Savers Value Village, Inc. - SVV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ARES MANAGEMENT LLC | History | No change | 117,449,188 | 1,185,062 | 51.65% | 51.65% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAILLIE GIFFORD & CO | History | No change | 8,610,914 | 86,884 | 0.08% | 0.08% | 2 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 7,394,891 | 74,615 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Research Global Investors | History | No change | 3,518,095 | 35,497 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 2,821,614 | 28,470 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,686,882 | 24,748 | 0.0% | 0.0% | 6 | +426,376 | 18.86% | Q3 2026 | Nov 04, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,848,535 | 18,651 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 1,698,192 | 17,134 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,680,026 | 16,951 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Archon Capital Management LLC | History | No change | 1,511,470 | 15,250 | 6.19% | 6.19% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 1,155,812 | 11,662 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Qube Research & Technologies Ltd | History | No change | 1,030,711 | 10,399 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 957,124 | 9,657 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 944,804 | 9,534 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 769,997 | 7,769 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | No change | 748,225 | 7,549 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 710,522 | 7,169 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 641,020 | 6,467 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 638,480 | 6,442 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meros Investment Management, LP | History | No change | 527,422 | 5,321 | 1.69% | 1.69% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 442,433 | 4,464 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 404,657 | 4,082 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 402,100 | 4,057 | 0.26% | 0.26% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Militia Capital Management LLC | History | No change | 400,000 | 4,036 | 0.12% | 0.12% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHERN TRUST CORP | History | No change | 367,806 | 3,711 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 293,207 | 2,958 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 272,774 | 2,752 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 268,726 | 2,711 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EFG International AG | History | No change | 263,554 | 2,657 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 255,091 | 2,573 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 218,921 | 2,208 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 221,637 | 2,041 | 0.0% | 0.0% | 32 | +202,650 | 1067.31% | Q3 2026 | Nov 04, 2026 |
| Danica Pension, Livsforsikringsaktieselskab | History | No change | 196,798 | 1,985 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantinno Capital Management LP | History | No change | 194,881 | 1,966 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 192,470 | 1,942 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 191,190 | 1,929 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOMESTEAD ADVISERS CORP | History | No change | 187,106 | 1,887 | 0.05% | 0.05% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 158,512 | 1,599 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 157,586 | 1,590 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 144,861 | 1,461 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | No change | 139,494 | 1,407 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Squarepoint Ops LLC | History | No change | 136,665 | 1,378 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 126,015 | 1,271 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 110,600 | 1,115 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IEQ CAPITAL, LLC | History | No change | 98,075 | 989 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oak Harvest Investment Services | History | New | 100,000 | 921 | 0.09% | — | 46 | +100,000 | New | Q3 2026 | Oct 20, 2026 |
| Corient Private Wealth LP | History | No change | 87,216 | 880 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Invesco Ltd. | History | No change | 79,450 | 801 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 75,200 | 758 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | No change | 69,665 | 702 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 69,313 | 699 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 65,461 | 660 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 54,385 | 548 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Engineers Gate Manager LP | History | No change | 54,075 | 545 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quent Capital, LLC | History | No change | 50,000 | 504 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 49,518 | 499 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 48,570 | 450 | 0.0% | 0.0% | 57 | +16,082 | 49.5% | Q3 2026 | Oct 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 58,820 | 437 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 42,724 | 431 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Brevan Howard Capital Management LP | History | No change | 41,323 | 416 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 39,529 | 398 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Handelsbanken Fonder AB | History | No change | 38,700 | 390 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FEDERATED HERMES, INC. | History | No change | 38,000 | 383 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 40,373 | 371 | 0.0% | 0.0% | 64 | +11,183 | 38.31% | Q3 2026 | Nov 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 36,594 | 369 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 35,099 | 354 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WoodTrust Financial Corp | History | Added to | 37,500 | 345 | 0.04% | 0.04% | 67 | +6,500 | 20.97% | Q3 2026 | Oct 09, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 33,841 | 341 | 0.08% | 0.08% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 33,484 | 337 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 33,050 | 333 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 32,409 | 328 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lotus Technology Management, LP | History | No change | 31,883 | 321 | 0.39% | 0.39% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 30,893 | 311 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 25,976 | 262 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 26,019 | 262 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 26,196 | 241 | 0.02% | — | 77 | +26,196 | New | Q3 2026 | Oct 16, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 23,955 | 241 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 24,000 | 221 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 21,384 | 215 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jump Financial, LLC | History | No change | 20,829 | 210 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 20,131 | 203 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rafferty Asset Management, LLC | History | No change | 19,055 | 192 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Inscription Capital, LLC | History | Added to | 19,174 | 176 | 0.02% | 0.02% | 83 | +212 | 1.12% | Q3 2026 | Nov 02, 2026 |
| Quadrature Capital Ltd | History | No change | 17,245 | 174 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 17,258 | 174 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 17,157 | 168 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 16,263 | 164 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 15,654 | 157 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 15,498 | 156 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ALLSTATE CORP | History | No change | 15,023 | 151 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arizona State Retirement System | History | Added to | 16,260 | 149 | 0.0% | 0.0% | 91 | +5,992 | 58.36% | Q3 2026 | Nov 03, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 13,080 | 131 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 12,793 | 129 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | No change | 12,500 | 126 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 12,406 | 125 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Massar Capital Management, LP | History | No change | 12,361 | 124 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marex Group Ltd | History | No change | 12,000 | 121 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blueshift Asset Management, LLC | History | No change | 11,574 | 116 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 11,317 | 114 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 11,287 | 113 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Olympiad Research LP | History | New | 11,820 | 108 | 0.14% | — | 101 | +11,820 | New | Q3 2026 | Nov 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 10,118 | 102 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 9,994 | 100 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 9,781 | 98 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 8,521 | 85 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 8,300 | 83 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 8,119 | 81 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Versant Capital Management, Inc | History | Reduced | 8,532 | 78 | 0.01% | 0.01% | 108 | -73 | -0.85% | Q3 2026 | Oct 01, 2026 |
| State of Alaska, Department of Revenue | History | New | 8,291 | 76 | 0.0% | — | 109 | +8,291 | New | Q3 2026 | Oct 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 6,600 | 66 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Wyoming | History | Reduced | 6,902 | 63 | 0.0% | 0.02% | 111 | -9,716 | -58.47% | Q3 2026 | Oct 28, 2026 |
| BARCLAYS PLC | History | No change | 5,575 | 56 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,967 | 49 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,243 | 32 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,081 | 28 | 0.0% | 0.0% | 115 | +304 | 10.95% | Q3 2026 | Nov 04, 2026 |
| Allworth Financial LP | History | No change | 2,021 | 20 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | No change | 1,424 | 14 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,412 | 13 | 0.0% | 0.0% | 119 | -105 | -6.92% | Q3 2026 | Oct 16, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,355 | 13 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,313 | 12 | 0.0% | 0.0% | 120 | +1,180 | 887.22% | Q3 2026 | Oct 29, 2026 |
| Sterling Capital Management LLC | History | Added to | 1,235 | 11 | 0.0% | 0.0% | 121 | +1,103 | 835.61% | Q3 2026 | Oct 22, 2026 |
| GAMMA Investing LLC | History | Added to | 1,075 | 9 | 0.0% | 0.0% | 122 | +113 | 11.75% | Q3 2026 | Oct 08, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 823 | 8 | 0.0% | 0.0% | 123 | -120 | -12.73% | Q3 2026 | Oct 22, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 862 | 8 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 794 | 7 | 0.0% | — | 126 | +794 | New | Q3 2026 | Nov 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 868 | 7 | 0.0% | 0.0% | 125 | -10 | -1.14% | Q3 2026 | Oct 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 615 | 6 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 665 | 6 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | Reduced | 550 | 5 | 0.0% | 0.0% | 131 | -56 | -9.24% | Q3 2026 | Oct 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 588 | 5 | 0.0% | 0.0% | 129 | -26 | -4.23% | Q3 2026 | Nov 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 504 | 5 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | Added to | 445 | 4 | 0.0% | — | 133 | +387 | 667.24% | Q3 2026 | Nov 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 443 | 4 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 368 | 3 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 221 | 2 | 0.0% | — | 135 | +138 | 166.27% | Q3 2026 | Oct 26, 2026 |
| True Wealth Design, LLC | History | Added to | 238 | 2 | 0.0% | 0.0% | 136 | +44 | 22.68% | Q3 2026 | Oct 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 272 | 2 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | New | 209 | 1 | 0.0% | — | 143 | +209 | New | Q3 2026 | Oct 14, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 152 | 1 | 0.0% | — | 145 | +152 | New | Q3 2026 | Oct 16, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 140 | 1 | 0.0% | — | 144 | +140 | New | Q3 2026 | Oct 30, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 188 | 1 | 0.0% | 0.0% | 142 | +62 | 49.21% | Q3 2026 | Nov 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 146 | 1 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Optiver Holding B.V. | History | No change | 158 | 1 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortitude Family Office, LLC | History | No change | 169 | 1 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 200 | 1 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -960 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Root Financial Partners, LLC | History | New | 108 | 0 | — | — | — | +108 | New | Q3 2026 | Oct 21, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -98 | -100.0% | Q3 2026 | Oct 07, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Covestor Ltd | History | Reduced | 26 | 0 | — | — | — | -17 | -39.53% | Q3 2026 | Oct 30, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 40 | 0 | — | — | — | +1 | 2.56% | Q3 2026 | Oct 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 90 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 90 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pacific Center for Financial Services | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bare Financial Services, Inc | History | No change | 79 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 83 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |