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 |
|---|---|---|---|---|
| Cornerstone Planning Group LLC | -- | Sep 30, 26 | -625 | -- |
| RCS Financial Planning, LLC | -- | Sep 30, 26 | -7.98K | -- |
| FMR LLC | 2.73M | Jun 30, 26 | -324.82K | 29.27% |
| ENVESTNET ASSET MANAGEMENT INC | 1.46M | Jun 30, 26 | +48.59K | 15.68% |
| RAYMOND JAMES FINANCIAL INC | 263.84K | Jun 30, 26 | +92.89K | 2.83% |
| Kestra Advisory Services, LLC | 224.91K | Jun 30, 26 | +15.33K | 2.41% |
| Cetera Investment Advisers | 218.91K | Jun 30, 26 | +13.24K | 2.35% |
| LPL Financial LLC | 175.53K | Jun 30, 26 | +30.30K | 1.88% |
| Marks Group Wealth Management, Inc | 172.44K | Jun 30, 26 | +87.32K | 1.85% |
| Portfolio Strategies, Inc. | 150.14K | Jun 30, 26 | -978 | 1.61% |
| Great Lakes Retirement, Inc. | 137.00K | Jun 30, 26 | -747 | 1.47% |
| Elevation Capital Advisory, LLC | 127.36K | Jun 30, 26 | +127.36K | 1.36% |
| MORGAN STANLEY | 106.45K | Jun 30, 26 | +81.30K | 1.14% |
| Cambridge Investment Research Advisors, Inc. | 105.41K | Jun 30, 26 | +4.17K | 1.13% |
| JPMORGAN CHASE & CO | 83.65K | Jun 30, 26 | -5.36K | 0.90% |
| COMMONWEALTH EQUITY SERVICES, LLC | 72.10K | Jun 30, 26 | -15.09K | 0.77% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 68.79K | Jun 30, 26 | -2.19K | 0.74% |
| GOLDMAN SACHS GROUP INC | 62.97K | Jun 30, 26 | -- | 0.67% |
| Cerity Partners LLC | 54.67K | Jun 30, 26 | -2.38K | 0.59% |
| ADVISORTRUST PARTNERS, LLC | 51.98K | Jun 30, 26 | +51.98K | 0.56% |
| ADVISOR GROUP HOLDINGS, INC. | 49.90K | Jun 30, 26 | +22.91K | 0.53% |
| TWO SIGMA INVESTMENTS, LP | 45.70K | Jun 30, 26 | +34.80K | 0.49% |
| Strategic Blueprint, LLC | 44.40K | Jun 30, 26 | +10.70K | 0.48% |
| Nova Wealth Management, Inc. | 39.02K | Jun 30, 26 | +24.77K | 0.42% |
| NewEdge Advisors, LLC | 32.28K | Jun 30, 26 | +9.56K | 0.35% |
| Rockefeller Capital Management L.P. | 31.93K | Jun 30, 26 | -11.21K | 0.34% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31.13K | Jun 30, 26 | +1.48K | 0.33% |
| PRINCIPAL SECURITIES, INC. | 27.88K | Jun 30, 26 | -3.72K | 0.30% |
| BANK OF AMERICA CORP /DE/ | 24.61K | Jun 30, 26 | -696 | 0.26% |
| Envestnet Portfolio Solutions, Inc. | 23.53K | Jun 30, 26 | +916 | 0.25% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 17.41K | Jun 30, 26 | +584 | 0.19% |
| Rehmann Capital Advisory Group | 17.15K | Jun 30, 26 | -- | 0.18% |
| SILVER OAK SECURITIES, INCORPORATED | 15.91K | Jun 30, 26 | +15.91K | 0.17% |
| AE Wealth Management LLC | 15.46K | Jun 30, 26 | +1.95K | 0.17% |
| Ameritas Advisory Services, LLC | 15.24K | Jun 30, 26 | +15.24K | 0.16% |
| Bryant Woods Investment Advisors, LLC | 11.94K | Jun 30, 26 | +13 | 0.13% |
| CITADEL ADVISORS LLC | 11.84K | Jun 30, 26 | +11.84K | 0.13% |
| Private Advisor Group, LLC | 11.38K | Jun 30, 26 | +11.38K | 0.12% |
| J.W. COLE ADVISORS, INC. | 11.09K | Jun 30, 26 | +11.09K | 0.12% |
| Madison Wealth Partners, Inc | 10.79K | Jun 30, 26 | +10.79K | 0.12% |
| CULLEN/FROST BANKERS, INC. | 10.25K | Jun 30, 26 | -90 | 0.11% |
| CALTON & ASSOCIATES, INC. | 9.27K | Jun 30, 26 | +2.69K | 0.10% |
| Integrated Wealth Concepts LLC | 9.03K | Jun 30, 26 | +865 | 0.10% |
| ROYAL BANK OF CANADA | 8.74K | Jun 30, 26 | -34.79K | 0.09% |
| Equitable Holdings, Inc. | 8.23K | Jun 30, 26 | +1.59K | 0.09% |
| Keystone Wealth Services, LLC | 7.46K | Jun 30, 26 | -- | 0.08% |
| Valmark Advisers, Inc. | 6.78K | Jun 30, 26 | -3.13K | 0.07% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6.63K | Jun 30, 26 | -419 | 0.07% |
| Inscription Capital, LLC | 6.61K | Jun 30, 26 | -- | 0.07% |
| Pensionmark Financial Group, LLC | 5.85K | Jun 30, 26 | -- | 0.06% |
| Ascent Group, LLC | 5.56K | Jun 30, 26 | +834 | 0.06% |
| JANE STREET GROUP, LLC | 5.56K | Jun 30, 26 | -10.52K | 0.06% |
| WESTBOURNE INVESTMENTS, INC. | 4.91K | Jun 30, 26 | -- | 0.05% |
| FIDUCIARY FINANCIAL ADVISORS | 4.76K | Jun 30, 26 | +1.77K | 0.05% |
| Global Retirement Partners, LLC | 4.52K | Jun 30, 26 | +4.52K | 0.05% |
| AXXCESS WEALTH MANAGEMENT, LLC | 4.34K | Jun 30, 26 | +4.34K | 0.05% |
| Darwin Wealth Management, LLC | 4.34K | Jun 30, 26 | +4 | 0.05% |
| HRT FINANCIAL LP | 4.27K | Jun 30, 26 | +4.27K | 0.05% |
| AssuredPartners Investment Advisors, LLC | 4.17K | Jun 30, 26 | -- | 0.04% |
| Linscomb & Williams, Inc. | 4.00K | Jun 30, 26 | -- | 0.04% |
| Sigma Planning Corp | 3.78K | Jun 30, 26 | +469 | 0.04% |
| TWIN PEAKS WEALTH ADVISORS, LLC | 3.67K | Jun 30, 26 | +2.64K | 0.04% |
| Mariner, LLC | 3.06K | Jun 30, 26 | -1.19K | 0.03% |
| Regal Investment Advisors LLC | 2.99K | Jun 30, 26 | +2.99K | 0.03% |
| MML INVESTORS SERVICES, LLC | 2.88K | Jun 30, 26 | +2.88K | 0.03% |
| Creative Planning | 2.86K | Jun 30, 26 | +2.86K | 0.03% |
| ShoreHaven Wealth Partners, LLC | 2.78K | Jun 30, 26 | -20 | 0.03% |
| SRS Capital Advisors, Inc. | 2.59K | Jun 30, 26 | +2.59K | 0.03% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2.49K | Jun 30, 26 | +131 | 0.03% |
| Capital Investment Counsel, Inc | 2.36K | Jun 30, 26 | -- | 0.03% |
| FIFTH THIRD SECURITIES, INC. | 2.16K | Jun 30, 26 | +2.16K | 0.02% |
| Advisory Services Network, LLC | 2.15K | Jun 30, 26 | -299 | 0.02% |
| Steward Partners Investment Advisory, LLC | 1.84K | Jun 30, 26 | +1.20K | 0.02% |
| High Point Wealth Management, LLC | 1.02K | Jun 30, 26 | +1 | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 879 | Jun 30, 26 | +36 | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 864 | Jun 30, 26 | +864 | 0.01% |
| Larson Financial Group LLC | 647 | Jun 30, 26 | -- | 0.01% |
| Cornerstone Planning Group LLC | 625 | Jun 30, 26 | -1 | 0.01% |
| IFG Advisory, LLC | 513 | Jun 30, 26 | +513 | 0.01% |
| Regatta Research & Money Management | 446 | Jun 30, 26 | +446 | 0.00% |
| Quest 10 Wealth Builders, Inc. | 429 | Jun 30, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 300 | Jun 30, 26 | -561 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 274 | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 244 | Jun 30, 26 | -41 | 0.00% |
| Plante Moran Financial Advisors, LLC | 244 | Jun 30, 26 | +244 | 0.00% |
| BLAIR WILLIAM & CO/IL | 220 | Jun 30, 26 | +214 | 0.00% |
| ASSETMARK, INC | 174 | Jun 30, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 164 | Jun 30, 26 | -- | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 164 | Jun 30, 26 | -- | 0.00% |
| Bogart Wealth, LLC | 130 | Jun 30, 26 | -- | 0.00% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 118 | Jun 30, 26 | -- | 0.00% |
| UBS Group AG | 83 | Jun 30, 26 | +83 | 0.00% |
| Community Financial Services Group, LLC | 80 | Jun 30, 26 | +80 | 0.00% |
| SHP Wealth Management | 67 | Jun 30, 26 | -- | 0.00% |
| BlackRock, Inc. | 64 | Jun 30, 26 | +64 | 0.00% |
| SIMPLEX TRADING, LLC | 59 | Jun 30, 26 | +59 | 0.00% |
| WELLS FARGO & COMPANY/MN | 57 | Jun 30, 26 | +39 | 0.00% |
| SIGNATUREFD, LLC | 51 | Jun 30, 26 | -- | 0.00% |
| Beaird Harris Wealth Management, LLC | 51 | Jun 30, 26 | +51 | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 44 | Jun 30, 26 | -- | 0.00% |
| Spire Wealth Management | 39 | Jun 30, 26 | -- | 0.00% |
| Allworth Financial LP | 30 | Jun 30, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 22 | Jun 30, 26 | -101 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 20 | Jun 30, 26 | +20 | 0.00% |
| Qube Research & Technologies Ltd | 15 | Jun 30, 26 | +15 | 0.00% |
| VANGUARD ADVISERS INC | 13 | Jun 30, 26 | -- | 0.00% |
| Kings Path Partners LLC | 5 | Jun 30, 26 | -- | 0.00% |
| HOWE & RUSLING INC | -- | Jun 30, 26 | -55 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -719 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -57 | -- |
| FIFTH THIRD BANCORP | -- | Jun 30, 26 | -62 | -- |
| CWM, LLC | 3.90K | Mar 31, 26 | +3.27K | 0.04% |
| Sunbelt Securities, Inc. | 1.95K | Mar 31, 26 | -38 | 0.02% |
| High Falls Advisors, Inc | 4.24K | Dec 31, 25 | -632 | 0.05% |
| Dentgroup LLC | 2.97K | Dec 31, 25 | +103 | 0.03% |
| CIBC Private Wealth Group, LLC | 412 | Dec 31, 25 | -48 | 0.00% |
| Atria Wealth Solutions, Inc. | 19.95K | Jun 30, 25 | -1.75K | 0.21% |
| Capital A Wealth Management, LLC | -- | Jun 30, 25 | -20 | -- |
| Raymond James Financial Services Advisors, Inc. | 39.35K | Sep 30, 24 | -5.16K | 0.42% |
| RAYMOND JAMES & ASSOCIATES | 21.64K | Sep 30, 24 | -28.04K | 0.23% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 300 | Jun 30, 24 | -- | 0.00% |
| Cetera Advisor Networks LLC | 11.82K | Mar 31, 24 | +951 | 0.13% |
| Cetera Advisors LLC | 3.83K | Mar 31, 24 | +3.83K | 0.04% |
| BMS Financial Advisors, LLC | 7.53K | Jun 30, 23 | -31.96K | 0.08% |
| Ahrens Investment Partners LLC | 30.08K | Mar 31, 23 | -7.96K | 0.32% |
| CFO4Life, L.P. | 47.75K | Dec 31, 22 | +47.75K | 0.51% |
| Newfound Research LLC | 64.78K | Sep 30, 22 | -7.64K | 0.69% |
| ACG Wealth | -- | Sep 30, 22 | -28 | -- |
| Partnervest Advisory Services LLC | 5.05K | Sep 30, 20 | -1.24K | 0.05% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 20.09K | Dec 31, 19 | -19.72K | 0.22% |
| Advisor Group, Inc. | 4.64K | Dec 31, 19 | +60 | 0.05% |
| Virtu KCG Holdings LLC | 29.01K | Jun 30, 17 | -10.91K | 0.31% |
| MSI Financial Services Inc | 325 | Dec 31, 16 | +325 | 0.00% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data