Repay Holdings Corp - RPAY

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
PharVision Advisers, LLC History New 14,814 38,516 0.39% 1 +14,814 New Q1 2026 May 11, 2026
Forager Capital Management, LLC History Added to 9,242,837 24,031 11.96% 6.6% 2 +5,252,111 131.61% Q1 2026 May 15, 2026
Veradace Capital Management LLC History Added to 7,192,304 18,699 16.63% 12.94% 3 +1,391,874 24.0% Q1 2026 May 14, 2026
VANGUARD GROUP INC History No change 4,595,030 16,771 0.0% 0.0% 4 0 0.0% Q4 2025 Jan 29, 2026
BlackRock, Inc. History Reduced 6,280,948 16,330 0.0% 0.0% 5 -13,516 -0.21% Q1 2026 May 13, 2026
PRIVATE MANAGEMENT GROUP INC History Added to 6,075,102 15,795 0.45% 0.58% 6 +662,610 12.24% Q1 2026 May 08, 2026
AMERICAN CENTURY COMPANIES INC History Added to 4,087,521 10,627 0.01% 0.01% 7 +115,866 2.92% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 3,992,611 10,380 0.0% 0.0% 8 +2,240,148 127.83% Q1 2026 May 15, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 3,221,897 8,376 0.0% 9 +3,221,897 New Q1 2026 May 15, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 2,944,447 7,659 0.0% 0.0% 10 -638,724 -17.83% Q1 2026 May 07, 2026
Portolan Capital Management, LLC History Added to 2,856,178 7,426 0.4% 0.55% 11 +65,897 2.36% Q1 2026 May 15, 2026
Whetstone Capital Advisors, LLC History Reduced 2,690,639 6,995 2.43% 3.11% 12 -37,988 -1.39% Q1 2026 May 15, 2026
STATE STREET CORP History Added to 1,750,391 4,551 0.0% 0.0% 13 +4,077 0.23% Q1 2026 May 15, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 1,682,867 4,376 0.0% 0.0% 14 -4,192 -0.25% Q1 2026 May 15, 2026
D. E. Shaw & Co., Inc. History Added to 1,633,661 4,247 0.0% 0.0% 15 +21,063 1.31% Q1 2026 May 15, 2026
Pacific Ridge Capital Partners, LLC History Added to 1,413,377 3,674 0.8% 0.87% 16 +324,136 29.76% Q1 2026 May 11, 2026
GOLDMAN SACHS GROUP INC History Added to 1,032,161 2,683 0.0% 0.0% 17 +218,751 26.89% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Added to 992,387 2,580 0.0% 0.0% 18 +107,601 12.16% Q1 2026 May 15, 2026
MORGAN STANLEY History Reduced 965,908 2,511 0.0% 0.0% 19 -249,047 -20.5% Q1 2026 May 15, 2026
Nuveen, LLC History Reduced 840,952 2,186 0.0% 0.0% 20 -343,715 -29.01% Q1 2026 Apr 30, 2026
Sovereign's Capital Management, LLC History Reduced 779,064 2,024 1.49% 1.79% 21 -31,272 -3.86% Q1 2026 May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History New 757,987 1,970 0.0% 22 +757,987 New Q1 2026 May 08, 2026
DEUTSCHE BANK AG\ History Reduced 672,688 1,748 0.0% 0.0% 23 -44,468 -6.2% Q1 2026 May 06, 2026
CONTINENTAL ADVISORS LLC History Added to 651,461 1,693 0.86% 0.95% 24 +37,370 6.09% Q1 2026 May 15, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 630,504 1,639 0.03% 0.04% 25 +45,939 7.86% Q1 2026 May 15, 2026
BANK OF MONTREAL /CAN/ History Reduced 629,786 1,637 0.0% 0.0% 26 -151,512 -19.39% Q1 2026 May 13, 2026
Aequim Alternative Investments LP History No change 578,484 1,504 0.03% 0.04% 27 0 0.0% Q1 2026 May 15, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 545,513 1,418 0.0% 0.0% 28 +19,928 3.79% Q1 2026 May 15, 2026
NORTHERN TRUST CORP History Added to 528,019 1,372 0.0% 0.0% 29 +24,773 4.92% Q1 2026 May 14, 2026
Empowered Funds, LLC History Added to 510,504 1,327 0.01% 0.03% 30 +45,939 9.89% Q1 2026 May 14, 2026
BANK OF AMERICA CORP /DE/ History Added to 495,656 1,288 0.0% 0.0% 31 +219,747 79.64% Q1 2026 May 15, 2026
Villanova Investment Management Co LLC History Reduced 485,219 1,261 1.29% 1.62% 32 -143,073 -22.77% Q1 2026 May 08, 2026
VANGUARD FIDUCIARY TRUST CO History New 432,567 1,124 0.0% 33 +432,567 New Q1 2026 May 08, 2026
UBS Group AG History Reduced 400,426 1,041 0.0% 0.0% 34 -204,363 -33.79% Q1 2026 May 05, 2026
Invesco Ltd. History Added to 308,520 802 0.0% 0.0% 35 +92,113 42.56% Q1 2026 May 12, 2026
BARCLAYS PLC History Reduced 297,242 772 0.0% 0.0% 36 -387,712 -56.6% Q1 2026 May 14, 2026
Vanguard Global Advisers, LLC History New 283,702 737 0.0% 37 +283,702 New Q1 2026 May 08, 2026
IEQ CAPITAL, LLC History Added to 271,509 705 0.0% 0.0% 38 +94,606 53.48% Q1 2026 May 14, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 256,868 667 0.0% 0.0% 39 +108,798 73.48% Q1 2026 May 12, 2026
FMR LLC History Added to 206,582 537 0.0% 0.0% 40 +34,354 19.95% Q1 2026 May 15, 2026
Bank of New York Mellon Corp History Reduced 197,267 512 0.0% 0.0% 41 -20,112 -9.25% Q1 2026 May 05, 2026
CWM, LLC History Added to 191,385 497 0.0% 0.0% 42 +72,120 60.47% Q1 2026 May 14, 2026
Inspire Investing, LLC History Added to 187,443 487 0.04% 0.04% 43 +58,317 45.16% Q1 2026 Apr 23, 2026
GSA CAPITAL PARTNERS LLP History Reduced 160,383 417 0.03% 0.07% 44 -50,640 -24.0% Q1 2026 May 08, 2026
Odyssean, LLC History Added to 145,251 377 0.14% 0.17% 45 +81,660 128.41% Q1 2026 May 15, 2026
Mariner, LLC History Added to 137,194 357 0.0% 0.0% 46 +91,973 203.39% Q1 2026 May 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 132,368 344 0.0% 0.0% 47 -863,709 -86.71% Q1 2026 May 15, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 117,865 306 0.0% 0.0% 48 0 0.0% Q1 2026 May 01, 2026
HSBC HOLDINGS PLC History No change 110,366 305 0.0% 0.0% 49 0 0.0% Q1 2026 Apr 30, 2026
Graham Capital Management, L.P. History Reduced 117,234 304 0.01% 0.01% 50 -6,751 -5.45% Q1 2026 May 15, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 110,532 287 0.0% 0.0% 51 -94,214 -46.02% Q1 2026 May 15, 2026
ALLIANCEBERNSTEIN L.P. History No change 75,400 275 0.0% 0.0% 52 0 0.0% Q1 2026 May 15, 2026
Cerity Partners LLC History Added to 95,496 248 0.0% 0.0% 53 +33,215 53.33% Q1 2026 May 15, 2026
RHUMBLINE ADVISERS History Reduced 90,731 235 0.0% 0.0% 54 -6,245 -6.44% Q1 2026 May 12, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 83,534 217 0.0% 55 +83,534 New Q1 2026 May 14, 2026
HB Wealth Management, LLC History Added to 78,151 203 0.0% 0.0% 56 +3,452 4.62% Q1 2026 Apr 27, 2026
Legal & General Group Plc History Reduced 75,306 195 0.0% 0.0% 57 -13,177 -14.89% Q1 2026 May 08, 2026
Russell Investments Group, Ltd. History Added to 68,254 177 0.0% 0.0% 58 +16,895 32.9% Q1 2026 May 08, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History Reduced 66,670 173 0.0% 0.0% 59 -1,217 -1.79% Q1 2026 May 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 66,407 171 0.0% 0.0% 60 +25,651 62.94% Q1 2026 Apr 08, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 63,847 166 0.0% 0.0% 61 +37,313 140.62% Q1 2026 May 15, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Added to 62,052 161 0.0% 0.0% 62 +30,712 98.0% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Reduced 55,708 144 0.0% 0.0% 63 -816,553 -93.61% Q1 2026 May 12, 2026
BFSG, LLC History Added to 46,197 120 0.01% 0.01% 64 +5,048 12.27% Q1 2026 Apr 28, 2026
State of Wyoming History Added to 45,810 119 0.01% 0.01% 65 +14,717 47.33% Q1 2026 May 13, 2026
TWO SIGMA SECURITIES, LLC History New 44,242 115 0.01% 66 +44,242 New Q1 2026 May 15, 2026
Numerai GP LLC History New 42,233 109 0.01% 67 +42,233 New Q1 2026 May 15, 2026
BLAIR WILLIAM & CO/IL History Added to 41,691 108 0.0% 0.0% 69 +647 1.58% Q1 2026 May 08, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 41,456 108 0.0% 0.0% 68 0 0.0% Q1 2026 May 15, 2026
Creative Planning History Added to 40,625 105 0.0% 0.0% 70 +15,446 61.34% Q1 2026 May 12, 2026
SEI INVESTMENTS CO History New 39,556 102 0.0% 71 +39,556 New Q1 2026 May 13, 2026
EntryPoint Capital, LLC History Reduced 39,183 101 0.03% 0.06% 72 -2,876 -6.84% Q1 2026 May 14, 2026
Squarepoint Ops LLC History Reduced 38,320 99 0.0% 0.0% 73 -54,242 -58.6% Q1 2026 May 15, 2026
RAYMOND JAMES FINANCIAL INC History No change 36,349 94 0.0% 0.0% 74 0 0.0% Q1 2026 May 14, 2026
TWO SIGMA ADVISERS, LP History No change 24,100 87 0.0% 0.0% 75 0 0.0% Q4 2025 Feb 17, 2026
JPMORGAN CHASE & CO History Added to 27,406 85 0.0% 0.0% 76 +425 1.58% Q1 2026 May 13, 2026
Callan Family Office, LLC History New 31,326 81 0.0% 77 +31,326 New Q1 2026 May 13, 2026
Lighthouse Investment Partners, LLC History No change 28,493 74 0.0% 0.0% 78 0 0.0% Q1 2026 May 14, 2026
WELLS FARGO & COMPANY/MN History Reduced 25,479 66 0.0% 0.0% 79 -50,116 -66.3% Q1 2026 May 11, 2026
Baird Financial Group, Inc. History New 25,000 65 0.0% 81 +25,000 New Q1 2026 May 14, 2026
DRW Securities, LLC History Added to 25,200 65 0.0% 0.0% 80 +7,450 41.97% Q1 2026 May 13, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 24,561 64 0.0% 0.0% 83 +9,035 58.19% Q1 2026 May 14, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 24,700 64 0.0% 0.0% 82 0 0.0% Q1 2026 May 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 24,400 63 0.0% 0.0% 84 0 0.0% Q1 2026 May 06, 2026
ROYCE & ASSOCIATES LP History Reduced 23,587 61 0.0% 0.03% 85 -658,150 -96.54% Q1 2026 May 12, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 23,195 60 0.0% 0.0% 86 0 0.0% Q1 2026 May 08, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 22,900 59 0.0% 0.0% 87 -70,260 -75.42% Q1 2026 May 15, 2026
Jump Financial, LLC History Reduced 21,689 56 0.0% 0.0% 88 -60,401 -73.58% Q1 2026 May 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 21,718 56 0.0% 0.0% 89 0 0.0% Q1 2026 Apr 29, 2026
Chicago Partners Investment Group LLC History New 14,004 55 0.0% 90 +14,004 New Q1 2026 May 04, 2026
Focus Partners Advisor Solutions, LLC History Added to 19,485 50 0.0% 0.0% 93 +5,596 40.29% Q1 2026 May 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 19,275 50 0.0% 0.0% 91 -2,606 -11.91% Q1 2026 May 15, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 19,405 50 0.0% 0.0% 92 -4 -0.02% Q1 2026 May 13, 2026
Pallas Capital Advisors LLC History Added to 18,944 49 0.0% 0.0% 94 +155 0.82% Q1 2026 Apr 21, 2026
Focus Partners Wealth History New 18,099 47 0.0% 96 +18,099 New Q1 2026 May 14, 2026
Vident Advisory, LLC History Reduced 18,100 47 0.0% 0.0% 95 -465 -2.5% Q1 2026 May 14, 2026
Rockefeller Capital Management L.P. History No change 17,875 46 0.0% 0.0% 97 0 0.0% Q1 2026 May 14, 2026
INTECH INVESTMENT MANAGEMENT LLC History Reduced 17,352 45 0.0% 0.0% 98 -15,456 -47.11% Q1 2026 May 08, 2026
Schonfeld Strategic Advisors LLC History Reduced 14,302 37 0.0% 0.0% 100 -4,108 -22.31% Q1 2026 May 15, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 14,238 37 0.0% 0.0% 99 -734 -4.9% Q1 2026 May 12, 2026
Krilogy Financial LLC History New 11,238 35 0.0% 102 +11,238 New Q1 2026 Apr 17, 2026
Merit Financial Group, LLC History Added to 13,707 35 0.0% 0.0% 101 +3,271 31.34% Q1 2026 Apr 15, 2026
Integrated Wealth Concepts LLC History New 12,871 33 0.0% 103 +12,871 New Q1 2026 May 15, 2026
PRUDENTIAL FINANCIAL INC History Reduced 10,945 28 0.0% 0.0% 104 -30,930 -73.86% Q1 2026 May 13, 2026
MARSHALL WACE, LLP History Reduced 10,400 27 0.0% 0.0% 105 -131,507 -92.67% Q1 2026 May 14, 2026
Avior Wealth Management, LLC History No change 10,175 26 0.0% 0.0% 106 0 0.0% Q1 2026 Apr 09, 2026
AlphaQuest LLC History No change 7,348 26 0.0% 0.0% 107 0 0.0% Q4 2025 Feb 09, 2026
MAI Capital Management History Added to 6,118 15 0.0% 108 +5,946 3456.98% Q1 2026 May 15, 2026
Ameritas Investment Partners, Inc. History No change 5,473 14 0.0% 0.0% 109 0 0.0% Q1 2026 May 13, 2026
EverSource Wealth Advisors, LLC History Reduced 4,807 12 0.0% 0.0% 111 -2,653 -35.56% Q1 2026 May 15, 2026
Tower Research Capital LLC (TRC) History Reduced 4,773 12 0.0% 0.0% 110 -1,096 -18.67% Q1 2026 May 15, 2026
