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 |
|---|---|---|---|---|
| FMR LLC | 5.92M | Jun 30, 26 | -121.01K | 4.00% |
| MORGAN STANLEY | 822.73K | Jun 30, 26 | +8.82K | 0.56% |
| GOLDMAN SACHS GROUP INC | 703.12K | Jun 30, 26 | +1.87K | 0.48% |
| NATIXIS ADVISORS, L.P. | 501.37K | Jun 30, 26 | +4.46K | 0.34% |
| BANK OF AMERICA CORP /DE/ | 499.74K | Jun 30, 26 | +9.69K | 0.34% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 492.07K | Jun 30, 26 | +85.50K | 0.33% |
| JPMORGAN CHASE & CO | 481.86K | Jun 30, 26 | +56.32K | 0.33% |
| JONES FINANCIAL COMPANIES LLLP | 474.18K | Jun 30, 26 | +6.36K | 0.32% |
| ROYAL BANK OF CANADA | 450.54K | Jun 30, 26 | -3.47K | 0.30% |
| LAZARD ASSET MANAGEMENT LLC | 392.53K | Jun 30, 26 | -22.43K | 0.27% |
| Curated Wealth Partners LLC | 347.90K | Jun 30, 26 | +347.90K | 0.24% |
| CIBC Bancorp USA Inc. | 313.14K | Jun 30, 26 | -74.68K | 0.21% |
| TWO SIGMA INVESTMENTS, LP | 289.12K | Jun 30, 26 | +42.63K | 0.20% |
| BlackRock, Inc. | 271.08K | Jun 30, 26 | +10.80K | 0.18% |
| Bank of New York Mellon Corp | 207.80K | Jun 30, 26 | +188.45K | 0.14% |
| BNP PARIBAS ARBITRAGE, SNC | 207.16K | Jun 30, 26 | +39.81K | 0.14% |
| MARSHALL WACE, LLP | 186.37K | Jun 30, 26 | -113.13K | 0.13% |
| NORTHERN TRUST CORP | 180.99K | Jun 30, 26 | +3.52K | 0.12% |
| DIMENSIONAL FUND ADVISORS LP | 171.35K | Jun 30, 26 | +355 | 0.12% |
| MILLENNIUM MANAGEMENT LLC | 169.43K | Jun 30, 26 | -488 | 0.11% |
| CITADEL ADVISORS LLC | 154.13K | Jun 30, 26 | -20.32K | 0.10% |
| ABC ARBITRAGE SA | 153.67K | Jun 30, 26 | +19.41K | 0.10% |
| D. E. Shaw & Co., Inc. | 151.79K | Jun 30, 26 | +41.86K | 0.10% |
| ALLIANCEBERNSTEIN L.P. | 145.62K | Jun 30, 26 | +145.62K | 0.10% |
| Point72 Asset Management, L.P. | 116.08K | Jun 30, 26 | +74.23K | 0.08% |
| Quantinno Capital Management LP | 108.69K | Jun 30, 26 | +15.42K | 0.07% |
| ENVESTNET ASSET MANAGEMENT INC | 96.11K | Jun 30, 26 | +3.33K | 0.07% |
| Voleon Capital Management LP | 92.15K | Jun 30, 26 | +25.27K | 0.06% |
| RENAISSANCE TECHNOLOGIES LLC | 89.90K | Jun 30, 26 | +29.30K | 0.06% |
| WELLS FARGO & COMPANY/MN | 84.78K | Jun 30, 26 | -1.41K | 0.06% |
| Henry James International Management Inc. | 65.66K | Jun 30, 26 | +1.53K | 0.04% |
| UBS Group AG | 58.67K | Jun 30, 26 | +28.38K | 0.04% |
| RAYMOND JAMES FINANCIAL INC | 57.94K | Jun 30, 26 | -1.13K | 0.04% |
| Lansforsakringar Fondforvaltning AB (publ) | 54.55K | Jun 30, 26 | +54.55K | 0.04% |
| Quadrature Capital Ltd | 54.24K | Jun 30, 26 | +35.46K | 0.04% |
| Walter Public Investments Inc. | 53.35K | Jun 30, 26 | +53.35K | 0.04% |
| Northwest & Ethical Investments L.P. | 50.24K | Jun 30, 26 | +50.24K | 0.03% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 48.54K | Jun 30, 26 | +6.80K | 0.03% |
| Sixth Street Partners Management Company, L.P. | 48.54K | Jun 30, 26 | +48.54K | 0.03% |
| TRILLIUM ASSET MANAGEMENT, LLC | 47.05K | Jun 30, 26 | +4.18K | 0.03% |
| Creative Planning | 39.40K | Jun 30, 26 | +5.48K | 0.03% |
| Gradient Investments LLC | 38.96K | Jun 30, 26 | +1.56K | 0.03% |
| SEGALL BRYANT & HAMILL, LLC | 35.48K | Jun 30, 26 | -1.71K | 0.02% |
| JANE STREET GROUP, LLC | 34.84K | Jun 30, 26 | -64.95K | 0.02% |
| LPL Financial LLC | 31.66K | Jun 30, 26 | +6.44K | 0.02% |
| STIFEL FINANCIAL CORP | 31.18K | Jun 30, 26 | +2.34K | 0.02% |
| SG Americas Securities, LLC | 30.53K | Jun 30, 26 | -684 | 0.02% |
| Capital World Investors | 29.68K | Jun 30, 26 | -168 | 0.02% |
| DEUTSCHE BANK AG\ | 28.78K | Jun 30, 26 | +5.43K | 0.02% |
| Crossmark Global Holdings, Inc. | 25.18K | Jun 30, 26 | +9.17K | 0.02% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 25.11K | Jun 30, 26 | -309 | 0.02% |
| 1832 Asset Management L.P. | 23.55K | Jun 30, 26 | -2.36K | 0.02% |
| QUADRANT CAPITAL GROUP LLC | 22.03K | Jun 30, 26 | +12.35K | 0.01% |
| Graham Capital Management, L.P. | 20.68K | Jun 30, 26 | +17.59K | 0.01% |
| CAPITAL FUND MANAGEMENT S.A. | 19.63K | Jun 30, 26 | +19.63K | 0.01% |
| Nuveen, LLC | 18.90K | Jun 30, 26 | +18.90K | 0.01% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 18.82K | Jun 30, 26 | +18.82K | 0.01% |
| CAPTRUST FINANCIAL ADVISORS | 17.75K | Jun 30, 26 | +33 | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 17.11K | Jun 30, 26 | -529 | 0.01% |
| QRG CAPITAL MANAGEMENT, INC. | 16.72K | Jun 30, 26 | +1.80K | 0.01% |
| TD Waterhouse Canada Inc. | 16.31K | Jun 30, 26 | +10.48K | 0.01% |
| Tradewinds, LLC. | 16.23K | Jun 30, 26 | +16.23K | 0.01% |
| HANTZ FINANCIAL SERVICES, INC. | 15.63K | Jun 30, 26 | +2.25K | 0.01% |
| XTX Topco Ltd | 15.35K | Jun 30, 26 | -2.66K | 0.01% |
| Brinker Capital Investments, LLC | 15.22K | Jun 30, 26 | -731 | 0.01% |
| Vanguard Personalized Indexing Management, LLC | 15.06K | Jun 30, 26 | +1.70K | 0.01% |
| HRT FINANCIAL LP | 14.87K | Jun 30, 26 | +5.55K | 0.01% |
| Callan Family Office, LLC | 14.79K | Jun 30, 26 | +26 | 0.01% |
| Tower Research Capital LLC (TRC) | 14.73K | Jun 30, 26 | +12.87K | 0.01% |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 14.72K | Jun 30, 26 | -37 | 0.01% |
| FAYEZ SAROFIM & CO | 14.51K | Jun 30, 26 | -1.91K | 0.01% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 13.29K | Jun 30, 26 | +4.56K | 0.01% |
| Ethic Inc. | 13.20K | Jun 30, 26 | +2.80K | 0.01% |
| HighTower Advisors, LLC | 13.18K | Jun 30, 26 | +1.39K | 0.01% |
| Mariner, LLC | 12.46K | Jun 30, 26 | +639 | 0.01% |
| DV EQUITIES, LLC | 12.12K | Jun 30, 26 | +12.12K | 0.01% |
| LAIRD NORTON TRUST COMPANY, LLC | 12.05K | Jun 30, 26 | +53 | 0.01% |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | 11.53K | Jun 30, 26 | +120 | 0.01% |
| CI Private Wealth, LLC | 11.44K | Jun 30, 26 | +8.21K | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11.36K | Jun 30, 26 | -3 | 0.01% |
| SCOTIA CAPITAL INC. | 11.11K | Jun 30, 26 | -569 | 0.01% |
| Independent Advisor Alliance | 10.85K | Jun 30, 26 | +275 | 0.01% |
| Optiver Holding B.V. | 10.67K | Jun 30, 26 | +10.67K | 0.01% |
| Cerity Partners LLC | 10.60K | Jun 30, 26 | -453 | 0.01% |
| SIGNATUREFD, LLC | 10.42K | Jun 30, 26 | +379 | 0.01% |
| Cetera Investment Advisers | 9.88K | Jun 30, 26 | +381 | 0.01% |
| Uniplan Investment Counsel, Inc. | 9.76K | Jun 30, 26 | +9.76K | 0.01% |
| US BANCORP \DE\ | 9.73K | Jun 30, 26 | +404 | 0.01% |
| Trexquant Investment LP | 9.04K | Jun 30, 26 | +9.04K | 0.01% |
| Pathstone Holdings, LLC | 9.00K | Jun 30, 26 | +454 | 0.01% |
| NewEdge Advisors, LLC | 8.95K | Jun 30, 26 | +743 | 0.01% |
| Atria Investments, Inc | 8.86K | Jun 30, 26 | -157 | 0.01% |
| CITIGROUP INC | 8.61K | Jun 30, 26 | -1.70K | 0.01% |
| AMERIPRISE FINANCIAL INC | 8.45K | Jun 30, 26 | +484 | 0.01% |
| RITHOLTZ WEALTH MANAGEMENT | 8.43K | Jun 30, 26 | -85 | 0.01% |
| Envestnet Portfolio Solutions, Inc. | 8.38K | Jun 30, 26 | -145 | 0.01% |
| Vident Advisory, LLC | 8.31K | Jun 30, 26 | -402 | 0.01% |
| Quantbot Technologies LP | 7.76K | Jun 30, 26 | +7.76K | 0.01% |
| Russell Investments Group, Ltd. | 7.59K | Jun 30, 26 | +1.57K | 0.01% |
| MML INVESTORS SERVICES, LLC | 7.06K | Jun 30, 26 | +857 | 0.00% |
| FIRST TRUST ADVISORS LP | 6.97K | Jun 30, 26 | +510 | 0.00% |
| Sanctuary Advisors, LLC | 6.79K | Jun 30, 26 | +833 | 0.00% |
| Storgate, LLC | 6.60K | Jun 30, 26 | +3.76K | 0.00% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 6.46K | Jun 30, 26 | -2.07K | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 6.37K | Jun 30, 26 | -181 | 0.00% |
| Verdence Capital Advisors LLC | 6.28K | Jun 30, 26 | -145 | 0.00% |
| Henshaw Capital LLC | 6.20K | Jun 30, 26 | -- | 0.00% |
| FCA CORP /TX | 6.10K | Jun 30, 26 | -- | 0.00% |
| Fiera Capital Corp | 6.10K | Jun 30, 26 | +803 | 0.00% |
| SUMITOMO LIFE INSURANCE CO | 5.70K | Jun 30, 26 | -319 | 0.00% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 5.70K | Jun 30, 26 | -319 | 0.00% |
| RHUMBLINE ADVISERS | 5.57K | Jun 30, 26 | +345 | 0.00% |
| Vise Technologies, Inc. | 5.50K | Jun 30, 26 | +5.50K | 0.00% |
| BLAIR WILLIAM & CO/IL | 5.29K | Jun 30, 26 | +798 | 0.00% |
| SEI INVESTMENTS CO | 5.26K | Jun 30, 26 | +302 | 0.00% |
| EARNEST PARTNERS LLC | 5.13K | Jun 30, 26 | -192 | 0.00% |
| M&T BANK CORP | 5.12K | Jun 30, 26 | +231 | 0.00% |
| Steward Partners Investment Advisory, LLC | 4.96K | Jun 30, 26 | +4.88K | 0.00% |
| Aquatic Capital Management LLC | 4.92K | Jun 30, 26 | +2.44K | 0.00% |
| Colony Group, LLC | 4.92K | Jun 30, 26 | +452 | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 4.92K | Jun 30, 26 | -- | 0.00% |
| Americana Partners, LLC | 4.85K | Jun 30, 26 | +95 | 0.00% |
| CIBC Asset Management Inc | 4.71K | Jun 30, 26 | -661 | 0.00% |
| Janney Montgomery Scott LLC | 4.57K | Jun 30, 26 | +93 | 0.00% |
| Snowden Capital Advisors LLC | 4.43K | Jun 30, 26 | -230 | 0.00% |
| Moors & Cabot, Inc. | 4.30K | Jun 30, 26 | +44 | 0.00% |
| Rockefeller Capital Management L.P. | 4.17K | Jun 30, 26 | -306 | 0.00% |
| Expressive Wealth LLC | 4.14K | Jun 30, 26 | +4.14K | 0.00% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 4.11K | Jun 30, 26 | +40 | 0.00% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 3.92K | Jun 30, 26 | -51 | 0.00% |
| Promethos Capital, LLC | 3.82K | Jun 30, 26 | +3.82K | 0.00% |
| Sequoia Financial Advisors, LLC | 3.76K | Jun 30, 26 | +467 | 0.00% |
| IEQ CAPITAL, LLC | 3.75K | Jun 30, 26 | -12 | 0.00% |
| Verition Fund Management LLC | 3.40K | Jun 30, 26 | -- | 0.00% |
| Aaron Wealth Advisors LLC | 3.39K | Jun 30, 26 | +99 | 0.00% |
| Engineers Gate Manager LP | 3.38K | Jun 30, 26 | -3.82K | 0.00% |
| REGIONS FINANCIAL CORP | 3.38K | Jun 30, 26 | -454 | 0.00% |
| Versant Capital Management, Inc | 3.35K | Jun 30, 26 | +51 | 0.00% |
| Prospera Financial Services Inc | 3.34K | Jun 30, 26 | -19 | 0.00% |
| Cordatus Wealth Management LLC | 3.31K | Jun 30, 26 | +64 | 0.00% |
| Neuberger Berman Group LLC | 3.26K | Jun 30, 26 | +995 | 0.00% |
| Allspring Global Investments Holdings, LLC | 3.08K | Jun 30, 26 | +203 | 0.00% |
| Azimuth Capital Investment Management LLC | 3.00K | Jun 30, 26 | -- | 0.00% |
| J.Safra Asset Management Corp | 2.99K | Jun 30, 26 | -237 | 0.00% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 2.99K | Jun 30, 26 | -369 | 0.00% |
| Perigon Wealth Management, LLC | 2.96K | Jun 30, 26 | -235 | 0.00% |
| Caprock Group, LLC | 2.86K | Jun 30, 26 | +192 | 0.00% |
| STATE STREET CORP | 2.83K | Jun 30, 26 | -- | 0.00% |
| Summit Trail Advisors, LLC | 2.76K | Jun 30, 26 | +9 | 0.00% |
| SYON CAPITAL LLC | 2.69K | Jun 30, 26 | -303 | 0.00% |
| Connor, Clark & Lunn Investment Management Ltd. | 2.67K | Jun 30, 26 | -- | 0.00% |
| Frank, Rimerman Advisors LLC | 2.61K | Jun 30, 26 | +18 | 0.00% |
| Abundance Wealth Counselors | 2.57K | Jun 30, 26 | +860 | 0.00% |
| BANK OF MONTREAL /CAN/ | 2.56K | Jun 30, 26 | +235 | 0.00% |
| Aviso Financial Inc. | 2.55K | Jun 30, 26 | +130 | 0.00% |
| TRUIST FINANCIAL CORP | 2.50K | Jun 30, 26 | +154 | 0.00% |
| Ballentine Partners, LLC | 2.44K | Jun 30, 26 | +24 | 0.00% |
| FRANKLIN RESOURCES INC | 2.43K | Jun 30, 26 | -397 | 0.00% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2.32K | Jun 30, 26 | +71 | 0.00% |
| PUREfi Wealth, LLC | 2.28K | Jun 30, 26 | +204 | 0.00% |
| HB Wealth Management, LLC | 2.27K | Jun 30, 26 | +42 | 0.00% |
| Athena Wealth Management, LLC | 2.23K | Jun 30, 26 | +14 | 0.00% |
| PARK AVENUE SECURITIES LLC | 2.19K | Jun 30, 26 | +19 | 0.00% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 2.17K | Jun 30, 26 | -- | 0.00% |
| AQR CAPITAL MANAGEMENT LLC | 2.16K | Jun 30, 26 | -5.77K | 0.00% |
| Net Worth Advisory Group | 2.13K | Jun 30, 26 | +68 | 0.00% |
| Resources Investment Advisors, LLC. | 2.11K | Jun 30, 26 | +20 | 0.00% |
| Mattson Financial Services, LLC | 2.08K | Jun 30, 26 | -15 | 0.00% |
| CHOREO, LLC | 2.04K | Jun 30, 26 | +184 | 0.00% |
| GAMMA Investing LLC | 2.01K | Jun 30, 26 | +70 | 0.00% |
| Brown Financial Advisors | 1.98K | Jun 30, 26 | -36 | 0.00% |
| DENALI ADVISORS LLC | 1.96K | Jun 30, 26 | -456 | 0.00% |
| Squarepoint Ops LLC | 1.92K | Jun 30, 26 | +1.92K | 0.00% |
| PDS Planning, Inc | 1.92K | Jun 30, 26 | +13 | 0.00% |
| Atomi Financial Group, Inc. | 1.91K | Jun 30, 26 | +216 | 0.00% |
| RIA Advisory Group LLC | 1.90K | Jun 30, 26 | -6 | 0.00% |
| Savant Capital, LLC | 1.88K | Jun 30, 26 | -165 | 0.00% |
| Limestone Investment Advisors LP | 1.86K | Jun 30, 26 | -4.17K | 0.00% |
| Rehmann Capital Advisory Group | 1.85K | Jun 30, 26 | -6 | 0.00% |
| Lido Advisors, LLC | 1.77K | Jun 30, 26 | +1.77K | 0.00% |
| FLOW TRADERS U.S. LLC | 1.76K | Jun 30, 26 | +66 | 0.00% |
| KEYBANK NATIONAL ASSOCIATION/OH | 1.75K | Jun 30, 26 | +1.75K | 0.00% |
| Trek Financial, LLC | 1.73K | Jun 30, 26 | +1.73K | 0.00% |
| Advyzon Investment Management, LLC | 1.73K | Jun 30, 26 | +1.73K | 0.00% |
| Keebeck Wealth Management, LLC | 1.73K | Jun 30, 26 | +1.73K | 0.00% |
| Basecamp Wealth Advisors LLC | 1.72K | Jun 30, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 1.72K | Jun 30, 26 | +371 | 0.00% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1.68K | Jun 30, 26 | -145 | 0.00% |
| STEPHENS INC /AR/ | 1.67K | Jun 30, 26 | -11 | 0.00% |
| Stirlingshire Investments, Inc. | 1.67K | Jun 30, 26 | +1.67K | 0.00% |
| GLENMEDE TRUST CO NA | 1.61K | Jun 30, 26 | +46 | 0.00% |
| Dorsey & Whitney Trust CO LLC | 1.58K | Jun 30, 26 | -14 | 0.00% |
| Sowell Financial Services LLC | 1.54K | Jun 30, 26 | +1.54K | 0.00% |
| Farther Finance Advisors, LLC | 1.52K | Jun 30, 26 | -489 | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.49K | Jun 30, 26 | -202 | 0.00% |
| Cambridge Investment Research Advisors, Inc. | 1.44K | Jun 30, 26 | +1.44K | 0.00% |
| NewEdge Wealth, LLC | 1.44K | Jun 30, 26 | -1.26K | 0.00% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1.39K | Jun 30, 26 | +1.39K | 0.00% |
| BigSur Wealth Management LLC | 1.38K | Jun 30, 26 | +1.38K | 0.00% |
| Baron Wealth Management LLC | 1.36K | Jun 30, 26 | +1.36K | 0.00% |
| Dynasty Wealth Management, LLC | 1.36K | Jun 30, 26 | +1.36K | 0.00% |
| Ronald Blue Trust, Inc. | 1.35K | Jun 30, 26 | +13 | 0.00% |
| ANCHYRA PARTNERS LLC | 1.34K | Jun 30, 26 | +1.34K | 0.00% |
| Traveka Wealth, LLC | 1.32K | Jun 30, 26 | +1.32K | 0.00% |
| Argos Wealth Advisors, LLC | 1.26K | Jun 30, 26 | +1.26K | 0.00% |
| Checchi Capital Advisers, LLC | 1.24K | Jun 30, 26 | +1.24K | 0.00% |
| Vestmark Advisory Solutions, Inc. | 1.23K | Jun 30, 26 | -1.20K | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.21K | Jun 30, 26 | +322 | 0.00% |
| DRIVE WEALTH MANAGEMENT, LLC | 1.21K | Jun 30, 26 | +1.21K | 0.00% |
| ASSETMARK, INC | 1.20K | Jun 30, 26 | +306 | 0.00% |
| IHT Wealth Management, LLC | 1.16K | Jun 30, 26 | +1.16K | 0.00% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.10K | Jun 30, 26 | +123 | 0.00% |
| Allworth Financial LP | 1.02K | Jun 30, 26 | +5 | 0.00% |
| Clearstead Advisors, LLC | 892 | Jun 30, 26 | +892 | 0.00% |
| HUNTINGTON NATIONAL BANK | 867 | Jun 30, 26 | -102 | 0.00% |
| Smartleaf Asset Management LLC | 835 | Jun 30, 26 | -- | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 787 | Jun 30, 26 | -344 | 0.00% |
| EverSource Wealth Advisors, LLC | 727 | Jun 30, 26 | -757 | 0.00% |
| SRS Capital Advisors, Inc. | 673 | Jun 30, 26 | +383 | 0.00% |
| Pinnacle Wealth Planning Services, Inc. | 511 | Jun 30, 26 | +10 | 0.00% |
| BROWN BROTHERS HARRIMAN & CO | 494 | Jun 30, 26 | +161 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 475 | Jun 30, 26 | -125 | 0.00% |
| Integrated Wealth Concepts LLC | 471 | Jun 30, 26 | +471 | 0.00% |
| Cromwell Holdings LLC | 447 | Jun 30, 26 | -- | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 398 | Jun 30, 26 | -42 | 0.00% |
| BARCLAYS PLC | 392 | Jun 30, 26 | -427 | 0.00% |
| SBI Securities Co., Ltd. | 381 | Jun 30, 26 | -56 | 0.00% |
| Global Retirement Partners, LLC | 359 | Jun 30, 26 | +359 | 0.00% |
| Hilltop National Bank | 334 | Jun 30, 26 | -- | 0.00% |
| Parkside Financial Bank & Trust | 326 | Jun 30, 26 | +42 | 0.00% |
| TD PRIVATE CLIENT WEALTH LLC | 313 | Jun 30, 26 | +19 | 0.00% |
| Ares Financial Consulting, LLC | 263 | Jun 30, 26 | -- | 0.00% |
| HARBOUR INVESTMENTS, INC. | 248 | Jun 30, 26 | +6 | 0.00% |
| FIFTH THIRD BANCORP | 246 | Jun 30, 26 | +136 | 0.00% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 239 | Jun 30, 26 | -- | 0.00% |
| CULLEN/FROST BANKERS, INC. | 216 | Jun 30, 26 | -6 | 0.00% |
| Frazier Financial Advisors, LLC | 198 | Jun 30, 26 | -- | 0.00% |
| Owl Creek Wealth Partners LLC | 193 | Jun 30, 26 | -- | 0.00% |
| UMB Bank, n.a. | 190 | Jun 30, 26 | -- | 0.00% |
| Larson Financial Group LLC | 173 | Jun 30, 26 | +20 | 0.00% |
| BESSEMER GROUP INC | 171 | Jun 30, 26 | +102 | 0.00% |
| Morse Asset Management, Inc | 150 | Jun 30, 26 | -5.70K | 0.00% |
| V-Square Quantitative Management LLC | 142 | Jun 30, 26 | +142 | 0.00% |
| Wiser Advisor Group LLC | 141 | Jun 30, 26 | +1 | 0.00% |
| Ninety One UK Ltd | 134 | Jun 30, 26 | -- | 0.00% |
| Transamerica Financial Advisors, Inc. | 125 | Jun 30, 26 | +30 | 0.00% |
| Golden State Wealth Management, LLC | 124 | Jun 30, 26 | -- | 0.00% |
| Accent Capital Management, LLC | 99 | Jun 30, 26 | +99 | 0.00% |
| ALBION FINANCIAL GROUP /UT | 98 | Jun 30, 26 | -- | 0.00% |
| Three Bearings Fiduciary Advisors, Inc. | 96 | Jun 30, 26 | -- | 0.00% |
| FIRST HORIZON CORP | 94 | Jun 30, 26 | +94 | 0.00% |
| Salomon & Ludwin, LLC | 87 | Jun 30, 26 | -- | 0.00% |
| Rossby Financial, LCC | 82 | Jun 30, 26 | +34 | 0.00% |
| CENTRAL TRUST Co | 81 | Jun 30, 26 | -4 | 0.00% |
| EFG International AG | 78 | Jun 30, 26 | -3 | 0.00% |
| WELLINGTON-ALTUS USA INC. | 65 | Jun 30, 26 | -- | 0.00% |
| Ancora Advisors, LLC | 62 | Jun 30, 26 | -98 | 0.00% |
| ZRC WEALTH MANAGEMENT, LLC | 60 | Jun 30, 26 | +60 | 0.00% |
| Silver Grove Financial Group, Inc. | 58 | Jun 30, 26 | +58 | 0.00% |
| Bare Financial Services, Inc | 57 | Jun 30, 26 | +45 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 56 | Jun 30, 26 | -- | 0.00% |
| Cornerstone Planning Group LLC | 52 | Jun 30, 26 | +1 | 0.00% |
| True Wealth Design, LLC | 51 | Jun 30, 26 | -- | 0.00% |
| FINANCIAL CONSULATE, INC | 47 | Jun 30, 26 | +12 | 0.00% |
| Cassaday & Co Wealth Management LLC | 43 | Jun 30, 26 | -- | 0.00% |
| NBC SECURITIES, INC. | 42 | Jun 30, 26 | -1 | 0.00% |
| Kilter Group LLC | 37 | Jun 30, 26 | +36 | 0.00% |
| GW&K Investment Management, LLC | 36 | Jun 30, 26 | -- | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 34 | Jun 30, 26 | -- | 0.00% |
| Bravera Wealth | 30 | Jun 30, 26 | -- | 0.00% |
| Anchor Investment Management, LLC | 29 | Jun 30, 26 | +29 | 0.00% |
| First Command Advisory Services, Inc. | 28 | Jun 30, 26 | +9 | 0.00% |
| Signature Equity Partners, LLC | 25 | Jun 30, 26 | -- | 0.00% |
| MPWM ADVISORY SOLUTIONS, LLC | 25 | Jun 30, 26 | -- | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 24 | Jun 30, 26 | +24 | 0.00% |
| Independence Bank of Kentucky | 24 | Jun 30, 26 | -- | 0.00% |
| Buck Wealth Strategies, LLC | 23 | Jun 30, 26 | +23 | 0.00% |
| Park Place Capital Corp | 21 | Jun 30, 26 | -- | 0.00% |
| MANNING & NAPIER ADVISORS LLC | 21 | Jun 30, 26 | -- | 0.00% |
| Investment Research & Advisory Group, Inc. | 19 | Jun 30, 26 | -- | 0.00% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 16 | Jun 30, 26 | -- | 0.00% |
| Principia Wealth Advisory, LLC | 16 | Jun 30, 26 | -- | 0.00% |
| Synergy Investment Management, LLC | 16 | Jun 30, 26 | +16 | 0.00% |
| IFP Advisors, Inc | 15 | Jun 30, 26 | -- | 0.00% |
| SHP Wealth Management | 14 | Jun 30, 26 | -- | 0.00% |
| Key Capital Management, INC | 13 | Jun 30, 26 | -- | 0.00% |
| IMA Wealth, Inc. | 13 | Jun 30, 26 | +4 | 0.00% |
| American Capital Advisory, LLC | 12 | Jun 30, 26 | -- | 0.00% |
| Asset Dedication, LLC | 12 | Jun 30, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 12 | Jun 30, 26 | -- | 0.00% |
| Physician Wealth Advisors, Inc. | 11 | Jun 30, 26 | +4 | 0.00% |
| Cornerstone Financial Management LLC | 11 | Jun 30, 26 | +4 | 0.00% |
| MV CAPITAL MANAGEMENT, INC. | 11 | Jun 30, 26 | +3 | 0.00% |
| GHP Investment Advisors, Inc. | 11 | Jun 30, 26 | -- | 0.00% |
| Creative Capital Management Investments LLC | 10 | Jun 30, 26 | +10 | 0.00% |
| BOK Financial Private Wealth, Inc. | 10 | Jun 30, 26 | +10 | 0.00% |
| Arlington Trust Co LLC | 10 | Jun 30, 26 | -- | 0.00% |
| Plante Moran Financial Advisors, LLC | 9 | Jun 30, 26 | +9 | 0.00% |
| Benson Wealth Management INC | 9 | Jun 30, 26 | -- | 0.00% |
| RAFFA WEALTH MANAGEMENT, LLC | 7 | Jun 30, 26 | -- | 0.00% |
| GILL CAPITAL PARTNERS, LLC | 7 | Jun 30, 26 | -- | 0.00% |
| N.E.W. Advisory Services LLC | 7 | Jun 30, 26 | +7 | 0.00% |
| Private Wealth Asset Management, LLC | 7 | Jun 30, 26 | -- | 0.00% |
| NBT BANK N A /NY | 7 | Jun 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 7 | Jun 30, 26 | -55 | 0.00% |
| ARMSTRONG ADVISORY GROUP, INC | 7 | Jun 30, 26 | -- | 0.00% |
| Retirement Wealth Solutions LLC | 6 | Jun 30, 26 | +3 | 0.00% |
| ST GERMAIN D J CO INC | 6 | Jun 30, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | Jun 30, 26 | -- | 0.00% |
| Breakwater Investment Management | 6 | Jun 30, 26 | +6 | 0.00% |
| MOTCO | 6 | Jun 30, 26 | +6 | 0.00% |
| Capital Analysts, LLC | 5 | Jun 30, 26 | +5 | 0.00% |
| LRI Investments, LLC | 5 | Jun 30, 26 | +3 | 0.00% |
| Highland Investment Advisors LLC | 4 | Jun 30, 26 | +4 | 0.00% |
| Trifecta Capital Advisors, LLC | 4 | Jun 30, 26 | +4 | 0.00% |
| Burk Holdings LLC | 4 | Jun 30, 26 | -- | 0.00% |
| Bell Investment Advisors, Inc | 4 | Jun 30, 26 | -- | 0.00% |
| Downshift Financial, LLC | 3 | Jun 30, 26 | +3 | 0.00% |
| Geneos Wealth Management Inc. | 3 | Jun 30, 26 | +3 | 0.00% |
| Monetary Solutions, Ltd | 2 | Jun 30, 26 | +2 | 0.00% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 2 | Jun 30, 26 | +2 | 0.00% |
| Abound Wealth Management | 1 | Jun 30, 26 | -- | 0.00% |
| Bogart Wealth, LLC | 1 | Jun 30, 26 | +1 | 0.00% |
| Schonfeld Strategic Advisors LLC | -- | Jun 30, 26 | -18.01K | -- |
| Burkett Asset Management Ltd | -- | Jun 30, 26 | -19.76K | -- |
| Essential Partners LLC | -- | Jun 30, 26 | -75 | -- |
| Private Advisor Group, LLC | -- | Jun 30, 26 | -1.55K | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -190 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -254 | -- |
| MBM Wealth Consultants, LLC | -- | Jun 30, 26 | -4 | -- |
| Aperture Investors, LLC | -- | Jun 30, 26 | -8.20K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -20 | -- |
| Dynamic Technology Lab Private Ltd | -- | Jun 30, 26 | -7.39K | -- |
| Entropy Technologies, LP | -- | Jun 30, 26 | -1.50K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -16 | -- |
| Spire Wealth Management | -- | Jun 30, 26 | -5 | -- |
| Headlands Technologies LLC | -- | Jun 30, 26 | -2.56K | -- |
| Holocene Advisors, LP | -- | Jun 30, 26 | -8.33K | -- |
| Whipplewood Advisors, LLC | -- | Jun 30, 26 | -12 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -161 | -- |
| Richardson Capital Management LLC | -- | Jun 30, 26 | -19 | -- |
| Campbell & CO Investment Adviser LLC | -- | Jun 30, 26 | -7.71K | -- |
| YOUSIF CAPITAL MANAGEMENT, LLC | -- | Jun 30, 26 | -1.61K | -- |
| Lighthouse Investment Partners, LLC | -- | Jun 30, 26 | -5.29K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -65 | -- |
| SJS Investment Consulting Inc. | -- | Jun 30, 26 | -3 | -- |
| Annis Gardner Whiting Capital Advisors, LLC | -- | Jun 30, 26 | -12 | -- |
| FOX RUN MANAGEMENT, L.L.C. | -- | Jun 30, 26 | -3.73K | -- |
| Destiny Wealth Partners, LLC | -- | Jun 30, 26 | -97 | -- |
| Caitong International Asset Management Co., Ltd | -- | Jun 30, 26 | -737 | -- |
| WINTON GROUP Ltd | -- | Jun 30, 26 | -5.10K | -- |
| Jain Global LLC | -- | Jun 30, 26 | -1.59K | -- |
| Skopos Labs, Inc. | 13.61K | Mar 31, 26 | +5.01K | 0.01% |
| CWM, LLC | 498 | Mar 31, 26 | -137 | 0.00% |
| CCLA Investment Management | 811.66K | Dec 31, 25 | +811.66K | 0.55% |
| CIBC Private Wealth Group, LLC | 368.49K | Dec 31, 25 | +17.84K | 0.25% |
| ORG Partners LLC | 20 | Dec 31, 25 | -- | 0.00% |
| TWO SIGMA ADVISERS, LP | -- | Dec 31, 25 | -7.00K | -- |
| WETHERBY ASSET MANAGEMENT INC | 8.46K | Sep 30, 25 | -162 | 0.01% |
| Jarislowsky, Fraser Ltd | 7.43K | Sep 30, 25 | +45 | 0.01% |
| Gitterman Wealth Management, LLC | 2.42K | Sep 30, 25 | +222 | 0.00% |
| Binnacle Investments Inc | 18 | Sep 30, 25 | -- | 0.00% |
| Cubist Systematic Strategies, LLC | -- | Sep 30, 25 | -134.49K | -- |
| Atria Wealth Solutions, Inc. | 5.21K | Jun 30, 25 | +1.74K | 0.00% |
| AVANTAX ADVISORY SERVICES, INC. | 3.11K | Jun 30, 25 | +1.04K | 0.00% |
| First Horizon Advisors, Inc. | 254 | Jun 30, 25 | +75 | 0.00% |
| Orion Portfolio Solutions, LLC | 15.36K | Mar 31, 25 | +472 | 0.01% |
| Schechter Investment Advisors, LLC | 2.20K | Mar 31, 25 | +2.20K | 0.00% |
| Lindbrook Capital, LLC | 474 | Mar 31, 25 | +1 | 0.00% |
| LAKE STREET ADVISORS GROUP, LLC | 3.13K | Dec 31, 24 | -222 | 0.00% |
| Zions Bancorporation, N.A. | 38 | Dec 31, 24 | -98 | 0.00% |
| RE Dickinson Investment Advisors, LLC | 17 | Dec 31, 24 | -- | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 106.78K | Sep 30, 24 | -16.45K | 0.07% |
| First Trust Direct Indexing L.P. | 11.44K | Sep 30, 24 | -557 | 0.01% |
| SEVEN EIGHT CAPITAL, LP | 8.85K | Sep 30, 24 | +8.85K | 0.01% |
| FinTrust Capital Advisors, LLC | 75 | Sep 30, 24 | -- | 0.00% |
| RAYMOND JAMES TRUST N.A. | -- | Sep 30, 24 | -2.12K | -- |
| BlackRock Inc. | 229.36K | Jun 30, 24 | +14.68K | 0.16% |
| MCKINLEY CAPITAL MANAGEMENT LLC | 3.89K | Jun 30, 24 | -3 | 0.00% |
| Cetera Advisor Networks LLC | 2.38K | Mar 31, 24 | -186 | 0.00% |
| ADVISOR PARTNERS II, LLC | 6.45K | Sep 30, 23 | +1.23K | 0.00% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 4.77K | Sep 30, 23 | -25 | 0.00% |
| PATHSTONE FAMILY OFFICE, LLC | 4.35K | Sep 30, 23 | +771 | 0.00% |
| Column Capital Advisors, LLC | 26 | Sep 30, 23 | -- | 0.00% |
| WIPFLI FINANCIAL ADVISORS LLC, | 757 | Sep 30, 22 | +757 | 0.00% |
| MUFG Americas Holdings Corp | 40 | Sep 30, 22 | -- | 0.00% |
| FourThought Financial, LLC | 37 | Sep 30, 22 | -- | 0.00% |
| Altium Wealth Management LLC | 5.79K | Jun 30, 22 | -814 | 0.00% |
| Fieldpoint Private Securities, LLC | 10 | Jun 30, 22 | -119 | 0.00% |
| ADVISOR PARTNERS LLC | -- | Jun 30, 22 | -5.07K | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 592.77K | Mar 31, 22 | +74.74K | 0.40% |
| Azimuth Capital Management LLC | 3.00K | Mar 31, 22 | +3.00K | 0.00% |
| Dixon Hughes Goodman Wealth Advisors LLC | 18 | Mar 31, 22 | -- | 0.00% |
| Marshall Wace North America L.P. | 62.01K | Sep 30, 21 | +62.01K | 0.04% |
| Berman Capital Advisors, LLC | 178 | Sep 30, 21 | -38 | 0.00% |
| Aperio Group, LLC | 197.50K | Dec 31, 20 | +8.07K | 0.13% |
| OLD MISSION CAPITAL, LLC | 142.37K | Dec 31, 20 | +142.37K | 0.10% |
| QUANTUM CAPITAL MANAGEMENT | -- | Sep 30, 20 | -1.65K | -- |
| NumerixS Investment Technologies Inc | 1.60K | Jun 30, 20 | +400 | 0.00% |
| TRUEWEALTH LLC | 42 | Jun 30, 20 | -- | 0.00% |
| CIBC BANK USA | 4.91K | Dec 31, 19 | -103 | 0.00% |
| Advisor Group, Inc. | 4.62K | Dec 31, 19 | +79 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1.17K | Dec 31, 19 | +834 | 0.00% |
| BB&T SECURITIES, LLC | 7.05K | Sep 30, 19 | +781 | 0.00% |
| CAPITAL GUARDIAN TRUST CO | 214.48K | Jun 30, 19 | +7.51K | 0.15% |
