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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 4.43M | Sep 30, 26 | +143.40K | 2.36% |
| Avidian Wealth Enterprises, LLC | 644.94K | Sep 30, 26 | +164.59K | 0.34% |
| ASSETMARK, INC | 493.56K | Sep 30, 26 | -45.67K | 0.26% |
| West Wealth Group, LLC | 428.31K | Sep 30, 26 | -85.92K | 0.23% |
| Buttonwood Financial Group, LLC | 409.83K | Sep 30, 26 | +409.83K | 0.22% |
| Stewardship Advisors, LLC | 325.06K | Sep 30, 26 | +9.56K | 0.17% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 307.16K | Sep 30, 26 | +115.58K | 0.16% |
| Perigon Wealth Management, LLC | 272.00K | Sep 30, 26 | -16.90K | 0.14% |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 210.89K | Sep 30, 26 | -9.03K | 0.11% |
| 1900 WEALTH MANAGEMENT LLC | 202.04K | Sep 30, 26 | +10.45K | 0.11% |
| