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Posco Holdings Inc (PKX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares975,138 from 969,912
Change+5,226 (+1%)
Value$55.0M (+$5.2M)
Filed 2026-11-04
Creative Planning
DECREASED
Shares476,194 from 477,747
Change-1,553 (0%)
Value$26.9M (+$2.3M)
Filed 2026-11-02
Nykredit A/S
INCREASED
Shares202,932 from 194,676
Change+8,256 (+4%)
Value$11.4M (+$1.4M)
Filed 2026-11-06
Barclays PLC
DECREASED
Shares114,886 from 143,038
Change-28,152 (-20%)
Value$6.5M (-$868.6K)
Filed 2026-11-06
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares87,108 from 90,407
Change-3,299 (-4%)
Value$4.9M (+$268.7K)
Filed 2026-10-22
Quadrant Capital Group LLC
DECREASED
Shares77,131 from 86,031
Change-8,900 (-10%)
Value$4.3M (-$102.5K)
Filed 2026-10-20
Citigroup Inc
INCREASED
Shares37,491 from 29,505
Change+7,986 (+27%)
Value$2.1M (+$598.9K)
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares37,472 from 49,026
Change-11,554 (-24%)
Value$2.1M (-$405.2K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
INCREASED
Shares34,734 from 30,973
Change+3,761 (+12%)
Value$2.0M (+$367.9K)
Filed 2026-11-06
Signaturefd, LLC
DECREASED
Shares28,656 from 36,841
Change-8,185 (-22%)
Value$1.6M (-$276.4K)
Filed 2026-10-23
DekaBank Deutsche Girozentrale
DECREASED
Shares22,767 from 36,017
Change-13,250 (-37%)
Value$1.3K (-$739)
Filed 2026-10-27
Vise Technologies, Inc.
INCREASED
Shares22,331 from 21,393
Change+938 (+4%)
Value$1.3M (+$160.5K)
Filed 2026-10-29
Crossmark Global Holdings, Inc.
INCREASED
Shares16,361 from 6,509
Change+9,852 (+151%)
Value$922.9K (+$588.5K)
Filed 2026-10-21
Frank, Rimerman Advisors LLC
DECREASED
Shares16,319 from 48,685
Change-32,366 (-66%)
Value$920.6K (-$1.6M)
Filed 2026-10-16
PDS Planning, Inc
DECREASED
Shares13,964 from 14,931
Change-967 (-6%)
Value$787.7K (+$20.6K)
Filed 2026-11-03
Parallel Advisors, LLC
DECREASED
Shares12,091 from 16,522
Change-4,431 (-27%)
Value$682.0K (-$166.9K)
Filed 2026-11-03
Ethic Inc.
INCREASED
Shares11,967 from 8,701
Change+3,266 (+38%)
Value$675.1K (+$228.0K)
Filed 2026-11-03
Xponance LLC
DECREASED
Shares11,502 from 11,802
Change-300 (-3%)
Value$648.8K (+$42.4K)
Filed 2026-11-03
Savant Capital, LLC
INCREASED
Shares10,957 from 8,893
Change+2,064 (+23%)
Value$618.1K (+$129.8K)
Filed 2026-11-06
Evergreen Capital Management LLC
INCREASED
Shares10,164 from 8,632
Change+1,532 (+18%)
Value$573.4K (+$129.8K)
Filed 2026-10-23
Greenspring Advisors, LLC
INCREASED
Shares10,124 from 5,631
Change+4,493 (+80%)
Value$571.1K (+$281.8K)
Filed 2026-11-05
Tuttle Capital Management, LLC
NEW
Shares9,764
Change+9,764
Value$562.3K
Filed 2026-10-21
HB Wealth Management, LLC
DECREASED
Shares9,342 from 9,801
Change-459 (-5%)
Value$527.0K (+$23.4K)
Filed 2026-10-23
Gamma Investing LLC
INCREASED
Shares9,118 from 8,530
Change+588 (+7%)
Value$514.3K (+$76.1K)
Filed 2026-10-08
Compound Planning, Inc.
DECREASED
Shares8,255 from 8,628
Change-373 (-4%)
Value$465.7K (+$22.4K)
Filed 2026-11-05
Crestwood Advisors Group, LLC
INCREASED
Shares7,374 from 6,411
Change+963 (+15%)
Value$416.0K (+$86.6K)
Filed 2026-10-27
Allspring Global Investments Holdings, LLC
INCREASED
Shares6,806 from 5,151
Change+1,655 (+32%)
Value$382.0K (+$124.4K)
Filed 2026-11-04
Profund Advisors LLC
DECREASED
Shares6,087 from 6,721
Change-634 (-9%)
Value$343.4K (-$2.0K)
Filed 2026-10-29
LPL Financial LLC
DECREASED
Shares6,003 from 6,973
Change-970 (-14%)
Value$338.6K (-$19.6K)
Filed 2026-11-06
Aaron Wealth Advisors LLC
DECREASED
Shares5,965 from 7,864
Change-1,899 (-24%)
Value$336.5K (-$67.6K)
Filed 2026-10-13
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$282.6K ($0)
Filed 2026-10-15
Canopy Partners, LLC
DECREASED
Shares5,470 from 8,337
Change-2,867 (-34%)
Value$308.6K (-$119.8K)
Filed 2026-10-28
Trek Financial, LLC
NEW
Shares4,931
Change+4,931
Value$278.2K
Filed 2026-10-29
AMG National Trust Bank
NEW
Shares4,854
Change+4,854
Value$273.8K
Filed 2026-11-05
Greenleaf Trust
DECREASED
Shares4,811 from 7,711
Change-2,900 (-38%)
Value$271.4K (-$124.8K)
Filed 2026-10-29
Commonwealth Equity Services, LLC
NEW
Shares4,722
Change+4,722
Value$266.4K
Filed 2026-11-02
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares4,545 from 6,900
Change-2,355 (-34%)
Value$256.4K (-$98.1K)
Filed 2026-10-27
Hardy Reed LLC
NEW
Shares4,104
Change+4,104
Value$231.5K
Filed 2026-11-06
Quadrant Private Wealth Management, LLC
NEW
Shares3,901
Change+3,901
Value$220.1K
Filed 2026-11-04
Diversified Trust Co
NEW
Shares3,661
Change+3,661
Value$206.5K
Filed 2026-11-06
MW Advisory, LLC
DECREASED
Shares3,660 from 4,159
Change-499 (-12%)
Value$206.4K (-$7.2K)
Filed 2026-10-19
Ritholtz Wealth Management
DECREASED
Shares3,555 from 4,014
Change-459 (-11%)
Value$200.6K (-$5.7K)
Filed 2026-11-05
Blue Trust, Inc.
DECREASED
Shares2,760 from 2,851
Change-91 (-3%)
Value$155.7K (+$9.2K)
Filed 2026-10-15
Allworth Financial LP
INCREASED
Shares2,612 from 2,275
Change+337 (+15%)
Value$134.2K (+$17.3K)
Filed 2026-11-06
Farther Finance Advisors, LLC
DECREASED
Shares2,339 from 2,739
Change-400 (-15%)
Value$131.9K (-$9.2K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
INCREASED
Shares2,165 from 1,843
Change+322 (+17%)
Value$122.1K (+$27.4K)
Filed 2026-11-04
Inspire Investing, LLC
INCREASED
Shares2,053 from 1,633
Change+420 (+26%)
Value$115.8K (+$31.9K)
Filed 2026-10-22
Caitong International Asset Management Co., Ltd
DECREASED
Shares1,736 from 4,494
Change-2,758 (-61%)
Value$97.9K (-$133.0K)
Filed 2026-10-29
Nisa Investment Advisors, LLC
INCREASED
Shares1,480 from 1,305
Change+175 (+13%)
Value$83.5K (+$16.4K)
Filed 2026-10-20
Mather Group, Llc.
INCREASED
Shares1,392 from 36
Change+1,356 (+3767%)
Value$78.5K (+$76.7K)
Filed 2026-10-14
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$53.6K (+$4.8K)
Filed 2026-10-29
Assetmark, Inc
INCREASED
Shares778 from 660
Change+118 (+18%)
Value$43.9K (+$10.0K)
Filed 2026-10-21
Clearstead Advisors, LLC
UNCHANGED
Shares594 from 594
Change0 (0%)
Value$33.5K (+$3.0K)
Filed 2026-11-06
Bell Investment Advisors, Inc
INCREASED
Shares557 from 343
Change+214 (+62%)
Value$31.4K (+$13.8K)
Filed 2026-10-29
Financial Consulate, Inc
DECREASED
Shares455 from 470
Change-15 (-3%)
Value$25.7K (+$1.5K)
Filed 2026-10-23
Physician Wealth Advisors, Inc.
INCREASED
Shares449 from 369
Change+80 (+22%)
Value$25.3K (+$6.4K)
Filed 2026-10-20
Larson Financial Group LLC
INCREASED
Shares359 from 325
Change+34 (+10%)
Value$20.3K (+$3.6K)
Filed 2026-11-05
Parkside Financial Bank & Trust
DECREASED
Shares285 from 339
Change-54 (-16%)
Value$16.1K (-$1.3K)
Filed 2026-10-27
True Wealth Design, LLC
DECREASED
Shares277 from 324
Change-47 (-15%)
Value$15.6K (-$1.0K)
Filed 2026-10-13
Ascentis Wealth Management, LLC
NEW
Shares264
Change+264
Value$14.9K
Filed 2026-11-03
Leonteq Securities AG
NEW
Shares233
Change+233
Value$13.1K
Filed 2026-10-29
JFS Wealth Advisors, LLC
INCREASED
Shares211 from 173
Change+38 (+22%)
Value$11.9K (+$3.0K)
Filed 2026-11-03
North Star Investment Management Corp.
INCREASED
Shares176 from 166
Change+10 (+6%)
Value$9.9K (+$1.4K)
Filed 2026-10-27
SBI Securities Co., Ltd.
INCREASED
Shares131 from 129
Change+2 (+2%)
Value$7.4K (+$762)
Filed 2026-10-22
Gleason Group, Inc.
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$6.4K (+$574)
Filed 2026-10-15
IFP Advisors, Inc
INCREASED
Shares96 from 60
Change+36 (+60%)
Value$5.4K (+$2.3K)
Filed 2026-10-16
Key FInancial Inc
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$5.0K (+$447)
Filed 2026-11-02
Highline Wealth Partners LLC
DECREASED
Shares87 from 117
Change-30 (-26%)
Value$4.9K (-$1.1K)
Filed 2026-10-19
Silver Grove Financial Group, Inc.
INCREASED
Shares73 from 45
Change+28 (+62%)
Value$4.1K (+$1.8K)
Filed 2026-11-05
Versant Capital Management, Inc
DECREASED
Shares65 from 80
Change-15 (-19%)
Value$3.7K (-$443)
Filed 2026-10-02
Fifth Third Bancorp
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$3.7K (+$327)
Filed 2026-11-05
Fortitude Family Office, LLC
NEW
Shares61
Change+61
Value$3.4K
Filed 2026-10-14
Elyxium Wealth, LLC
NEW
Shares59
Change+59
Value$3.3K
Filed 2026-10-27
Root Financial Partners, LLC
NEW
Shares48
Change+48
Value$2.7K
Filed 2026-10-21
Simplex Trading, LLC
NEW
Shares33
Change+33
Value$1.9K
Filed 2026-11-04
Rossby Financial, LCC
DECREASED
Shares29 from 31
Change-2 (-6%)
Value$1.6K (+$43)
Filed 2026-11-05
Russell Investments Group, Ltd.
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$1.2K (+$106)
Filed 2026-11-06
Bfsg, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.1K (+$101)
Filed 2026-10-30
Trust Co
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$677 (+$60)
Filed 2026-10-09
Abound Wealth Management
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$621 (+$55)
Filed 2026-10-26
Ares Financial Consulting, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$621 (+$56)
Filed 2026-10-19
Financial Network Wealth Advisors LLC
NEW
Shares9
Change+9
Value$508
Filed 2026-10-28
Proathlete Wealth Management LLC
NEW
Shares8
Change+8
Value$451
Filed 2026-10-15
Keybank National Association
CLOSED
Shares0 from 5,392
Change-5,392 (-100%)
Value$0 (-$277.0K)
Filed 2026-11-04
Founders Capital Management
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$30.8K)
Filed 2026-10-13
Stone House Investment Management, LLC
CLOSED
Shares0 from 118
Change-118 (-100%)
Value$0 (-$6.1K)
Filed 2026-10-23
Deutsche Bank Ag\
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$2.3K)
Filed 2026-11-06
Noble Wealth Management PBC
CLOSED
Shares0 from 29
Change-29 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-01
BlackRock, Inc.
