Paysign, Inc. - PAYS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Topline Capital Management, LLC | History | Added to | 5,504,288 | 28,347 | 2.56% | 5.89% | 1 | +59,100 | 1.09% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 2,378,704 | 12,250 | 0.0% | 0.0% | 2 | +31,040 | 1.32% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,866,316 | 9,611 | 0.0% | 0.0% | 3 | +45,945 | 2.52% | Q4 2025 | Jan 29, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Added to | 1,462,560 | 7,532 | 0.44% | 0.2% | 4 | +909,825 | 164.6% | Q4 2025 | Feb 17, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 1,457,941 | 7,508 | 0.13% | 0.13% | 5 | +187,767 | 14.78% | Q4 2025 | Feb 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 1,303,772 | 6,714 | 0.01% | 0.01% | 6 | +177,350 | 15.74% | Q4 2025 | Feb 12, 2026 |
| Palisades Investment Partners, LLC | History | Added to | 924,373 | 4,760 | 1.8% | 2.22% | 7 | +26,739 | 2.98% | Q4 2025 | Jan 20, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 797,583 | 4,108 | 0.0% | 0.0% | 8 | +984 | 0.12% | Q4 2025 | Feb 09, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 778,183 | 4,007 | 0.04% | 0.04% | 9 | +155,606 | 24.99% | Q4 2025 | Feb 09, 2026 |
| STATE STREET CORP | History | Added to | 628,987 | 3,239 | 0.0% | 0.0% | 10 | +1,334 | 0.21% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 614,175 | 3,163 | 0.01% | 0.02% | 11 | -2,000 | -0.32% | Q4 2025 | Feb 13, 2026 |
| Joule Financial, LLC | History | No change | 614,175 | 3,163 | 0.95% | 1.16% | 12 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| 1248 Management, LLC | History | Reduced | 497,435 | 2,561 | 1.37% | 3.26% | 13 | -422,565 | -45.93% | Q4 2025 | Feb 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 492,883 | 2,538 | 0.0% | 0.0% | 14 | +61,726 | 14.32% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 385,732 | 1,986 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 377,745 | 1,945 | 0.0% | 0.0% | 16 | -127,142 | -25.18% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 344,839 | 1,775 | 0.0% | 0.0% | 17 | +187,224 | 118.79% | Q4 2025 | Mar 25, 2026 |
| AWM Investment Company, Inc. | History | Added to | 336,080 | 1,730 | 0.17% | 0.18% | 18 | +29,344 | 9.57% | Q4 2025 | Feb 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 313,529 | 1,614 | 0.01% | — | 19 | +313,529 | New | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 286,839 | 1,477 | 0.0% | 0.0% | 20 | +47,778 | 19.99% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 255,439 | 1,315 | 0.0% | 0.0% | 21 | -2,164 | -0.84% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 252,473 | 1,300 | 0.0% | 0.0% | 22 | +6,567 | 2.67% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 207,525 | 1,068 | 0.0% | 0.0% | 23 | +51,463 | 32.98% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 196,362 | 1,011 | 0.0% | 0.0% | 24 | +94,606 | 92.97% | Q4 2025 | Feb 10, 2026 |
| Squarepoint Ops LLC | History | Added to | 195,621 | 1,007 | 0.0% | 0.0% | 25 | +23,248 | 13.49% | Q4 2025 | Feb 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 177,510 | 914 | 0.0% | 0.01% | 26 | -42,584 | -19.35% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 166,500 | 857 | 0.0% | 0.0% | 27 | -55,100 | -24.86% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 155,648 | 801 | 0.0% | 0.0% | 28 | +107,325 | 222.1% | Q4 2025 | Feb 11, 2026 |
| Point72 Asset Management, L.P. | History | New | 148,125 | 762 | 0.0% | — | 29 | +148,125 | New | Q4 2025 | Feb 17, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 121,007 | 623 | 0.05% | 0.08% | 30 | -38,734 | -24.25% | Q4 2025 | Feb 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 113,382 | 583 | 0.0% | 0.0% | 31 | +7 | 0.01% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 107,077 | 551 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 105,420 | 542 | 0.0% | 0.0% | 33 | -79,280 | -42.92% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 100,955 | 519 | 0.0% | 0.0% | 34 | +32,799 | 48.12% | Q4 2025 | Feb 02, 2026 |
| STRS OHIO | History | Added to | 99,600 | 512 | 0.0% | 0.0% | 35 | +20,200 | 25.44% | Q4 2025 | Feb 02, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 91,020 | 468 | 0.0% | 0.0% | 36 | -30,070 | -24.83% | Q4 2025 | Jan 29, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 88,670 | 456 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PharVision Advisers, LLC | History | Added to | 86,588 | 445 | 0.23% | 0.18% | 38 | +34,607 | 66.58% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 84,055 | 432 | 0.0% | 0.0% | 39 | +24,772 | 41.79% | Q4 2025 | Feb 17, 2026 |
| Rothschild Wealth LLC | History | New | 80,000 | 412 | 0.04% | — | 41 | +80,000 | New | Q4 2025 | Feb 17, 2026 |
| PERRITT CAPITAL MANAGEMENT INC | History | Added to | 80,000 | 412 | 0.69% | 0.06% | 40 | +60,000 | 300.0% | Q4 2025 | Feb 17, 2026 |
| State of Wyoming | History | Added to | 73,879 | 380 | 0.04% | 0.05% | 42 | +653 | 0.89% | Q4 2025 | Feb 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 73,658 | 379 | 0.0% | 0.0% | 43 | -9,190 | -11.09% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 58,215 | 299 | 0.0% | 0.0% | 44 | -256,148 | -81.48% | Q4 2025 | Jan 29, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 57,111 | 294 | 0.0% | 0.0% | 45 | -93,889 | -62.18% | Q4 2025 | Feb 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 59,136 | 293 | 0.0% | 0.0% | 46 | +5,226 | 9.69% | Q4 2025 | Jan 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 55,300 | 284 | 0.0% | 0.0% | 47 | -11,500 | -17.22% | Q4 2025 | Feb 11, 2026 |
| BARCLAYS PLC | History | Added to | 54,131 | 278 | 0.0% | 0.0% | 48 | +1,504 | 2.86% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 53,345 | 274 | 0.0% | 0.0% | 49 | +5,359 | 11.17% | Q4 2025 | Feb 17, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 52,678 | 271 | 0.02% | — | 50 | +52,678 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 49,869 | 256 | 0.0% | 0.0% | 51 | -78,595 | -61.18% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 45,010 | 231 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 44,815 | 230 | 0.0% | 0.0% | 53 | +15,957 | 55.29% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 40,421 | 208 | 0.0% | 0.0% | 54 | -6,368 | -13.61% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 38,060 | 196 | 0.0% | 0.0% | 55 | +15,963 | 72.24% | Q4 2025 | Feb 13, 2026 |
| North Star Investment Management Corp. | History | New | 38,000 | 195 | 0.01% | — | 57 | +38,000 | New | Q4 2025 | Jan 30, 2026 |
| BARD ASSOCIATES INC | History | Added to | 37,895 | 195 | 0.05% | 0.06% | 56 | +1,419 | 3.89% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 37,896 | 195 | 0.0% | 0.0% | 58 | +1,268 | 3.46% | Q4 2025 | Feb 18, 2026 |
| Engineers Gate Manager LP | History | Added to | 34,063 | 175 | 0.0% | 0.0% | 59 | +19,769 | 138.3% | Q4 2025 | Feb 17, 2026 |
| Penbrook Management LLC | History | New | 30,825 | 158 | 0.11% | — | 60 | +30,825 | New | Q4 2025 | Jan 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 29,362 | 151 | 0.0% | 0.0% | 61 | +12,274 | 71.83% | Q4 2025 | Feb 17, 2026 |
| Arista Wealth Management, LLC | History | No change | 29,285 | 150 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 27,030 | 139 | 0.0% | 0.0% | 63 | -2,900 | -9.69% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 25,834 | 133 | 0.0% | 0.0% | 65 | -9,476 | -26.84% | Q4 2025 | Feb 11, 2026 |
| CONNORS INVESTOR SERVICES INC | History | No change | 25,897 | 133 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 25,711 | 132 | 0.0% | 0.0% | 66 | -18,594 | -41.97% | Q4 2025 | Feb 17, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 24,725 | 127 | 0.0% | — | 67 | +24,725 | New | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 24,412 | 125 | 0.0% | 0.0% | 68 | +7,537 | 44.66% | Q4 2025 | Feb 19, 2026 |
| Jump Financial, LLC | History | Reduced | 24,053 | 123 | 0.0% | 0.0% | 70 | -35,995 | -59.94% | Q4 2025 | Feb 17, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 23,908 | 123 | 0.0% | 0.0% | 69 | +10,302 | 75.72% | Q4 2025 | Feb 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 20,822 | 107 | 0.0% | 0.0% | 71 | -77,342 | -78.79% | Q4 2025 | Feb 10, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 20,101 | 103 | 0.0% | 0.0% | 72 | +346 | 1.75% | Q4 2025 | Feb 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 19,752 | 101 | 0.02% | 0.01% | 73 | +17,701 | 863.04% | Q4 2025 | Mar 03, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 18,928 | 98 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 16,438 | 84 | 0.0% | 0.0% | 75 | +926 | 5.97% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 16,075 | 82 | 0.0% | 0.0% | 76 | -1,776 | -9.95% | Q4 2025 | Feb 10, 2026 |
| ExodusPoint Capital Management, LP | History | New | 15,885 | 81 | 0.0% | — | 77 | +15,885 | New | Q4 2025 | Feb 17, 2026 |
