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 |
|---|---|---|---|---|
| Boltwood Capital Management | 13.05K | Sep 30, 26 | +1.40K | 0.16% |
| CX Institutional | 908 | Sep 30, 26 | -11 | 0.01% |
| MORGAN STANLEY | 2.12M | Jun 30, 26 | +363.60K | 26.06% |
| BlackRock, Inc. | 808.46K | Jun 30, 26 | -1.16M | 9.94% |
| Allspring Global Investments Holdings, LLC | 566.78K | Jun 30, 26 | -1.35K | 6.97% |
| Lido Advisors, LLC | 551.59K | Jun 30, 26 | +75.32K | 6.78% |
| JANE STREET GROUP, LLC | 483.48K | Jun 30, 26 | -597.98K | 5.95% |
| AMERIPRISE FINANCIAL INC | 256.12K | Jun 30, 26 | +192.73K | 3.15% |
| LPL Financial LLC | 203.50K | Jun 30, 26 | -34.97K | 2.50% |
| FLOW TRADERS U.S. LLC | 177.21K | Jun 30, 26 | +177.21K | 2.18% |
| Catalyst Capital Advisors LLC | 171.53K | Jun 30, 26 | -8.84K | 2.11% |
| Millburn Ridgefield Corp | 171.53K | Jun 30, 26 | -8.84K | 2.11% |
| HighTower Advisors, LLC | 147.67K | Jun 30, 26 | +516 | 1.82% |
| UBS Group AG | 138.68K | Jun 30, 26 | +97.58K | 1.71% |
| BANK OF AMERICA CORP /DE/ | 113.52K | Jun 30, 26 | -3.33K | 1.40% |
| Prostatis Group LLC | 112.51K | Jun 30, 26 | +31.23K | 1.38% |
| Pictet North America Advisors SA | 108.54K | Jun 30, 26 | -8.03K | 1.34% |
| GTS SECURITIES LLC | 96.24K | Jun 30, 26 | +22.13K | 1.18% |
| ROYAL BANK OF CANADA | 93.83K | Jun 30, 26 | -2.25K | 1.15% |
| JPMORGAN CHASE & CO | 84.72K | Jun 30, 26 | +2.81K | 1.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 83.14K | Jun 30, 26 | +51.69K | 1.02% |
| Sharp Capital Gestora de Recursos Ltda. | 82.69K | Jun 30, 26 | -8.76K | 1.02% |
| DV EQUITIES, LLC | 73.98K | Jun 30, 26 | +73.98K | 0.91% |
| ZACKS INVESTMENT MANAGEMENT | 70.30K | Jun 30, 26 | -221 | 0.86% |
| SUN LIFE FINANCIAL INC | 62.06K | Jun 30, 26 | +3.15K | 0.76% |
| Idaho Trust Bank | 49.00K | Jun 30, 26 | -1.73K | 0.60% |
| Vertex Investment Solutions Co., Ltd. | 38.20K | Jun 30, 26 | +38.20K | 0.47% |
| WELLS FARGO & COMPANY/MN | 35.42K | Jun 30, 26 | -3.37K | 0.44% |
| Vontobel Holding Ltd. | 35.41K | Jun 30, 26 | -- | 0.44% |
| HSBC HOLDINGS PLC | 30.54K | Jun 30, 26 | -236 | 0.38% |
| Integrated Wealth Concepts LLC | 29.36K | Jun 30, 26 | +24.14K | 0.36% |
| Peregrine Asset Advisers, Inc. | 26.57K | Jun 30, 26 | -1.17K | 0.33% |
| INNEALTA CAPITAL, LLC | 26.39K | Jun 30, 26 | -- | 0.32% |
| Avestar Capital, LLC | 22.63K | Jun 30, 26 | -979 | 0.28% |
| Kovitz Investment Group Partners, LLC | 22.14K | Jun 30, 26 | +4.33K | 0.27% |
| Bank Julius Baer & Co. Ltd, Zurich | 22.04K | Jun 30, 26 | -- | 0.27% |
| Mount Lucas Management LP | 20.99K | Jun 30, 26 | +16.32K | 0.26% |
| Invesco Ltd. | 19.36K | Jun 30, 26 | +2.69K | 0.24% |
| SIMPLEX TRADING, LLC | 16.30K | Jun 30, 26 | +16.30K | 0.20% |
| VISIONARY HORIZONS, LLC | 15.77K | Jun 30, 26 | -555 | 0.19% |
| SRS Capital Advisors, Inc. | 14.92K | Jun 30, 26 | -- | 0.18% |
| D. E. Shaw & Co., Inc. | 14.05K | Jun 30, 26 | +7.54K | 0.17% |
| PEAPACK GLADSTONE FINANCIAL CORP | 10.87K | Jun 30, 26 | -- | 0.13% |
| Rice Partnership, LLC | 9.80K | Jun 30, 26 | -5.56K | 0.12% |
| TIEMANN INVESTMENT ADVISORS, LLC | 8.78K | Jun 30, 26 | -100 | 0.11% |
| TWO SIGMA SECURITIES, LLC | 8.38K | Jun 30, 26 | +8.38K | 0.10% |
| Trek Financial, LLC | 8.32K | Jun 30, 26 | -24.40K | 0.10% |
| ENVESTNET ASSET MANAGEMENT INC | 7.59K | Jun 30, 26 | +114 | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 7.13K | Jun 30, 26 | +5.26K | 0.09% |
| NISA INVESTMENT ADVISORS, LLC | 6.62K | Jun 30, 26 | -- | 0.08% |
| Prime Capital Investment Advisors, LLC | 5.05K | Jun 30, 26 | +117 | 0.06% |
| Fisher Asset Management, LLC | 4.92K | Jun 30, 26 | -3.64K | 0.06% |
| DEARBORN PARTNERS LLC | 4.50K | Jun 30, 26 | +4.50K | 0.06% |
| Ashton Thomas Private Wealth, LLC | 4.32K | Jun 30, 26 | +152 | 0.05% |
| AlphaCentric Advisors LLC | 3.32K | Jun 30, 26 | +2.58K | 0.04% |
| CENTRAL TRUST Co | 1.64K | Jun 30, 26 | -- | 0.02% |
| TD Waterhouse Canada Inc. | 1.51K | Jun 30, 26 | -- | 0.02% |
| USA FINANCIAL FORMULAS | 1.38K | Jun 30, 26 | +1.38K | 0.02% |
| Global Retirement Partners, LLC | 1.34K | Jun 30, 26 | +1.34K | 0.02% |
| FIFTH THIRD BANCORP | 1.22K | Jun 30, 26 | +113 | 0.01% |
| Waverly Advisors, LLC | 930 | Jun 30, 26 | -74.87K | 0.01% |
| FMR LLC | 806 | Jun 30, 26 | +354 | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 720 | Jun 30, 26 | -546 | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 649 | Jun 30, 26 | +649 | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 630 | Jun 30, 26 | +630 | 0.01% |
| HARBOUR INVESTMENTS, INC. | 541 | Jun 30, 26 | -- | 0.01% |
| Tower Research Capital LLC (TRC) | 467 | Jun 30, 26 | +467 | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 440 | Jun 30, 26 | -- | 0.01% |
| GROUP ONE TRADING, L.P. | 377 | Jun 30, 26 | +377 | 0.00% |
| IFP Advisors, Inc | 350 | Jun 30, 26 | -200 | 0.00% |
| Russell Investments Group, Ltd. | 287 | Jun 30, 26 | -69 | 0.00% |
| BANK OF MONTREAL /CAN/ | 285 | Jun 30, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 204 | Jun 30, 26 | -128 | 0.00% |
| Allworth Financial LP | 202 | Jun 30, 26 | -68 | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 201 | Jun 30, 26 | +153 | 0.00% |
| BLUELINE ADVISORS LLC | 155 | Jun 30, 26 | +155 | 0.00% |
| Elequin Securities, LLC | 143 | Jun 30, 26 | -12.15K | 0.00% |
| CITIGROUP INC | 106 | Jun 30, 26 | -7 | 0.00% |
| BLAIR WILLIAM & CO/IL | 101 | Jun 30, 26 | -- | 0.00% |
| Glass Jacobson Investment Advisors llc | 100 | Jun 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 86 | Jun 30, 26 | -- | 0.00% |
| Rockefeller Capital Management L.P. | 78 | Jun 30, 26 | -277 | 0.00% |
| Salomon & Ludwin, LLC | 64 | Jun 30, 26 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 61 | Jun 30, 26 | -- | 0.00% |
| Capital Advisor Network LLC | 53 | Jun 30, 26 | -2.33K | 0.00% |
| AE Wealth Management LLC | 46 | Jun 30, 26 | +46 | 0.00% |
| Mosley Wealth Management | 29 | Jun 30, 26 | +29 | 0.00% |
| Keating Financial Advisory Services, Inc. | 22 | Jun 30, 26 | -- | 0.00% |
| Covestor Ltd | 15 | Jun 30, 26 | -4 | 0.00% |
| ATLAS CAPITAL ADVISORS LLC | 14 | Jun 30, 26 | -5 | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11 | Jun 30, 26 | -- | 0.00% |
| Empowered Funds, LLC | -- | Jun 30, 26 | -6.37K | -- |
| Horizon Investments, LLC | -- | Jun 30, 26 | -20 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -146 | -- |
| swisspartners Advisors Ltd | -- | Jun 30, 26 | -5.70K | -- |
| Jefferies Financial Group Inc. | -- | Jun 30, 26 | -31.72K | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Jun 30, 26 | -122 | -- |
| ASSETMARK, INC | -- | Jun 30, 26 | -12 | -- |
| Cobblestone Asset Management LLC | -- | Jun 30, 26 | -16.01K | -- |
| MEEDER ASSET MANAGEMENT INC | -- | Jun 30, 26 | -6.82K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.88K | -- |
| Equitable Holdings, Inc. | -- | Jun 30, 26 | -36.58K | -- |
| USA Financial Portformulas Corp | 5.51K | Mar 31, 26 | +2.15K | 0.07% |
| CWM, LLC | 225 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 1.91K | Dec 31, 25 | -31 | 0.02% |
| Motiv8 Investments LLC | 42 | Dec 31, 25 | +42 | 0.00% |
| Brueske Advisory Services, LLC | 24.94K | Sep 30, 25 | +3.17K | 0.31% |
| Promus Capital, LLC | 2.47K | Sep 30, 25 | +67 | 0.03% |
| First Personal Financial Services | 500 | Sep 30, 24 | -- | 0.01% |
| Raymond James Financial Services Advisors, Inc. | -- | Sep 30, 24 | -17.18K | -- |
| BlackRock Inc. | 1.65M | Jun 30, 24 | -412.92K | 20.35% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | -- | Jun 30, 24 | -1.05K | -- |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -196 | -- |
| Cutler Group LLC / CA | -- | Mar 31, 24 | -300 | -- |
| Polaris Wealth Advisory Group, LLC | 22.76K | Sep 30, 23 | -1.10K | 0.28% |
| PATHSTONE FAMILY OFFICE, LLC | 12.33K | Sep 30, 23 | -31.83K | 0.15% |
| Truadvice, LLC | -- | Sep 30, 23 | -42.73K | -- |
| TIEDEMANN ADVISORS, LLC | -- | Sep 30, 23 | -5.54K | -- |
| PICTET ASSET MANAGEMENT SA | 19.61K | Jun 30, 23 | -47.88K | 0.24% |
| BerganKDV Wealth Management, LLC | -- | Jun 30, 23 | -205 | -- |
| Hightower 6M Holding, LLC | 216.37K | Sep 30, 22 | +8.93K | 2.66% |
| FourThought Financial, LLC | 95 | Sep 30, 22 | -95 | 0.00% |
| American Portfolios Advisors | 50 | Sep 30, 22 | -- | 0.00% |
| 6 Meridian | 187.32K | Dec 31, 21 | +4.15K | 2.30% |
| Carroll Financial Associates, Inc. | -- | Dec 31, 21 | -305 | -- |
| CEDAR CAPITAL, LLC | 16.27K | Sep 30, 21 | +5.03K | 0.20% |
| NorthCoast Asset Management LLC | 9.83K | Sep 30, 21 | +2.62K | 0.12% |
| Psagot Value Holdings Ltd. | 225 | Sep 30, 21 | +225 | 0.00% |
| OLD MISSION CAPITAL, LLC | 2.57M | Dec 31, 20 | +2.57M | 31.67% |
| Water Oak Advisors LLC | 235.34K | Sep 30, 20 | +162.28K | 2.89% |
| Squar Milner Financial Services LLC | -- | Mar 31, 20 | -4.27K | -- |
| Advisor Group, Inc. | 1.13K | Dec 31, 19 | -- | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 711 | Dec 31, 19 | +50 | 0.01% |
| Highstreet Asset Management Inc. | 507 | Dec 31, 19 | -- | 0.01% |
| SUNTRUST BANKS INC | 18.64K | Sep 30, 19 | -111 | 0.23% |
| Julex Capital Management, LLC | 98 | Sep 30, 19 | -188 | 0.00% |
| LOEB PARTNERS CORP | -- | Mar 31, 19 | -21.50K | -- |
| Financial Gravity Companies, Inc. | 8 | Dec 31, 18 | +8 | 0.00% |
| AFAM CAPITAL, INC. | 24.03K | Sep 30, 18 | +1.36K | 0.30% |
| Vestpro Financial Partners, Inc. dba CPF Texas | -- | Sep 30, 18 | -19.00K | -- |
| 1st Global Advisors, Inc. | 43.96K | Jun 30, 17 | +43.96K | 0.54% |
| Lebenthal Asset Management, LLC | 14.62K | Mar 31, 17 | -696 | 0.18% |
| BlackRock Investment Management, LLC | 604 | Dec 31, 16 | +423 | 0.01% |
| MSI Financial Services Inc | 416 | Dec 31, 16 | -941 | 0.01% |
| Lebenthal Holdings,LLC | 16.96K | Jun 30, 16 | +16.96K | 0.21% |
| CURIAN CAPITAL LLC | 59.16K | Dec 31, 15 | -99.73K | 0.73% |
| BPV Resources, LLC | 19.15K | Jun 30, 15 | +243 | 0.24% |
| TradeLink Global Equity LLC | 627 | Dec 31, 14 | +435 | 0.01% |
| UBS AG | 209.21K | Sep 30, 14 | +34.01K | 2.57% |
| Jane Street Holding, LLC | 43.30K | Dec 31, 13 | -31.45K | 0.53% |
| KNIGHT CAPITAL GROUP LLC | -- | Jun 30, 13 | -15.84K | -- |
| WESTWOOD MANAGEMENT CORP /TX | 70.50K | Mar 31, 13 | +70.50K | 0.87% |
| First Allied Securities, Inc. | 102 | Jun 30, 12 | -- | 0.00% |
| MERRIMAN, LLC | -- | Sep 30, 11 | -50.01K | -- |
| RBC Private Counsel (USA) Inc. | 444 | Sep 30, 09 | +58 | 0.01% |
| RBC Dominion Securities Inc. | 672 | Dec 31, 08 | -130 | 0.01% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data