Allworth Financial LP History Added to 4,019 10 0.0% 0.0% 112 +3,024 303.92% Q1 2026 May 14, 2026
MetLife Investment Management, LLC History Reduced 3,534 9 0.0% 0.0% 114 -24,757 -87.51% Q1 2026 May 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 3,648 9 0.0% 0.0% 113 -500 -12.05% Q1 2026 May 15, 2026
CITIGROUP INC History Reduced 3,131 8 0.0% 0.0% 115 -3,834 -55.05% Q1 2026 May 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 3,006 7 0.0% 116 +2,880 2285.71% Q1 2026 May 08, 2026
NISA INVESTMENT ADVISORS, LLC History No change 2,389 6 0.0% 0.0% 117 0 0.0% Q1 2026 Apr 30, 2026
Sterling Capital Management LLC History Reduced 2,232 5 0.0% 0.0% 119 -1,654 -42.56% Q1 2026 Apr 22, 2026
ROYAL BANK OF CANADA History Reduced 1,805 5 0.0% 0.0% 118 -1,346 -42.72% Q1 2026 May 15, 2026
North Star Investment Management Corp. History Added to 1,600 4 0.0% 0.0% 120 +100 6.67% Q1 2026 Apr 23, 2026
Covestor Ltd History Added to 1,415 4 0.0% 0.0% 121 +57 4.2% Q1 2026 May 05, 2026
OSAIC HOLDINGS, INC. History Reduced 1,200 3 0.0% 0.0% 122 -150 -11.11% Q1 2026 May 15, 2026
Bell Investment Advisors, Inc History New 858 2 0.0% 126 +858 New Q1 2026 Apr 17, 2026
Farther Finance Advisors, LLC History Added to 1,064 2 0.0% 0.0% 125 +463 77.04% Q1 2026 Apr 07, 2026
IFP Advisors, Inc History Added to 826 2 0.0% 0.0% 123 +441 114.55% Q1 2026 Apr 13, 2026
Steward Partners Investment Advisory, LLC History No change 1,000 2 0.0% 0.0% 124 0 0.0% Q1 2026 May 08, 2026
Caitong International Asset Management Co., Ltd History Reduced 619 1 0.0% 0.02% 129 -21,141 -97.16% Q1 2026 May 11, 2026
Wealth Preservation Advisors, LLC History New 664 1 0.0% 132 +664 New Q1 2026 May 15, 2026
True Wealth Design, LLC History Added to 550 1 0.0% 130 +430 358.33% Q1 2026 Apr 13, 2026
Arax Advisory Partners History New 335 1 0.0% 131 +335 New Q1 2026 May 13, 2026
ROTHSCHILD INVESTMENT LLC History Added to 706 1 0.0% 0.0% 127 +322 83.85% Q1 2026 May 07, 2026
Optiver Holding B.V. History Added to 566 1 0.0% 0.0% 128 +32 5.99% Q1 2026 May 15, 2026
Sunriver Management LLC History Closed out 0 0 1.67% -4,361,524 -100.0% Q1 2026 May 14, 2026
BAMCO INC /NY/ History Closed out 0 0 0.02% -2,000,000 -100.0% Q1 2026 May 15, 2026
CenterBook Partners LP History Closed out 0 0 0.09% -517,915 -100.0% Q1 2026 May 05, 2026
OP Asset Management Ltd History Closed out 0 0 0.01% -307,515 -100.0% Q1 2026 Apr 10, 2026
PRINCIPAL FINANCIAL GROUP INC History Closed out 0 0 0.0% -243,723 -100.0% Q1 2026 May 04, 2026
CREDIT AGRICOLE S A History Closed out 0 0 0.0% -149,268 -100.0% Q1 2026 May 15, 2026
Campbell & CO Investment Adviser LLC History Closed out 0 0 0.02% -127,062 -100.0% Q1 2026 May 15, 2026
Quantbot Technologies LP History Closed out 0 0 0.01% -113,924 -100.0% Q1 2026 May 13, 2026
XTX Topco Ltd History Closed out 0 0 0.01% -104,662 -100.0% Q1 2026 May 15, 2026
HRT FINANCIAL LP History Closed out 0 0 0.0% -90,254 -100.0% Q1 2026 May 14, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History Closed out 0 0 0.0% -84,980 -100.0% Q1 2026 May 14, 2026
Verition Fund Management LLC History Closed out 0 0 0.0% -67,100 -100.0% Q1 2026 May 15, 2026
nVerses Capital, LLC History Closed out 0 0 0.29% -36,032 -100.0% Q1 2026 May 13, 2026
Point72 Asset Management, L.P. History Closed out 0 0 0.0% -31,001 -100.0% Q1 2026 May 15, 2026
SG Americas Securities, LLC History Closed out 0 0 0.0% -30,784 -100.0% Q1 2026 Apr 16, 2026
SIMPLEX TRADING, LLC History Reduced 80 0 0.0% -28,294 -99.72% Q1 2026 May 14, 2026
Alpine Global Management, LLC History Closed out 0 0 0.02% -24,423 -100.0% Q1 2026 May 15, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 0.0% -24,402 -100.0% Q1 2026 Apr 27, 2026
MATAURO, LLC History Closed out 0 0 0.01% -23,546 -100.0% Q1 2026 Apr 22, 2026
Aquatic Capital Management LLC History Closed out 0 0 0.0% -21,800 -100.0% Q1 2026 May 15, 2026
ProShare Advisors LLC History Closed out 0 0 0.0% -12,320 -100.0% Q1 2026 Apr 24, 2026
Jain Global LLC History Closed out 0 0 0.0% -10,962 -100.0% Q1 2026 May 15, 2026
D.A. DAVIDSON & CO. History Closed out 0 0 0.0% -10,611 -100.0% Q1 2026 May 05, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Closed out 0 0 0.0% -9,700 -100.0% Q1 2026 May 15, 2026
Spire Wealth Management History Closed out 0 0 0.0% -3,000 -100.0% Q1 2026 Apr 22, 2026
AMALGAMATED BANK History Closed out 0 0 0.0% -2,118 -100.0% Q1 2026 May 08, 2026
GAMMA Investing LLC History Reduced 378 0 0.0% -953 -71.6% Q1 2026 Apr 06, 2026
HUNTINGTON NATIONAL BANK History Closed out 0 0 0.0% -501 -100.0% Q1 2026 May 15, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -388 -100.0% Q1 2026 May 08, 2026
Physician Wealth Advisors, Inc. History New 327 0 +327 New Q1 2026 Apr 24, 2026
Mirae Asset Global Investments Co., Ltd. History New 211 0 +211 New Q1 2026 May 04, 2026
SJS Investment Consulting Inc. History Added to 264 0 +208 371.43% Q1 2026 Apr 23, 2026
Bare Financial Services, Inc History New 165 0 +165 New Q1 2026 May 14, 2026
US BANCORP \DE\ History Closed out 0 0 -160 -100.0% Q1 2026 May 14, 2026
JPL Wealth Management, LLC History New 147 0 +147 New Q1 2026 May 08, 2026
SALEM INVESTMENT COUNSELORS INC History New 80 0 +80 New Q1 2026 Apr 29, 2026
Elequin Capital, LP History Reduced 29 0 -78 -72.9% Q1 2026 May 11, 2026
Root Financial Partners, LLC History New 63 0 +63 New Q1 2026 Apr 24, 2026
Clearstead Advisors, LLC History Closed out 0 0 -14 -100.0% Q1 2026 May 06, 2026
Advisory Services Network, LLC History New 10 0 +10 New Q1 2026 May 15, 2026
SBI Securities Co., Ltd. History New 10 0 +10 New Q1 2026 Apr 27, 2026
Transamerica Financial Advisors, LLC History Added to 40 0 +7 21.21% Q1 2026 May 15, 2026