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 |
|---|---|---|---|---|
| Independence Financial Advisors, LLC | 700.11K | Sep 30, 26 | +29.00K | 0.92% |
| Roxbury Financial LLC | 11.42K | Sep 30, 26 | +145 | 0.01% |
| CoreCap Advisors, LLC | 9.18K | Sep 30, 26 | +4.60K | 0.01% |
| Breakwater Capital Group | 7.47K | Sep 30, 26 | +2.02K | 0.01% |
| Valeo Financial Advisors, LLC | 6.26K | Sep 30, 26 | +20 | 0.01% |
| Farther Finance Advisors, LLC | 3.47K | Sep 30, 26 | -83 | 0.00% |
| FMR LLC | 16.66M | Jun 30, 26 | +498.73K | 21.87% |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.65M | Jun 30, 26 | +648.00K | 3.48% |
| CITIGROUP INC | 1.80M | Jun 30, 26 | +1.80M | 2.36% |
| LPL Financial LLC | 986.43K | Jun 30, 26 | +257.07K | 1.29% |
| Independence Financial Advisors, LLC | 671.11K | Jun 30, 26 | -322.39K | 0.88% |
| Sowa Financial Group, Inc. | 656.48K | Jun 30, 26 | +8.26K | 0.86% |
| ADVISOR GROUP HOLDINGS, INC. | 579.15K | Jun 30, 26 | +396.83K | 0.76% |
| THRIVENT FINANCIAL FOR LUTHERANS | 485.01K | Jun 30, 26 | +7.82K | 0.64% |
| MORGAN STANLEY | 371.29K | Jun 30, 26 | +348.90K | 0.49% |
| RAYMOND JAMES FINANCIAL INC | 364.08K | Jun 30, 26 | +33.95K | 0.48% |
| Cetera Investment Advisers | 283.00K | Jun 30, 26 | +36.99K | 0.37% |
| Kestra Advisory Services, LLC | 278.28K | Jun 30, 26 | +139.24K | 0.37% |
| Advisory Resource Group | 225.69K | Jun 30, 26 | +11.24K | 0.30% |
| Weil Company, Inc. | 207.19K | Jun 30, 26 | -34.85K | 0.27% |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 159.75K | Jun 30, 26 | -8.73K | 0.21% |
| TWO SIGMA INVESTMENTS, LP | 150.30K | Jun 30, 26 | +150.30K | 0.20% |
| Cambridge Investment Research Advisors, Inc. | 138.35K | Jun 30, 26 | +33.41K | 0.18% |
| J.W. COLE ADVISORS, INC. | 135.37K | Jun 30, 26 | -2.68K | 0.18% |
| WELLS FARGO & COMPANY/MN | 128.95K | Jun 30, 26 | +79.40K | 0.17% |
| IHT Wealth Management, LLC | 102.69K | Jun 30, 26 | -20.63K | 0.13% |
| Investmark Advisory Group LLC | 99.48K | Jun 30, 26 | +6.93K | 0.13% |
| MML INVESTORS SERVICES, LLC | 97.14K | Jun 30, 26 | +38.03K | 0.13% |
| ENVESTNET ASSET MANAGEMENT INC | 93.70K | Jun 30, 26 | +20.47K | 0.12% |
| Stratos Wealth Partners, LTD. | 84.59K | Jun 30, 26 | +13.58K | 0.11% |
| ROYAL BANK OF CANADA | 82.97K | Jun 30, 26 | -1.40K | 0.11% |
| FCG Investment Co | 81.42K | Jun 30, 26 | -132.72K | 0.11% |
| Processus Wealth & Capital Management, LLC | 73.79K | Jun 30, 26 | -3.61K | 0.10% |
| GOLDMAN SACHS GROUP INC | 63.16K | Jun 30, 26 | +63.16K | 0.08% |
| Baird Financial Group, Inc. | 57.96K | Jun 30, 26 | -- | 0.08% |
| NewEdge Advisors, LLC | 52.26K | Jun 30, 26 | +10.00K | 0.07% |
| PRINCIPAL SECURITIES, INC. | 47.32K | Jun 30, 26 | +15.01K | 0.06% |
| Essex Financial Services, Inc. | 45.98K | Jun 30, 26 | -291 | 0.06% |
| MERCER GLOBAL ADVISORS INC /ADV | 36.73K | Jun 30, 26 | +16.85K | 0.05% |
| Investment Advisory Group, LLC | 35.33K | Jun 30, 26 | -456 | 0.05% |
| JAMES INVESTMENT RESEARCH INC | 33.94K | Jun 30, 26 | +4.95K | 0.04% |
| LYNCH & ASSOCIATES/IN | 33.09K | Jun 30, 26 | +33.09K | 0.04% |
| VESTIA PERSONAL WEALTH ADVISORS | 32.34K | Jun 30, 26 | -1.37K | 0.04% |
| MAI Capital Management | 31.61K | Jun 30, 26 | -22.01K | 0.04% |
| SUMMIT WEALTH GROUP LLC / CO | 31.40K | Jun 30, 26 | +35 | 0.04% |
| RASP WEALTH SOLUTIONS, LLC | 29.41K | Jun 30, 26 | +29.41K | 0.04% |
| Creative Planning | 28.34K | Jun 30, 26 | -2.64K | 0.04% |
| HARBOUR INVESTMENTS, INC. | 27.56K | Jun 30, 26 | +2.13K | 0.04% |
| CITADEL ADVISORS LLC | 25.91K | Jun 30, 26 | +25.91K | 0.03% |
| Colony Group, LLC | 24.45K | Jun 30, 26 | -6 | 0.03% |
| JFS WEALTH ADVISORS, LLC | 24.02K | Jun 30, 26 | +16.93K | 0.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 23.35K | Jun 30, 26 | +6.81K | 0.03% |
| CRA Financial Services, LLC | 22.90K | Jun 30, 26 | +12 | 0.03% |
| NFP Retirement, Inc. | 22.44K | Jun 30, 26 | +189 | 0.03% |
| BG Investment Services, Inc. | 21.27K | Jun 30, 26 | +3.32K | 0.03% |
| Harbor Asset Planning, Inc. | 20.67K | Jun 30, 26 | +73 | 0.03% |
| Mariner, LLC | 20.43K | Jun 30, 26 | -4.51K | 0.03% |
| PEAPACK GLADSTONE FINANCIAL CORP | 20.03K | Jun 30, 26 | -102 | 0.03% |
| Adviser Investments LLC | 20.02K | Jun 30, 26 | -- | 0.03% |
| Ball & Co Wealth Management Inc. | 19.86K | Jun 30, 26 | -457 | 0.03% |
| Alchemi Wealth, LLC | 18.39K | Jun 30, 26 | -185 | 0.02% |
| SRS Capital Advisors, Inc. | 18.34K | Jun 30, 26 | +18.34K | 0.02% |
| CAPTRUST FINANCIAL ADVISORS | 18.06K | Jun 30, 26 | +494 | 0.02% |
| WBH ADVISORY INC | 17.20K | Jun 30, 26 | +61 | 0.02% |
| PKS Advisory Services, LLC | 15.65K | Jun 30, 26 | -12.63K | 0.02% |
| WARNER FINANCIAL, INC | 15.27K | Jun 30, 26 | +6.26K | 0.02% |
| Advisory Services Network, LLC | 13.91K | Jun 30, 26 | +15 | 0.02% |
| Dunhill Financial, LLC | 13.79K | Jun 30, 26 | +46 | 0.02% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13.26K | Jun 30, 26 | +3.57K | 0.02% |
| Integrated Wealth Concepts LLC | 12.46K | Jun 30, 26 | +22 | 0.02% |
| Quantinno Capital Management LP | 12.09K | Jun 30, 26 | +3.18K | 0.02% |
| WEALTHSPAN PARTNERS, LLC | 11.60K | Jun 30, 26 | +11.60K | 0.02% |
| SpringVest Wealth Management LLC | 11.47K | Jun 30, 26 | +11.47K | 0.02% |
| Private Advisor Group, LLC | 11.21K | Jun 30, 26 | +1.00K | 0.01% |
| Wealthcare Advisory Partners LLC | 10.95K | Jun 30, 26 | +11 | 0.01% |
| Bestgate Wealth Advisors, LLC | 10.85K | Jun 30, 26 | -- | 0.01% |
| Centurion Wealth Management LLC | 10.74K | Jun 30, 26 | +3.45K | 0.01% |
| Modera Wealth Management, LLC | 10.73K | Jun 30, 26 | -- | 0.01% |
| PCA Investment Advisory Services Inc. | 10.71K | Jun 30, 26 | +10.71K | 0.01% |
| Ameritas Advisory Services, LLC | 10.71K | Jun 30, 26 | +10.71K | 0.01% |
| BANK OF AMERICA CORP /DE/ | 9.93K | Jun 30, 26 | -2.29K | 0.01% |
| UBS Group AG | 9.46K | Jun 30, 26 | +2.64K | 0.01% |
| Waverly Advisors, LLC | 9.45K | Jun 30, 26 | +247 | 0.01% |
| STIFEL FINANCIAL CORP | 9.30K | Jun 30, 26 | +2.69K | 0.01% |
| Summit Financial, LLC | 9.00K | Jun 30, 26 | -- | 0.01% |
| North Capital, Inc. | 8.88K | Jun 30, 26 | +31 | 0.01% |
| BRIGHTON JONES LLC | 8.77K | Jun 30, 26 | -298 | 0.01% |
| TRUIST FINANCIAL CORP | 8.69K | Jun 30, 26 | -209 | 0.01% |
| Harbor Group, Inc. | 8.68K | Jun 30, 26 | +31 | 0.01% |
| Lido Advisors, LLC | 8.36K | Jun 30, 26 | -4.45K | 0.01% |
| TBH Global Asset Management, LLC | 8.22K | Jun 30, 26 | +29 | 0.01% |
| Lifeworks Advisors, LLC | 7.98K | Jun 30, 26 | -- | 0.01% |
| Outlook Wealth Advisors, LLC | 7.95K | Jun 30, 26 | +28 | 0.01% |
| Clearstead Advisors, LLC | 7.83K | Jun 30, 26 | -- | 0.01% |
| Savant Capital, LLC | 7.68K | Jun 30, 26 | +7.68K | 0.01% |
| IFP Advisors, Inc | 7.58K | Jun 30, 26 | -211 | 0.01% |
| GSB Wealth Management, LLC | 7.27K | Jun 30, 26 | -274 | 0.01% |
| Evansbrook LLC | 7.13K | Jun 30, 26 | -7.47K | 0.01% |
| Regal Investment Advisors LLC | 7.13K | Jun 30, 26 | -128 | 0.01% |
| FMA Wealth Management, LLC | 7.08K | Jun 30, 26 | +25 | 0.01% |
| Cresset Asset Management, LLC | 6.97K | Jun 30, 26 | +5 | 0.01% |
| FORONJY FINANCIAL LLC | 6.89K | Jun 30, 26 | -1.64K | 0.01% |
| S&A Financial Services, Inc. | 6.81K | Jun 30, 26 | +6.81K | 0.01% |
| Geneva Partners, LLC | 6.68K | Jun 30, 26 | +6.68K | 0.01% |
| Cerity Partners LLC | 6.64K | Jun 30, 26 | +6.64K | 0.01% |
| CreativeOne Wealth, LLC | 6.51K | Jun 30, 26 | +300 | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 6.28K | Jun 30, 26 | +2.24K | 0.01% |
| CI Private Wealth, LLC | 6.21K | Jun 30, 26 | +6.21K | 0.01% |
| MARINO, STRAM & ASSOCIATES LLC | 6.18K | Jun 30, 26 | -- | 0.01% |
| Clark Asset Management, LLC | 6.15K | Jun 30, 26 | -- | 0.01% |
| Aufman Associates Inc | 6.13K | Jun 30, 26 | -- | 0.01% |
| MARSHALL WACE, LLP | 6.05K | Jun 30, 26 | +6.05K | 0.01% |
| WealthTrust Axiom LLC | 6.00K | Jun 30, 26 | -- | 0.01% |
| Larson Financial Group LLC | 5.94K | Jun 30, 26 | -3.43K | 0.01% |
| Merit Financial Group, LLC | 5.84K | Jun 30, 26 | +5.84K | 0.01% |
| AQR CAPITAL MANAGEMENT LLC | 5.77K | Jun 30, 26 | +5.77K | 0.01% |
| FIFTH THIRD SECURITIES, INC. | 5.71K | Jun 30, 26 | +5.71K | 0.01% |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 5.70K | Jun 30, 26 | +20 | 0.01% |
| Bensler, LLC | 5.64K | Jun 30, 26 | -738 | 0.01% |
| Sequoia Financial Advisors, LLC | 5.64K | Jun 30, 26 | +5.64K | 0.01% |
| Dynamic Financial Group | 5.63K | Jun 30, 26 | -104 | 0.01% |
| Main Street Financial Solutions, LLC | 5.36K | Jun 30, 26 | +5.36K | 0.01% |
| Neuberger Berman Group LLC | 5.33K | Jun 30, 26 | +5.33K | 0.01% |
| Odyssey Capital Advisors, Inc. | 5.23K | Jun 30, 26 | +5.23K | 0.01% |
| Genesis Wealth Advisors, LLC | 5.22K | Jun 30, 26 | +5.22K | 0.01% |
| EP Wealth Advisors, LLC | 5.14K | Jun 30, 26 | +5.14K | 0.01% |
| FORTRESS FINANCIAL GROUP, LLC | 5.10K | Jun 30, 26 | +5.10K | 0.01% |
| Key FInancial Inc | 5.06K | Jun 30, 26 | -- | 0.01% |
| MISSION WEALTH MANAGEMENT, LP | 5.02K | Jun 30, 26 | +5.02K | 0.01% |
| Global Retirement Partners, LLC | 4.65K | Jun 30, 26 | +4.65K | 0.01% |
| SITTNER & NELSON, LLC | 4.46K | Jun 30, 26 | -- | 0.01% |
| Innovative Asset Advisors Group, LLC | 4.36K | Jun 30, 26 | -- | 0.01% |
| Steward Partners Investment Advisory, LLC | 3.97K | Jun 30, 26 | -- | 0.01% |
| Richardson Capital Management LLC | 3.84K | Jun 30, 26 | -- | 0.01% |
| Cherry Tree Wealth Management, LLC | 3.64K | Jun 30, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 3.56K | Jun 30, 26 | -2.12K | 0.00% |
| Rockefeller Capital Management L.P. | 3.12K | Jun 30, 26 | +820 | 0.00% |
| AE Wealth Management LLC | 2.02K | Jun 30, 26 | -580 | 0.00% |
| Align Financial, LLC | 2.02K | Jun 30, 26 | -- | 0.00% |
| Cordant, Inc. | 1.98K | Jun 30, 26 | +7 | 0.00% |
| ASSETMARK, INC | 1.73K | Jun 30, 26 | +156 | 0.00% |
| North Star Investment Management Corp. | 1.71K | Jun 30, 26 | +6 | 0.00% |
| Lodestone Wealth Management LLC | 1.66K | Jun 30, 26 | -- | 0.00% |
| PIN OAK INVESTMENT ADVISORS INC | 1.41K | Jun 30, 26 | +1.41K | 0.00% |
| EverSource Wealth Advisors, LLC | 1.15K | Jun 30, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 1.01K | Jun 30, 26 | +719 | 0.00% |
| VANGUARD ADVISERS INC | 924 | Jun 30, 26 | +82 | 0.00% |
| Holos Integrated Wealth LLC | 875 | Jun 30, 26 | -- | 0.00% |
| Allworth Financial LP | 805 | Jun 30, 26 | -3 | 0.00% |
| Qube Research & Technologies Ltd | 794 | Jun 30, 26 | +401 | 0.00% |
| Founders Financial Alliance, LLC | 732 | Jun 30, 26 | -- | 0.00% |
| POM Investment Strategies, LLC | 721 | Jun 30, 26 | -- | 0.00% |
| FIFTH THIRD BANCORP | 717 | Jun 30, 26 | +697 | 0.00% |
| Register Financial Advisors LLC | 703 | Jun 30, 26 | -- | 0.00% |
| McCarthy Grittinger Financial Group, LLC | 633 | Jun 30, 26 | -- | 0.00% |
| US BANCORP \DE\ | 625 | Jun 30, 26 | +69 | 0.00% |
| Ancora Advisors, LLC | 500 | Jun 30, 26 | -- | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 463 | Jun 30, 26 | +379 | 0.00% |
| Decker Retirement Planning Inc. | 440 | Jun 30, 26 | -- | 0.00% |
| IFG Advisory, LLC | 397 | Jun 30, 26 | +397 | 0.00% |
| Russell Investments Group, Ltd. | 364 | Jun 30, 26 | -243 | 0.00% |
| SHP Wealth Management | 358 | Jun 30, 26 | -1.20K | 0.00% |
| TFC Financial Management, Inc. | 343 | Jun 30, 26 | +343 | 0.00% |
| Medallion Wealth Advisors, LLC | 333 | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 325 | Jun 30, 26 | -- | 0.00% |
| Abound Wealth Management | 325 | Jun 30, 26 | +1 | 0.00% |
| Capital Advisors, Ltd. LLC | 302 | Jun 30, 26 | +1 | 0.00% |
| Moisand Fitzgerald Tamayo, LLC | 286 | Jun 30, 26 | -- | 0.00% |
| CKW FINANCIAL GROUP | 236 | Jun 30, 26 | -- | 0.00% |
| Gleason Group, Inc. | 202 | Jun 30, 26 | +1 | 0.00% |
| Aptus Capital Advisors, LLC | 198 | Jun 30, 26 | -- | 0.00% |
| BAYBAN | 198 | Jun 30, 26 | -- | 0.00% |
| Ronald Blue Trust, Inc. | 193 | Jun 30, 26 | +1 | 0.00% |
| Westside Investment Management, Inc. | 136 | Jun 30, 26 | +136 | 0.00% |
| Geneos Wealth Management Inc. | 119 | Jun 30, 26 | -- | 0.00% |
| Community Financial Services Group, LLC | 109 | Jun 30, 26 | +109 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 108 | Jun 30, 26 | +108 | 0.00% |
| Networth Advisors, LLC | 99 | Jun 30, 26 | +1 | 0.00% |
| Asset Dedication, LLC | 95 | Jun 30, 26 | -- | 0.00% |
| Parkside Financial Bank & Trust | 90 | Jun 30, 26 | +90 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 78 | Jun 30, 26 | -- | 0.00% |
| LRI Investments, LLC | 63 | Jun 30, 26 | -5 | 0.00% |
| Capital Analysts, LLC | 49 | Jun 30, 26 | +49 | 0.00% |
| Roble, Belko & Company, Inc | 47 | Jun 30, 26 | -- | 0.00% |
| Parvin Asset Management, LLC | 33 | Jun 30, 26 | -- | 0.00% |
| JPL Wealth Management, LLC | 28 | Jun 30, 26 | -- | 0.00% |
| MCGUIRE CAPITAL ADVISORS INC | 23 | Jun 30, 26 | -- | 0.00% |
| Kings Path Partners LLC | 12 | Jun 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 2 | Jun 30, 26 | -- | 0.00% |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -11 | -- |
| Rossby Financial, LCC | -- | Jun 30, 26 | -253 | -- |
| CIBC Bancorp USA Inc. | -- | Jun 30, 26 | -6.66K | -- |
| HighTower Advisors, LLC | -- | Jun 30, 26 | -20.64K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -28.15K | -- |
| Operose Advisors LLC | -- | Jun 30, 26 | -117 | -- |
| Clarity Asset Management, Inc. | -- | Jun 30, 26 | -5.41K | -- |
| Winthrop Advisory Group LLC | -- | Jun 30, 26 | -6.04K | -- |
| UBS ASSET MANAGEMENT AMERICAS INC | -- | Jun 30, 26 | -17 | -- |
| Pathfinder Wealth Consulting, Inc. | 117.33K | Mar 31, 26 | +6.51K | 0.15% |
| Sunbelt Securities, Inc. | 47.08K | Mar 31, 26 | -1.55K | 0.06% |
| EXENCIAL WEALTH ADVISORS, LLC | 8.16K | Mar 31, 26 | +1.14K | 0.01% |
| Leo Wealth, LLC | 7.77K | Mar 31, 26 | -85 | 0.01% |
| CWM, LLC | 5.01K | Mar 31, 26 | +56 | 0.01% |
| CIBC Private Wealth Group, LLC | 6.63K | Dec 31, 25 | -103 | 0.01% |
| GPS Wealth Strategies Group, LLC | 84 | Dec 31, 25 | -- | 0.00% |
| COMERICA BANK | 20 | Dec 31, 25 | +14 | 0.00% |
| Ransom Advisory, Ltd | 17 | Dec 31, 25 | +17 | 0.00% |
| Stonegate Investment Group, LLC | 13.78K | Sep 30, 25 | -- | 0.02% |
| Lowe Wealth Advisors, LLC | 41 | Sep 30, 25 | -- | 0.00% |
| Glenmede Investment Management, LP | -- | Sep 30, 25 | -15.01K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 19.14K | Jun 30, 25 | +4.82K | 0.03% |
| Northeast Financial Consultants Inc | 6.97K | Jun 30, 25 | -465 | 0.01% |
| Semmax Financial Advisors Inc. | 20 | Jun 30, 25 | -- | 0.00% |
| Iron Horse Wealth Management, LLC | 1 | Jun 30, 25 | -- | 0.00% |
| Orion Portfolio Solutions, LLC | 9.19K | Mar 31, 25 | +1.15K | 0.01% |
| CAROLINAS WEALTH CONSULTING LLC | 506 | Mar 31, 25 | +2 | 0.00% |
| Essex Private Wealth Management, LLC | 58.37K | Sep 30, 24 | +250 | 0.08% |
| RAYMOND JAMES & ASSOCIATES | 22.89K | Sep 30, 24 | -278 | 0.03% |
| Raymond James Financial Services Advisors, Inc. | 22.02K | Sep 30, 24 | +6.04K | 0.03% |
| Carmichael Hill & Associates, Inc. | 1.28K | Sep 30, 24 | -- | 0.00% |
| Private Ocean, LLC | -- | Jun 30, 24 | -2.22K | -- |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data