Lovesac Co - LOVE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 10 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Anson Funds Management LP | History | Added to | 1,370,665 | 20,217 | 1.9% | 1.6% | 1 | +325,000 | 31.08% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 1,047,723 | 15,453 | 0.0% | 0.0% | 2 | -46,423 | -4.24% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 1,044,210 | 15,402 | 0.0% | 0.0% | 3 | +3,025 | 0.29% | Q4 2025 | Feb 17, 2026 |
| Hood River Capital Management LLC | History | Added to | 987,744 | 14,569 | 0.16% | 0.2% | 4 | +11,706 | 1.2% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 818,085 | 12,066 | 0.0% | 0.0% | 5 | +456 | 0.06% | Q4 2025 | Jan 29, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 780,636 | 11,514 | 0.01% | 0.0% | 6 | +404,753 | 107.68% | Q4 2025 | Feb 13, 2026 |
| Senvest Management, LLC | History | Reduced | 750,141 | 11,064 | 0.34% | 0.64% | 7 | -418,747 | -35.82% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 676,457 | 9,978 | 0.0% | 0.0% | 8 | -144,360 | -17.59% | Q4 2025 | Feb 12, 2026 |
| AWM Investment Company, Inc. | History | Reduced | 500,002 | 7,375 | 0.71% | 1.23% | 9 | -277,871 | -35.72% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 402,461 | 5,936 | 0.0% | 0.0% | 10 | +263,843 | 190.34% | Q4 2025 | Feb 17, 2026 |
| Invenomic Capital Management LP | History | New | 362,707 | 5,349 | 0.25% | — | 11 | +362,707 | New | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 327,477 | 4,830 | 0.0% | 0.0% | 12 | +259,097 | 378.91% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 326,800 | 4,821 | 0.0% | 0.0% | 13 | -6,034 | -1.81% | Q4 2025 | Feb 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 303,283 | 4,473 | 0.01% | 0.01% | 14 | +60,034 | 24.68% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 296,132 | 4,367 | 0.0% | 0.0% | 15 | -3,019 | -1.01% | Q4 2025 | Feb 13, 2026 |
| Skylands Capital, LLC | History | Added to | 291,397 | 4,298 | 0.58% | 0.44% | 16 | +101,447 | 53.41% | Q4 2025 | Jan 30, 2026 |
| MORGAN STANLEY | History | Added to | 287,524 | 4,240 | 0.0% | 0.0% | 17 | +28,265 | 10.9% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 278,863 | 4,113 | 0.01% | 0.0% | 18 | +162,356 | 139.35% | Q4 2025 | Mar 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 247,904 | 3,656 | 0.0% | 0.0% | 19 | +131,879 | 113.66% | Q4 2025 | Mar 25, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 241,532 | 3,562 | 0.91% | 0.6% | 20 | +105,349 | 77.36% | Q4 2025 | Jan 07, 2026 |
| ISTHMUS PARTNERS, LLC | History | Added to | 234,302 | 3,455 | 0.38% | 0.52% | 21 | +95,592 | 68.92% | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | Added to | 229,643 | 3,387 | 0.0% | 0.0% | 22 | +89,537 | 63.91% | Q4 2025 | Jan 29, 2026 |
| 4D Advisors, LLC | History | New | 200,000 | 2,950 | 1.62% | — | 23 | +200,000 | New | Q4 2025 | Feb 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 186,586 | 2,752 | 0.0% | 0.0% | 24 | -178,409 | -48.88% | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 160,804 | 2,371 | 0.0% | 0.0% | 25 | +50,660 | 45.99% | Q4 2025 | Feb 17, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 149,407 | 2,203 | 0.0% | 0.0% | 26 | +90,506 | 153.66% | Q4 2025 | Feb 12, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 134,589 | 1,985 | 0.0% | 0.01% | 27 | -115,913 | -46.27% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 128,047 | 1,888 | 0.04% | 0.08% | 28 | -81,128 | -38.78% | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 125,066 | 1,844 | 0.01% | — | 29 | +125,066 | New | Q4 2025 | Feb 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 120,081 | 1,768 | 0.0% | 0.0% | 30 | +6,972 | 6.16% | Q4 2025 | Feb 10, 2026 |
| Bastion Asset Management Inc. | History | New | 121,285 | 1,767 | 0.98% | — | 31 | +121,285 | New | Q4 2025 | Feb 06, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 97,390 | 1,436 | 0.0% | 0.0% | 32 | -4,053 | -4.0% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 83,265 | 1,228 | 0.0% | 0.0% | 33 | -6,316 | -7.05% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 82,612 | 1,218 | 0.0% | 0.0% | 34 | +66,012 | 397.66% | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | Added to | 76,547 | 1,129 | 0.02% | 0.01% | 35 | +7,483 | 10.83% | Q4 2025 | Feb 18, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 76,282 | 1,125 | 0.07% | 0.1% | 36 | -6,050 | -7.35% | Q4 2025 | Apr 02, 2026 |
| Invesco Ltd. | History | Added to | 73,880 | 1,089 | 0.0% | 0.0% | 37 | +18,027 | 32.28% | Q4 2025 | Feb 19, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 63,210 | 932 | 0.0% | — | 38 | +63,210 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 61,767 | 911 | 0.0% | 0.0% | 39 | +26,046 | 72.92% | Q4 2025 | Feb 17, 2026 |
| Atom Investors LP | History | New | 53,834 | 794 | 0.06% | — | 40 | +53,834 | New | Q4 2025 | Feb 17, 2026 |
| Jefferies Financial Group Inc. | History | New | 51,900 | 765 | 0.0% | — | 41 | +51,900 | New | Q4 2025 | Feb 09, 2026 |
| IMC-Chicago, LLC | History | New | 51,200 | 755 | 0.0% | — | 42 | +51,200 | New | Q4 2025 | Jan 29, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 51,036 | 752 | 0.0% | 0.0% | 43 | -216,725 | -80.94% | Q4 2025 | Feb 10, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 49,759 | 733 | 0.0% | 0.0% | 44 | +36,094 | 264.13% | Q4 2025 | Feb 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 41,769 | 616 | 0.0% | — | 45 | +41,769 | New | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 41,197 | 607 | 0.0% | 0.0% | 47 | +15,114 | 57.95% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 41,186 | 607 | 0.0% | 0.0% | 46 | +2,165 | 5.55% | Q4 2025 | Feb 13, 2026 |
| Divisadero Street Capital Management, LP | History | No change | 38,115 | 562 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Lotus Technology Management, LP | History | New | 36,831 | 543 | 0.3% | — | 49 | +36,831 | New | Q4 2025 | Feb 17, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Added to | 35,601 | 525 | 0.01% | 0.01% | 50 | +151 | 0.43% | Q4 2025 | Feb 02, 2026 |
| PEAK6 LLC | History | Reduced | 35,006 | 516 | 0.0% | 0.0% | 51 | -23,388 | -40.05% | Q4 2025 | Mar 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 33,634 | 496 | 0.04% | 0.03% | 52 | +10,808 | 47.35% | Q4 2025 | Feb 06, 2026 |
| Quantbot Technologies LP | History | Added to | 33,562 | 495 | 0.02% | 0.01% | 53 | +18,850 | 128.13% | Q4 2025 | Feb 10, 2026 |
| Jump Financial, LLC | History | New | 31,461 | 464 | 0.01% | — | 54 | +31,461 | New | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 30,533 | 450 | 0.0% | 0.0% | 55 | -62,600 | -67.22% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 29,321 | 432 | 0.0% | 0.0% | 56 | -6,390 | -17.89% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 28,576 | 421 | 0.0% | 0.0% | 57 | +1,999 | 7.52% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 28,570 | 421 | 0.0% | 0.0% | 58 | +1,070 | 3.89% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 28,397 | 418 | 0.0% | 0.0% | 59 | +733 | 2.65% | Q4 2025 | Feb 11, 2026 |
| Squarepoint Ops LLC | History | New | 25,471 | 375 | 0.0% | — | 60 | +25,471 | New | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | No change | 24,743 | 364 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 21,640 | 318 | 0.0% | 0.0% | 62 | +20,640 | 2064.0% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 21,517 | 317 | 0.0% | 0.0% | 63 | +12,824 | 147.52% | Q4 2025 | Feb 17, 2026 |
| Jain Global LLC | History | New | 20,103 | 296 | 0.0% | — | 64 | +20,103 | New | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 19,716 | 290 | 0.0% | 0.0% | 65 | -3,250 | -14.15% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 17,247 | 254 | 0.0% | 0.0% | 66 | +12,147 | 238.18% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 15,937 | 235 | 0.0% | 0.0% | 67 | +5,755 | 56.52% | Q4 2025 | Feb 13, 2026 |
| FMA Wealth Management, LLC | History | Reduced | 1,000 | 230 | 0.15% | 0.14% | 68 | -108 | -9.75% | Q4 2025 | Jan 13, 2026 |
| Grandeur Peak Global Advisors, LLC | History | No change | 14,140 | 208 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 13,448 | 198 | 0.0% | — | 70 | +13,448 | New | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 12,520 | 185 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Walleye Capital LLC | History | Added to | 12,001 | 177 | 0.0% | 0.0% | 72 | +401 | 3.46% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | New | 11,693 | 172 | 0.0% | — | 73 | +11,693 | New | Q4 2025 | Feb 17, 2026 |
| Verition Fund Management LLC | History | Reduced | 11,600 | 171 | 0.0% | 0.0% | 74 | -610 | -5.0% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | New | 10,860 | 160 | 0.0% | — | 75 | +10,860 | New | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 10,810 | 159 | 0.0% | 0.0% | 76 | -6,100 | -36.07% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | New | 10,550 | 155 | 0.01% | — | 77 | +10,550 | New | Q4 2025 | Jan 26, 2026 |
| Walleye Trading LLC | History | New | 10,200 | 150 | 0.0% | — | 78 | +10,200 | New | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | New | 10,112 | 149 | 0.0% | — | 79 | +10,112 | New | Q4 2025 | Feb 17, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 7,661 | 113 | 0.0% | 0.0% | 80 | -1,338 | -14.87% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 6,208 | 91 | 0.0% | 0.0% | 81 | -218 | -3.39% | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,722 | 84 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,382 | 79 | 0.0% | 0.0% | 83 | -176 | -3.17% | Q4 2025 | Feb 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,151 | 61 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | Reduced | 3,869 | 57 | 0.0% | 0.0% | 85 | -4,765 | -55.19% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,881 | 42 | 0.0% | 0.0% | 86 | -962 | -25.03% | Q4 2025 | Feb 10, 2026 |
| Legal & General Group Plc | History | No change | 1,357 | 20 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,384 | 20 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Reduced | 1,052 | 15 | 0.0% | 0.01% | 89 | -4,305 | -80.36% | Q4 2025 | Feb 11, 2026 |
| AlphaQuest LLC | History | Reduced | 836 | 12 | 0.0% | 0.02% | 91 | -16,002 | -95.04% | Q4 2025 | Feb 09, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 819 | 12 | 0.0% | 0.0% | 90 | -211 | -20.49% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 746 | 11 | 0.0% | 0.0% | 92 | -19 | -2.48% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 494 | 8 | 0.0% | — | 93 | +494 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | New | 419 | 6 | 0.0% | — | 95 | +419 | New | Q4 2025 | Jan 23, 2026 |
| AMALGAMATED BANK | History | Reduced | 418 | 6 | 0.0% | 0.0% | 94 | -70 | -14.34% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Reduced | 366 | 5 | 0.0% | 0.0% | 96 | -246 | -40.2% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 398 | 5 | 0.0% | 0.0% | 97 | +34 | 9.34% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 319 | 4 | 0.0% | 0.0% | 98 | -346 | -52.03% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 283 | 4 | 0.0% | 0.0% | 99 | +34 | 13.65% | Q4 2025 | Jan 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 209 | 3 | 0.0% | — | 100 | +209 | New | Q4 2025 | Feb 03, 2026 |
| YANKCOM Partnership | History | New | 200 | 2 | 0.0% | — | 102 | +200 | New | Q4 2025 | Jan 20, 2026 |
| TRUST CO OF VERMONT | History | No change | 161 | 2 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CWM, LLC | History | Reduced | 95 | 1 | 0.0% | 0.0% | 104 | -228 | -70.59% | Q4 2025 | Jan 26, 2026 |
| Optiver Holding B.V. | History | Reduced | 128 | 1 | 0.0% | 0.0% | 106 | -86 | -40.19% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Added to | 84 | 1 | 0.0% | — | 105 | +39 | 86.67% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 100 | 1 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kanen Wealth Management LLC | History | Closed out | 0 | 0 | — | 1.35% | — | -241,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hodges Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -108,900 | -100.0% | Q3 2025 | Nov 07, 2025 |
| TECTONIC ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -44,959 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -21,898 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -16,759 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,805 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,000 | -100.0% | Q3 2025 | Nov 07, 2025 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,000 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Versant Capital Management, Inc | History | Reduced | 14 | 0 | — | 0.0% | — | -452 | -97.0% | Q4 2025 | Jan 08, 2026 |
| Bare Financial Services, Inc | History | New | 43 | 0 | — | — | — | +43 | New | Q4 2025 | Feb 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 42 | 0 | — | — | — | +42 | New | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -42 | -100.0% | Q3 2025 | Nov 10, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 55 | 0 | — | — | — | +40 | 266.67% | Q4 2025 | Feb 10, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -36 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -32 | -100.0% | Q3 2025 | Oct 17, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 32 | 0 | — | 0.0% | — | -31 | -49.21% | Q4 2025 | Jan 15, 2026 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q3 2025 | Oct 30, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 34 | 0 | — | — | — | +25 | 277.78% | Q4 2025 | Feb 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 22 | 0 | — | — | — | +22 | New | Q4 2025 | Mar 03, 2026 |
| Sunrise Financial Services, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Feb 13, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Reduced | 5 | 0 | — | — | — | -4 | -44.44% | Q4 2025 | Jan 08, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 21, 2026 |
| FIFTH THIRD BANCORP | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Avion Wealth | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SBI Securities Co., Ltd. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |