Arhaus, Inc. - ARHS

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
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
BlackRock, Inc. History No change 4,511,023 37,982 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
SIGNATUREFD, LLC History Added to 3,069,364 29,066 0.37% 0.35% 2 +259 0.01% Q3 2026 Oct 23, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 2,621,235 22,070 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 13, 2026
Long Focus Capital Management, LLC History No change 2,450,000 20,629 0.53% 0.53% 4 0 0.0% Q2 2026 Aug 14, 2026
EMERALD ADVISERS, LLC History No change 2,375,058 19,997 0.47% 0.47% 5 0 0.0% Q2 2026 Aug 05, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 2,327,723 19,599 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 13, 2026
Kanen Wealth Management LLC History No change 2,198,887 18,652 4.52% 4.52% 7 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 1,825,238 17,284 0.0% 0.0% 8 +431,054 30.92% Q3 2026 Nov 04, 2026
D. E. Shaw & Co., Inc. History No change 2,047,414 17,239 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 2,011,684 16,938 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 14, 2026
Meros Investment Management, LP History No change 1,680,568 14,150 4.49% 4.49% 11 0 0.0% Q2 2026 Aug 14, 2026
EMERALD MUTUAL FUND ADVISERS TRUST History No change 1,576,486 13,274 0.47% 0.47% 12 0 0.0% Q2 2026 Aug 05, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,386,424 11,673 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 1,377,827 11,602 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 12, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History No change 1,307,050 11,005 0.03% 0.03% 15 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 1,201,129 10,113 0.0% 0.0% 16 0 0.0% Q2 2026 Sep 22, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 1,189,070 10,011 0.04% 0.04% 17 0 0.0% Q2 2026 Aug 14, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. History No change 1,110,755 9,352 0.46% 0.46% 18 0 0.0% Q2 2026 Aug 14, 2026
Simcoe Capital LLC History Added to 938,643 8,888 6.09% 4.76% 19 +11,987 1.29% Q3 2026 Nov 05, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 973,645 8,198 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 14, 2026
North Growth Management Ltd. History Added to 828,000 7,838 1.06% 0.88% 21 +12,000 1.47% Q3 2026 Oct 20, 2026
MARSHALL WACE, LLP History No change 902,383 7,598 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 13, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 896,209 7,546 0.05% 0.05% 23 0 0.0% Q2 2026 Aug 14, 2026
CenterBook Partners LP History Reduced 622,477 5,894 0.27% 0.46% 24 -495,918 -44.34% Q3 2026 Nov 02, 2026
GOLDMAN SACHS GROUP INC History No change 639,154 5,381 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
Granite Investment Partners, LLC History Added to 549,399 5,202 0.28% 0.2% 26 +83,343 17.88% Q3 2026 Nov 04, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 506,513 4,797 0.32% 0.25% 27 +78,132 18.24% Q3 2026 Oct 22, 2026
Mill Road Capital Management LLC History No change 526,900 4,436 2.19% 2.19% 28 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 512,378 4,314 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 506,694 4,266 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 484,772 4,081 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 444,470 3,742 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History No change 431,068 3,629 0.24% 0.24% 33 0 0.0% Q2 2026 Aug 11, 2026
WASATCH ADVISORS LP History Reduced 343,227 3,250 0.02% 0.02% 34 -65,532 -16.03% Q3 2026 Oct 13, 2026
VANGUARD FIDUCIARY TRUST CO History No change 384,968 3,241 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 13, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Added to 314,539 2,978 0.01% 0.01% 36 +929 0.3% Q3 2026 Nov 05, 2026
CITADEL ADVISORS LLC History No change 322,270 2,713 0.0% 0.0% 37 0 0.0% Q2 2026 Sep 02, 2026
SEI INVESTMENTS CO History No change 303,115 2,552 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
EVR Research LP History No change 290,000 2,441 1.21% 1.21% 39 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 257,227 2,165 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 215,400 1,813 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 13, 2026
Engineers Gate Manager LP History No change 213,976 1,801 0.02% 0.02% 42 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Reduced 186,528 1,766 0.0% 0.0% 43 -1,404 -0.75% Q3 2026 Nov 05, 2026
MORGAN STANLEY History No change 209,334 1,762 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 13, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 193,176 1,626 0.02% 0.02% 45 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 180,625 1,520 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 11, 2026
SIMPLEX TRADING, LLC History Reduced 156,516 1,482 0.0% 0.0% 47 -32,156 -17.04% Q3 2026 Nov 04, 2026
RBF Capital, LLC History No change 169,245 1,425 0.06% 0.06% 48 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 143,387 1,207 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 13, 2026
GREAT LAKES ADVISORS, LLC History No change 141,983 1,195 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 10, 2026
Creative Planning History Added to 121,097 1,146 0.0% 0.0% 51 +39,311 48.07% Q3 2026 Nov 02, 2026
Cinctive Capital Management LP History No change 135,183 1,138 0.04% 0.04% 52 0 0.0% Q2 2026 Aug 14, 2026
SummerHaven Investment Management, LLC History New 116,351 1,101 0.62% — 53 +116,351 New Q3 2026 Oct 19, 2026
BARCLAYS PLC History No change 129,680 1,091 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
SOROS CAPITAL MANAGEMENT LLC History No change 128,234 1,079 0.19% 0.19% 55 0 0.0% Q2 2026 Aug 14, 2026
Union Square Park Capital Management, LLC History No change 125,000 1,052 0.38% 0.38% 56 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 120,617 1,015 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 11, 2026
JANE STREET GROUP, LLC History No change 117,800 991 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 113,726 957 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 112,560 947 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 106,296 895 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 100,900 849 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History No change 96,713 814 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 13, 2026
Hardin Capital Partners, LLC History No change 79,814 755 0.37% 0.31% 64 0 0.0% Q3 2026 Oct 08, 2026
Trexquant Investment LP History No change 88,564 745 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 86,319 726 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 82,732 696 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 75,810 638 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 13, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 73,220 613 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 70,101 590 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 12, 2026
Wellspring Financial Advisors, LLC History No change 327,002 577 0.04% 0.04% 71 0 0.0% Q2 2026 Jul 20, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 60,191 570 0.01% 0.01% 72 +17 0.03% Q3 2026 Nov 04, 2026
RHUMBLINE ADVISERS History No change 63,911 538 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 11, 2026
HSBC HOLDINGS PLC History No change 63,840 533 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
ALLSTATE CORP History No change 62,259 524 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 13, 2026
Jessup Wealth Management, Inc History No change 55,363 524 0.11% 0.14% 76 0 0.0% Q3 2026 Oct 20, 2026
Russell Investments Group, Ltd. History No change 60,904 512 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 06, 2026
GSA CAPITAL PARTNERS LLP History No change 58,877 496 0.03% 0.03% 78 0 0.0% Q2 2026 Aug 06, 2026
DEUTSCHE BANK AG\ History No change 52,621 443 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 52,383 441 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 51,955 437 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 24, 2026
Rafferty Asset Management, LLC History No change 51,491 433 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History Reduced 43,474 411 0.0% 0.0% 83 -25,598 -37.06% Q3 2026 Nov 04, 2026
Inspire Advisors, LLC History No change 44,330 373 0.03% 0.03% 84 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 43,880 370 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History Added to 38,056 360 0.0% 0.0% 86 +27,956 276.79% Q3 2026 Nov 05, 2026
ALLIANCEBERNSTEIN L.P. History No change 50,340 341 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
Quantbot Technologies LP History No change 40,453 340 0.01% 0.01% 88 0 0.0% Q2 2026 Aug 12, 2026
Legal & General Group Plc History No change 37,494 315 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
Shay Capital LLC History No change 37,400 314 0.02% 0.02% 90 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 36,345 306 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 13, 2026
Pathstone Holdings, LLC History No change 33,813 284 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 13, 2026
GROUP ONE TRADING LLC History No change 33,000 277 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 13, 2026
VARCOV Co. History No change 31,787 267 0.1% 0.1% 94 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 31,621 266 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 13, 2026
Campbell & CO Investment Adviser LLC History No change 30,883 260 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 03, 2026
MetLife Investment Management, LLC History No change 28,815 242 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 25,000 236 0.0% 0.0% 98 0 0.0% Q3 2026 Nov 04, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 24,522 232 0.01% 0.03% 99 -165,020 -87.06% Q3 2026 Oct 16, 2026
Qube Research & Technologies Ltd History No change 26,590 223 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 25,241 212 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 24,285 204 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 23,829 200 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 12, 2026
Entropy Technologies, LP History No change 23,589 198 0.01% 0.01% 104 0 0.0% Q2 2026 Aug 13, 2026
ExodusPoint Capital Management, LP History No change 20,812 175 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
Hook Mill Capital Partners, LP History No change 19,953 168 0.02% 0.02% 106 0 0.0% Q2 2026 Aug 14, 2026
State of Wyoming History Reduced 17,721 167 0.01% 0.03% 107 -12,001 -40.38% Q3 2026 Oct 28, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 19,361 163 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 18,800 158 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 14, 2026
Headlands Technologies LLC History No change 18,187 153 0.02% 0.02% 110 0 0.0% Q2 2026 Aug 12, 2026
Arizona State Retirement System History Added to 14,554 137 0.0% 0.0% 111 +356 2.51% Q3 2026 Nov 03, 2026
Sanctuary Advisors, LLC History No change 14,788 124 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 14,318 120 0.0% 0.0% 113 0 0.0% Q2 2026 Sep 09, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 14,263 120 0.0% 0.0% 114 0 0.0% Q2 2026 Sep 23, 2026
Police & Firemen's Retirement System of New Jersey History No change 14,099 118 0.0% 0.0% 115 0 0.0% Q2 2026 Jul 23, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 13,400 112 0.0% 0.0% 116 0 0.0% Q2 2026 Jul 29, 2026
Atria Investments, Inc History New 11,183 105 0.0% — 117 +11,183 New Q3 2026 Oct 15, 2026
Nierenberg Investment Management Company, LLC History No change 12,310 103 0.05% 0.05% 118 0 0.0% Q2 2026 Aug 10, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 12,026 101 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 13, 2026
Squarepoint Ops LLC History No change 11,381 95 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 14, 2026
EntryPoint Capital, LLC History No change 11,364 95 0.02% 0.02% 121 0 0.0% Q2 2026 Aug 13, 2026
SAPIENT CAPITAL LLC History No change 10,000 94 0.0% 0.0% 122 0 0.0% Q3 2026 Oct 08, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 11,062 93 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 11,012 92 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 19, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 10,996 92 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 10, 2026
STEPHENS INC /AR/ History No change 10,913 91 0.0% 0.0% 126 0 0.0% Q2 2026 Jul 29, 2026
KLP KAPITALFORVALTNING AS History No change 10,900 91 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 9,022 85 0.01% 0.01% 128 +445 5.19% Q3 2026 Oct 27, 2026
Vanguard Investments Australia, Ltd. History No change 9,691 81 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 8,979 75 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 11, 2026
Tower Research Capital LLC (TRC) History No change 6,961 58 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 11, 2026
Ameritas Investment Partners, Inc. History No change 4,156 34 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 13, 2026
Ancora Advisors LLC History No change 4,000 33 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History No change 3,238 30 0.0% 0.0% 134 0 0.0% Q3 2026 Nov 03, 2026
ROYAL BANK OF CANADA History No change 3,066 25 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
State of Alaska, Department of Revenue History No change 2,657 25 0.0% 0.0% 136 0 0.0% Q3 2026 Oct 15, 2026
GAMMA Investing LLC History Added to 2,611 24 0.0% 0.0% 137 +1,200 85.05% Q3 2026 Oct 08, 2026
SUMMIT SECURITIES GROUP LLC History New 2,473 23 0.0% — 139 +2,473 New Q3 2026 Nov 05, 2026
Arax Advisory Partners History No change 2,737 23 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 10, 2026
FMR LLC History No change 1,951 16 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 13, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,717 16 0.0% 0.0% 141 0 0.0% Q3 2026 Oct 20, 2026
Sterling Capital Management LLC History Added to 1,660 15 0.0% 0.0% 142 +1,396 528.79% Q3 2026 Oct 22, 2026
HUNTINGTON NATIONAL BANK History No change 1,657 13 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 13, 2026
Aster Capital Management (DIFC) Ltd History No change 1,566 13 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 1,067 10 0.0% 0.0% 145 0 0.0% Q3 2026 Nov 05, 2026
CoreCap Advisors, LLC History New 1,000 9 0.0% — 146 +1,000 New Q3 2026 Oct 08, 2026
Allworth Financial LP History No change 772 6 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 11, 2026
Global Retirement Partners, LLC History No change 784 6 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 06, 2026
Fortitude Family Office, LLC History New 628 5 0.0% — 150 +628 New Q3 2026 Oct 14, 2026
EverSource Wealth Advisors, LLC History Added to 622 5 0.0% 0.0% 149 +85 15.83% Q3 2026 Nov 04, 2026
Farther Finance Advisors, LLC History Added to 484 4 0.0% 0.0% 151 +333 220.53% Q3 2026 Oct 08, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 465 3 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 07, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 360 3 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 446 3 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History New 313 2 0.0% — 158 +313 New Q3 2026 Nov 05, 2026
Larson Financial Group LLC History Added to 214 2 0.0% — 155 +104 94.55% Q3 2026 Nov 05, 2026
Optiver Holding B.V. History No change 246 2 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 12, 2026
WPG Advisers, LLC History No change 310 2 0.0% 0.0% 157 0 0.0% Q3 2026 Oct 27, 2026
Caitong International Asset Management Co., Ltd History Reduced 172 1 0.0% 0.0% 160 -762 -81.58% Q3 2026 Oct 29, 2026
SJS Investment Consulting Inc. History Added to 167 1 0.0% — 159 +160 2285.71% Q3 2026 Oct 26, 2026
Parkside Financial Bank & Trust History New 125 1 0.0% — 165 +125 New Q3 2026 Oct 27, 2026
FIRST HORIZON CORP History New 108 1 0.0% — 164 +108 New Q3 2026 Oct 26, 2026
Essential Partners LLC History Added to 120 1 0.0% — 163 +45 60.0% Q3 2026 Oct 14, 2026
True Wealth Design, LLC History Added to 197 1 0.0% 0.0% 162 +28 16.57% Q3 2026 Oct 13, 2026
Quarry LP History No change 177 1 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History Closed out 0 0 — 0.0% — -118,715 -100.0% Q3 2026 Nov 02, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Closed out 0 0 — 0.01% — -40,000 -100.0% Q3 2026 Oct 13, 2026
IFP Advisors, Inc History Reduced 34 0 — 0.0% — -371 -91.6% Q3 2026 Oct 16, 2026
Ascentis Wealth Management, LLC History New 81 0 — — — +81 New Q3 2026 Nov 03, 2026
Physician Wealth Advisors, Inc. History Closed out 0 0 — — — -48 -100.0% Q3 2026 Oct 20, 2026
PRIVATE TRUST CO NA History New 38 0 — — — +38 New Q3 2026 Oct 20, 2026
Root Financial Partners, LLC History New 37 0 — — — +37 New Q3 2026 Oct 21, 2026
Covestor Ltd History Reduced 35 0 — — — -23 -39.66% Q3 2026 Oct 30, 2026
Capital Advisors, Ltd. LLC History New 14 0 — — — +14 New Q3 2026 Oct 27, 2026
ASSETMARK, INC History New 11 0 — — — +11 New Q3 2026 Oct 21, 2026
ROTHSCHILD INVESTMENT LLC History No change 75 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
JONES FINANCIAL COMPANIES LLLP History No change 73 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
SBI Securities Co., Ltd. History No change 32 0 — — — 0 0.0% Q3 2026 Oct 21, 2026
Rialto Wealth Management, LLC History No change 85 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Rossby Financial, LCC History No change 64 0 — — — 0 0.0% Q3 2026 Nov 05, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 18 0 — — — 0 0.0% Q2 2026 Aug 13, 2026