Filing Research | WLK - WESTLAKE CORPORATION Institutional Holdings

Snapshot holdings

50 / 53 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	55.3KSH	$4.0M
2	ABN AMRO INVESTMENT SOLUTIONS	Shares	31.6KSH	$2.3M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	21.7KSH	$1.4M
4	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	9.8KSH	$715.4K
5	Louisiana State Employees Retirement System	Shares	9.7KSH	$708.1K
6	Police & Firemen's Retirement System of New Jersey	Shares	5.6KSH	$408.1K
7	Unison Advisors LLC	Shares	5.3KSH	$384.8K
8	Y-Intercept (Hong Kong) Ltd	Shares	5.1KSH	$374.3K
9	Merit Financial Group, LLC	Shares	3.9KSH	$281.7K
10	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	3.7KSH	$266.5K
11	NorthCrest Asset Manangement, LLC	Shares	3.2KSH	$239.4K
12	SECURIAN ASSET MANAGEMENT, INC	Shares	2.5KSH	$194.3K
13	IFP Advisors, Inc	Shares	1.2KSH	$85.5K
14	SIGNATUREFD, LLC	Shares	1.2KSH	$84.7K
15	EverSource Wealth Advisors, LLC	Shares	961SH	$70.2K
16	Farther Finance Advisors, LLC	Shares	604SH	$44.2K
17	EXCHANGE TRADED CONCEPTS, LLC	Shares	596SH	$43.5K
18	GAMMA Investing LLC	Shares	494SH	$36.1K
19	Versant Capital Management, Inc	Shares	284SH	$20.7K
20	True Wealth Design, LLC	Shares	232SH	$16.9K
21	MassMutual Private Wealth & Trust, FSB	Shares	221SH	$16.1K
22	LANARK FINANCIAL, INC.	Shares	194SH	$14.2K
23	Spire Wealth Management	Shares	172SH	$12.6K
24	Activest Wealth Management	Shares	140SH	$10.2K
25	SJS Investment Consulting Inc.	Shares	75SH	$5.5K
26	Sachetta, LLC	Shares	55SH	$4.0K
27	Fortitude Family Office, LLC	Shares	42SH	$3.1K
28	Transce3nd, LLC	Shares	33SH	$2.5K
29	FARMERS & MERCHANTS INVESTMENTS INC	Shares	30SH	$2.2K
30	GoalVest Advisory LLC	Shares	26SH	$1.9K
31	Creative Capital Management Investments LLC	Shares	25SH	$1.8K
32	CoreCap Advisors, LLC	Shares	24SH	$1.8K
33	AdvisorNet Financial, Inc	Shares	21SH	$1.5K
34	JFS WEALTH ADVISORS, LLC	Shares	21SH	$1.5K
35	AMALGAMATED BANK	Shares	14.7KSH	$1.1K
36	Wilkerson Advisory Group LLC	Shares	14SH	$1.0K
37	Torren Management, LLC	Shares	13SH	$984
38	FIRST HORIZON CORP	Shares	11SH	$803
39	DiNuzzo Private Wealth, Inc.	Shares	10SH	$730
40	Owl Creek Wealth Partners LLC	Shares	10SH	$730
41	Handelsbanken Fonder AB	Shares	8.0KSH	$584
42	FINANCIAL CONSULATE, INC	Shares	6SH	$438
43	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	5.2KSH	$381
44	Arlington Trust Co LLC	Shares	4SH	$292
45	Cromwell Holdings LLC	Shares	4SH	$292
46	LRI Investments, LLC	Shares	4SH	$292
47	State of Alaska, Department of Revenue	Shares	3.3KSH	$238
48	Hughes Financial Services, LLC	Shares	3SH	$219
49	MARYLAND CAPITAL ADVISORS INC.	Shares	3SH	$219
50	Valued Wealth Advisors LLC	Shares	1SH	$76

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Manager changes2026-06-30 vs 2026-03-31

50 / 60 loaded

#		Instrument
1	Assenagon Asset Management S.A. new	Shares	+55.3K	+$4.0M	$4.0M
2	ABN AMRO INVESTMENT SOLUTIONS new	Shares	+31.6K	+$2.3M	$2.3M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+19.1K	+$1.1M	$1.4M
4	Y-Intercept (Hong Kong) Ltd new	Shares	+5.1K	+$374.3K	$374.3K
5	Merit Financial Group, LLC new	Shares	+3.9K	+$281.7K	$281.7K
6	NorthCrest Asset Manangement, LLC new	Shares	+3.2K	+$239.4K	$239.4K
7	IFP Advisors, Inc added	Shares	+1.2K	+$85.2K	$85.5K
8	EverSource Wealth Advisors, LLC added	Shares	+727	+$42.8K	$70.2K
9	True Wealth Design, LLC added	Shares	+205	+$13.8K	$16.9K
10	Farther Finance Advisors, LLC added	Shares	+315	+$10.5K	$44.2K
11	Activest Wealth Management added	Shares	+138	+$10.0K	$10.2K
12	Versant Capital Management, Inc added	Shares	+183	+$8.9K	$20.7K
13	SJS Investment Consulting Inc. added	Shares	+53	+$2.9K	$5.5K
14	GoalVest Advisory LLC new	Shares	+26	+$1.9K	$1.9K
15	Creative Capital Management Investments LLC new	Shares	+25	+$1.8K	$1.8K
16	Owl Creek Wealth Partners LLC new	Shares	+10	+$730	$730
17	FINANCIAL CONSULATE, INC new	Shares	+6	+$438	$438
18	LRI Investments, LLC new	Shares	+4	+$292	$292
19	Abound Wealth Management new	Shares	+1	+$73	$73
20	Hughes Financial Services, LLC added	Shares	+1	-$15	$219
21	3 FACTOR INDEXING, LLC unchanged	Shares	0	-$44	$73
22	Valued Wealth Advisors LLC unchanged	Shares	0	-$45	$76
23	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+1.1K	-$103	$381
24	BARTLETT & CO. WEALTH MANAGEMENT LLC exited	Shares	-1	-$115	$0
25	State of Alaska, Department of Revenue trimmed	Shares	-90	-$153	$238
26	SBI Securities Co., Ltd. trimmed	Shares	-1	-$161	$73
27	Arlington Trust Co LLC unchanged	Shares	0	-$175	$292
28	Cromwell Holdings LLC unchanged	Shares	0	-$175	$292
29	DiNuzzo Private Wealth, Inc. added	Shares	+1	-$322	$730
30	TopTier Wealth Management, LLC exited	Shares	-3	-$350	$0
31	Handelsbanken Fonder AB trimmed	Shares	-900	-$456	$584
32	Torren Management, LLC unchanged	Shares	0	-$584	$984
33	AMALGAMATED BANK trimmed	Shares	-277	-$678	$1.1K
34	AdvisorNet Financial, Inc added	Shares	+2	-$687	$1.5K
35	Vermillion Wealth Management, Inc. exited	Shares	-6	-$701	$0
36	ELEVATION WEALTH PARTNERS, LLC exited	Shares	-7	-$818	$0
37	Wilkerson Advisory Group LLC trimmed	Shares	-2	-$847	$1.0K
38	CoreCap Advisors, LLC unchanged	Shares	0	-$1.1K	$1.8K
39	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$1.3K	$2.2K
40	Transce3nd, LLC unchanged	Shares	0	-$1.4K	$2.5K
41	JFS WEALTH ADVISORS, LLC trimmed	Shares	-9	-$2.0K	$1.5K
42	FIRST HORIZON CORP trimmed	Shares	-13	-$2.0K	$803
43	Sachetta, LLC added	Shares	+1	-$2.3K	$4.0K
44	Fortitude Family Office, LLC trimmed	Shares	-10	-$3.0K	$3.1K
45	Spire Wealth Management unchanged	Shares	0	-$7.5K	$12.6K
46	LANARK FINANCIAL, INC. trimmed	Shares	-6	-$9.2K	$14.2K
47	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-53	-$15.9K	$16.1K
48	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+60	-$19.1K	$43.5K
49	GAMMA Investing LLC trimmed	Shares	-37	-$26.0K	$36.1K
50	SIGNATUREFD, LLC added	Shares	+12	-$49.4K	$84.7K

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