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 |
|---|---|---|---|---|
| Stonebridge Wealth Management, LLC | 150.01K | Sep 30, 26 | +2.05K | 1.38% |
| Breakwater Capital Group | 30.44K | Sep 30, 26 | +306 | 0.28% |
| Cooper Financial Group | 30.33K | Sep 30, 26 | -50.57K | 0.28% |
| Farther Finance Advisors, LLC | 19.64K | Sep 30, 26 | +1.36K | 0.18% |
| KFA Private Wealth Group, LLC | 6.30K | Sep 30, 26 | -- | 0.06% |
| ANB BANK | 4.11K | Sep 30, 26 | -- | 0.04% |
| Noble Wealth Management PBC | 400 | Sep 30, 26 | -- | 0.00% |
| BANK OF AMERICA CORP /DE/ | 1.55M | Jun 30, 26 | -39.15K | 14.31% |
| MORGAN STANLEY | 939.67K | Jun 30, 26 | -21.46K | 8.67% |
| LPL Financial LLC | 773.98K | Jun 30, 26 | -139.72K | 7.14% |
| WELLS FARGO & COMPANY/MN | 403.26K | Jun 30, 26 | +277.17K | 3.72% |
| ENVESTNET ASSET MANAGEMENT INC | 302.36K | Jun 30, 26 | +141.20K | 2.79% |
| TCP Asset Management, LLC | 275.80K | Jun 30, 26 | +7.83K | 2.54% |
| Freedom Day Solutions, LLC | 206.89K | Jun 30, 26 | +23.59K | 1.91% |
| THRIVENT FINANCIAL FOR LUTHERANS | 170.06K | Jun 30, 26 | +6.62K | 1.57% |
| Beacon Pointe Advisors, LLC | 156.58K | Jun 30, 26 | +5.10K | 1.44% |
| Private Advisor Group, LLC | 148.89K | Jun 30, 26 | +148.89K | 1.37% |
| Madrid Financial Services | 146.90K | Jun 30, 26 | +22.95K | 1.36% |
| RAYMOND JAMES FINANCIAL INC | 135.73K | Jun 30, 26 | +13.35K | 1.25% |
| JANE STREET GROUP, LLC | 126.38K | Jun 30, 26 | +53.96K | 1.17% |
| Wealthspire Advisors, LLC | 112.38K | Jun 30, 26 | -1.94K | 1.04% |
| American Alpha Advisors, LLC | 110.32K | Jun 30, 26 | +12.82K | 1.02% |
| CAHILL FINANCIAL ADVISORS INC | 99.47K | Jun 30, 26 | -1.04K | 0.92% |
| CITADEL ADVISORS LLC | 92.81K | Jun 30, 26 | +92.81K | 0.86% |
| COMMONWEALTH EQUITY SERVICES, LLC | 90.96K | Jun 30, 26 | +7.36K | 0.84% |
| Steward Partners Investment Advisory, LLC | 84.88K | Jun 30, 26 | -1.20K | 0.78% |
| Peregrine Asset Advisers, Inc. | 83.35K | Jun 30, 26 | -2.80K | 0.77% |
| Wealthcare Advisory Partners LLC | 76.53K | Jun 30, 26 | -34 | 0.71% |
| Snowden Capital Advisors LLC | 74.30K | Jun 30, 26 | +1.68K | 0.69% |
| GREENLEAF TRUST | 71.59K | Jun 30, 26 | +205 | 0.66% |
| Baird Financial Group, Inc. | 70.69K | Jun 30, 26 | +89 | 0.65% |
| Evanson Financial, LLC | 68.31K | Jun 30, 26 | +68.31K | 0.63% |
| INDEPENDENT FINANCIAL GROUP, LLC | 67.44K | Jun 30, 26 | +7.75K | 0.62% |
| ADVISOR GROUP HOLDINGS, INC. | 66.61K | Jun 30, 26 | -1.61K | 0.61% |
| Patten Group, Inc. | 62.75K | Jun 30, 26 | +539 | 0.58% |
| Dorsey Wright & Associates | 61.23K | Jun 30, 26 | +61.23K | 0.56% |
| UBS Group AG | 61.10K | Jun 30, 26 | -34.93K | 0.56% |
| Cetera Investment Advisers | 60.04K | Jun 30, 26 | +32.17K | 0.55% |
| Moors & Cabot, Inc. | 54.89K | Jun 30, 26 | +1.38K | 0.51% |
| ROYAL BANK OF CANADA | 52.21K | Jun 30, 26 | +4.49K | 0.48% |
| Rockefeller Capital Management L.P. | 44.53K | Jun 30, 26 | +1.26K | 0.41% |
| Farmers National Bank | 44.35K | Jun 30, 26 | -1.78K | 0.41% |
| JONES FINANCIAL COMPANIES LLLP | 43.25K | Jun 30, 26 | +3.40K | 0.40% |
| Formidable Asset Management, LLC | 43.01K | Jun 30, 26 | -80 | 0.40% |
| Wealthcare Capital Partners, LLC | 42.87K | Jun 30, 26 | +729 | 0.40% |
| Arkadios Wealth Advisors | 42.87K | Jun 30, 26 | +729 | 0.40% |
| Lansing Street Advisors | 42.41K | Jun 30, 26 | -1.35K | 0.39% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 40.82K | Jun 30, 26 | -739 | 0.38% |
| MERCER GLOBAL ADVISORS INC /ADV | 38.26K | Jun 30, 26 | +814 | 0.35% |
| Crescent Grove Advisors, LLC | 37.80K | Jun 30, 26 | -- | 0.35% |
| WealthPlan Investment Management, LLC | 37.53K | Jun 30, 26 | -1.12K | 0.35% |
| Janney Montgomery Scott LLC | 36.16K | Jun 30, 26 | +36.16K | 0.33% |
| JPMORGAN CHASE & CO | 34.85K | Jun 30, 26 | -609 | 0.32% |
| Mariner, LLC | 34.55K | Jun 30, 26 | -291.14K | 0.32% |
| ShoreHaven Wealth Partners, LLC | 30.66K | Jun 30, 26 | -1.19K | 0.28% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30.14K | Jun 30, 26 | +30.14K | 0.28% |
| Goldstone Financial Group, LLC | 29.04K | Jun 30, 26 | -1.47K | 0.27% |
| FIFTH THIRD BANCORP | 27.13K | Jun 30, 26 | -820 | 0.25% |
| HRT FINANCIAL LP | 26.67K | Jun 30, 26 | +14.82K | 0.25% |
| Sanctuary Advisors, LLC | 25.59K | Jun 30, 26 | +3.91K | 0.24% |
| FLOW TRADERS U.S. LLC | 24.82K | Jun 30, 26 | +2.23K | 0.23% |
| Cambridge Investment Research Advisors, Inc. | 24.15K | Jun 30, 26 | -21.21K | 0.22% |
| GTS SECURITIES LLC | 22.17K | Jun 30, 26 | +22.17K | 0.20% |
| IFP Advisors, Inc | 21.35K | Jun 30, 26 | +3.18K | 0.20% |
| STIFEL FINANCIAL CORP | 20.70K | Jun 30, 26 | +14.80K | 0.19% |
| Great Diamond Partners, LLC | 19.45K | Jun 30, 26 | +76 | 0.18% |
| MML INVESTORS SERVICES, LLC | 18.62K | Jun 30, 26 | +5.99K | 0.17% |
| POWER WEALTH MANAGEMENT LLC | 16.75K | Jun 30, 26 | +16.75K | 0.15% |
| Atomi Financial Group, Inc. | 14.34K | Jun 30, 26 | -461 | 0.13% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 13.70K | Jun 30, 26 | -307 | 0.13% |
| Aspire Capital Advisors LLC | 13.58K | Jun 30, 26 | +3.72K | 0.13% |
| D.B. Root & Company, LLC | 13.12K | Jun 30, 26 | -- | 0.12% |
| VestGen Advisors, LLC | 11.82K | Jun 30, 26 | -132 | 0.11% |
| Hanlon Investment Management, Inc. | 11.51K | Jun 30, 26 | +11.51K | 0.11% |
| Hilltop Partners LLC | 10.69K | Jun 30, 26 | -- | 0.10% |
| Clearwater Capital Advisors, LLC | 10.55K | Jun 30, 26 | -379 | 0.10% |
| Brown Miller Wealth Management, LLC | 9.76K | Jun 30, 26 | +9.76K | 0.09% |
| AXXCESS WEALTH MANAGEMENT, LLC | 9.76K | Jun 30, 26 | +9.76K | 0.09% |
| Vertex Planning Partners, LLC | 9.20K | Jun 30, 26 | -127 | 0.08% |
| Legacy Capital Group California, Inc. | 8.68K | Jun 30, 26 | +8.68K | 0.08% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 8.53K | Jun 30, 26 | +1.35K | 0.08% |
| Prospera Financial Services Inc | 8.49K | Jun 30, 26 | +8.49K | 0.08% |
| CAPTRUST FINANCIAL ADVISORS | 8.38K | Jun 30, 26 | -1.89K | 0.08% |
| Meeder Advisory Services, Inc. | 7.87K | Jun 30, 26 | -108 | 0.07% |
| StoneX Group Inc. | 7.33K | Jun 30, 26 | +2.30K | 0.07% |
| Passive Capital Management, LLC. | 7.27K | Jun 30, 26 | -- | 0.07% |
| Valmark Advisers, Inc. | 6.23K | Jun 30, 26 | -- | 0.06% |
| Savvy Advisors, Inc. | 6.07K | Jun 30, 26 | +224 | 0.06% |
| Atria Investments, Inc | 5.84K | Jun 30, 26 | +5.84K | 0.05% |
| Tidemark, LLC | 5.79K | Jun 30, 26 | -157 | 0.05% |
| Axis Wealth Partners, LLC | 5.79K | Jun 30, 26 | -273 | 0.05% |
| Ausdal Financial Partners, Inc. | 5.62K | Jun 30, 26 | +5.62K | 0.05% |
| HighTower Advisors, LLC | 5.20K | Jun 30, 26 | -897 | 0.05% |
| Gateway Wealth Partners, LLC | 5.02K | Jun 30, 26 | -4.67K | 0.05% |
| NewEdge Advisors, LLC | 4.84K | Jun 30, 26 | +38 | 0.04% |
| Advyzon Investment Management, LLC | 4.76K | Jun 30, 26 | +4.76K | 0.04% |
| Amplius Wealth Advisors, LLC | 4.31K | Jun 30, 26 | -860 | 0.04% |
| ANB BANK | 4.11K | Jun 30, 26 | -- | 0.04% |
| Ashton Thomas Private Wealth, LLC | 4.00K | Jun 30, 26 | +4.00K | 0.04% |
| Trace Wealth Advisors, LLC | 4.00K | Jun 30, 26 | -- | 0.04% |
| Virtu Financial LLC | 3.95K | Jun 30, 26 | +3.95K | 0.04% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.85K | Jun 30, 26 | +3.85K | 0.04% |
| FMR LLC | 3.36K | Jun 30, 26 | +503 | 0.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.77K | Jun 30, 26 | +89 | 0.03% |
| Integrated Wealth Concepts LLC | 2.65K | Jun 30, 26 | +2.65K | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | 2.54K | Jun 30, 26 | -- | 0.02% |
| GGM Financials LLC | 1.93K | Jun 30, 26 | +1.93K | 0.02% |
| Ameritas Advisory Services, LLC | 1.09K | Jun 30, 26 | +1.09K | 0.01% |
| IFG Advisory, LLC | 1.01K | Jun 30, 26 | +1.01K | 0.01% |
| Global Retirement Partners, LLC | 1.00K | Jun 30, 26 | +1.00K | 0.01% |
| Triumph Capital Management | 1.00K | Jun 30, 26 | -- | 0.01% |
| Financial Network Wealth Advisors LLC | 940 | Jun 30, 26 | +940 | 0.01% |
| SHP Wealth Management | 887 | Jun 30, 26 | -666 | 0.01% |
| HARBOUR INVESTMENTS, INC. | 794 | Jun 30, 26 | +14 | 0.01% |
| Russell Investments Group, Ltd. | 727 | Jun 30, 26 | +727 | 0.01% |
| Institute for Wealth Management, LLC. | 702 | Jun 30, 26 | +702 | 0.01% |
| SRS Capital Advisors, Inc. | 637 | Jun 30, 26 | +14 | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 630 | Jun 30, 26 | -- | 0.01% |
| EFG International AG | 555 | Jun 30, 26 | +555 | 0.01% |
| BLAIR WILLIAM & CO/IL | 468 | Jun 30, 26 | -- | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 356 | Jun 30, 26 | +1 | 0.00% |
| PRIVATE TRUST CO NA | 293 | Jun 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 200 | Jun 30, 26 | -- | 0.00% |
| Physician Wealth Advisors, Inc. | 174 | Jun 30, 26 | +3 | 0.00% |
| Allworth Financial LP | 172 | Jun 30, 26 | +172 | 0.00% |
| ASSETMARK, INC | 156 | Jun 30, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 103 | Jun 30, 26 | -151 | 0.00% |
| Continuum Advisory, LLC | 61 | Jun 30, 26 | +61 | 0.00% |
| CALDWELL SUTTER CAPITAL, INC. | 50 | Jun 30, 26 | +50 | 0.00% |
| Solstein Capital, LLC | 40 | Jun 30, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 2 | Jun 30, 26 | -- | 0.00% |
| IHT Wealth Management, LLC | -- | Jun 30, 26 | -6.83K | -- |
| BANK OF MONTREAL /CAN/ | -- | Jun 30, 26 | -55.72K | -- |
| Clearstead Advisors, LLC | -- | Jun 30, 26 | -2.25K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -345 | -- |
| HB Wealth Management, LLC | -- | Jun 30, 26 | -7.00K | -- |
| CAPITAL ADVISORS INC/OK | -- | Jun 30, 26 | -12.40K | -- |
| BCS Private Wealth Management, Inc. | -- | Jun 30, 26 | -11.40K | -- |
| Valued Retirements, Inc. | -- | Jun 30, 26 | -4.35K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -7.41K | -- |
| Financial Management Professionals, Inc. | -- | Jun 30, 26 | -8.40K | -- |
| CWM, LLC | 161.56K | Mar 31, 26 | +67.74K | 1.49% |
| Evanson Asset Management, LLC | 70.25K | Mar 31, 26 | -4.41K | 0.65% |
| COMERICA BANK | 25.74K | Dec 31, 25 | -1.34K | 0.24% |
| Prosperity Wealth Management, Inc. | 5.44K | Dec 31, 25 | -307 | 0.05% |
| ORG Partners LLC | 2.00K | Dec 31, 25 | -- | 0.02% |
| CIBC Private Wealth Group, LLC | 750 | Dec 31, 25 | -- | 0.01% |
| PrairieView Partners, LLC | 30.77K | Jun 30, 25 | -28 | 0.28% |
| Priebe Wealth Holdings LLC | 9.70K | Jun 30, 25 | +9.70K | 0.09% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -43.18K | -- |
| WMS Partners, LLC | 7.00K | Dec 31, 24 | -- | 0.06% |
| Raymond James Financial Services Advisors, Inc. | 61.46K | Sep 30, 24 | +2.45K | 0.57% |
| FinTrust Capital Advisors, LLC | 4.48K | Sep 30, 24 | -- | 0.04% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 2.45K | Jun 30, 24 | -- | 0.02% |
| Cetera Advisor Networks LLC | 70.28K | Mar 31, 24 | +1.18K | 0.65% |
| Ahrens Investment Partners LLC | 4.90K | Mar 31, 23 | +4.90K | 0.05% |
| Baldrige Asset Management LLC | 863 | Mar 31, 23 | +863 | 0.01% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 116.84K | Sep 30, 22 | -35.41K | 1.08% |
| American Portfolios Advisors | 1.35K | Sep 30, 22 | +15 | 0.01% |
| Fieldpoint Private Securities, LLC | 39.49K | Jun 30, 22 | -115 | 0.36% |
| Lenox Wealth Advisors, LLC | 1.05M | Mar 31, 22 | -13.79K | 9.66% |
| Permit Capital Advisors, LLC | 130 | Mar 31, 22 | +130 | 0.00% |
| NEXT Financial Group, Inc | 9.11K | Dec 31, 21 | +804 | 0.08% |
| OLD MISSION CAPITAL, LLC | 40.26K | Dec 31, 20 | +40.26K | 0.37% |
| Reby Advisors, LLC | 124 | Dec 31, 20 | +124 | 0.00% |
| Beacon Pointe Wealth Advisors, LLC | 38.52K | Dec 31, 19 | -4.94K | 0.36% |
| Advisor Group, Inc. | 33.63K | Dec 31, 19 | +33.52K | 0.31% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 2.05K | Dec 31, 19 | +14 | 0.02% |
| MADRONA FUNDS, LLC | 9.29K | Sep 30, 19 | +9.29K | 0.09% |
| NEXT Financial Holdings | 1.40K | Mar 31, 19 | +1.40K | 0.01% |
| Edge Advisors, LLC | 2.85K | Jun 30, 18 | -- | 0.03% |
| INVESTMENT CENTERS OF AMERICA INC | -- | Dec 31, 17 | -30.38K | -- |
| Commonwealth Equity Services, Inc | 17.68K | Jun 30, 17 | +179 | 0.16% |
| Ranger International Management, LP | 2.63K | Jun 30, 17 | -- | 0.02% |
| MSI Financial Services Inc | 56 | Dec 31, 16 | -- | 0.00% |
| Aris Wealth Services, Inc. | 15.99K | Sep 30, 15 | -2.59K | 0.15% |
| MANAGED ACCOUNT ADVISORS LLC | 10.00K | Jun 30, 15 | +6.98K | 0.09% |
| Mariner Wealth Advisors-NYC, LLC | 3.59K | Mar 31, 15 | +3.59K | 0.03% |
| NEW ENGLAND SECURITIES CORP /MA/ | 3.77K | Dec 31, 14 | -16 | 0.03% |
| UBS AG | 34.87K | Sep 30, 14 | +9.65K | 0.32% |
| KMS FINANCIAL SERVICES, INC | -- | Jun 30, 14 | -7.56K | -- |
| TOWER TRUST Co | 10.06K | Mar 31, 14 | -250 | 0.09% |
| Jane Street Holding, LLC | 33.68K | Dec 31, 13 | -18.75K | 0.31% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data