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 |
|---|---|---|---|---|
| MORGAN STANLEY | 4.45M | Jun 30, 26 | +47.83K | 8.14% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.76M | Jun 30, 26 | -181.36K | 3.22% |
| BANK OF AMERICA CORP /DE/ | 1.69M | Jun 30, 26 | +5.50K | 3.09% |
| RAYMOND JAMES FINANCIAL INC | 1.36M | Jun 30, 26 | +204.28K | 2.50% |
| GUGGENHEIM CAPITAL LLC | 1.20M | Jun 30, 26 | +167.28K | 2.20% |
| 1607 Capital Partners, LLC | 851.89K | Jun 30, 26 | -478.67K | 1.56% |
| Advisors Asset Management, Inc. | 810.33K | Jun 30, 26 | +122.98K | 1.48% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 716.60K | Jun 30, 26 | +48.16K | 1.31% |
| Hennion & Walsh Asset Management, Inc. | 614.25K | Jun 30, 26 | +117.42K | 1.12% |
| Allianz Asset Management GmbH | 544.80K | Jun 30, 26 | -- | 1.00% |
| VAN ECK ASSOCIATES CORP | 460.08K | Jun 30, 26 | +4.54K | 0.84% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 333.47K | Jun 30, 26 | -- | 0.61% |
| WELLS FARGO & COMPANY/MN | 314.01K | Jun 30, 26 | -176.94K | 0.57% |
| Westview Management dba Westview Investment Advisors | 294.74K | Jun 30, 26 | -1.92K | 0.54% |
| Rareview Capital LLC | 273.38K | Jun 30, 26 | -71.27K | 0.50% |
| Invesco Ltd. | 235.73K | Jun 30, 26 | +718 | 0.43% |
| ENVESTNET ASSET MANAGEMENT INC | 223.41K | Jun 30, 26 | +32 | 0.41% |
| HighTower Advisors, LLC | 200.95K | Jun 30, 26 | +15.84K | 0.37% |
| ROYAL BANK OF CANADA | 162.91K | Jun 30, 26 | -3.77K | 0.30% |
| Fiera Capital Corp | 150.62K | Jun 30, 26 | -5.64K | 0.28% |
| Rockefeller Capital Management L.P. | 143.82K | Jun 30, 26 | -1.83K | 0.26% |
| LPL Financial LLC | 141.89K | Jun 30, 26 | +17.32K | 0.26% |
| Steward Partners Investment Advisory, LLC | 141.41K | Jun 30, 26 | +14.41K | 0.26% |
| UBS Group AG | 139.04K | Jun 30, 26 | -2.11K | 0.25% |
| PARK AVENUE SECURITIES LLC | 135.75K | Jun 30, 26 | -15.07K | 0.25% |
| MELFA WEALTH MANAGEMENT, LLC | 104.03K | Jun 30, 26 | -5.11K | 0.19% |
| ADVISOR GROUP HOLDINGS, INC. | 94.29K | Jun 30, 26 | -20.23K | 0.17% |
| Wakefield Asset Management LLLP | 92.36K | Jun 30, 26 | +92.36K | 0.17% |
| Nuveen, LLC | 91.51K | Jun 30, 26 | -- | 0.17% |
| Ackerman Capital Advisors, LLC | 75.14K | Jun 30, 26 | +32.30K | 0.14% |
| COHEN & STEERS, INC. | 74.00K | Jun 30, 26 | +21.00K | 0.14% |
| AMERIPRISE FINANCIAL INC | 67.45K | Jun 30, 26 | +7.96K | 0.12% |
| Summit Trail Advisors, LLC | 65.30K | Jun 30, 26 | -2.66K | 0.12% |
| Thomas J. Herzfeld Advisors, Inc. | 63.61K | Jun 30, 26 | +63.61K | 0.12% |
| Janney Montgomery Scott LLC | 62.10K | Jun 30, 26 | +19.57K | 0.11% |
| Chicago Partners Investment Group LLC | 60.72K | Jun 30, 26 | +155 | 0.11% |
| Pensionmark Financial Group, LLC | 54.48K | Jun 30, 26 | -- | 0.10% |
| Closed-End Fund Advisors, Inc. | 53.85K | Jun 30, 26 | -3.00K | 0.10% |
| CHOREO, LLC | 52.76K | Jun 30, 26 | -1.89K | 0.10% |
| Indiana Trust & Investment Management CO | 50.00K | Jun 30, 26 | -- | 0.09% |
| TITLEIST ASSET MANAGEMENT, LLC | 48.91K | Jun 30, 26 | +452 | 0.09% |
| PFG Investments, LLC | 46.63K | Jun 30, 26 | -6.79K | 0.09% |
| CARY STREET PARTNERS FINANCIAL LLC | 46.38K | Jun 30, 26 | -15.89K | 0.08% |
| Compass Financial Group, INC/SD | 45.01K | Jun 30, 26 | +1.67K | 0.08% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 44.14K | Jun 30, 26 | -94 | 0.08% |
| Traub Capital Management LLC | 44.10K | Jun 30, 26 | -12.24K | 0.08% |
| BAR HARBOR WEALTH MANAGEMENT | 41.68K | Jun 30, 26 | -- | 0.08% |
| STIFEL FINANCIAL CORP | 40.41K | Jun 30, 26 | +3.64K | 0.07% |
| Carson Advisory Inc. | 39.60K | Jun 30, 26 | -- | 0.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 38.00K | Jun 30, 26 | +202 | 0.07% |
| Rock Point Advisors, LLC | 37.28K | Jun 30, 26 | -1.03K | 0.07% |
| Cambridge Investment Research Advisors, Inc. | 35.36K | Jun 30, 26 | -1.83K | 0.06% |
| Fortitude Advisory Group L.L.C. | 31.75K | Jun 30, 26 | -- | 0.06% |
| Virtu Financial LLC | 31.50K | Jun 30, 26 | +31.50K | 0.06% |
| CAPSTONE CAPITAL LLC | 29.45K | Jun 30, 26 | -- | 0.05% |
| Ashton Thomas Private Wealth, LLC | 28.83K | Jun 30, 26 | +7.90K | 0.05% |
| Merit Financial Group, LLC | 28.19K | Jun 30, 26 | +234 | 0.05% |
| MML INVESTORS SERVICES, LLC | 28.13K | Jun 30, 26 | +1.34K | 0.05% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 27.87K | Jun 30, 26 | -18.06K | 0.05% |
| Aviance Capital Partners, LLC | 27.36K | Jun 30, 26 | -13.87K | 0.05% |
| B. Riley Wealth Advisors, Inc. | 25.46K | Jun 30, 26 | -12.90K | 0.05% |
| ACCREDITED INVESTOR SERVICES, LLC | 24.96K | Jun 30, 26 | -1.30K | 0.05% |
| READYSTATE ASSET MANAGEMENT LP | 24.06K | Jun 30, 26 | +24.06K | 0.04% |
| Stonebrook Private Inc. | 23.47K | Jun 30, 26 | +157 | 0.04% |
| Prospera Financial Services Inc | 23.20K | Jun 30, 26 | +233 | 0.04% |
| NewEdge Advisors, LLC | 23.09K | Jun 30, 26 | -9.34K | 0.04% |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 22.53K | Jun 30, 26 | -7.95K | 0.04% |
| Advisory Services Network, LLC | 22.34K | Jun 30, 26 | +10.00K | 0.04% |
| Cetera Investment Advisers | 21.81K | Jun 30, 26 | +9.58K | 0.04% |
| MGO ONE SEVEN LLC | 20.88K | Jun 30, 26 | +20.88K | 0.04% |
| Cottage Street Advisors LLC | 20.00K | Jun 30, 26 | -- | 0.04% |
| ROTHSCHILD INVESTMENT LLC | 20.00K | Jun 30, 26 | -- | 0.04% |
| Providence First Trust Co | 19.60K | Jun 30, 26 | -500 | 0.04% |
| RFG Advisory, LLC | 19.09K | Jun 30, 26 | +2.19K | 0.03% |
| Global Retirement Partners, LLC | 18.38K | Jun 30, 26 | +18.38K | 0.03% |
| NWF Advisory Services Inc. | 17.90K | Jun 30, 26 | +3.00K | 0.03% |
| Sovereign Financial Group, Inc. | 17.68K | Jun 30, 26 | +2.26K | 0.03% |
| Mariner, LLC | 17.23K | Jun 30, 26 | -102 | 0.03% |
| Uniting Wealth Partners, LLC | 15.06K | Jun 30, 26 | +33 | 0.03% |
| Atala Financial Inc | 15.00K | Jun 30, 26 | -- | 0.03% |
| FIFTH THIRD BANCORP | 14.05K | Jun 30, 26 | +2 | 0.03% |
| TRUIST FINANCIAL CORP | 13.45K | Jun 30, 26 | -- | 0.02% |
| Occidental Asset Management, LLC | 13.39K | Jun 30, 26 | +660 | 0.02% |
| FIRST TRUST ADVISORS LP | 13.33K | Jun 30, 26 | -3.57K | 0.02% |
| Equitable Holdings, Inc. | 13.09K | Jun 30, 26 | -462 | 0.02% |
| SILVERLAKE WEALTH MANAGEMENT LLC | 12.04K | Jun 30, 26 | +51 | 0.02% |
| Moors & Cabot, Inc. | 11.89K | Jun 30, 26 | +122 | 0.02% |
| Altus Wealth Group LLC | 11.37K | Jun 30, 26 | -- | 0.02% |
| Baird Financial Group, Inc. | 10.70K | Jun 30, 26 | -- | 0.02% |
| D.A. DAVIDSON & CO. | 10.65K | Jun 30, 26 | +166 | 0.02% |
| Pinnacle Wealth Planning Services, Inc. | 9.27K | Jun 30, 26 | +370 | 0.02% |
| Mechanics Financial Corp | 6.65K | Jun 30, 26 | -- | 0.01% |
| Farther Finance Advisors, LLC | 6.40K | Jun 30, 26 | -3 | 0.01% |
| US BANCORP \DE\ | 6.00K | Jun 30, 26 | -- | 0.01% |
| Allied Private Wealth LLC | 5.91K | Jun 30, 26 | +5.91K | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 5.37K | Jun 30, 26 | +5.37K | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3.92K | Jun 30, 26 | +598 | 0.01% |
| HOLLENCREST CAPITAL MANAGEMENT | 3.69K | Jun 30, 26 | -1.50K | 0.01% |
| Penserra Capital Management LLC | 3.24K | Jun 30, 26 | +2.16K | 0.01% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3.08K | Jun 30, 26 | -100 | 0.01% |
| Independence Bank of Kentucky | 2.52K | Jun 30, 26 | -- | 0.00% |
| GILL CAPITAL PARTNERS, LLC | 2.25K | Jun 30, 26 | -- | 0.00% |
| WPG Advisers, LLC | 2.12K | Jun 30, 26 | +103 | 0.00% |
| ORG Wealth Partners, LLC | 1.63K | Jun 30, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 350 | Jun 30, 26 | -- | 0.00% |
| SOA Wealth Advisors, LLC. | 301 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 17 | Jun 30, 26 | +17 | 0.00% |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -17.59K | -- |
| Stratos Wealth Partners, LTD. | -- | Jun 30, 26 | -30.20K | -- |
| Concurrent Investment Advisors, LLC | -- | Jun 30, 26 | -28.85K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -471 | -- |
| BlackRock, Inc. | -- | Jun 30, 26 | -2.24K | -- |
| HARBOUR INVESTMENTS, INC. | -- | Jun 30, 26 | -14.96K | -- |
| Abound Wealth Management | -- | Jun 30, 26 | -587 | -- |
| Colony Group, LLC | -- | Jun 30, 26 | -11.47K | -- |
| VERUS CAPITAL PARTNERS, LLC | -- | Jun 30, 26 | -15.00K | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Jun 30, 26 | -1.05K | -- |
| Leo Wealth, LLC | 299.77K | Mar 31, 26 | +52.56K | 0.55% |
| Catalina Capital Group, LLC | 20.66K | Mar 31, 26 | -- | 0.04% |
| COMERICA BANK | 6.34K | Dec 31, 25 | -7.68K | 0.01% |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1.00K | Jun 30, 25 | +1.00K | 0.00% |
| Nuveen Asset Management, LLC | 122.95K | Dec 31, 24 | -- | 0.23% |
| Bison Wealth, LLC | -- | Dec 31, 24 | -24.40K | -- |
| Raymond James Financial Services Advisors, Inc. | 433.61K | Sep 30, 24 | +180.87K | 0.79% |
| RAYMOND JAMES & ASSOCIATES | 427.58K | Sep 30, 24 | +10.16K | 0.78% |
| RAYMOND JAMES TRUST N.A. | 28.88K | Sep 30, 24 | -- | 0.05% |
| FinTrust Capital Advisors, LLC | 2.35K | Sep 30, 24 | -- | 0.00% |
| Private Wealth Strategies, L.L.C. | 42.82K | Jun 30, 24 | +690 | 0.08% |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 4.90K | Jun 30, 24 | +79 | 0.01% |
| Bartlett & Co. LLC | 1.31K | Dec 31, 23 | +1.31K | 0.00% |
| ADVISOR PARTNERS II, LLC | 376.35K | Sep 30, 23 | +376.35K | 0.69% |
| LEO BROKERAGE, LLC | 138.61K | Jun 30, 23 | +5.92K | 0.25% |
| BDO Wealth Advisors, LLC | -- | Jun 30, 23 | -1.07K | -- |
| ASSET MANAGEMENT CORP /IL/ /ADV | 42.09K | Mar 31, 23 | +76 | 0.08% |
| Hightower 6M Holding, LLC | 54.00K | Sep 30, 22 | +653 | 0.10% |
| American Portfolios Advisors | 17.76K | Sep 30, 22 | -- | 0.03% |
| ACG Wealth | -- | Sep 30, 22 | -3.80K | -- |
| BAR HARBOR TRUST SERVICES | -- | Jun 30, 22 | -- | -- |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 821.52K | Mar 31, 22 | +164.50K | 1.50% |
| Mosaic Family Wealth, LLC | 84.97K | Dec 31, 21 | +909 | 0.16% |
| 6 Meridian | 34.67K | Dec 31, 21 | -3.28K | 0.06% |
| Crescent Capital Consulting, LLC | 6.00K | Dec 31, 21 | -- | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 95.43K | Dec 31, 19 | +95 | 0.17% |
| Advisor Group, Inc. | 1.49K | Dec 31, 19 | -- | 0.00% |
| SUNTRUST BANKS INC | 12.44K | Sep 30, 19 | +223 | 0.02% |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 16.00K | Dec 31, 18 | -5.00K | 0.03% |
| Yellowstone Partners, LLC | 18.34K | Dec 31, 17 | +1.48K | 0.03% |
| Commonwealth Equity Services, Inc | 38.32K | Jun 30, 17 | -1.11K | 0.07% |
| WFG Advisors, LP | 4.50K | Jun 30, 17 | -- | 0.01% |
| CT Financial Advisors LLC | 900 | Mar 31, 17 | -- | 0.00% |
| MSI Financial Services Inc | 25.76K | Dec 31, 16 | +792 | 0.05% |
| Pinnacle Summer Investments, Inc. | 5.12K | Dec 31, 15 | +2.56K | 0.01% |
| UBS AG | 185.75K | Sep 30, 14 | +18.44K | 0.34% |
| KMS FINANCIAL SERVICES, INC | 10.30K | Jun 30, 14 | -20.16K | 0.02% |
| STIFEL NICOLAUS & CO INC \MO\ | 24.09K | Sep 30, 13 | -- | 0.04% |
| KNIGHT CAPITAL GROUP LLC | 20.35K | Jun 30, 13 | +20.35K | 0.04% |
| First Allied Securities, Inc. | 35.19K | Jun 30, 12 | +16.05K | 0.06% |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 318.00K | Jun 30, 10 | +64.20K | 0.58% |
