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 |
|---|---|---|---|---|
| Stonebridge Financial Group, LLC | 10.46K | Sep 30, 26 | -150 | 0.89% |
| PRIVATE CLIENT SERVICES, LLC | -- | Sep 30, 26 | -48.59K | -- |
| Gradient Investments LLC | 841.47K | Jun 30, 26 | +841.47K | 71.59% |
| SageView Advisory Group, LLC | 259.72K | Jun 30, 26 | -11.05K | 22.10% |
| Creative Planning | 259.72K | Jun 30, 26 | -11.05K | 22.10% |
| HARBOUR INVESTMENTS, INC. | 143.42K | Jun 30, 26 | +134.31K | 12.20% |
| SYON CAPITAL LLC | 106.17K | Jun 30, 26 | +66.01K | 9.03% |
| Cetera Investment Advisers | 102.10K | Jun 30, 26 | +4.07K | 8.69% |
| CORRADO ADVISORS, LLC | 85.87K | Jun 30, 26 | -1.50K | 7.31% |
| Beacon Pointe Advisors, LLC | 78.03K | Jun 30, 26 | +2.19K | 6.64% |
| COMMONWEALTH EQUITY SERVICES, LLC | 74.99K | Jun 30, 26 | +21.09K | 6.38% |
| Private Advisor Group, LLC | 71.97K | Jun 30, 26 | -1.65K | 6.12% |
| ENVESTNET ASSET MANAGEMENT INC | 70.34K | Jun 30, 26 | +136 | 5.98% |
| MML INVESTORS SERVICES, LLC | 69.81K | Jun 30, 26 | +3.88K | 5.94% |
| Bright Futures Wealth Management, LLC. | 65.67K | Jun 30, 26 | +65.67K | 5.59% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 60.58K | Jun 30, 26 | +8.10K | 5.15% |
| HighTower Advisors, LLC | 59.33K | Jun 30, 26 | +36.57K | 5.05% |
| Colony Group, LLC | 54.00K | Jun 30, 26 | -1.90K | 4.59% |
| MAI Capital Management | 52.14K | Jun 30, 26 | +51.03K | 4.44% |
| ADVISOR GROUP HOLDINGS, INC. | 50.51K | Jun 30, 26 | +23.56K | 4.30% |
| Cerity Partners LLC | 42.28K | Jun 30, 26 | +9.47K | 3.60% |
| Kestra Advisory Services, LLC | 37.58K | Jun 30, 26 | -8.97K | 3.20% |
| LPL Financial LLC | 33.10K | Jun 30, 26 | +5.74K | 2.82% |
| Diligent Investors, LLC | 26.48K | Jun 30, 26 | +2.20K | 2.25% |
| FIDUCIARY FINANCIAL GROUP, LLC | 24.47K | Jun 30, 26 | +1.92K | 2.08% |
| Americana Partners, LLC | 24.15K | Jun 30, 26 | -68.03K | 2.05% |
| CAPTRUST FINANCIAL ADVISORS | 23.00K | Jun 30, 26 | -- | 1.96% |
| Beacon Financial Advisory LLC | 22.74K | Jun 30, 26 | +5.09K | 1.93% |
| PFS Partners, LLC | 21.23K | Jun 30, 26 | +14.74K | 1.81% |
| TRUIST FINANCIAL CORP | 18.96K | Jun 30, 26 | +4.51K | 1.61% |
| Advus Financial Partners, LLC | 17.75K | Jun 30, 26 | +1.85K | 1.51% |
| ACCESS FINANCIAL SERVICES, INC. | 17.52K | Jun 30, 26 | -104.80K | 1.49% |
| Old Port Advisors | 17.46K | Jun 30, 26 | +17.46K | 1.49% |
| Cambridge Investment Research Advisors, Inc. | 16.91K | Jun 30, 26 | +685 | 1.44% |
| NewEdge Advisors, LLC | 16.74K | Jun 30, 26 | +5.71K | 1.42% |
| Cornerstone Wealth Group, LLC | 16.50K | Jun 30, 26 | -1.95K | 1.40% |
| GILL CAPITAL PARTNERS, LLC | 16.17K | Jun 30, 26 | +1.12K | 1.38% |
| Ballast Rock Private Wealth LLC | 16.08K | Jun 30, 26 | -- | 1.37% |
| Cypress Wealth Services, LLC | 15.73K | Jun 30, 26 | +15.73K | 1.34% |
| IFP Advisors, Inc | 14.84K | Jun 30, 26 | +6.46K | 1.26% |
| Resources Investment Advisors, LLC. | 14.00K | Jun 30, 26 | +14.00K | 1.19% |
| PFG Advisors | 13.78K | Jun 30, 26 | -247 | 1.17% |
| Straight Path Wealth Management | 13.58K | Jun 30, 26 | -- | 1.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 12.79K | Jun 30, 26 | +2.04K | 1.09% |
| OLD MISSION CAPITAL LLC | 12.72K | Jun 30, 26 | +12.72K | 1.08% |
| RAYMOND JAMES FINANCIAL INC | 12.67K | Jun 30, 26 | -1.80K | 1.08% |
| GTS FINANCIAL, LLC | 10.65K | Jun 30, 26 | +10.65K | 0.91% |
| BCS Wealth Management | 10.39K | Jun 30, 26 | -- | 0.88% |
| Lantz Financial LLC | 10.09K | Jun 30, 26 | -185 | 0.86% |
| Trek Financial, LLC | 10.05K | Jun 30, 26 | -597 | 0.86% |
| Brown Financial Advisors | 9.71K | Jun 30, 26 | +9.71K | 0.83% |
| Cornerstone Wealth, LLC/TN | 9.28K | Jun 30, 26 | -- | 0.79% |
| Evergreen Wealth Solutions, LLC | 8.48K | Jun 30, 26 | +8.48K | 0.72% |
| Wealth Alliance | 7.96K | Jun 30, 26 | -- | 0.68% |
| D.B. Root & Company, LLC | 7.54K | Jun 30, 26 | +361 | 0.64% |
| Berger Financial Group, Inc | 7.09K | Jun 30, 26 | -3.58K | 0.60% |
| Belpointe Asset Management LLC | 6.94K | Jun 30, 26 | +6.94K | 0.59% |
| Allworth Financial LP | 6.55K | Jun 30, 26 | -28.10K | 0.56% |
| TrustBank | 5.63K | Jun 30, 26 | +5.63K | 0.48% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4.50K | Jun 30, 26 | +3.40K | 0.38% |
| DHJJ Financial Advisors, Ltd. | 4.23K | Jun 30, 26 | -- | 0.36% |
| CoreCap Advisors, LLC | 3.30K | Jun 30, 26 | +3.30K | 0.28% |
| Steward Partners Investment Advisory, LLC | 3.13K | Jun 30, 26 | -- | 0.27% |
| Capital Analysts, LLC | 2.27K | Jun 30, 26 | -- | 0.19% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1.75K | Jun 30, 26 | -1 | 0.15% |
| AdvisorNet Financial, Inc | 1.31K | Jun 30, 26 | -- | 0.11% |
| Farther Finance Advisors, LLC | 495 | Jun 30, 26 | -- | 0.04% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 250 | Jun 30, 26 | +250 | 0.02% |
| MCGUIRE CAPITAL ADVISORS INC | 245 | Jun 30, 26 | -- | 0.02% |
| AE Wealth Management LLC | 150 | Jun 30, 26 | +150 | 0.01% |
| EverSource Wealth Advisors, LLC | 100 | Jun 30, 26 | -- | 0.01% |
| Capital Investment Advisory Services, LLC | 68 | Jun 30, 26 | +68 | 0.01% |
| Atlantic Private Wealth, LLC | -- | Jun 30, 26 | -3.50K | -- |
| HFG Wealth Management, LLC | -- | Jun 30, 26 | -9.75K | -- |
| PRINCIPAL SECURITIES, INC. | -- | Jun 30, 26 | -18.74K | -- |
| ROYAL BANK OF CANADA | -- | Jun 30, 26 | -16.70K | -- |
| WELLINGTON-ALTUS USA INC. | -- | Jun 30, 26 | -5.00K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -2.00K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -14.59K | -- |
| Cresset Asset Management, LLC | -- | Jun 30, 26 | -20.24K | -- |
| Anfield Capital Management, LLC | 755 | Mar 31, 26 | +755 | 0.06% |
| Sunbelt Securities, Inc. | 89 | Mar 31, 26 | -- | 0.01% |
| Strategic Wealth Partners Group LLC | 40.69K | Mar 31, 24 | +40.69K | 3.46% |
