LifeMD, Inc. - LFMD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 2,814,769 | 9,598 | 0.0% | 0.0% | 1 | +83,836 | 3.07% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 2,021,704 | 6,894 | 0.0% | 0.0% | 2 | -205,167 | -9.21% | Q4 2025 | Jan 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 1,498,325 | 5,109 | 0.01% | 0.01% | 3 | -135,500 | -8.29% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,086,936 | 3,706 | 0.0% | 0.0% | 4 | +109,312 | 11.18% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 1,073,402 | 3,660 | 0.0% | 0.0% | 5 | -69,109 | -6.05% | Q4 2025 | Feb 13, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 980,285 | 3,342 | 0.01% | 0.0% | 6 | +721,018 | 278.1% | Q4 2025 | Feb 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 959,700 | 3,273 | 0.0% | 0.0% | 7 | +11,324 | 1.19% | Q4 2025 | Feb 09, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 909,651 | 3,101 | 0.03% | 0.06% | 8 | +95,200 | 11.69% | Q4 2025 | Feb 09, 2026 |
| Whetstone Capital Advisors, LLC | History | Added to | 703,053 | 2,397 | 0.75% | 0.7% | 9 | +332,269 | 89.61% | Q4 2025 | Feb 13, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | New | 687,328 | 2,343 | 0.22% | — | 10 | +687,328 | New | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Reduced | 674,008 | 2,298 | 0.0% | 0.0% | 11 | -189,014 | -21.9% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 462,622 | 1,577 | 0.0% | 0.0% | 12 | -193,359 | -29.48% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 428,494 | 1,461 | 0.0% | — | 13 | +428,494 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 359,698 | 1,226 | 0.0% | 0.0% | 14 | -59,306 | -14.15% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 326,205 | 1,112 | 0.0% | 0.0% | 15 | -649,552 | -66.57% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 321,854 | 1,097 | 0.0% | 0.0% | 16 | +1,721 | 0.54% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 307,233 | 1,047 | 0.0% | 0.0% | 17 | -20,410 | -6.23% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 287,398 | 980 | 0.0% | 0.0% | 18 | -157,122 | -35.35% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 262,446 | 894 | 0.0% | 0.0% | 19 | -27,989 | -9.64% | Q4 2025 | Mar 25, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 255,692 | 871 | 0.0% | 0.0% | 20 | -2,804 | -1.08% | Q4 2025 | Feb 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 216,836 | 739 | 0.0% | 0.0% | 21 | +149,234 | 220.75% | Q4 2025 | Feb 17, 2026 |
| Barry Investment Advisors, LLC | History | No change | 171,894 | 586 | 0.13% | 0.27% | 22 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MYDA Advisors LLC | History | New | 150,000 | 511 | 0.1% | — | 23 | +150,000 | New | Q4 2025 | Feb 13, 2026 |
| Divisadero Street Capital Management, LP | History | No change | 135,826 | 463 | 0.02% | 0.04% | 24 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 114,365 | 389 | 0.0% | 0.0% | 25 | +33,486 | 41.4% | Q4 2025 | Feb 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 113,315 | 386 | 0.0% | 0.0% | 26 | +9 | 0.01% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 107,705 | 367 | 0.0% | 0.0% | 27 | +35,085 | 48.31% | Q4 2025 | Feb 02, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 100,000 | 341 | 0.02% | 0.05% | 28 | -20,000 | -16.67% | Q4 2025 | Jan 29, 2026 |
| MAI Capital Management | History | No change | 100,000 | 341 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Reduced | 99,308 | 338 | 0.0% | 0.0% | 30 | -1,224,091 | -92.5% | Q4 2025 | Feb 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 88,284 | 301 | 0.0% | 0.0% | 31 | +73,381 | 492.39% | Q4 2025 | Feb 10, 2026 |
| XTX Topco Ltd | History | Added to | 82,360 | 280 | 0.01% | 0.03% | 32 | +6,814 | 9.02% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 76,200 | 259 | 0.01% | 0.01% | 33 | +32,500 | 74.37% | Q4 2025 | Feb 17, 2026 |
| PIER 88 INVESTMENT PARTNERS LLC | History | Added to | 74,760 | 254 | 0.06% | 0.08% | 34 | +15,020 | 25.14% | Q4 2025 | Feb 04, 2026 |
| BRC Group Holdings, Inc. | History | New | 74,000 | 252 | 0.11% | — | 35 | +74,000 | New | Q4 2025 | Feb 10, 2026 |
| Wealthspire Advisors, LLC | History | No change | 61,664 | 210 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 61,028 | 208 | 0.0% | 0.0% | 37 | +7,300 | 13.59% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 60,824 | 207 | 0.0% | 0.0% | 38 | -117 | -0.19% | Q4 2025 | Feb 11, 2026 |
| Squarepoint Ops LLC | History | New | 59,901 | 204 | 0.0% | — | 39 | +59,901 | New | Q4 2025 | Feb 13, 2026 |
| Jump Financial, LLC | History | Added to | 59,925 | 204 | 0.0% | 0.0% | 40 | +12,525 | 26.42% | Q4 2025 | Feb 17, 2026 |
| Aristides Capital LLC | History | New | 59,500 | 202 | 0.04% | — | 41 | +59,500 | New | Q4 2025 | Feb 26, 2026 |
| State of Wyoming | History | Added to | 57,714 | 196 | 0.02% | 0.02% | 42 | +37,248 | 182.0% | Q4 2025 | Feb 11, 2026 |
| Verition Fund Management LLC | History | Added to | 54,893 | 187 | 0.0% | 0.0% | 43 | +21,004 | 61.98% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 53,736 | 183 | 0.0% | 0.0% | 44 | -70,178 | -56.63% | Q4 2025 | Feb 11, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 51,425 | 175 | 0.01% | 0.05% | 45 | -39,388 | -43.37% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 49,948 | 170 | 0.0% | 0.0% | 46 | -38,976 | -43.83% | Q4 2025 | Feb 17, 2026 |
| Centiva Capital, LP | History | New | 47,801 | 163 | 0.0% | — | 47 | +47,801 | New | Q4 2025 | Feb 13, 2026 |
| Virtu Financial LLC | History | New | 45,424 | 155 | 0.01% | — | 48 | +45,424 | New | Q4 2025 | Feb 23, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 44,711 | 152 | 0.0% | 0.0% | 49 | -95,564 | -68.13% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 44,760 | 152 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 44,457 | 151 | 0.0% | 0.0% | 51 | -7,694 | -14.75% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 44,238 | 150 | 0.0% | 0.0% | 52 | -63,503 | -58.94% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 44,162 | 150 | 0.0% | 0.0% | 53 | +18,396 | 71.4% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | No change | 40,200 | 137 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 33,730 | 115 | 0.03% | 0.04% | 55 | -1,009 | -2.9% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | New | 32,466 | 110 | 0.0% | — | 56 | +32,466 | New | Q4 2025 | Feb 12, 2026 |
| Engineers Gate Manager LP | History | Reduced | 26,296 | 89 | 0.0% | 0.0% | 57 | -20,252 | -43.51% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 25,500 | 87 | 0.0% | 0.0% | 58 | -500 | -1.92% | Q4 2025 | Feb 05, 2026 |
| SG Americas Securities, LLC | History | Added to | 25,298 | 86 | 0.0% | 0.0% | 59 | +3,061 | 13.77% | Q4 2025 | Jan 09, 2026 |
| Invesco Ltd. | History | Added to | 24,464 | 83 | 0.0% | 0.0% | 60 | +3,870 | 18.79% | Q4 2025 | Feb 19, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 21,197 | 72 | 0.0% | 0.0% | 61 | +1,216 | 6.09% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 20,022 | 67 | 0.0% | 0.0% | 62 | +17,501 | 694.21% | Q4 2025 | Jan 23, 2026 |
| AXQ CAPITAL, LP | History | New | 19,564 | 66 | 0.01% | — | 64 | +19,564 | New | Q4 2025 | Feb 10, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 19,282 | 66 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 17,733 | 59 | 0.0% | 0.0% | 65 | -368,799 | -95.41% | Q4 2025 | Feb 10, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 16,674 | 56 | 0.0% | 0.0% | 66 | -1,108 | -6.23% | Q4 2025 | Feb 10, 2026 |
| SHERBROOKE PARK ADVISERS LLC | History | New | 15,395 | 52 | 0.13% | — | 67 | +15,395 | New | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 15,000 | 51 | 0.0% | 0.0% | 68 | -140 | -0.92% | Q4 2025 | Mar 09, 2026 |
| Scientech Research LLC | History | New | 13,404 | 45 | 0.03% | — | 69 | +13,404 | New | Q4 2025 | Feb 17, 2026 |
| Jain Global LLC | History | New | 13,233 | 45 | 0.0% | — | 70 | +13,233 | New | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 13,044 | 44 | 0.0% | — | 71 | +13,044 | New | Q4 2025 | Feb 13, 2026 |
| Quantbot Technologies LP | History | New | 12,741 | 43 | 0.0% | — | 73 | +12,741 | New | Q4 2025 | Feb 10, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 12,900 | 43 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Magnus Financial Group LLC | History | New | 12,000 | 40 | 0.0% | — | 74 | +12,000 | New | Q4 2025 | Jan 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 11,240 | 38 | 0.0% | — | 76 | +11,240 | New | Q4 2025 | Feb 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 11,400 | 38 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 11,032 | 37 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | No change | 10,144 | 34 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| King Wealth Management Group | History | No change | 10,000 | 34 | 0.0% | 0.01% | 79 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 3,544 | 12 | 0.0% | 0.0% | 80 | -826 | -18.9% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,399 | 11 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,000 | 10 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,845 | 9 | 0.0% | 0.0% | 83 | +2,087 | 275.33% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 2,407 | 8 | 0.0% | 0.0% | 84 | -108 | -4.29% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 1,978 | 6 | 0.0% | 0.0% | 85 | -17,727 | -89.96% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,763 | 6 | 0.0% | — | 86 | +1,763 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 1,061 | 4 | 0.0% | 0.0% | 88 | -5,825 | -84.59% | Q4 2025 | Jan 26, 2026 |
| AMALGAMATED BANK | History | Added to | 1,230 | 4 | 0.0% | 0.0% | 87 | +30 | 2.5% | Q4 2025 | Feb 05, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 932 | 3 | 0.0% | 0.0% | 92 | +607 | 186.77% | Q4 2025 | Feb 03, 2026 |
| CITIGROUP INC | History | Reduced | 892 | 3 | 0.0% | 0.0% | 89 | -357 | -28.58% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 942 | 3 | 0.0% | 0.0% | 90 | +107 | 12.81% | Q4 2025 | Feb 13, 2026 |
| IAG Wealth Partners, LLC | History | No change | 1,000 | 3 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Leonteq Securities AG | History | No change | 514 | 1 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -308,706 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Uniplan Investment Counsel, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -230,663 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -207,528 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mirador Capital Partners LP | History | Closed out | 0 | 0 | — | 0.19% | — | -193,540 | -100.0% | Q3 2025 | Oct 07, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 5.88% | — | -186,451 | -100.0% | Q3 2025 | Dec 09, 2025 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -141,736 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -85,545 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Connective Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -83,326 | -100.0% | Q3 2025 | Nov 17, 2025 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -75,502 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -62,900 | -100.0% | Q3 2025 | Mar 30, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -43,002 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -41,279 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -35,582 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,483 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,631 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.01% | — | -19,816 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA ADVISERS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,200 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,925 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.01% | — | -7,620 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,656 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,272 | -100.0% | Q3 2025 | Oct 30, 2025 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,248 | -100.0% | Q3 2025 | Oct 02, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -860 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -636 | -100.0% | Q3 2025 | Nov 10, 2025 |
| EverSource Wealth Advisors, LLC | History | Reduced | 171 | 0 | — | 0.0% | — | -178 | -51.0% | Q4 2025 | Feb 06, 2026 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | — | — | -85 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Caitong International Asset Management Co., Ltd | History | New | 64 | 0 | — | — | — | +64 | New | Q4 2025 | Mar 03, 2026 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | — | — | -55 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 52 | 0 | — | — | — | +52 | New | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 68 | 0 | — | — | — | +52 | 325.0% | Q4 2025 | Jan 07, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -42 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Harvest Fund Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -38 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Optiver Holding B.V. | History | Reduced | 180 | 0 | — | 0.0% | — | -32 | -15.09% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 26 | 0 | — | — | — | +26 | New | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q3 2025 | Nov 19, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 97 | 0 | — | — | — | +18 | 22.78% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 25 | 0 | — | — | — | -18 | -41.86% | Q4 2025 | Jan 23, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Oct 21, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 10, 2026 |
| Centerpoint Advisors, LLC | History | No change | 100 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AlphaQuest LLC | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |