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 |
|---|---|---|---|---|
| Farther Finance Advisors, LLC | -- | Sep 30, 26 | -9 | -- |
| UBS Group AG | 1.29M | Jun 30, 26 | +60.46K | 4.02% |
| MORGAN STANLEY | 837.42K | Jun 30, 26 | +61.47K | 2.61% |
| LPL Financial LLC | 298.40K | Jun 30, 26 | -17.29K | 0.93% |
| Invesco Ltd. | 217.86K | Jun 30, 26 | +2.90K | 0.68% |
| AMERIPRISE FINANCIAL INC | 176.39K | Jun 30, 26 | +8.13K | 0.55% |
| Cetera Investment Advisers | 176.03K | Jun 30, 26 | +9.37K | 0.55% |
| ROYAL BANK OF CANADA | 156.41K | Jun 30, 26 | -8.50K | 0.49% |
| BANK OF AMERICA CORP /DE/ | 149.44K | Jun 30, 26 | +2.44K | 0.46% |
| Fiera Capital Corp | 114.02K | Jun 30, 26 | +3.32K | 0.35% |
| ADVISOR GROUP HOLDINGS, INC. | 65.39K | Jun 30, 26 | +17.87K | 0.20% |
| COHEN & STEERS, INC. | 61.23K | Jun 30, 26 | -- | 0.19% |
| J.W. COLE ADVISORS, INC. | 58.24K | Jun 30, 26 | +58.24K | 0.18% |
| COMMONWEALTH EQUITY SERVICES, LLC | 52.10K | Jun 30, 26 | -32 | 0.16% |
| GUGGENHEIM CAPITAL LLC | 48.37K | Jun 30, 26 | -64.52K | 0.15% |
| Sowell Financial Services LLC | 46.40K | Jun 30, 26 | -1.71K | 0.14% |
| WELLS FARGO & COMPANY/MN | 45.59K | Jun 30, 26 | +5.11K | 0.14% |
| Pine Valley Investments Ltd Liability Co | 44.95K | Jun 30, 26 | -17.28K | 0.14% |
| Live Oak Private Wealth LLC | 38.63K | Jun 30, 26 | -- | 0.12% |
| Western Wealth Management, LLC | 32.23K | Jun 30, 26 | +24 | 0.10% |
| PHILADELPHIA TRUST CO | 27.82K | Jun 30, 26 | -- | 0.09% |
| Activest Wealth Management | 27.06K | Jun 30, 26 | -31.53K | 0.08% |
| Arkfeld Wealth Strategies, L.L.C. | 25.82K | Jun 30, 26 | +351 | 0.08% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 25.38K | Jun 30, 26 | -1.20K | 0.08% |
| Janney Montgomery Scott LLC | 23.70K | Jun 30, 26 | +1.53K | 0.07% |
| NewEdge Advisors, LLC | 20.76K | Jun 30, 26 | +3.16K | 0.06% |
| Gladstone Institutional Advisory LLC | 20.73K | Jun 30, 26 | +25 | 0.06% |
| HARBOUR INVESTMENTS, INC. | 19.65K | Jun 30, 26 | +299 | 0.06% |
| READYSTATE ASSET MANAGEMENT LP | 17.37K | Jun 30, 26 | +17.37K | 0.05% |
| KEYBANK NATIONAL ASSOCIATION/OH | 17.00K | Jun 30, 26 | -- | 0.05% |
| RAYMOND JAMES FINANCIAL INC | 15.99K | Jun 30, 26 | -1.19K | 0.05% |
| Focus Financial Network, Inc. | 14.78K | Jun 30, 26 | +2.26K | 0.05% |
| STIFEL FINANCIAL CORP | 14.46K | Jun 30, 26 | -- | 0.05% |
| Sanctuary Advisors, LLC | 14.41K | Jun 30, 26 | +113 | 0.04% |
| OneAscent Financial Services LLC | 12.75K | Jun 30, 26 | -- | 0.04% |
| WEDBUSH SECURITIES INC | 12.00K | Jun 30, 26 | -6.75K | 0.04% |
| Mariner, LLC | 11.46K | Jun 30, 26 | -882 | 0.04% |
| HRT FINANCIAL LP | 11.40K | Jun 30, 26 | +11.40K | 0.04% |
| B. Riley Wealth Advisors, Inc. | 11.29K | Jun 30, 26 | +135 | 0.04% |
| PW Nova Financial Services LLC | 10.85K | Jun 30, 26 | +241 | 0.03% |
| Cherry Creek Investment Advisors, Inc. | 10.00K | Jun 30, 26 | -- | 0.03% |
| Rockefeller Capital Management L.P. | 7.94K | Jun 30, 26 | -- | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 6.75K | Jun 30, 26 | +6.75K | 0.02% |
| ROTHSCHILD INVESTMENT LLC | 6.00K | Jun 30, 26 | +4.50K | 0.02% |
| COMPASS FINANCIAL MANAGEMENT LLC | 5.68K | Jun 30, 26 | +5.68K | 0.02% |
| Global Retirement Partners, LLC | 3.51K | Jun 30, 26 | +3.51K | 0.01% |
| FIFTH THIRD BANCORP | 3.25K | Jun 30, 26 | -3.22K | 0.01% |
| Integrated Wealth Concepts LLC | 2.61K | Jun 30, 26 | +2.61K | 0.01% |
| BankPlus Trust Department | 2.50K | Jun 30, 26 | -- | 0.01% |
| PRIVATE TRUST CO NA | 2.00K | Jun 30, 26 | -- | 0.01% |
| SRS Capital Advisors, Inc. | 1.66K | Jun 30, 26 | +1.66K | 0.01% |
| BARRETT & COMPANY, INC. | 1.25K | Jun 30, 26 | +28 | 0.00% |
| Crews Bank & Trust | 1.00K | Jun 30, 26 | +1.00K | 0.00% |
| LifeSteps Financial, Inc. | 750 | Jun 30, 26 | +750 | 0.00% |
| IFG Advisory, LLC | 731 | Jun 30, 26 | +731 | 0.00% |
| ENTRUST FINANCIAL LLC | 700 | Jun 30, 26 | +700 | 0.00% |
| Steward Partners Investment Advisory, LLC | 539 | Jun 30, 26 | +8 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 500 | Jun 30, 26 | -581 | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 500 | Jun 30, 26 | -- | 0.00% |
| CoreFirst Bank & Trust | 500 | Jun 30, 26 | -- | 0.00% |
| Institute for Wealth Management, LLC. | 495 | Jun 30, 26 | +495 | 0.00% |
| Geneos Wealth Management Inc. | 350 | Jun 30, 26 | -- | 0.00% |
| COUNTRY TRUST BANK | 200 | Jun 30, 26 | -- | 0.00% |
| Caldwell Trust Co | 195 | Jun 30, 26 | -195 | 0.00% |
| Allworth Financial LP | 180 | Jun 30, 26 | -- | 0.00% |
| Glass Jacobson Investment Advisors llc | 150 | Jun 30, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 71 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 5 | Jun 30, 26 | +5 | 0.00% |
| Larson Financial Group LLC | -- | Jun 30, 26 | -1.69K | -- |
| IHT Wealth Management, LLC | -- | Jun 30, 26 | -11.51K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -680 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -115 | -- |
| CIBC Private Wealth Group, LLC | 4.00K | Dec 31, 25 | -- | 0.01% |
| COMERICA BANK | 3.25K | Dec 31, 25 | -- | 0.01% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -14.07K | -- |
| Selway Asset Management | 26.83K | Mar 31, 25 | -680 | 0.08% |
| Tallon Kerry Patrick | 23.83K | Dec 31, 24 | +23.83K | 0.07% |
| Sanctuary Wealth Management, L.L.C. | 1.15K | Dec 31, 24 | -- | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 15.44K | Sep 30, 24 | -1.00K | 0.05% |
| RAYMOND JAMES & ASSOCIATES | -- | Sep 30, 24 | -10.99K | -- |
| Cetera Advisor Networks LLC | 112.22K | Mar 31, 24 | +389 | 0.35% |
| Cetera Advisors LLC | 12.90K | Mar 31, 24 | +12.90K | 0.04% |
| CAMBRIDGE TRUST CO | -- | Mar 31, 24 | -11.50K | -- |
| Baystate Wealth Management LLC | 304 | Dec 31, 23 | +304 | 0.00% |
| Bartlett & Co. LLC | -- | Dec 31, 23 | -300 | -- |
| Golden Green, Inc. | 43.77K | Sep 30, 23 | +1.03K | 0.14% |
| Endurance Wealth Management, Inc. | -- | Jun 30, 23 | -1.25K | -- |
| Ahrens Investment Partners LLC | 1.80K | Mar 31, 23 | +1.80K | 0.01% |
| American Portfolios Advisors | 12.24K | Sep 30, 22 | -827 | 0.04% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 21.83K | Sep 30, 21 | +1.40K | 0.07% |
| Partnervest Advisory Services LLC | 43.49K | Sep 30, 20 | +4.24K | 0.14% |
| Advisor Group, Inc. | 45.97K | Dec 31, 19 | +5.24K | 0.14% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 31.97K | Dec 31, 19 | -600 | 0.10% |
| NEXT Financial Holdings | 3.82K | Mar 31, 19 | +3.82K | 0.01% |
| Horizon Kinetics LLC | 24.43K | Dec 31, 18 | -1.46K | 0.08% |
| SII INVESTMENTS INC/WI | -- | Dec 31, 17 | -11.07K | -- |
| Commonwealth Equity Services, Inc | 28.94K | Jun 30, 17 | +9.98K | 0.09% |
| MSI Financial Services Inc | 52.02K | Dec 31, 16 | +26.95K | 0.16% |
| Pinnacle Summer Investments, Inc. | 239 | Dec 31, 15 | +239 | 0.00% |
| NEW ENGLAND SECURITIES CORP /MA/ | 100 | Dec 31, 14 | -- | 0.00% |
| UBS AG | 316.60K | Sep 30, 14 | -68.65K | 0.99% |
| TOWER TRUST Co | 50.96K | Mar 31, 14 | -- | 0.16% |
| SIGNET MANAGEMENT USA, LLC | 4.58K | Dec 31, 13 | +4.58K | 0.01% |
| KNIGHT CAPITAL GROUP LLC | -- | Jun 30, 13 | -10.48K | -- |
| First Allied Securities, Inc. | 3.00K | Jun 30, 12 | -103 | 0.01% |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 878.66K | Jun 30, 10 | +76.94K | 2.73% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
