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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Anson Funds Management LP | History | Reduced | 1,183,986 | 17,487 | 1.53% | 1.9% | 1 | -186,679 | -13.62% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 1,044,731 | 15,430 | 0.0% | 0.0% | 2 | +521 | 0.05% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 1,042,581 | 15,398 | 0.0% | 0.0% | 3 | -5,142 | -0.49% | Q1 2026 | May 13, 2026 |
| Senvest Management, LLC | History | Added to | 1,025,393 | 15,145 | 0.5% | 0.34% | 4 | +275,252 | 36.69% | Q1 2026 | May 14, 2026 |
| Hood River Capital Management LLC | History | Reduced | 970,897 | 14,340 | 0.14% | 0.16% | 5 | -16,847 | -1.71% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 818,085 | 12,066 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 762,838 | 11,267 | 0.01% | 0.01% | 7 | -17,798 | -2.28% | Q1 2026 | May 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 597,667 | 8,827 | 0.0% | — | 8 | +597,667 | New | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 587,699 | 8,679 | 0.0% | 0.0% | 9 | -88,758 | -13.12% | Q1 2026 | May 07, 2026 |
| Kanen Wealth Management LLC | History | New | 545,963 | 8,063 | 2.9% | — | 10 | +545,963 | New | Q1 2026 | May 15, 2026 |
| AWM Investment Company, Inc. | History | No change | 500,002 | 7,385 | 0.82% | 0.71% | 11 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Invenomic Capital Management LP | History | Added to | 466,748 | 6,893 | 0.32% | 0.25% | 12 | +104,041 | 28.68% | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 405,011 | 5,982 | 0.02% | 0.0% | 13 | +270,422 | 200.92% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 404,926 | 5,980 | 0.0% | 0.0% | 14 | +77,449 | 23.65% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 367,649 | 5,430 | 0.0% | 0.0% | 15 | -34,812 | -8.65% | Q1 2026 | May 15, 2026 |
| Bastion Asset Management Inc. | History | Added to | 356,097 | 5,290 | 1.61% | 0.98% | 16 | +234,812 | 193.6% | Q1 2026 | May 05, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 337,733 | 4,989 | 0.0% | 0.0% | 17 | +10,933 | 3.35% | Q1 2026 | May 15, 2026 |
| Skylands Capital, LLC | History | Added to | 332,947 | 4,917 | 0.64% | 0.58% | 18 | +41,550 | 14.26% | Q1 2026 | Apr 22, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 321,222 | 4,744 | 0.0% | 0.0% | 19 | +237,957 | 285.78% | Q1 2026 | May 12, 2026 |
| STATE STREET CORP | History | Added to | 299,558 | 4,424 | 0.0% | 0.0% | 20 | +3,426 | 1.16% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 275,239 | 4,065 | 0.01% | 0.01% | 21 | -28,044 | -9.25% | Q1 2026 | May 04, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 251,440 | 3,713 | 0.93% | 0.91% | 22 | +9,908 | 4.1% | Q1 2026 | May 05, 2026 |
| ISTHMUS PARTNERS, LLC | History | Added to | 240,186 | 3,547 | 0.37% | 0.38% | 23 | +5,884 | 2.51% | Q1 2026 | Apr 29, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 210,597 | 3,110 | 0.0% | 0.0% | 24 | +49,793 | 30.97% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | New | 195,302 | 2,884 | 0.0% | — | 25 | +195,302 | New | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 161,973 | 2,392 | 0.0% | 0.0% | 26 | +79,361 | 96.06% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 160,398 | 2,369 | 0.0% | 0.0% | 27 | -127,126 | -44.21% | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 149,407 | 2,206 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 135,343 | 1,999 | 0.0% | 0.0% | 29 | -112,561 | -45.41% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 129,427 | 1,911 | 0.0% | — | 30 | +129,427 | New | Q1 2026 | May 08, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 118,694 | 1,753 | 0.04% | 0.04% | 31 | -9,353 | -7.3% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 99,738 | 1,473 | 0.0% | 0.0% | 32 | +2,348 | 2.41% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 90,137 | 1,331 | 0.0% | — | 33 | +90,137 | New | Q1 2026 | May 08, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 88,100 | 1,301 | 0.0% | 0.0% | 34 | +38,341 | 77.05% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Added to | 83,771 | 1,237 | 0.0% | 0.0% | 35 | +9,891 | 13.39% | Q1 2026 | May 12, 2026 |
| Empowered Funds, LLC | History | Added to | 83,794 | 1,237 | 0.01% | 0.02% | 36 | +7,247 | 9.47% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 82,147 | 1,213 | 0.0% | 0.0% | 37 | -147,496 | -64.23% | Q1 2026 | May 05, 2026 |
| 1492 Capital Management LLC | History | New | 81,629 | 1,205 | 0.46% | — | 38 | +81,629 | New | Q1 2026 | Apr 22, 2026 |
| Soltis Investment Advisors LLC | History | No change | 76,282 | 1,126 | 0.07% | 0.07% | 39 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 75,700 | 1,118 | 0.0% | 0.0% | 41 | +58,453 | 338.92% | Q1 2026 | May 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 75,710 | 1,118 | 0.0% | 0.0% | 40 | +12,500 | 19.78% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Added to | 68,600 | 1,013 | 0.0% | 0.0% | 42 | +17,400 | 33.98% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 51,393 | 759 | 0.0% | 0.0% | 43 | +357 | 0.7% | Q1 2026 | May 05, 2026 |
| Walleye Capital LLC | History | Added to | 50,900 | 751 | 0.0% | 0.0% | 44 | +38,899 | 324.13% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 50,406 | 744 | 0.0% | 0.0% | 45 | +38,713 | 331.08% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 46,910 | 692 | 0.0% | 0.0% | 46 | +5,724 | 13.9% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 45,500 | 672 | 0.0% | 0.0% | 47 | -6,400 | -12.33% | Q1 2026 | May 07, 2026 |
| Divisadero Street Capital Management, LP | History | No change | 38,115 | 562 | 0.02% | 0.03% | 48 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 37,152 | 548 | 0.0% | 0.0% | 49 | -149,434 | -80.09% | Q1 2026 | May 15, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 35,065 | 517 | 0.22% | — | 50 | +35,065 | New | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Reduced | 34,972 | 516 | 0.0% | 0.0% | 51 | -34 | -0.1% | Q1 2026 | May 13, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 34,437 | 508 | 0.01% | 0.01% | 52 | -1,164 | -3.27% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 33,943 | 501 | 0.0% | 0.0% | 53 | -7,254 | -17.61% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 32,676 | 482 | 0.0% | 0.0% | 54 | +7,933 | 32.06% | Q1 2026 | Apr 30, 2026 |
| Walleye Trading LLC | History | Added to | 32,628 | 481 | 0.0% | 0.0% | 55 | +22,428 | 219.88% | Q1 2026 | May 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 28,904 | 426 | 0.0% | 0.0% | 56 | -417 | -1.42% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 28,570 | 421 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 27,440 | 404 | 0.0% | 0.0% | 58 | -92,641 | -77.15% | Q1 2026 | May 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 23,449 | 346 | 0.06% | — | 59 | +23,449 | New | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 21,129 | 311 | 0.0% | 0.0% | 60 | -511 | -2.36% | Q1 2026 | May 14, 2026 |
| Atom Investors LP | History | Reduced | 20,268 | 299 | 0.02% | 0.06% | 61 | -33,566 | -62.35% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 19,639 | 290 | 0.0% | 0.0% | 62 | -77 | -0.39% | Q1 2026 | May 12, 2026 |
| Boston Partners | History | New | 16,873 | 249 | 0.0% | — | 63 | +16,873 | New | Q1 2026 | May 11, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 15,476 | 228 | 0.02% | — | 64 | +15,476 | New | Q1 2026 | May 15, 2026 |
| Man Group plc | History | New | 15,182 | 224 | 0.0% | — | 65 | +15,182 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 15,125 | 223 | 0.0% | 0.0% | 66 | -15,408 | -50.46% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 14,805 | 219 | 0.0% | 0.0% | 67 | +2,285 | 18.25% | Q1 2026 | May 15, 2026 |
| Grandeur Peak Global Advisors, LLC | History | No change | 14,140 | 208 | 0.05% | 0.03% | 68 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FMA Wealth Management, LLC | History | No change | 1,000 | 208 | 0.14% | 0.15% | 69 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 13,035 | 192 | 0.0% | 0.0% | 70 | -15,362 | -54.1% | Q1 2026 | May 06, 2026 |
| Centiva Capital, LP | History | New | 12,396 | 183 | 0.0% | — | 71 | +12,396 | New | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | Added to | 10,850 | 160 | 0.01% | 0.01% | 72 | +300 | 2.84% | Q1 2026 | Apr 27, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 10,810 | 159 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 10,667 | 157 | 0.0% | 0.0% | 74 | -17,909 | -62.67% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | New | 10,092 | 149 | 0.0% | — | 75 | +10,092 | New | Q1 2026 | May 05, 2026 |
| Quantbot Technologies LP | History | Reduced | 8,070 | 119 | 0.0% | 0.02% | 76 | -25,492 | -75.95% | Q1 2026 | May 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 6,344 | 93 | 0.0% | 0.0% | 77 | +136 | 2.19% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,153 | 90 | 0.0% | 0.0% | 78 | -9,784 | -61.39% | Q1 2026 | May 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,722 | 84 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Vanguard Global Advisers, LLC | History | New | 5,267 | 77 | 0.0% | — | 80 | +5,267 | New | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 5,413 | 75 | 0.0% | 0.0% | 81 | +31 | 0.58% | Q1 2026 | May 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,151 | 61 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,866 | 42 | 0.0% | 0.0% | 83 | -15 | -0.52% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 2,654 | 39 | 0.0% | 0.0% | 84 | -18,863 | -87.67% | Q1 2026 | May 08, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,324 | 34 | 0.0% | — | 85 | +2,310 | 16500.0% | Q1 2026 | Apr 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,608 | 23 | 0.0% | — | 86 | +1,566 | 3728.57% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,384 | 20 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 1,196 | 17 | 0.0% | 0.0% | 88 | -161 | -11.86% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | Added to | 1,139 | 16 | 0.0% | 0.0% | 89 | +856 | 302.47% | Q1 2026 | Apr 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 944 | 13 | 0.0% | 0.0% | 90 | +198 | 26.54% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 836 | 12 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CITIGROUP INC | History | Added to | 732 | 10 | 0.0% | 0.0% | 92 | +366 | 100.0% | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 720 | 10 | 0.0% | 0.0% | 93 | -99 | -12.09% | Q1 2026 | May 15, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 325 | 4 | 0.0% | — | 94 | +325 | New | Q1 2026 | May 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 219 | 3 | 0.0% | 0.0% | 95 | -179 | -44.97% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | Added to | 231 | 3 | 0.0% | 0.0% | 96 | +136 | 143.16% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 169 | 2 | 0.0% | 0.0% | 99 | -250 | -59.67% | Q1 2026 | Apr 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 185 | 2 | 0.0% | — | 97 | +151 | 444.12% | Q1 2026 | May 08, 2026 |
| TRUST CO OF VERMONT | History | No change | 161 | 2 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| YANKCOM Partnership | History | No change | 200 | 2 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -278,863 | -100.0% | Q1 2026 | May 15, 2026 |
| 4D Advisors, LLC | History | Closed out | 0 | 0 | — | 1.62% | — | -200,000 | -100.0% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -125,066 | -100.0% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -61,767 | -100.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -41,769 | -100.0% | Q1 2026 | May 15, 2026 |
| Lotus Technology Management, LP | History | Closed out | 0 | 0 | — | 0.3% | — | -36,831 | -100.0% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.04% | — | -33,634 | -100.0% | Q1 2026 | May 08, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -31,461 | -100.0% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,471 | -100.0% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,103 | -100.0% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,448 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,600 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,860 | -100.0% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -10,112 | -100.0% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,661 | -100.0% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,869 | -100.0% | Q1 2026 | May 15, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,052 | -100.0% | Q1 2026 | May 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 9 | 0 | — | 0.0% | — | -485 | -98.18% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -418 | -100.0% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 17 | 0 | — | 0.0% | — | -302 | -94.67% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -209 | -100.0% | Q1 2026 | May 01, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Reduced | 40 | 0 | — | 0.0% | — | -88 | -68.75% | Q1 2026 | Jun 02, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q1 2026 | May 13, 2026 |
| Fortitude Family Office, LLC | History | New | 47 | 0 | — | — | — | +47 | New | Q1 2026 | Apr 15, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -43 | -100.0% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -32 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q1 2026 | May 11, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Added to | 16 | 0 | — | — | — | +11 | 220.0% | Q1 2026 | Apr 13, 2026 |
| Advisory Services Network, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 50 | 0 | — | — | — | -5 | -9.09% | Q1 2026 | May 07, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 12 | 0 | — | — | — | +1 | 9.09% | Q1 2026 | Apr 27, 2026 |
| Capital Advisors, Ltd. LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 16, 2026 |
| FIFTH THIRD BANCORP | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Avion Wealth | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sunrise Financial Services, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |