HOVNANIAN ENTERPRISES INC - HOV

Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q4 2025 · Compare: Q3 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
BlackRock, Inc. History Reduced 405,894 39,590 0.0% 0.0% 1 -5,239 -1.27% Q4 2025 Feb 12, 2026
VANGUARD GROUP INC History Added to 278,441 27,159 0.0% 0.0% 2 +5,580 2.04% Q4 2025 Jan 29, 2026
Forager Capital Management, LLC History Reduced 236,315 23,050 10.44% 13.79% 3 -7,042 -2.89% Q4 2025 Feb 17, 2026
STATE STREET CORP History Added to 228,613 22,298 0.0% 0.0% 4 +18,086 8.59% Q4 2025 Feb 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 175,186 17,088 0.0% 0.0% 5 +3,514 2.05% Q4 2025 Feb 12, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 167,615 16,349 0.03% 0.03% 6 -13,800 -7.61% Q4 2025 Feb 12, 2026
GW&K Investment Management, LLC History Added to 121,488 11,850 0.1% 0.13% 7 +8,571 7.59% Q4 2025 Feb 11, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 111,600 10,887 0.0% 0.0% 8 +1,057 0.96% Q4 2025 Feb 09, 2026
AMERICAN CENTURY COMPANIES INC History Added to 109,464 10,677 0.01% 0.01% 9 +32,979 43.12% Q4 2025 Feb 13, 2026
TOWLE & CO History Added to 99,402 9,695 2.56% 2.13% 10 +33,681 51.25% Q4 2025 Feb 12, 2026
D. E. Shaw & Co., Inc. History Reduced 94,443 9,211 0.01% 0.01% 11 -2,164 -2.24% Q4 2025 Feb 17, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 86,701 8,456 0.0% 0.0% 12 +10,674 14.04% Q4 2025 Feb 13, 2026
TWO SIGMA INVESTMENTS, LP History Added to 76,369 7,449 0.01% 0.01% 13 +28,795 60.53% Q4 2025 Feb 17, 2026
UBS Group AG History Reduced 61,136 5,963 0.0% 0.0% 14 -16,934 -21.69% Q4 2025 Jan 29, 2026
MORGAN STANLEY History Reduced 56,303 5,491 0.0% 0.0% 15 -76,270 -57.53% Q4 2025 Feb 13, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History Added to 52,264 5,097 0.11% 0.14% 16 +808 1.57% Q4 2025 Feb 17, 2026
GOLDMAN SACHS GROUP INC History Reduced 50,971 4,971 0.0% 0.0% 17 -197 -0.39% Q4 2025 Mar 25, 2026
NORTHERN TRUST CORP History Reduced 47,800 4,662 0.0% 0.0% 18 -3,070 -6.03% Q4 2025 Feb 17, 2026
MARSHALL WACE, LLP History Added to 42,460 4,141 0.0% 0.0% 19 +37,060 686.3% Q4 2025 Feb 13, 2026
Pacer Advisors, Inc. History Added to 42,063 4,102 0.01% 0.01% 20 +7,353 21.18% Q4 2025 Feb 24, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 29,188 2,846 0.01% 0.03% 21 -29,892 -50.6% Q4 2025 Jan 28, 2026
PANAGORA ASSET MANAGEMENT INC History Added to 28,187 2,749 0.01% 0.01% 22 +16,158 134.33% Q4 2025 Feb 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 27,318 2,664 0.0% 0.0% 23 -16,225 -37.26% Q4 2025 Feb 17, 2026
Bank of New York Mellon Corp History Added to 22,177 2,163 0.0% 0.0% 24 +7,273 48.8% Q4 2025 Feb 10, 2026
Assenagon Asset Management S.A. History Reduced 20,856 2,034 0.0% 0.0% 25 -360 -1.7% Q4 2025 Jan 09, 2026
TWO SIGMA ADVISERS, LP History Added to 19,500 1,902 0.0% 0.0% 26 +14,000 254.55% Q4 2025 Feb 17, 2026
GLOBEFLEX CAPITAL L P History No change 17,534 1,710 0.26% 0.35% 27 0 0.0% Q4 2025 Feb 11, 2026
SEI INVESTMENTS CO History New 17,477 1,704 0.0% 28 +17,477 New Q4 2025 Feb 13, 2026
Invesco Ltd. History Added to 17,242 1,681 0.0% 0.0% 29 +1,368 8.62% Q4 2025 Feb 19, 2026
ALLIANCEBERNSTEIN L.P. History Added to 17,050 1,663 0.0% 0.0% 30 +2,940 20.84% Q4 2025 Feb 17, 2026
ROYCE & ASSOCIATES LP History Reduced 16,907 1,649 0.02% 0.02% 31 -1,293 -7.1% Q4 2025 Feb 09, 2026
JPMORGAN CHASE & CO History Added to 16,161 1,576 0.0% 0.0% 32 +6,878 74.09% Q4 2025 Feb 11, 2026
DENALI ADVISORS LLC History No change 16,100 1,570 0.17% 0.23% 33 0 0.0% Q4 2025 Feb 03, 2026
ALGERT GLOBAL LLC History Reduced 15,484 1,510 0.02% 0.04% 34 -850 -5.2% Q4 2025 Feb 17, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 14,864 1,449 0.0% 0.0% 35 -14,819 -49.92% Q4 2025 Feb 10, 2026
FIRST TRUST ADVISORS LP History Added to 14,677 1,431 0.0% 0.0% 36 +475 3.34% Q4 2025 Feb 13, 2026
JENNISON ASSOCIATES LLC History Added to 12,950 1,263 0.0% 0.0% 37 +7,770 150.0% Q4 2025 Jan 30, 2026
BANK OF AMERICA CORP /DE/ History Reduced 12,823 1,250 0.0% 0.0% 38 -7,533 -37.01% Q4 2025 Feb 17, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 12,372 1,206 0.0% 0.0% 40 +7,923 178.08% Q4 2025 Feb 17, 2026
BARCLAYS PLC History Added to 12,369 1,206 0.0% 0.0% 39 +2,656 27.34% Q4 2025 Feb 13, 2026
Nuveen, LLC History No change 12,100 1,180 0.0% 0.0% 41 0 0.0% Q4 2025 Feb 12, 2026
Quadrature Capital Ltd History New 11,699 1,141 0.01% 42 +11,699 New Q4 2025 Feb 17, 2026
Mutual Advisors, LLC History Added to 11,448 1,116 0.02% 0.02% 43 +5,690 98.82% Q4 2025 Feb 02, 2026
Allianz Asset Management GmbH History Added to 11,101 1,082 0.0% 0.0% 44 +257 2.37% Q4 2025 Feb 11, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 10,935 1,067 0.01% 0.02% 45 0 0.0% Q4 2025 Feb 10, 2026
FRANKLIN RESOURCES INC History Added to 10,397 1,014 0.0% 0.0% 46 +850 8.9% Q4 2025 Feb 11, 2026
BANK OF MONTREAL /CAN/ History Added to 9,617 938 0.0% 0.0% 47 +2,080 27.6% Q4 2025 Feb 12, 2026
Swiss National Bank History Added to 9,100 887 0.0% 0.0% 48 +300 3.41% Q4 2025 Feb 12, 2026
Point72 Asset Management, L.P. History Added to 8,372 816 0.0% 0.0% 49 +4,301 105.65% Q4 2025 Feb 17, 2026
PDT Partners, LLC History No change 8,036 783 0.05% 0.07% 50 0 0.0% Q4 2025 Feb 17, 2026
Rafferty Asset Management, LLC History Added to 7,561 737 0.0% 0.0% 51 +675 9.8% Q4 2025 Feb 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 7,426 725 0.0% 0.0% 52 -158 -2.08% Q4 2025 Feb 17, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 7,400 721 0.0% 0.0% 53 0 0.0% Q4 2025 Feb 13, 2026
RHUMBLINE ADVISERS History Reduced 7,342 716 0.0% 0.0% 54 -850 -10.38% Q4 2025 Feb 13, 2026
