Filing Research | POSCO HOLDINGS INC Institutional Holdings

Snapshot holdings

33 / 33 loaded

#		Instrument	quantity
1	Sequoia Financial Advisors, LLC	Shares	48.4KSH	$2.5M
2	SIGNATUREFD, LLC	Shares	36.8KSH	$1.9M
3	Ballentine Partners, LLC	Shares	23.6KSH	$1.2M
4	Venturi Wealth Management, LLC	Shares	20.4KSH	$1.1M
5	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	8.6KSH	$443.5K
6	GAMMA Investing LLC	Shares	8.5KSH	$438.3K
7	Canopy Partners, LLC	Shares	8.3KSH	$428.4K
8	Aaron Wealth Advisors LLC	Shares	7.9KSH	$404.1K
9	GREENLEAF TRUST	Shares	7.7KSH	$396.2K
10	Crossmark Global Holdings, Inc.	Shares	6.5KSH	$334.4K
11	Composition Wealth, LLC	Shares	5.6KSH	$288.9K
12	Generali Investments CEE, investicni spolecnost, a.s.	Shares	5.5KSH	$282.6K
13	QRG CAPITAL MANAGEMENT, INC.	Shares	4.7KSH	$240.6K
14	Blue Trust, Inc.	Shares	2.9KSH	$146.5K
15	Farther Finance Advisors, LLC	Shares	2.7KSH	$141.1K
16	EverSource Wealth Advisors, LLC	Shares	1.8KSH	$94.7K
17	Founders Capital Management	Shares	600SH	$30.8K
18	FINANCIAL CONSULATE, INC	Shares	470SH	$24.1K
19	Physician Wealth Advisors, Inc.	Shares	369SH	$19.0K
20	True Wealth Design, LLC	Shares	324SH	$16.6K
21	JFS WEALTH ADVISORS, LLC	Shares	173SH	$8.9K
22	SBI Securities Co., Ltd.	Shares	129SH	$6.6K
23	LRI Investments, LLC	Shares	119SH	$6.1K
24	HIGHLINE WEALTH PARTNERS LLC	Shares	117SH	$6.0K
25	Gleason Group, Inc.	Shares	114SH	$5.9K
26	Key FInancial Inc	Shares	89SH	$4.6K
27	Versant Capital Management, Inc	Shares	80SH	$4.1K
28	IFP Advisors, Inc	Shares	60SH	$3.1K
29	Noble Wealth Management PBC	Shares	29SH	$1.5K
30	BFSG, LLC	Shares	20SH	$1.0K
31	Trust Co	Shares	12SH	$617
32	Abound Wealth Management	Shares	11SH	$566
33	Ares Financial Consulting, LLC	Shares	11SH	$565

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

35 / 35 loaded

#		Instrument
1	SIGNATUREFD, LLC added	Shares	+10.5K	+$351.5K	$1.9M
2	Venturi Wealth Management, LLC added	Shares	+8.1K	+$325.7K	$1.1M
3	Sequoia Financial Advisors, LLC added	Shares	+10.8K	+$288.1K	$2.5M
4	Canopy Partners, LLC added	Shares	+4.7K	+$215.2K	$428.4K
5	Ballentine Partners, LLC added	Shares	+5.2K	+$137.9K	$1.2M
6	GREENLEAF TRUST added	Shares	+3.3K	+$135.9K	$396.2K
7	Composition Wealth, LLC added	Shares	+2.0K	+$79.5K	$288.9K
8	GAMMA Investing LLC added	Shares	+1.9K	+$50.7K	$438.3K
9	Crossmark Global Holdings, Inc. added	Shares	+1.4K	+$36.7K	$334.4K
10	QRG CAPITAL MANAGEMENT, INC. added	Shares	+941	+$21.8K	$240.6K
11	FINANCIAL CONSULATE, INC added	Shares	+326	+$15.7K	$24.1K
12	Farther Finance Advisors, LLC added	Shares	+561	+$13.4K	$141.1K
13	Physician Wealth Advisors, Inc. added	Shares	+203	+$9.3K	$19.0K
14	Gleason Group, Inc. new	Shares	+114	+$5.9K	$5.9K
15	True Wealth Design, LLC added	Shares	+75	+$2.1K	$16.6K
16	Noble Wealth Management PBC new	Shares	+29	+$1.5K	$1.5K
17	LRI Investments, LLC added	Shares	+21	+$382	$6.1K
18	Versant Capital Management, Inc added	Shares	+11	+$74	$4.1K
19	Abound Wealth Management unchanged	Shares	0	-$78	$566
20	Ares Financial Consulting, LLC unchanged	Shares	0	-$80	$565
21	Trust Co unchanged	Shares	0	-$85	$617
22	BFSG, LLC unchanged	Shares	0	-$142	$1.0K
23	IFP Advisors, Inc unchanged	Shares	0	-$426	$3.1K
24	Key FInancial Inc unchanged	Shares	0	-$633	$4.6K
25	SBI Securities Co., Ltd. added	Shares	+1	-$859	$6.6K
26	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$1.2K	$8.9K
27	HIGHLINE WEALTH PARTNERS LLC trimmed	Shares	-14	-$1.7K	$6.0K
28	Founders Capital Management unchanged	Shares	0	-$4.3K	$30.8K
29	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+852	-$11.5K	$443.5K
30	Generali Investments CEE, investicni spolecnost, a.s. unchanged	Shares	0	-$39.1K	$282.6K
31	EverSource Wealth Advisors, LLC trimmed	Shares	-748	-$56.9K	$94.7K
32	Aaron Wealth Advisors LLC trimmed	Shares	-631	-$92.8K	$404.1K
33	Wellspring Financial Advisors, LLC exited	Shares	-4.2K	-$244.1K	$0
34	Blue Trust, Inc. trimmed	Shares	-8.4K	-$510.4K	$146.5K
35	YOUSIF CAPITAL MANAGEMENT, LLC exited	Shares	-29.1K	-$1.7M	$0