N/A
Shares— from 2,849,471
Change-2,849,471 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,693,111
Change-1,693,111 (-100%)
Value—
State Street Corp
N/A
Shares— from 899,068
Change-899,068 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 721,639
Change-721,639 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 525,674
Change-525,674 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 372,562
Change-372,562 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 307,796
Change-307,796 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 269,917
Change-269,917 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 264,444
Change-264,444 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 248,288
Change-248,288 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 175,900
Change-175,900 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 164,778
Change-164,778 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 158,971
Change-158,971 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 134,260
Change-134,260 (-100%)
Value—
UBS Group AG
N/A
Shares— from 120,948
Change-120,948 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 101,461
Change-101,461 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 89,398
Change-89,398 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 80,952
Change-80,952 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 79,506
Change-79,506 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 70,996
Change-70,996 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 69,031
Change-69,031 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 66,109
Change-66,109 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 65,425
Change-65,425 (-100%)
Value—
FMR LLC
N/A
Shares— from 64,417
Change-64,417 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 61,428
Change-61,428 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 58,564
Change-58,564 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 57,310
Change-57,310 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 55,004
Change-55,004 (-100%)
Value—
Grantham, Mayo, Van Otterloo & Co. LLC
N/A
Shares— from 52,393
Change-52,393 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 48,420
Change-48,420 (-100%)
Value—
Walleye Capital LLC
N/A
Shares— from 46,911
Change-46,911 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 41,920
Change-41,920 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 41,612
Change-41,612 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 40,196
Change-40,196 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 36,931
Change-36,931 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 35,124
Change-35,124 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 30,600
Change-30,600 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 29,281
Change-29,281 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 28,358
Change-28,358 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 25,019
Change-25,019 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 24,480
Change-24,480 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 24,332
Change-24,332 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 23,556
Change-23,556 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 22,569
Change-22,569 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 22,404
Change-22,404 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 22,310
Change-22,310 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 22,014
Change-22,014 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 20,439
Change-20,439 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 20,340
Change-20,340 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 19,076
Change-19,076 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 19,029
Change-19,029 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 17,972
Change-17,972 (-100%)
Value—
Clearbridge Investments, LLC
N/A
Shares— from 17,348
Change-17,348 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 17,215
Change-17,215 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 16,381
Change-16,381 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 14,698
Change-14,698 (-100%)
Value—
West Family Investments, Inc.
N/A
Shares— from 14,641
Change-14,641 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 14,118
Change-14,118 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 12,846
Change-12,846 (-100%)
Value—
Recurrent Investment Advisors LLC
N/A
Shares— from 12,422
Change-12,422 (-100%)
Value—
LGT Group Foundation
N/A
Shares— from 10,750
Change-10,750 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 10,532
Change-10,532 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 10,393
Change-10,393 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 9,985
Change-9,985 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 9,873
Change-9,873 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 9,711
Change-9,711 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 9,705
Change-9,705 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 9,326
Change-9,326 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 9,017
Change-9,017 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 7,183
Change-7,183 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 6,478
Change-6,478 (-100%)
Value—
Graham Capital Management, L.P.
N/A
Shares— from 6,295
Change-6,295 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 6,023
Change-6,023 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 5,937
Change-5,937 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 5,622
Change-5,622 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 5,413
Change-5,413 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 5,155
Change-5,155 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,154
Change-5,154 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 4,682
Change-4,682 (-100%)
Value—
Aigen Investment Management, LP
N/A
Shares— from 4,657
Change-4,657 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,579
Change-4,579 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 4,032
Change-4,032 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 3,992
Change-3,992 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,976
Change-3,976 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 3,934
Change-3,934 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 3,894
Change-3,894 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 2,816
Change-2,816 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,258
Change-2,258 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,813
Change-1,813 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,397
Change-1,397 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 550
Change-550 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 466
Change-466 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 362
Change-362 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 205
Change-205 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 196
Change-196 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 180
Change-180 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 166
Change-166 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 144
Change-144 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 119
Change-119 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 62
Change-62 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 54
Change-54 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED975,138969,912+5,226+1%$49.8M$55.0M+$5.2M2026-11-04
Creative Planning
DECREASED476,194477,747-1,5530%$24.5M$26.9M+$2.3M2026-11-02
Nykredit A/S
INCREASED202,932194,676+8,256+4%$10.0M$11.4M+$1.4M2026-11-06
Barclays PLC
DECREASED114,886143,038-28,152-20%$7.3M$6.5M-$868.6K2026-11-06
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED87,10890,407-3,299-4%$4.6M$4.9M+$268.7K2026-10-22
Quadrant Capital Group LLC
DECREASED77,13186,031-8,900-10%$4.4M$4.3M-$102.5K2026-10-20
Citigroup Inc
INCREASED37,49129,505+7,986+27%$1.5M$2.1M+$598.9K2026-11-04
US Bancorp \de\
DECREASED37,47249,026-11,554-24%$2.5M$2.1M-$405.2K2026-11-05
PNC Financial Services Group, Inc.
INCREASED34,73430,973+3,761+12%$1.6M$2.0M+$367.9K2026-11-06
Signaturefd, LLC
DECREASED28,65636,841-8,185-22%$1.9M$1.6M-$276.4K2026-10-23
DekaBank Deutsche Girozentrale
DECREASED22,76736,017-13,250-37%$2.0K$1.3K-$7392026-10-27
Vise Technologies, Inc.
INCREASED22,33121,393+938+4%$1.1M$1.3M+$160.5K2026-10-29
Crossmark Global Holdings, Inc.
INCREASED16,3616,509+9,852+151%$334.4K$922.9K+$588.5K2026-10-21
Frank, Rimerman Advisors LLC
DECREASED16,31948,685-32,366-66%$2.5M$920.6K-$1.6M2026-10-16
PDS Planning, Inc
DECREASED13,96414,931-967-6%$767.2K$787.7K+$20.6K2026-11-03
Parallel Advisors, LLC
DECREASED12,09116,522-4,431-27%$848.9K$682.0K-$166.9K2026-11-03
Ethic Inc.
INCREASED11,9678,701+3,266+38%$447.1K$675.1K+$228.0K2026-11-03
Xponance LLC
DECREASED11,50211,802-300-3%$606.4K$648.8K+$42.4K2026-11-03
Savant Capital, LLC
INCREASED10,9578,893+2,064+23%$488.3K$618.1K+$129.8K2026-11-06
Evergreen Capital Management LLC
INCREASED10,1648,632+1,532+18%$443.5K$573.4K+$129.8K2026-10-23
Greenspring Advisors, LLC
INCREASED10,1245,631+4,493+80%$289.3K$571.1K+$281.8K2026-11-05
Tuttle Capital Management, LLC
NEW9,764—+9,764——$562.3K—2026-10-21
HB Wealth Management, LLC
DECREASED9,3429,801-459-5%$503.6K$527.0K+$23.4K2026-10-23
Gamma Investing LLC
INCREASED9,1188,530+588+7%$438.3K$514.3K+$76.1K2026-10-08
Compound Planning, Inc.
DECREASED8,2558,628-373-4%$443.3K$465.7K+$22.4K2026-11-05
Crestwood Advisors Group, LLC
INCREASED7,3746,411+963+15%$329.4K$416.0K+$86.6K2026-10-27
Allspring Global Investments Holdings, LLC
INCREASED6,8065,151+1,655+32%$257.6K$382.0K+$124.4K2026-11-04
Profund Advisors LLC
DECREASED6,0876,721-634-9%$345.3K$343.4K-$2.0K2026-10-29
LPL Financial LLC
DECREASED6,0036,973-970-14%$358.3K$338.6K-$19.6K2026-11-06
Aaron Wealth Advisors LLC
DECREASED5,9657,864-1,899-24%$404.1K$336.5K-$67.6K2026-10-13
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED5,5005,50000%$282.6K$282.6K$02026-10-15
Canopy Partners, LLC
DECREASED5,4708,337-2,867-34%$428.4K$308.6K-$119.8K2026-10-28
Trek Financial, LLC
NEW4,931—+4,931——$278.2K—2026-10-29
AMG National Trust Bank
NEW4,854—+4,854——$273.8K—2026-11-05
Greenleaf Trust
DECREASED4,8117,711-2,900-38%$396.2K$271.4K-$124.8K2026-10-29
Commonwealth Equity Services, LLC
NEW4,722—+4,722——$266.4K—2026-11-02
Pinnacle Wealth Planning Services, Inc.
DECREASED4,5456,900-2,355-34%$354.5K$256.4K-$98.1K2026-10-27
Hardy Reed LLC
NEW4,104—+4,104——$231.5K—2026-11-06
Quadrant Private Wealth Management, LLC
NEW3,901—+3,901——$220.1K—2026-11-04
Diversified Trust Co
NEW3,661—+3,661——$206.5K—2026-11-06
MW Advisory, LLC
DECREASED3,6604,159-499-12%$213.7K$206.4K-$7.2K2026-10-19
Ritholtz Wealth Management
DECREASED3,5554,014-459-11%$206.3K$200.6K-$5.7K2026-11-05
Blue Trust, Inc.
