Compare equities side by side
Stocks breaking to new annual highs
S&P 500 oversold value screener
Relative strength momentum leaders
Upcoming earnings dates & reports
Filter and sort all 500 stocks
Continuous multi-factor scoring & catalyst forensics
Today's biggest gainers and losers
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MASECO LLP | 436.28K | Jun 30, 26 | +911 | 14.36% |
| Colony Group, LLC | 150.69K | Jun 30, 26 | -781 | 4.96% |
| Orgel Wealth Management, LLC | 127.79K | Jun 30, 26 | +127.79K | 4.21% |
| Riverwater Partners LLC | 120.28K | Jun 30, 26 | -12.30K | 3.96% |
| HighTower Advisors, LLC | 67.90K | Jun 30, 26 | +1.77K | 2.24% |
| EP Wealth Advisors, LLC | 58.88K | Jun 30, 26 | +20.31K | 1.94% |
| OLD MISSION CAPITAL LLC | 47.77K | Jun 30, 26 | -60.06K | 1.57% |
| COMMONWEALTH EQUITY SERVICES, LLC | 45.91K | Jun 30, 26 | +7.31K | 1.51% |
| CI Private Wealth, LLC | 41.58K | Jun 30, 26 | -71.76K | 1.37% |
| CITADEL ADVISORS LLC | 40.68K | Jun 30, 26 | -132.29K | 1.34% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40.62K | Jun 30, 26 | +40.62K | 1.34% |
| MERCER GLOBAL ADVISORS INC /ADV | 39.00K | Jun 30, 26 | +2.69K | 1.28% |
| Highland Financial Advisors, LLC | 30.97K | Jun 30, 26 | +6.54K | 1.02% |
| JANE STREET GROUP, LLC | 27.72K | Jun 30, 26 | +27.72K | 0.91% |
| FIDUCIARY FINANCIAL ADVISORS | 22.58K | Jun 30, 26 | +22.58K | 0.74% |
| Freedom Day Solutions, LLC | 21.67K | Jun 30, 26 | +21.67K | 0.71% |
| Accurate Wealth Management, LLC | 21.22K | Jun 30, 26 | +6.59K | 0.70% |
| LPL Financial LLC | 20.12K | Jun 30, 26 | +7.16K | 0.66% |
| RAYMOND JAMES FINANCIAL INC | 19.70K | Jun 30, 26 | -7.62K | 0.65% |
| Trailhead Planners LLC | 18.94K | Jun 30, 26 | -19.87K | 0.62% |
| Mason & Associates Inc | 16.85K | Jun 30, 26 | +2.50K | 0.55% |
| Savant Capital, LLC | 13.89K | Jun 30, 26 | +366 | 0.46% |
| Burton Enright Welch | 11.34K | Jun 30, 26 | -246 | 0.37% |
| Apollon Wealth Management, LLC | 10.03K | Jun 30, 26 | +1.51K | 0.33% |
| Greenspring Advisors, LLC | 9.16K | Jun 30, 26 | -- | 0.30% |
| Buckingham Strategic Partners | 9.06K | Jun 30, 26 | +3.17K | 0.30% |
| Northland Capital Management LLC | 8.87K | Jun 30, 26 | -4.88K | 0.29% |
| Trellis Wealth Advisors LLC | 8.55K | Jun 30, 26 | +2 | 0.28% |
| Vestment Financial LLC | 8.10K | Jun 30, 26 | +306 | 0.27% |
| ENVESTNET ASSET MANAGEMENT INC | 7.55K | Jun 30, 26 | +1.10K | 0.25% |
| Tarbox Family Office, Inc. | 7.44K | Jun 30, 26 | +1.34K | 0.24% |
| Walkner Condon Financial Advisors LLC | 7.35K | Jun 30, 26 | +297 | 0.24% |
| Bridgewater Advisors Inc. | 7.18K | Jun 30, 26 | +7.18K | 0.24% |
| Asset Dedication, LLC | 7.07K | Jun 30, 26 | -3.13K | 0.23% |
| LexAurum Advisors, LLC | 6.80K | Jun 30, 26 | -774 | 0.22% |
| Dunhill Financial, LLC | 6.80K | Jun 30, 26 | +1.51K | 0.22% |
| Team Hewins, LLC | 6.75K | Jun 30, 26 | -36 | 0.22% |
| MB Generational Wealth, LLC | 6.21K | Jun 30, 26 | -153 | 0.20% |
| Level Financial Advisors, Inc. | 6.17K | Jun 30, 26 | +2 | 0.20% |
| PEAPACK GLADSTONE FINANCIAL CORP | 6.00K | Jun 30, 26 | +6.00K | 0.20% |
| Leonard Rickey Investment Advisors P.L.L.C. | 5.84K | Jun 30, 26 | +208 | 0.19% |
| Plancorp, LLC | 5.75K | Jun 30, 26 | -- | 0.19% |
| CURIO WEALTH, LLC | 5.09K | Jun 30, 26 | -88 | 0.17% |
| HB Wealth Management, LLC | 4.99K | Jun 30, 26 | -- | 0.16% |
| AXXCESS WEALTH MANAGEMENT, LLC | 4.62K | Jun 30, 26 | +4.62K | 0.15% |
| Private Advisor Group, LLC | 4.49K | Jun 30, 26 | +131 | 0.15% |
| TRUIST FINANCIAL CORP | 4.09K | Jun 30, 26 | +113 | 0.13% |
| ABLE Financial Group, LLC | 3.93K | Jun 30, 26 | -18 | 0.13% |
| Kelman-Lazarov, Inc. | 3.62K | Jun 30, 26 | -97 | 0.12% |
| TCI Wealth Advisors, Inc. | 3.27K | Jun 30, 26 | -342 | 0.11% |
| Financial Plan, Inc. | 3.17K | Jun 30, 26 | -- | 0.10% |
| Trademark Financial Management, LLC | 3.07K | Jun 30, 26 | -3 | 0.10% |
| WealthCollab, LLC | 2.70K | Jun 30, 26 | +200 | 0.09% |
| True Wealth Design, LLC | 2.65K | Jun 30, 26 | +101 | 0.09% |
| Signature Resources Capital Management, LLC | 2.14K | Jun 30, 26 | -- | 0.07% |
| Torren Management, LLC | 1.67K | Jun 30, 26 | -94 | 0.06% |
| Farther Finance Advisors, LLC | 1.57K | Jun 30, 26 | +1.57K | 0.05% |
| Addison Advisors LLC | 1.49K | Jun 30, 26 | -2.07K | 0.05% |
| Sankala Group LLC | 1.30K | Jun 30, 26 | -48 | 0.04% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 948 | Jun 30, 26 | +948 | 0.03% |
| Global Retirement Partners, LLC | 933 | Jun 30, 26 | +933 | 0.03% |
| MORGAN STANLEY | 868 | Jun 30, 26 | -- | 0.03% |
| Orion Capital Management LLC | 654 | Jun 30, 26 | -- | 0.02% |
| Birchwood Financial Partners, Inc. | 607 | Jun 30, 26 | +129 | 0.02% |
| SJS Investment Consulting Inc. | 391 | Jun 30, 26 | +37 | 0.01% |
| Atomic Invest LLC | 389 | Jun 30, 26 | -70 | 0.01% |
| Allworth Financial LP | 96 | Jun 30, 26 | -- | 0.00% |
| ROYAL BANK OF CANADA | 45 | Jun 30, 26 | +45 | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 25 | Jun 30, 26 | +25 | 0.00% |
| Strategic Financial Planning, Inc. | -- | Jun 30, 26 | -240.90K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -85 | -- |
| WealthShield Partners, LLC | -- | Jun 30, 26 | -1.30K | -- |
| Clarity Asset Management, Inc. | -- | Jun 30, 26 | -1.40K | -- |
| Opes Wealth Management LLC | 22.21K | Mar 31, 26 | -160 | 0.73% |
| JOURNEY STRATEGIC WEALTH LLC | 15.59K | Mar 31, 26 | -233 | 0.51% |
| North Ridge Wealth Advisors, Inc. | 1.36K | Mar 31, 26 | -- | 0.04% |
| LongView Asset Management LLC | 38.84K | Dec 31, 25 | -4.87K | 1.28% |
| Willow Creek Wealth Management Inc. | 137.46K | Sep 30, 25 | +724 | 4.52% |
| Wealthstream Advisors, Inc. | 8.04K | Sep 30, 25 | -1.62K | 0.26% |
| PrairieView Partners, LLC | 3.78K | Jun 30, 25 | -219 | 0.12% |
| Parkworth Wealth Management, Inc. | 437 | Jun 30, 25 | +5 | 0.01% |
| Merriman Wealth Management, LLC | 14.01K | Dec 31, 24 | +691 | 0.46% |
| WMS Partners, LLC | 6.72K | Dec 31, 24 | -155 | 0.22% |
| CPWM, LLC | 10.73K | Sep 30, 22 | +136 | 0.35% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data