Savers Value Village, Inc. - SVV

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 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
ARES MANAGEMENT LLC History No change 117,449,188 1,185,062 51.65% 57.59% 1 0 0.0% Q2 2026 Aug 14, 2026
BAILLIE GIFFORD & CO History Reduced 8,610,914 86,884 0.08% 0.07% 2 -50,803 -0.59% Q2 2026 Aug 06, 2026
T. Rowe Price Investment Management, Inc. History Reduced 7,394,891 74,615 0.05% 0.05% 3 -1,783,653 -19.43% Q2 2026 Aug 14, 2026
Capital Research Global Investors History Added to 3,518,095 35,497 0.0% 0.0% 4 +1,747,269 98.67% Q2 2026 Aug 12, 2026
BlackRock, Inc. History Added to 2,821,614 28,470 0.0% 0.0% 5 +58,051 2.1% Q2 2026 Aug 07, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,260,506 22,805 0.0% 0.0% 6 +395,958 21.24% Q2 2026 Aug 11, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Added to 1,848,535 18,651 0.0% 0.0% 7 +11,332 0.62% Q2 2026 Aug 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 1,698,192 17,134 0.01% 0.01% 8 -47,348 -2.71% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Reduced 1,680,026 16,951 0.0% 0.0% 9 -6,251 -0.37% Q2 2026 Aug 13, 2026
Archon Capital Management LLC History Added to 1,511,470 15,250 6.19% 5.45% 10 +214,287 16.52% Q2 2026 Aug 14, 2026
STATE STREET CORP History Reduced 1,155,812 11,662 0.0% 0.0% 11 -13,236 -1.13% Q2 2026 Aug 07, 2026
Qube Research & Technologies Ltd History Reduced 1,030,711 10,399 0.01% 0.01% 12 -675,586 -39.59% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 957,124 9,657 0.0% 0.0% 13 +650,428 212.08% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 944,804 9,534 0.0% 0.0% 14 +29,510 3.22% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History Added to 769,997 7,769 0.0% 0.0% 15 +59,332 8.35% Q2 2026 Aug 14, 2026
PRIMECAP MANAGEMENT CO/CA/ History Added to 748,225 7,549 0.0% 0.0% 16 +56,400 8.15% Q2 2026 Aug 14, 2026
UBS Group AG History Added to 710,522 7,169 0.0% 0.0% 17 +380,033 114.99% Q2 2026 Aug 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 641,020 6,467 0.01% 0.01% 18 +33,395 5.5% Q2 2026 Aug 06, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 638,480 6,442 0.01% 0.01% 19 -405,784 -38.86% Q2 2026 Aug 13, 2026
Meros Investment Management, LP History Added to 527,422 5,321 1.69% 0.5% 20 +372,606 240.68% Q2 2026 Aug 14, 2026
MORGAN STANLEY History Reduced 442,433 4,464 0.0% 0.0% 21 -299,219 -40.34% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 404,657 4,082 0.0% 0.0% 22 -42,334 -9.47% Q2 2026 Aug 14, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. History Added to 402,100 4,057 0.26% 0.16% 23 +69,199 20.79% Q2 2026 Aug 11, 2026
Militia Capital Management LLC History Added to 400,000 4,036 0.12% 0.65% 24 +15,843 4.12% Q2 2026 Aug 12, 2026
NORTHERN TRUST CORP History Added to 367,806 3,711 0.0% 0.0% 25 +17,449 4.98% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 293,207 2,958 0.0% 0.0% 26 -19,232 -6.16% Q2 2026 Aug 14, 2026
FMR LLC History Reduced 272,774 2,752 0.0% 0.0% 27 -654,403 -70.58% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History Added to 268,726 2,711 0.0% 0.0% 28 +11,032 4.28% Q2 2026 Aug 13, 2026
EFG International AG History Added to 263,554 2,657 0.05% 0.02% 29 +111,073 72.84% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 255,091 2,573 0.0% 0.0% 30 +90,973 55.43% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History Reduced 218,921 2,208 0.0% 0.0% 31 -265,941 -54.85% Q2 2026 Aug 13, 2026
Danica Pension, Livsforsikringsaktieselskab History Added to 196,798 1,985 0.03% 0.02% 32 +67,100 51.74% Q2 2026 Aug 10, 2026
Quantinno Capital Management LP History Added to 194,881 1,966 0.0% 0.0% 33 +44,186 29.32% Q2 2026 Aug 13, 2026
TD ASSET MANAGEMENT INC History Reduced 192,470 1,942 0.0% 0.0% 34 -13,810 -6.69% Q2 2026 Aug 04, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC History New 191,190 1,929 0.01% 35 +191,190 New Q2 2026 Aug 14, 2026
HOMESTEAD ADVISERS CORP History No change 187,106 1,887 0.05% 0.04% 36 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History Reduced 158,512 1,599 0.0% 0.0% 37 -328,710 -67.47% Q2 2026 Aug 14, 2026
Susquehanna Portfolio Strategies, LLC History New 157,586 1,590 0.03% 38 +157,586 New Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Added to 144,861 1,461 0.0% 0.0% 39 +6,356 4.59% Q2 2026 Aug 06, 2026
CITADEL ADVISORS LLC History Added to 139,494 1,407 0.0% 0.0% 40 +103,035 282.61% Q2 2026 Sep 02, 2026
Squarepoint Ops LLC History Added to 136,665 1,378 0.0% 0.0% 41 +2,900 2.17% Q2 2026 Aug 14, 2026
Nuveen, LLC History Added to 126,015 1,271 0.0% 0.0% 42 +9,379 8.04% Q2 2026 Aug 11, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 110,600 1,115 0.0% 0.0% 43 -8,444 -7.09% Q2 2026 Aug 07, 2026
IEQ CAPITAL, LLC History Added to 98,075 989 0.0% 0.0% 44 +86,554 751.27% Q2 2026 Aug 11, 2026
Corient Private Wealth LP History Added to 87,216 880 0.0% 0.0% 45 +24,873 39.9% Q2 2026 Aug 27, 2026
Invesco Ltd. History Added to 79,450 801 0.0% 0.0% 46 +7,687 10.71% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 75,200 758 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 11, 2026
Mariner, LLC History Added to 69,665 702 0.0% 0.0% 48 +10,208 17.17% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History Added to 69,313 699 0.0% 0.0% 49 +63,088 1013.46% Q2 2026 Aug 06, 2026
AMERICAN CENTURY COMPANIES INC History Added to 65,461 660 0.0% 0.0% 50 +4,449 7.29% Q2 2026 Aug 12, 2026
RHUMBLINE ADVISERS History Added to 54,385 548 0.0% 0.0% 51 +1,277 2.4% Q2 2026 Aug 11, 2026
Engineers Gate Manager LP History Reduced 54,075 545 0.01% 0.01% 52 -23,572 -30.36% Q2 2026 Aug 14, 2026
Quent Capital, LLC History No change 50,000 504 0.03% 0.03% 53 0 0.0% Q2 2026 Aug 07, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 49,518 499 0.0% 0.0% 54 -12,532 -20.2% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History Added to 58,820 437 0.0% 0.0% 55 +5,100 9.49% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 42,724 431 0.0% 0.0% 56 +21,142 97.96% Q2 2026 Aug 19, 2026
Brevan Howard Capital Management LP History Added to 41,323 416 0.0% 0.0% 57 +4,299 11.61% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Added to 39,529 398 0.0% 0.0% 58 +2,855 7.78% Q2 2026 Aug 24, 2026
Handelsbanken Fonder AB History Added to 38,700 390 0.0% 0.0% 59 +17,400 81.69% Q2 2026 Jul 10, 2026
FEDERATED HERMES, INC. History Added to 38,000 383 0.0% 0.0% 60 +6,000 18.75% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History Added to 36,594 369 0.0% 0.0% 61 +21,582 143.76% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History Added to 35,099 354 0.0% 0.0% 62 +1,959 5.91% Q2 2026 Aug 07, 2026
Dynamic Technology Lab Private Ltd History Reduced 33,841 341 0.08% 0.16% 63 -100,586 -74.83% Q2 2026 Aug 13, 2026
Legal & General Group Plc History Added to 33,484 337 0.0% 0.0% 64 +519 1.57% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History Reduced 33,050 333 0.0% 0.0% 65 -4,980 -13.09% Q2 2026 Aug 07, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 32,409 328 0.0% 0.0% 66 +1,300 4.18% Q2 2026 Aug 14, 2026
Lotus Technology Management, LP History New 31,883 321 0.39% 67 +31,883 New Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 32,488 317 0.0% 0.0% 68 +18,638 134.57% Q2 2026 Jul 15, 2026
WoodTrust Financial Corp History No change 31,000 313 0.04% 0.03% 69 0 0.0% Q2 2026 Jul 27, 2026
Cerity Partners LLC History New 30,893 311 0.0% 70 +30,893 New Q2 2026 Aug 14, 2026
Creative Planning History Added to 29,190 294 0.0% 0.0% 71 +16,956 138.6% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History Reduced 25,976 262 0.0% 0.0% 72 -93,955 -78.34% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History New 26,019 262 0.0% 73 +26,019 New Q2 2026 Aug 12, 2026
SALEM INVESTMENT COUNSELORS INC History No change 24,000 242 0.01% 0.01% 74 0 0.0% Q2 2026 Jul 14, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History New 23,955 241 0.0% 75 +23,955 New Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History Reduced 21,384 215 0.0% 0.0% 76 -309 -1.42% Q2 2026 Aug 13, 2026
Jump Financial, LLC History New 20,829 210 0.0% 77 +20,829 New Q2 2026 Aug 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 20,131 203 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 13, 2026
Rafferty Asset Management, LLC History Added to 19,055 192 0.0% 0.0% 79 +1,484 8.45% Q2 2026 Aug 14, 2026
CITIGROUP INC History Added to 18,987 191 0.0% 0.0% 80 +7,684 67.98% Q2 2026 Aug 03, 2026
Inscription Capital, LLC History Added to 18,962 191 0.02% 0.01% 81 +3,563 23.14% Q2 2026 Aug 13, 2026
Quadrature Capital Ltd History New 17,245 174 0.0% 83 +17,245 New Q2 2026 Aug 06, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 17,258 174 0.0% 0.0% 82 -1,000 -5.48% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History Added to 17,157 168 0.0% 0.0% 84 +27 0.16% Q2 2026 Aug 12, 2026
State of Wyoming History Reduced 16,618 167 0.02% 0.03% 85 -16,330 -49.56% Q2 2026 Aug 06, 2026
Vanguard Global Advisers, LLC History No change 16,263 164 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History Added to 15,654 157 0.0% 0.0% 87 +2,693 20.78% Q2 2026 Aug 11, 2026
Arax Advisory Partners History Added to 15,498 156 0.0% 0.0% 88 +14,902 2500.34% Q2 2026 Aug 10, 2026
ALLSTATE CORP History New 15,023 151 0.0% 89 +15,023 New Q2 2026 Aug 13, 2026
FOX RUN MANAGEMENT, L.L.C. History New 13,080 131 0.02% 90 +13,080 New Q2 2026 Aug 04, 2026
CAPTRUST FINANCIAL ADVISORS History New 12,793 129 0.0% 91 +12,793 New Q2 2026 Aug 13, 2026
Jupiter Topco LLC History New 12,500 126 0.0% 92 +12,500 New Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 12,406 125 0.0% 0.0% 93 -122 -0.97% Q2 2026 Sep 09, 2026
Massar Capital Management, LP History New 12,361 124 0.01% 94 +12,361 New Q2 2026 Aug 14, 2026
Marex Group Ltd History No change 12,000 121 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 14, 2026
Blueshift Asset Management, LLC History Reduced 11,574 116 0.03% 0.09% 96 -26,267 -69.41% Q2 2026 Aug 14, 2026
Jain Global LLC History New 11,317 114 0.0% 97 +11,317 New Q2 2026 Aug 14, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Reduced 11,287 113 0.0% 0.0% 98 -4,390 -28.0% Q2 2026 Aug 14, 2026
Arizona State Retirement System History Reduced 10,268 103 0.0% 0.0% 99 -471 -4.39% Q2 2026 Aug 07, 2026
BLAIR WILLIAM & CO/IL History Added to 10,118 102 0.0% 0.0% 100 +83 0.83% Q2 2026 Aug 11, 2026
Police & Firemen's Retirement System of New Jersey History No change 9,994 100 0.0% 0.0% 101 0 0.0% Q2 2026 Jul 23, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 9,781 98 0.0% 0.0% 102 -9,569 -49.45% Q2 2026 Aug 11, 2026
JANUS HENDERSON GROUP PLC History No change 12,500 93 0.0% 0.0% 103 0 0.0% Q1 2026 May 18, 2026
Versant Capital Management, Inc History Added to 8,605 86 0.01% 0.01% 104 +342 4.14% Q2 2026 Jul 02, 2026
Vanguard Investments Australia, Ltd. History No change 8,521 85 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 13, 2026
CWM, LLC History No change 11,292 84 0.0% 0.0% 106 0 0.0% Q1 2026 May 14, 2026
KLP KAPITALFORVALTNING AS History No change 8,300 83 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 8,119 81 0.0% 0.0% 108 +5,600 222.31% Q2 2026 Jul 29, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 6,600 66 0.0% 0.0% 109 -99,008 -93.75% Q2 2026 Aug 13, 2026
BARCLAYS PLC History Reduced 5,575 56 0.0% 0.0% 110 -3,752 -40.23% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History Reduced 4,967 49 0.0% 0.0% 111 -6,266 -55.78% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 3,243 32 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History Added to 2,777 28 0.0% 0.0% 113 +2,181 365.94% Q2 2026 Jul 24, 2026
Allworth Financial LP History Added to 2,021 20 0.0% 0.0% 114 +893 79.17% Q2 2026 Aug 11, 2026
IFP Advisors, Inc History Added to 1,517 15 0.0% 0.0% 115 +1,367 911.33% Q2 2026 Jul 20, 2026
US BANCORP \DE\ History Added to 1,424 14 0.0% 0.0% 116 +77 5.72% Q2 2026 Aug 12, 2026
BNP Paribas Asset Management Holding S.A. History Added to 1,355 13 0.0% 0.0% 117 +50 3.83% Q2 2026 Aug 12, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 943 10 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 07, 2026
SUMMIT SECURITIES GROUP LLC History New 960 9 0.0% 120 +960 New Q2 2026 Aug 03, 2026
GAMMA Investing LLC History Added to 962 9 0.0% 0.0% 119 +129 15.49% Q2 2026 Jul 07, 2026
Farther Finance Advisors, LLC History Added to 878 8 0.0% 122 +817 1339.34% Q2 2026 Jul 17, 2026
OSAIC HOLDINGS, INC. History Reduced 862 8 0.0% 0.0% 121 -427 -33.13% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History Added to 614 6 0.0% 124 +593 2823.81% Q2 2026 Aug 05, 2026
Essential Partners LLC History Added to 606 6 0.0% 126 +526 657.5% Q2 2026 Aug 10, 2026
Aster Capital Management (DIFC) Ltd History Reduced 665 6 0.0% 0.0% 125 -396 -37.32% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 615 6 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History New 504 5 0.0% 127 +504 New Q2 2026 Aug 06, 2026
ROTHSCHILD INVESTMENT LLC History Added to 443 4 0.0% 128 +411 1284.38% Q2 2026 Aug 06, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 368 3 0.0% 129 +293 390.67% Q2 2026 Aug 14, 2026
McIlrath & Eck, LLC History No change 377 2 0.0% 0.0% 130 0 0.0% Q1 2026 May 19, 2026
TD Waterhouse Canada Inc. History No change 200 2 0.0% 0.0% 131 0 0.0% Q2 2026 Jul 27, 2026
Smartleaf Asset Management LLC History No change 272 2 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 12, 2026
Sterling Capital Management LLC History Reduced 132 1 0.0% 0.0% 133 -188 -58.75% Q2 2026 Jul 28, 2026
True Wealth Design, LLC History Added to 194 1 0.0% 138 +148 321.74% Q2 2026 Jul 16, 2026
Optiver Holding B.V. History Reduced 158 1 0.0% 0.0% 135 -128 -44.76% Q2 2026 Aug 12, 2026
Silver Grove Financial Group, Inc. History New 126 1 0.0% 139 +126 New Q2 2026 Aug 13, 2026
Caitong International Asset Management Co., Ltd History Added to 133 1 0.0% 137 +14 11.76% Q2 2026 Aug 04, 2026
Fortitude Family Office, LLC History Added to 169 1 0.0% 0.0% 136 +10 6.29% Q2 2026 Jul 20, 2026
SIGNATUREFD, LLC History No change 146 1 0.0% 0.0% 134 0 0.0% Q2 2026 Jul 23, 2026
Point72 Asset Management, L.P. History Closed out 0 0 0.0% -380,682 -100.0% Q2 2026 Aug 14, 2026
HUSSMAN STRATEGIC ADVISORS, INC. History Closed out 0 0 0.51% -315,000 -100.0% Q2 2026 Aug 03, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Closed out 0 0 0.0% -134,950 -100.0% Q2 2026 Aug 14, 2026
Northwest & Ethical Investments L.P. History Closed out 0 0 0.01% -78,642 -100.0% Q2 2026 Aug 13, 2026
XTX Topco Ltd History Closed out 0 0 0.01% -77,705 -100.0% Q2 2026 Aug 14, 2026
FORMULA GROWTH LTD History Closed out 0 0 0.15% -45,257 -100.0% Q2 2026 Aug 17, 2026
TWINBEECH CAPITAL LP History Closed out 0 0 0.03% -44,300 -100.0% Q2 2026 Aug 14, 2026
DARK FOREST CAPITAL MANAGEMENT LP History Closed out 0 0 0.03% -39,138 -100.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History Closed out 0 0 0.0% -35,988 -100.0% Q2 2026 Aug 14, 2026
GSA CAPITAL PARTNERS LLP History Closed out 0 0 0.01% -29,636 -100.0% Q2 2026 Aug 06, 2026
STONERIDGE INVESTMENT PARTNERS LLC History Closed out 0 0 0.16% -29,456 -100.0% Q2 2026 Aug 06, 2026
SEB Asset Management AB History Closed out 0 0 0.0% -26,200 -100.0% Q2 2026 Aug 04, 2026
GAGNON SECURITIES LLC History Closed out 0 0 0.04% -25,148 -100.0% Q2 2026 Aug 04, 2026
Entropy Technologies, LP History Closed out 0 0 0.01% -22,584 -100.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Closed out 0 0 0.0% -21,922 -100.0% Q2 2026 Aug 14, 2026
Magnetar Financial LLC History Closed out 0 0 0.0% -14,967 -100.0% Q2 2026 Aug 14, 2026
VARCOV Co. History Closed out 0 0 0.04% -14,069 -100.0% Q2 2026 Aug 14, 2026
Aaron Wealth Advisors LLC History Closed out 0 0 0.01% -13,433 -100.0% Q2 2026 Jul 16, 2026
CAXTON ASSOCIATES LLP History Closed out 0 0 0.0% -12,091 -100.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History Closed out 0 0 0.0% -4,769 -100.0% Q2 2026 Aug 12, 2026
Larson Financial Group LLC History Reduced 58 0 0.0% -1,805 -96.89% Q2 2026 Aug 14, 2026
MAI Capital Management History Closed out 0 0 0.0% -551 -100.0% Q2 2026 Aug 14, 2026
QUADRANT CAPITAL GROUP LLC History Closed out 0 0 0.0% -545 -100.0% Q2 2026 Aug 14, 2026
Torren Management, LLC History Closed out 0 0 -122 -100.0% Q2 2026 Jul 10, 2026
Wealth Enhancement Trust Services, Inc. History New 98 0 +98 New Q2 2026 Jul 22, 2026
PNC FINANCIAL SERVICES GROUP, INC. History New 90 0 +90 New Q2 2026 Aug 07, 2026
Clearstead Advisors, LLC History New 90 0 +90 New Q2 2026 Aug 06, 2026
Transamerica Financial Advisors, LLC History Closed out 0 0 -85 -100.0% Q2 2026 Aug 14, 2026
Wealth Preservation Advisors, LLC History Closed out 0 0 -84 -100.0% Q2 2026 Aug 14, 2026
Basecamp Wealth Advisors LLC History Added to 83 0 +77 1283.33% Q2 2026 Aug 14, 2026
Covestor Ltd History Added to 43 0 +31 258.33% Q2 2026 Aug 07, 2026
SJS Investment Consulting Inc. History Added to 83 0 +26 45.61% Q2 2026 Jul 22, 2026
Bare Financial Services, Inc History Added to 79 0 +13 19.7% Q2 2026 Jul 27, 2026
Advisory Services Network, LLC History Closed out 0 0 -9 -100.0% Q2 2026 Aug 12, 2026
SBI Securities Co., Ltd. History Reduced 33 0 -7 -17.5% Q2 2026 Jul 22, 2026
NATIONAL BANK OF CANADA /FI/ History Closed out 0 0 -6 -100.0% Q2 2026 Aug 10, 2026
NISA INVESTMENT ADVISORS, LLC History No change 39 0 0 0.0% Q2 2026 Aug 10, 2026
Sunbelt Securities, Inc. History No change 47 0 0 0.0% Q1 2026 May 15, 2026
Stone House Investment Management, LLC History No change 20 0 0 0.0% Q2 2026 Aug 05, 2026
Pacific Center for Financial Services History No change 15 0 0 0.0% Q2 2026 Aug 05, 2026
Dunhill Financial, LLC History No change 1 0 0 0.0% Q2 2026 Aug 07, 2026