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
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| LPL Financial LLC | 77.53K | Jun 30, 26 | +22.02K | 5.96% |
| RAYMOND JAMES FINANCIAL INC | 65.53K | Jun 30, 26 | -76 | 5.04% |
| MORGAN STANLEY | 61.42K | Jun 30, 26 | -85 | 4.72% |
| WELLS FARGO & COMPANY/MN | 45.54K | Jun 30, 26 | +573 | 3.50% |
| ADVISOR GROUP HOLDINGS, INC. | 43.25K | Jun 30, 26 | -373 | 3.32% |
| ROYAL BANK OF CANADA | 36.60K | Jun 30, 26 | +3.59K | 2.81% |
| 626 Financial, LLC | 35.20K | Jun 30, 26 | -517 | 2.71% |
| CITADEL ADVISORS LLC | 34.20K | Jun 30, 26 | +1.06K | 2.63% |
| STIFEL FINANCIAL CORP | 18.09K | Jun 30, 26 | -1.10K | 1.39% |
| Proactive Wealth Strategies LLC | 15.54K | Jun 30, 26 | -844 | 1.19% |
| Baird Financial Group, Inc. | 15.52K | Jun 30, 26 | -5.90K | 1.19% |
| COMMONWEALTH EQUITY SERVICES, LLC | 15.44K | Jun 30, 26 | -2.09K | 1.19% |
| GOLDMAN SACHS GROUP INC | 10.92K | Jun 30, 26 | -10.90K | 0.84% |
| Private Advisor Group, LLC | 10.46K | Jun 30, 26 | +10 | 0.80% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9.37K | Jun 30, 26 | -26.84K | 0.72% |
| HARBOUR INVESTMENTS, INC. | 9.33K | Jun 30, 26 | +1 | 0.72% |
| Quad-Cities Investment Group, LLC | 8.54K | Jun 30, 26 | -291 | 0.66% |
| UBS Group AG | 7.56K | Jun 30, 26 | +380 | 0.58% |
| Cambridge Investment Research Advisors, Inc. | 7.50K | Jun 30, 26 | +10 | 0.58% |
| Rockefeller Capital Management L.P. | 7.47K | Jun 30, 26 | -319 | 0.57% |
| Avidian Wealth Solutions, LLC | 7.32K | Jun 30, 26 | +19 | 0.56% |
| ENVESTNET ASSET MANAGEMENT INC | 7.27K | Jun 30, 26 | +3.18K | 0.56% |
| Janney Montgomery Scott LLC | 7.22K | Jun 30, 26 | -100 | 0.55% |
| JONES FINANCIAL COMPANIES LLLP | 7.17K | Jun 30, 26 | +1.94K | 0.55% |
| Cetera Investment Advisers | 6.74K | Jun 30, 26 | -124 | 0.52% |
| Capital Investment Advisory Services, LLC | 6.32K | Jun 30, 26 | -255 | 0.49% |
| D.A. DAVIDSON & CO. | 5.79K | Jun 30, 26 | -- | 0.45% |
| PRINCIPAL SECURITIES, INC. | 5.78K | Jun 30, 26 | -1.67K | 0.44% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 4.85K | Jun 30, 26 | -1 | 0.37% |
| Stratos Wealth Partners, LTD. | 4.70K | Jun 30, 26 | +10 | 0.36% |
| PFG Investments, LLC | 4.37K | Jun 30, 26 | +8 | 0.34% |
| Virtu Financial LLC | 4.27K | Jun 30, 26 | +4.27K | 0.33% |
| HFG Advisors, Inc. | 4.09K | Jun 30, 26 | -- | 0.31% |
| TRUIST FINANCIAL CORP | 4.00K | Jun 30, 26 | -125 | 0.31% |
| TCFG Investment Advisors, LLC | 3.60K | Jun 30, 26 | -- | 0.28% |
| Apeiron RIA LLC | 3.23K | Jun 30, 26 | +7 | 0.25% |
| Creative Planning | 3.20K | Jun 30, 26 | +7 | 0.25% |
| Kestra Advisory Services, LLC | 2.41K | Jun 30, 26 | +66 | 0.18% |
| Clearstead Advisors, LLC | 2.32K | Jun 30, 26 | -- | 0.18% |
| Moors & Cabot, Inc. | 2.25K | Jun 30, 26 | -- | 0.17% |
| PACIFIC SUN FINANCIAL CORP | 2.11K | Jun 30, 26 | -1.00K | 0.16% |
| IFG Advisory, LLC | 1.95K | Jun 30, 26 | +1.95K | 0.15% |
| CENTAURUS FINANCIAL, INC. | 1.11K | Jun 30, 26 | -- | 0.09% |
| Golden State Wealth Management, LLC | 985 | Jun 30, 26 | -- | 0.08% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 811 | Jun 30, 26 | +2 | 0.06% |
| FMR LLC | 789 | Jun 30, 26 | -- | 0.06% |
| JPMORGAN CHASE & CO | 769 | Jun 30, 26 | +69 | 0.06% |
| Private Wealth Asset Management, LLC | 762 | Jun 30, 26 | +762 | 0.06% |
| IFP Advisors, Inc | 697 | Jun 30, 26 | -- | 0.05% |
| Parkside Financial Bank & Trust | 600 | Jun 30, 26 | -- | 0.05% |
| NewEdge Advisors, LLC | 320 | Jun 30, 26 | -- | 0.02% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 280 | Jun 30, 26 | -- | 0.02% |
| Geneos Wealth Management Inc. | 246 | Jun 30, 26 | -- | 0.02% |
| TRUST CO OF TOLEDO NA /OH/ | 200 | Jun 30, 26 | -148 | 0.02% |
| ASSETMARK, INC | 102 | Jun 30, 26 | +102 | 0.01% |
| Parallel Advisors, LLC | 100 | Jun 30, 26 | -84 | 0.01% |
| Godfrey Financial Associates, Inc. | 100 | Jun 30, 26 | -- | 0.01% |
| UBS ASSET MANAGEMENT AMERICAS INC | 100 | Jun 30, 26 | -- | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 98 | Jun 30, 26 | -- | 0.01% |
| NBC SECURITIES, INC. | 90 | Jun 30, 26 | -229 | 0.01% |
| SRS Capital Advisors, Inc. | 75 | Jun 30, 26 | -- | 0.01% |
| Allworth Financial LP | 70 | Jun 30, 26 | -- | 0.01% |
| Larson Financial Group LLC | 42 | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 37 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 15 | Jun 30, 26 | +15 | 0.00% |
| CITIGROUP INC | 1 | Jun 30, 26 | -150 | 0.00% |
| Hilton Head Capital Partners, LLC | -- | Jun 30, 26 | -600 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -185 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -17 | -- |
| PFG Advisors | -- | Jun 30, 26 | -14.04K | -- |
| Anchor Investment Management, LLC | -- | Jun 30, 26 | -350 | -- |
| Russell Investments Group, Ltd. | -- | Jun 30, 26 | -20 | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -811 | -- |
| TCFG WEALTH MANAGEMENT, LLC | 3.60K | Mar 31, 26 | -- | 0.28% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -2.41K | -- |
| Raymond James Financial Services Advisors, Inc. | 49.83K | Sep 30, 24 | -940 | 3.83% |
| RAYMOND JAMES & ASSOCIATES | 10.71K | Sep 30, 24 | +537 | 0.82% |
| ETFIDEA, LLC | 4.21K | Sep 30, 24 | -- | 0.32% |
| Kowal Investment Group, LLC | 3.30K | Sep 30, 24 | -89 | 0.25% |
| RAYMOND JAMES TRUST N.A. | 2.77K | Sep 30, 24 | -- | 0.21% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 596 | Jun 30, 24 | -68.66K | 0.05% |
| ICA Group Wealth Management, LLC | -- | Jun 30, 24 | -275 | -- |
| Cetera Advisors LLC | 3.24K | Mar 31, 24 | +107 | 0.25% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2.91K | Mar 31, 24 | -- | 0.22% |
| American Portfolios Advisors | 100 | Sep 30, 22 | -- | 0.01% |
| NEXT Financial Group, Inc | 33 | Dec 31, 21 | +33 | 0.00% |
| Advisor Group, Inc. | 30.56K | Dec 31, 19 | +2.50K | 2.35% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 4.72K | Dec 31, 19 | -1.85K | 0.36% |
| IFC Holdings Incorporated/FL | 16.61K | Dec 31, 17 | -177 | 1.28% |
| Commonwealth Equity Services, Inc | 22.96K | Jun 30, 17 | -1.10K | 1.76% |
| Virtu KCG Holdings LLC | 8.80K | Jun 30, 17 | +8.80K | 0.68% |
| WFG Advisors, LP | 5.00K | Jun 30, 17 | +995 | 0.38% |
| MSI Financial Services Inc | 818 | Dec 31, 16 | +48 | 0.06% |
| ANCORA FAMILY WEALTH ADVISORS, LLC | 4.50K | Sep 30, 16 | +4.50K | 0.35% |
| SOCIETE GENERALE | 4.86K | Jun 30, 16 | +4.86K | 0.37% |
| VSR Financial Services, Inc. | -- | Jun 30, 16 | -80.03K | -- |
| NEW ENGLAND SECURITIES CORP /MA/ | -- | Dec 31, 14 | -395 | -- |
| UBS AG | 192.48K | Sep 30, 14 | +5.11K | 14.79% |
| First Allied Securities, Inc. | 1.23K | Jun 30, 12 | +150 | 0.09% |