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
Today's biggest gainers and losers
Visual sector performance
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| AdvisorNet Financial, Inc | -- | Sep 30, 26 | -648 | -- |
| STATE STREET CORP | 6.23M | Jun 30, 26 | +521.91K | 31.03% |
| LPL Financial LLC | 1.73M | Jun 30, 26 | +111.65K | 8.61% |
| ENVESTNET ASSET MANAGEMENT INC | 1.51M | Jun 30, 26 | +127.09K | 7.53% |
| Envestnet Portfolio Solutions, Inc. | 1.34M | Jun 30, 26 | +153.72K | 6.69% |
| ASSETMARK, INC | 849.04K | Jun 30, 26 | -6.77K | 4.23% |
| Cambria Investment Management, L.P. | 470.07K | Jun 30, 26 | +11.50K | 2.34% |
| Private Advisory Group LLC | 437.13K | Jun 30, 26 | +258.73K | 2.18% |
| CONTINUUM WEALTH ADVISORS, LLC | 407.02K | Jun 30, 26 | +63.67K | 2.03% |
| Cerity Partners LLC | 401.95K | Jun 30, 26 | +16.48K | 2.00% |
| PARK AVENUE SECURITIES LLC | 356.28K | Jun 30, 26 | +3.06K | 1.78% |
| RAYMOND JAMES FINANCIAL INC | 336.17K | Jun 30, 26 | +127.32K | 1.68% |
| WELLS FARGO & COMPANY/MN | 239.48K | Jun 30, 26 | +9.41K | 1.19% |
| Empowered Funds, LLC | 209.54K | Jun 30, 26 | +4.02K | 1.04% |
| Aspire Private Capital, LLC | 209.44K | Jun 30, 26 | +6.72K | 1.04% |
| Cartesian Growth Corp | 204.40K | Jun 30, 26 | +131.80K | 1.02% |
| LANDMARK WEALTH MANAGEMENT, INC. | 165.72K | Jun 30, 26 | +13.16K | 0.83% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 160.78K | Jun 30, 26 | +160.78K | 0.80% |
| BANK OF AMERICA CORP /DE/ | 143.58K | Jun 30, 26 | -19.74K | 0.72% |
| Cambridge Investment Research Advisors, Inc. | 126.61K | Jun 30, 26 | +2.83K | 0.63% |
| Cetera Investment Advisers | 122.48K | Jun 30, 26 | +3.66K | 0.61% |
| HighTower Advisors, LLC | 117.31K | Jun 30, 26 | +3.38K | 0.58% |
| Raleigh Capital Management Inc. | 116.45K | Jun 30, 26 | +6.92K | 0.58% |
| International Private Wealth Advisors LLC | 109.39K | Jun 30, 26 | -686 | 0.55% |
| HARBOUR INVESTMENTS, INC. | 106.24K | Jun 30, 26 | +11.83K | 0.53% |
| PRINCIPAL SECURITIES, INC. | 100.38K | Jun 30, 26 | +54.11K | 0.50% |
| AE Wealth Management LLC | 85.84K | Jun 30, 26 | +9.15K | 0.43% |
| MML INVESTORS SERVICES, LLC | 82.81K | Jun 30, 26 | +26.23K | 0.41% |
| Capital Investment Management, Inc. | 67.52K | Jun 30, 26 | +38 | 0.34% |
| Valtinson Bruner Financial Planning LLC | 65.48K | Jun 30, 26 | +4.73K | 0.33% |
| Toroso Investments, LLC | 56.37K | Jun 30, 26 | -290.99K | 0.28% |
| Concurrent Investment Advisors, LLC | 47.61K | Jun 30, 26 | +4.67K | 0.24% |
| Belpointe Asset Management LLC | 47.31K | Jun 30, 26 | +11.70K | 0.24% |
| SMART Wealth LLC | 47.07K | Jun 30, 26 | +47.07K | 0.23% |
| Simplicity Wealth,LLC | 46.51K | Jun 30, 26 | +1.39K | 0.23% |
| Legacy Wealth Partners, LLC | 45.58K | Jun 30, 26 | +4.54K | 0.23% |
| CreativeOne Wealth, LLC | 42.15K | Jun 30, 26 | -27.34K | 0.21% |
| Sanctuary Advisors, LLC | 40.40K | Jun 30, 26 | -3.43K | 0.20% |
| NOVUS ADVISORS, LLC | 40.38K | Jun 30, 26 | +933 | 0.20% |
| HighPoint Advisor Group LLC | 39.45K | Jun 30, 26 | +6.16K | 0.20% |
| JOHNSON INVESTMENT COUNSEL INC | 37.45K | Jun 30, 26 | -- | 0.19% |
| Global Financial Private Client, LLC | 35.96K | Jun 30, 26 | +1.75K | 0.18% |
| LOCKERMAN FINANCIAL GROUP, INC. | 35.44K | Jun 30, 26 | +3.72K | 0.18% |
| Sharkey, Howes & Javer | 35.41K | Jun 30, 26 | -39.38K | 0.18% |
| AXXCESS WEALTH MANAGEMENT, LLC | 34.52K | Jun 30, 26 | -11.94K | 0.17% |
