FIRST ADVANTAGE CORP - FA

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
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 1,616,519 35.3% 35.3% 1 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 15,706,958 283,512 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 12,063,590 217,747 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 07, 2026
Capital World Investors History No change 10,690,358 192,960 0.02% 0.02% 4 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History No change 7,652,905 138,134 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 7,620,910 89,621 0.03% 0.03% 6 0 0.0% Q2 2026 Aug 14, 2026
CAT ROCK CAPITAL MANAGEMENT LP History No change 4,228,018 76,315 17.71% 17.71% 7 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 4,118,357 74,336 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 13, 2026
BAMCO INC /NY/ History No change 3,502,140 63,213 0.09% 0.09% 9 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 3,451,299 62,295 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 13, 2026
Boston Partners History No change 3,230,897 59,497 0.05% 0.05% 11 0 0.0% Q2 2026 Aug 04, 2026
STATE STREET CORP History No change 3,220,986 58,149 0.0% 0.0% 12 0 0.0% Q2 2026 Sep 22, 2026
DIMENSIONAL FUND ADVISORS LP History No change 3,107,859 56,097 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 11, 2026
AMERICAN CENTURY COMPANIES INC History No change 2,277,976 41,117 0.02% 0.02% 14 0 0.0% Q2 2026 Aug 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 2,197,223 39,667 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 12, 2026
EMERALD ADVISERS, LLC History No change 2,188,875 39,509 0.93% 0.93% 16 0 0.0% Q2 2026 Aug 05, 2026
Sunriver Management LLC History No change 1,940,912 35,033 5.5% 5.5% 17 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 1,855,581 33,689 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 12, 2026
EMERALD MUTUAL FUND ADVISERS TRUST History No change 1,425,858 25,736 0.9% 0.9% 19 0 0.0% Q2 2026 Aug 05, 2026
JENNISON ASSOCIATES LLC History No change 1,177,058 21,245 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 03, 2026
MORGAN STANLEY History No change 1,020,872 18,426 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 13, 2026
CORTLAND ASSOCIATES INC/MO History No change 881,185 15,905 2.3% 2.3% 22 0 0.0% Q2 2026 Jul 28, 2026
NORTHERN TRUST CORP History No change 825,364 14,897 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 13, 2026
PALISADE CAPITAL MANAGEMENT, LP History No change 805,144 14,532 0.63% 0.63% 24 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 772,765 13,948 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 729,945 13,175 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
Leith Wheeler Investment Counsel Ltd. History No change 721,906 13,030 0.99% 0.99% 27 0 0.0% Q2 2026 Aug 05, 2026
Onex Canada Asset Management Inc. History No change 692,378 12,497 1.92% 1.92% 28 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 663,463 11,975 0.02% 0.02% 29 0 0.0% Q2 2026 Jul 29, 2026
VANGUARD FIDUCIARY TRUST CO History No change 552,962 9,980 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 421,038 7,599 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 418,843 7,560 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 11, 2026
Bank of New York Mellon Corp History No change 415,569 7,501 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 06, 2026
UBS Group AG History No change 406,138 7,330 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 13, 2026
BloombergSen Inc. History No change 398,847 7,199 0.54% 0.54% 35 0 0.0% Q2 2026 Aug 07, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 384,659 6,943 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 04, 2026
CI INVESTMENTS INC. History No change 346,050 6,246 0.02% 0.02% 37 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 340,374 6,143 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
HERALD INVESTMENT MANAGEMENT Ltd History No change 312,500 5,637 0.76% 0.76% 39 0 0.0% Q2 2026 Jul 23, 2026
GOLDMAN SACHS GROUP INC History No change 303,826 5,484 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 14, 2026
Estuary Capital Management LP History No change 294,286 5,311 0.9% 0.9% 41 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 293,541 5,298 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 13, 2026
FRED ALGER MANAGEMENT, LLC History No change 272,340 4,915 0.02% 0.02% 43 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 271,060 4,892 0.01% 0.01% 44 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 244,220 4,408 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 11, 2026
MARSHALL WACE, LLP History No change 239,470 4,322 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 208,339 3,760 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 13, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 194,065 3,502 0.14% 0.14% 48 0 0.0% Q2 2026 Aug 18, 2026
RHUMBLINE ADVISERS History No change 187,490 3,384 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 11, 2026
Legal & General Group Plc History No change 183,427 3,310 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 181,437 3,274 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 163,588 2,952 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 157,444 2,841 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 11, 2026
Corient Private Wealth LP History No change 145,206 2,620 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 27, 2026
BLAIR WILLIAM & CO/IL History No change 132,438 2,390 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 11, 2026
Creative Planning History No change 112,982 2,039 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL FINANCIAL INC History No change 109,835 1,982 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 12, 2026
Federation des caisses Desjardins du Quebec History No change 103,630 1,870 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 13, 2026
Pathstone Holdings, LLC History No change 93,907 1,695 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 90,616 1,635 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 24, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 90,547 1,634 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 90,399 1,631 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 07, 2026
ROYAL BANK OF CANADA History No change 88,949 1,605 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 88,136 1,590 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 87,894 1,586 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
Campbell & CO Investment Adviser LLC History No change 81,277 1,467 0.08% 0.08% 66 0 0.0% Q2 2026 Aug 03, 2026
WELLS FARGO & COMPANY/MN History No change 74,426 1,343 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
Man Group plc History No change 70,058 1,264 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 68,800 1,241 0.06% 0.06% 69 0 0.0% Q2 2026 Jul 23, 2026
CITIGROUP INC History No change 55,657 1,004 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 03, 2026
Van Berkom & Associates Inc. History No change 52,485 947 0.03% 0.03% 71 0 0.0% Q2 2026 Aug 05, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 51,958 937 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 51,816 935 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 50,119 904 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 13, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 49,666 896 0.09% 0.09% 75 0 0.0% Q2 2026 Jul 31, 2026
Gotham Asset Management, LLC History No change 49,269 889 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 47,271 853 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 36,966 667 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
National Philanthropic Trust History No change 36,484 658 0.01% 0.01% 79 0 0.0% Q2 2026 Aug 14, 2026
Foyston, Gordon & Payne Inc History No change 34,825 628 0.13% 0.13% 80 0 0.0% Q2 2026 Aug 12, 2026
Jackson Creek Investment Advisors LLC History No change 31,511 625 0.21% 0.21% 81 0 0.0% Q2 2026 Aug 10, 2026
Louisiana State Employees Retirement System History No change 34,600 624 0.01% 0.01% 82 0 0.0% Q2 2026 Jul 21, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 34,260 618 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 32,551 587 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 11, 2026
JONES FINANCIAL COMPANIES LLLP History No change 32,169 573 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 31,683 571 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 30,736 554 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 30,180 544 0.0% 0.0% 88 0 0.0% Q2 2026 Sep 09, 2026
Russell Investments Group, Ltd. History No change 28,802 519 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 06, 2026
State of Alaska, Department of Revenue History No change 25,986 469 0.0% 0.0% 90 0 0.0% Q2 2026 Jul 20, 2026
Police & Firemen's Retirement System of New Jersey History No change 24,605 444 0.0% 0.0% 91 0 0.0% Q2 2026 Jul 23, 2026
Handelsbanken Fonder AB History No change 24,300 439 0.0% 0.0% 92 0 0.0% Q2 2026 Jul 10, 2026
GLENMEDE TRUST CO NA History No change 23,765 428 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 10, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 22,098 398 0.0% 0.0% 94 0 0.0% Q2 2026 Sep 23, 2026
Arizona State Retirement System History No change 21,645 390 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 07, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 21,295 384 0.0% 0.0% 96 0 0.0% Q2 2026 Jul 16, 2026
AMALGAMATED BANK History No change 21,233 383 0.0% 0.0% 97 0 0.0% Q2 2026 Jul 23, 2026
Amundi History No change 20,470 369 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 20,390 368 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 19, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 19,000 343 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 18,712 337 0.0% 0.0% 101 0 0.0% Q2 2026 Jul 17, 2026
Vanguard Investments Australia, Ltd. History No change 18,693 337 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 13, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 18,000 325 0.02% 0.02% 103 0 0.0% Q2 2026 Aug 07, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History No change 17,900 323 0.0% 0.0% 104 0 0.0% Q2 2026 Jul 28, 2026
MANGROVE PARTNERS IM, LLC History No change 17,737 320 0.02% 0.02% 105 0 0.0% Q2 2026 Aug 14, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 17,616 317 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 06, 2026
KLP KAPITALFORVALTNING AS History No change 16,723 301 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD BANCORP History No change 16,594 299 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 05, 2026
Jasper Ridge Partners, L.P. History No change 16,614 299 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 15,691 283 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 15,671 282 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 10, 2026
ASK CAPITAL MANAGEMENT, LLC History No change 15,651 282 0.04% 0.04% 112 0 0.0% Q2 2026 Jul 27, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 15,610 281 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 10, 2026
Vanguard Personalized Indexing Management, LLC History No change 14,403 259 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 11, 2026
Pictet Asset Management Holding SA History No change 13,241 239 0.0% 0.0% 115 0 0.0% Q2 2026 Jul 30, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 13,149 237 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 13,061 235 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 12,852 231 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 07, 2026
NATIONAL BANK OF CANADA /FI/ History No change 12,702 229 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 10, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 12,591 227 0.01% 0.01% 120 0 0.0% Q2 2026 Aug 04, 2026
ASSOCIATED BANC-CORP History No change 12,500 225 0.01% 0.01% 121 0 0.0% Q2 2026 Jul 31, 2026
Mariner, LLC History No change 11,725 211 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 13, 2026
ProShare Advisors LLC History No change 11,432 206 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 11, 2026
Maryland State Retirement & Pension System History No change 11,465 206 0.0% 0.0% 124 0 0.0% Q2 2026 Jul 30, 2026
Vise Technologies, Inc. History No change 10,841 195 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 10, 2026
XTX Topco Ltd History No change 10,357 186 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 14, 2026
Parkside Financial Bank & Trust History No change 8,096 146 0.01% 0.01% 127 0 0.0% Q2 2026 Sep 04, 2026
Ameritas Investment Partners, Inc. History No change 7,285 131 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 13, 2026
BNP Paribas Asset Management Holding S.A. History No change 7,166 129 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 12, 2026
Tower Research Capital LLC (TRC) History No change 6,308 113 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 11, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History No change 5,029 91 0.0% 0.0% 131 0 0.0% Q2 2026 Jul 23, 2026
Cornerstone Planning Group LLC History No change 4,566 91 0.01% 0.01% 132 0 0.0% Q2 2026 Jul 29, 2026
State of Wyoming History No change 4,490 81 0.01% 0.01% 133 0 0.0% Q2 2026 Aug 06, 2026
Rockefeller Capital Management L.P. History No change 3,507 63 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 3,207 57 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 10, 2026
KBC Group NV History No change 2,979 54 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 05, 2026
Versant Capital Management, Inc History No change 2,445 43 0.0% 0.0% 137 0 0.0% Q3 2026 Oct 01, 2026
GAMMA Investing LLC History No change 1,205 21 0.0% 0.0% 138 0 0.0% Q2 2026 Jul 07, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,033 18 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 10, 2026
EverSource Wealth Advisors, LLC History No change 981 17 0.0% 0.0% 140 0 0.0% Q2 2026 Jul 24, 2026
Allworth Financial LP History No change 908 16 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 11, 2026
SIGNATUREFD, LLC History No change 779 14 0.0% 0.0% 142 0 0.0% Q2 2026 Jul 23, 2026
Salomon & Ludwin, LLC History No change 705 13 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 07, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 683 12 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 17, 2026
Sterling Capital Management LLC History No change 636 11 0.0% 0.0% 145 0 0.0% Q2 2026 Jul 28, 2026
Nykredit A/S History No change 632 11 0.0% 0.0% 146 0 0.0% Q2 2026 Sep 08, 2026
Parallel Advisors, LLC History No change 523 9 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 479 8 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 07, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 366 6 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 306 5 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 06, 2026
Larson Financial Group LLC History No change 331 5 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 14, 2026
Optiver Holding B.V. History No change 326 5 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History No change 202 3 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 12, 2026
ROTHSCHILD INVESTMENT LLC History No change 173 3 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 06, 2026
Ancora Advisors LLC History No change 125 2 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 14, 2026
SJS Investment Consulting Inc. History No change 121 2 0.0% 0.0% 156 0 0.0% Q2 2026 Jul 22, 2026
Manchester Capital Management LLC History No change 80 1 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History No change 92 1 0.0% 0.0% 158 0 0.0% Q2 2026 Jul 17, 2026
Bruce G. Allen Investments, LLC History No change 73 1 0.0% 0.0% 159 0 0.0% Q2 2026 Jul 31, 2026
JPL Wealth Management, LLC History No change 99 1 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 13, 2026
Kilter Group LLC History No change 81 1 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 11, 2026
Essential Partners LLC History No change 88 1 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 10, 2026
UMB Bank, n.a. History No change 20 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 7 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
North Star Investment Management Corp. History No change 46 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
SIMPLEX TRADING, LLC History No change 23 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 17 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
JFS WEALTH ADVISORS, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
IFP Advisors, Inc History No change 13 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Pinnacle Wealth Planning Services, Inc. History No change 54 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Davis Capital Management History No change 5 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
CoreCap Advisors, LLC History No change 51 0 — — — 0 0.0% Q2 2026 Jul 06, 2026
Covestor Ltd History No change 27 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Dunhill Financial, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Caitong International Asset Management Co., Ltd History No change 22 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Bare Financial Services, Inc History No change 55 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Ankerstar Wealth, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Hughes Financial Services, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 11 0 — — — 0 0.0% Q2 2026 Jul 24, 2026