0% | 56 | +8,094 | 128.6% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Reduced | 14,172 | 833 | 0.02% | 0.01% | 57 | -16 | -0.11% | Q4 2025 | Feb 11, 2026 |
| PDS Planning, Inc | History | Added to | 13,493 | 793 | 0.05% | 0.05% | 58 | +469 | 3.6% | Q4 2025 | Jan 26, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 12,962 | 784 | 0.05% | 0.05% | 59 | +417 | 3.32% | Q4 2025 | Jan 23, 2026 |
| CITIGROUP INC | History | Reduced | 13,239 | 778 | 0.0% | 0.0% | 60 | -31 | -0.23% | Q4 2025 | Feb 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 12,299 | 723 | 0.01% | 0.01% | 61 | -7,456 | -37.74% | Q4 2025 | Feb 09, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 11,668 | 685 | 0.04% | 0.07% | 62 | -10 | -0.09% | Q4 2025 | Jan 29, 2026 |
| Composition Wealth, LLC | History | Added to | 11,398 | 670 | 0.01% | 0.01% | 63 | +131 | 1.16% | Q4 2025 | Feb 02, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 11,261 | 662 | 0.01% | 0.01% | 64 | +1,227 | 12.23% | Q4 2025 | Feb 02, 2026 |
| BSW Wealth Partners | History | Added to | 11,234 | 660 | 0.08% | 0.07% | 65 | +1,272 | 12.77% | Q4 2025 | Jan 23, 2026 |
| PCM Encore, LLC | History | New | 10,925 | 642 | 0.14% | — | 66 | +10,925 | New | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 10,854 | 638 | 0.0% | 0.0% | 67 | -1,694 | -13.5% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 9,980 | 586 | 0.0% | — | 68 | +9,980 | New | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Added to | 9,928 | 583 | 0.0% | 0.0% | 69 | +2,728 | 37.89% | Q4 2025 | Feb 13, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 7,004 | 553 | 0.23% | 0.17% | 70 | -61 | -0.86% | Q4 2025 | Feb 13, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 8,893 | 522 | 0.11% | 0.14% | 71 | -104 | -1.16% | Q4 2025 | Feb 10, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 8,846 | 520 | 0.0% | 0.0% | 72 | -528 | -5.63% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 8,519 | 500 | 0.0% | 0.0% | 73 | -219 | -2.51% | Q4 2025 | Feb 18, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 8,264 | 485 | 0.0% | — | 74 | +8,264 | New | Q4 2025 | Feb 12, 2026 |
| Compound Planning, Inc. | History | Added to | 8,174 | 480 | 0.01% | 0.01% | 75 | +392 | 5.04% | Q4 2025 | Feb 19, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 7,901 | 464 | 0.02% | 0.01% | 76 | +3,350 | 73.61% | Q4 2025 | Jan 22, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 7,523 | 442 | 0.0% | 0.0% | 77 | +71 | 0.95% | Q4 2025 | Feb 17, 2026 |
| Centurion Wealth Management LLC | History | No change | 7,350 | 432 | 0.09% | 0.09% | 78 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| GREENLEAF TRUST | History | No change | 7,102 | 417 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 6,886 | 404 | 0.01% | 0.02% | 80 | -276 | -3.85% | Q4 2025 | Feb 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 6,790 | 399 | 0.01% | 0.01% | 81 | +489 | 7.76% | Q4 2025 | Jan 27, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Reduced | 6,651 | 391 | 0.03% | 0.35% | 82 | -87,561 | -92.94% | Q4 2025 | Jan 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 6,517 | 383 | 0.0% | 0.0% | 83 | -149 | -2.24% | Q4 2025 | Feb 06, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 6,513 | 382 | 0.0% | 0.0% | 84 | +3 | 0.05% | Q4 2025 | Feb 11, 2026 |
| Strategic Global Advisors, LLC | History | Reduced | 6,412 | 376 | 0.06% | 0.05% | 85 | -70 | -1.08% | Q4 2025 | Feb 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 6,220 | 365 | 0.0% | 0.0% | 86 | +872 | 16.31% | Q4 2025 | Jan 28, 2026 |
| Greenspring Advisors, LLC | History | New | 6,202 | 364 | 0.02% | — | 88 | +6,202 | New | Q4 2025 | Feb 10, 2026 |
| Foster Group, Inc. | History | No change | 6,199 | 364 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Canopy Partners, LLC | History | No change | 6,149 | 361 | 0.12% | 0.12% | 89 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| XPONANCE LLC | History | Added to | 5,796 | 340 | 0.0% | 0.0% | 90 | +819 | 16.46% | Q4 2025 | Feb 12, 2026 |
| Brooklyn Investment Group | History | New | 5,629 | 331 | 0.02% | — | 91 | +5,629 | New | Q4 2025 | Feb 12, 2026 |