| Brinker Capital Investments, LLC | 32.68K | Jun 30, 26 | +2.24K | 0.16% |
| RFG Advisory, LLC | 29.00K | Jun 30, 26 | -248 | 0.14% |
| RICHARDSON FINANCIAL SERVICES INC. | 26.82K | Jun 30, 26 | -918 | 0.13% |
| Western Wealth Management, LLC | 24.41K | Jun 30, 26 | -131 | 0.12% |
| ADVISOR GROUP HOLDINGS, INC. | 23.42K | Jun 30, 26 | -4.83K | 0.12% |
| GeoWealth Management, LLC | 23.39K | Jun 30, 26 | +1.18K | 0.12% |
| Independent Advisor Alliance | 22.05K | Jun 30, 26 | +662 | 0.11% |
| Ascent Group, LLC | 21.86K | Jun 30, 26 | -353 | 0.11% |
| Founders Financial Alliance, LLC | 21.50K | Jun 30, 26 | +21.50K | 0.11% |
| WealthPoint Financial, LLC | 19.84K | Jun 30, 26 | +1.66K | 0.10% |
| Outlook Wealth Advisors, LLC | 19.83K | Jun 30, 26 | +516 | 0.10% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 19.22K | Jun 30, 26 | -531 | 0.10% |
| Kestra Advisory Services, LLC | 19.03K | Jun 30, 26 | -9.19K | 0.09% |
| Astoria Portfolio Advisors LLC. | 17.98K | Jun 30, 26 | +1.07K | 0.09% |
| Pensionmark Financial Group, LLC | 17.28K | Jun 30, 26 | +1.24K | 0.09% |
| OARSMAN CAPITAL, INC. | 17.27K | Jun 30, 26 | -7.20K | 0.09% |
| Ethic Inc. | 16.63K | Jun 30, 26 | +5.59K | 0.08% |
| ZEGA Investments, LLC | 16.05K | Jun 30, 26 | -514 | 0.08% |
| Betterment LLC | 15.03K | Jun 30, 26 | +1.28K | 0.07% |
| Arete Wealth Advisors, LLC | 13.55K | Jun 30, 26 | +2.87K | 0.07% |
| Hibernia Wealth Partners, LLC | 13.01K | Jun 30, 26 | +4.11K | 0.06% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 12.76K | Jun 30, 26 | +1.77K | 0.06% |
| Balboa Wealth Partners | 12.72K | Jun 30, 26 | -7.76K | 0.06% |
| Aegis Wealth Management, Inc. | 12.09K | Jun 30, 26 | +4.94K | 0.06% |
| NWAM LLC | 11.86K | Jun 30, 26 | +45 | 0.06% |
| BlueChip Wealth Advisors LLC | 11.62K | Jun 30, 26 | +11.62K | 0.06% |
| Wealth Watch Advisors, INC | 10.12K | Jun 30, 26 | +2.70K | 0.05% |
| Maridea Wealth Management LLC | 9.37K | Jun 30, 26 | -862 | 0.05% |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 8.83K | Jun 30, 26 | -616 | 0.04% |
| Sanchez Gaunt Capital Management, LLC | 8.57K | Jun 30, 26 | -250 | 0.04% |
| VestGen Advisors, LLC | 7.50K | Jun 30, 26 | -271 | 0.04% |
| MGO ONE SEVEN LLC | 7.32K | Jun 30, 26 | +7.32K | 0.04% |
| Hobbs Group Advisors, LLC | 7.17K | Jun 30, 26 | +7.17K | 0.04% |
| Kelly Financial Services LLC | 6.92K | Jun 30, 26 | +226 | 0.03% |
| Ruggiero Investments, Inc. | 6.92K | Jun 30, 26 | +6.92K | 0.03% |
| MORGAN STANLEY | 6.87K | Jun 30, 26 | +6.67K | 0.03% |
| Sowell Financial Services LLC | 6.78K | Jun 30, 26 | +889 | 0.03% |
| Walkner Condon Financial Advisors LLC | 6.71K | Jun 30, 26 | -91 | 0.03% |
| October Effect Ltd | 6.67K | Jun 30, 26 | +6.67K | 0.03% |
| FSA Advisors, Inc. | 6.66K | Jun 30, 26 | +6.66K | 0.03% |
| PCB Capital LLC | 6.47K | Jun 30, 26 | +6.47K | 0.03% |
| Integrated Wealth Concepts LLC | 6.04K | Jun 30, 26 | +6.04K | 0.03% |
| Strategic Investment Advisors / MI | 5.74K | Jun 30, 26 | -1.26K | 0.03% |
| Richard W. Paul & Associates, LLC | 5.67K | Jun 30, 26 | +264 | 0.03% |
| Triumph Capital Management | 5.34K | Jun 30, 26 | -23 | 0.03% |
| Smartleaf Asset Management LLC | 5.27K | Jun 30, 26 | -- | 0.03% |
| IFP Advisors, Inc | 3.55K | Jun 30, 26 | +3.55K | 0.02% |
| UBS Group AG | 2.14K | Jun 30, 26 | +2.14K | 0.01% |
| EVOLUTION WEALTH MANAGEMENT INC. | 1.92K | Jun 30, 26 | -67 | 0.01% |
| BROWN, LISLE/CUMMINGS, INC. | 1.62K | Jun 30, 26 | +738 | 0.01% |
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 1.49K | Jun 30, 26 | +1.49K | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.49K | Jun 30, 26 | +85 | 0.01% |
| ROYAL BANK OF CANADA | 1.46K | Jun 30, 26 | +1.46K | 0.01% |
| PRIVATE TRUST CO NA | 1.16K | Jun 30, 26 | -83 | 0.01% |
| Steward Partners Investment Advisory, LLC | 1.00K | Jun 30, 26 | -250 | 0.00% |
| Cohalo Advisory LLC | 861 | Jun 30, 26 | -8 | 0.00% |
| AdvisorNet Financial, Inc | 648 | Jun 30, 26 | -- | 0.00% |
| Covestor Ltd | 630 | Jun 30, 26 | -46 | 0.00% |
| Quest 10 Wealth Builders, Inc. | 555 | Jun 30, 26 | +122 | 0.00% |
| Key Capital Management, INC | 519 | Jun 30, 26 | +65 | 0.00% |
| Global Retirement Partners, LLC | 501 | Jun 30, 26 | +501 | 0.00% |
| NBC SECURITIES, INC. | 485 | Jun 30, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 438 | Jun 30, 26 | +438 | 0.00% |
| Aptus Capital Advisors, LLC | 428 | Jun 30, 26 | -- | 0.00% |
| Buck Wealth Strategies, LLC | 413 | Jun 30, 26 | +413 | 0.00% |
| FIFTH THIRD BANCORP | 360 | Jun 30, 26 | -14 | 0.00% |
| Stone House Investment Management, LLC | 246 | Jun 30, 26 | -43 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 178 | Jun 30, 26 | -- | 0.00% |
| Continuum Advisory, LLC | 154 | Jun 30, 26 | +154 | 0.00% |
| Kingdom Financial Group LLC. | 144 | Jun 30, 26 | -- | 0.00% |
| Lloyd Advisory Services, LLC. | 136 | Jun 30, 26 | -8 | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 121 | Jun 30, 26 | +121 | 0.00% |
| JPMORGAN CHASE & CO | 118 | Jun 30, 26 | +56 | 0.00% |
| REAP Financial Group, LLC | 105 | Jun 30, 26 | -11 | 0.00% |
| Capital Analysts, LLC | 82 | Jun 30, 26 | -24 | 0.00% |
| Ashton Thomas Private Wealth, LLC | 49 | Jun 30, 26 | +49 | 0.00% |
| Meramec Financial Planners, LLC | 47 | Jun 30, 26 | +47 | 0.00% |
| Networth Advisors, LLC | 34 | Jun 30, 26 | +5 | 0.00% |
| Rossby Financial, LCC | 15 | Jun 30, 26 | -- | 0.00% |
| Virtu Financial LLC | -- | Jun 30, 26 | -41.47K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -7.16K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -928.33K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -84 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -2.53K | -- |
| USAdvisors Wealth Management, LLC | -- | Jun 30, 26 | -5.75K | -- |
| IAMS WEALTH MANAGEMENT, LLC | -- | Jun 30, 26 | -10.78K | -- |
| Capital Asset Advisory Services LLC | -- | Jun 30, 26 | -5.88K | -- |
| Gateway Wealth Partners, LLC | -- | Jun 30, 26 | -7.64K | -- |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -67.89K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -26.79K | -- |
| NewEdge Advisors, LLC | -- | Jun 30, 26 | -13.32K | -- |
| Caitlin John, LLC | -- | Jun 30, 26 | -39 | -- |
| Merkkuri Wealth Advisors LLC | -- | Jun 30, 26 | -191 | -- |
| PNC FINANCIAL SERVICES GROUP, INC. | -- | Jun 30, 26 | -56 | -- |
| Leo Wealth, LLC | 127.06K | Mar 31, 26 | +5.27K | 0.63% |
| True Vision MN LLC | 8.05K | Mar 31, 26 | +845 | 0.04% |
| CWM, LLC | 1.96K | Mar 31, 26 | +190 | 0.01% |
| Austin Private Wealth, LLC | 294.86K | Dec 31, 25 | -78.93K | 1.47% |
| COMERICA BANK | 262 | Dec 31, 25 | -185 | 0.00% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -8.38K | -- |
| Capital A Wealth Management, LLC | -- | Jun 30, 25 | -22 | -- |
| Orion Portfolio Solutions, LLC | 18.93K | Mar 31, 25 | +18.93K | 0.09% |
| Aveo Capital Partners, LLC | -- | Mar 31, 25 | -19.51K | -- |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
