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 | Reduced | 1,520,237 | 42,064 | 0.12% | 0.12% | 1 | -43,214 | -2.76% | Q3 2026 | Oct 30, 2026 |
| BlackRock, Inc. | History | No change | 1,532,639 | 39,128 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 981,491 | 27,174 | 0.0% | 0.0% | 3 | +5,386 | 0.55% | Q3 2026 | Nov 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 679,713 | 17,353 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 608,731 | 16,844 | 0.03% | 0.02% | 5 | +133,361 | 28.05% | Q3 2026 | Nov 06, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 592,696 | 15,131 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 572,731 | 14,621 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 365,934 | 10,127 | 0.0% | 0.0% | 8 | -6,642 | -1.78% | Q3 2026 | Nov 06, 2026 |
| Cambria Investment Management, L.P. | History | No change | 373,803 | 9,543 | 0.47% | 0.47% | 9 | 0 | 0.0% | 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 | No change | 322,612 | 8,236 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | No change | 318,051 | 8,119 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kanen Wealth Management LLC | History | No change | 291,400 | 7,414 | 1.8% | 1.8% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 255,905 | 6,533 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 237,276 | 6,057 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 217,247 | 6,001 | 0.01% | 0.0% | 16 | +180,346 | 488.73% | Q3 2026 | Nov 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 204,502 | 5,220 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hodges Capital Management Inc. | History | No change | 183,000 | 4,671 | 0.31% | 0.31% | 18 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 157,915 | 4,369 | 0.0% | 0.0% | 19 | -3,562 | -2.21% | Q3 2026 | Nov 05, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 166,331 | 4,246 | 0.07% | 0.07% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 162,868 | 4,158 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CWA Asset Management Group, LLC | History | No change | 144,000 | 3,984 | 0.12% | 0.11% | 22 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| NORTHERN TRUST CORP | History | No change | 139,486 | 3,561 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | Added to | 121,952 | 3,374 | 0.0% | 0.0% | 24 | +16,887 | 16.07% | Q3 2026 | Nov 10, 2026 |
| Empowered Funds, LLC | History | No change | 119,516 | 3,051 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 113,347 | 2,894 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 99,282 | 2,745 | 0.0% | 0.0% | 27 | -96,261 | -49.23% | Q3 2026 | Nov 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 94,077 | 2,401 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 85,385 | 2,362 | 0.0% | 0.0% | 29 | +27,140 | 46.6% | Q3 2026 | Nov 02, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 91,313 | 2,337 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 79,791 | 2,207 | 0.1% | 0.08% | 31 | +17,053 | 27.18% | Q3 2026 | Oct 22, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 84,186 | 2,149 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 81,683 | 2,085 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 73,728 | 2,046 | 0.03% | 0.03% | 34 | +900 | 1.24% | Q3 2026 | Oct 23, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 79,138 | 2,020 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 72,200 | 1,997 | 0.0% | 0.0% | 36 | +12,600 | 21.14% | Q3 2026 | Nov 10, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Reduced | 64,491 | 1,784 | 0.03% | 0.1% | 37 | -168,069 | -72.27% | Q3 2026 | Oct 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 63,358 | 1,757 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 62,550 | 1,730 | 0.0% | 0.0% | 39 | -25,027 | -28.58% | Q3 2026 | Nov 10, 2026 |
| SG Capital Management LLC | History | Added to | 56,738 | 1,569 | 0.11% | 0.12% | 40 | +872 | 1.56% | Q3 2026 | Nov 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 56,620 | 1,445 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 55,121 | 1,407 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 48,824 | 1,246 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 41,600 | 1,151 | 0.06% | 0.05% | 44 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Quantinno Capital Management LP | History | No change | 43,463 | 1,109 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 41,034 | 1,042 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Added to | 37,224 | 1,029 | 0.0% | 0.0% | 47 | +16,784 | 82.11% | Q3 2026 | Nov 06, 2026 |
| SummerHaven Investment Management, LLC | History | New | 36,435 | 1,008 | 0.56% | — | 48 | +36,435 | New | Q3 2026 | Oct 19, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 36,377 | 1,006 | 0.02% | — | 49 | +36,377 | New | Q3 2026 | Oct 16, 2026 |
| JPMORGAN CHASE & CO | History | No change | 37,623 | 958 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 35,200 | 898 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WULFF, HANSEN & CO. | History | Reduced | 30,127 | 833 | 0.63% | 0.6% | 52 | -395 | -1.29% | Q3 2026 | Nov 09, 2026 |
| Parallel Advisors, LLC | History | Added to | 29,652 | 820 | 0.01% | 0.01% | 53 | +380 | 1.3% | Q3 2026 | Nov 03, 2026 |
| CITADEL ADVISORS LLC | History | No change | 30,325 | 774 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 29,100 | 742 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 24,684 | 683 | 0.0% | 0.0% | 56 | +4,206 | 20.54% | Q3 2026 | Nov 10, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | No change | 23,652 | 656 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Invesco Ltd. | History | No change | 25,668 | 655 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 24,977 | 637 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 22,858 | 583 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 22,501 | 574 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 20,120 | 556 | 0.0% | 0.0% | 62 | +2,823 | 16.32% | Q3 2026 | Nov 10, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 19,534 | 498 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Watershed Asset Management, L.L.C. | History | No change | 17,777 | 453 | 0.41% | 0.41% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 16,218 | 448 | 0.0% | 0.0% | 65 | +6,234 | 62.44% | Q3 2026 | Nov 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 16,849 | 430 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 16,700 | 426 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Odyssean, LLC | History | No change | 16,546 | 422 | 0.07% | 0.07% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 15,001 | 415 | 0.0% | 0.0% | 69 | +2,975 | 24.74% | Q3 2026 | Nov 06, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 15,601 | 398 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 14,276 | 395 | 0.0% | 0.0% | 71 | +6,244 | 77.74% | Q3 2026 | Nov 10, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 15,241 | 389 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 13,983 | 386 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 15,570 | 329 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 12,810 | 327 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 11,765 | 325 | 0.0% | 0.0% | 76 | -1,741 | -12.89% | Q3 2026 | Nov 06, 2026 |