| Tuttle Capital Management, LLC | History | New | 5,570 | 327 | 0.72% | — | 92 | +5,570 | New | Q4 2025 | Jan 08, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 5,443 | 319 | 0.02% | 0.02% | 93 | +333 | 6.52% | Q4 2025 | Jan 21, 2026 |
| MARSHALL WACE, LLP | History | New | 5,356 | 314 | 0.0% | — | 94 | +5,356 | New | Q4 2025 | Feb 13, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 5,302 | 311 | 0.01% | 0.01% | 95 | -418 | -7.31% | Q4 2025 | Feb 06, 2026 |
| SYON CAPITAL LLC | History | New | 5,172 | 304 | 0.02% | — | 96 | +5,172 | New | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 5,030 | 295 | 0.03% | 0.03% | 97 | -24 | -0.47% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Added to | 4,993 | 293 | 0.01% | 0.0% | 98 | +1,305 | 35.39% | Q4 2025 | Feb 13, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 4,917 | 289 | 0.06% | 0.06% | 99 | +29 | 0.59% | Q4 2025 | Feb 04, 2026 |
| NINE MASTS CAPITAL Ltd | History | No change | 4,868 | 286 | 0.05% | 0.11% | 100 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Summit Global Investments | History | New | 4,596 | 270 | 0.02% | — | 101 | +4,596 | New | Q4 2025 | Feb 18, 2026 |
| GLENMEDE TRUST CO NA | History | New | 4,517 | 265 | 0.0% | — | 102 | +4,517 | New | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 4,485 | 263 | 0.0% | 0.0% | 103 | +414 | 10.17% | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | Added to | 4,387 | 257 | 0.01% | 0.01% | 104 | +434 | 10.98% | Q4 2025 | Jan 05, 2026 |
| Aquatic Capital Management LLC | History | Added to | 4,367 | 256 | 0.01% | 0.0% | 105 | +191 | 4.57% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 3,998 | 235 | 0.0% | — | 106 | +3,998 | New | Q4 2025 | Feb 17, 2026 |
| Calydon Capital | History | Added to | 3,953 | 232 | 0.04% | 0.03% | 107 | +304 | 8.33% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 3,821 | 224 | 0.0% | 0.0% | 108 | +63 | 1.68% | Q4 2025 | Feb 06, 2026 |
| Crestwood Advisors Group, LLC | History | New | 3,564 | 209 | 0.0% | — | 109 | +3,564 | New | Q4 2025 | Feb 03, 2026 |
| Argos Wealth Advisors, LLC | History | New | 3,528 | 207 | 0.06% | — | 110 | +3,528 | New | Q4 2025 | Feb 04, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | New | 3,470 | 204 | 0.0% | — | 111 | +3,470 | New | Q4 2025 | Feb 09, 2026 |
| CWM, LLC | History | Added to | 3,474 | 204 | 0.0% | 0.0% | 112 | +244 | 7.55% | Q4 2025 | Jan 26, 2026 |
| UBS Group AG | History | Reduced | 3,421 | 201 | 0.0% | 0.0% | 113 | -16,779 | -83.06% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,209 | 188 | 0.0% | 0.0% | 114 | +2,175 | 210.35% | Q4 2025 | Jan 23, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 2,953 | 174 | 0.0% | 0.0% | 115 | -121 | -3.94% | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,914 | 112 | 0.0% | 0.01% | 116 | +166 | 9.5% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 1,693 | 99 | 0.0% | — | 117 | +1,693 | New | Q4 2025 | Feb 05, 2026 |
| WealthCollab, LLC | History | No change | 1,284 | 75 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 1,262 | 74 | 0.0% | 0.0% | 119 | +161 | 14.62% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,237 | 73 | 0.0% | — | 120 | +1,237 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,253 | 73 | 0.0% | 0.0% | 121 | -978 | -43.84% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,225 | 72 | 0.0% | — | 122 | +1,225 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,084 | 63 | 0.0% | 0.0% | 123 | +296 | 37.56% | Q4 2025 | Mar 16, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,024 | 60 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | New | 735 | 43 | 0.0% | — | 125 | +735 | New | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 687 | 40 | 0.0% | 0.0% | 126 | -4,745 | -87.35% | Q4 2025 | Feb 13, 2026 |
| Ramirez Asset Management, Inc. | History | Reduced | 613 | 36 | 0.0% | 0.01% | 127 | -87 | -12.43% | Q4 2025 | Feb 11, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 503 | 29 | 0.0% | 0.0% | 129 | +240 | 91.25% | Q4 2025 | Feb 24, 2026 |
| HM PAYSON & CO | History | No change | 508 | 29 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 444 | 26 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| UMB Bank, n.a. | History | Reduced | 431 | 25 | 0.0% | 0.0% | 131 | -96 | -18.22% | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 411 | 24 | 0.0% | 0.0% | 132 | +95 | 30.06% | Q4 2025 | Feb 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 350 | 20 | 0.0% | — | 133 | +350 | New | Q4 2025 | Jan 15, 2026 |
| BESSEMER GROUP INC | History | New | 260 | 15 | 0.0% | — | 134 | +260 | New | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 232 | 13 | 0.0% | 0.0% | 135 | +60 | 34.88% | Q4 2025 | Feb 10, 2026 |
| Larson Financial Group LLC | History | Added to | 191 | 11 | 0.0% | 0.0% | 136 | +167 | 695.83% | Q4 2025 | Feb 06, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 175 | 10 | 0.0% | 0.0% | 137 | +27 | 18.24% | Q4 2025 | Jan 29, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 169 | 9 | 0.01% | — | 139 | +169 | New | Q4 2025 | Feb 19, 2026 |
| Cornerstone Financial Management LLC | History | New | 158 | 9 | 0.01% | — | 138 | +158 | New | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | New | 145 | 8 | 0.0% | — | 140 | +145 | New | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 141 | 8 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Ancora Advisors LLC | History | No change | 150 | 8 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | No change | 140 | 8 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bare Financial Services, Inc | History | No change | 145 | 8 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SageView Advisory Group, LLC | History | New | 130 | 7 | 0.0% | — | 148 | +130 | New | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | Added to | 127 | 7 | 0.0% | — | 146 | +118 | 1311.11% | Q4 2025 | Jan 30, 2026 |
| IFP Advisors, Inc | History | Added to | 121 | 7 | 0.0% | 0.0% | 147 | +22 | 22.22% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 129 | 7 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Reduced | 94 | 5 | 0.0% | 0.0% | 149 | -415 | -81.53% | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Added to | 89 | 5 | 0.0% | 0.0% | 151 | +32 | 56.14% | Q4 2025 | Jan 08, 2026 |
| Clean Yield Group | History | No change | 100 | 5 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 99 | 5 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 65 | 3 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Triumph Capital Management | History | New | 50 | 2 | 0.0% | — | 157 | +50 | New | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 45 | 2 | 0.0% | — | 154 | +45 | New | Q4 2025 | Feb 17, 2026 |
| IMA Advisory Services, Inc. | History | New | 40 | 2 | 0.0% | — | 155 | +40 | New | Q4 2025 | Feb 11, 2026 |
| Ares Financial Consulting, LLC | History | New | 40 | 2 | 0.0% | — | 160 | +40 | New | Q4 2025 | Jan 30, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 45 | 2 | 0.0% | 0.0% | 158 | -3 | -6.25% | Q4 2025 | Feb 03, 2026 |
| Crewe Advisors LLC | History | No change | 45 | 2 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Granite FO LLC | History | No change | 43 | 2 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 24 | 1 | 0.0% | — | 161 | +24 | New | Q4 2025 | Jan 22, 2026 |
| Abound Wealth Management | History | No change | 26 | 1 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Capital International Investors | History | Closed out | 0 | 0 | — | 0.0% | — | -52,446 | -100.0% | Q3 2025 | Nov 13, 2025 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,513 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.16% | — | -12,400 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,200 | -100.0% | Q3 2025 | Nov 13, 2025 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,254 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -219 | -100.0% | Q3 2025 | Oct 28, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -139 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Tower Research Capital LLC (TRC) | History | New | 17 | 0 | — | — | — | +17 | New | Q4 2025 | Feb 17, 2026 |
| Trust Co | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Jan 15, 2026 |
| Root Financial Partners, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Feb 10, 2026 |
| Rossby Financial, LCC | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 12, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |