dLocal Ltd - DLO

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

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
GENERAL ATLANTIC, L.P. History No change 46,656,695 659,725 22.97% 20.0% 1 0 0.0% Q4 2025 Feb 17, 2026
BANK OF AMERICA CORP /DE/ History Reduced 4,059,822 57,405 0.0% 0.01% 2 -1,187,110 -22.62% Q4 2025 Feb 17, 2026
Cria, Inc. History New 4,000,000 56,560 33.72% 3 +4,000,000 New Q4 2025 Feb 17, 2026
Ribbit Management Company, LLC History No change 3,891,900 55,031 2.73% 2.64% 4 0 0.0% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History Added to 3,662,772 51,791 0.05% 0.04% 5 +582,718 18.92% Q4 2025 Feb 13, 2026
BAILLIE GIFFORD & CO History Added to 2,996,660 42,372 0.04% 0.03% 6 +326,537 12.23% Q4 2025 Jan 23, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 2,822,039 39,903 0.0% 0.01% 7 -634,014 -18.35% Q4 2025 Feb 17, 2026
MORGAN STANLEY History Added to 2,080,513 29,418 0.0% 0.0% 8 +99,790 5.04% Q4 2025 Feb 13, 2026
D. E. Shaw & Co., Inc. History Added to 2,076,448 29,360 0.02% 0.01% 9 +249,146 13.63% Q4 2025 Feb 17, 2026
Paradice Investment Management LLC History Added to 1,943,360 27,479 5.35% 3.22% 10 +938,938 93.48% Q4 2025 Jan 28, 2026
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. History New 1,913,998 27,063 3.56% 11 +1,913,998 New Q4 2025 Feb 20, 2026
Fourth Sail Capital LP History Added to 1,823,873 25,789 4.14% 4.06% 12 +645,873 54.83% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 1,651,651 23,354 0.03% 0.04% 13 -80,489 -4.65% Q4 2025 Feb 17, 2026
JANE STREET GROUP, LLC History Reduced 1,569,879 22,198 0.0% 0.01% 14 -4,601,824 -74.56% Q4 2025 Feb 12, 2026
Azora Capital LP History New 1,547,965 21,888 1.38% 15 +1,547,965 New Q4 2025 Feb 17, 2026
Jain Global LLC History New 1,491,172 21,085 0.1% 16 +1,491,172 New Q4 2025 Feb 17, 2026
CITADEL ADVISORS LLC History Reduced 1,362,487 19,265 0.0% 0.01% 17 -1,563,057 -53.43% Q4 2025 Feb 17, 2026
Tikvah Management LLC History No change 1,248,322 17,651 4.72% 5.26% 18 0 0.0% Q4 2025 Feb 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 1,174,900 16,613 0.03% 0.02% 19 -84,000 -6.67% Q4 2025 Feb 12, 2026
AMERIPRISE FINANCIAL INC History Added to 1,167,039 16,501 0.0% 0.0% 20 +19,263 1.68% Q4 2025 Feb 17, 2026
Summit Trail Advisors, LLC History No change 940,820 13,303 0.23% 0.19% 21 0 0.0% Q4 2025 Feb 17, 2026
Bond Capital Management, LP History No change 927,500 13,114 12.76% 6.41% 22 0 0.0% Q4 2025 Feb 12, 2026
TB Capital Gestao de Recursos Ltda. History Added to 923,768 13,062 7.79% 7.97% 23 +198,055 27.29% Q4 2025 Feb 17, 2026
ALKEON CAPITAL MANAGEMENT LLC History No change 823,837 11,649 0.02% 0.02% 24 0 0.0% Q4 2025 Feb 17, 2026
SIMPLEX TRADING, LLC History Added to 819,800 11,591 0.01% 0.0% 25 +172,974 26.74% Q4 2025 Feb 11, 2026
IMC-Chicago, LLC History Reduced 810,173 11,455 0.0% 0.01% 26 -233,819 -22.4% Q4 2025 Jan 29, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 630,248 8,911 0.0% 0.01% 27 -1,407,162 -69.07% Q4 2025 Feb 17, 2026
TUDOR INVESTMENT CORP ET AL History Added to 603,719 8,536 0.02% 37.41% 28 +39,366 6.98% Q4 2025 Feb 17, 2026
HRT FINANCIAL LP History Reduced 593,248 8,388 0.03% 0.04% 29 -256,667 -30.2% Q4 2025 Feb 12, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 592,833 8,382 0.0% 0.0% 30 +93,110 18.63% Q4 2025 Feb 10, 2026
GROUP ONE TRADING LLC History Reduced 583,594 8,252 0.01% 0.02% 31 -255,462 -30.45% Q4 2025 Feb 12, 2026
Holocene Advisors, LP History Reduced 533,073 7,537 0.02% 0.04% 32 -816,292 -60.49% Q4 2025 Feb 17, 2026
Lane Generational LLC History Added to 507,257 7,172 6.5% 5.99% 33 +1,811 0.36% Q4 2025 Feb 12, 2026
Proem Advisors LLC History Reduced 500,000 7,070 0.8% 0.87% 34 -75,000 -13.04% Q4 2025 Feb 04, 2026
NOMURA HOLDINGS INC History New 499,900 7,068 0.01% 35 +499,900 New Q4 2025 Feb 17, 2026
Trexquant Investment LP History Added to 476,187 6,733 0.06% 0.04% 36 +219,238 85.32% Q4 2025 Feb 17, 2026
POLEN CAPITAL MANAGEMENT LLC History Reduced 466,809 6,600 0.03% 0.03% 37 -232,570 -33.25% Q4 2025 Feb 12, 2026
UBS Group AG History Added to 380,637 5,382 0.0% 0.0% 38 +81,503 27.25% Q4 2025 Jan 29, 2026
TWO SIGMA ADVISERS, LP History Added to 330,500 4,673 0.01% 0.01% 39 +43,200 15.04% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 304,984 4,312 0.0% 0.0% 40 +31,584 11.55% Q4 2025 Feb 11, 2026
Walleye Trading LLC History Added to 257,400 3,639 0.01% 0.0% 41 +109,300 73.8% Q4 2025 Feb 13, 2026
PEAK6 LLC History Reduced 253,622 3,586 0.01% 0.01% 42 -32,125 -11.24% Q4 2025 Mar 12, 2026
MIRABELLA FINANCIAL SERVICES LLP History Added to 251,386 3,554 0.33% 0.19% 43 +100,044 66.1% Q4 2025 Feb 17, 2026
Qube Research & Technologies Ltd History Added to 235,671 3,332 0.0% 0.0% 44 +80,583 51.96% Q4 2025 Feb 17, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History New 210,000 2,969 0.72% 45 +210,000 New Q4 2025 Feb 02, 2026
SCHWARTZ INVESTMENT COUNSEL INC History No change 207,200 2,929 0.1% 0.1% 46 0 0.0% Q4 2025 Feb 04, 2026
SEVEN GRAND MANAGERS, LLC History No change 200,000 2,828 0.22% 0.23% 47 0 0.0% Q4 2025 Feb 10, 2026
J. Goldman & Co LP History Reduced 196,000 2,771 0.07% 0.49% 48 -1,158,400 -85.53% Q4 2025 Feb 17, 2026
Main Management ETF Advisors, LLC History Added to 179,307 2,535 0.09% 0.09% 49 +1,832 1.03% Q4 2025 Feb 10, 2026
BNP Paribas Asset Management Holding S.A. History New 174,661 2,470 0.0% 50 +174,661 New Q4 2025 Feb 13, 2026
STATE STREET CORP History Added to 171,431 2,424 0.0% 0.0% 51 +5,035 3.03% Q4 2025 Feb 13, 2026
Maxi Investments CY Ltd History Added to 167,000 2,361 0.43% 0.26% 52 +80,000 91.95% Q4 2025 Feb 03, 2026
GOLDMAN SACHS GROUP INC History Reduced 158,896 2,246 0.0% 0.0% 53 -146,496 -47.97% Q4 2025 Mar 25, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 154,038 2,178 0.0% 0.0% 54 +3,940 2.62% Q4 2025 Feb 09, 2026
Penserra Capital Management LLC History Added to 146,507 2,071 0.02% 0.02% 55 +35,109 31.52% Q4 2025 Feb 12, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 139,996 1,979 0.01% 0.01% 56 -111,719 -44.38% Q4 2025 Feb 17, 2026
Walleye Capital LLC History Reduced 127,204 1,798 0.01% 0.02% 57 -206,473 -61.88% Q4 2025 Feb 13, 2026
Quantbot Technologies LP History Reduced 100,323 1,418 0.05% 0.09% 58 -128,116 -56.08% Q4 2025 Feb 10, 2026
Ghisallo Capital Management LLC History Reduced 100,000 1,414 0.06% 0.12% 59 -150,000 -60.0% Q4 2025 Feb 17, 2026
VANGUARD GROUP INC History Added to 96,994 1,371 0.0% 0.0% 60 +27,146 38.86% Q4 2025 Jan 29, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 90,081 1,274 0.0% 0.0% 61 -4,474 -4.73% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Reduced 82,981 1,173 0.0% 0.02% 62 -740,319 -89.92% Q4 2025 Feb 17, 2026
Fieldview Capital Management, LLC History Added to 81,954 1,158 0.2% 0.16% 63 +12,676 18.3% Q4 2025 Feb 13, 2026
Capital World Investors History Added to 79,954 1,130 0.0% 0.0% 64 +653 0.82% Q4 2025 Feb 11, 2026
Eddie Patel Inc History New 79,246 1,120 0.83% 65 +79,246 New Q4 2025 Feb 17, 2026
PDT Partners, LLC History Reduced 78,400 1,108 0.07% 0.14% 66 -76,034 -49.23% Q4 2025 Feb 17, 2026
FirstWave Capital Management LLC History New 73,572 1,040 0.62% 67 +73,572 New Q4 2025 Feb 13, 2026
Squarepoint Ops LLC History Reduced 72,848 1,030 0.0% 0.0% 68 -112,582 -60.71% Q4 2025 Feb 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 66,535 940 0.0% 0.0% 69 -30,452 -31.4% Q4 2025 Feb 18, 2026
Yorktown Management & Research Co Inc History Added to 60,700 858 0.69% 0.47% 70 +19,200 46.27% Q4 2025 Jan 23, 2026
CORSAIR CAPITAL MANAGEMENT, L.P. History Added to 60,015 848 0.13% 0.14% 71 +15 0.03% Q4 2025 Feb 17, 2026
Parallax Volatility Advisers, L.P. History No change 60,000 848 0.0% 0.0% 72 0 0.0% Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 55,721 787 0.0% 0.02% 73 -935,812 -94.38% Q4 2025 Feb 17, 2026
Y-Intercept (Hong Kong) Ltd History New 53,574 757 0.02% 74 +53,574 New Q4 2025 Feb 13, 2026
Headlands Technologies LLC History Added to 51,102 722 0.06% 0.04% 75 +20,096 64.81% Q4 2025 Feb 13, 2026
State of Wyoming History Added to 48,103 680 0.07% 0.05% 76 +17,640 57.91% Q4 2025 Feb 11, 2026
Empirical Finance, LLC History New 46,177 652 0.03% 77 +46,177 New Q4 2025 Feb 12, 2026
EXCHANGE TRADED CONCEPTS, LLC History New 40,895 578 0.0% 78 +40,895 New Q4 2025 Jan 14, 2026
RBF Capital, LLC History Reduced 40,000 565 0.03% 0.03% 79 -14,000 -25.93% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Reduced 38,377 542 0.0% 0.0% 80 -3,783 -8.97% Q4 2025 Feb 12, 2026
Schonfeld Strategic Advisors LLC History Reduced 37,957 536 0.0% 0.0% 81 -1,444 -3.66% Q4 2025 Feb 17, 2026
WINTON GROUP Ltd History Reduced 37,843 535 0.02% 0.03% 82 -18,557 -32.9% Q4 2025 Feb 11, 2026
DODGE & COX History No change 36,700 518 0.0% 0.0% 83 0 0.0% Q4 2025 Feb 13, 2026
Counterpoint Mutual Funds LLC History New 35,560 502 0.04% 84 +35,560 New Q4 2025 Feb 12, 2026
&PARTNERS History Added to 35,047 494 0.0% 0.0% 85 +202 0.58% Q4 2025 Feb 17, 2026
Aquatic Capital Management LLC History Reduced 34,719 490 0.01% 0.01% 86 -6,225 -15.2% Q4 2025 Feb 17, 2026
Elm Partners Management LLC History New 32,000 452 0.02% 87 +32,000 New Q4 2025 Feb 10, 2026
Invesco Ltd. History Added to 31,859 450 0.0% 0.0% 88 +471 1.5% Q4 2025 Feb 19, 2026
OSAIC HOLDINGS, INC. History Added to 30,064 425 0.0% 0.0% 89 +15,951 113.02% Q4 2025 Feb 17, 2026
HighTower Advisors, LLC History Added to 29,353 415 0.0% 0.0% 90 +9,043 44.52% Q4 2025 Feb 06, 2026
CITIGROUP INC History Reduced 28,129 397 0.0% 0.0% 91 -135,406 -82.8% Q4 2025 Feb 13, 2026
GSA CAPITAL PARTNERS LLP History New 27,487 389 0.03% 92 +27,487 New Q4 2025 Feb 06, 2026
SummitTX Capital, L.P. History New 27,334 386 0.01% 93 +27,334 New Q4 2025 Feb 17, 2026
Vident Advisory, LLC History Added to 25,943 366 0.0% 0.0% 94 +2,142 9.0% Q4 2025 Feb 18, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Reduced 22,506 316 0.0% 0.0% 95 -2,287 -9.22% Q4 2025 Feb 03, 2026
BARCLAYS PLC History Added to 21,803 308 0.0% 0.0% 96 +21,732 30608.45% Q4 2025 Feb 13, 2026
Verition Fund Management LLC History Reduced 20,952 296 0.0% 0.0% 97 -4,578 -17.93% Q4 2025 Feb 13, 2026
Legal & General Group Plc History Added to 20,360 287 0.0% 0.0% 98 +2,424 13.51% Q4 2025 Feb 09, 2026
Krane Funds Advisors LLC History Reduced 20,367 287 0.01% 0.01% 99 -476 -2.28% Q4 2025 Feb 11, 2026
Mariner, LLC History Added to 20,285 286 0.0% 0.0% 100 +3,200 18.73% Q4 2025 Feb 13, 2026
FOX RUN MANAGEMENT, L.L.C. History Reduced 20,099 284 0.04% 0.07% 101 -11,978 -37.34% Q4 2025 Feb 11, 2026
Sunbelt Securities, Inc. History Added to 20,150 284 0.02% 0.02% 102 +500 2.54% Q4 2025 Feb 20, 2026
ROYAL BANK OF CANADA History New 19,940 282 0.0% 103 +19,940 New Q4 2025 Feb 17, 2026
SBI Securities Co., Ltd. History Reduced 19,854 280 0.01% 0.01% 104 -509 -2.5% Q4 2025 Feb 03, 2026
Cetera Investment Advisers History Reduced 19,404 274 0.0% 0.0% 105 -19,543 -50.18% Q4 2025 Feb 17, 2026
CAPITAL FUND MANAGEMENT S.A. History New 18,491 261 0.0% 106 +18,491 New Q4 2025 Feb 17, 2026
PharVision Advisers, LLC History Reduced 16,889 238 0.12% 0.23% 107 -12,162 -41.86% Q4 2025 Feb 17, 2026
Tidal Investments LLC History New 16,814 237 0.0% 108 +16,814 New Q4 2025 Feb 13, 2026
Stirlingshire Investments, Inc. History New 16,607 234 0.21% 109 +16,607 New Q4 2025 Feb 11, 2026
Advyzon Investment Management, LLC History Added to 15,425 218 0.03% 0.03% 110 +2,053 15.35% Q4 2025 Feb 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 14,839 209 0.0% 0.0% 111 -914 -5.8% Q4 2025 Feb 10, 2026
Brooklyn Investment Group History New 13,992 198 0.01% 112 +13,992 New Q4 2025 Feb 12, 2026
LPL Financial LLC History New 13,857 195 0.0% 113 +13,857 New Q4 2025 Feb 11, 2026
Triasima Portfolio Management inc. History Added to 11,823 167 0.03% 0.02% 114 +233 2.01% Q4 2025 Feb 02, 2026
TRANSCEND CAPITAL ADVISORS, LLC History New 11,810 166 0.01% 115 +11,810 New Q4 2025 Jan 23, 2026
JT Stratford LLC History New 10,561 149 0.02% 116 +10,561 New Q4 2025 Feb 12, 2026
Moors & Cabot, Inc. History New 10,305 145 0.01% 117 +10,305 New Q4 2025 Feb 10, 2026
Phoenix Financial Ltd. History New 10,126 143 0.0% 118 +10,126 New Q4 2025 Feb 05, 2026
CWM, LLC History No change 10,000 141 0.0% 0.0% 119 0 0.0% Q4 2025 Jan 26, 2026
SG Americas Securities, LLC History Reduced 9,599 136 0.0% 0.0% 120 -10,931 -53.24% Q4 2025 Jan 09, 2026
Federation des caisses Desjardins du Quebec History Added to 7,600 107 0.0% 0.0% 121 +400 5.56% Q4 2025 Feb 12, 2026
Kestra Advisory Services, LLC History New 6,702 94 0.0% 122 +6,702 New Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Reduced 5,374 75 0.0% 0.0% 123 -1,351,432 -99.6% Q4 2025 Feb 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 4,884 69 0.0% 0.0% 124 +68 1.41% Q4 2025 Feb 17, 2026
Parvin Asset Management, LLC History No change 4,900 69 0.05% 0.06% 125 0 0.0% Q4 2025 Feb 17, 2026
Caitong International Asset Management Co., Ltd History Added to 3,652 51 0.01% 0.01% 126 +2,801 329.14% Q4 2025 Mar 03, 2026
Caption Management, LLC History Reduced 3,081 43 0.0% 0.0% 127 -9,007 -74.51% Q4 2025 Feb 17, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History New 2,800 39 0.01% 128 +2,800 New Q4 2025 Feb 17, 2026
Pinnacle Wealth Planning Services, Inc. History New 2,322 32 0.0% 129 +2,322 New Q4 2025 Feb 13, 2026
IFP Advisors, Inc History Added to 1,904 26 0.0% 0.0% 130 +90 4.96% Q4 2025 Feb 06, 2026
Triumph Capital Management History New 1,331 18 0.0% 131 +1,331 New Q4 2025 Feb 12, 2026
Rockefeller Capital Management L.P. History Reduced 1,295 18 0.0% 0.0% 132 -500 -27.86% Q4 2025 Mar 16, 2026
Quarry LP History Reduced 1,141 16 0.0% 0.01% 133 -3,677 -76.32% Q4 2025 Feb 13, 2026
HARBOUR INVESTMENTS, INC. History No change 1,000 14 0.0% 0.0% 134 0 0.0% Q4 2025 Feb 09, 2026
Stone House Investment Management, LLC History No change 1,000 14 0.0% 0.0% 135 0 0.0% Q4 2025 Jan 21, 2026
NewEdge Advisors, LLC History Reduced 715 10 0.0% 0.0% 136 -172 -19.39% Q4 2025 Feb 18, 2026
Atlantic Edge Private Wealth Management, LLC History New 500 7 0.0% 139 +500 New Q4 2025 Jan 27, 2026
Y.D. More Investments Ltd History Reduced 532 7 0.0% 0.0% 138 -497 -48.3% Q4 2025 Jan 21, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 550 7 0.0% 0.0% 137 +93 20.35% Q4 2025 Jan 26, 2026
Smartleaf Asset Management LLC History New 213 3 0.0% 141 +213 New Q4 2025 Feb 13, 2026
Larson Financial Group LLC History Added to 262 3 0.0% 0.0% 140 +54 25.96% Q4 2025 Feb 06, 2026
NATIONAL BANK OF CANADA /FI/ History New 140 1 0.0% 142 +140 New Q4 2025 Feb 17, 2026
Key FInancial Inc History New 134 1 0.0% 143 +134 New Q4 2025 Feb 09, 2026
Farther Finance Advisors, LLC History New 113 1 0.0% 145 +113 New Q4 2025 Jan 23, 2026
PayPay Securities Corp History Added to 83 1 0.03% 144 +15 22.06% Q4 2025 Jan 26, 2026
Burkehill Global Management, LP History Closed out 0 0 0.24% -300,000 -100.0% Q3 2025 Nov 14, 2025
TORONTO DOMINION BANK History Closed out 0 0 0.01% -285,633 -100.0% Q3 2025 Nov 14, 2025
Fort Baker Capital Management LP History Closed out 0 0 0.4% -175,000 -100.0% Q3 2025 Nov 14, 2025
NORTHERN TRUST CORP History Closed out 0 0 0.0% -109,836 -100.0% Q3 2025 Nov 14, 2025
DnB Asset Management AS History Closed out 0 0 0.0% -79,674 -100.0% Q3 2025 Nov 12, 2025
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) History Closed out 0 0 0.18% -78,152 -100.0% Q3 2025 Feb 13, 2026
Scientech Research LLC History Closed out 0 0 0.29% -57,725 -100.0% Q3 2025 Nov 14, 2025
Empowered Funds, LLC History Closed out 0 0 0.01% -53,277 -100.0% Q3 2025 Nov 13, 2025
Centiva Capital, LP History Closed out 0 0 0.01% -44,255 -100.0% Q3 2025 Nov 14, 2025
OMERS ADMINISTRATION Corp History Closed out 0 0 0.0% -41,200 -100.0% Q3 2025 Nov 14, 2025
Itau Unibanco Holding S.A. History Closed out 0 0 0.02% -40,973 -100.0% Q3 2025 Nov 12, 2025
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Closed out 0 0 0.02% -38,460 -100.0% Q3 2025 Nov 14, 2025
Engineers Gate Manager LP History Closed out 0 0 0.01% -38,310 -100.0% Q3 2025 Nov 14, 2025
Longaeva Partners L.P. History Closed out 0 0 0.08% -37,500 -100.0% Q3 2025 Nov 14, 2025
Susquehanna Portfolio Strategies, LLC History Closed out 0 0 0.01% -32,340 -100.0% Q3 2025 Nov 14, 2025
Apollon Wealth Management, LLC History Closed out 0 0 0.01% -27,674 -100.0% Q3 2025 Oct 17, 2025
Virtu Financial LLC History Closed out 0 0 0.01% -13,163 -100.0% Q3 2025 Nov 14, 2025
INSIGNEO ADVISORY SERVICES, LLC History Closed out 0 0 0.01% -12,155 -100.0% Q3 2025 Nov 12, 2025
R Squared Ltd History Closed out 0 0 0.07% -11,204 -100.0% Q3 2025 Nov 12, 2025
Advisory Services Network, LLC History Closed out 0 0 0.0% -7,200 -100.0% Q3 2025 Nov 18, 2025
Wealthspire Advisors, LLC History Closed out 0 0 0.0% -3,640 -100.0% Q3 2025 Nov 14, 2025
SUMMIT SECURITIES GROUP LLC History Closed out 0 0 0.01% -2,244 -100.0% Q3 2025 Nov 13, 2025
Global Retirement Partners, LLC History Closed out 0 0 0.0% -2,000 -100.0% Q3 2025 Oct 21, 2025
Tower Research Capital LLC (TRC) History Closed out 0 0 0.0% -709 -100.0% Q3 2025 Nov 14, 2025
Bare Financial Services, Inc History New 30 0 +30 New Q4 2025 Feb 06, 2026
Steward Partners Investment Advisory, LLC History Closed out 0 0 -25 -100.0% Q3 2025 Nov 12, 2025
Allworth Financial LP History New 6 0 +6 New Q4 2025 Feb 05, 2026
Parkside Financial Bank & Trust History No change 35 0 0 0.0% Q4 2025 Feb 13, 2026
Russell Investments Group, Ltd. History No change 53 0 0 0.0% Q4 2025 Feb 17, 2026
Activest Wealth Management History No change 1 0 0 0.0% Q4 2025 Jan 30, 2026
GAMMA Investing LLC History No change 24 0 0 0.0% Q4 2025 Jan 05, 2026
Noble Wealth Management PBC History No change 10 0 0 0.0% Q4 2025 Jan 05, 2026