Brevan Howard Capital Management LP History Added to 6,546 638 0.01% 0.0% 55 +3,248 98.48% Q4 2025 Feb 17, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 5,841 569 0.0% 0.0% 56 0 0.0% Q4 2025 Feb 12, 2026
SHIKIAR ASSET MANAGEMENT INC History Added to 27,475 567 0.14% 0.14% 57 +1,200 4.57% Q4 2025 Jan 22, 2026
STRS OHIO History Added to 5,700 555 0.0% 0.0% 58 +1,800 46.15% Q4 2025 Feb 02, 2026
WELLS FARGO & COMPANY/MN History Reduced 5,685 554 0.0% 0.0% 59 -7,883 -58.1% Q4 2025 Feb 13, 2026
GSA CAPITAL PARTNERS LLP History Reduced 5,582 544 0.05% 0.12% 60 -5,524 -49.74% Q4 2025 Feb 06, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 4,043 494 0.0% 0.0% 61 -132 -3.16% Q4 2025 Feb 11, 2026
RBF Capital, LLC History Reduced 5,000 487 0.02% 0.05% 62 -4,000 -44.44% Q4 2025 Feb 17, 2026
CAXTON ASSOCIATES LLP History Reduced 4,888 476 0.01% 0.02% 63 -2,271 -31.72% Q4 2025 Feb 13, 2026
JANE STREET GROUP, LLC History Added to 4,764 464 0.0% 0.0% 64 +703 17.31% Q4 2025 Feb 12, 2026
STIFEL FINANCIAL CORP History Reduced 4,696 458 0.0% 0.0% 65 -63 -1.32% Q4 2025 Feb 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 4,656 454 0.0% 0.0% 66 -10 -0.21% Q4 2025 Feb 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 4,639 452 0.0% 0.0% 67 +63 1.38% Q4 2025 Feb 13, 2026
CITIGROUP INC History Added to 4,580 446 0.0% 0.0% 68 +592 14.84% Q4 2025 Feb 13, 2026
Jump Financial, LLC History New 4,163 406 0.0% 69 +4,163 New Q4 2025 Feb 17, 2026
DEUTSCHE BANK AG\ History Added to 4,134 403 0.0% 0.0% 70 +163 4.1% Q4 2025 Feb 11, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 3,902 380 0.0% 0.0% 71 -297 -7.07% Q4 2025 Feb 17, 2026
Quantinno Capital Management LP History Added to 3,890 379 0.0% 0.0% 72 +817 26.59% Q4 2025 Feb 17, 2026
Koss-Olinger Consulting, LLC History Reduced 3,861 377 0.03% 0.04% 73 -492 -11.3% Q4 2025 Feb 10, 2026
Kazazian Asset Management, LLC History Added to 3,800 370 0.39% 0.25% 74 +2,200 137.5% Q4 2025 Feb 09, 2026
Squarepoint Ops LLC History New 3,726 363 0.0% 75 +3,726 New Q4 2025 Feb 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Reduced 3,677 358 0.0% 0.0% 76 -1,676 -31.31% Q4 2025 Feb 17, 2026
XTX Topco Ltd History Added to 3,663 357 0.01% 0.02% 77 +576 18.66% Q4 2025 Feb 17, 2026
Legal & General Group Plc History No change 3,552 346 0.0% 0.0% 78 0 0.0% Q4 2025 Feb 09, 2026
Allspring Global Investments Holdings, LLC History Added to 3,453 337 0.0% 0.0% 79 +263 8.24% Q4 2025 Jan 15, 2026
Trexquant Investment LP History Reduced 3,388 330 0.0% 0.01% 80 -3,619 -51.65% Q4 2025 Feb 17, 2026
Man Group plc History New 3,393 330 0.0% 81 +3,393 New Q4 2025 Feb 17, 2026
MetLife Investment Management, LLC History No change 2,934 286 0.0% 0.0% 82 0 0.0% Q4 2025 Feb 12, 2026
BOOTHBAY FUND MANAGEMENT, LLC History New 2,815 274 0.0% 83 +2,815 New Q4 2025 Feb 17, 2026
JANUS HENDERSON GROUP PLC History No change 2,700 262 0.0% 0.0% 84 0 0.0% Q4 2025 Feb 17, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 2,607 254 0.0% 0.0% 85 -384 -12.84% Q4 2025 Feb 12, 2026
Oakum Bay Capital LLC History New 2,600 253 0.12% 86 +2,600 New Q4 2025 Feb 13, 2026
Belpointe Asset Management LLC History Reduced 2,584 252 0.01% 0.02% 87 -1,429 -35.61% Q4 2025 Jan 27, 2026
Y-Intercept (Hong Kong) Ltd History New 2,565 250 0.01% 88 +2,565 New Q4 2025 Feb 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 2,499 243 0.0% 0.0% 89 +582 30.36% Q4 2025 Jan 14, 2026
D'Orazio & Associates, Inc. History No change 2,458 239 0.03% 0.04% 90 0 0.0% Q4 2025 Feb 04, 2026
Russell Investments Group, Ltd. History Reduced 2,366 230 0.0% 0.0% 91 -9,515 -80.09% Q4 2025 Feb 17, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 2,340 228 0.0% 0.0% 92 +142 6.46% Q4 2025 Feb 10, 2026
Farther Finance Advisors, LLC History Reduced 2,236 218 0.0% 0.01% 93 -853 -27.61% Q4 2025 Jan 23, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 2,210 215 0.0% 0.0% 94 -1 -0.05% Q4 2025 Feb 17, 2026
Walleye Capital LLC History New 2,186 213 0.0% 95 +2,186 New Q4 2025 Feb 13, 2026
FMR LLC History Reduced 2,172 211 0.0% 0.0% 96 -8 -0.37% Q4 2025 Feb 17, 2026
SG Americas Securities, LLC History Reduced 2,141 209 0.0% 0.0% 97 -1,611 -42.94% Q4 2025 Jan 09, 2026
Vestcor Inc History No change 1,788 174 0.0% 0.01% 98 0 0.0% Q4 2025 Feb 11, 2026
HARBOR CAPITAL ADVISORS, INC. History Added to 1,369 134 0.01% 0.01% 99 +378 38.14% Q4 2025 Jan 20, 2026
Police & Firemen's Retirement System of New Jersey History No change 1,346 131 0.0% 0.0% 100 0 0.0% Q4 2025 Feb 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History New 1,200 117 0.01% 101 +1,200 New Q4 2025 Feb 03, 2026
GAMMA Investing LLC History Added to 1,114 108 0.01% 0.01% 102 +23 2.11% Q4 2025 Jan 05, 2026
DekaBank Deutsche Girozentrale History No change 644 105 0.0% 0.0% 103 0 0.0% Q4 2025 Jan 28, 2026
Byrne Asset Management LLC History Reduced 1,040 101 0.06% 0.09% 104 -61 -5.54% Q4 2025 Jan 12, 2026
KLP KAPITALFORVALTNING AS History Added to 1,000 97 0.0% 0.0% 105 +100 11.11% Q4 2025 Jan 28, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 667 65 0.0% 0.0% 106 0 0.0% Q4 2025 Feb 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 557 54 0.0% 0.0% 107 -481 -46.34% Q4 2025 Jan 27, 2026
AlphaQuest LLC History Reduced 398 38 0.0% 0.03% 109 -2,839 -87.7% Q4 2025 Feb 09, 2026
Ameritas Investment Partners, Inc. History No change 398 38 0.0% 0.0% 108 0 0.0% Q4 2025 Feb 11, 2026
Tower Research Capital LLC (TRC) History Added to 326 31 0.0% 0.0% 110 +114 53.77% Q4 2025 Feb 17, 2026
State of Alaska, Department of Revenue History No change 279 27 0.0% 0.0% 111 0 0.0% Q4 2025 Jan 23, 2026
OSAIC HOLDINGS, INC. History Reduced 274 26 0.0% 0.0% 113 -301 -52.35% Q4 2025 Feb 17, 2026
Sterling Capital Management LLC History Reduced 275 26 0.0% 0.0% 112 -53 -16.16% Q4 2025 Feb 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Added to 256 24 0.0% 0.0% 114 +31 13.78% Q4 2025 Feb 17, 2026
ROYAL BANK OF CANADA History New 185 18 0.0% 115 +185 New Q4 2025 Feb 17, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 190 18 0.0% 0.0% 116 0 0.0% Q4 2025 Feb 10, 2026
Versant Capital Management, Inc History Reduced 179 17 0.0% 0.0% 117 -2 -1.1% Q4 2025 Jan 08, 2026
AMALGAMATED BANK History Reduced 151 15 0.0% 0.0% 118 -30 -16.57% Q4 2025 Feb 05, 2026
CWM, LLC History Added to 156 15 0.0% 0.0% 119 +8 5.41% Q4 2025 Jan 26, 2026
Allworth Financial LP History New 140 13 0.0% 120 +140 New Q4 2025 Feb 05, 2026
Quarry LP History Added to 64 6 0.0% 0.0% 123 +35 120.69% Q4 2025 Feb 13, 2026
BNP Paribas Asset Management Holding S.A. History Added to 64 6 0.0% 0.0% 121 +29 82.86% Q4 2025 Feb 13, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 63 6 0.0% 0.0% 122 -12 -16.0% Q4 2025 Feb 13, 2026
Blue Trust, Inc. History New 55 5 0.0% 126 +55 New Q4 2025 Jan 16, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 55 5 0.0% 0.0% 124 0 0.0% Q4 2025 Feb 06, 2026
Investors Research Corp History No change 60 5 0.0% 0.0% 125 0 0.0% Q4 2025 Jan 06, 2026
Larson Financial Group LLC History Reduced 49 4 0.0% 0.0% 129 -96 -66.21% Q4 2025 Feb 06, 2026
HUNTINGTON NATIONAL BANK History Added to 47 4 0.0% 127 +46 4600.0% Q4 2025 Feb 09, 2026
Optiver Holding B.V. History Added to 43 4 0.0% 0.0% 130 +25 138.89% Q4 2025 Feb 17, 2026
Ancora Advisors LLC History No change 50 4 0.0% 0.0% 128 0 0.0% Q4 2025 Feb 17, 2026
EverSource Wealth Advisors, LLC History Reduced 38 3 0.0% 0.0% 131 -6 -13.64% Q4 2025 Feb 06, 2026
Steward Partners Investment Advisory, LLC History No change 40 3 0.0% 0.0% 132 0 0.0% Q4 2025 Feb 12, 2026
Arax Advisory Partners History Reduced 28 2 0.0% 0.0% 135 -27 -49.09% Q4 2025 Feb 13, 2026
Smartleaf Asset Management LLC History Added to 28 2 0.0% 136 +27 2700.0% Q4 2025 Feb 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 30 2 0.0% 0.0% 133 -7 -18.92% Q4 2025 Feb 06, 2026
COUNTRY TRUST BANK History No change 22 2 0.0% 0.0% 134 0 0.0% Q4 2025 Jan 21, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 14 1 0.0% 0.0% 138 -21 -60.0% Q4 2025 Jan 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History New 14 1 0.0% 140 +14 New Q4 2025 Feb 10, 2026
JONES FINANCIAL COMPANIES LLLP History No change 12 1 0.0% 0.0% 137 0 0.0% Q4 2025 Feb 17, 2026
BESSEMER GROUP INC History No change 11 1 0.0% 0.0% 139 0 0.0% Q4 2025 Feb 05, 2026
Bell Investment Advisors, Inc History No change 11 1 0.0% 0.0% 141 0 0.0% Q4 2025 Feb 24, 2026
Empowered Funds, LLC History Closed out 0 0 0.05% -42,083 -100.0% Q3 2025 Nov 13, 2025
Steamboat Capital Partners, LLC History Closed out 0 0 0.38% -11,291 -100.0% Q3 2025 Nov 14, 2025
STATE OF WISCONSIN INVESTMENT BOARD History Closed out 0 0 0.0% -9,413 -100.0% Q3 2025 Nov 14, 2025
Qube Research & Technologies Ltd History Closed out 0 0 0.0% -9,164 -100.0% Q3 2025 Nov 14, 2025
Cadent Capital Advisors, LLC History Closed out 0 0 0.3% -8,910 -100.0% Q3 2025 Oct 15, 2025
Beacon Pointe Advisors, LLC History Closed out 0 0 0.01% -7,110 -100.0% Q3 2025 Nov 14, 2025
Mariner, LLC History Closed out 0 0 0.0% -6,998 -100.0% Q3 2025 Nov 14, 2025
Profit Investment Management, LLC History Closed out 0 0 1.13% -6,996 -100.0% Q3 2025 Oct 14, 2025
Cetera Investment Advisers History Closed out 0 0 0.0% -5,519 -100.0% Q3 2025 Nov 14, 2025
Penn Capital Management Company, LLC History Closed out 0 0 0.05% -5,317 -100.0% Q3 2025 Nov 24, 2025
CastleKnight Management LP History Closed out 0 0 0.01% -4,700 -100.0% Q3 2025 Nov 14, 2025
Virtu Financial LLC History Closed out 0 0 0.03% -3,935 -100.0% Q3 2025 Nov 14, 2025
TLS Advisors LLC History Closed out 0 0 1.35% -3,872 -100.0% Q3 2025 Nov 04, 2025
Aquatic Capital Management LLC History Closed out 0 0 0.01% -3,331 -100.0% Q3 2025 Nov 14, 2025
INCEPTIONR LLC History Closed out 0 0 0.08% -2,636 -100.0% Q3 2025 Nov 13, 2025
Concentric Capital Strategies, LP History Closed out 0 0 0.01% -2,298 -100.0% Q3 2025 Nov 14, 2025
Centiva Capital, LP History Closed out 0 0 0.0% -2,270 -100.0% Q3 2025 Nov 14, 2025
LPL Financial LLC History Closed out 0 0 0.0% -2,238 -100.0% Q3 2025 Nov 12, 2025
TWO SIGMA SECURITIES, LLC History Closed out 0 0 0.04% -2,029 -100.0% Q3 2025 Nov 14, 2025
Legal Advantage Investments, Inc. History Closed out 0 0 0.11% -1,950 -100.0% Q3 2025 Oct 20, 2025
Cerity Partners LLC History Closed out 0 0 0.0% -1,880 -100.0% Q3 2025 Oct 22, 2025
Cannell & Spears LLC History Closed out 0 0 0.0% -1,697 -100.0% Q3 2025 Nov 14, 2025
Quantbot Technologies LP History Closed out 0 0 0.0% -1,075 -100.0% Q3 2025 Nov 12, 2025
PRINCIPAL SECURITIES, INC. History Closed out 0 0 0.0% -47 -100.0% Q3 2025 Nov 12, 2025
CoreCap Advisors, LLC History Closed out 0 0 0.0% -8 -100.0% Q3 2025 Oct 22, 2025
Avion Wealth History Closed out 0 0 -5 -100.0% Q3 2025 Oct 24, 2025
Rise Advisors, LLC History Closed out 0 0 -5 -100.0% Q3 2025 Oct 08, 2025
Root Financial Partners, LLC History Added to 4 0 +2 100.0% Q4 2025 Feb 10, 2026
ROTHSCHILD INVESTMENT LLC History New 1 0 +1 New Q4 2025 Feb 10, 2026
TD PRIVATE CLIENT WEALTH LLC History New 1 0 +1 New Q4 2025 Feb 05, 2026
SIGNATUREFD, LLC History No change 4 0 0 0.0% Q4 2025 Jan 20, 2026
IFP Advisors, Inc History No change 10 0 0.0% 0 0.0% Q4 2025 Feb 06, 2026
Parallel Advisors, LLC History No change 2 0 0 0.0% Q4 2025 Feb 11, 2026
TFC Financial Management, Inc. History No change 1 0 0 0.0% Q4 2025 Jan 23, 2026
SBI Securities Co., Ltd. History No change 5 0 0 0.0% Q4 2025 Feb 03, 2026
True Wealth Design, LLC History No change 4 0 0 0.0% Q4 2025 Jan 08, 2026