Criteo S.A. - CRTO

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 2025
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
Neuberger Berman Group LLC History Reduced 7,748,712 159,698 0.12% 0.13% 1 -92,076 -1.17% Q4 2025 Feb 13, 2026
MORGAN STANLEY History Added to 4,723,794 97,357 0.01% 0.01% 2 +838,523 21.58% Q4 2025 Feb 13, 2026
Senvest Management, LLC History Added to 4,397,322 90,628 2.81% 3.07% 3 +170,000 4.02% Q4 2025 Feb 12, 2026
DnB Asset Management AS History Added to 4,258,161 87,760 0.31% 0.35% 4 +121,477 2.94% Q4 2025 Feb 05, 2026
BlueCrest Capital Management Ltd History No change 2,260,000 46,578 1.4% 91.38% 5 0 0.0% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 2,217,838 45,709 0.01% 0.03% 6 -2,089,991 -48.52% Q4 2025 Feb 17, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 2,108,578 43,425 0.07% 0.08% 7 -9,041 -0.43% Q4 2025 Feb 10, 2026
JANUS HENDERSON GROUP PLC History No change 1,692,499 34,933 0.02% 0.02% 8 0 0.0% Q4 2025 Feb 17, 2026
Nierenberg Investment Management Company, LLC History Added to 888,888 18,319 8.89% 4.1% 9 +463,929 109.17% Q4 2025 Feb 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 880,720 18,151 0.01% 0.01% 10 +101,525 13.03% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 793,474 16,353 0.01% 0.01% 11 -303,991 -27.7% Q4 2025 Feb 17, 2026
D. E. Shaw & Co., Inc. History Added to 773,591 15,943 0.01% 0.01% 12 +161,480 26.38% Q4 2025 Feb 17, 2026
VELA Investment Management, LLC History Added to 551,407 11,364 2.67% 2.37% 13 +121,242 28.18% Q4 2025 Feb 02, 2026
AMERIPRISE FINANCIAL INC History Added to 536,136 11,049 0.0% 0.0% 14 +8,416 1.59% Q4 2025 Feb 17, 2026
Robeco Institutional Asset Management B.V. History Added to 497,008 10,243 0.01% 0.01% 15 +281,699 130.83% Q4 2025 Jan 23, 2026
Qube Research & Technologies Ltd History Added to 473,448 9,757 0.01% 0.01% 16 +49,010 11.55% Q4 2025 Feb 17, 2026
Pillsbury Lake Capital LLC History New 460,242 9,485 3.31% 17 +460,242 New Q4 2025 Feb 18, 2026
TWO SIGMA INVESTMENTS, LP History Added to 399,395 8,231 0.01% 0.01% 18 +131,252 48.95% Q4 2025 Feb 17, 2026
Clearbridge Investments, LLC History Reduced 263,036 5,421 0.0% 0.0% 19 -19,970 -7.06% Q4 2025 Feb 11, 2026
UBS Group AG History Added to 241,538 4,978 0.0% 0.0% 20 +165,214 216.46% Q4 2025 Jan 29, 2026
JANE STREET GROUP, LLC History Added to 228,143 4,702 0.0% 0.0% 21 +179,076 364.96% Q4 2025 Feb 12, 2026
JPMORGAN CHASE & CO History Reduced 214,066 4,411 0.0% 0.0% 22 -137,716 -39.15% Q4 2025 Feb 11, 2026
APG Asset Management N.V. History Added to 232,175 4,074 0.01% 0.01% 23 +101,205 77.27% Q4 2025 Feb 12, 2026
Jump Financial, LLC History Added to 194,433 4,007 0.05% 0.03% 24 +70,577 56.98% Q4 2025 Feb 17, 2026
SEIZERT CAPITAL PARTNERS, LLC History Added to 189,971 3,915 0.17% 0.18% 25 +6,247 3.4% Q4 2025 Feb 02, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 188,910 3,893 0.02% 0.01% 26 +83,910 79.91% Q4 2025 Feb 09, 2026
TWO SIGMA ADVISERS, LP History Reduced 187,100 3,856 0.01% 0.01% 27 -50,800 -21.35% Q4 2025 Feb 17, 2026
Ballast Asset Management, LP History Reduced 181,678 3,744 1.77% 1.94% 28 -6,172 -3.29% Q4 2025 Feb 09, 2026
GOLDMAN SACHS GROUP INC History Added to 178,546 3,679 0.0% 0.0% 29 +51,642 40.69% Q4 2025 Mar 25, 2026
SEI INVESTMENTS CO History Added to 167,192 3,445 0.0% 0.0% 30 +56,319 50.8% Q4 2025 Feb 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 159,520 3,287 0.01% 0.01% 31 0 0.0% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Added to 157,527 3,246 0.0% 0.0% 32 +8,422 5.65% Q4 2025 Feb 06, 2026
CITADEL ADVISORS LLC History Added to 149,566 3,082 0.0% 0.0% 33 +1,178 0.79% Q4 2025 Feb 17, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History Added to 144,827 2,984 0.22% 0.17% 34 +48,577 50.47% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Added to 143,476 2,957 0.0% 0.0% 35 +60,776 73.49% Q4 2025 Feb 17, 2026
Waterfront Wealth Inc. History Added to 141,766 2,868 0.54% 0.33% 36 +63,611 81.39% Q4 2025 Jan 27, 2026
Skandinaviska Enskilda Banken AB (publ) History Added to 134,698 2,776 0.01% 0.01% 37 +2,024 1.53% Q4 2025 Feb 12, 2026
Verition Fund Management LLC History Added to 114,248 2,354 0.01% 0.01% 38 +37,066 48.02% Q4 2025 Feb 13, 2026
GSA CAPITAL PARTNERS LLP History Added to 112,123 2,311 0.2% 0.04% 39 +92,436 469.53% Q4 2025 Feb 06, 2026
Div Capital Phoenix Assets Ltd History New 111,000 2,287 0.58% 40 +111,000 New Q4 2025 Feb 12, 2026
Susquehanna Portfolio Strategies, LLC History Added to 107,900 2,223 0.03% 0.03% 41 +21,275 24.56% Q4 2025 Feb 17, 2026
XTX Topco Ltd History New 107,316 2,211 0.06% 42 +107,316 New Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 99,712 2,055 0.0% 0.0% 43 -127,447 -56.1% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 98,336 2,026 0.0% 0.0% 44 +11,379 13.09% Q4 2025 Feb 13, 2026
Y-Intercept (Hong Kong) Ltd History Added to 94,819 1,954 0.04% 0.03% 45 +44,531 88.55% Q4 2025 Feb 13, 2026
Engineers Gate Manager LP History Reduced 94,384 1,945 0.02% 0.03% 46 -19,441 -17.08% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 83,040 1,711 0.0% 0.0% 47 0 0.0% Q4 2025 Feb 12, 2026
US BANCORP \DE\ History Reduced 79,225 1,632 0.0% 0.0% 48 -11,292 -12.48% Q4 2025 Jan 30, 2026
HRT FINANCIAL LP History New 76,800 1,582 0.0% 49 +76,800 New Q4 2025 Feb 12, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 73,878 1,522 0.01% 0.01% 50 0 0.0% Q4 2025 Feb 10, 2026
Black Creek Investment Management Inc. History Added to 72,733 1,499 0.07% 0.07% 51 +8,000 12.36% Q4 2025 Feb 13, 2026
