Haverty Furniture (HVT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Pzena Investment Management LLC

DECREASED

Shares1,520,237 from 1,563,451

Change-43,214 (-3%)

Value$42.1M (+$2.2M)

Filed 2026-10-30

Dimensional Fund Advisors LP

INCREASED

Shares941,504 from 936,118

Change+5,386 (+1%)

Value$26.1M (+$2.2M)

Filed 2026-11-04

LSV Asset Management

INCREASED

Shares608,731 from 475,370

Change+133,361 (+28%)

Value$16.8M (+$4.7M)

Filed 2026-11-06

Geode Capital Management, LLC

DECREASED

Shares348,118 from 353,791

Change-5,673 (-2%)

Value$9.6M (+$600.3K)

Filed 2026-11-06

Bank of New York Mellon Corp

DECREASED

Shares157,915 from 161,477

Change-3,562 (-2%)

Value$4.4M (+$247.0K)

Filed 2026-11-05

CWA Asset Management Group, LLC

UNCHANGED

Shares144,000 from 144,000

Change0 (0%)

Value$4.0M (+$308.2K)

Filed 2026-10-19

Russell Investments Group, Ltd.

DECREASED

Shares99,282 from 195,543

Change-96,261 (-49%)

Value$2.7M (-$2.2M)

Filed 2026-11-06

Creative Planning

INCREASED

Shares85,385 from 58,245

Change+27,140 (+47%)

Value$2.4M (+$875.6K)

Filed 2026-11-02

Tectonic Advisors LLC

INCREASED

Shares79,791 from 62,738

Change+17,053 (+27%)

Value$2.2M (+$606.1K)

Filed 2026-10-22

Deprince Race & Zollo Inc

DECREASED

Shares64,491 from 232,560

Change-168,069 (-72%)

Value$1.8M (-$4.2M)

Filed 2026-10-13

SG Capital Management LLC

INCREASED

Shares56,738 from 55,866

Change+872 (+2%)

Value$1.6M (+$143.7K)

Filed 2026-11-06

Waters Parkerson & Co., LLC

UNCHANGED

Shares41,600 from 41,600

Change0 (0%)

Value$1.2M (+$89.0K)

Filed 2026-11-04

Barclays PLC

INCREASED

Shares37,224 from 20,440

Change+16,784 (+82%)

Value$1.0M (+$508.2K)

Filed 2026-11-06

SummerHaven Investment Management, LLC

NEW

Shares36,435

Change+36,435

Value$1.0M

Filed 2026-10-19

Y-Intercept (Hong Kong) Ltd

NEW

Shares36,377

Change+36,377

Value$1.0M

Filed 2026-10-16

Parallel Advisors, LLC

INCREASED

Shares29,652 from 29,272

Change+380 (+1%)

Value$820.5K (+$73.2K)

Filed 2026-11-03

Truist Financial Corp

UNCHANGED

Shares22,328 from 22,328

Change0 (0%)

Value$617.8K (+$47.8K)

Filed 2026-10-30

LPL Financial LLC

INCREASED

Shares15,001 from 12,026

Change+2,975 (+25%)

Value$415.1K (+$108.1K)

Filed 2026-11-06

James Investment Research, Inc.

UNCHANGED

Shares13,983 from 13,983

Change0 (0%)

Value$386.9K (+$29.9K)

Filed 2026-10-22

Deutsche Bank Ag\

DECREASED

Shares11,765 from 13,506

Change-1,741 (-13%)

Value$325.5K (-$19.3K)

Filed 2026-11-06

Signaturefd, LLC

INCREASED

Shares6,628 from 5,728

Change+900 (+16%)

Value$183.4K (+$37.2K)

Filed 2026-10-23

Strs Ohio

NEW

Shares5,800

Change+5,800

Value$160.5K

Filed 2026-10-30

Highline Wealth Partners LLC

UNCHANGED

Shares3,700 from 3,700

Change0 (0%)

Value$102.4K (+$7.9K)

Filed 2026-10-19

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares3,200 from 3,200

Change0 (0%)

Value$88.5K (+$6.8K)

Filed 2026-10-23

Montag A & Associates Inc

UNCHANGED

Shares3,062 from 3,062

Change0 (0%)

Value$84.7K (+$6.6K)

Filed 2026-10-29

State of Alaska, Department of Revenue

INCREASED

Shares2,759 from 1,950

Change+809 (+41%)

Value$75 (+$26)

Filed 2026-10-15

Fifth Third Bancorp

UNCHANGED

Shares2,310 from 2,310

Change0 (0%)

Value$63.9K (+$4.9K)

Filed 2026-11-05

Citigroup Inc

DECREASED

Shares2,271 from 7,906

Change-5,635 (-71%)

Value$62.8K (-$139.0K)

Filed 2026-11-04

Versant Capital Management, Inc

UNCHANGED

Shares1,921 from 1,921

Change0 (0%)

Value$53.2K (+$4.1K)

Filed 2026-10-02

Farther Finance Advisors, LLC

INCREASED

Shares1,252 from 679

Change+573 (+84%)

Value$34.6K (+$17.3K)

Filed 2026-10-08

EverSource Wealth Advisors, LLC

INCREASED

Shares1,011 from 938

Change+73 (+8%)

Value$28.0K (+$4.0K)

Filed 2026-11-04

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares873 from 873

Change0 (0%)

Value$24.2K (+$1.9K)

Filed 2026-10-27

Gamma Investing LLC

INCREASED

Shares829 from 802

Change+27 (+3%)

Value$22.9K (+$2.5K)

Filed 2026-10-08

Nisa Investment Advisors, LLC

INCREASED

Shares367 from 365

Change+2 (+1%)

Value$10.2K (+$837)

Filed 2026-10-20

Covestor Ltd

INCREASED

Shares316 from 19

Change+297 (+1563%)

Value$8 (+$7)

Filed 2026-10-30

Allworth Financial LP

UNCHANGED

Shares291 from 291

Change0 (0%)

Value$7.4K ($0)

Filed 2026-11-06

Sterling Capital Management LLC

DECREASED

Shares256 from 279

Change-23 (-8%)

Value$7.1K (-$39)

Filed 2026-10-22

PNC Financial Services Group, Inc.

DECREASED

Shares217 from 246

Change-29 (-12%)

Value$6.0K (-$276)

Filed 2026-11-06

Fortitude Family Office, LLC

NEW

Shares216

Change+216

Value$6.0K

Filed 2026-10-14

Harbor Capital Advisors, Inc.

DECREASED

Shares202 from 209

Change-7 (-3%)

Value$6 (+$1)

Filed 2026-10-22

Bare Financial Services, Inc

UNCHANGED

Shares180 from 180

Change0 (0%)

Value$5.0K (+$386)

Filed 2026-11-04

Zions Bancorporation, National Association

UNCHANGED

Shares163 from 163

Change0 (0%)

Value$4.5K (+$349)

Filed 2026-11-06

SBI Securities Co., Ltd.

UNCHANGED

Shares157 from 157

Change0 (0%)

Value$4.3K (+$336)

Filed 2026-10-22

IFP Advisors, Inc

INCREASED

Shares156 from 100

Change+56 (+56%)

Value$4.3K (+$1.8K)

Filed 2026-10-16

MJT & Associates Financial Advisory Group, Inc.

UNCHANGED

Shares88 from 88

Change0 (0%)

Value$2.4K (+$188)

Filed 2026-10-07

Essential Partners LLC

INCREASED

Shares67 from 49

Change+18 (+37%)

Value$1.9K (+$603)

Filed 2026-10-14

US Bancorp \de\

DECREASED

Shares46 from 49

Change-3 (-6%)

Value$1.3K (+$22)

Filed 2026-11-05

Root Financial Partners, LLC

NEW

Shares38

Change+38

Value$1.1K

Filed 2026-10-21

Physician Wealth Advisors, Inc.

NEW

Shares38

Change+38

Value$1.1K

Filed 2026-10-20

Clark Wealth Partners

NEW

Shares33

Change+33

Value$914

Filed 2026-10-19

True Wealth Design, LLC

INCREASED

Shares27 from 6

Change+21 (+350%)

Value$748 (+$594)

Filed 2026-10-13

Parkside Financial Bank & Trust

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$692 (+$53)

Filed 2026-10-27

SJS Investment Consulting Inc.