| EP Wealth Advisors, LLC | History | No change | 12,459 | 318 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 11,832 | 302 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 11,514 | 294 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 10,950 | 279 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ICON ADVISERS INC/CO | History | No change | 10,700 | 273 | 0.05% | 0.05% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 10,027 | 255 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 9,205 | 235 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MetLife Investment Management, LLC | History | No change | 9,057 | 231 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 6,370 | 162 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | New | 5,800 | 160 | 0.0% | — | 86 | +5,800 | New | Q3 2026 | Oct 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,611 | 143 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 4,771 | 132 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 4,750 | 131 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Aquatic Capital Management LLC | History | No change | 4,948 | 126 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 4,887 | 124 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 3,456 | 95 | 0.0% | 0.0% | 92 | -1,431 | -29.28% | Q3 2026 | Nov 09, 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 | 88 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 2,759 | 75 | 0.0% | 0.0% | 95 | +809 | 41.49% | Q3 2026 | Oct 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,310 | 63 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| CITIGROUP INC | History | Reduced | 2,271 | 62 | 0.0% | 0.0% | 97 | -5,635 | -71.27% | Q3 2026 | Nov 04, 2026 |
| Arax Advisory Partners | History | No change | 2,326 | 59 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,097 | 53 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | No change | 1,921 | 53 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 1,664 | 42 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,371 | 35 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,252 | 34 | 0.0% | 0.0% | 103 | +573 | 84.39% | Q3 2026 | Oct 08, 2026 |
| Legal & General Group Plc | History | No change | 1,265 | 32 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,011 | 27 | 0.0% | 0.0% | 105 | +73 | 7.78% | Q3 2026 | Nov 04, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 934 | 24 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 873 | 24 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| GAMMA Investing LLC | History | Added to | 829 | 22 | 0.0% | 0.0% | 108 | +27 | 3.37% | Q3 2026 | Oct 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 434 | 11 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 367 | 10 | 0.0% | 0.0% | 110 | +2 | 0.55% | Q3 2026 | Oct 20, 2026 |
| ROYAL BANK OF CANADA | History | No change | 410 | 10 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | Added to | 316 | 8 | 0.01% | 0.0% | 112 | +297 | 1563.16% | Q3 2026 | Oct 30, 2026 |
| Sterling Capital Management LLC | History | Reduced | 256 | 7 | 0.0% | 0.0% | 113 | -23 | -8.24% | Q3 2026 | Oct 22, 2026 |
| Allworth Financial LP | History | No change | 291 | 7 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 250 | 6 | 0.0% | 0.0% | 117 | +75 | 42.86% | Q3 2026 | Nov 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 217 | 6 | 0.0% | 0.0% | 115 | -29 | -11.79% | Q3 2026 | Nov 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 202 | 6 | 0.0% | 0.0% | 116 | -7 | -3.35% | Q3 2026 | Oct 22, 2026 |
| Fortitude Family Office, LLC | History | New | 216 | 5 | 0.0% | — | 119 | +216 | New | Q3 2026 | Oct 14, 2026 |
| SouthState Bank Corp | History | New | 182 | 5 | 0.0% | — | 118 | +182 | New | Q3 2026 | Nov 09, 2026 |
| IFP Advisors, Inc | History | Added to | 156 | 4 | 0.0% | 0.0% | 122 | +56 | 56.0% | Q3 2026 | Oct 16, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 163 | 4 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 189 | 4 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| SBI Securities Co., Ltd. | History | No change | 157 | 4 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Bare Financial Services, Inc | History | No change | 180 | 4 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Optiver Holding B.V. | History | No change | 136 | 3 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 90 | 2 | 0.0% | 0.0% | 126 | +44 | 95.65% | Q3 2026 | Nov 10, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 97 | 2 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 88 | 2 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| IFG Advisory, LLC | History | Reduced | 72 | 1 | 0.0% | 0.0% | 130 | -39 | -35.14% | Q3 2026 | Nov 06, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 38 | 1 | 0.0% | — | 133 | +38 | New | Q3 2026 | Oct 20, 2026 |
| Root Financial Partners, LLC | History | New | 38 | 1 | 0.0% | — | 134 | +38 | New | Q3 2026 | Oct 21, 2026 |
| Essential Partners LLC | History | Added to | 67 | 1 | 0.0% | 0.0% | 132 | +18 | 36.73% | Q3 2026 | Oct 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 46 | 1 | 0.0% | 0.0% | 129 | -3 | -6.12% | Q3 2026 | Nov 05, 2026 |
| Kilter Group LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -224 | -100.0% | Q3 2026 | Nov 10, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Clark Wealth Partners | History | New | 33 | 0 | — | — | — | +33 | New | Q3 2026 | Oct 16, 2026 |
| GROUP ONE TRADING LLC | History | New | 27 | 0 | — | — | — | +27 | New | Q3 2026 | Nov 10, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q3 2026 | Nov 03, 2026 |
| True Wealth Design, LLC | History | Added to | 27 | 0 | — | — | — | +21 | 350.0% | Q3 2026 | Oct 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 20 | 0 | — | — | — | +9 | 81.82% | Q3 2026 | Oct 26, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Oct 30, 2026 |
| Clearstead Advisors, LLC | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q3 2026 | Nov 06, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 30, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Parkside Financial Bank & Trust | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investors Portfolio Services LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Financial Management LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |