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 |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 736.58K | Jun 30, 26 | +98.02K | 6.54% |
| Pensionmark Financial Group, LLC | 276.68K | Jun 30, 26 | -- | 2.46% |
| Hennion & Walsh Asset Management, Inc. | 209.72K | Jun 30, 26 | +138.77K | 1.86% |
| GUGGENHEIM CAPITAL LLC | 121.33K | Jun 30, 26 | -97.42K | 1.08% |
| MORGAN STANLEY | 90.33K | Jun 30, 26 | +1.16K | 0.80% |
| LPL Financial LLC | 90.08K | Jun 30, 26 | +1.19K | 0.80% |
| Cetera Investment Advisers | 55.38K | Jun 30, 26 | +12.43K | 0.49% |
| ADVISOR GROUP HOLDINGS, INC. | 48.57K | Jun 30, 26 | +4.68K | 0.43% |
| UBS Group AG | 42.95K | Jun 30, 26 | -1.71K | 0.38% |
| Resources Investment Advisors, LLC. | 37.12K | Jun 30, 26 | +352 | 0.33% |
| WELLS FARGO & COMPANY/MN | 36.80K | Jun 30, 26 | +19.19K | 0.33% |
| ENVESTNET ASSET MANAGEMENT INC | 33.95K | Jun 30, 26 | -434 | 0.30% |
| Jacobi Capital Management LLC | 27.37K | Jun 30, 26 | +1.17K | 0.24% |
| Fortitude Advisory Group L.L.C. | 26.92K | Jun 30, 26 | -- | 0.24% |
| TRUIST FINANCIAL CORP | 26.00K | Jun 30, 26 | -1.01K | 0.23% |
| Kestra Advisory Services, LLC | 24.70K | Jun 30, 26 | +12.68K | 0.22% |
| COMMONWEALTH EQUITY SERVICES, LLC | 24.67K | Jun 30, 26 | +198 | 0.22% |
| AMERIPRISE FINANCIAL INC | 23.88K | Jun 30, 26 | -200 | 0.21% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20.37K | Jun 30, 26 | -- | 0.18% |
| Janney Montgomery Scott LLC | 18.79K | Jun 30, 26 | -1.99K | 0.17% |
| Apollon Financial, LLC | 15.60K | Jun 30, 26 | -- | 0.14% |
| RAYMOND JAMES FINANCIAL INC | 12.66K | Jun 30, 26 | -948 | 0.11% |
| Astoria Portfolio Advisors LLC. | 11.82K | Jun 30, 26 | +86 | 0.10% |
| Community Bank & Trust, Waco, Texas | 11.80K | Jun 30, 26 | -- | 0.10% |
| WEDBUSH SECURITIES INC | 11.61K | Jun 30, 26 | -- | 0.10% |
| URS Advisory LLC | 10.26K | Jun 30, 26 | -- | 0.09% |
| PRIVATE TRUST CO NA | 10.00K | Jun 30, 26 | -- | 0.09% |
| WESPAC Advisors, LLC | 10.00K | Jun 30, 26 | -- | 0.09% |
| SRS Capital Advisors, Inc. | 6.36K | Jun 30, 26 | +6.36K | 0.06% |
| ROYAL BANK OF CANADA | 6.25K | Jun 30, 26 | +6.25K | 0.06% |
| Steward Partners Investment Advisory, LLC | 3.30K | Jun 30, 26 | -450 | 0.03% |
| HARBOR INVESTMENT ADVISORY, LLC | 2.98K | Jun 30, 26 | -- | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 2.60K | Jun 30, 26 | +2.60K | 0.02% |
| Ameritas Advisory Services, LLC | 2.00K | Jun 30, 26 | +2.00K | 0.02% |
| Rockefeller Capital Management L.P. | 1.92K | Jun 30, 26 | -275 | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -13.60K | -- |
| Westfuller Advisors, LLC | -- | Jun 30, 26 | -19 | -- |
| WILEY BROS.-AINTREE CAPITAL, LLC | -- | Jun 30, 26 | -12.78K | -- |
| EWG Elevate Inc. | 20.37K | Sep 30, 25 | -- | 0.18% |
| Fairhaven Wealth Management, LLC | -- | Dec 31, 24 | -15.75K | -- |
| Crestone Asset Management LLC | -- | Mar 31, 24 | -10.62K | -- |
| Advisor Group, Inc. | 17.82K | Dec 31, 19 | +10.08K | 0.16% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 6.54K | Dec 31, 19 | +4.56K | 0.06% |
| Yellowstone Partners, LLC | 13.77K | Dec 31, 17 | +1.30K | 0.12% |
| UBS AG | 1.00K | Sep 30, 14 | -- | 0.01% |
| First Allied Securities, Inc. | 10.00K | Jun 30, 12 | -- | 0.09% |
| RBC Capital Markets, LLC | 2.00K | Mar 31, 01 | +2.00K | 0.02% |
