FIRST ADVANTAGE CORP - FA

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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
Silver Lake Group, L.L.C. History No change 89,557,840 1,301,275 25.87% 26.84% 1 0 0.0% Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 13,954,320 202,757 0.02% 0.02% 2 +572,580 4.28% Q4 2025 Feb 17, 2026
Capital World Investors History Added to 9,098,714 132,204 0.02% 0.02% 3 +780,200 9.38% Q4 2025 Feb 11, 2026
VANGUARD GROUP INC History Reduced 7,506,025 109,062 0.0% 0.0% 4 -107,943 -1.42% Q4 2025 Jan 29, 2026
FMR LLC History Reduced 7,459,253 108,382 0.01% 0.01% 5 -702,842 -8.61% Q4 2025 Feb 17, 2026
ALLIANCEBERNSTEIN L.P. History Added to 6,788,245 98,633 0.03% 0.03% 6 +562,420 9.03% Q4 2025 Feb 17, 2026
BlackRock, Inc. History Added to 5,829,207 84,698 0.0% 0.0% 7 +47,302 0.82% Q4 2025 Feb 12, 2026
Capital Research Global Investors History Reduced 4,864,471 70,680 0.01% 0.01% 8 -16,389 -0.34% Q4 2025 Feb 11, 2026
BAMCO INC /NY/ History No change 3,750,173 54,490 0.15% 0.15% 9 0 0.0% Q4 2025 Feb 17, 2026
CAT ROCK CAPITAL MANAGEMENT LP History Added to 3,342,818 48,571 6.96% 5.83% 10 +274,449 8.94% Q4 2025 Feb 18, 2026
JPMORGAN CHASE & CO History Reduced 3,204,738 46,564 0.0% 0.0% 11 -110,412 -3.33% Q4 2025 Feb 11, 2026
Sunriver Management LLC History Added to 2,661,286 38,668 4.05% 3.93% 12 +310,672 13.22% Q4 2025 Feb 13, 2026
Boston Partners History Reduced 2,590,029 37,743 0.04% 0.05% 13 -285,850 -9.94% Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 2,196,217 31,915 0.01% 0.01% 14 -333,969 -13.2% Q4 2025 Feb 12, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 2,088,292 30,342 0.02% 0.02% 15 -421,248 -16.79% Q4 2025 Feb 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,039,006 29,632 0.0% 0.0% 16 +1,003 0.05% Q4 2025 Feb 09, 2026
STATE STREET CORP History Added to 1,843,953 26,792 0.0% 0.0% 17 +97,223 5.57% Q4 2025 Feb 13, 2026
PALISADE CAPITAL MANAGEMENT, LP History Added to 1,765,111 25,647 0.76% 0.7% 18 +79,664 4.73% Q4 2025 Feb 17, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History New 1,609,785 23,390 0.04% 19 +1,609,785 New Q4 2025 Feb 17, 2026
FRED ALGER MANAGEMENT, LLC History Reduced 1,545,640 22,458 0.09% 0.1% 20 -201,083 -11.51% Q4 2025 Feb 17, 2026
DIAMOND HILL CAPITAL MANAGEMENT INC History Reduced 1,425,166 20,707 0.11% 0.11% 21 -83,745 -5.55% Q4 2025 Feb 06, 2026
EMERALD ADVISERS, LLC History Reduced 1,309,933 19,033 0.59% 0.69% 22 -78,567 -5.66% Q4 2025 Feb 09, 2026
Onex Canada Asset Management Inc. History Added to 961,581 13,971 1.94% 1.5% 23 +189,434 24.53% Q4 2025 Feb 13, 2026
CORTLAND ASSOCIATES INC/MO History Reduced 935,704 13,596 1.72% 2.43% 24 -399,384 -29.91% Q4 2025 Jan 28, 2026
SG Americas Securities, LLC History Added to 777,275 11,294 0.01% 0.0% 25 +768,064 8338.55% Q4 2025 Jan 09, 2026
MORGAN STANLEY History Added to 673,970 9,792 0.0% 0.0% 26 +257,302 61.75% Q4 2025 Feb 13, 2026
EMERALD MUTUAL FUND ADVISERS TRUST History Reduced 672,716 9,774 0.48% 0.61% 27 -100,000 -12.94% Q4 2025 Feb 09, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 672,378 9,769 0.0% 0.0% 28 -200 -0.03% Q4 2025 Feb 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 663,563 9,641 0.01% 0.01% 29 +114,952 20.95% Q4 2025 Feb 12, 2026
NORTHERN TRUST CORP History Reduced 650,260 9,448 0.0% 0.0% 30 -95,841 -12.85% Q4 2025 Feb 17, 2026
JENNISON ASSOCIATES LLC History Reduced 633,878 9,210 0.01% 0.01% 31 -12,208 -1.89% Q4 2025 Jan 30, 2026
BANK OF AMERICA CORP /DE/ History Reduced 629,426 9,145 0.0% 0.0% 32 -52,330 -7.68% Q4 2025 Feb 17, 2026
Leith Wheeler Investment Counsel Ltd. History Added to 592,914 8,615 0.65% 0.55% 33 +68,609 13.09% Q4 2025 Feb 12, 2026
HERALD INVESTMENT MANAGEMENT Ltd History Added to 400,000 5,804 0.76% 0.75% 34 +35,000 9.59% Q4 2025 Feb 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 394,468 5,731 0.06% 0.12% 35 -323,224 -45.04% Q4 2025 Feb 10, 2026
BloombergSen Inc. History Added to 377,216 5,480 0.4% 0.25% 36 +110,892 41.64% Q4 2025 Feb 06, 2026
CenterBook Partners LP History Reduced 323,006 4,693 0.23% 0.3% 37 -73,695 -18.58% Q4 2025 Feb 11, 2026
UBS Group AG History Reduced 257,691 3,744 0.0% 0.0% 38 -202,975 -44.06% Q4 2025 Jan 29, 2026
NORTH STAR ASSET MANAGEMENT INC History Added to 253,661 3,685 0.15% 0.1% 39 +95,425 60.31% Q4 2025 Feb 09, 2026
GOLDMAN SACHS GROUP INC History Added to 241,233 3,505 0.0% 0.0% 40 +102,002 73.26% Q4 2025 Mar 25, 2026
Nuveen, LLC History Reduced 233,402 3,391 0.0% 0.0% 41 -3,972 -1.67% Q4 2025 Feb 12, 2026
Bank of New York Mellon Corp History Reduced 216,772 3,149 0.0% 0.0% 42 -58,012 -21.11% Q4 2025 Feb 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 204,159 2,966 0.0% 0.0% 43 -5,549 -2.65% Q4 2025 Feb 13, 2026
FIRST TRUST ADVISORS LP History Reduced 167,045 2,427 0.0% 0.0% 44 -52,941 -24.07% Q4 2025 Feb 13, 2026
Swiss National Bank History Added to 154,444 2,244 0.0% 0.0% 45 +2,900 1.91% Q4 2025 Feb 12, 2026
Verition Fund Management LLC History Added to 151,244 2,197 0.01% 0.01% 46 +54,140 55.75% Q4 2025 Feb 13, 2026
CI INVESTMENTS INC. History New 143,000 2,077 0.01% 47 +143,000 New Q4 2025 Feb 12, 2026
Invesco Ltd. History Added to 139,192 2,022 0.0% 0.0% 48 +13,554 10.79% Q4 2025 Feb 19, 2026
SEI INVESTMENTS CO History Added to 135,602 1,970 0.0% 0.0% 49 +16,001 13.38% Q4 2025 Feb 13, 2026
BLAIR WILLIAM & CO/IL History Reduced 132,829 1,930 0.01% 0.01% 50 -22,120 -14.28% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 123,523 1,794 0.0% 0.0% 51 +11,954 10.71% Q4 2025 Feb 13, 2026
Federation des caisses Desjardins du Quebec History Added to 106,100 1,541 0.01% 0.01% 52 +10,751 11.28% Q4 2025 Feb 12, 2026
Van Berkom & Associates Inc. History Added to 96,263 1,399 0.04% 0.04% 53 +11,030 12.94% Q4 2025 Feb 02, 2026
RHUMBLINE ADVISERS History Reduced 88,758 1,289 0.0% 0.0% 54 -13,795 -13.45% Q4 2025 Feb 13, 2026
WELLS FARGO & COMPANY/MN History Added to 87,343 1,269 0.0% 0.0% 55 +34,838 66.35% Q4 2025 Feb 13, 2026
Legal & General Group Plc History Reduced 75,017 1,089 0.0% 0.0% 56 -14,164 -15.88% Q4 2025 Feb 09, 2026
Olstein Capital Management, L.P. History Added to 74,000 1,075 0.22% 0.21% 57 +3,000 4.23% Q4 2025 Feb 03, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 71,641 1,040 0.0% 0.0% 58 -67 -0.09% Q4 2025 Feb 17, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 70,347 1,022 0.0% 0.0% 59 +543 0.78% Q4 2025 Jan 28, 2026
ROYAL BANK OF CANADA History New 67,947 987 0.0% 60 +67,947 New Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 67,815 985 0.0% 0.0% 61 +8,108 13.58% Q4 2025 Feb 11, 2026
Pathstone Holdings, LLC History New 64,956 943 0.0% 62 +64,956 New Q4 2025 Feb 13, 2026
CITADEL ADVISORS LLC History New 62,958 914 0.0% 63 +62,958 New Q4 2025 Feb 17, 2026
ExodusPoint Capital Management, LP History New 59,125 859 0.01% 64 +59,125 New Q4 2025 Feb 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 53,232 773 0.0% 65 +53,232 New Q4 2025 Feb 17, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 49,712 722 0.0% 0.0% 66 -7,230 -12.7% Q4 2025 Feb 10, 2026
MetLife Investment Management, LLC History No change 47,769 694 0.0% 0.0% 67 0 0.0% Q4 2025 Feb 12, 2026
Russell Investments Group, Ltd. History Reduced 43,911 638 0.0% 0.0% 68 -35,465 -44.68% Q4 2025 Feb 17, 2026
Man Group plc History Reduced 42,926 623 0.0% 0.0% 71 -82,255 -65.71% Q4 2025 Feb 17, 2026
Campbell & CO Investment Adviser LLC History Added to 42,929 623 0.03% 0.03% 70 +19,839 85.92% Q4 2025 Feb 12, 2026
NATIXIS ADVISORS, LLC History Added to 42,857 623 0.0% 0.0% 69 +6,416 17.61% Q4 2025 Feb 10, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 41,166 598 0.0% 0.0% 72 0 0.0% Q4 2025 Jan 27, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 39,143 568 0.0% 73 +39,143 New Q4 2025 Feb 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 36,814 534 0.0% 0.0% 74 +10 0.03% Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History No change 32,717 474 0.0% 0.0% 75 0 0.0% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History New 31,537 458 0.0% 76 +31,537 New Q4 2025 Feb 17, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History New 31,086 451 0.02% 77 +31,086 New Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 29,735 432 0.0% 0.0% 78 -4,455 -13.03% Q4 2025 Feb 10, 2026
PICTON MAHONEY ASSET MANAGEMENT History New 26,000 377 0.0% 79 +26,000 New Q4 2025 Feb 11, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 22,992 334 0.0% 0.0% 80 -29 -0.13% Q4 2025 Feb 17, 2026
CAXTON ASSOCIATES LLP History New 22,099 321 0.01% 81 +22,099 New Q4 2025 Feb 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 21,925 318 0.0% 0.0% 82 0 0.0% Q4 2025 Feb 13, 2026
Arizona State Retirement System History Reduced 21,812 316 0.0% 0.0% 83 -1,286 -5.57% Q4 2025 Jan 28, 2026
GLENMEDE TRUST CO NA History New 20,607 299 0.0% 84 +20,607 New Q4 2025 Feb 17, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 18,517 269 0.0% 0.0% 85 -6,441 -25.81% Q4 2025 Feb 02, 2026
Creative Planning History New 17,980 261 0.0% 86 +17,980 New Q4 2025 Feb 17, 2026
TRUIST FINANCIAL CORP History Reduced 17,589 255 0.0% 0.0% 87 -1,671 -8.68% Q4 2025 Feb 02, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 17,186 249 0.0% 0.0% 88 +1,382 8.74% Q4 2025 Feb 10, 2026
KLP KAPITALFORVALTNING AS History Added to 16,723 242 0.0% 0.0% 89 +1,900 12.82% Q4 2025 Jan 28, 2026
Jasper Ridge Partners, L.P. History No change 16,614 241 0.01% 0.01% 90 0 0.0% Q4 2025 Feb 12, 2026
Foyston, Gordon & Payne Inc History New 16,200 235 0.05% 91 +16,200 New Q4 2025 Feb 11, 2026
Handelsbanken Fonder AB History Added to 16,000 232 0.0% 0.0% 92 +500 3.23% Q4 2025 Feb 06, 2026
ASK CAPITAL MANAGEMENT, LLC History Reduced 15,651 227 0.03% 0.3% 93 -126,419 -88.98% Q4 2025 Feb 10, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 15,610 226 0.0% 0.0% 94 0 0.0% Q4 2025 Feb 12, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 14,670 213 0.0% 0.0% 95 0 0.0% Q4 2025 Feb 12, 2026
ProShare Advisors LLC History Reduced 14,470 210 0.0% 0.0% 96 -12,620 -46.59% Q4 2025 Feb 06, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 13,751 199 0.0% 0.0% 97 +2,875 26.43% Q4 2025 Feb 17, 2026
Pictet Asset Management Holding SA History No change 13,241 192 0.0% 0.0% 98 0 0.0% Q4 2025 Jan 29, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 12,725 184 0.0% 0.0% 99 -895 -6.57% Q4 2025 Feb 17, 2026
Inscription Capital, LLC History New 11,559 167 0.02% 100 +11,559 New Q4 2025 Jan 29, 2026
Parkside Financial Bank & Trust History Added to 7,199 104 0.01% 0.01% 101 +240 3.45% Q4 2025 Feb 13, 2026
BNP Paribas Asset Management Holding S.A. History New 6,968 101 0.0% 102 +6,968 New Q4 2025 Feb 13, 2026
Tower Research Capital LLC (TRC) History Reduced 7,012 101 0.0% 0.0% 103 -3,482 -33.18% Q4 2025 Feb 17, 2026
Ameritas Investment Partners, Inc. History No change 6,618 96 0.0% 0.0% 104 0 0.0% Q4 2025 Feb 11, 2026
CITIGROUP INC History Reduced 4,847 70 0.0% 0.0% 105 -11,309 -70.0% Q4 2025 Feb 13, 2026
Clearstead Advisors, LLC History Added to 4,333 62 0.0% 0.0% 106 +2,853 192.77% Q4 2025 Feb 09, 2026
Cornerstone Planning Group LLC History No change 4,566 58 0.01% 0.01% 107 0 0.0% Q4 2025 Feb 02, 2026
AMALGAMATED BANK History Added to 2,489 36 0.0% 0.0% 108 +414 19.95% Q4 2025 Feb 05, 2026
Sterling Capital Management LLC History Reduced 1,811 26 0.0% 0.0% 109 -59 -3.16% Q4 2025 Feb 13, 2026
Steward Partners Investment Advisory, LLC History No change 1,344 19 0.0% 0.0% 110 0 0.0% Q4 2025 Feb 12, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 1,033 15 0.0% 0.0% 111 -13 -1.24% Q4 2025 Jan 15, 2026
FIRST HORIZON CORP History Added to 966 14 0.0% 0.0% 112 +340 54.31% Q4 2025 Jan 27, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 855 12 0.0% 0.0% 113 +112 15.07% Q4 2025 Feb 12, 2026
CWM, LLC History Added to 689 10 0.0% 0.0% 114 +58 9.19% Q4 2025 Jan 26, 2026
AlphaQuest LLC History Reduced 556 8 0.0% 0.0% 115 -902 -61.87% Q4 2025 Feb 09, 2026
SIGNATUREFD, LLC History New 446 6 0.0% 116 +446 New Q4 2025 Jan 20, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History New 366 4 0.0% 119 +366 New Q4 2025 Feb 11, 2026
SIMPLEX TRADING, LLC History New 323 4 0.0% 120 +323 New Q4 2025 Feb 11, 2026
Versant Capital Management, Inc History New 293 4 0.0% 121 +293 New Q4 2025 Jan 08, 2026
JONES FINANCIAL COMPANIES LLLP History New 289 4 0.0% 117 +289 New Q4 2025 Feb 17, 2026
COMERICA BANK History Added to 336 4 0.0% 0.0% 118 +3 0.9% Q4 2025 Jan 29, 2026
OSAIC HOLDINGS, INC. History Reduced 214 3 0.0% 0.0% 123 -501 -70.07% Q4 2025 Feb 17, 2026
Larson Financial Group LLC History Reduced 218 3 0.0% 0.0% 124 -306 -58.4% Q4 2025 Feb 06, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 224 3 0.0% 0.0% 122 -4 -1.75% Q4 2025 Jan 20, 2026
Aster Capital Management (DIFC) Ltd History Reduced 173 2 0.0% 0.01% 128 -1,097 -86.38% Q4 2025 Feb 17, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 140 2 0.0% 0.0% 125 -40 -22.22% Q4 2025 Feb 10, 2026
State of Wyoming History Added to 142 2 0.0% 0.0% 126 +36 33.96% Q4 2025 Feb 11, 2026
GAMMA Investing LLC History Reduced 180 2 0.0% 0.0% 127 -3 -1.64% Q4 2025 Jan 05, 2026
EverSource Wealth Advisors, LLC History Reduced 114 1 0.0% 0.0% 131 -384 -77.11% Q4 2025 Feb 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History New 79 1 0.0% 129 +79 New Q4 2025 Feb 10, 2026
Ancora Advisors LLC History No change 125 1 0.0% 0.0% 130 0 0.0% Q4 2025 Feb 17, 2026
T. Rowe Price Investment Management, Inc. History No change 61 1 0.0% 0.0% 132 0 0.0% Q4 2025 Feb 19, 2026
MACQUARIE GROUP LTD History Closed out 0 0 0.03% -1,801,141 -100.0% Q3 2025 Nov 13, 2025
MILLENNIUM MANAGEMENT LLC History Closed out 0 0 0.0% -300,594 -100.0% Q3 2025 Nov 14, 2025
JANE STREET GROUP, LLC History Closed out 0 0 0.0% -212,901 -100.0% Q3 2025 Nov 14, 2025
Squarepoint Ops LLC History Closed out 0 0 0.0% -147,792 -100.0% Q3 2025 Nov 14, 2025
Graham Capital Management, L.P. History Closed out 0 0 0.02% -88,520 -100.0% Q3 2025 Nov 14, 2025
TWINBEECH CAPITAL LP History Closed out 0 0 0.03% -42,949 -100.0% Q3 2025 Nov 14, 2025
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.02% -33,987 -100.0% Q3 2025 Nov 17, 2025
Engineers Gate Manager LP History Closed out 0 0 0.01% -30,818 -100.0% Q3 2025 Nov 14, 2025
Freestone Grove Partners LP History Closed out 0 0 0.0% -21,342 -100.0% Q3 2025 Nov 14, 2025
TWO SIGMA INVESTMENTS, LP History Closed out 0 0 0.0% -16,610 -100.0% Q3 2025 Nov 14, 2025
SCS Capital Management LLC History Closed out 0 0 0.0% -13,343 -100.0% Q3 2025 Nov 13, 2025
Petrus Trust Company, LTA History Closed out 0 0 0.02% -11,302 -100.0% Q3 2025 Nov 14, 2025
OCCUDO QUANTITATIVE STRATEGIES LP History Closed out 0 0 0.02% -10,618 -100.0% Q3 2025 Nov 14, 2025
LPL Financial LLC History Closed out 0 0 0.0% -10,479 -100.0% Q3 2025 Nov 12, 2025
TEACHER RETIREMENT SYSTEM OF TEXAS History Closed out 0 0 0.0% -10,228 -100.0% Q3 2025 Oct 30, 2025
PRUDENTIAL FINANCIAL INC History Closed out 0 0 0.0% -10,101 -100.0% Q3 2025 Nov 13, 2025
OMERS ADMINISTRATION Corp History Closed out 0 0 0.0% -10,000 -100.0% Q3 2025 Nov 14, 2025
Arax Advisory Partners History Reduced 8 0 0.0% -304 -97.44% Q4 2025 Feb 13, 2026
Quarry LP History Closed out 0 0 0.0% -234 -100.0% Q3 2025 Nov 14, 2025
BESSEMER GROUP INC History Closed out 0 0 0.0% -188 -100.0% Q3 2025 Nov 05, 2025
Optiver Holding B.V. History Reduced 42 0 0.0% -174 -80.56% Q4 2025 Feb 17, 2026
Root Financial Partners, LLC History Closed out 0 0 -20 -100.0% Q3 2025 Oct 29, 2025
Blue Trust, Inc. History New 19 0 +19 New Q4 2025 Jan 16, 2026
FIFTH THIRD BANCORP History Closed out 0 0 -17 -100.0% Q3 2025 Nov 07, 2025
Capital Advisors, Ltd. LLC History Closed out 0 0 -17 -100.0% Q3 2025 Oct 16, 2025
Parallel Advisors, LLC History Closed out 0 0 -16 -100.0% Q3 2025 Nov 13, 2025
PNC FINANCIAL SERVICES GROUP, INC. History Added to 32 0 +14 77.78% Q4 2025 Feb 06, 2026
SJS Investment Consulting Inc. History Closed out 0 0 -14 -100.0% Q3 2025 Oct 21, 2025
DiNuzzo Private Wealth, Inc. History Reduced 3 0 -9 -75.0% Q4 2025 Jan 16, 2026
JFS WEALTH ADVISORS, LLC History Reduced 2 0 -6 -75.0% Q4 2025 Jan 14, 2026
Farther Finance Advisors, LLC History Added to 7 0 +5 250.0% Q4 2025 Jan 23, 2026
IFP Advisors, Inc History New 2 0 +2 New Q4 2025 Feb 06, 2026
Dunhill Financial, LLC History New 2 0 +2 New Q4 2025 Jan 29, 2026
Allworth Financial LP History New 1 0 +1 New Q4 2025 Feb 05, 2026
Bruce G. Allen Investments, LLC History Reduced 62 0 -1 -1.59% Q4 2025 Feb 10, 2026
Rockefeller Capital Management L.P. History No change 26 0 0 0.0% Q4 2025 Mar 16, 2026
Covestor Ltd History No change 8 0 0 0.0% Q4 2025 Feb 06, 2026
Bare Financial Services, Inc History No change 38 0 0 0.0% Q4 2025 Feb 06, 2026