DECREASED2,7602,851-91-3%$146.5K$155.7K+$9.2K2026-10-15
Allworth Financial LP
INCREASED2,6122,275+337+15%$116.9K$134.2K+$17.3K2026-11-06
Farther Finance Advisors, LLC
DECREASED2,3392,739-400-15%$141.1K$131.9K-$9.2K2026-10-08
EverSource Wealth Advisors, LLC
INCREASED2,1651,843+322+17%$94.7K$122.1K+$27.4K2026-11-04
Inspire Investing, LLC
INCREASED2,0531,633+420+26%$83.9K$115.8K+$31.9K2026-10-22
Caitong International Asset Management Co., Ltd
DECREASED1,7364,494-2,758-61%$230.9K$97.9K-$133.0K2026-10-29
Nisa Investment Advisors, LLC
INCREASED1,4801,305+175+13%$67.1K$83.5K+$16.4K2026-10-20
Mather Group, Llc.
INCREASED1,39236+1,356+3767%$1.9K$78.5K+$76.7K2026-10-14
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED95095000%$48.8K$53.6K+$4.8K2026-10-29
Assetmark, Inc
INCREASED778660+118+18%$33.9K$43.9K+$10.0K2026-10-21
Clearstead Advisors, LLC
UNCHANGED59459400%$30.5K$33.5K+$3.0K2026-11-06
Bell Investment Advisors, Inc
INCREASED557343+214+62%$17.6K$31.4K+$13.8K2026-10-29
Financial Consulate, Inc
DECREASED455470-15-3%$24.1K$25.7K+$1.5K2026-10-23
Physician Wealth Advisors, Inc.
INCREASED449369+80+22%$19.0K$25.3K+$6.4K2026-10-20
Larson Financial Group LLC
INCREASED359325+34+10%$16.7K$20.3K+$3.6K2026-11-05
Parkside Financial Bank & Trust
DECREASED285339-54-16%$17.4K$16.1K-$1.3K2026-10-27
True Wealth Design, LLC
DECREASED277324-47-15%$16.6K$15.6K-$1.0K2026-10-13
Ascentis Wealth Management, LLC
NEW264—+264——$14.9K—2026-11-03
Leonteq Securities AG
NEW233—+233——$13.1K—2026-10-29
JFS Wealth Advisors, LLC
INCREASED211173+38+22%$8.9K$11.9K+$3.0K2026-11-03
North Star Investment Management Corp.
INCREASED176166+10+6%$8.5K$9.9K+$1.4K2026-10-27
SBI Securities Co., Ltd.
INCREASED131129+2+2%$6.6K$7.4K+$7622026-10-22
Gleason Group, Inc.
UNCHANGED11411400%$5.9K$6.4K+$5742026-10-15
IFP Advisors, Inc
INCREASED9660+36+60%$3.1K$5.4K+$2.3K2026-10-16
Key FInancial Inc
UNCHANGED898900%$4.6K$5.0K+$4472026-11-02
Highline Wealth Partners LLC
DECREASED87117-30-26%$6.0K$4.9K-$1.1K2026-10-19
Silver Grove Financial Group, Inc.
INCREASED7345+28+62%$2.3K$4.1K+$1.8K2026-11-05
Versant Capital Management, Inc
DECREASED6580-15-19%$4.1K$3.7K-$4432026-10-02
Fifth Third Bancorp
UNCHANGED656500%$3.3K$3.7K+$3272026-11-05
Fortitude Family Office, LLC
NEW61—+61——$3.4K—2026-10-14
Elyxium Wealth, LLC
NEW59—+59——$3.3K—2026-10-27
Root Financial Partners, LLC
NEW48—+48——$2.7K—2026-10-21
Simplex Trading, LLC
NEW33—+33——$1.9K—2026-11-04
Rossby Financial, LCC
DECREASED2931-2-6%$1.6K$1.6K+$432026-11-05
Russell Investments Group, Ltd.
UNCHANGED212100%$1.1K$1.2K+$1062026-11-06
Bfsg, LLC
UNCHANGED202000%$1.0K$1.1K+$1012026-10-30
Trust Co
UNCHANGED121200%$617$677+$602026-10-09
Abound Wealth Management
UNCHANGED111100%$566$621+$552026-10-26
Ares Financial Consulting, LLC
UNCHANGED111100%$565$621+$562026-10-19
Financial Network Wealth Advisors LLC
NEW9—+9——$508—2026-10-28
Proathlete Wealth Management LLC
NEW8—+8——$451—2026-10-15
Keybank National Association
CLOSED05,392-5,392-100%$277.0K$0-$277.0K2026-11-04
Founders Capital Management
CLOSED0600-600-100%$30.8K$0-$30.8K2026-10-13
Stone House Investment Management, LLC
CLOSED0118-118-100%$6.1K$0-$6.1K2026-10-23
Deutsche Bank Ag\
CLOSED045-45-100%$2.3K$0-$2.3K2026-11-06
Noble Wealth Management PBC
CLOSED029-29-100%$1.5K$0-$1.5K2026-10-01
BlackRock, Inc.
N/A—2,849,471-2,849,471-100%$146.4M———
Morgan Stanley
N/A—1,693,111-1,693,111-100%$87.0M———
State Street Corp
N/A—899,068-899,068-100%$46.2M———
American Century Companies Inc
N/A—721,639-721,639-100%$37.1M———
Goldman Sachs Group Inc
N/A—525,674-525,674-100%$27.0M———
Quantinno Capital Management LP
N/A—372,562-372,562-100%$19.1M———
BNP Paribas Financial Markets
N/A—307,796-307,796-100%$15.8M———
Vanguard Capital Management LLC
N/A—269,917-269,917-100%$13.9M———
Northern Trust Corp
N/A—264,444-264,444-100%$13.6M———
Qube Research & Technologies Ltd
N/A—248,288-248,288-100%$12.8M———
Renaissance Technologies LLC
N/A—175,900-175,900-100%$9.0M———
Point72 Asset Management, L.P.
N/A—164,778-164,778-100%$8.5M———
Van Eck Associates Corp
N/A—158,971-158,971-100%$8.2M———
Vanguard Personalized Indexing Management, LLC
N/A—134,260-134,260-100%$6.9M———
UBS Group AG
N/A—120,948-120,948-100%$6.2M———
Bank of America Corp
N/A—101,461-101,461-100%$5.2M———
Jane Street Group, LLC
N/A—89,398-89,398-100%$4.6M———
Rhumbline Advisers
N/A—80,952-80,952-100%$4.2M———
Stifel Financial Corp
N/A—79,506-79,506-100%$4.1M———
XTX Topco Ltd
N/A—70,996-70,996-100%$3.6M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—69,031-69,031-100%$3.5M———
Ramirez Asset Management, Inc.
N/A—66,109-66,109-100%$3.4M———
Laird Norton Wetherby Trust Company, LLC
N/A—65,425-65,425-100%$3.4M———
FMR LLC
N/A—64,417-64,417-100%$3.3M———
Vident Advisory, LLC
N/A—61,428-61,428-100%$3.2M———
D. E. Shaw & Co., Inc.
N/A—58,564-58,564-100%$3.0M———
IEQ Capital, LLC
N/A—57,310-57,310-100%$2.9M———
Marshall Wace, LLP
N/A—55,004-55,004-100%$2.8M———
Grantham, Mayo, Van Otterloo & Co. LLC
N/A—52,393-52,393-100%$2.7M———
Sequoia Financial Advisors, LLC
N/A—48,420-48,420-100%$2.5M———
Walleye Capital LLC
N/A—46,911-46,911-100%$2.4M———
CIBC World Market Inc.
N/A—41,920-41,920-100%$2.2M———
Cerity Partners LLC
N/A—41,612-41,612-100%$2.1M———
Citadel Advisors LLC
N/A—40,196-40,196-100%$2.1M———
O'shaughnessy Asset Management, LLC
N/A—36,931-36,931-100%$1.9M———
Bank of Montreal
N/A—35,124-35,124-100%$1.8M———
Barometer Capital Management Inc.
N/A—30,600-30,600-100%$1.6M———
First Trust Advisors LP
N/A—29,281-29,281-100%$1.5M———
Greenline Partners, LLC
N/A—28,358-28,358-100%$1.5M———
Mariner, LLC
N/A—25,019-25,019-100%$1.3M———
HRT Financial LP
N/A—24,480-24,480-100%$1.3M———
Nuveen, LLC
N/A—24,332-24,332-100%$1.3M———
Ballentine Partners, LLC
N/A—23,556-23,556-100%$1.2M———
Quadrature Capital Ltd
N/A—22,569-22,569-100%$1.2M———
Millennium Management LLC
N/A—22,404-22,404-100%$1.2M———
Oversea-Chinese Banking Corp Ltd
N/A—22,310-22,310-100%$1.1M———
AQR Capital Management LLC
N/A—22,014-22,014-100%$1.1M———
Venturi Wealth Management, LLC
N/A—20,439-20,439-100%$1.1M———
Guggenheim Capital LLC
N/A—20,340-20,340-100%$1.0M———
Rockefeller Capital Management L.P.
N/A—19,076-19,076-100%$980.1K———
PCM Encore, LLC
N/A—19,029-19,029-100%$977.7K———
Old Mission Capital LLC
N/A—17,972-17,972-100%$923.4K———
Clearbridge Investments, LLC
N/A—17,348-17,348-100%$891.3K———
Mercer Global Advisors Inc
N/A—17,215-17,215-100%$884.5K———
Pathstone Holdings, LLC
N/A—16,381-16,381-100%$841.7K———
Neuberger Berman Group LLC
N/A—14,698-14,698-100%$755.2K———
West Family Investments, Inc.
N/A—14,641-14,641-100%$752.3K———
Schonfeld Strategic Advisors LLC
N/A—14,118-14,118-100%$725.4K———
Balyasny Asset Management L.P.
N/A—12,846-12,846-100%$660.0K———
Recurrent Investment Advisors LLC
N/A—12,422-12,422-100%$638.2K———
LGT Group Foundation
N/A—10,750-10,750-100%$552.3K———
Caprock Group, LLC
N/A—10,532-10,532-100%$541.1K———
HighTower Advisors, LLC
N/A—10,393-10,393-100%$534.0K———
United Capital Financial Advisors, LLC
N/A—9,985-9,985-100%$513.0K———
Engineers Gate Manager LP
N/A—9,873-9,873-100%$507.3K———
Bridgewater Advisors Inc.
N/A—9,711-9,711-100%$514.1K———
Syon Capital LLC
N/A—9,705-9,705-100%$498.6K———
Osaic Holdings, Inc.
N/A—9,326-9,326-100%$479.2K———
Focus Partners Wealth
N/A—9,017-9,017-100%$463.3K———
Basecamp Wealth Advisors LLC
N/A—7,183-7,183-100%$369.1K———
Atlas Capital Advisors Inc.
N/A—6,478-6,478-100%$332.8K———
Graham Capital Management, L.P.
N/A—6,295-6,295-100%$323.4K———
Ameriprise Financial Inc
N/A—6,023-6,023-100%$309.5K———
Two Sigma Investments, LP
N/A—5,937-5,937-100%$305.0K———
Composition Wealth, LLC
N/A—5,622-5,622-100%$288.9K———
EP Wealth Advisors, LLC
N/A—5,413-5,413-100%$278.1K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—5,155-5,155-100%$264.9K———
Royal Bank of Canada
N/A—5,154-5,154-100%$265.0K———
QRG Capital Management, Inc.
N/A—4,682-4,682-100%$240.6K———
Aigen Investment Management, LP
N/A—4,657-4,657-100%$239.3K———
Susquehanna International Group, LLP
N/A—4,579-4,579-100%$235.3K———
UBS Asset Management Americas LLC
N/A—4,032-4,032-100%$207.2K———
AlTi Global, Inc.
N/A—3,992-3,992-100%$205.1K———
Wells Fargo & Company
N/A—3,976-3,976-100%$204.3K———
Hantz Financial Services, Inc.
N/A—3,934-3,934-100%$202.0K———
Advisors Asset Management, Inc.
N/A—3,894-3,894-100%$200.1K———
Acadian Asset Management LLC
N/A—2,816-2,816-100%$144.0K———
JPMorgan Chase & Co
N/A—2,258-2,258-100%$120.4K———
Arax Advisory Partners
N/A—1,813-1,813-100%$93.1K———
Northwestern Mutual Wealth Management Co
N/A—1,397-1,397-100%$71.8K———
Bruce G. Allen Investments, LLC
N/A—550-550-100%$28.3K———
Fiduciary Financial Advisors
N/A—466-466-100%$23.9K———
Global Retirement Partners, LLC
N/A—362-362-100%$18.6K———
Cornerstone Financial Management LLC
N/A—310-310-100%$15.9K———
Brown Brothers Harriman & Co
N/A—205-205-100%$10.5K———
Jones Financial Companies Lllp
N/A—196-196-100%$9.8K———
SHP Wealth Management
N/A—180-180-100%$9.2K———
WealthCollab, LLC
N/A—166-166-100%$8.5K———
Raffa Wealth Management, LLC
N/A—146-146-100%$7.5K———
Bessemer Group Inc
N/A—144-144-100%$7———
LRI Investments, LLC
N/A—119-119-100%$6.1K———
Lavaca Capital LLC
N/A—99-99-100%$5.1K———
Harbour Investments, Inc.
N/A—62-62-100%$3.2K———
Huntington National Bank
N/A—54-54-100%$2.8K———
JPL Wealth Management, LLC
N/A—40-40-100%$2.1K———
Steward Partners Investment Advisory, LLC
N/A—33-33-100%$1.7K———
Smartleaf Asset Management LLC
N/A—21-21-100%$1.1K———
Showing 195 of 195 institutions