| Man Group plc | History | Reduced | 13,715 | 70 | 0.0% | 0.0% | 78 | -4,298 | -23.86% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 12,902 | 66 | 0.0% | 0.0% | 79 | +2,183 | 20.37% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 12,515 | 64 | 0.0% | 0.0% | 80 | -90 | -0.71% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Reduced | 12,061 | 62 | 0.0% | 0.01% | 81 | -125,834 | -91.25% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 11,498 | 59 | 0.0% | 0.0% | 82 | +9,346 | 434.29% | Q4 2025 | Jan 23, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 11,391 | 58 | 0.0% | — | 83 | +11,391 | New | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 11,444 | 58 | 0.0% | 0.0% | 84 | -8,332 | -42.13% | Q4 2025 | Feb 12, 2026 |
| Inscription Capital, LLC | History | No change | 10,954 | 56 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AlphaQuest LLC | History | No change | 11,031 | 56 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SG Americas Securities, LLC | History | New | 10,085 | 52 | 0.0% | — | 87 | +10,085 | New | Q4 2025 | Jan 09, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | No change | 10,000 | 51 | 0.02% | 0.03% | 88 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,498 | 43 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 7,773 | 40 | 0.0% | 0.0% | 90 | +861 | 12.46% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Reduced | 7,604 | 39 | 0.0% | 0.0% | 91 | -1,884 | -19.86% | Q4 2025 | Feb 17, 2026 |
| Quarry LP | History | Reduced | 6,396 | 32 | 0.01% | 0.01% | 92 | -2,211 | -25.69% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 4,307 | 22 | 0.0% | — | 93 | +4,307 | New | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 3,531 | 18 | 0.0% | 0.0% | 94 | -200 | -5.36% | Q4 2025 | Feb 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,600 | 13 | 0.0% | 0.0% | 95 | +1,600 | 160.0% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,696 | 13 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,246 | 11 | 0.0% | 0.0% | 98 | -3,103 | -58.01% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 2,141 | 11 | 0.0% | 0.0% | 97 | -247 | -10.34% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,490 | 7 | 0.0% | 0.0% | 99 | -82 | -5.22% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 1,093 | 6 | 0.0% | 0.0% | 100 | -8 | -0.73% | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 979 | 5 | 0.0% | 0.0% | 101 | -309 | -23.99% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Reduced | 704 | 4 | 0.0% | 0.0% | 103 | -902 | -56.16% | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Reduced | 867 | 4 | 0.0% | 0.0% | 102 | -593 | -40.62% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 777 | 4 | 0.0% | 0.0% | 104 | +41 | 5.57% | Q4 2025 | Feb 03, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 420 | 2 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Newbridge Financial Services Group, Inc. | History | New | 300 | 1 | 0.0% | — | 108 | +300 | New | Q4 2025 | Jan 21, 2026 |
| Sterling Capital Management LLC | History | Added to | 223 | 1 | 0.0% | — | 106 | +140 | 168.67% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | Reduced | 238 | 1 | 0.0% | 0.0% | 107 | -13 | -5.18% | Q4 2025 | Feb 17, 2026 |
| Precision Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -160,996 | -100.0% | Q3 2025 | Oct 16, 2025 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -114,992 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Total Clarity Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -95,152 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -59,158 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -33,625 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,931 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -21,341 | -100.0% | Q3 2025 | Nov 13, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -17,672 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUMMIT WEALTH GROUP LLC / CO | History | Closed out | 0 | 0 | — | 0.0% | — | -14,717 | -100.0% | Q3 2025 | Feb 05, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,599 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,915 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SJS Investment Consulting Inc. | History | Reduced | 85 | 0 | — | 0.0% | — | -523 | -86.02% | Q4 2025 | Jan 21, 2026 |
| Clearstead Advisors, LLC | History | New | 95 | 0 | — | — | — | +95 | New | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 52 | 0 | — | — | — | +52 | New | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Global Retirement Partners, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| IFP Advisors, Inc | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Farther Finance Advisors, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |