SHOE CARNIVAL INC - SCVL

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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 No change 1,955,955 29,006 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 1,498,229 19,162 0.0% 0.0% 2 -27,121 -1.78% Q3 2026 Nov 04, 2026
LSV ASSET MANAGEMENT History No change 806,818 11,965 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 06, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 788,626 11,695 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 763,229 11,318 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 730,310 10,830 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 12, 2026
NEW SOUTH CAPITAL MANAGEMENT INC History No change 717,149 10,635 0.47% 0.47% 7 0 0.0% Q2 2026 Aug 10, 2026
GOLDMAN SACHS GROUP INC History No change 642,119 9,522 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 635,922 9,430 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 13, 2026
ROYCE & ASSOCIATES LP History No change 549,815 8,153 0.07% 0.07% 10 0 0.0% Q2 2026 Aug 14, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History No change 497,734 7,381 0.03% 0.03% 11 0 0.0% Q2 2026 Aug 14, 2026
Nokomis Capital, L.L.C. History No change 496,612 7,364 2.54% 2.54% 12 0 0.0% Q2 2026 Aug 21, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 490,419 7,274 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 453,177 6,720 0.0% 0.0% 14 0 0.0% Q2 2026 Sep 02, 2026
Creative Planning History Added to 521,961 6,675 0.0% 0.0% 15 +260,736 99.81% Q3 2026 Nov 02, 2026
AQR CAPITAL MANAGEMENT LLC History No change 441,607 6,549 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 429,767 6,373 0.0% 0.0% 17 0 0.0% Q2 2026 Sep 22, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 421,614 6,252 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 411,558 6,096 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 367,803 5,693 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 12, 2026
Pacific Ridge Capital Partners, LLC History No change 368,360 5,462 0.99% 0.99% 21 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 339,175 5,029 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 251,106 3,723 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 17, 2026
UBS Group AG History No change 250,546 3,715 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 241,635 3,583 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 206,457 3,061 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 205,611 3,049 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History No change 184,024 2,729 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 177,947 2,638 0.05% 0.05% 29 0 0.0% Q2 2026 Aug 14, 2026
CSM Advisors, LLC History No change 174,220 2,584 0.06% 0.06% 30 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 159,211 2,388 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 06, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 145,463 2,157 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 06, 2026
GABELLI FUNDS LLC History No change 139,636 2,070 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 12, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 155,797 1,992 0.01% 0.01% 34 +22,364 16.76% Q3 2026 Oct 28, 2026
Pacer Advisors, Inc. History No change 127,328 1,888 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 13, 2026
Peapod Lane Capital LLC History New 142,413 1,821 1.36% — 36 +142,413 New Q3 2026 Oct 22, 2026
VANGUARD FIDUCIARY TRUST CO History No change 119,879 1,777 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 13, 2026
Tweedy, Browne Co LLC History Added to 135,277 1,730 0.14% 0.13% 38 +18,514 15.86% Q3 2026 Nov 04, 2026
North Star Investment Management Corp. History Added to 135,000 1,726 0.09% 0.09% 39 +24,925 22.64% Q3 2026 Oct 27, 2026
Empowered Funds, LLC History No change 113,428 1,682 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 14, 2026
Jump Financial, LLC History No change 91,557 1,357 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 85,220 1,263 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 80,647 1,195 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 13, 2026
Schonfeld Strategic Advisors LLC History No change 78,264 1,160 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 76,805 1,139 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 75,636 1,121 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 12, 2026
Quinn Opportunity Partners LLC History No change 74,055 1,098 0.05% 0.05% 47 0 0.0% Q2 2026 Aug 14, 2026
DENALI ADVISORS LLC History No change 72,422 1,074 0.11% 0.11% 48 0 0.0% Q2 2026 Aug 10, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 72,463 1,074 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 12, 2026
Invesco Ltd. History No change 68,007 1,008 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
PDT Partners, LLC History No change 67,254 997 0.05% 0.05% 51 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 65,364 969 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 14, 2026
CRAWFORD INVESTMENT COUNSEL INC History No change 63,513 941 0.02% 0.02% 53 0 0.0% Q2 2026 Aug 14, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 63,000 934 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 61,879 917 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 14, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 55,004 815 0.04% 0.04% 56 0 0.0% Q2 2026 Aug 13, 2026
HSBC HOLDINGS PLC History No change 53,939 803 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 52,816 783 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
ExodusPoint Capital Management, LP History No change 52,619 780 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Added to 60,277 770 0.0% 0.0% 60 +3,838 6.8% Q3 2026 Nov 05, 2026
Vanguard Global Advisers, LLC History No change 51,078 757 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 45,580 675 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 44,409 658 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 11, 2026
Quantinno Capital Management LP History No change 36,257 537 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 13, 2026
Swiss National Bank History No change 35,800 530 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 11, 2026
SG Americas Securities, LLC History No change 35,227 522 0.0% 0.0% 66 0 0.0% Q2 2026 Aug 07, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 34,116 505 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 33,193 492 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL FINANCIAL INC History No change 32,897 487 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 12, 2026
Mork Capital Management, LLC History No change 32,000 474 0.3% 0.3% 70 0 0.0% Q2 2026 Aug 14, 2026
ALLSTATE CORP History No change 30,591 453 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 30,493 452 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 25,390 395 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
AXQ CAPITAL, LP History No change 26,539 393 0.04% 0.04% 74 0 0.0% Q2 2026 Aug 06, 2026
Atom Investors LP History No change 26,262 389 0.03% 0.03% 75 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 26,022 385 0.0% 0.0% 76 0 0.0% Q2 2026 Jul 29, 2026
RHUMBLINE ADVISERS History No change 23,085 342 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 11, 2026
Cerity Partners LLC History No change 22,551 334 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
INCEPTIONR LLC History No change 22,249 329 0.08% 0.08% 79 0 0.0% Q2 2026 Aug 10, 2026
GAMCO INVESTORS, INC. ET AL History No change 20,514 304 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 12, 2026
IEQ CAPITAL, LLC History No change 20,455 303 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 11, 2026
Corient Private Wealth LP History No change 19,671 291 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 27, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 18,996 281 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 19, 2026
Potomac Capital Management, Inc. History No change 18,800 278 0.19% 0.19% 84 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 18,024 267 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 07, 2026
WELLS FARGO & COMPANY/MN History No change 17,504 259 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 16,981 251 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 24, 2026
CAXTON ASSOCIATES LLP History No change 16,939 251 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
Walleye Capital LLC History No change 16,503 244 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 03, 2026
Man Group plc History No change 15,813 234 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
Hodges Capital Management Inc. History No change 15,606 231 0.02% 0.02% 91 0 0.0% Q2 2026 Aug 03, 2026
Mariner, LLC History No change 15,311 227 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 15,162 225 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History Added to 16,766 214 0.0% 0.0% 94 +5,144 44.26% Q3 2026 Nov 04, 2026
ClearAlpha Technologies LP History No change 14,246 211 0.36% 0.36% 95 0 0.0% Q2 2026 Aug 14, 2026
Campbell & CO Investment Adviser LLC History No change 14,148 209 0.01% 0.01% 96 0 0.0% Q2 2026 Aug 03, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 15,853 207 0.0% 0.0% 97 +5,677 55.79% Q3 2026 Oct 13, 2026
Aquatic Capital Management LLC History No change 13,664 202 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 14, 2026
1492 Capital Management LLC History No change 12,744 188 0.06% 0.06% 99 0 0.0% Q2 2026 Aug 11, 2026
Graham Capital Management, L.P. History No change 11,037 163 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 10,647 157 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 10,247 151 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 13, 2026
BAILARD, INC. History New 10,300 131 0.0% — 103 +10,300 New Q3 2026 Oct 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 8,505 126 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 14, 2026
State of Wyoming History Added to 9,285 118 0.01% 0.01% 105 +5,160 125.09% Q3 2026 Oct 28, 2026
ROYAL BANK OF CANADA History No change 7,529 112 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 14, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 7,005 103 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 11, 2026
SIGNATUREFD, LLC History Added to 7,657 97 0.0% 0.0% 108 +5,303 225.28% Q3 2026 Oct 23, 2026
Copeland Capital Management, LLC History Added to 7,157 91 0.0% 0.0% 109 +3,469 94.06% Q3 2026 Oct 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 4,455 66 0.0% 0.0% 110 0 0.0% Q2 2026 Jul 23, 2026
SBI Securities Co., Ltd. History Added to 5,001 63 0.0% — 111 +5,000 500000.0% Q3 2026 Oct 21, 2026
Vanguard Investments Australia, Ltd. History No change 4,178 61 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 13, 2026
KLP KAPITALFORVALTNING AS History No change 3,800 56 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 12, 2026
Legal & General Group Plc History No change 3,745 55 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 3,040 38 0.0% 0.0% 115 +397 15.02% Q3 2026 Oct 20, 2026
Arax Advisory Partners History No change 2,594 38 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 10, 2026
Parallel Advisors, LLC History Added to 2,880 36 0.0% 0.0% 117 +2,769 2494.59% Q3 2026 Nov 03, 2026
HUNTINGTON NATIONAL BANK History No change 1,948 28 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Investment Partners, Inc. History No change 1,826 27 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 13, 2026
CANADA LIFE ASSURANCE Co History No change 1,781 26 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History Added to 1,931 24 0.0% 0.0% 121 +1,408 269.22% Q3 2026 Oct 08, 2026
Farther Finance Advisors, LLC History Added to 1,832 23 0.0% 0.0% 123 +1,412 336.19% Q3 2026 Oct 08, 2026
Tower Research Capital LLC (TRC) History No change 1,580 23 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 11, 2026
Fortitude Family Office, LLC History New 1,600 20 0.0% — 124 +1,600 New Q3 2026 Oct 14, 2026
Allworth Financial LP History No change 1,259 18 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 11, 2026
BFC Planning, Inc. History No change 800 11 0.0% 0.0% 126 0 0.0% Q2 2026 Oct 29, 2026
Covestor Ltd History Added to 786 10 0.01% 0.0% 127 +695 763.74% Q3 2026 Oct 30, 2026
US BANCORP \DE\ History Added to 688 8 0.0% 0.0% 128 +384 126.32% Q3 2026 Nov 05, 2026
OSAIC HOLDINGS, INC. History No change 489 7 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 451 6 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 06, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 400 5 0.0% 0.0% 131 0 0.0% Q2 2026 Oct 30, 2026
Versant Capital Management, Inc History Added to 361 4 0.0% 0.0% 135 +248 219.47% Q3 2026 Oct 01, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 333 4 0.0% 0.0% 132 -29 -8.01% Q3 2026 Oct 22, 2026
Sterling Capital Management LLC History Reduced 349 4 0.0% 0.0% 133 -23 -6.18% Q3 2026 Oct 22, 2026
EverSource Wealth Advisors, LLC History Reduced 329 4 0.0% 0.0% 134 -19 -5.46% Q3 2026 Nov 04, 2026
MassMutual Private Wealth & Trust, FSB History Added to 305 3 0.0% — 136 +289 1806.25% Q3 2026 Oct 05, 2026
Root Financial Partners, LLC History New 246 3 0.0% — 138 +246 New Q3 2026 Oct 21, 2026
Burk Holdings LLC History No change 250 3 0.0% 0.0% 137 0 0.0% Q3 2026 Nov 04, 2026
Larson Financial Group LLC History New 202 2 0.0% — 143 +202 New Q3 2026 Nov 05, 2026
Provenance Wealth Advisors, LLC History New 173 2 0.0% — 145 +173 New Q3 2026 Oct 30, 2026
GK Wealth Management LLC History New 165 2 0.0% — 144 +165 New Q3 2026 Oct 09, 2026
True Wealth Design, LLC History Reduced 206 2 0.0% 0.0% 140 -109 -34.6% Q3 2026 Oct 13, 2026
StrongBox Wealth, LLC History No change 200 2 0.0% 0.0% 139 0 0.0% Q3 2026 Nov 02, 2026
Synergy Investment Management, LLC History No change 166 2 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 14, 2026
Aventura Private Wealth, LLC History No change 199 2 0.0% 0.0% 142 0 0.0% Q2 2026 Jul 15, 2026
Essential Partners LLC History Reduced 133 1 0.0% 0.0% 151 -303 -69.5% Q3 2026 Oct 14, 2026
Parkside Financial Bank & Trust History New 117 1 0.0% — 152 +117 New Q3 2026 Oct 27, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 131 1 0.0% — 148 +87 197.73% Q3 2026 Oct 27, 2026
BESSEMER GROUP INC History No change 47 1 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 12, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 85 1 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 13, 2026
Optiver Holding B.V. History No change 108 1 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 12, 2026
AMERIFLEX GROUP, INC. History No change 97 1 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 13, 2026
ProShare Advisors LLC History Closed out 0 0 — 0.01% — -384,873 -100.0% Q3 2026 Oct 28, 2026
Jefferies Financial Group Inc. History Closed out 0 0 — 0.01% — -108,300 -100.0% Q3 2026 Nov 05, 2026
PINNACLE ASSOCIATES LTD History Closed out 0 0 — 0.01% — -53,658 -100.0% Q3 2026 Oct 20, 2026
SummerHaven Investment Management, LLC History Closed out 0 0 — 0.26% — -33,017 -100.0% Q3 2026 Oct 19, 2026
Pinnacle Wealth Management Advisory Group, LLC History Closed out 0 0 — 0.01% — -10,226 -100.0% Q3 2026 Oct 23, 2026
Salomon & Ludwin, LLC History Closed out 0 0 — 0.0% — -531 -100.0% Q3 2026 Oct 29, 2026
FIFTH THIRD BANCORP History Closed out 0 0 — 0.0% — -489 -100.0% Q3 2026 Nov 05, 2026
FIRST HORIZON CORP History Closed out 0 0 — 0.0% — -185 -100.0% Q3 2026 Oct 26, 2026
WPG Advisers, LLC History Reduced 9 0 — 0.0% — -75 -89.29% Q3 2026 Oct 27, 2026
Physician Wealth Advisors, Inc. History New 70 0 — — — +70 New Q3 2026 Oct 20, 2026
Cedar Mountain Advisors, LLC History Closed out 0 0 — — — -65 -100.0% Q3 2026 Oct 15, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — — — -39 -100.0% Q3 2026 Oct 07, 2026
Avion Wealth History Closed out 0 0 — — — -33 -100.0% Q3 2026 Nov 03, 2026
Bare Financial Services, Inc History Closed out 0 0 — — — -32 -100.0% Q3 2026 Nov 04, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 — — — -10 -100.0% Q3 2026 Nov 04, 2026
SJS Investment Consulting Inc. History Added to 59 0 — — — +7 13.46% Q3 2026 Oct 26, 2026
IFP Advisors, Inc History Closed out 0 0 — — — -6 -100.0% Q3 2026 Oct 16, 2026
GILPIN WEALTH MANAGEMENT, LLC History Closed out 0 0 — — — -5 -100.0% Q3 2026 Oct 09, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — — — -2 -100.0% Q3 2026 Oct 16, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 39 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 41 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History No change 20 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Quarry LP History No change 16 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Smartleaf Asset Management LLC History No change 18 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
MidFirst Bank History No change 47 0 — — — 0 0.0% Q2 2026 Aug 07, 2026