OLAPLEX HOLDINGS, INC. - OLPX

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
ADVENT INTERNATIONAL, L.P. History No change 499,468,771 1,013,921 23.89% 13.85% 1 0 0.0% Q1 2026 May 15, 2026
FIL Ltd History New 26,776,105 54,355 0.04% 2 +26,776,105 New Q1 2026 May 15, 2026
BlackRock, Inc. History Added to 11,015,967 22,362 0.0% 0.0% 3 +133,030 1.22% Q1 2026 May 13, 2026
VANGUARD GROUP INC History No change 11,853,545 15,883 0.0% 0.0% 4 0 0.0% Q4 2025 Jan 29, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 6,588,608 13,374 0.0% 5 +6,588,608 New Q1 2026 May 08, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 4,599,639 9,337 0.0% 6 +4,599,639 New Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 4,088,323 8,300 0.0% 0.0% 7 +223,289 5.78% Q1 2026 May 15, 2026
GLAZER CAPITAL, LLC History New 3,500,001 7,105 0.15% 8 +3,500,001 New Q1 2026 May 14, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 3,268,200 6,634 0.01% 0.01% 9 -28,200 -0.86% Q1 2026 May 14, 2026
STATE STREET CORP History Reduced 3,029,880 6,150 0.0% 0.0% 10 -30,108 -0.98% Q1 2026 May 15, 2026
TIG Advisors, LLC History New 2,600,000 5,278 0.24% 11 +2,600,000 New Q1 2026 May 15, 2026
UBS Group AG History Added to 1,954,427 3,967 0.0% 0.0% 12 +1,585,474 429.72% Q1 2026 May 05, 2026
Russell Investments Group, Ltd. History Reduced 1,731,656 3,515 0.0% 0.0% 13 -178,180 -9.33% Q1 2026 May 08, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Reduced 1,455,791 2,955 0.06% 0.08% 14 -1,229,000 -45.78% Q1 2026 May 15, 2026
PSquared Asset Management AG History New 1,415,716 2,873 1.0% 15 +1,415,716 New Q1 2026 May 14, 2026
COATUE MANAGEMENT LLC History New 1,264,968 2,567 0.01% 16 +1,264,968 New Q1 2026 May 15, 2026
Empowered Funds, LLC History New 1,255,791 2,549 0.02% 17 +1,255,791 New Q1 2026 May 14, 2026
Alberta Investment Management Corp History New 1,251,500 2,540 0.02% 18 +1,251,500 New Q1 2026 Apr 28, 2026
GOLDMAN SACHS GROUP INC History Reduced 1,151,935 2,338 0.0% 0.0% 19 -134,255 -10.44% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 1,067,194 2,166 0.0% 0.0% 20 +69,623 6.98% Q1 2026 May 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 1,064,795 2,161 0.0% 0.0% 21 -24,851 -2.28% Q1 2026 May 15, 2026
OXFORD ASSET MANAGEMENT LLP History New 978,392 1,986 0.86% 22 +978,392 New Q1 2026 May 15, 2026
Man Group plc History New 886,609 1,799 0.0% 23 +886,609 New Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 871,026 1,763 0.0% 0.0% 24 +628,528 259.19% Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 818,088 1,660 0.0% 0.0% 25 -90,224 -9.93% Q1 2026 May 07, 2026
VANGUARD FIDUCIARY TRUST CO History New 782,983 1,589 0.0% 26 +782,983 New Q1 2026 May 08, 2026
Groupe la Francaise History New 731,100 1,484 0.02% 27 +731,100 New Q1 2026 May 21, 2026
Bank of New York Mellon Corp History Added to 666,886 1,353 0.0% 0.0% 28 +21,085 3.26% Q1 2026 May 05, 2026
CITADEL ADVISORS LLC History Added to 625,978 1,270 0.0% 0.0% 29 +582,478 1339.03% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History New 588,294 1,194 0.0% 30 +588,294 New Q1 2026 May 15, 2026
GABELLI FUNDS LLC History New 491,450 997 0.01% 31 +491,450 New Q1 2026 May 14, 2026
XTX Topco Ltd History Added to 490,857 996 0.02% 0.0% 32 +452,913 1193.64% Q1 2026 May 15, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History New 487,400 989 0.08% 33 +487,400 New Q1 2026 Apr 29, 2026
NATIXIS History No change 485,500 985 0.0% 0.0% 34 0 0.0% Q1 2026 May 14, 2026
GABELLI & Co INVESTMENT ADVISERS, INC. History New 470,148 954 0.14% 35 +470,148 New Q1 2026 May 14, 2026
Skandinaviska Enskilda Banken AB (publ) History New 400,000 811 0.02% 36 +400,000 New Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Reduced 381,581 774 0.0% 0.0% 37 -366,677 -49.0% Q1 2026 May 15, 2026
Fortress Investment Group LLC History New 373,131 757 0.19% 38 +373,131 New Q1 2026 May 15, 2026
MORGAN STANLEY History Reduced 362,800 736 0.0% 0.0% 39 -1,076,460 -74.79% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 333,689 677 0.0% 0.0% 40 +233,898 234.39% Q1 2026 May 15, 2026
Nuveen, LLC History Added to 329,041 667 0.0% 0.0% 41 +1,657 0.51% Q1 2026 Apr 30, 2026
Swiss National Bank History No change 322,700 655 0.0% 0.0% 42 0 0.0% Q1 2026 May 07, 2026
TUDOR INVESTMENT CORP ET AL History New 227,607 462 0.0% 43 +227,607 New Q1 2026 May 15, 2026
GLENMEDE TRUST CO NA History No change 318,418 426 0.0% 0.0% 44 0 0.0% Q4 2025 Feb 17, 2026
GROUP ONE TRADING LLC History Added to 170,700 346 0.0% 0.0% 45 +154,500 953.7% Q1 2026 May 13, 2026
Oasis Management Co Ltd. History Reduced 165,258 335 0.02% 0.02% 46 -31,311 -15.93% Q1 2026 May 14, 2026
JPMORGAN CHASE & CO History Reduced 158,405 321 0.0% 0.0% 47 -74,484 -31.98% Q1 2026 May 13, 2026
BARCLAYS PLC History Reduced 140,421 285 0.0% 0.0% 48 -104,667 -42.71% Q1 2026 May 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 139,943 284 0.0% 49 +139,943 New Q1 2026 May 08, 2026
Legal & General Group Plc History Reduced 138,346 280 0.0% 0.0% 50 -48,784 -26.07% Q1 2026 May 08, 2026
ABC ARBITRAGE SA History New 130,457 264 0.04% 51 +130,457 New Q1 2026 May 04, 2026
SIMPLEX TRADING, LLC History Added to 126,573 256 0.0% 0.0% 52 +99,734 371.6% Q1 2026 May 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 121,755 247 0.0% 0.0% 53 -1,045 -0.85% Q1 2026 May 15, 2026
IEQ CAPITAL, LLC History Added to 115,921 235 0.0% 0.0% 54 +76,724 195.74% Q1 2026 May 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 98,521 200 0.0% 0.0% 55 +26,806 37.38% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Reduced 95,826 194 0.0% 0.0% 56 -4,517 -4.5% Q1 2026 May 12, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 92,000 186 0.0% 0.0% 57 -142,100 -60.7% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History No change 136,220 182 0.0% 0.0% 58 0 0.0% Q1 2026 May 15, 2026
Boston Partners History Reduced 86,208 175 0.0% 0.0% 60 -61,141 -41.49% Q1 2026 May 11, 2026
Invesco Ltd. History Added to 86,694 175 0.0% 0.0% 59 +7,960 10.11% Q1 2026 May 12, 2026
JANE STREET GROUP, LLC History Added to 84,133 170 0.0% 0.0% 61 +49,926 145.95% Q1 2026 May 12, 2026
JANUS HENDERSON GROUP PLC History No change 80,797 163 0.0% 0.0% 62 0 0.0% Q1 2026 May 18, 2026
TWO SIGMA ADVISERS, LP History No change 115,800 155 0.0% 0.0% 63 0 0.0% Q4 2025 Feb 17, 2026
HSBC HOLDINGS PLC History Added to 73,882 149 0.0% 0.0% 64 +54,003 271.66% Q1 2026 Apr 30, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 71,961 146 0.0% 0.0% 65 -56,578 -44.02% Q1 2026 May 13, 2026
Creative Planning History Reduced 69,739 141 0.0% 0.0% 66 -29,883 -30.0% Q1 2026 May 12, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 66,823 135 0.0% 0.0% 67 +1,598 2.45% Q1 2026 May 15, 2026
MetLife Investment Management, LLC History Added to 61,939 125 0.0% 0.0% 68 +30,530 97.2% Q1 2026 May 14, 2026
Vanguard Personalized Indexing Management, LLC History Added to 58,921 119 0.0% 0.0% 69 +4,121 7.52% Q1 2026 May 14, 2026
Neuberger Berman Group LLC History Reduced 57,841 117 0.0% 0.0% 70 -19,788 -25.49% Q1 2026 May 14, 2026
Tower Research Capital LLC (TRC) History Added to 57,251 116 0.0% 0.0% 71 +48,299 539.53% Q1 2026 May 15, 2026
Mariner, LLC History Added to 56,516 114 0.0% 0.0% 72 +41,247 270.14% Q1 2026 May 13, 2026
Vanguard Investments Australia, Ltd. History New 55,734 113 0.0% 73 +55,734 New Q1 2026 May 08, 2026
WELLS FARGO & COMPANY/MN History Reduced 53,486 108 0.0% 0.0% 74 -104,445 -66.13% Q1 2026 May 11, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Reduced 52,461 106 0.02% 0.02% 75 -21,478 -29.05% Q1 2026 Apr 29, 2026
Mint Tower Capital Management B.V. History New 50,000 102 0.01% 77 +50,000 New Q1 2026 May 04, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 50,286 102 0.0% 0.0% 76 -4,297 -7.87% Q1 2026 May 15, 2026
Vanguard Global Advisers, LLC History New 48,820 99 0.0% 79 +48,820 New Q1 2026 May 08, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 48,783 99 0.0% 78 +48,783 New Q1 2026 May 15, 2026
FMR LLC History Reduced 45,371 92 0.0% 0.0% 80 -49,745 -52.3% Q1 2026 May 15, 2026
Arizona State Retirement System History Reduced 45,808 92 0.0% 0.0% 81 -650 -1.4% Q1 2026 May 01, 2026
TWO SIGMA INVESTMENTS, LP History New 44,700 90 0.0% 82 +44,700 New Q1 2026 May 15, 2026
State of Alaska, Department of Revenue History Reduced 43,590 88 0.0% 0.01% 83 -562,623 -92.81% Q1 2026 Apr 20, 2026
BANK OF MONTREAL /CAN/ History Reduced 42,615 86 0.0% 0.0% 84 -96 -0.22% Q1 2026 May 13, 2026
SEI INVESTMENTS CO History No change 40,393 82 0.0% 0.0% 85 0 0.0% Q1 2026 May 13, 2026
GARDNER LEWIS ASSET MANAGEMENT L P History New 40,271 81 0.02% 86 +40,271 New Q1 2026 May 08, 2026
CWM, LLC History Added to 37,987 77 0.0% 0.0% 87 +23,354 159.6% Q1 2026 May 14, 2026
Belvedere Trading LLC History New 37,401 75 0.0% 89 +37,401 New Q1 2026 May 12, 2026
LONGFELLOW INVESTMENT MANAGEMENT CO LLC History New 37,288 75 0.02% 88 +37,288 New Q1 2026 May 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 36,498 74 0.0% 0.0% 90 -21,019 -36.54% Q1 2026 May 08, 2026
KLP KAPITALFORVALTNING AS History No change 36,400 73 0.0% 0.0% 91 0 0.0% Q1 2026 Apr 29, 2026
Cerity Partners LLC History New 35,207 71 0.0% 92 +35,207 New Q1 2026 May 15, 2026
Police & Firemen's Retirement System of New Jersey History No change 34,923 70 0.0% 0.0% 93 0 0.0% Q1 2026 Apr 29, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History New 32,414 65 0.0% 94 +32,414 New Q1 2026 Apr 08, 2026
R Squared Ltd History Reduced 31,160 63 0.03% 0.02% 95 -7,210 -18.79% Q1 2026 Apr 29, 2026
Vident Advisory, LLC History Added to 30,786 62 0.0% 0.0% 96 +9,872 47.2% Q1 2026 May 14, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 30,240 61 0.0% 0.0% 97 -2,617 -7.96% Q1 2026 May 12, 2026
Abel Hall, LLC History Added to 28,663 58 0.01% 0.01% 98 +8,845 44.63% Q1 2026 Apr 28, 2026
Squarepoint Ops LLC History Reduced 28,370 57 0.0% 0.0% 99 -135,580 -82.7% Q1 2026 May 15, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 24,470 49 0.0% 0.0% 100 -1,887 -7.16% Q1 2026 May 12, 2026
Optiver Holding B.V. History Added to 24,123 48 0.0% 0.0% 101 +21,929 999.5% Q1 2026 May 15, 2026
PRUDENTIAL FINANCIAL INC History New 21,160 42 0.0% 103 +21,160 New Q1 2026 May 13, 2026
Cornerstone Wealth Management, LLC History No change 20,950 42 0.0% 0.0% 102 0 0.0% Q1 2026 Apr 23, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 20,318 41 0.0% 0.0% 104 +8,096 66.24% Q1 2026 May 15, 2026
ProShare Advisors LLC History Reduced 20,367 41 0.0% 0.0% 105 -5,391 -20.93% Q1 2026 Apr 24, 2026
Ionic Capital Management LLC History New 19,533 39 0.0% 106 +19,533 New Q1 2026 May 15, 2026
TWO SIGMA SECURITIES, LLC History Added to 18,519 37 0.0% 0.0% 107 +8,319 81.56% Q1 2026 May 15, 2026
Sequoia Financial Advisors, LLC History New 17,496 35 0.0% 108 +17,496 New Q1 2026 Apr 30, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 16,823 34 0.0% 0.0% 109 0 0.0% Q1 2026 May 15, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 15,224 30 0.0% 0.0% 110 +4,903 47.51% Q1 2026 May 15, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 15,133 30 0.0% 0.0% 111 -598 -3.8% Q1 2026 May 15, 2026
Pictet Asset Management Holding SA History No change 14,377 29 0.0% 0.0% 112 0 0.0% Q1 2026 Apr 22, 2026
CAPTRUST FINANCIAL ADVISORS History New 13,757 27 0.0% 114 +13,757 New Q1 2026 May 14, 2026
Ameritas Investment Partners, Inc. History No change 13,585 27 0.0% 0.0% 113 0 0.0% Q1 2026 May 13, 2026
XPONANCE LLC History Added to 12,804 25 0.0% 0.0% 116 +1,684 15.14% Q1 2026 May 13, 2026
Nierenberg Investment Management Company, LLC History No change 12,555 25 0.01% 0.01% 115 0 0.0% Q1 2026 May 13, 2026
CITIGROUP INC History Added to 12,274 24 0.0% 0.0% 117 +5,527 81.92% Q1 2026 May 11, 2026
MIRABELLA FINANCIAL SERVICES LLP History New 11,730 23 0.0% 119 +11,730 New Q1 2026 May 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 11,729 23 0.0% 0.0% 118 0 0.0% Q1 2026 May 14, 2026
AMERICAN CENTURY COMPANIES INC History New 10,016 20 0.0% 120 +10,016 New Q1 2026 May 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 7,508 15 0.0% 0.0% 121 0 0.0% Q1 2026 May 06, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 5,683 12 0.0% 0.0% 122 +9 0.16% Q1 2026 Apr 28, 2026
Quent Capital, LLC History No change 6,193 12 0.0% 0.0% 123 0 0.0% Q1 2026 Apr 28, 2026
CANADA LIFE ASSURANCE Co History No change 5,604 11 0.0% 0.0% 124 0 0.0% Q1 2026 May 14, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 4,818 10 0.0% 0.0% 125 0 0.0% Q1 2026 May 14, 2026
Sterling Capital Management LLC History Reduced 4,650 9 0.0% 0.0% 126 -3,449 -42.59% Q1 2026 Apr 22, 2026
SIGNATUREFD, LLC History Added to 3,663 7 0.0% 0.0% 127 +2,327 174.18% Q1 2026 Apr 07, 2026
QUADRANT CAPITAL GROUP LLC History No change 3,387 6 0.0% 0.0% 128 0 0.0% Q1 2026 May 13, 2026
Covestor Ltd History Reduced 2,697 5 0.0% 0.0% 129 -2,190 -44.81% Q1 2026 May 05, 2026
SBI Securities Co., Ltd. History Reduced 1,836 3 0.0% 0.0% 132 -2,878 -61.05% Q1 2026 Apr 27, 2026
EverSource Wealth Advisors, LLC History Added to 1,939 3 0.0% 131 +1,342 224.79% Q1 2026 May 15, 2026
Allworth Financial LP History Added to 1,829 3 0.0% 130 +1,130 161.66% Q1 2026 May 14, 2026
Parallel Advisors, LLC History New 1,200 2 0.0% 135 +1,200 New Q1 2026 May 07, 2026
Essential Partners LLC History Added to 1,229 2 0.0% 133 +1,162 1734.33% Q1 2026 May 21, 2026
WOLVERINE ASSET MANAGEMENT LLC History New 1,100 2 0.0% 134 +1,100 New Q1 2026 May 04, 2026
FNY Investment Advisers, LLC History New 1,100 2 0.0% 136 +1,100 New Q1 2026 Apr 15, 2026
GAMMA Investing LLC History Reduced 692 1 0.0% 0.0% 139 -1,826 -72.52% Q1 2026 Apr 06, 2026
MAI Capital Management History Added to 756 1 0.0% 137 +748 9350.0% Q1 2026 May 15, 2026
Arax Advisory Partners History New 24 1 0.0% 140 +24 New Q1 2026 May 13, 2026
OSAIC HOLDINGS, INC. History No change 515 1 0.0% 138 0 0.0% Q1 2026 May 15, 2026
Archon Capital Management LLC History Closed out 0 0 3.41% -4,466,876 -100.0% Q1 2026 May 14, 2026
Ninety One UK Ltd History Closed out 0 0 0.01% -3,525,027 -100.0% Q1 2026 Apr 24, 2026
Portolan Capital Management, LLC History Closed out 0 0 0.22% -3,082,600 -100.0% Q1 2026 May 15, 2026
T. Rowe Price Investment Management, Inc. History Closed out 0 0 0.0% -2,670,658 -100.0% Q1 2026 May 15, 2026
TD ASSET MANAGEMENT INC History Closed out 0 0 0.0% -779,630 -100.0% Q1 2026 May 11, 2026
Fund 1 Investments, LLC History Closed out 0 0 0.12% -763,328 -100.0% Q1 2026 May 15, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 173 0 0.0% -338,443 -99.95% Q1 2026 May 14, 2026
EXCHANGE TRADED CONCEPTS, LLC History Closed out 0 0 0.0% -198,495 -100.0% Q1 2026 Apr 14, 2026
MARSHALL WACE, LLP History Closed out 0 0 0.0% -156,400 -100.0% Q1 2026 May 14, 2026
PICTON MAHONEY ASSET MANAGEMENT History Closed out 0 0 0.0% -144,269 -100.0% Q1 2026 May 13, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -101,114 -100.0% Q1 2026 May 15, 2026
DEUTSCHE BANK AG\ History Closed out 0 0 0.0% -88,090 -100.0% Q1 2026 May 06, 2026
Graham Capital Management, L.P. History Closed out 0 0 0.0% -73,218 -100.0% Q1 2026 May 15, 2026
SG Americas Securities, LLC History Closed out 0 0 0.0% -68,313 -100.0% Q1 2026 Apr 16, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -53,810 -100.0% Q1 2026 May 08, 2026
American Alpha Advisors, LLC History Closed out 0 0 0.04% -50,000 -100.0% Q1 2026 May 14, 2026
Jump Financial, LLC History Closed out 0 0 0.0% -29,800 -100.0% Q1 2026 May 14, 2026
Vestcor Inc History Closed out 0 0 0.0% -19,237 -100.0% Q1 2026 May 12, 2026
Headlands Technologies LLC History Closed out 0 0 0.0% -18,347 -100.0% Q1 2026 May 13, 2026
Centiva Capital, LP History Closed out 0 0 0.0% -10,197 -100.0% Q1 2026 May 14, 2026
ROYAL BANK OF CANADA History Reduced 234 0 0.0% -4,900 -95.44% Q1 2026 May 15, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -4,414 -100.0% Q1 2026 May 08, 2026
Aster Capital Management (DIFC) Ltd History Reduced 757 0 0.0% -1,660 -68.68% Q1 2026 May 13, 2026
Quarry LP History Closed out 0 0 -482 -100.0% Q1 2026 May 15, 2026
Napier Financial, LLC History New 400 0 +400 New Q1 2026 May 05, 2026
Caitong International Asset Management Co., Ltd History Reduced 6 0 -310 -98.1% Q1 2026 May 11, 2026
ROTHSCHILD INVESTMENT LLC History Added to 320 0 +289 932.26% Q1 2026 May 07, 2026
HOLLENCREST CAPITAL MANAGEMENT History Closed out 0 0 -256 -100.0% Q1 2026 May 07, 2026
Farther Finance Advisors, LLC History Added to 254 0 +200 370.37% Q1 2026 Apr 07, 2026
Rockefeller Capital Management L.P. History Reduced 100 0 -123 -55.16% Q1 2026 May 14, 2026
IFP Advisors, Inc History Added to 193 0 +115 147.44% Q1 2026 Apr 13, 2026
DHJJ Financial Advisors, Ltd. History Closed out 0 0 -95 -100.0% Q1 2026 Apr 09, 2026
US BANCORP \DE\ History Added to 478 0 +93 24.16% Q1 2026 May 14, 2026
True Wealth Design, LLC History Added to 114 0 +62 119.23% Q1 2026 Apr 13, 2026
Western Wealth Management, LLC History New 50 0 +50 New Q1 2026 May 19, 2026
Steward Partners Investment Advisory, LLC History Closed out 0 0 -50 -100.0% Q1 2026 May 08, 2026
SJS Investment Consulting Inc. History Added to 56 0 +43 330.77% Q1 2026 Apr 23, 2026
Sunbelt Securities, Inc. History Reduced 91 0 -10 -9.9% Q1 2026 May 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Closed out 0 0 -1 -100.0% Q1 2026 May 07, 2026
Transamerica Financial Advisors, LLC History No change 55 0 0 0.0% Q1 2026 May 15, 2026
Dunhill Financial, LLC History No change 2 0 0 0.0% Q1 2026 May 06, 2026
ENTRUST FINANCIAL LLC History No change 5 0 0 0.0% Q1 2026 May 12, 2026