WEST FRASER TIMBER CO., LTD - WFG

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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
FIL Ltd History No change 8,729,285 590,938 0.42% 0.42% 1 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 3,757,506 254,346 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 3,492,021 236,374 0.04% 0.04% 3 0 0.0% Q2 2026 Aug 14, 2026
MACKENZIE FINANCIAL CORP History Reduced 1,798,850 124,687 0.14% 0.18% 4 -79,764 -4.25% Q3 2026 Nov 02, 2026
1832 Asset Management L.P. History No change 1,795,555 121,541 0.06% 0.06% 5 0 0.0% Q2 2026 Aug 13, 2026
DONALD SMITH & CO., INC. History No change 1,629,983 110,333 1.95% 1.95% 6 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,497,850 101,398 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 13, 2026
LETKO, BROSSEAU & ASSOCIATES INC History No change 1,417,956 95,956 1.42% 1.42% 8 0 0.0% Q2 2026 Aug 13, 2026
MANNING & NAPIER ADVISORS LLC History No change 1,091,402 73,909 0.95% 0.95% 9 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 1,015,410 68,733 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 831,932 56,262 0.02% 0.02% 11 0 0.0% Q2 2026 Aug 12, 2026
Pictet Asset Management Holding SA History Reduced 747,197 51,928 0.05% 0.05% 12 -55,042 -6.86% Q3 2026 Nov 03, 2026
Atlas FRM LLC History No change 740,000 50,090 2.15% 2.15% 13 0 0.0% Q2 2026 Aug 13, 2026
VAN ECK ASSOCIATES CORP History No change 736,913 49,836 0.03% 0.03% 14 0 0.0% Q2 2026 Aug 14, 2026
NORGES BANK History No change 675,791 45,702 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 12, 2026
Marathon Asset Management Ltd History New 606,680 42,340 1.92% — 16 +606,680 New Q3 2026 Oct 26, 2026
T. Rowe Price Investment Management, Inc. History No change 601,489 40,715 0.03% 0.03% 17 0 0.0% Q2 2026 Aug 14, 2026
SailingStone Capital Partners LLC History No change 412,177 39,573 7.41% 7.41% 18 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 531,868 36,005 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
QV Investors Inc. History Added to 475,092 33,018 2.42% 1.85% 20 +119,105 33.46% Q3 2026 Oct 20, 2026
VANGUARD FIDUCIARY TRUST CO History No change 455,271 30,820 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 418,511 28,321 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 384,481 26,682 0.0% 0.0% 23 +39,943 11.59% Q3 2026 Nov 04, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 316,578 21,429 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
ROBOTTI ROBERT History No change 296,043 20,021 3.23% 3.23% 25 0 0.0% Q2 2026 Aug 07, 2026
TWO SIGMA INVESTMENTS, LP History No change 284,763 19,275 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 260,759 17,652 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 12, 2026
Invesco Ltd. History No change 240,903 16,306 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 205,255 13,890 0.01% 0.01% 29 0 0.0% Q2 2026 Sep 02, 2026
Smead Capital Management, Inc. History Added to 192,278 13,330 0.28% 0.18% 30 +68,400 55.22% Q3 2026 Oct 16, 2026
TD ASSET MANAGEMENT INC History No change 191,504 12,959 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 04, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 190,590 12,898 0.02% 0.02% 32 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 182,731 12,360 0.01% 0.01% 33 0 0.0% Q2 2026 Sep 09, 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. History No change 128,361 12,323 0.09% 0.09% 34 0 0.0% Q2 2026 Aug 14, 2026
Northwest & Ethical Investments L.P. History No change 172,629 11,672 0.27% 0.27% 35 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 171,482 11,608 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 13, 2026
Amundi History No change 159,700 10,810 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 11, 2026
MORGAN STANLEY History No change 159,327 10,784 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 155,220 10,506 0.0% 0.0% 39 0 0.0% Q2 2026 Sep 23, 2026
Cerity Partners LLC History No change 134,524 9,105 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 133,836 9,059 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 13, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 130,660 8,844 0.02% 0.02% 42 0 0.0% Q2 2026 Aug 12, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History No change 129,965 8,789 0.06% 0.06% 43 0 0.0% Q2 2026 Aug 13, 2026
INTACT INVESTMENT MANAGEMENT INC. History Reduced 124,000 8,597 0.26% 0.25% 44 -7,000 -5.34% Q3 2026 Nov 03, 2026
Swiss National Bank History No change 107,300 7,242 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 11, 2026
BlackRock, Inc. History No change 105,440 7,137 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 07, 2026
TORONTO DOMINION BANK History No change 102,619 6,939 0.01% 0.01% 47 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 93,044 6,298 0.0% 0.0% 48 0 0.0% Q2 2026 Sep 02, 2026
SIG North Trading, ULC History No change 92,200 6,241 0.12% 0.12% 49 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 91,436 6,189 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
BANK OF NOVA SCOTIA History No change 87,060 5,893 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 12, 2026
Lloyd Harbor Capital Management, LLC History No change 85,000 5,753 5.92% 5.92% 52 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 81,739 5,532 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 76,821 5,200 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 72,942 4,936 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 65,516 4,497 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 12, 2026
CIBC Asset Management Inc History No change 56,542 3,820 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 03, 2026
CIBC WORLD MARKET INC. History No change 53,968 3,650 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 54,744 3,641 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 10, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 51,613 3,493 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 49,843 3,463 0.0% 0.0% 61 -1,645 -3.19% Q3 2026 Nov 02, 2026
MILLENNIUM MANAGEMENT LLC History No change 46,546 3,150 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 41,883 2,834 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 11, 2026
DEUTSCHE BANK AG\ History No change 41,731 2,824 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 07, 2026
Cinctive Capital Management LP History No change 37,806 2,559 0.09% 0.09% 65 0 0.0% Q2 2026 Aug 14, 2026
Metis Global Partners, LLC History No change 35,224 2,383 0.05% 0.05% 66 0 0.0% Q2 2026 Aug 10, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 33,151 2,243 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 17, 2026
Russell Investments Group, Ltd. History No change 29,745 2,013 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 06, 2026
SCOTIA CAPITAL INC. History No change 29,274 1,947 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 11, 2026
MGO ONE SEVEN LLC History Added to 27,113 1,881 0.03% 0.03% 70 +272 1.01% Q3 2026 Oct 28, 2026
Federation des caisses Desjardins du Quebec History No change 27,594 1,857 0.01% 0.01% 71 0 0.0% Q2 2026 Aug 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 23,566 1,594 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 11, 2026
Vontobel Holding Ltd. History No change 22,198 1,539 0.01% 0.0% 73 0 0.0% Q3 2026 Oct 16, 2026
Baird Financial Group, Inc. History No change 21,975 1,487 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 12, 2026
Candriam S.C.A. History Reduced 21,252 1,482 0.01% 0.01% 75 -6,436 -23.24% Q3 2026 Nov 03, 2026
Aviso Financial Inc. History No change 21,036 1,423 0.05% 0.05% 76 0 0.0% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 19,283 1,304 0.01% 0.01% 77 0 0.0% Q2 2026 Jul 23, 2026
Quantbot Technologies LP History No change 18,894 1,278 0.05% 0.05% 78 0 0.0% Q2 2026 Aug 12, 2026
GUARDIAN CAPITAL LP History No change 17,747 1,200 0.03% 0.03% 79 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 16,959 1,147 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 16,197 1,096 0.0% 0.0% 81 0 0.0% Q2 2026 Oct 27, 2026
BANK OF NOVA SCOTIA TRUST CO History No change 16,010 1,083 0.09% 0.09% 82 0 0.0% Q2 2026 Aug 11, 2026
Alberta Investment Management Corp History No change 15,087 1,020 0.01% 0.01% 83 0 0.0% Q2 2026 Aug 06, 2026
BRANDES INVESTMENT PARTNERS, LP History No change 14,469 979 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 13,807 934 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 07, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 13,800 933 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Investments Australia, Ltd. History No change 13,462 911 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 13, 2026
Swiss Life Asset Management Ltd History Added to 11,965 830 0.0% 0.0% 88 +35 0.29% Q3 2026 Nov 03, 2026
CoreCommodity Management, LLC History No change 12,092 817 0.16% 0.16% 89 0 0.0% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 11,363 754 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 13, 2026
EJF Capital LP History No change 10,000 676 0.45% 0.45% 91 0 0.0% Q2 2026 Aug 13, 2026
TD Waterhouse Canada Inc. History Reduced 9,765 652 0.0% 0.0% 92 -321 -3.18% Q3 2026 Oct 16, 2026
Cetera Investment Advisers History No change 9,340 632 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 12, 2026
Schonfeld Strategic Advisors LLC History No change 9,250 626 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS History No change 9,192 622 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 13, 2026
Engineers Gate Manager LP History No change 9,201 622 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 8,368 581 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
J.W. COLE ADVISORS, INC. History No change 8,391 567 0.01% 0.01% 98 0 0.0% Q2 2026 Jul 21, 2026
Vanguard Personalized Indexing Management, LLC History No change 8,136 550 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 11, 2026
Investment Management Corp of Ontario History No change 8,071 546 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 7,532 509 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 7,296 493 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 7,476 488 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History No change 6,520 441 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 6,500 439 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 13, 2026
Trexquant Investment LP History No change 6,372 431 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
AMG National Trust Bank History No change 6,163 417 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 06, 2026
SYCOMORE ASSET MANAGEMENT History No change 6,500 404 0.04% 0.04% 108 0 0.0% Q3 2026 Oct 26, 2026
Pacifica Partners Inc. History No change 5,905 395 0.12% 0.12% 109 0 0.0% Q3 2026 Oct 08, 2026
Turtle Creek Asset Management Inc. History No change 5,750 389 0.02% 0.02% 110 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 5,553 375 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 5,314 359 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 14, 2026
One Capital Management, LLC History No change 5,423 353 0.01% 0.01% 113 0 0.0% Q2 2026 Aug 13, 2026
STEVENS CAPITAL PARTNERS History No change 5,000 346 0.06% 0.06% 114 0 0.0% Q3 2026 Oct 28, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 5,000 338 0.02% 0.02% 115 0 0.0% Q2 2026 Aug 14, 2026
Counterpoint Mutual Funds LLC History New 4,065 282 0.02% — 116 +4,065 New Q3 2026 Oct 16, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 4,132 279 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 12, 2026
Brookwood Investment Group LLC History No change 4,075 275 0.03% 0.03% 118 0 0.0% Q2 2026 Jul 23, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 4,007 271 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 17, 2026
Genus Capital Management Inc. History Added to 3,800 264 0.03% 0.02% 120 +300 8.57% Q3 2026 Nov 04, 2026
MOODY NATIONAL BANK TRUST DIVISION History New 3,505 243 0.02% — 121 +3,505 New Q3 2026 Oct 06, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 3,470 234 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 13, 2026
Diversify Advisory Services, LLC History Reduced 3,388 221 0.0% 0.0% 123 -1,102 -24.54% Q3 2026 Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 3,388 221 0.0% 0.0% 124 -1,102 -24.54% Q3 2026 Oct 20, 2026
CITIGROUP INC History Added to 3,151 218 0.0% 0.0% 125 +1,587 101.47% Q3 2026 Nov 04, 2026
AQR CAPITAL MANAGEMENT LLC History No change 3,166 214 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 14, 2026
AEGIS FINANCIAL CORP History No change 3,142 212 0.03% 0.03% 127 0 0.0% Q2 2026 Aug 12, 2026
Gold Investment Management Ltd. History No change 2,690 186 0.05% 0.05% 128 0 0.0% Q3 2026 Oct 19, 2026
Sava Infond d.o.o. History No change 2,400 166 0.01% 0.01% 129 0 0.0% Q3 2026 Oct 28, 2026
Nykredit A/S History No change 2,300 155 0.0% 0.0% 130 0 0.0% Q2 2026 Sep 08, 2026
Tower Research Capital LLC (TRC) History No change 2,121 143 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 11, 2026
OSAIC HOLDINGS, INC. History No change 1,960 132 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 14, 2026
Fulcrum Asset Management LLP History Reduced 1,407 97 0.0% 0.01% 133 -82 -5.51% Q3 2026 Nov 04, 2026
SIGNATUREFD, LLC History Added to 894 62 0.0% 0.0% 134 +442 97.79% Q3 2026 Oct 23, 2026
Farther Finance Advisors, LLC History Added to 751 52 0.0% 0.0% 135 +733 4072.22% Q3 2026 Oct 08, 2026
US BANCORP \DE\ History No change 739 50 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 12, 2026
Purpose Unlimited Inc. History No change 696 47 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History Added to 633 43 0.0% 0.0% 138 +616 3623.53% Q3 2026 Nov 03, 2026
Guardian Partners Inc. History No change 488 33 0.0% 0.0% 139 0 0.0% Q3 2026 Oct 21, 2026
EFG International AG History No change 500 33 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 14, 2026
BI Asset Management Fondsmaeglerselskab A/S History No change 391 27 0.0% 0.0% 141 0 0.0% Q3 2026 Oct 22, 2026
HARBOUR INVESTMENTS, INC. History No change 361 24 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 12, 2026
Fortitude Family Office, LLC History New 309 21 0.0% — 144 +309 New Q3 2026 Oct 14, 2026
SIMPLEX TRADING, LLC History Reduced 305 21 0.0% 0.0% 143 -154 -33.55% Q3 2026 Nov 04, 2026
Steward Partners Investment Advisory, LLC History No change 248 16 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 150 10 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 140 9 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 06, 2026
EverSource Wealth Advisors, LLC History Added to 122 8 0.0% 0.0% 148 +100 454.55% Q3 2026 Nov 04, 2026
Centerpoint Advisors, LLC History No change 125 8 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 05, 2026
JPMORGAN CHASE & CO History No change 104 7 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 105 7 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 12, 2026
Physician Wealth Advisors, Inc. History Added to 85 5 0.0% 0.0% 152 +15 21.43% Q3 2026 Oct 20, 2026
Rossby Financial, LCC History No change 87 5 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 04, 2026
SBI Securities Co., Ltd. History No change 59 4 0.0% 0.0% 154 0 0.0% Q3 2026 Oct 21, 2026
Hara Capital LLC History No change 65 4 0.0% 0.0% 155 0 0.0% Q3 2026 Oct 30, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 47 3 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 07, 2026
Cassaday & Co Wealth Management LLC History No change 53 3 0.0% 0.0% 157 0 0.0% Q3 2026 Oct 27, 2026
Bell Investment Advisors, Inc History Added to 32 2 0.0% 0.0% 158 +16 100.0% Q3 2026 Oct 28, 2026
Cornerstone Financial Management LLC History No change 30 2 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 28, 2026
Ascentis Independent Advisors History New 25 1 0.0% — 164 +25 New Q3 2026 Nov 03, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 24 1 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 13, 2026
Allworth Financial LP History No change 24 1 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 11, 2026
Basecamp Wealth Advisors LLC History No change 17 1 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 14, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 27 1 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 13, 2026
Larry Mathis Financial Planning, LLC History Closed out 0 0 — 0.22% — -4,361 -100.0% Q3 2026 Oct 26, 2026
RMG Wealth Management LLC History Closed out 0 0 — 0.0% — -29 -100.0% Q3 2026 Oct 26, 2026
Trust Co History New 14 0 — — — +14 New Q3 2026 Oct 09, 2026
Clark Wealth Partners History New 11 0 — — — +11 New Q3 2026 Oct 16, 2026
Pinnacle Wealth Planning Services, Inc. History New 4 0 — — — +4 New Q3 2026 Oct 27, 2026
ALBION FINANCIAL GROUP /UT History New 3 0 — — — +3 New Q3 2026 Oct 21, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History No change 9 0 — — — 0 0.0% Q3 2026 Oct 21, 2026
Institute for Wealth Management, LLC. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 7 0 — — — 0 0.0% Q3 2026 Oct 28, 2026
MV CAPITAL MANAGEMENT, INC. History No change 4 0 — — — 0 0.0% Q3 2026 Oct 29, 2026
Larson Financial Group LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Quarry LP History No change 9 0 — — — 0 0.0% Q2 2026 Aug 14, 2026