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 |
|---|---|---|---|---|
| Weaver Consulting Group | 150.91K | Sep 30, 26 | +970 | 4.50% |
| Cape Investment Advisory, Inc. | 81.52K | Sep 30, 26 | +90 | 2.43% |
| Miller Global Investments, LLC | 14.23K | Sep 30, 26 | -76 | 0.42% |
| Krilogy Financial LLC | 12.14K | Sep 30, 26 | -185 | 0.36% |
| SAPIENT CAPITAL LLC | 9.35K | Sep 30, 26 | +1.50K | 0.28% |
| Tactive Advisors, LLC | 8.33K | Sep 30, 26 | -1.39K | 0.25% |
| Atlas Brown,Inc. | 5.00K | Sep 30, 26 | -- | 0.15% |
| Vann Equity Management LLC | 4.47K | Sep 30, 26 | +86 | 0.13% |
| HARBOR INVESTMENT ADVISORY, LLC | 655 | Sep 30, 26 | -- | 0.02% |
| Rydar Equities, Inc. | 56 | Sep 30, 26 | +56 | 0.00% |
| Consolidated Planning Corp | 685.11K | Jun 30, 26 | +10.42K | 20.45% |
| RAYMOND JAMES FINANCIAL INC | 225.72K | Jun 30, 26 | +106.12K | 6.74% |
| Rockefeller Capital Management L.P. | 201.38K | Jun 30, 26 | -12.33K | 6.01% |
| Hedeker Wealth, LLC | 169.43K | Jun 30, 26 | +7.07K | 5.06% |
| Englebert Financial Advisers, LLC | 168.14K | Jun 30, 26 | -2.61K | 5.02% |
| First City Capital Management, Inc. | 150.62K | Jun 30, 26 | +4.54K | 4.50% |
| Dakota Wealth Management | 145.06K | Jun 30, 26 | -402 | 4.33% |
| Commerce Advisors, LLC | 132.15K | Jun 30, 26 | +74.35K | 3.94% |
| ENVESTNET ASSET MANAGEMENT INC | 82.20K | Jun 30, 26 | +2.94K | 2.45% |
| Thomasville National Bank | 70.85K | Jun 30, 26 | +70.85K | 2.11% |
| Waverly Advisors, LLC | 57.22K | Jun 30, 26 | -2.57K | 1.71% |
| Steward Partners Investment Advisory, LLC | 49.15K | Jun 30, 26 | -165 | 1.47% |
| HB Wealth Management, LLC | 40.74K | Jun 30, 26 | -- | 1.22% |
| HighTower Advisors, LLC | 40.45K | Jun 30, 26 | -40.20K | 1.21% |
| Argent Trust Co | 38.68K | Jun 30, 26 | -- | 1.15% |
| Janney Montgomery Scott LLC | 35.78K | Jun 30, 26 | +1.20K | 1.07% |
| CARY STREET PARTNERS FINANCIAL LLC | 27.28K | Jun 30, 26 | +27.28K | 0.81% |
| BENJAMIN EDWARDS INC | 26.96K | Jun 30, 26 | -209 | 0.80% |
| GTS SECURITIES LLC | 25.50K | Jun 30, 26 | +25.50K | 0.76% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 24.88K | Jun 30, 26 | -- | 0.74% |
| Heritage Trust Co | 14.89K | Jun 30, 26 | +1.61K | 0.44% |
| Pure Financial Advisors, LLC | 13.63K | Jun 30, 26 | +122 | 0.41% |
| Verdence Capital Advisors LLC | 13.46K | Jun 30, 26 | +832 | 0.40% |
| CITADEL ADVISORS LLC | 12.03K | Jun 30, 26 | +12.03K | 0.36% |
| STIFEL FINANCIAL CORP | 10.57K | Jun 30, 26 | -560 | 0.32% |
| HRT FINANCIAL LP | 10.06K | Jun 30, 26 | +10.06K | 0.30% |
| SpringVest Wealth Management LLC | 9.09K | Jun 30, 26 | +1.78K | 0.27% |
| Capital Advisors, Ltd. LLC | 7.89K | Jun 30, 26 | -- | 0.24% |
| Summit Asset Management, LLC | 7.65K | Jun 30, 26 | -- | 0.23% |
| Sanctuary Advisors, LLC | 7.40K | Jun 30, 26 | -- | 0.22% |
| JPMORGAN CHASE & CO | 6.49K | Jun 30, 26 | +6.39K | 0.19% |
| QUANTIFY CHAOS ADVISORS, LLC | 5.30K | Jun 30, 26 | -- | 0.16% |
| Frontier Asset Management, LLC | 5.19K | Jun 30, 26 | -3.46K | 0.16% |
| LPL Financial LLC | 4.59K | Jun 30, 26 | -249 | 0.14% |
| VeraBank, N.A. | 4.24K | Jun 30, 26 | -3.33K | 0.13% |
| Allied Private Wealth LLC | 3.71K | Jun 30, 26 | +3.71K | 0.11% |
| FIFTH THIRD BANCORP | 3.64K | Jun 30, 26 | -- | 0.11% |
| Global Retirement Partners, LLC | 3.52K | Jun 30, 26 | +3.52K | 0.10% |
| MORGAN STANLEY | 596 | Jun 30, 26 | -790 | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 300 | Jun 30, 26 | -- | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 286 | Jun 30, 26 | +286 | 0.01% |
| BlackRock, Inc. | 249 | Jun 30, 26 | +249 | 0.01% |
| Integrated Wealth Concepts LLC | 102 | Jun 30, 26 | +102 | 0.00% |
| FMR LLC | 34 | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 16 | Jun 30, 26 | -- | 0.00% |
| UBS Group AG | -- | Jun 30, 26 | -346 | -- |
| Employees' Retirement Fund of the City of Fort Worth | -- | Jun 30, 26 | -56.80K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -20.00K | -- |
| Equitable Holdings, Inc. | -- | Jun 30, 26 | -90.94K | -- |
| U.S. Capital Wealth Advisors, LLC | -- | Mar 31, 26 | -5.00K | -- |
| COMERICA BANK | 3.63K | Dec 31, 25 | -- | 0.11% |
| Lokken Investment Group LLC | 232.90K | Sep 30, 25 | +11.26K | 6.95% |
| SPC Financial, Inc. | -- | Sep 30, 25 | -27.95K | -- |
| RAYMOND JAMES & ASSOCIATES | 78.26K | Sep 30, 24 | -13.83K | 2.34% |
| RAYMOND JAMES TRUST N.A. | 19.95K | Sep 30, 24 | +125 | 0.60% |
| Argent Financial Group, Inc. | 10.24K | Sep 30, 24 | +10.24K | 0.31% |
| Raymond James Financial Services Advisors, Inc. | -- | Sep 30, 24 | -45.03K | -- |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 25.09K | Jun 30, 24 | +279 | 0.75% |
| Resource Planning Group | 46.22K | Dec 31, 23 | -17.89K | 1.38% |
| BOENNING & SCATTERGOOD, INC. | 35.17K | Dec 31, 22 | +1.69K | 1.05% |
| STRINGER ASSET MANAGEMENT, LLC | 17.16K | Sep 30, 22 | -48.42K | 0.51% |
| Homrich & Berg | 10.72K | Sep 30, 21 | -- | 0.32% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
