HAVERTY FURNITURE COMPANIES INC - HVT
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | History | Added to | 1,563,451 | 39,914 | 0.12% | 0.1% | 1 | +103,303 | 7.07% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | Added to | 1,532,639 | 39,128 | 0.0% | 0.0% | 2 | +121,951 | 8.64% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 976,105 | 25,022 | 0.0% | 0.0% | 3 | -4,946 | -0.5% | Q2 2026 | Aug 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 679,713 | 17,353 | 0.02% | 0.02% | 4 | -40,117 | -5.57% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 592,696 | 15,131 | 0.0% | 0.0% | 5 | +496 | 0.08% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 572,731 | 14,621 | 0.01% | 0.01% | 6 | +31,997 | 5.92% | Q2 2026 | Aug 12, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 475,370 | 12,136 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 372,576 | 9,546 | 0.0% | 0.0% | 8 | +42,977 | 13.04% | Q2 2026 | Aug 12, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 373,803 | 9,543 | 0.47% | 0.53% | 9 | -72,223 | -16.19% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 334,359 | 8,536 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 322,612 | 8,236 | 0.0% | 0.0% | 11 | +18,816 | 6.19% | Q2 2026 | Sep 22, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 318,051 | 8,119 | 0.02% | 0.02% | 12 | -34,470 | -9.78% | Q2 2026 | Aug 14, 2026 |
| Kanen Wealth Management LLC | History | New | 291,400 | 7,414 | 1.8% | — | 13 | +291,400 | New | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 255,905 | 6,533 | 0.0% | 0.0% | 14 | -69,934 | -21.46% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 237,276 | 6,057 | 0.0% | 0.0% | 15 | +19,282 | 8.85% | Q2 2026 | Aug 13, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 232,560 | 5,937 | 0.1% | 0.06% | 16 | +75,847 | 48.4% | Q2 2026 | Aug 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 204,502 | 5,220 | 0.0% | 0.0% | 17 | -34,246 | -14.34% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 195,543 | 4,991 | 0.0% | 0.0% | 18 | +82,366 | 72.78% | Q2 2026 | Aug 06, 2026 |
| Hodges Capital Management Inc. | History | Reduced | 183,000 | 4,671 | 0.31% | 0.37% | 19 | -26,800 | -12.77% | Q2 2026 | Aug 03, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 166,331 | 4,246 | 0.07% | 0.07% | 20 | -7,944 | -4.56% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 162,868 | 4,158 | 0.01% | 0.02% | 21 | -11,972 | -6.85% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 161,477 | 4,122 | 0.0% | 0.0% | 22 | +6,506 | 4.2% | Q2 2026 | Aug 06, 2026 |
| CWA Asset Management Group, LLC | History | No change | 144,000 | 3,676 | 0.11% | 0.1% | 23 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 139,486 | 3,561 | 0.0% | 0.0% | 24 | +8,313 | 6.34% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | Added to | 119,516 | 3,051 | 0.02% | 0.02% | 25 | +2,014 | 1.71% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 113,347 | 2,894 | 0.0% | 0.0% | 26 | -985 | -0.86% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | Added to | 105,065 | 2,682 | 0.0% | 0.0% | 27 | +69,828 | 198.17% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 94,077 | 2,401 | 0.0% | 0.0% | 28 | -10,426 | -9.98% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 91,313 | 2,337 | 0.0% | 0.0% | 29 | +3,115 | 3.53% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 87,577 | 2,235 | 0.0% | 0.0% | 30 | -77,417 | -46.92% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 84,186 | 2,149 | 0.0% | 0.0% | 31 | +2,650 | 3.25% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 81,683 | 2,085 | 0.01% | — | 32 | +81,683 | New | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 72,828 | 2,023 | 0.03% | 0.03% | 33 | -1,876 | -2.51% | Q2 2026 | Jul 23, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 79,138 | 2,020 | 0.0% | 0.0% | 34 | +5,846 | 7.98% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | New | 63,358 | 1,718 | 0.0% | — | 35 | +63,358 | New | Q2 2026 | Jul 28, 2026 |
| TECTONIC ADVISORS LLC | History | Reduced | 62,738 | 1,601 | 0.08% | 0.1% | 36 | -25,309 | -28.74% | Q2 2026 | Jul 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 59,600 | 1,521 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | Added to | 58,245 | 1,487 | 0.0% | 0.0% | 38 | +35,356 | 154.47% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 56,620 | 1,445 | 0.0% | 0.0% | 39 | -10,525 | -15.68% | Q2 2026 | Aug 14, 2026 |
| SG Capital Management LLC | History | Added to | 55,866 | 1,426 | 0.12% | 0.03% | 40 | +35,472 | 173.93% | Q2 2026 | Aug 07, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 55,121 | 1,407 | 0.0% | 0.0% | 41 | -94,438 | -63.14% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | Added to | 48,824 | 1,246 | 0.0% | 0.0% | 42 | +4,334 | 9.74% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 43,463 | 1,109 | 0.0% | 0.0% | 43 | +14,890 | 52.11% | Q2 2026 | Aug 13, 2026 |
| WATERS PARKERSON & CO., LLC | History | Added to | 41,600 | 1,062 | 0.05% | 0.04% | 44 | +1,750 | 4.39% | Q2 2026 | Jul 30, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 41,034 | 1,042 | 0.0% | 0.0% | 45 | -5,907 | -12.58% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 37,623 | 958 | 0.0% | 0.0% | 46 | -634 | -1.66% | Q2 2026 | Aug 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 36,901 | 939 | 0.0% | 0.0% | 47 | -10,528 | -22.2% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 35,200 | 898 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WULFF, HANSEN & CO. | History | No change | 30,522 | 779 | 0.6% | 0.66% | 49 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 30,325 | 774 | 0.0% | 0.0% | 50 | +16,625 | 121.35% | Q2 2026 | Sep 02, 2026 |
| Parallel Advisors, LLC | History | Added to | 29,272 | 747 | 0.01% | 0.01% | 51 | +589 | 2.05% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 29,100 | 742 | 0.0% | 0.0% | 52 | +8,800 | 43.35% | Q2 2026 | Aug 14, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | No change | 23,652 | 661 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Invesco Ltd. | History | Reduced | 25,668 | 655 | 0.0% | 0.0% | 54 | -237 | -0.91% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | Added to | 24,977 | 637 | 0.01% | 0.01% | 55 | +4,585 | 22.48% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | Added to | 22,858 | 583 | 0.01% | 0.0% | 56 | +12,518 | 121.06% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 22,501 | 574 | 0.0% | 0.0% | 57 | -3,729 | -14.22% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 20,478 | 524 | 0.0% | 0.0% | 58 | -17,042 | -45.42% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | Reduced | 20,440 | 521 | 0.0% | 0.0% | 59 | -2,249 | -9.91% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 19,534 | 498 | 0.01% | 0.0% | 60 | +9,994 | 104.76% | Q2 2026 | Aug 14, 2026 |
| Watershed Asset Management, L.L.C. | History | Reduced | 17,777 | 453 | 0.41% | 0.42% | 61 | -1,411 | -7.35% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 17,297 | 441 | 0.0% | 0.0% | 62 | +10 | 0.06% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 16,849 | 430 | 0.0% | 0.0% | 63 | +4,910 | 41.13% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 16,700 | 426 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Odyssean, LLC | History | New | 16,546 | 422 | 0.07% | — | 65 | +16,546 | New | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 15,601 | 398 | 0.0% | 0.0% | 66 | +3,158 | 25.38% | Q2 2026 | Aug 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 15,241 | 389 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 13,983 | 356 | 0.04% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 13,506 | 344 | 0.0% | 0.0% | 69 | +11,110 | 463.69% | Q2 2026 | Aug 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 15,570 | 329 | 0.0% | 0.0% | 70 | +1,000 | 6.86% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 12,810 | 327 | 0.0% | 0.0% | 71 | +6,644 | 107.75% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 12,459 | 318 | 0.0% | 0.0% | 72 | -1,132 | -8.33% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | Added to | 12,026 | 307 | 0.0% | 0.0% | 73 | +1,700 | 16.46% | Q2 2026 | Aug 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 11,832 | 302 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Brooklyn Investment Group | History | No change | 14,066 | 297 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 11,514 | 294 | 0.0% | 0.0% | 76 | +391 | 3.52% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 10,950 | 279 | 0.0% | 0.0% | 77 | -13,398 | -55.03% | Q2 2026 | Aug 12, 2026 |
| ICON ADVISERS INC/CO | History | No change | 10,700 | 273 | 0.05% | 0.05% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | New | 10,027 | 255 | 0.0% | — | 79 | +10,027 | New | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 9,984 | 254 | 0.0% | 0.0% | 80 | +6,251 | 167.45% | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 9,205 | 235 | 0.01% | — | 81 | +9,205 | New | Q2 2026 | Aug 06, 2026 |
| MetLife Investment Management, LLC | History | Added to | 9,057 | 231 | 0.0% | 0.0% | 82 | +1,218 | 15.54% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | New | 8,032 | 205 | 0.0% | — | 83 | +8,032 | New | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Added to | 7,906 | 201 | 0.0% | 0.0% | 84 | +5,688 | 256.45% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 6,370 | 162 | 0.0% | 0.0% | 85 | -94 | -1.45% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,611 | 143 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 4,948 | 126 | 0.0% | 0.0% | 87 | -2,056 | -29.35% | Q2 2026 | Aug 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 4,771 | 125 | 0.01% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 4,887 | 124 | 0.0% | 0.0% | 90 | +1,762 | 56.38% | Q2 2026 | Jul 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 4,887 | 124 | 0.0% | 0.0% | 89 | -820 | -14.37% | Q2 2026 | Aug 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 4,750 | 123 | 0.02% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CWM, LLC | History | No change | 5,684 | 120 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,653 | 93 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 3,200 | 81 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | Added to | 2,326 | 59 | 0.0% | 0.0% | 95 | +1,803 | 344.74% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,310 | 58 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,097 | 53 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,921 | 49 | 0.0% | 0.0% | 99 | +272 | 16.49% | Q2 2026 | Jul 02, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,950 | 49 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 1,664 | 42 | 0.0% | 0.0% | 100 | -126 | -7.04% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,371 | 35 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 1,265 | 32 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 934 | 24 | 0.0% | 0.0% | 103 | -1,214 | -56.52% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 938 | 23 | 0.0% | 0.0% | 104 | +240 | 34.38% | Q2 2026 | Jul 24, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 873 | 22 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GAMMA Investing LLC | History | Reduced | 802 | 20 | 0.0% | 0.0% | 106 | -27 | -3.26% | Q2 2026 | Jul 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 679 | 17 | 0.0% | 0.0% | 107 | +590 | 662.92% | Q2 2026 | Jul 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 434 | 11 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 410 | 10 | 0.0% | — | 109 | +400 | 4000.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 365 | 9 | 0.0% | 0.0% | 110 | +2 | 0.55% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | Reduced | 291 | 7 | 0.0% | 0.0% | 112 | -955 | -76.65% | Q2 2026 | Aug 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 279 | 7 | 0.0% | 0.0% | 111 | -168 | -37.58% | Q2 2026 | Jul 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 246 | 6 | 0.0% | 0.0% | 113 | +2 | 0.82% | Q2 2026 | Aug 07, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 224 | 5 | 0.0% | — | 115 | +224 | New | Q2 2026 | Aug 07, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 209 | 5 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 189 | 4 | 0.0% | 0.0% | 117 | -541 | -74.11% | Q2 2026 | Aug 24, 2026 |
| Global Retirement Partners, LLC | History | New | 175 | 4 | 0.0% | — | 120 | +175 | New | Q2 2026 | Aug 06, 2026 |
| Bare Financial Services, Inc | History | Added to | 180 | 4 | 0.0% | 0.0% | 119 | +89 | 97.8% | Q2 2026 | Jul 27, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 163 | 4 | 0.0% | 0.0% | 116 | +28 | 20.74% | Q2 2026 | Jul 31, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 157 | 4 | 0.0% | 0.0% | 118 | +1 | 0.64% | Q2 2026 | Jul 22, 2026 |
| Optiver Holding B.V. | History | Reduced | 136 | 3 | 0.0% | 0.0% | 121 | -96 | -41.38% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | New | 111 | 2 | 0.0% | — | 124 | +111 | New | Q2 2026 | Aug 13, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | New | 97 | 2 | 0.0% | — | 125 | +97 | New | Q2 2026 | Aug 04, 2026 |
| IFP Advisors, Inc | History | Added to | 100 | 2 | 0.0% | 0.0% | 122 | +28 | 38.89% | Q2 2026 | Jul 20, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 88 | 2 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 50 | 1 | 0.0% | 0.0% | 128 | -45 | -47.37% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 46 | 1 | 0.0% | — | 127 | +26 | 130.0% | Q2 2026 | Aug 06, 2026 |
| Kilter Group LLC | History | Added to | 52 | 1 | 0.0% | — | 130 | +21 | 67.74% | Q2 2026 | Aug 11, 2026 |
| Covestor Ltd | History | Added to | 19 | 1 | 0.0% | — | 129 | +13 | 216.67% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | Added to | 49 | 1 | 0.0% | — | 126 | +8 | 19.51% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | Reduced | 49 | 1 | 0.0% | 0.0% | 131 | -3 | -5.77% | Q2 2026 | Aug 10, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -31,331 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,651 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,004 | -100.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,980 | -100.0% | Q2 2026 | Aug 13, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,065 | -100.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,371 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,007 | -100.0% | Q2 2026 | Aug 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,471 | -100.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,473 | -100.0% | Q2 2026 | Aug 14, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.02% | — | -8,366 | -100.0% | Q2 2026 | Aug 06, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -267 | -100.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -153 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | — | — | -36 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Avion Wealth | History | New | 24 | 0 | — | — | — | +24 | New | Q2 2026 | Jul 31, 2026 |
| True Wealth Design, LLC | History | Reduced | 6 | 0 | — | — | — | -16 | -72.73% | Q2 2026 | Jul 16, 2026 |
| Investors Portfolio Services LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 30 | 0 | — | — | — | -11 | -26.83% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 11 | 0 | — | — | — | -2 | -15.38% | Q2 2026 | Jul 22, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Jul 22, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Parkside Financial Bank & Trust | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cornerstone Financial Management LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |