Lovesac Co - LOVE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 1,213,318 | 20,250 | 0.0% | 0.0% | 1 | +170,737 | 16.38% | Q2 2026 | Aug 07, 2026 |
| Anson Funds Management LP | History | No change | 1,183,986 | 19,760 | 1.17% | 1.53% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Senvest Management, LLC | History | Reduced | 990,212 | 16,526 | 0.48% | 0.5% | 3 | -35,181 | -3.43% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Reduced | 980,626 | 16,366 | 0.0% | 0.0% | 4 | -64,105 | -6.14% | Q2 2026 | Aug 13, 2026 |
| Hood River Capital Management LLC | History | Reduced | 953,213 | 15,909 | 0.12% | 0.14% | 5 | -17,684 | -1.82% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 755,111 | 12,602 | 0.01% | 0.01% | 6 | -7,727 | -1.01% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 625,820 | 10,444 | 0.0% | 0.0% | 7 | +38,121 | 6.49% | Q2 2026 | Aug 11, 2026 |
| AWM Investment Company, Inc. | History | Added to | 610,402 | 10,187 | 0.88% | 0.82% | 8 | +110,400 | 22.08% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 598,919 | 9,995 | 0.0% | 0.0% | 9 | +1,252 | 0.21% | Q2 2026 | Aug 13, 2026 |
| Invenomic Capital Management LP | History | Reduced | 413,318 | 6,898 | 0.41% | 0.32% | 10 | -53,430 | -11.45% | Q2 2026 | Aug 14, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 405,015 | 6,759 | 0.01% | 0.02% | 11 | +4 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 364,449 | 6,083 | 0.0% | 0.0% | 12 | +26,716 | 7.91% | Q2 2026 | Aug 12, 2026 |
| Bastion Asset Management Inc. | History | Reduced | 344,484 | 5,372 | 1.82% | 1.61% | 13 | -11,613 | -3.26% | Q2 2026 | Aug 10, 2026 |
| Skylands Capital, LLC | History | Reduced | 314,647 | 5,251 | 0.65% | 0.64% | 14 | -18,300 | -5.5% | Q2 2026 | Jul 24, 2026 |
| STATE STREET CORP | History | Reduced | 286,722 | 4,785 | 0.0% | 0.0% | 15 | -12,836 | -4.28% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 273,000 | 4,556 | 0.0% | 0.0% | 16 | -94,649 | -25.74% | Q2 2026 | Sep 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 272,794 | 4,552 | 0.0% | 0.0% | 17 | +238,851 | 703.68% | Q2 2026 | Aug 14, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 263,157 | 4,392 | 0.93% | 0.93% | 18 | +11,717 | 4.66% | Q2 2026 | Aug 04, 2026 |
| ISTHMUS PARTNERS, LLC | History | Added to | 248,115 | 4,141 | 0.4% | 0.37% | 19 | +7,929 | 3.3% | Q2 2026 | Jul 20, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 221,315 | 3,693 | 0.0% | 0.0% | 20 | +10,718 | 5.09% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 198,533 | 3,313 | 0.0% | 0.0% | 21 | +161,381 | 434.38% | Q2 2026 | Aug 12, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 167,313 | 2,792 | 0.16% | 0.07% | 22 | +91,031 | 119.33% | Q2 2026 | Jul 31, 2026 |
| MORGAN STANLEY | History | Reduced | 159,818 | 2,667 | 0.0% | 0.0% | 23 | -580 | -0.36% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 148,943 | 2,485 | 0.0% | 0.0% | 24 | +19,516 | 15.08% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 119,564 | 1,995 | 0.0% | 0.0% | 25 | -15,779 | -11.66% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 112,752 | 1,881 | 0.0% | 0.0% | 26 | +13,014 | 13.05% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 112,130 | 1,871 | 0.0% | 0.0% | 27 | -49,843 | -30.77% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 111,125 | 1,854 | 0.0% | 0.0% | 28 | -293,801 | -72.56% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 104,621 | 1,746 | 0.01% | — | 29 | +104,621 | New | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 97,183 | 1,621 | 0.0% | 0.0% | 30 | +7,046 | 7.82% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 96,136 | 1,604 | 0.0% | 0.0% | 31 | -99,166 | -50.78% | Q2 2026 | Aug 13, 2026 |
| Man Group plc | History | Added to | 95,519 | 1,594 | 0.0% | 0.0% | 32 | +80,337 | 529.16% | Q2 2026 | Aug 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 89,949 | 1,499 | 0.0% | 0.0% | 33 | +62,509 | 227.8% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 83,539 | 1,394 | 0.0% | — | 34 | +83,539 | New | Q2 2026 | Aug 14, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 81,203 | 1,355 | 0.0% | 0.0% | 35 | -68,204 | -45.65% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Reduced | 80,341 | 1,340 | 0.0% | 0.0% | 36 | -3,430 | -4.09% | Q2 2026 | Aug 14, 2026 |
| 1492 Capital Management LLC | History | Reduced | 80,335 | 1,340 | 0.4% | 0.46% | 37 | -1,294 | -1.59% | Q2 2026 | Aug 11, 2026 |
| Trexquant Investment LP | History | New | 72,094 | 1,203 | 0.01% | — | 38 | +72,094 | New | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 69,649 | 1,162 | 0.0% | 0.0% | 39 | +36,973 | 113.15% | Q2 2026 | Aug 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 68,848 | 1,149 | 0.07% | — | 40 | +68,848 | New | Q2 2026 | Aug 06, 2026 |
| Quantinno Capital Management LP | History | Added to | 64,338 | 1,073 | 0.0% | 0.0% | 41 | +13,932 | 27.64% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 63,210 | 1,054 | 0.0% | 0.0% | 42 | -12,500 | -16.51% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 62,051 | 1,035 | 0.02% | 0.04% | 43 | -56,643 | -47.72% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 61,965 | 1,034 | 0.0% | 0.0% | 44 | -20,182 | -24.57% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | Reduced | 56,100 | 936 | 0.0% | 0.0% | 45 | -12,500 | -18.22% | Q2 2026 | Aug 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 52,478 | 875 | 0.0% | 0.0% | 46 | +5,568 | 11.87% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 52,097 | 869 | 0.0% | 0.0% | 47 | +704 | 1.37% | Q2 2026 | Aug 06, 2026 |
| CREDIT AGRICOLE S A | History | New | 50,000 | 834 | 0.0% | — | 48 | +50,000 | New | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | No change | 45,500 | 759 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 43,197 | 720 | 0.0% | 0.0% | 50 | -278,025 | -86.55% | Q2 2026 | Aug 14, 2026 |
| Walleye Capital LLC | History | Reduced | 41,889 | 699 | 0.0% | 0.0% | 51 | -9,011 | -17.7% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | Added to | 40,677 | 678 | 0.0% | 0.0% | 52 | +30,585 | 303.06% | Q2 2026 | Aug 05, 2026 |
| Divisadero Street Capital Management, LP | History | No change | 38,115 | 636 | 0.01% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 35,800 | 597 | 0.0% | 0.01% | 54 | -239,439 | -86.99% | Q2 2026 | Aug 07, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 33,315 | 556 | 0.01% | 0.01% | 55 | -1,122 | -3.26% | Q2 2026 | Jul 31, 2026 |
| Penn Capital Management Company, LLC | History | New | 33,007 | 550 | 0.03% | — | 56 | +33,007 | New | Q2 2026 | Jul 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 28,053 | 468 | 0.0% | 0.0% | 57 | -851 | -2.94% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 30,508 | 450 | 0.0% | 0.0% | 58 | +19,698 | 182.22% | Q2 2026 | Aug 14, 2026 |
| Empowered Funds, LLC | History | Reduced | 24,151 | 403 | 0.0% | 0.01% | 59 | -59,643 | -71.18% | Q2 2026 | Aug 14, 2026 |
| Atom Investors LP | History | Added to | 24,162 | 403 | 0.04% | 0.02% | 60 | +3,894 | 19.21% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 19,281 | 321 | 0.0% | 0.0% | 61 | -358 | -1.82% | Q2 2026 | Aug 11, 2026 |
| Yorktown Management & Research Co Inc | History | New | 18,700 | 312 | 0.19% | — | 62 | +18,700 | New | Q2 2026 | Jul 23, 2026 |
| Walleye Trading LLC | History | Reduced | 17,189 | 286 | 0.0% | 0.0% | 63 | -15,439 | -47.32% | Q2 2026 | Aug 03, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 16,882 | 281 | 0.0% | 0.0% | 64 | +3,847 | 29.51% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 16,426 | 274 | 0.0% | 0.0% | 65 | +10,273 | 166.96% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 15,222 | 255 | 0.0% | 0.0% | 66 | +417 | 2.82% | Q2 2026 | Aug 14, 2026 |
| FMA Wealth Management, LLC | History | No change | 1,000 | 238 | 0.15% | 0.14% | 67 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Grandeur Peak Global Advisors, LLC | History | No change | 14,140 | 235 | 0.05% | 0.05% | 68 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| State of Wyoming | History | New | 13,529 | 225 | 0.02% | — | 69 | +13,529 | New | Q2 2026 | Aug 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 12,634 | 210 | 0.0% | 0.0% | 70 | -2,491 | -16.47% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 11,838 | 197 | 0.0% | — | 71 | +11,838 | New | Q2 2026 | Aug 19, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 11,600 | 193 | 0.0% | — | 72 | +11,600 | New | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 11,399 | 190 | 0.0% | 0.0% | 73 | -76,701 | -87.06% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 10,769 | 179 | 0.02% | — | 74 | +10,769 | New | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | New | 10,796 | 178 | 0.0% | — | 75 | +10,796 | New | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | New | 10,294 | 171 | 0.0% | — | 76 | +10,294 | New | Q2 2026 | Aug 07, 2026 |
| Engineers Gate Manager LP | History | New | 10,100 | 168 | 0.0% | — | 77 | +10,100 | New | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 9,873 | 164 | 0.0% | 0.0% | 78 | -794 | -7.44% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | New | 8,043 | 134 | 0.0% | — | 79 | +8,043 | New | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 7,625 | 127 | 0.0% | 0.0% | 80 | +4,971 | 187.3% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | Added to | 6,724 | 112 | 0.0% | 0.0% | 81 | +5,992 | 818.58% | Q2 2026 | Aug 03, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 6,572 | 109 | 0.0% | 0.0% | 82 | +228 | 3.59% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,038 | 101 | 0.0% | 0.0% | 83 | +625 | 11.55% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,722 | 95 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 5,267 | 87 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,151 | 69 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 3,800 | 63 | 0.0% | 0.0% | 87 | -71,900 | -94.98% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,368 | 39 | 0.0% | 0.0% | 88 | +44 | 1.89% | Q2 2026 | Jul 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,071 | 34 | 0.0% | 0.0% | 89 | -795 | -27.74% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,865 | 31 | 0.0% | 0.0% | 90 | +921 | 97.56% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,832 | 30 | 0.0% | — | 91 | +1,823 | 20255.56% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | New | 1,715 | 28 | 0.0% | — | 92 | +1,715 | New | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,608 | 26 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | Added to | 1,506 | 25 | 0.0% | 0.0% | 94 | +310 | 25.92% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,384 | 23 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Added to | 1,302 | 21 | 0.0% | 0.0% | 96 | +163 | 14.31% | Q2 2026 | Jul 07, 2026 |
| Quantbot Technologies LP | History | Reduced | 709 | 11 | 0.0% | 0.0% | 97 | -7,361 | -91.21% | Q2 2026 | Aug 12, 2026 |
| Covestor Ltd | History | New | 599 | 10 | 0.01% | — | 98 | +599 | New | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | Added to | 411 | 6 | 0.0% | — | 99 | +405 | 6750.0% | Q2 2026 | Aug 11, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 325 | 5 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 294 | 4 | 0.0% | — | 101 | +282 | 2350.0% | Q2 2026 | Aug 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 187 | 3 | 0.0% | 0.0% | 104 | -533 | -74.03% | Q2 2026 | Aug 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 181 | 3 | 0.0% | — | 102 | +131 | 262.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 215 | 3 | 0.0% | 0.0% | 106 | +46 | 27.22% | Q2 2026 | Jul 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 190 | 3 | 0.0% | 0.0% | 103 | +5 | 2.7% | Q2 2026 | Aug 07, 2026 |
| CWM, LLC | History | No change | 231 | 3 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bogart Wealth, LLC | History | New | 122 | 2 | 0.0% | — | 108 | +122 | New | Q2 2026 | Jul 24, 2026 |
| Sterling Capital Management LLC | History | Reduced | 127 | 2 | 0.0% | 0.0% | 107 | -92 | -42.01% | Q2 2026 | Jul 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 113 | 1 | 0.0% | — | 109 | +108 | 2160.0% | Q2 2026 | Jul 24, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 60 | 1 | 0.0% | — | 110 | +60 | New | Q2 2026 | Jul 22, 2026 |
| Kanen Wealth Management LLC | History | Closed out | 0 | 0 | — | 2.9% | — | -545,963 | -100.0% | Q2 2026 | Aug 13, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 0.22% | — | -35,065 | -100.0% | Q2 2026 | Aug 14, 2026 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,972 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -23,449 | -100.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 47 | 0 | — | 0.0% | — | -21,082 | -99.78% | Q2 2026 | Aug 10, 2026 |
| Boston Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -16,873 | -100.0% | Q2 2026 | Aug 04, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,476 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,396 | -100.0% | Q2 2026 | Aug 13, 2026 |
| PFG Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,850 | -100.0% | Q2 2026 | Jul 23, 2026 |
| YANKCOM Partnership | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q2 2026 | Jul 21, 2026 |
| SJS Investment Consulting Inc. | History | New | 39 | 0 | — | — | — | +39 | New | Q2 2026 | Jul 22, 2026 |
| Optiver Holding B.V. | History | Reduced | 8 | 0 | — | — | — | -32 | -80.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q2 2026 | Aug 06, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Quarry LP | History | New | 14 | 0 | — | — | — | +14 | New | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q2 2026 | Aug 10, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Jul 22, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 10 | 0 | — | — | — | -2 | -16.67% | Q2 2026 | Jul 22, 2026 |
| NewEdge Advisors, LLC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Avion Wealth | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Fortitude Family Office, LLC | History | No change | 47 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sunrise Financial Services, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |