VTEX - VTEX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SOFTBANK GROUP CORP. | History | No change | 38,434,587 | 144,514 | 0.93% | 0.65% | 1 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 3,845,047 | 14,457 | 0.0% | 0.0% | 2 | -44,366 | -1.14% | Q4 2025 | Feb 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 2,091,811 | 7,865 | 0.0% | 0.0% | 3 | +560,828 | 36.63% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 1,590,672 | 5,980 | 0.0% | 0.0% | 4 | +114,256 | 7.74% | Q4 2025 | Feb 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 963,517 | 3,622 | 0.01% | — | 5 | +963,517 | New | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 954,800 | 3,590 | 0.01% | 0.01% | 6 | -114,800 | -10.73% | Q4 2025 | Feb 12, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 685,138 | 2,577 | 0.0% | 0.0% | 7 | -7,613 | -1.1% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 672,866 | 2,526 | 0.0% | 0.02% | 8 | -2,033,210 | -75.13% | Q4 2025 | Feb 10, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 661,933 | 2,488 | 0.0% | 0.0% | 9 | -33,479 | -4.81% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Added to | 642,560 | 2,416 | 0.0% | 0.0% | 10 | +339,421 | 111.97% | Q4 2025 | Feb 13, 2026 |
| Banco BTG Pactual S.A. | History | Added to | 604,100 | 2,271 | 0.39% | 0.3% | 11 | +139,100 | 29.91% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 586,696 | 2,205 | 0.0% | 0.0% | 12 | +217,326 | 58.84% | Q4 2025 | Mar 25, 2026 |
| Absolute Gestao de Investimentos Ltda. | History | New | 578,098 | 2,173 | 0.23% | — | 13 | +578,098 | New | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 572,357 | 2,152 | 0.0% | 0.0% | 14 | +119,678 | 26.44% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Added to | 523,869 | 1,972 | 0.0% | 0.0% | 15 | +217,182 | 70.82% | Q4 2025 | Feb 09, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 472,492 | 1,776 | 0.0% | 0.0% | 16 | -40,507 | -7.9% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 469,340 | 1,764 | 0.0% | 0.0% | 17 | -104,485 | -18.21% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 437,756 | 1,645 | 0.0% | 0.0% | 18 | +82,428 | 23.2% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 437,151 | 1,643 | 0.0% | 0.0% | 19 | +333,166 | 320.4% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 433,793 | 1,631 | 0.0% | 0.0% | 20 | -147,015 | -25.31% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 381,685 | 1,435 | 0.0% | 0.0% | 21 | -3,859 | -1.0% | Q4 2025 | Jan 29, 2026 |
| XTX Topco Ltd | History | Added to | 335,538 | 1,261 | 0.03% | 0.06% | 22 | +81,371 | 32.01% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 311,508 | 1,171 | 0.0% | — | 23 | +311,508 | New | Q4 2025 | Feb 17, 2026 |
| Jump Financial, LLC | History | Added to | 286,490 | 1,077 | 0.01% | 0.01% | 24 | +53,984 | 23.22% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 251,985 | 947 | 0.0% | 0.0% | 25 | +216,023 | 600.7% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 249,679 | 938 | 0.0% | 0.0% | 26 | +81,970 | 48.88% | Q4 2025 | Feb 02, 2026 |
| Main Management ETF Advisors, LLC | History | Added to | 227,853 | 857 | 0.03% | 0.04% | 27 | +2,328 | 1.03% | Q4 2025 | Feb 10, 2026 |
| ATMOS CAPITAL GESTAO DE RECURSOS LTDA. | History | Reduced | 222,514 | 836 | 0.11% | 0.13% | 28 | -513 | -0.23% | Q4 2025 | Feb 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 220,325 | 828 | 0.0% | 0.0% | 29 | +119,270 | 118.02% | Q4 2025 | Feb 18, 2026 |
| DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | History | Reduced | 201,070 | 756 | 0.51% | 2.27% | 30 | -763,254 | -79.15% | Q4 2025 | Feb 17, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 197,626 | 743 | 0.21% | 0.38% | 31 | -71,114 | -26.46% | Q4 2025 | Jan 16, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 166,800 | 627 | 0.0% | 0.0% | 32 | -845,425 | -83.52% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 144,205 | 542 | 0.0% | 0.0% | 33 | +9 | 0.01% | Q4 2025 | Feb 13, 2026 |
| Numerai GP LLC | History | Added to | 127,381 | 478 | 0.06% | 0.02% | 34 | +99,913 | 363.74% | Q4 2025 | Feb 17, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 2,227 | 472 | 0.18% | 0.15% | 35 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 125,391 | 471 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 123,943 | 466 | 0.0% | 0.0% | 37 | +1,865 | 1.53% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 123,178 | 463 | 0.0% | 0.0% | 38 | +87,851 | 248.68% | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Added to | 107,810 | 405 | 0.0% | 0.0% | 39 | +19,439 | 22.0% | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 105,014 | 394 | 0.0% | 0.0% | 40 | -152,176 | -59.17% | Q4 2025 | Feb 13, 2026 |
| Quantbot Technologies LP | History | Added to | 88,300 | 332 | 0.01% | 0.01% | 41 | +2,117 | 2.46% | Q4 2025 | Feb 10, 2026 |
| BARCLAYS PLC | History | Added to | 87,792 | 330 | 0.0% | 0.0% | 42 | +5,169 | 6.26% | Q4 2025 | Feb 13, 2026 |
| ALGERT GLOBAL LLC | History | New | 87,280 | 328 | 0.01% | — | 43 | +87,280 | New | Q4 2025 | Feb 17, 2026 |
| Boston Partners | History | Added to | 84,306 | 316 | 0.0% | 0.0% | 44 | +9,243 | 12.31% | Q4 2025 | Feb 13, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 79,725 | 299 | 0.02% | — | 45 | +79,725 | New | Q4 2025 | Feb 12, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 71,517 | 269 | 0.06% | 0.06% | 46 | -8,311 | -10.41% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 61,563 | 231 | 0.0% | 0.0% | 47 | +26,085 | 73.52% | Q4 2025 | Feb 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 50,300 | 219 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Polymer Capital Management (US) LLC | History | New | 56,469 | 212 | 0.02% | — | 49 | +56,469 | New | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 54,537 | 205 | 0.0% | 0.0% | 50 | -4,916 | -8.27% | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | Added to | 46,816 | 176 | 0.0% | 0.0% | 51 | +37,501 | 402.59% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 45,014 | 169 | 0.0% | 0.0% | 52 | +16,381 | 57.21% | Q4 2025 | Feb 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 44,132 | 165 | 0.0% | 0.0% | 53 | +13,382 | 43.52% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 44,100 | 165 | 0.0% | 0.0% | 54 | +4,000 | 9.98% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 38,200 | 143 | 0.0% | 0.0% | 55 | +10,200 | 36.43% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 36,819 | 138 | 0.0% | 0.0% | 56 | -14,325 | -28.01% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Added to | 35,740 | 134 | 0.0% | 0.0% | 57 | +384 | 1.09% | Q4 2025 | Feb 19, 2026 |
| PharVision Advisers, LLC | History | Reduced | 34,928 | 131 | 0.07% | 0.21% | 58 | -52,050 | -59.84% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 32,306 | 122 | 0.0% | 0.0% | 59 | +3,389 | 11.72% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 30,482 | 114 | 0.0% | 0.0% | 60 | -26,339 | -46.35% | Q4 2025 | Feb 10, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 29,274 | 110 | 0.0% | 0.0% | 61 | -1,485 | -4.83% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 28,766 | 108 | 0.0% | 0.0% | 62 | +833 | 2.98% | Q4 2025 | Feb 10, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 28,946 | 108 | 0.0% | 0.0% | 63 | -205 | -0.7% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 23,816 | 89 | 0.0% | 0.0% | 65 | -21,300 | -47.21% | Q4 2025 | Feb 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 23,751 | 89 | 0.0% | 0.0% | 64 | +10,555 | 79.99% | Q4 2025 | Jan 29, 2026 |
| MQS Management LLC | History | Added to | 23,512 | 88 | 0.05% | 0.04% | 66 | +8,722 | 58.97% | Q4 2025 | Feb 09, 2026 |
| Cerity Partners LLC | History | New | 22,315 | 83 | 0.0% | — | 67 | +22,315 | New | Q4 2025 | Feb 11, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 21,257 | 79 | 0.03% | 0.04% | 68 | -5,431 | -20.35% | Q4 2025 | Feb 12, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 20,306 | 76 | 0.0% | 0.0% | 69 | -15,425 | -43.17% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 18,200 | 68 | 0.0% | 0.0% | 70 | -94,379 | -83.83% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 17,990 | 67 | 0.0% | 0.0% | 71 | -10,001 | -35.73% | Q4 2025 | Feb 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 17,396 | 65 | 0.0% | — | 72 | +17,396 | New | Q4 2025 | Feb 13, 2026 |
| RPO LLC | History | New | 17,392 | 65 | 0.01% | — | 74 | +17,392 | New | Q4 2025 | Feb 17, 2026 |
| Daiwa Securities Group Inc. | History | New | 17,267 | 65 | 0.0% | — | 73 | +17,267 | New | Q4 2025 | Feb 11, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 17,030 | 64 | 0.0% | 0.0% | 75 | -4,986 | -22.65% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Reduced | 16,558 | 62 | 0.0% | 0.0% | 77 | -20,643 | -55.49% | Q4 2025 | Feb 17, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | New | 16,738 | 62 | 0.0% | — | 76 | +16,738 | New | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 16,479 | 61 | 0.0% | 0.0% | 78 | -7,603 | -31.57% | Q4 2025 | Feb 17, 2026 |
| SHERBROOKE PARK ADVISERS LLC | History | Added to | 16,398 | 61 | 0.16% | 0.03% | 79 | +4,010 | 32.37% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 15,995 | 60 | 0.0% | 0.0% | 80 | +13,820 | 635.4% | Q4 2025 | Feb 17, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 16,006 | 60 | 0.0% | 0.0% | 81 | -7,401 | -31.62% | Q4 2025 | Feb 10, 2026 |
| Abel Hall, LLC | History | New | 15,181 | 57 | 0.01% | — | 82 | +15,181 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | New | 14,635 | 55 | 0.0% | — | 83 | +14,635 | New | Q4 2025 | Feb 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | New | 14,627 | 54 | 0.0% | — | 84 | +14,627 | New | Q4 2025 | Jan 28, 2026 |
| SG Americas Securities, LLC | History | New | 14,092 | 53 | 0.0% | — | 85 | +14,092 | New | Q4 2025 | Jan 09, 2026 |
| nVerses Capital, LLC | History | New | 13,074 | 49 | 0.11% | — | 86 | +13,074 | New | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 12,500 | 47 | 0.0% | 0.0% | 87 | -68,042 | -84.48% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | New | 12,355 | 46 | 0.0% | — | 88 | +12,355 | New | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | New | 10,850 | 40 | 0.0% | — | 89 | +10,850 | New | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 10,620 | 39 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ProShare Advisors LLC | History | New | 10,285 | 38 | 0.0% | — | 91 | +10,285 | New | Q4 2025 | Feb 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 10,058 | 37 | 0.0% | 0.0% | 92 | -26 | -0.26% | Q4 2025 | Feb 03, 2026 |
| CWM, LLC | History | Added to | 6,419 | 24 | 0.0% | 0.0% | 93 | +3,468 | 117.52% | Q4 2025 | Jan 26, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 6,024 | 22 | 0.01% | — | 95 | +6,024 | New | Q4 2025 | Mar 03, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,897 | 22 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 3,463 | 13 | 0.0% | 0.0% | 96 | -143 | -3.97% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,215 | 12 | 0.0% | — | 97 | +3,215 | New | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,722 | 10 | 0.0% | 0.0% | 98 | +122 | 4.69% | Q4 2025 | Feb 17, 2026 |
| Quarry LP | History | Reduced | 2,652 | 9 | 0.0% | 0.02% | 99 | -13,703 | -83.78% | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 1,768 | 7 | 0.0% | 0.0% | 100 | -204 | -10.34% | Q4 2025 | Feb 05, 2026 |
| Bell Investment Advisors, Inc | History | New | 1,454 | 5 | 0.0% | — | 101 | +1,454 | New | Q4 2025 | Feb 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 850 | 3 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 466 | 1 | 0.0% | — | 105 | +466 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 445 | 1 | 0.0% | — | 104 | +398 | 846.81% | Q4 2025 | Feb 06, 2026 |
| Sterling Capital Management LLC | History | Added to | 376 | 1 | 0.0% | — | 103 | +236 | 168.57% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Reduced | 282 | 1 | 0.0% | 0.0% | 106 | -54 | -16.07% | Q4 2025 | Feb 06, 2026 |
| BW Gestao de Investimentos Ltda. | History | Closed out | 0 | 0 | — | 0.13% | — | -700,757 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AMS Capital Ltda | History | Closed out | 0 | 0 | — | 0.74% | — | -414,500 | -100.0% | Q3 2025 | Dec 10, 2025 |
| Penserra Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -178,920 | -100.0% | Q3 2025 | Nov 04, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -166,461 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Closed out | 0 | 0 | — | 0.0% | — | -69,587 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.02% | — | -64,605 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -58,211 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CEERA INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -39,800 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Diversified Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -28,925 | -100.0% | Q3 2025 | Oct 20, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -22,323 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,303 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -15,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,532 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -547 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -297 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -269 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Allworth Financial LP | History | New | 253 | 0 | — | — | — | +253 | New | Q4 2025 | Feb 05, 2026 |
| GAMMA Investing LLC | History | New | 230 | 0 | — | — | — | +230 | New | Q4 2025 | Jan 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | — | — | -127 | -100.0% | Q3 2025 | Oct 22, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | New | 63 | 0 | — | — | — | +63 | New | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Jan 23, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Oct 21, 2025 |
| IFP Advisors, Inc | History | Reduced | 23 | 0 | — | — | — | -1 | -4.17% | Q4 2025 | Feb 06, 2026 |