Resolute Holdings Management, Inc. - RHLD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LOCUST WOOD CAPITAL ADVISERS, LLC | History | Reduced | 543,969 | 112,291 | 2.71% | 1.05% | 1 | -38,183 | -6.56% | Q4 2025 | Feb 11, 2026 |
| Bleichroeder LP | History | Reduced | 319,844 | 66,025 | 11.62% | 4.52% | 2 | -1,569 | -0.49% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 282,583 | 58,333 | 0.0% | 0.0% | 3 | +10,001 | 3.67% | Q4 2025 | Feb 12, 2026 |
| BALANCE CAPITAL PARTNERS L.P. | History | New | 252,718 | 52,168 | 42.35% | — | 4 | +252,718 | New | Q4 2025 | Feb 13, 2026 |
| Newtyn Management, LLC | History | Reduced | 242,423 | 50,043 | 5.26% | 2.21% | 5 | -7,577 | -3.03% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 228,403 | 47,149 | 0.0% | 0.0% | 6 | +27,571 | 13.73% | Q4 2025 | Jan 29, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | Added to | 207,774 | 42,890 | 6.66% | 1.83% | 7 | +54,269 | 35.35% | Q4 2025 | Feb 17, 2026 |
| Tikvah Management LLC | History | Reduced | 183,566 | 37,893 | 10.13% | 5.2% | 8 | -60,580 | -24.81% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 136,744 | 28,228 | 0.0% | 0.0% | 9 | -11,636 | -7.84% | Q4 2025 | Jan 29, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 124,430 | 25,690 | 0.0% | 0.0% | 10 | +5,015 | 4.2% | Q4 2025 | Feb 09, 2026 |
| Zuckerman Investment Group, LLC | History | Added to | 122,517 | 25,291 | 2.26% | 0.81% | 11 | +497 | 0.41% | Q4 2025 | Feb 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 103,735 | 21,414 | 0.0% | 0.0% | 12 | -46,634 | -31.01% | Q4 2025 | Feb 17, 2026 |
| Nine Ten Capital Management LLC | History | Reduced | 92,980 | 19,194 | 6.08% | 2.36% | 13 | -33,797 | -26.66% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 84,941 | 17,534 | 0.0% | 0.0% | 14 | -495 | -0.58% | Q4 2025 | Feb 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 56,945 | 11,755 | 0.0% | 0.0% | 15 | +10,365 | 22.25% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 50,915 | 10,510 | 0.0% | 0.0% | 16 | +41,991 | 470.54% | Q4 2025 | Mar 25, 2026 |
| Invesco Ltd. | History | Added to | 47,760 | 9,859 | 0.0% | 0.0% | 17 | +10,285 | 27.44% | Q4 2025 | Feb 19, 2026 |
| Atom Investors LP | History | Added to | 47,250 | 9,753 | 0.77% | 0.07% | 18 | +34,029 | 257.39% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 44,214 | 9,127 | 0.0% | 0.0% | 19 | -3,647 | -7.62% | Q4 2025 | Feb 17, 2026 |
| AlTi Global, Inc. | History | Added to | 31,019 | 6,403 | 0.14% | 0.05% | 20 | +2 | 0.01% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 29,743 | 6,139 | 0.01% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| J. Goldman & Co LP | History | New | 25,794 | 5,324 | 0.14% | — | 22 | +25,794 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 25,517 | 5,267 | 0.01% | 0.0% | 23 | -962 | -3.63% | Q4 2025 | Feb 17, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 22,840 | 4,714 | 0.01% | 0.0% | 24 | -389 | -1.67% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 22,596 | 4,664 | 0.0% | 0.0% | 25 | -13,565 | -37.51% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 22,135 | 4,569 | 0.0% | 0.0% | 26 | -2,488 | -10.1% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | Reduced | 21,327 | 4,402 | 0.09% | 0.03% | 27 | -950 | -4.26% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 21,050 | 4,345 | 0.0% | 0.0% | 28 | +13,388 | 174.73% | Q4 2025 | Feb 13, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | No change | 20,915 | 4,317 | 0.02% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | New | 19,000 | 3,922 | 0.04% | — | 30 | +19,000 | New | Q4 2025 | Feb 05, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 17,547 | 3,622 | 0.0% | 0.0% | 31 | +1,348 | 8.32% | Q4 2025 | Feb 17, 2026 |
| Ballast Asset Management, LP | History | Reduced | 15,869 | 3,250 | 1.54% | 0.53% | 32 | -546 | -3.33% | Q4 2025 | Feb 09, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 13,392 | 2,764 | 0.0% | 0.0% | 33 | +923 | 7.4% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 12,815 | 2,645 | 0.0% | 0.0% | 34 | +2,847 | 28.56% | Q4 2025 | Feb 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 12,700 | 2,621 | 0.0% | 0.0% | 35 | +1,009 | 8.63% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 12,446 | 2,569 | 0.0% | 0.0% | 36 | +1,000 | 8.74% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | Added to | 11,193 | 2,310 | 0.0% | 0.0% | 37 | +5,664 | 102.44% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 10,857 | 2,241 | 0.0% | 0.0% | 38 | -2,000 | -15.56% | Q4 2025 | Feb 10, 2026 |
| Leo Wealth, LLC | History | New | 10,839 | 2,237 | 0.16% | — | 39 | +10,839 | New | Q4 2025 | Jan 21, 2026 |
| PDT Partners, LLC | History | No change | 10,568 | 2,181 | 0.14% | 0.05% | 40 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Steamboat Capital Partners, LLC | History | New | 10,547 | 2,177 | 0.6% | — | 41 | +10,547 | New | Q4 2025 | Feb 17, 2026 |
| CREDIT AGRICOLE S A | History | No change | 9,432 | 1,947 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 7,665 | 1,582 | 0.0% | 0.0% | 43 | -1,780 | -18.85% | Q4 2025 | Feb 17, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 7,000 | 1,447 | 0.0% | 0.0% | 44 | -1,333 | -16.0% | Q4 2025 | Jan 28, 2026 |
| BARCLAYS PLC | History | Added to | 6,624 | 1,367 | 0.0% | 0.0% | 45 | +643 | 10.75% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | New | 6,054 | 1,249 | 0.0% | — | 46 | +6,054 | New | Q4 2025 | Feb 13, 2026 |
| Woodson Capital Management, LP | History | Reduced | 5,900 | 1,217 | 0.17% | 0.43% | 47 | -27,100 | -82.12% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 5,291 | 1,092 | 0.0% | 0.0% | 48 | -375 | -6.62% | Q4 2025 | Feb 13, 2026 |
| SkyView Investment Advisors, LLC | History | Reduced | 4,793 | 989 | 0.12% | 0.05% | 49 | -1,041 | -17.84% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,721 | 974 | 0.0% | 0.0% | 50 | +420 | 9.77% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 4,576 | 944 | 0.0% | 0.0% | 51 | +2,290 | 100.17% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 4,520 | 933 | 0.0% | 0.0% | 52 | +1,640 | 56.94% | Q4 2025 | Feb 17, 2026 |
| Huntleigh Advisors, Inc. | History | Reduced | 3,878 | 800 | 0.14% | 0.05% | 53 | -115 | -2.88% | Q4 2025 | Jan 29, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 3,697 | 763 | 0.01% | 0.0% | 54 | -26 | -0.7% | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | New | 3,561 | 735 | 0.01% | — | 55 | +3,561 | New | Q4 2025 | Feb 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 3,433 | 708 | 0.0% | — | 56 | +3,433 | New | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 3,301 | 681 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | New | 2,888 | 596 | 0.0% | — | 58 | +2,888 | New | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,700 | 557 | 0.0% | 0.0% | 59 | -488 | -15.31% | Q4 2025 | Feb 18, 2026 |
| State of Wyoming | History | New | 2,674 | 551 | 0.06% | — | 60 | +2,674 | New | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | New | 2,630 | 542 | 0.0% | — | 61 | +2,630 | New | Q4 2025 | Feb 11, 2026 |
| Voleon Capital Management LP | History | New | 2,526 | 521 | 0.01% | — | 62 | +2,526 | New | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 2,518 | 520 | 0.0% | — | 63 | +2,518 | New | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 2,425 | 500 | 0.0% | 0.0% | 64 | -420 | -14.76% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Reduced | 2,279 | 470 | 0.0% | 0.0% | 65 | -152 | -6.25% | Q4 2025 | Feb 13, 2026 |
| STRS OHIO | History | Reduced | 2,200 | 454 | 0.0% | 0.0% | 66 | -800 | -26.67% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | New | 2,188 | 451 | 0.0% | — | 67 | +2,188 | New | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,116 | 436 | 0.0% | 0.0% | 68 | -284 | -11.83% | Q4 2025 | Feb 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 2,002 | 413 | 0.0% | 0.0% | 69 | +22 | 1.11% | Q4 2025 | Feb 17, 2026 |
| FourThought Financial Partners, LLC | History | New | 1,956 | 403 | 0.03% | — | 70 | +1,956 | New | Q4 2025 | Feb 06, 2026 |
| IHT Wealth Management, LLC | History | New | 1,895 | 391 | 0.01% | — | 71 | +1,895 | New | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 1,820 | 375 | 0.01% | — | 72 | +1,820 | New | Q4 2025 | Feb 17, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 1,629 | 336 | 0.05% | — | 73 | +1,629 | New | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | New | 1,625 | 335 | 0.0% | — | 74 | +1,625 | New | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | New | 1,520 | 313 | 0.0% | — | 75 | +1,520 | New | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | New | 1,519 | 313 | 0.0% | — | 76 | +1,519 | New | Q4 2025 | Mar 09, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,421 | 293 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | New | 1,419 | 292 | 0.0% | — | 78 | +1,419 | New | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | New | 1,386 | 286 | 0.0% | — | 79 | +1,386 | New | Q4 2025 | Feb 10, 2026 |
| State of Alaska, Department of Revenue | History | New | 1,369 | 282 | 0.0% | — | 80 | +1,369 | New | Q4 2025 | Jan 23, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 1,332 | 274 | 0.0% | — | 81 | +1,332 | New | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | New | 1,293 | 267 | 0.0% | — | 82 | +1,293 | New | Q4 2025 | Jan 09, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | New | 1,271 | 262 | 0.0% | — | 83 | +1,271 | New | Q4 2025 | Feb 12, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | New | 1,261 | 260 | 0.03% | — | 84 | +1,261 | New | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 1,146 | 236 | 0.0% | 0.0% | 85 | -261 | -18.55% | Q4 2025 | Feb 13, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | Reduced | 1,078 | 222 | 0.04% | 0.02% | 86 | -339 | -23.92% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 1,059 | 218 | 0.0% | — | 87 | +1,059 | New | Q4 2025 | Feb 11, 2026 |
| Savant Capital, LLC | History | New | 1,037 | 214 | 0.0% | — | 88 | +1,037 | New | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 962 | 199 | 0.0% | — | 89 | +962 | New | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 942 | 194 | 0.0% | 0.0% | 90 | +102 | 12.14% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 916 | 189 | 0.0% | 0.0% | 91 | +64 | 7.51% | Q4 2025 | Jan 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 877 | 181 | 0.01% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 615 | 126 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BARD ASSOCIATES INC | History | New | 582 | 120 | 0.03% | — | 94 | +582 | New | Q4 2025 | Feb 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 416 | 85 | 0.01% | — | 95 | +416 | New | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 411 | 84 | 0.0% | 0.0% | 96 | -11 | -2.61% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Added to | 378 | 77 | 0.0% | 0.0% | 97 | +35 | 10.2% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 359 | 74 | 0.0% | 0.0% | 98 | -68 | -15.93% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 261 | 53 | 0.0% | 0.0% | 99 | -5 | -1.88% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 250 | 51 | 0.0% | — | 100 | +250 | New | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | New | 209 | 43 | 0.0% | — | 101 | +209 | New | Q4 2025 | Feb 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 187 | 38 | 0.0% | 0.0% | 102 | -88 | -32.0% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 169 | 34 | 0.0% | 0.0% | 103 | +11 | 6.96% | Q4 2025 | Jan 05, 2026 |
| Sterling Capital Management LLC | History | Reduced | 163 | 33 | 0.0% | 0.0% | 104 | -21 | -11.41% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Added to | 134 | 28 | 0.0% | 0.0% | 105 | +64 | 91.43% | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | New | 130 | 26 | 0.0% | — | 107 | +130 | New | Q4 2025 | Jan 23, 2026 |
| AlphaQuest LLC | History | No change | 130 | 26 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 84 | 17 | 0.0% | 0.0% | 108 | +5 | 6.33% | Q4 2025 | Feb 12, 2026 |
| Versant Capital Management, Inc | History | No change | 71 | 14 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 45 | 9 | 0.0% | — | 110 | +37 | 462.5% | Q4 2025 | Jan 15, 2026 |
| GROUP ONE TRADING LLC | History | No change | 36 | 7 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LRI Investments, LLC | History | No change | 34 | 7 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Larson Financial Group LLC | History | New | 28 | 5 | 0.0% | — | 113 | +28 | New | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 23 | 4 | 0.0% | — | 114 | +23 | New | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 20 | 4 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Added to | 19 | 3 | 0.0% | 0.0% | 116 | +1 | 5.56% | Q4 2025 | Feb 06, 2026 |
| North Star Investment Management Corp. | History | No change | 14 | 2 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -150,311 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,415 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -3,471 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,385 | -100.0% | Q3 2025 | Nov 07, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,055 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -2,845 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.01% | — | -469 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -451 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 03, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MRP Capital Investments, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q3 2025 | Dec 08, 2025 |
| Smartleaf Asset Management LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 10, 2026 |
| True Wealth Design, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |