FIRST ADVANTAGE CORP - FA

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 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 1,053,200 28.63% 25.87% 1 0 0.0% Q1 2026 May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 15,112,101 177,719 0.02% 0.02% 2 +1,157,781 8.3% Q1 2026 May 15, 2026
Capital World Investors History Added to 10,398,714 122,288 0.02% 0.02% 3 +1,300,000 14.29% Q1 2026 May 13, 2026
ALLIANCEBERNSTEIN L.P. History Added to 7,908,390 114,908 0.04% 0.03% 4 +1,120,145 16.5% Q1 2026 May 15, 2026
VANGUARD GROUP INC History No change 7,506,025 109,062 0.0% 0.0% 5 0 0.0% Q4 2025 Jan 29, 2026
FMR LLC History Added to 9,077,681 106,753 0.01% 0.01% 6 +1,618,428 21.7% Q1 2026 May 15, 2026
BlackRock, Inc. History Added to 5,990,145 70,444 0.0% 0.0% 7 +160,938 2.76% Q1 2026 May 13, 2026
CAT ROCK CAPITAL MANAGEMENT LP History Added to 4,228,018 49,721 7.73% 6.96% 8 +885,200 26.48% Q1 2026 May 15, 2026
BAMCO INC /NY/ History No change 3,750,173 44,102 0.13% 0.15% 9 0 0.0% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 3,524,781 41,451 0.0% 10 +3,524,781 New Q1 2026 May 08, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 3,446,920 40,535 0.0% 11 +3,446,920 New Q1 2026 May 15, 2026
Sunriver Management LLC History Added to 3,032,711 35,664 6.03% 4.05% 12 +371,425 13.96% Q1 2026 May 14, 2026
JPMORGAN CHASE & CO History Reduced 2,891,538 33,079 0.0% 0.0% 13 -313,200 -9.77% Q1 2026 May 13, 2026
Boston Partners History Added to 2,697,701 31,514 0.03% 0.04% 14 +107,672 4.16% Q1 2026 May 11, 2026
AMERICAN CENTURY COMPANIES INC History Added to 2,275,986 26,765 0.01% 0.02% 15 +187,694 8.99% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 2,099,921 24,691 0.01% 0.01% 16 -96,296 -4.38% Q1 2026 May 07, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 2,093,113 24,619 0.0% 0.0% 17 +54,107 2.65% Q1 2026 May 15, 2026
STATE STREET CORP History Added to 1,895,395 22,289 0.0% 0.0% 18 +51,442 2.79% Q1 2026 May 15, 2026
PALISADE CAPITAL MANAGEMENT, LP History Reduced 1,709,287 20,101 0.67% 0.76% 19 -55,824 -3.16% Q1 2026 May 15, 2026
EMERALD ADVISERS, LLC History Reduced 1,147,865 13,498 0.43% 0.59% 20 -162,068 -12.37% Q1 2026 May 04, 2026
FRED ALGER MANAGEMENT, LLC History Reduced 990,668 11,650 0.05% 0.09% 21 -554,972 -35.91% Q1 2026 May 15, 2026
CORTLAND ASSOCIATES INC/MO History Reduced 905,339 10,647 1.53% 1.72% 22 -30,365 -3.25% Q1 2026 Apr 30, 2026
Onex Canada Asset Management Inc. History Reduced 885,773 10,416 1.73% 1.94% 23 -75,808 -7.88% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 751,005 8,831 0.0% 0.0% 24 +77,035 11.43% Q1 2026 May 15, 2026
Leith Wheeler Investment Counsel Ltd. History Added to 728,332 8,565 0.71% 0.65% 25 +135,418 22.84% Q1 2026 May 07, 2026
EMERALD MUTUAL FUND ADVISERS TRUST History No change 672,716 7,911 0.38% 0.48% 26 0 0.0% Q1 2026 May 04, 2026
NORTHERN TRUST CORP History Added to 669,931 7,878 0.0% 0.0% 27 +19,671 3.03% Q1 2026 May 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 667,597 7,850 0.0% 0.0% 28 -4,781 -0.71% Q1 2026 May 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 663,563 7,803 0.01% 0.01% 29 0 0.0% Q1 2026 May 06, 2026
JENNISON ASSOCIATES LLC History Reduced 626,282 7,365 0.01% 0.01% 30 -7,596 -1.2% Q1 2026 May 06, 2026
GOLDMAN SACHS GROUP INC History Added to 616,037 7,244 0.0% 0.0% 31 +374,804 155.37% Q1 2026 May 15, 2026
Estuary Capital Management LP History New 557,682 6,558 1.1% 32 +557,682 New Q1 2026 May 15, 2026
VANGUARD FIDUCIARY TRUST CO History New 541,681 6,370 0.0% 33 +541,681 New Q1 2026 May 08, 2026
BANK OF AMERICA CORP /DE/ History Reduced 468,053 5,504 0.0% 0.0% 34 -161,373 -25.64% Q1 2026 May 15, 2026
BloombergSen Inc. History Added to 398,847 4,690 0.36% 0.4% 35 +21,631 5.73% Q1 2026 May 08, 2026
HERALD INVESTMENT MANAGEMENT Ltd History Reduced 350,000 4,116 0.57% 0.76% 36 -50,000 -12.5% Q1 2026 May 13, 2026
FIRST TRUST ADVISORS LP History Added to 338,260 3,977 0.0% 0.0% 37 +171,215 102.5% Q1 2026 May 13, 2026
JANE STREET GROUP, LLC History New 263,213 3,095 0.0% 38 +263,213 New Q1 2026 May 12, 2026
Nuveen, LLC History Added to 243,037 2,858 0.0% 0.0% 39 +9,635 4.13% Q1 2026 Apr 30, 2026
CI INVESTMENTS INC. History Added to 237,500 2,793 0.01% 0.01% 40 +94,500 66.08% Q1 2026 May 13, 2026
UBS Group AG History Reduced 228,017 2,681 0.0% 0.0% 41 -29,674 -11.52% Q1 2026 May 05, 2026
Quantinno Capital Management LP History Added to 214,882 2,527 0.0% 0.0% 42 +183,345 581.36% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Reduced 214,648 2,524 0.0% 0.0% 43 -2,124 -0.98% Q1 2026 May 05, 2026
ExodusPoint Capital Management, LP History Added to 208,568 2,452 0.02% 0.01% 44 +149,443 252.76% Q1 2026 May 14, 2026
NORTH STAR ASSET MANAGEMENT INC History Reduced 206,418 2,427 0.11% 0.15% 45 -47,243 -18.62% Q1 2026 May 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 202,390 2,380 0.0% 0.0% 46 -1,769 -0.87% Q1 2026 May 13, 2026
SEI INVESTMENTS CO History Added to 181,210 2,131 0.0% 0.0% 47 +45,608 33.63% Q1 2026 May 13, 2026
Swiss National Bank History No change 154,444 1,816 0.0% 0.0% 48 0 0.0% Q1 2026 May 07, 2026
Invesco Ltd. History Added to 148,094 1,741 0.0% 0.0% 49 +8,902 6.4% Q1 2026 May 12, 2026
CONGRESS ASSET MANAGEMENT CO History New 147,666 1,736 0.01% 50 +147,666 New Q1 2026 Apr 14, 2026
PICTON MAHONEY ASSET MANAGEMENT History Added to 143,998 1,693 0.01% 0.0% 51 +117,998 453.84% Q1 2026 May 13, 2026
BLAIR WILLIAM & CO/IL History Reduced 132,249 1,555 0.0% 0.01% 52 -580 -0.44% Q1 2026 May 08, 2026
RENAISSANCE TECHNOLOGIES LLC History New 109,497 1,287 0.0% 53 +109,497 New Q1 2026 May 14, 2026
Federation des caisses Desjardins du Quebec History Added to 108,051 1,270 0.0% 0.01% 54 +1,951 1.84% Q1 2026 May 13, 2026
Corient Private Wealth LLC History New 105,909 1,245 0.0% 55 +105,909 New Q1 2026 May 15, 2026
Man Group plc History Added to 101,470 1,193 0.0% 0.0% 56 +58,544 136.38% Q1 2026 May 15, 2026
Olstein Capital Management, L.P. History Added to 95,000 1,117 0.24% 0.22% 57 +21,000 28.38% Q1 2026 Apr 21, 2026
Van Berkom & Associates Inc. History Reduced 94,485 1,111 0.04% 0.04% 58 -1,778 -1.85% Q1 2026 May 07, 2026
Creative Planning History Added to 94,388 1,110 0.0% 0.0% 59 +76,408 424.96% Q1 2026 May 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 93,101 1,094 0.0% 0.0% 60 +21,460 29.95% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Added to 92,555 1,088 0.0% 0.0% 61 +3,797 4.28% Q1 2026 May 12, 2026
ROYAL BANK OF CANADA History Added to 80,091 942 0.0% 0.0% 62 +12,144 17.87% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Added to 75,168 883 0.0% 0.0% 63 +7,353 10.84% Q1 2026 May 06, 2026
Pathstone Holdings, LLC History Added to 72,933 857 0.0% 0.0% 64 +7,977 12.28% Q1 2026 May 11, 2026
Polymer Capital Management (US) LLC History New 66,255 779 0.08% 65 +66,255 New Q1 2026 May 13, 2026
Legal & General Group Plc History Reduced 62,023 729 0.0% 0.0% 66 -12,994 -17.32% Q1 2026 May 08, 2026
Campbell & CO Investment Adviser LLC History Added to 57,291 673 0.04% 0.03% 67 +14,362 33.46% Q1 2026 May 15, 2026
NATIXIS ADVISORS, LLC History Added to 53,284 627 0.0% 0.0% 68 +10,427 24.33% Q1 2026 May 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 51,958 611 0.0% 0.0% 69 +10,792 26.22% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 50,845 597 0.0% 0.0% 70 +37,094 269.75% Q1 2026 May 15, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 50,119 589 0.0% 71 +50,119 New Q1 2026 May 08, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 50,617 564 0.0% 0.0% 72 +50,328 17414.53% Q1 2026 May 15, 2026
MetLife Investment Management, LLC History Reduced 47,374 557 0.0% 0.0% 73 -395 -0.83% Q1 2026 May 14, 2026
MILLENNIUM MANAGEMENT LLC History New 40,557 476 0.0% 74 +40,557 New Q1 2026 May 15, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 38,618 454 0.0% 0.0% 75 -11,094 -22.32% Q1 2026 May 04, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 37,144 436 0.0% 0.0% 76 +330 0.9% Q1 2026 May 15, 2026
National Philanthropic Trust History No change 36,484 429 0.0% 0.01% 77 0 0.0% Q1 2026 May 15, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 36,118 424 0.0% 0.0% 78 -3,025 -7.73% Q1 2026 May 15, 2026
Foyston, Gordon & Payne Inc History Added to 34,825 409 0.09% 0.05% 79 +18,625 114.97% Q1 2026 May 11, 2026
JANUS HENDERSON GROUP PLC History No change 32,717 384 0.0% 0.0% 80 0 0.0% Q1 2026 May 18, 2026
Vanguard Global Advisers, LLC History New 30,736 361 0.0% 81 +30,736 New Q1 2026 May 08, 2026
Squarepoint Ops LLC History New 30,516 358 0.0% 82 +30,516 New Q1 2026 May 15, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 30,341 356 0.0% 0.0% 83 +7,349 31.96% Q1 2026 May 15, 2026
Gotham Asset Management, LLC History New 29,459 346 0.0% 84 +29,459 New Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Reduced 29,238 343 0.0% 0.0% 85 -58,105 -66.53% Q1 2026 May 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History New 28,149 331 0.0% 86 +28,149 New Q1 2026 May 15, 2026
GLENMEDE TRUST CO NA History No change 20,607 299 0.0% 0.0% 87 0 0.0% Q4 2025 Feb 17, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 23,348 275 0.02% 0.0% 88 +23,124 10323.21% Q1 2026 Apr 28, 2026
Police & Firemen's Retirement System of New Jersey History No change 21,925 257 0.0% 0.0% 89 0 0.0% Q1 2026 Apr 29, 2026
Arizona State Retirement System History Reduced 21,521 253 0.0% 0.0% 90 -291 -1.33% Q1 2026 May 01, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History New 21,357 251 0.0% 91 +21,357 New Q1 2026 May 15, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Reduced 21,270 250 0.0% 0.0% 92 -49,077 -69.76% Q1 2026 May 11, 2026
Amundi History New 20,470 240 0.0% 93 +20,470 New Q1 2026 May 15, 2026
FOX RUN MANAGEMENT, L.L.C. History New 20,862 238 0.04% 94 +20,862 New Q1 2026 May 12, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 18,871 221 0.0% 0.0% 95 +354 1.91% Q1 2026 Apr 23, 2026
Vanguard Investments Australia, Ltd. History New 18,693 219 0.0% 96 +18,693 New Q1 2026 May 08, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History New 17,634 207 0.0% 97 +17,634 New Q1 2026 May 14, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 17,140 201 0.0% 0.0% 98 -46 -0.27% Q1 2026 May 12, 2026
CAXTON ASSOCIATES LLP History Reduced 17,083 200 0.0% 0.01% 99 -5,016 -22.7% Q1 2026 May 14, 2026
DRW Securities, LLC History New 16,829 197 0.0% 100 +16,829 New Q1 2026 May 13, 2026
KLP KAPITALFORVALTNING AS History No change 16,723 196 0.0% 0.0% 101 0 0.0% Q1 2026 Apr 29, 2026
Jasper Ridge Partners, L.P. History No change 16,614 195 0.0% 0.01% 102 0 0.0% Q1 2026 May 11, 2026
Handelsbanken Fonder AB History No change 16,000 188 0.0% 0.0% 103 0 0.0% Q1 2026 Apr 28, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 15,760 185 0.0% 0.0% 104 -13,975 -47.0% Q1 2026 May 08, 2026
ASK CAPITAL MANAGEMENT, LLC History No change 15,651 184 0.03% 0.03% 105 0 0.0% Q1 2026 Apr 23, 2026
Vanguard Personalized Indexing Management, LLC History New 15,567 183 0.0% 107 +15,567 New Q1 2026 May 14, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 15,610 183 0.0% 0.0% 106 0 0.0% Q1 2026 May 08, 2026
Centiva Capital, LP History New 15,095 177 0.0% 108 +15,095 New Q1 2026 May 14, 2026
BARCLAYS PLC History Reduced 14,943 175 0.0% 0.0% 109 -108,580 -87.9% Q1 2026 May 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 14,452 169 0.0% 0.0% 110 -218 -1.49% Q1 2026 May 12, 2026
Pictet Asset Management Holding SA History No change 13,241 155 0.0% 0.0% 111 0 0.0% Q1 2026 Apr 22, 2026
Brevan Howard Capital Management LP History New 12,915 151 0.0% 113 +12,915 New Q1 2026 May 15, 2026
CITIGROUP INC History Added to 12,919 151 0.0% 0.0% 112 +8,072 166.54% Q1 2026 May 11, 2026
OXFORD ASSET MANAGEMENT LLP History New 12,641 148 0.06% 115 +12,641 New Q1 2026 May 15, 2026
PRAXIS INVESTMENT MANAGEMENT INC History New 12,591 148 0.01% 114 +12,591 New Q1 2026 Apr 28, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 12,434 146 0.0% 0.0% 116 -291 -2.29% Q1 2026 May 14, 2026
PRUDENTIAL FINANCIAL INC History New 12,335 145 0.0% 117 +12,335 New Q1 2026 May 13, 2026
Graham Capital Management, L.P. History New 11,695 137 0.0% 118 +11,695 New Q1 2026 May 15, 2026
ProShare Advisors LLC History Reduced 11,484 135 0.0% 0.0% 119 -2,986 -20.64% Q1 2026 Apr 24, 2026
GSA CAPITAL PARTNERS LLP History New 10,618 125 0.01% 120 +10,618 New Q1 2026 May 08, 2026
MERCER GLOBAL ADVISORS INC /ADV History New 10,016 117 0.0% 121 +10,016 New Q1 2026 May 15, 2026
CWM, LLC History Added to 8,010 94 0.0% 0.0% 122 +7,321 1062.55% Q1 2026 May 14, 2026
BNP Paribas Asset Management Holding S.A. History Added to 7,978 93 0.0% 0.0% 123 +1,010 14.49% Q1 2026 May 14, 2026
Parkside Financial Bank & Trust History Added to 7,372 86 0.01% 0.01% 124 +173 2.4% Q1 2026 May 13, 2026
Ameritas Investment Partners, Inc. History No change 6,618 77 0.0% 0.0% 125 0 0.0% Q1 2026 May 13, 2026
Russell Investments Group, Ltd. History Reduced 6,047 71 0.0% 0.0% 126 -37,864 -86.23% Q1 2026 May 08, 2026
Tower Research Capital LLC (TRC) History Reduced 5,304 62 0.0% 0.0% 127 -1,708 -24.36% Q1 2026 May 15, 2026
Cornerstone Planning Group LLC History No change 4,566 57 0.01% 0.01% 128 0 0.0% Q1 2026 May 06, 2026
FIFTH THIRD BANCORP History New 3,864 45 0.0% 129 +3,864 New Q1 2026 May 01, 2026
KBC Group NV History New 2,979 35 0.0% 130 +2,979 New Q1 2026 May 07, 2026
Versant Capital Management, Inc History Added to 1,662 19 0.0% 0.0% 131 +1,369 467.24% Q1 2026 Apr 06, 2026
QUADRANT CAPITAL GROUP LLC History New 1,378 16 0.0% 132 +1,378 New Q1 2026 May 13, 2026
Caitong International Asset Management Co., Ltd History New 1,228 14 0.0% 133 +1,228 New Q1 2026 May 11, 2026
Sterling Capital Management LLC History Reduced 1,185 13 0.0% 0.0% 134 -626 -34.57% Q1 2026 Apr 22, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 1,027 12 0.0% 0.0% 135 -6 -0.58% Q1 2026 Apr 30, 2026
Allworth Financial LP History Added to 813 9 0.0% 136 +812 81200.0% Q1 2026 May 14, 2026
GAMMA Investing LLC History Added to 742 8 0.0% 0.0% 138 +562 312.22% Q1 2026 Apr 06, 2026
AlphaQuest LLC History No change 556 8 0.0% 0.0% 137 0 0.0% Q4 2025 Feb 09, 2026
SIGNATUREFD, LLC History Added to 540 6 0.0% 0.0% 139 +94 21.08% Q1 2026 Apr 07, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History New 396 4 0.0% 142 +396 New Q1 2026 May 14, 2026
Parallel Advisors, LLC History New 364 4 0.0% 143 +364 New Q1 2026 May 07, 2026
COMERICA BANK History No change 336 4 0.0% 0.0% 140 0 0.0% Q4 2025 Jan 29, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 366 4 0.0% 0.0% 141 0 0.0% Q1 2026 May 08, 2026
EverSource Wealth Advisors, LLC History Added to 278 3 0.0% 0.0% 144 +164 143.86% Q1 2026 May 15, 2026
Larson Financial Group LLC History Added to 331 3 0.0% 0.0% 145 +113 51.83% Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Reduced 208 2 0.0% 0.0% 146 -6 -2.8% Q1 2026 May 15, 2026
US BANCORP \DE\ History New 157 1 0.0% 150 +157 New Q1 2026 May 14, 2026
State of Wyoming History Added to 159 1 0.0% 0.0% 149 +17 11.97% Q1 2026 May 13, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 126 1 0.0% 0.0% 147 -14 -10.0% Q1 2026 May 07, 2026
Ancora Advisors LLC History No change 125 1 0.0% 0.0% 148 0 0.0% Q1 2026 May 15, 2026
Capital Research Global Investors History Closed out 0 0 0.01% -4,864,471 -100.0% Q1 2026 May 13, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Closed out 0 0 0.04% -1,609,785 -100.0% Q1 2026 May 15, 2026
DIAMOND HILL CAPITAL MANAGEMENT INC History Closed out 0 0 0.11% -1,425,166 -100.0% Q1 2026 May 07, 2026
SG Americas Securities, LLC History Closed out 0 0 0.01% -777,275 -100.0% Q1 2026 Apr 16, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Closed out 0 0 0.06% -394,468 -100.0% Q1 2026 May 07, 2026
CenterBook Partners LP History Closed out 0 0 0.23% -323,006 -100.0% Q1 2026 May 05, 2026
Verition Fund Management LLC History Closed out 0 0 0.01% -151,244 -100.0% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Closed out 0 0 0.0% -62,958 -100.0% Q1 2026 May 15, 2026
BALYASNY ASSET MANAGEMENT L.P. History Closed out 0 0 0.0% -53,232 -100.0% Q1 2026 May 15, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History Closed out 0 0 0.02% -31,086 -100.0% Q1 2026 May 15, 2026
TRUIST FINANCIAL CORP History Closed out 0 0 0.0% -17,589 -100.0% Q1 2026 Apr 27, 2026
Inscription Capital, LLC History Closed out 0 0 0.02% -11,559 -100.0% Q1 2026 Apr 20, 2026
Clearstead Advisors, LLC History Closed out 0 0 0.0% -4,333 -100.0% Q1 2026 May 06, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -2,489 -100.0% Q1 2026 May 08, 2026
Steward Partners Investment Advisory, LLC History Closed out 0 0 0.0% -1,344 -100.0% Q1 2026 May 08, 2026
FIRST HORIZON CORP History Closed out 0 0 0.0% -966 -100.0% Q1 2026 Apr 30, 2026
BROWN BROTHERS HARRIMAN & CO History Closed out 0 0 0.0% -855 -100.0% Q1 2026 May 14, 2026
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -323 -100.0% Q1 2026 May 14, 2026
Aster Capital Management (DIFC) Ltd History Closed out 0 0 0.0% -173 -100.0% Q1 2026 May 13, 2026
Kilter Group LLC History New 81 0 +81 New Q1 2026 May 14, 2026
Manchester Capital Management LLC History New 80 0 +80 New Q1 2026 May 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Closed out 0 0 0.0% -79 -100.0% Q1 2026 May 07, 2026
T. Rowe Price Investment Management, Inc. History Closed out 0 0 0.0% -61 -100.0% Q1 2026 May 15, 2026
Arax Advisory Partners History Added to 66 0 +58 725.0% Q1 2026 May 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 81 0 +49 153.13% Q1 2026 May 08, 2026
Optiver Holding B.V. History Closed out 0 0 -42 -100.0% Q1 2026 May 15, 2026
Rockefeller Capital Management L.P. History Added to 61 0 +35 134.62% Q1 2026 May 14, 2026
Bare Financial Services, Inc History Added to 70 0 +32 84.21% Q1 2026 May 14, 2026
MAI Capital Management History New 19 0 +19 New Q1 2026 May 15, 2026
Farther Finance Advisors, LLC History Added to 24 0 +17 242.86% Q1 2026 Apr 07, 2026
TD PRIVATE CLIENT WEALTH LLC History New 17 0 +17 New Q1 2026 Apr 27, 2026
IFP Advisors, Inc History Added to 15 0 +13 650.0% Q1 2026 Apr 13, 2026
Advisory Services Network, LLC History New 9 0 +9 New Q1 2026 May 15, 2026
SJS Investment Consulting Inc. History New 6 0 +6 New Q1 2026 Apr 23, 2026
Hughes Financial Services, LLC History New 3 0 +3 New Q1 2026 Apr 29, 2026
DiNuzzo Private Wealth, Inc. History Closed out 0 0 -3 -100.0% Q1 2026 Apr 08, 2026
JFS WEALTH ADVISORS, LLC History Reduced 1 0 -1 -50.0% Q1 2026 Apr 20, 2026
Blue Trust, Inc. History Reduced 18 0 -1 -5.26% Q1 2026 Apr 20, 2026
Dunhill Financial, LLC History Reduced 1 0 -1 -50.0% Q1 2026 May 06, 2026
Bruce G. Allen Investments, LLC History Added to 63 0 +1 1.61% Q1 2026 May 08, 2026
Covestor Ltd History No change 8 0 0 0.0% Q1 2026 May 05, 2026