Heartflow, Inc. - HTFL
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.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bain Capital Life Sciences Investors, LLC | History | No change | 12,448,158 | 362,863 | 27.79% | 27.81% | 1 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 5,894,070 | 171,812 | 0.03% | 0.03% | 2 | +1,014,006 | 20.78% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 4,122,853 | 120,181 | 0.01% | 0.01% | 3 | -607,381 | -12.84% | Q4 2025 | Feb 17, 2026 |
| BAILLIE GIFFORD & CO | History | No change | 3,005,998 | 87,624 | 0.07% | 0.07% | 4 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BAMCO INC /NY/ | History | Added to | 2,303,877 | 67,158 | 0.18% | 0.11% | 5 | +1,066,371 | 86.17% | Q4 2025 | Feb 17, 2026 |
| Schusterman Interests, LLC | History | No change | 1,939,201 | 56,527 | 12.94% | 14.92% | 6 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capricorn Investment Group LLC | History | New | 1,661,601 | 48,177 | 5.83% | — | 7 | +1,661,601 | New | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,580,313 | 46,066 | 0.0% | 0.0% | 8 | +128,400 | 8.84% | Q4 2025 | Jan 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,431,011 | 41,713 | 0.01% | — | 9 | +1,431,011 | New | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 1,342,139 | 39,123 | 0.0% | 0.0% | 10 | +1,032,570 | 333.55% | Q4 2025 | Feb 12, 2026 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | History | Added to | 1,259,121 | 36,703 | 0.76% | 0.59% | 11 | +410,659 | 48.4% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,248,898 | 36,405 | 0.01% | 0.0% | 12 | +871,223 | 230.68% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 1,089,030 | 31,745 | 0.01% | 0.01% | 13 | -34,033 | -3.03% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 865,560 | 25,231 | 0.01% | 0.02% | 14 | -149,564 | -14.73% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 863,271 | 25,165 | 0.0% | 0.0% | 15 | -351,725 | -28.95% | Q4 2025 | Feb 17, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 790,903 | 23,055 | 0.07% | 0.11% | 16 | -341,838 | -30.18% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 745,924 | 21,743 | 0.0% | 0.0% | 17 | -9,217 | -1.22% | Q4 2025 | Feb 13, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 700,805 | 20,428 | 0.04% | 0.03% | 18 | +74,993 | 11.98% | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 685,159 | 19,972 | 0.0% | 0.0% | 19 | +363,433 | 112.96% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 586,282 | 17,090 | 0.0% | 0.0% | 20 | +173,717 | 42.11% | Q4 2025 | Feb 11, 2026 |
| Invesco Ltd. | History | Added to | 577,397 | 16,831 | 0.0% | 0.0% | 21 | +475,004 | 463.9% | Q4 2025 | Feb 19, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | Added to | 505,989 | 14,749 | 0.23% | 0.05% | 22 | +421,999 | 502.44% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 501,165 | 14,608 | 0.0% | 0.0% | 23 | +348,753 | 228.82% | Q4 2025 | Jan 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 499,925 | 14,575 | 0.0% | 0.0% | 24 | +244,256 | 95.54% | Q4 2025 | Feb 09, 2026 |
| RTW INVESTMENTS, LP | History | New | 495,000 | 14,429 | 0.14% | — | 25 | +495,000 | New | Q4 2025 | Feb 17, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Added to | 440,508 | 12,840 | 0.05% | 0.04% | 26 | +143,509 | 48.32% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 322,351 | 9,396 | 0.0% | 0.0% | 27 | +247,871 | 332.8% | Q4 2025 | Feb 13, 2026 |
| Board of Trustees of The Leland Stanford Junior University | History | No change | 312,234 | 9,101 | 1.83% | 1.24% | 28 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 304,487 | 8,875 | 0.01% | 0.01% | 29 | +104,005 | 51.88% | Q4 2025 | Feb 17, 2026 |
| Rock Springs Capital Management LP | History | Added to | 277,700 | 8,094 | 0.42% | 0.49% | 30 | +27,700 | 11.08% | Q4 2025 | Feb 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | New | 228,617 | 6,664 | 0.01% | — | 31 | +228,617 | New | Q4 2025 | Feb 12, 2026 |
| Alyeska Investment Group, L.P. | History | Added to | 225,000 | 6,558 | 0.02% | 0.01% | 32 | +140,000 | 164.71% | Q4 2025 | Feb 13, 2026 |
| EMERALD ADVISERS, LLC | History | Added to | 221,582 | 6,459 | 0.2% | 0.24% | 33 | +3,644 | 1.67% | Q4 2025 | Feb 09, 2026 |
| NZS Capital, LLC | History | New | 209,688 | 6,112 | 0.19% | — | 34 | +209,688 | New | Q4 2025 | Feb 12, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | Added to | 185,868 | 5,418 | 0.06% | 0.04% | 35 | +66,509 | 55.72% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 153,346 | 4,470 | 0.0% | 0.0% | 36 | +51,761 | 50.95% | Q4 2025 | Feb 13, 2026 |
| Freestone Grove Partners LP | History | Added to | 150,000 | 4,372 | 0.03% | 0.01% | 37 | +120,000 | 400.0% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 147,195 | 4,290 | 0.0% | 0.0% | 38 | +90,150 | 158.03% | Q4 2025 | Mar 25, 2026 |
| NORTHERN TRUST CORP | History | Added to | 138,762 | 4,044 | 0.0% | 0.0% | 39 | +104,838 | 309.04% | Q4 2025 | Feb 17, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 131,262 | 3,826 | 0.19% | 0.23% | 40 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Catalio Capital Management, LP | History | New | 113,857 | 3,318 | 0.59% | — | 41 | +113,857 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 110,509 | 3,222 | 0.0% | — | 42 | +110,509 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 101,537 | 2,959 | 0.0% | 0.0% | 43 | +4,716 | 4.87% | Q4 2025 | Feb 17, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | Added to | 100,000 | 2,915 | 0.22% | 0.14% | 44 | +50,000 | 100.0% | Q4 2025 | Feb 10, 2026 |
| West Family Investments, Inc. | History | New | 87,773 | 2,558 | 0.6% | — | 45 | +87,773 | New | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 86,738 | 2,528 | 0.0% | 0.0% | 46 | +21,757 | 33.48% | Q4 2025 | Feb 17, 2026 |
| Ghisallo Capital Management LLC | History | No change | 75,000 | 2,186 | 0.1% | 0.08% | 47 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 67,769 | 1,975 | 0.0% | 0.0% | 48 | -48,226 | -41.58% | Q4 2025 | Feb 17, 2026 |
| Burkehill Global Management, LP | History | No change | 65,000 | 1,894 | 0.12% | 0.12% | 49 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VARCOV Co. | History | New | 56,831 | 1,656 | 0.65% | — | 50 | +56,831 | New | Q4 2025 | Feb 17, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 56,562 | 1,648 | 0.0% | 0.0% | 51 | -23,400 | -29.26% | Q4 2025 | Feb 10, 2026 |
| Brevan Howard Capital Management LP | History | New | 52,621 | 1,533 | 0.02% | — | 52 | +52,621 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | New | 48,653 | 1,418 | 0.0% | — | 53 | +48,653 | New | Q4 2025 | Feb 10, 2026 |
| Lisanti Capital Growth, LLC | History | Added to | 43,789 | 1,276 | 0.3% | 0.24% | 54 | +14,625 | 50.15% | Q4 2025 | Feb 09, 2026 |
| XTX Topco Ltd | History | Added to | 43,205 | 1,259 | 0.03% | 0.02% | 55 | +31,913 | 282.62% | Q4 2025 | Feb 17, 2026 |
| XXEC, Inc. | History | Added to | 41,920 | 1,221 | 1.22% | 0.85% | 56 | +12,088 | 40.52% | Q4 2025 | Mar 05, 2026 |
| Swiss National Bank | History | New | 41,100 | 1,198 | 0.0% | — | 57 | +41,100 | New | Q4 2025 | Feb 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 36,877 | 1,108 | 0.0% | — | 58 | +36,877 | New | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 35,000 | 1,020 | 0.0% | — | 59 | +35,000 | New | Q4 2025 | Feb 10, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | New | 32,773 | 955 | 0.0% | — | 60 | +32,773 | New | Q4 2025 | Feb 17, 2026 |
| BCWM, LLC | History | New | 31,139 | 907 | 0.27% | — | 61 | +31,139 | New | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Added to | 30,336 | 884 | 0.0% | 0.0% | 62 | +13,618 | 81.46% | Q4 2025 | Feb 13, 2026 |
| TrueMark Investments, LLC | History | Reduced | 26,506 | 772 | 0.15% | 0.16% | 63 | -758 | -2.78% | Q4 2025 | Jan 14, 2026 |
| Nuveen, LLC | History | New | 23,239 | 677 | 0.0% | — | 64 | +23,239 | New | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 21,488 | 626 | 0.0% | — | 65 | +21,488 | New | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | New | 20,693 | 603 | 0.0% | — | 66 | +20,693 | New | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | New | 20,054 | 584 | 0.0% | — | 67 | +20,054 | New | Q4 2025 | Feb 13, 2026 |
| Quent Capital, LLC | History | New | 20,000 | 583 | 0.04% | — | 68 | +20,000 | New | Q4 2025 | Jan 29, 2026 |
| Lykos Global Management, LP | History | New | 20,000 | 583 | 0.41% | — | 69 | +20,000 | New | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 18,513 | 539 | 0.0% | 0.0% | 70 | +8,483 | 84.58% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Added to | 17,718 | 516 | 0.0% | 0.0% | 71 | +15,957 | 906.13% | Q4 2025 | Feb 09, 2026 |
| BRANDYWINE MANAGERS, LLC | History | No change | 16,774 | 488 | 0.24% | 0.54% | 72 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Legato Capital Management LLC | History | Added to | 16,180 | 471 | 0.04% | 0.03% | 73 | +8,965 | 124.26% | Q4 2025 | Feb 06, 2026 |
| Sandia Investment Management LP | History | Added to | 15,917 | 463 | 1.15% | 0.75% | 74 | +8,417 | 112.23% | Q4 2025 | Feb 17, 2026 |
| Perpetual Ltd | History | New | 15,741 | 458 | 0.01% | — | 75 | +15,741 | New | Q4 2025 | Jan 20, 2026 |
| SEI INVESTMENTS CO | History | Added to | 15,153 | 441 | 0.0% | 0.0% | 76 | +6,145 | 68.22% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | New | 13,844 | 403 | 0.0% | — | 77 | +13,844 | New | Q4 2025 | Feb 11, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 11,309 | 329 | 0.0% | — | 78 | +11,309 | New | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | New | 11,035 | 321 | 0.0% | — | 79 | +11,035 | New | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | New | 10,715 | 312 | 0.0% | — | 80 | +10,715 | New | Q4 2025 | Jan 09, 2026 |
| STIFEL FINANCIAL CORP | History | New | 10,576 | 308 | 0.0% | — | 81 | +10,576 | New | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 8,610 | 251 | 0.0% | — | 82 | +8,610 | New | Q4 2025 | Feb 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 8,600 | 250 | 0.0% | — | 83 | +8,600 | New | Q4 2025 | Feb 10, 2026 |
| CONNABLE OFFICE INC | History | New | 7,552 | 220 | 0.02% | — | 84 | +7,552 | New | Q4 2025 | Feb 03, 2026 |
| STALEY CAPITAL ADVISERS INC | History | New | 7,000 | 204 | 0.01% | — | 85 | +7,000 | New | Q4 2025 | Feb 05, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 4,958 | 144 | 0.04% | — | 86 | +4,958 | New | Q4 2025 | Mar 03, 2026 |
| KLP KAPITALFORVALTNING AS | History | New | 4,500 | 131 | 0.0% | — | 87 | +4,500 | New | Q4 2025 | Jan 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | New | 4,490 | 130 | 0.0% | — | 88 | +4,490 | New | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | New | 3,400 | 99 | 0.0% | — | 89 | +3,400 | New | Q4 2025 | Feb 02, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 3,100 | 90 | 0.0% | 0.01% | 90 | -116,189 | -97.4% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | New | 2,445 | 71 | 0.0% | — | 91 | +2,445 | New | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | New | 1,576 | 45 | 0.0% | — | 92 | +1,576 | New | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | New | 1,538 | 44 | 0.0% | — | 93 | +1,538 | New | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | New | 610 | 18 | 0.0% | — | 94 | +610 | New | Q4 2025 | Feb 05, 2026 |
| Sterling Capital Management LLC | History | New | 597 | 17 | 0.0% | — | 96 | +597 | New | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 600 | 17 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 490 | 14 | 0.0% | — | 97 | +490 | New | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 459 | 13 | 0.0% | — | 98 | +459 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 351 | 10 | 0.0% | 0.0% | 99 | +159 | 82.81% | Q4 2025 | Jan 29, 2026 |
| MAI Capital Management | History | No change | 334 | 9 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FNY Investment Advisers, LLC | History | New | 290 | 8 | 0.0% | — | 101 | +290 | New | Q4 2025 | Jan 16, 2026 |
| Center for Financial Planning, Inc. | History | New | 268 | 7 | 0.0% | — | 102 | +268 | New | Q4 2025 | Feb 05, 2026 |
| Quarry LP | History | New | 90 | 2 | 0.0% | — | 104 | +90 | New | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | New | 70 | 2 | 0.0% | — | 103 | +70 | New | Q4 2025 | Feb 24, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 65 | 1 | 0.0% | — | 107 | +65 | New | Q4 2025 | Jan 30, 2026 |
| CWM, LLC | History | New | 44 | 1 | 0.0% | — | 105 | +44 | New | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 62 | 1 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Capital International Investors | History | Closed out | 0 | 0 | — | 0.01% | — | -1,297,423 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Artisan Partners Limited Partnership | History | Closed out | 0 | 0 | — | 0.02% | — | -499,622 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PERCEPTIVE ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -150,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | History | Closed out | 0 | 0 | — | 0.05% | — | -100,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JENNISON ASSOCIATES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -94,121 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -75,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atika Capital Management LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -69,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SOROS FUND MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -65,896 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRAIDWELL LP | History | Closed out | 0 | 0 | — | 0.05% | — | -50,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Limestone Investment Advisors LP | History | Closed out | 0 | 0 | — | 0.1% | — | -37,897 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,200 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Zimmer Partners, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -20,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,443 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -11,471 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,555 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hudson Bay Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,560 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -7,998 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -6,958 | -100.0% | Q3 2025 | Oct 31, 2025 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,200 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -450 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -109 | -100.0% | Q3 2025 | Oct 17, 2025 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -77 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Avion Wealth | History | Reduced | 17 | 0 | — | 0.0% | — | -35 | -67.31% | Q4 2025 | Jan 23, 2026 |
| Nemes Rush Group LLC | History | New | 27 | 0 | — | — | — | +27 | New | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 25 | 0 | — | — | — | +25 | New | Q4 2025 | Feb 17, 2026 |
| Bare Financial Services, Inc | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Feb 06, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rockefeller Capital Management L.P. | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Mar 16, 2026 |