BlackRock, Inc. History Added to 72,322 1,490 0.0% 0.0% 52 +22,349 44.72% Q4 2025 Feb 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 72,081 1,485 0.0% 0.0% 53 -40,876 -36.19% Q4 2025 Feb 17, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 71,416 1,471 0.02% 0.02% 54 +12,958 22.17% Q4 2025 Feb 17, 2026
State of Tennessee, Department of Treasury History No change 74,963 1,437 0.0% 0.01% 55 0 0.0% Q4 2025 Feb 18, 2026
Trexquant Investment LP History New 66,721 1,375 0.01% 56 +66,721 New Q4 2025 Feb 17, 2026
Federation des caisses Desjardins du Quebec History Reduced 58,900 1,213 0.0% 0.01% 57 -14,475 -19.73% Q4 2025 Feb 12, 2026
Orchard Capital Management, LLC History Added to 57,293 1,180 1.02% 1.1% 58 +742 1.31% Q4 2025 Feb 12, 2026
Amundi History New 56,212 1,158 0.0% 59 +56,212 New Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 54,349 1,120 0.0% 0.0% 60 -13,831 -20.29% Q4 2025 Feb 10, 2026
Pathstone Holdings, LLC History New 53,091 1,094 0.0% 61 +53,091 New Q4 2025 Feb 13, 2026
Vestmark Advisory Solutions, Inc. History New 46,758 963 0.01% 62 +46,758 New Q4 2025 Feb 06, 2026
KBC Group NV History No change 45,000 927 0.0% 0.0% 63 0 0.0% Q4 2025 Jan 26, 2026
IMC-Chicago, LLC History Added to 43,000 886 0.0% 0.0% 64 +17,300 67.32% Q4 2025 Jan 29, 2026
MARSHALL WACE, LLP History Reduced 42,478 875 0.0% 0.0% 65 -171,882 -80.18% Q4 2025 Feb 13, 2026
Vinva Investment Management Ltd History New 26,817 824 0.01% 66 +26,817 New Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 38,032 783 0.0% 0.0% 67 +20,727 119.77% Q4 2025 Feb 13, 2026
CAXTON ASSOCIATES LLP History New 37,958 782 0.02% 68 +37,958 New Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 33,316 686 0.0% 0.0% 69 -16,692 -33.38% Q4 2025 Feb 09, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 32,964 679 0.01% 0.01% 70 +10,057 43.9% Q4 2025 Feb 02, 2026
DEUTSCHE BANK AG\ History Reduced 29,864 615 0.0% 0.0% 71 -14,920 -33.32% Q4 2025 Feb 11, 2026
GROUP ONE TRADING LLC History Added to 26,800 552 0.0% 0.0% 72 +16,830 168.81% Q4 2025 Feb 12, 2026
BAROMETER CAPITAL MANAGEMENT INC. History Added to 137,800 544 0.13% 0.03% 73 +132,932 2730.73% Q4 2025 Feb 12, 2026
Walleye Capital LLC History Reduced 26,029 536 0.0% 0.01% 74 -61,618 -70.3% Q4 2025 Feb 13, 2026
Invesco Ltd. History Added to 25,832 532 0.0% 0.0% 75 +5,568 27.48% Q4 2025 Feb 19, 2026
Quinn Opportunity Partners LLC History No change 25,504 525 0.02% 0.04% 76 0 0.0% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 25,024 515 0.0% 0.0% 77 +8,541 51.82% Q4 2025 Feb 13, 2026
Quadrature Capital Ltd History New 24,190 498 0.01% 78 +24,190 New Q4 2025 Feb 17, 2026
Janney Montgomery Scott LLC History New 23,838 491 0.0% 79 +23,838 New Q4 2025 Feb 11, 2026
STATE STREET CORP History Reduced 22,687 467 0.0% 0.0% 80 -354 -1.54% Q4 2025 Feb 13, 2026
LPL Financial LLC History Reduced 21,404 441 0.0% 0.0% 81 -1,007 -4.49% Q4 2025 Feb 11, 2026
CastleKnight Management LP History Reduced 21,300 438 0.01% 0.03% 82 -41,300 -65.97% Q4 2025 Feb 17, 2026
Balanced Rock Investment Advisors LLC History Reduced 20,394 420 0.3% 0.37% 83 -2,118 -9.41% Q4 2025 Feb 13, 2026
Campbell & CO Investment Adviser LLC History Reduced 19,709 406 0.02% 0.05% 84 -9,451 -32.41% Q4 2025 Feb 12, 2026
Crossmark Global Holdings, Inc. History Added to 18,724 385 0.01% 0.01% 85 +28 0.15% Q4 2025 Feb 03, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 18,583 383 0.0% 0.0% 86 -5,377 -22.44% Q4 2025 Feb 18, 2026
Pale Fire Capital SE History New 18,097 372 0.02% 87 +18,097 New Q4 2025 Feb 13, 2026
BESSEMER GROUP INC History Added to 16,288 336 0.0% 0.0% 88 +16,059 7012.66% Q4 2025 Feb 05, 2026
Headlands Technologies LLC History Added to 16,101 331 0.03% 0.02% 89 +4,094 34.1% Q4 2025 Feb 13, 2026
State of Wyoming History Added to 13,945 287 0.03% 0.03% 90 +1,311 10.38% Q4 2025 Feb 11, 2026
Vident Advisory, LLC History Added to 12,907 266 0.0% 0.0% 92 +3,294 34.27% Q4 2025 Feb 18, 2026
BANQUE PICTET & CIE SA History Reduced 12,938 266 0.0% 0.0% 91 -3,038 -19.02% Q4 2025 Jan 16, 2026
TWO SIGMA SECURITIES, LLC History Reduced 12,504 257 0.04% 0.05% 93 -1,798 -12.57% Q4 2025 Feb 17, 2026
FEDERATED HERMES, INC. History Reduced 12,000 247 0.0% 0.0% 94 -1,200 -9.09% Q4 2025 Feb 12, 2026
MML INVESTORS SERVICES, LLC History Added to 11,916 245 0.0% 0.0% 95 +1,446 13.81% Q4 2025 Feb 13, 2026
Heron Bay Capital Management History New 11,753 242 0.05% 96 +11,753 New Q4 2025 Feb 13, 2026
State of New Jersey Common Pension Fund D History No change 11,712 241 0.0% 0.0% 97 0 0.0% Q4 2025 Jan 30, 2026
Centurion Wealth Management LLC History No change 11,250 231 0.05% 0.06% 98 0 0.0% Q4 2025 Jan 14, 2026
Woodline Partners LP History New 11,053 227 0.0% 99 +11,053 New Q4 2025 Feb 17, 2026
ExodusPoint Capital Management, LP History New 10,418 214 0.0% 100 +10,418 New Q4 2025 Feb 17, 2026
Aquatic Capital Management LLC History Added to 10,189 209 0.01% 0.0% 101 +9,518 1418.48% Q4 2025 Feb 17, 2026
ASSETMARK, INC History Added to 8,923 183 0.0% 0.0% 102 +629 7.58% Q4 2025 Jan 23, 2026
Global Retirement Partners, LLC History Added to 7,331 151 0.0% 0.0% 103 +6,524 808.43% Q4 2025 Feb 06, 2026
FNY Investment Advisers, LLC History New 5,160 106 0.03% 104 +5,160 New Q4 2025 Jan 16, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 2,361 48 0.0% 0.0% 105 -555 -19.03% Q4 2025 Feb 05, 2026
Blue Trust, Inc. History Reduced 2,351 48 0.0% 0.0% 106 -46 -1.92% Q4 2025 Jan 16, 2026
ROYAL BANK OF CANADA History New 2,034 43 0.0% 107 +2,034 New Q4 2025 Feb 17, 2026
RHUMBLINE ADVISERS History Reduced 2,095 43 0.0% 0.0% 108 -185 -8.11% Q4 2025 Feb 13, 2026
Rockefeller Capital Management L.P. History Added to 1,446 29 0.0% 0.0% 109 +940 185.77% Q4 2025 Mar 16, 2026
Parallel Advisors, LLC History Reduced 901 18 0.0% 0.0% 111 -1,180 -56.7% Q4 2025 Feb 11, 2026
Tower Research Capital LLC (TRC) History Reduced 877 18 0.0% 0.0% 110 -164 -15.75% Q4 2025 Feb 17, 2026
Covestor Ltd History Reduced 684 14 0.01% 0.02% 112 -1,079 -61.2% Q4 2025 Feb 06, 2026
OSAIC HOLDINGS, INC. History Reduced 675 13 0.0% 0.0% 113 -906 -57.31% Q4 2025 Feb 17, 2026
WealthCollab, LLC History Added to 554 11 0.0% 0.0% 114 +497 871.93% Q4 2025 Jan 27, 2026
NewEdge Advisors, LLC History Added to 501 10 0.0% 0.0% 115 +130 35.04% Q4 2025 Feb 18, 2026
GAMMA Investing LLC History Reduced 472 9 0.0% 0.0% 116 -189 -28.59% Q4 2025 Jan 05, 2026
Quarry LP History New 412 8 0.0% 117 +412 New Q4 2025 Feb 13, 2026
EverSource Wealth Advisors, LLC History Added to 365 7 0.0% 0.0% 119 +226 162.59% Q4 2025 Feb 06, 2026
Pinnacle Bancorp, Inc. History No change 366 7 0.0% 0.0% 118 0 0.0% Q4 2025 Jan 22, 2026
PRIVATE TRUST CO NA History Reduced 239 4 0.0% 0.0% 120 -396 -62.36% Q4 2025 Jan 26, 2026
Smartleaf Asset Management LLC History New 240 4 0.0% 122 +240 New Q4 2025 Feb 13, 2026
Farther Finance Advisors, LLC History New 200 4 0.0% 121 +200 New Q4 2025 Jan 23, 2026
Allworth Financial LP History New 155 3 0.0% 124 +155 New Q4 2025 Feb 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 173 3 0.0% 0.0% 123 -9 -4.95% Q4 2025 Feb 06, 2026
Roxbury Financial LLC History No change 150 3 0.0% 0.0% 125 0 0.0% Q4 2025 Jan 05, 2026
SIGNATUREFD, LLC History New 132 2 0.0% 126 +132 New Q4 2025 Jan 20, 2026
QUADRANT CAPITAL GROUP LLC History New 108 2 0.0% 128 +108 New Q4 2025 Feb 13, 2026
Clean Yield Group History No change 100 2 0.0% 0.0% 127 0 0.0% Q4 2025 Jan 26, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 60 1 0.0% 0.0% 132 -7,748 -99.23% Q4 2025 Feb 10, 2026
CITIGROUP INC History New 76 1 0.0% 130 +76 New Q4 2025 Feb 13, 2026
CVA Family Office, LLC History New 53 1 0.0% 134 +53 New Q4 2025 Jan 12, 2026
IMA Advisory Services, Inc. History New 49 1 0.0% 133 +49 New Q4 2025 Feb 11, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 86 1 0.0% 0.0% 129 -37 -30.08% Q4 2025 Feb 17, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 88 1 0.0% 0.0% 131 0 0.0% Q4 2025 Feb 10, 2026
WPG Advisers, LLC History No change 53 1 0.0% 0.0% 135 0 0.0% Q4 2025 Jan 28, 2026
CADIAN CAPITAL MANAGEMENT, LP History Closed out 0 0 3.33% -2,475,961 -100.0% Q3 2025 Nov 14, 2025
WELLINGTON MANAGEMENT GROUP LLP History Closed out 0 0 0.0% -418,007 -100.0% Q3 2025 Nov 14, 2025
STATE OF WISCONSIN INVESTMENT BOARD History Closed out 0 0 0.02% -413,087 -100.0% Q3 2025 Nov 14, 2025
CANNELL CAPITAL LLC History Closed out 0 0 1.13% -328,543 -100.0% Q3 2025 Nov 14, 2025
ROYCE & ASSOCIATES LP History Closed out 0 0 0.06% -284,538 -100.0% Q3 2025 Nov 12, 2025
Intrinsic Edge Capital Management LLC History Closed out 0 0 0.56% -178,328 -100.0% Q3 2025 Nov 12, 2025
Sanctuary Advisors, LLC History Closed out 0 0 0.01% -33,149 -100.0% Q3 2025 Jan 13, 2026
FOX RUN MANAGEMENT, L.L.C. History Closed out 0 0 0.09% -24,466 -100.0% Q3 2025 Nov 12, 2025
Handelsbanken Fonder AB History Closed out 0 0 0.0% -12,600 -100.0% Q3 2025 Nov 12, 2025
STIFEL FINANCIAL CORP History Closed out 0 0 0.0% -12,590 -100.0% Q3 2025 Nov 12, 2025
Bayesian Capital Management, LP History Closed out 0 0 0.06% -12,400 -100.0% Q3 2025 Nov 14, 2025
AIGEN INVESTMENT MANAGEMENT, LP History Closed out 0 0 0.04% -11,239 -100.0% Q3 2025 Nov 14, 2025
NATIXIS ADVISORS, LLC History Closed out 0 0 0.0% -11,197 -100.0% Q3 2025 Nov 13, 2025
Atria Investments, Inc History Closed out 0 0 0.0% -11,075 -100.0% Q3 2025 Nov 06, 2025
Numerai GP LLC History Closed out 0 0 0.03% -9,776 -100.0% Q3 2025 Nov 14, 2025
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Closed out 0 0 0.0% -8,919 -100.0% Q3 2025 Nov 14, 2025
SG Americas Securities, LLC History Closed out 0 0 0.0% -6,444 -100.0% Q3 2025 Oct 23, 2025
Legal & General Group Plc History Closed out 0 0 0.0% -1,356 -100.0% Q3 2025 Nov 13, 2025
Groupe la Francaise History Closed out 0 0 0.0% -1,300 -100.0% Q3 2025 Nov 13, 2025
Frazier Financial Advisors, LLC History Closed out 0 0 0.01% -1,066 -100.0% Q3 2025 Oct 31, 2025
MATHER GROUP, LLC. History Closed out 0 0 0.0% -795 -100.0% Q3 2025 Oct 21, 2025
Caitong International Asset Management Co., Ltd History Closed out 0 0 0.01% -768 -100.0% Q3 2025 Nov 19, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -616 -100.0% Q3 2025 Nov 12, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -352 -100.0% Q3 2025 Nov 18, 2025
BROWN BROTHERS HARRIMAN & CO History Closed out 0 0 0.0% -198 -100.0% Q3 2025 Nov 13, 2025
Aventura Private Wealth, LLC History Closed out 0 0 0.0% -81 -100.0% Q3 2025 Jan 07, 2026
Stone House Investment Management, LLC History Closed out 0 0 0.0% -48 -100.0% Q3 2025 Oct 27, 2025
Signature Equity Partners, LLC History New 47 0 +47 New Q4 2025 Feb 17, 2026
Larson Financial Group LLC History New 24 0 +24 New Q4 2025 Feb 06, 2026
Retirement Wealth Solutions LLC History Added to 20 0 +15 300.0% Q4 2025 Jan 07, 2026
MONTAG A & ASSOCIATES INC History Closed out 0 0 -12 -100.0% Q3 2025 Nov 12, 2025
Wilmington Savings Fund Society, FSB History New 8 0 +8 New Q4 2025 Feb 12, 2026
Transamerica Financial Advisors, LLC History Reduced 35 0 -6 -14.63% Q4 2025 Feb 13, 2026
MANNING & NAPIER ADVISORS LLC History New 5 0 +5 New Q4 2025 Feb 03, 2026
Bear Mountain Capital, Inc. History Closed out 0 0 -5 -100.0% Q3 2025 Nov 12, 2025
HUNTINGTON NATIONAL BANK History New 4 0 +4 New Q4 2025 Feb 09, 2026
HARBOUR INVESTMENTS, INC. History No change 46 0 0.0% 0 0.0% Q4 2025 Feb 09, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 19 0 0 0.0% Q4 2025 Feb 06, 2026
TD Waterhouse Canada Inc. History No change 43 0 0 0.0% Q4 2025 Jan 27, 2026