INCREASED

Shares20 from 11

Change+9 (+82%)

Value$554 (+$273)

Filed 2026-10-26

Provenance Wealth Advisors, LLC

NEW

Shares8

Change+8

Value$221

Filed 2026-10-30

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares7 from 7

Change0 (0%)

Value$194 (+$15)

Filed 2026-10-05

Clearstead Advisors, LLC

INCREASED

Shares5 from 4

Change+1 (+25%)

Value$139 (+$35)

Filed 2026-11-06

Hughes Financial Services, LLC

NEW

Shares1

Change+1

Value$29

Filed 2026-10-30

Birch Financial Group, LLC

NEW

Shares0

Change0

Value$9

Filed 2026-10-27

Simplex Trading, LLC

CLOSED

Shares0 from 50

Change-50 (-100%)

Value$0 (-$1.3K)

Filed 2026-11-04

Avion Wealth

CLOSED

Shares0 from 24

Change-24 (-100%)

Value$0 ($0)

Filed 2026-11-04

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$26)

Filed 2026-10-07

BlackRock, Inc.

N/A

Shares— from 1,532,639

Change-1,532,639 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 679,713

Change-679,713 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 592,696

Change-592,696 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 572,731

Change-572,731 (-100%)

Value—

Cambria Investment Management, L.P.

N/A

Shares— from 373,803

Change-373,803 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 334,359

Change-334,359 (-100%)

Value—

State Street Corp

N/A

Shares— from 322,612

Change-322,612 (-100%)

Value—

Hotchkis & Wiley Capital Management LLC

N/A

Shares— from 318,051

Change-318,051 (-100%)

Value—

Kanen Wealth Management LLCA

N/A

Shares— from 291,400

Change-291,400 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 255,905

Change-255,905 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 237,276

Change-237,276 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 204,502

Change-204,502 (-100%)

Value—

Hodges Capital Management Inc.

N/A

Shares— from 183,000

Change-183,000 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 166,331

Change-166,331 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 162,868

Change-162,868 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 139,486

Change-139,486 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 119,516

Change-119,516 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 113,234

Change-113,234 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 105,065

Change-105,065 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 94,077

Change-94,077 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 89,854

Change-89,854 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 87,577

Change-87,577 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 84,186

Change-84,186 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 81,683

Change-81,683 (-100%)

Value—

D. E. Shaw & Co., Inc.

N/A

Shares— from 79,138

Change-79,138 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 59,600

Change-59,600 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 56,620

Change-56,620 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 55,121

Change-55,121 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 48,824

Change-48,824 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 43,463

Change-43,463 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 41,034

Change-41,034 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 37,623

Change-37,623 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 36,901

Change-36,901 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 35,200

Change-35,200 (-100%)

Value—

Wulff, Hansen & Co.

N/A

Shares— from 30,522

Change-30,522 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 25,668

Change-25,668 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 24,977

Change-24,977 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 22,858

Change-22,858 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 22,501

Change-22,501 (-100%)

Value—

UBS Group AG

N/A

Shares— from 19,696

Change-19,696 (-100%)

Value—

Susquehanna Portfolio Strategies, LLC

N/A

Shares— from 19,534

Change-19,534 (-100%)

Value—

Watershed Asset Management, L.L.C.

N/A

Shares— from 17,777

Change-17,777 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 17,297

Change-17,297 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 16,849

Change-16,849 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 16,700

Change-16,700 (-100%)

Value—

Odyssean, LLC

N/A

Shares— from 16,546

Change-16,546 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 15,601

Change-15,601 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 15,570

Change-15,570 (-100%)

Value—

Martingale Asset Management L P

N/A

Shares— from 15,241

Change-15,241 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 13,525

Change-13,525 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 12,810

Change-12,810 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 12,459

Change-12,459 (-100%)

Value—

Public Employees Retirement System of Ohio

N/A

Shares— from 11,832

Change-11,832 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 11,514

Change-11,514 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 10,950

Change-10,950 (-100%)

Value—

Icon Advisers Inc

N/A

Shares— from 10,700

Change-10,700 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 10,027

Change-10,027 (-100%)

Value—

FMR LLC

N/A

Shares— from 9,984

Change-9,984 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 9,205

Change-9,205 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 9,057

Change-9,057 (-100%)

Value—

IEQ Capital, LLC

N/A

Shares— from 8,032

Change-8,032 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 6,370

Change-6,370 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 5,611

Change-5,611 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 4,948

Change-4,948 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 4,887

Change-4,887 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 4,887

Change-4,887 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 3,653

Change-3,653 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,326

Change-2,326 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 2,097

Change-2,097 (-100%)

Value—

Canada Life Assurance Co

N/A

Shares— from 1,664

Change-1,664 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,371

Change-1,371 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 1,265

Change-1,265 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 773

Change-773 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 434

Change-434 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 410

Change-410 (-100%)

Value—

Meeder Asset Management Inc

N/A

Shares— from 224

Change-224 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 189

Change-189 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 175

Change-175 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 136

Change-136 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 111

Change-111 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 52

Change-52 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 46

Change-46 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 30

Change-30 (-100%)

Value—

Cornerstone Financial Management LLC

N/A

Shares— from 28

Change-28 (-100%)

Value—

Investors Portfolio Services LLC

N/A

Shares— from 12

Change-12 (-100%)

Value—

Transamerica Financial Advisors, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Pzena Investment Management LLC	DECREASED	1,520,237	1,563,451	-43,214	-3%	$39.9M	$42.1M	+$2.2M	2026-10-30
Dimensional Fund Advisors LP	INCREASED	941,504	936,118	+5,386	+1%	$23.9M	$26.1M	+$2.2M	2026-11-04
LSV Asset Management	INCREASED	608,731	475,370	+133,361	+28%	$12.1M	$16.8M	+$4.7M	2026-11-06
Geode Capital Management, LLC	DECREASED	348,118	353,791	-5,673	-2%	$9.0M	$9.6M	+$600.3K	2026-11-06
Bank of New York Mellon Corp	DECREASED	157,915	161,477	-3,562	-2%	$4.1M	$4.4M	+$247.0K	2026-11-05
CWA Asset Management Group, LLC	UNCHANGED	144,000	144,000	0	0%	$3.7M	$4.0M	+$308.2K	2026-10-19
Russell Investments Group, Ltd.	DECREASED	99,282	195,543	-96,261	-49%	$5.0M	$2.7M	-$2.2M	2026-11-06
Creative Planning	INCREASED	85,385	58,245	+27,140	+47%	$1.5M	$2.4M	+$875.6K	2026-11-02
Tectonic Advisors LLC	INCREASED	79,791	62,738	+17,053	+27%	$1.6M	$2.2M	+$606.1K	2026-10-22
Deprince Race & Zollo Inc	DECREASED	64,491	232,560	-168,069	-72%	$5.9M	$1.8M	-$4.2M	2026-10-13
SG Capital Management LLC	INCREASED	56,738	55,866	+872	+2%	$1.4M	$1.6M	+$143.7K	2026-11-06
Waters Parkerson & Co., LLC	UNCHANGED	41,600	41,600	0	0%	$1.1M	$1.2M	+$89.0K	2026-11-04
Barclays PLC	INCREASED	37,224	20,440	+16,784	+82%	$521.8K	$1.0M	+$508.2K	2026-11-06
SummerHaven Investment Management, LLC	NEW	36,435	—	+36,435	—	—	$1.0M	—	2026-10-19
Y-Intercept (Hong Kong) Ltd	NEW	36,377	—	+36,377	—	—	$1.0M	—	2026-10-16
Parallel Advisors, LLC	INCREASED	29,652	29,272	+380	+1%	$747.3K	$820.5K	+$73.2K	2026-11-03
Truist Financial Corp	UNCHANGED	22,328	22,328	0	0%	$570.0K	$617.8K	+$47.8K	2026-10-30
LPL Financial LLC	INCREASED	15,001	12,026	+2,975	+25%	$307.0K	$415.1K	+$108.1K	2026-11-06
James Investment Research, Inc.	UNCHANGED	13,983	13,983	0	0%	$357.0K	$386.9K	+$29.9K	2026-10-22
Deutsche Bank Ag\	DECREASED	11,765	13,506	-1,741	-13%	$344.8K	$325.5K	-$19.3K	2026-11-06
Signaturefd, LLC	INCREASED	6,628	5,728	+900	+16%	$146.2K	$183.4K	+$37.2K	2026-10-23
Strs Ohio	NEW	5,800	—	+5,800	—	—	$160.5K	—	2026-10-30
Highline Wealth Partners LLC	UNCHANGED	3,700	3,700	0	0%	$94.5K	$102.4K	+$7.9K	2026-10-19
Wilmington Savings Fund Society, FSB	UNCHANGED	3,200	3,200	0	0%	$81.7K	$88.5K	+$6.8K	2026-10-23
Montag A & Associates Inc	UNCHANGED	3,062	3,062	0	0%	$78.2K	$84.7K	+$6.6K	2026-10-29
State of Alaska, Department of Revenue	INCREASED	2,759	1,950	+809	+41%	$49	$75	+$26	2026-10-15
Fifth Third Bancorp	UNCHANGED	2,310	2,310	0	0%	$59.0K	$63.9K	+$4.9K	2026-11-05
Citigroup Inc	DECREASED	2,271	7,906	-5,635	-71%	$201.8K	$62.8K	-$139.0K	2026-11-04
Versant Capital Management, Inc	UNCHANGED	1,921	1,921	0	0%	$49.0K	$53.2K	+$4.1K	2026-10-02
Farther Finance Advisors, LLC	INCREASED	1,252	679	+573	+84%	$17.3K	$34.6K	+$17.3K	2026-10-08
EverSource Wealth Advisors, LLC	INCREASED	1,011	938	+73	+8%	$23.9K	$28.0K	+$4.0K	2026-11-04
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	873	873	0	0%	$22.3K	$24.2K	+$1.9K	2026-10-27
Gamma Investing LLC	INCREASED	829	802	+27	+3%	$20.5K	$22.9K	+$2.5K	2026-10-08
Nisa Investment Advisors, LLC	INCREASED	367	365	+2	+1%	$9.3K	$10.2K	+$837	2026-10-20
Covestor Ltd	INCREASED	316	19	+297	+1563%	$1	$8	+$7	2026-10-30
Allworth Financial LP	UNCHANGED	291	291	0	0%	$7.4K	$7.4K	$0	2026-11-06
Sterling Capital Management LLC	DECREASED	256	279	-23	-8%	$7.1K	$7.1K	-$39	2026-10-22
PNC Financial Services Group, Inc.	DECREASED	217	246	-29	-12%	$6.3K	$6.0K	-$276	2026-11-06
Fortitude Family Office, LLC	NEW	216	—	+216	—	—	$6.0K	—	2026-10-14
Harbor Capital Advisors, Inc.	DECREASED	202	209	-7	-3%	$5	$6	+$1	2026-10-22
Bare Financial Services, Inc	UNCHANGED	180	180	0	0%	$4.6K	$5.0K	+$386	2026-11-04
Zions Bancorporation, National Association	UNCHANGED	163	163	0	0%	$4.2K	$4.5K	+$349	2026-11-06
SBI Securities Co., Ltd.	UNCHANGED	157	157	0	0%	$4.0K	$4.3K	+$336	2026-10-22
IFP Advisors, Inc	INCREASED	156	100	+56	+56%	$2.6K	$4.3K	+$1.8K	2026-10-16
MJT & Associates Financial Advisory Group, Inc.	UNCHANGED	88	88	0	0%	$2.2K	$2.4K	+$188	2026-10-07
Essential Partners LLC	INCREASED	67	49	+18	+37%	$1.3K	$1.9K	+$603	2026-10-14
US Bancorp \de\	DECREASED	46	49	-3	-6%	$1.3K	$1.3K	+$22	2026-11-05
Root Financial Partners, LLC	NEW	38	—	+38	—	—	$1.1K	—	2026-10-21
Physician Wealth Advisors, Inc.	NEW	38	—	+38	—	—	$1.1K	—	2026-10-20
Clark Wealth Partners	NEW	33	—	+33	—	—	$914	—	2026-10-19
True Wealth Design, LLC	INCREASED	27	6	+21	+350%	$154	$748	+$594	2026-10-13
Parkside Financial Bank & Trust	UNCHANGED	25	25	0	0%	$639	$692	+$53	2026-10-27
SJS Investment Consulting Inc.	INCREASED	20	11	+9	+82%	$281	$554	+$273	2026-10-26
Provenance Wealth Advisors, LLC	NEW	8	—	+8	—	—	$221	—	2026-10-30
MassMutual Private Wealth & Trust, FSB	UNCHANGED	7	7	0	0%	$179	$194	+$15	2026-10-05
Clearstead Advisors, LLC	INCREASED	5	4	+1	+25%	$104	$139	+$35	2026-11-06
Hughes Financial Services, LLC	NEW	1	—	+1	—	—	$29	—	2026-10-30
Birch Financial Group, LLC	NEW	0	—	0	—	—	$9	—	2026-10-27
Simplex Trading, LLC	CLOSED	0	50	-50	-100%	$1.3K	$0	-$1.3K	2026-11-04
Avion Wealth	CLOSED	0	24	-24	-100%	$0	$0	$0	2026-11-04
Wealth Enhancement Trust Services, Inc.	CLOSED	0	1	-1	-100%	$26	$0	-$26	2026-10-07
BlackRock, Inc.	N/A	—	1,532,639	-1,532,639	-100%	$39.1M	—	—	—
Renaissance Technologies LLC	N/A	—	679,713	-679,713	-100%	$17.4M	—	—	—
Vanguard Capital Management LLC	N/A	—	592,696	-592,696	-100%	$15.1M	—	—	—
American Century Companies Inc	N/A	—	572,731	-572,731	-100%	$14.6M	—	—	—
Cambria Investment Management, L.P.	N/A	—	373,803	-373,803	-100%	$9.5M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	334,359	-334,359	-100%	$8.5M	—	—	—
State Street Corp	N/A	—	322,612	-322,612	-100%	$8.2M	—	—	—
Hotchkis & Wiley Capital Management LLC	N/A	—	318,051	-318,051	-100%	$8.1M	—	—	—
Kanen Wealth Management LLCA	N/A	—	291,400	-291,400	-100%	$7.4M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	255,905	-255,905	-100%	$6.5M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	237,276	-237,276	-100%	$6.1M	—	—	—
Goldman Sachs Group Inc	N/A	—	204,502	-204,502	-100%	$5.2M	—	—	—
Hodges Capital Management Inc.	N/A	—	183,000	-183,000	-100%	$4.7M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	166,331	-166,331	-100%	$4.2M	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	162,868	-162,868	-100%	$4.2M	—	—	—
Northern Trust Corp	N/A	—	139,486	-139,486	-100%	$3.6M	—	—	—
Empowered Funds, LLC	N/A	—	119,516	-119,516	-100%	$3.1M	—	—	—
Morgan Stanley	N/A	—	113,234	-113,234	-100%	$2.9M	—	—	—
Nuveen, LLC	N/A	—	105,065	-105,065	-100%	$2.7M	—	—	—
AQR Capital Management LLC	N/A	—	94,077	-94,077	-100%	$2.4M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	89,854	-89,854	-100%	$2.3M	—	—	—
SEI Investments Co	N/A	—	87,577	-87,577	-100%	$2.2M	—	—	—
Lazard Asset Management LLC	N/A	—	84,186	-84,186	-100%	$2.1M	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	81,683	-81,683	-100%	$2.1M	—	—	—
D. E. Shaw & Co., Inc.	N/A	—	79,138	-79,138	-100%	$2.0M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	59,600	-59,600	-100%	$1.5M	—	—	—
Ameriprise Financial Inc	N/A	—	56,620	-56,620	-100%	$1.4M	—	—	—
Qube Research & Technologies Ltd	N/A	—	55,121	-55,121	-100%	$1.4M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	48,824	-48,824	-100%	$1.2M	—	—	—
Quantinno Capital Management LP	N/A	—	43,463	-43,463	-100%	$1.1M	—	—	—
HSBC Holdings PLC	N/A	—	41,034	-41,034	-100%	$1.0M	—	—	—
JPMorgan Chase & Co	N/A	—	37,623	-37,623	-100%	$958.6K	—	—	—
Acadian Asset Management LLC	N/A	—	36,901	-36,901	-100%	$939.0K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	35,200	-35,200	-100%	$898.7K	—	—	—
Wulff, Hansen & Co.	N/A	—	30,522	-30,522	-100%	$779.2K	—	—	—
Invesco Ltd.	N/A	—	25,668	-25,668	-100%	$655.3K	—	—	—
XTX Topco Ltd	N/A	—	24,977	-24,977	-100%	$637.7K	—	—	—
Engineers Gate Manager LP	N/A	—	22,858	-22,858	-100%	$583.6K	—	—	—
Bank of America Corp	N/A	—	22,501	-22,501	-100%	$574.5K	—	—	—
UBS Group AG	N/A	—	19,696	-19,696	-100%	$502.8K	—	—	—
Susquehanna Portfolio Strategies, LLC	N/A	—	19,534	-19,534	-100%	$498.7K	—	—	—
Watershed Asset Management, L.L.C.	N/A	—	17,777	-17,777	-100%	$453.8K	—	—	—
Rhumbline Advisers	N/A	—	17,297	-17,297	-100%	$441.6K	—	—	—
Two Sigma Investments, LP	N/A	—	16,849	-16,849	-100%	$430.2K	—	—	—
Nomura Asset Management International Inc.	N/A	—	16,700	-16,700	-100%	$426.0K	—	—	—
Odyssean, LLC	N/A	—	16,546	-16,546	-100%	$422.4K	—	—	—
Franklin Resources Inc	N/A	—	15,601	-15,601	-100%	$398.3K	—	—	—
Alliancebernstein L.P.	N/A	—	15,570	-15,570	-100%	$329.8K	—	—	—
Martingale Asset Management L P	N/A	—	15,241	-15,241	-100%	$389.1K	—	—	—
Citadel Advisors LLC	N/A	—	13,525	-13,525	-100%	$345.3K	—	—	—
Wells Fargo & Company	N/A	—	12,810	-12,810	-100%	$327.0K	—	—	—
EP Wealth Advisors, LLC	N/A	—	12,459	-12,459	-100%	$318.1K	—	—	—
Public Employees Retirement System of Ohio	N/A	—	11,832	-11,832	-100%	$302.1K	—	—	—
Price T Rowe Associates Inc	N/A	—	11,514	-11,514	-100%	$294.0K	—	—	—
Prudential Financial Inc	N/A	—	10,950	-10,950	-100%	$279.6K	—	—	—
Icon Advisers Inc	N/A	—	10,700	-10,700	-100%	$273.2K	—	—	—
Sanctuary Advisors, LLC	N/A	—	10,027	-10,027	-100%	$256.0K	—	—	—
FMR LLC	N/A	—	9,984	-9,984	-100%	$254.9K	—	—	—
GSA Capital Partners LLP	N/A	—	9,205	-9,205	-100%	$235.0K	—	—	—
MetLife Investment Management, LLC	N/A	—	9,057	-9,057	-100%	$231.2K	—	—	—
IEQ Capital, LLC	N/A	—	8,032	-8,032	-100%	$205.1K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	6,370	-6,370	-100%	$162.6K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	5,611	-5,611	-100%	$143.0K	—	—	—
Aquatic Capital Management LLC	N/A	—	4,948	-4,948	-100%	$126.3K	—	—	—
BNP Paribas Financial Markets	N/A	—	4,887	-4,887	-100%	$124.8K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	4,887	-4,887	-100%	$124.8K	—	—	—
New York State Common Retirement Fund	N/A	—	3,653	-3,653	-100%	$93.3K	—	—	—
Arax Advisory Partners	N/A	—	2,326	-2,326	-100%	$59.4K	—	—	—
Osaic Holdings, Inc.	N/A	—	2,097	-2,097	-100%	$53.5K	—	—	—
Canada Life Assurance Co	N/A	—	1,664	-1,664	-100%	$42	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,371	-1,371	-100%	$35.0K	—	—	—
Legal & General Group Plc	N/A	—	1,265	-1,265	-100%	$32.3K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	773	-773	-100%	$19.7K	—	—	—
UBS Asset Management Americas LLC	N/A	—	434	-434	-100%	$11.1K	—	—	—
Royal Bank of Canada	N/A	—	410	-410	-100%	$10.0K	—	—	—
Meeder Asset Management Inc	N/A	—	224	-224	-100%	$5.7K	—	—	—
California State Teachers Retirement System	N/A	—	189	-189	-100%	$4.8K	—	—	—
Global Retirement Partners, LLC	N/A	—	175	-175	-100%	$4.5K	—	—	—
Optiver Holding B.V.	N/A	—	136	-136	-100%	$3.5K	—	—	—
IFG Advisory, LLC	N/A	—	111	-111	-100%	$2.8K	—	—	—
Kilter Group LLC	N/A	—	52	-52	-100%	$1.3K	—	—	—
Rothschild Investment LLC	N/A	—	46	-46	-100%	$1.2K	—	—	—
Jones Financial Companies Lllp	N/A	—	30	-30	-100%	$774	—	—	—
Cornerstone Financial Management LLC	N/A	—	28	-28	-100%	$715	—	—	—
Investors Portfolio Services LLC	N/A	—	12	-12	-100%	$306	—	—	—
Transamerica Financial Advisors, LLC	N/A	—	1	-1	-100%	$25	—	—	—

Showing 147 of 147 institutions