WOORI FINL GROUP INC
CUSIP 981064108
Woori Finl Group Inc has 196 institutional holders in Filings Flow’s 13F database, together reporting 8.51M shares worth $522M as of Q1 2026. The largest reported holders are Blackrock, Inc., Morgan Stanley, and Connor, Clark & Lunn Investment Management Ltd..
Institutional Holders
196
Q1 2026
Reported Value
$522M
Ticker
unmapped
private placement or foreign
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Ativo Capital Management LLC$115M AUM | 1.59% | $2M | 27.5K | Q1 2026OLDER |
| JMN Financial LLC$102M AUM | 0.58% | $591,408 | 8.9K | Q1 2026OLDER |
| BAROMETER CAPITAL MANAGEMENT INC.$292M AUM | 0.40% | $1M | 17.6K | Q1 2026OLDER |
| DGS Capital Management, LLC$609M AUM | 0.26% | $2M | 24.1K | Q1 2026OLDER |
| DONALD SMITH & CO., INC.$5.6B AUM | 0.22% | $12M | 547.7K | Q1 2026OLDER |
| West Family Investments, Inc.$285M AUM | 0.21% | $611,788 | 9.2K | Q1 2026OLDER |
| Abacus Wealth Partners, LLC$1.1B AUM | 0.21% | $2M | 35.0K | Q1 2026OLDER |
| Ariadne Wealth Management, LP$223M AUM | 0.21% | $469,363 | 6.9K | Q1 2026OLDER |
| First Affirmative Financial Network$258M AUM | 0.18% | $460,615 | 6.9K | Q1 2026OLDER |
| PCM Encore, LLC$486M AUM | 0.16% | $785,214 | 11.8K | Q1 2026OLDER |
| Laird Norton Wetherby Trust Company, LLC$4.6B AUM | 0.15% | $7M | 99.9K | Q1 2026OLDER |
| Laird Norton Wetherby Wealth Management, LLC$2.4B AUM | 0.15% | $4M | 63.8K | Q3 2025OLDER |
| Canopy Partners, LLC$291M AUM | 0.14% | $413,719 | 6.2K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.13% | $8M | 123.4K | Q1 2026OLDER |
| ENTERPRISE FINANCIAL SERVICES CORP$197M AUM | 0.11% | $211,921 | 3.2K | Q1 2026OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.10% | $481,784 | 8.2K | Q2 2026 |
| Frank, Rimerman Advisors LLC$1.5B AUM | 0.10% | $2M | 23.3K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.09% | $393,190 | 6.8K | Q2 2026 |
| BSW Wealth Partners$819M AUM | 0.09% | $735,285 | 11.0K | Q1 2026OLDER |
| QUADRANT CAPITAL GROUP LLC$3.3B AUM | 0.09% | $3M | 43.1K | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.08% | $8M | 123.6K | Q1 2026OLDER |
| DRIVE WEALTH MANAGEMENT, LLC$474M AUM | 0.07% | $331,039 | 5.0K | Q1 2026OLDER |
| Strategic Global Advisors, LLC$625M AUM | 0.07% | $427,039 | 6.4K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.07% | $29M | 441.9K | Q1 2026OLDER |
| Argos Wealth Advisors, LLC$348M AUM | 0.07% | $234,965 | 3.5K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.07% | $8M | 117.3K | Q1 2026OLDER |
| PDS Planning, Inc$1.5B AUM | 0.06% | $939,992 | 14.1K | Q1 2026OLDER |
| 55 North Private Wealth, LLC$508M AUM | 0.06% | $292,166 | 5.1K | Q2 2026 |
| Sivia Capital Partners, LLC$516M AUM | 0.06% | $293,373 | 4.4K | Q1 2026OLDER |
| B. Metzler seel. Sohn & Co. AG$10.8B AUM | 0.06% | $6M | 91.9K | Q1 2026OLDER |
| SUMMIT WEALTH GROUP LLC / CO$950M AUM | 0.06% | $356,918 | 8.1K | Q4 2025OLDER |
| NINE MASTS CAPITAL Ltd$693M AUM | 0.05% | $286,190 | 4.9K | Q4 2025OLDER |
| Bridgewater Advisors Inc.$1.7B AUM | 0.05% | $823,739 | 12.9K | Q1 2026OLDER |
| Wealthstream Advisors, Inc.$661M AUM | 0.05% | $321,698 | 5.7K | Q3 2025OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.05% | $3M | 42.0K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.05% | $3M | 44.5K | Q1 2026OLDER |
| Calydon Capital$613M AUM | 0.04% | $269,863 | 4.1K | Q1 2026OLDER |
| Aprio Wealth Management, LLC$1.8B AUM | 0.04% | $793,073 | 11.9K | Q1 2026OLDER |
| Aaron Wealth Advisors LLC$2.0B AUM | 0.04% | $744,478 | 13.0K | Q2 2026 |
| Ballentine Partners, LLC$7.2B AUM | 0.04% | $3M | 38.3K | Q1 2026OLDER |
| WealthCollab, LLC$243M AUM | 0.04% | $85,515 | 1.3K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.03% | $328,871 | 4.9K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.03% | $6M | 96.3K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.03% | $704,695 | 10.6K | Q1 2026OLDER |
| Optas, LLC$661M AUM | 0.03% | $206,195 | 3.1K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.03% | $865,258 | 13.0K | Q1 2026OLDER |
| Voleon Capital Management LP$4.6B AUM | 0.03% | $1M | 18.7K | Q1 2026OLDER |
| MERITAGE PORTFOLIO MANAGEMENT$1.5B AUM | 0.03% | $391,012 | 6.7K | Q4 2025OLDER |
| Greenspring Advisors, LLC$1.6B AUM | 0.03% | $423,327 | 6.4K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.03% | $840,823 | 12.6K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.02% | $13M | 198.9K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.02% | $581,806 | 10.1K | Q2 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.02% | $1M | 16.6K | Q2 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC$8.5B AUM | 0.02% | $2M | 24.3K | Q1 2026OLDER |
| Vise Technologies, Inc.$5.1B AUM | 0.02% | $960,217 | 16.3K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.02% | $774,036 | 11.4K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $598,269 | 9.0K | Q1 2026OLDER |
| SYON CAPITAL LLC$2.0B AUM | 0.02% | $361,771 | 5.4K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.02% | $26M | 390.7K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.02% | $2M | 23.4K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.01% | $3M | 39.8K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $747,652 | 11.2K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.01% | $207,259 | 3.1K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.01% | $417,049 | 6.3K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.01% | $18,648 | 280 | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.01% | $858,950 | 12.9K | Q1 2026OLDER |
| PROFUND ADVISORS LLC$2.7B AUM | 0.01% | $318,215 | 4.8K | Q1 2026OLDER |
| Foster Group, Inc.$3.8B AUM | 0.01% | $426,999 | 7.4K | Q2 2026 |
| IEQ CAPITAL, LLC$21.5B AUM | 0.01% | $2M | 36.0K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.01% | $457,127 | 6.9K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.01% | $67,624 | 1.0K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.01% | $896,103 | 13.5K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $815,226 | 12.1K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.01% | $461,272 | 6.9K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $1M | 18.9K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.01% | $876,571 | 13.2K | Q1 2026OLDER |
| Cornerstone Financial Management LLC$109M AUM | 0.01% | $9,857 | 148 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.01% | $4M | 59.3K | Q1 2026OLDER |
| Bell Investment Advisors, Inc$639M AUM | 0.01% | $44,955 | 675 | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $541,858 | 8.1K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $4M | 67.2K | Q1 2026OLDER |
| ELEVATION WEALTH PARTNERS, LLC$334M AUM | 0.01% | $20,550 | 358 | Q2 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $214,274 | 3.7K | Q2 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $1M | 21.2K | Q1 2026OLDER |
| Crestwood Advisors Group, LLC$5.9B AUM | 0.01% | $297,236 | 4.5K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $82M | 1.40M | Q1 2026OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $392,940 | 5.9K | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.00% | $478,588 | 7.2K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $4M | 56.4K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $122,974 | 1.9K | Q1 2026OLDER |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$30.9B AUM | 0.00% | $1M | 19.3K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.00% | $2M | 37.4K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $224,636 | 3.8K | Q4 2025OLDER |
| Ramirez Asset Management, Inc.$832M AUM | 0.00% | $32,680 | 462 | Q1 2026OLDER |
| XPONANCE LLC$14.1B AUM | 0.00% | $541,724 | 8.1K | Q1 2026OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $7M | 105.4K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $517,482 | 7.8K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $353,012 | 5.3K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $3M | 38.6K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $261,525 | 3.9K | Q1 2026OLDER |
| Crossmark Global Holdings, Inc.$6.8B AUM | 0.00% | $200,599 | 3.0K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $102,830 | 1.5K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $163M | 2.44M | Q1 2026OLDER |
| V-Square Quantitative Management LLC$946M AUM | 0.00% | $25,974 | 390 | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $426,478 | 6.4K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.00% | $213,062 | 3.1K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.00% | $43,157 | 648 | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $9,657 | 145 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $9,524 | 143 | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $6M | 86.3K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $8,325 | 125 | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $583,667 | 9.9K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 24.3K | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.00% | $12,297 | 219 | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $232,763 | 3.5K | Q1 2026OLDER |
| FINANCIAL CONSULATE, INC$803M AUM | 0.00% | $17,516 | 263 | Q1 2026OLDER |
| EASTERN BANK$6.5B AUM | 0.00% | $139,884 | 2.4K | Q2 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.00% | $90,509 | 1.4K | Q1 2026OLDER |
| Clean Yield Group$355M AUM | 0.00% | $6,660 | 100 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $4M | 54.1K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $1M | 20.5K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $29,571 | 444 | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.00% | $2,296 | 40 | Q2 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $4M | 52.8K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $893,352 | 13.4K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $2M | 32.9K | Q1 2026OLDER |
| LRI Investments, LLC$1.1B AUM | 0.00% | $17,582 | 264 | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $10,590 | 159 | Q1 2026OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $1M | 21.1K | Q1 2026OLDER |
| GLENMEDE TRUST CO NA$20.4B AUM | 0.00% | $282,051 | 4.2K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $6M | 95.6K | Q1 2026OLDER |
| Granite FO LLC$189M AUM | 0.00% | $2,468 | 43 | Q2 2026 |
| Pinnacle Bancorp, Inc.$339M AUM | 0.00% | $4,329 | 65 | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $255,308 | 3.8K | Q1 2026OLDER |
| Glenmede Investment Management, LP$20.7B AUM | 0.00% | $244,533 | 4.4K | Q3 2025OLDER |
| Operose Advisors LLC$431M AUM | 0.00% | $4,995 | 75 | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $5,683 | 99 | Q2 2026 |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $1M | 15.1K | Q1 2026OLDER |
| Vanguard National Trust Co$1.6B AUM | 0.00% | $16,916 | 254 | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.00% | $2,353 | 41 | Q2 2026 |
| Rossby Financial, LCC$489M AUM | 0.00% | $5,033 | 75 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $2M | 24.2K | Q1 2026OLDER |
| Dogwood Wealth Management LLC$253M AUM | 0.00% | $2,296 | 40 | Q2 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $593,632 | 8.9K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $1M | 15.3K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $9,391 | 141 | Q1 2026OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $3,464 | 52 | Q1 2026OLDER |
| Tidal Investments LLC$47.4B AUM | 0.00% | $367,898 | 5.5K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $8,553 | 149 | Q2 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $23,377 | 351 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $182,618 | 2.7K | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $9,324 | 140 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $3,407 | 50 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $644,022 | 9.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $451,335 | 6.8K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $367,898 | 5.5K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $8,458 | 127 | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $460,430 | 8.2K | Q3 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $1M | 21.0K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $225,671 | 3.4K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $530,800 | 7.7K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.00% | $1,573 | 28 | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $5M | 71.6K | Q1 2026OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $33,833 | 508 | Q1 2026OLDER |
| Capital International Investors$426.5B AUM | 0.00% | $3M | 52.4K | Q3 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $435,164 | 6.5K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.00% | $4,928 | 74 | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $252,614 | 3.8K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $6M | 84.6K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 22.8K | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $28,705 | 431 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $3M | 40.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 19.7K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $340,530 | 5.1K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 29.9K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $8,325 | 125 | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $350,249 | 5.3K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $714,152 | 10.7K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $19,847 | 298 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $7,643 | 130 | Q4 2025OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $2,997 | 45 | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $2,397 | 36 | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $9,990 | 150 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 50.4K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $43,186 | 735 | Q4 2025OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.00% | $27,373 | 411 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $891,574 | 13.4K | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $21,245 | 319 | Q1 2026OLDER |
| Abound Wealth Management$504M AUM | 0.00% | $689 | 12 | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $6,593 | 99 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 16.3K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $2M | 36.9K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $7,805 | 139 | Q3 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $545,587 | 8.2K | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $29,038 | 436 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $434,432 | 6.5K | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.00% | $1,066 | 16 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $1,998 | 30 | Q1 2026OLDER |
| Silicon Valley Capital Partners$1.0B AUM | 0.00% | $932 | 14 | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $2,997 | 45 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $13,320 | 200 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $354,512 | 5.3K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $228,438 | 3.4K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $397,535 | 6.0K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $160,040 | 2.4K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $999 | 17 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $91,000 | 1.4K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $210,522 | 3.2K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $7,584 | 129 | Q4 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $2,414 | 43 | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $18,248 | 274 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $47,619 | 715 | Q2 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $526 | 7 | Q1 2026OLDER |
| Elequin Capital, LP$1.2B AUM | 0.00% | $67 | 1 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $9,657 | 145 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2,958 | 45 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.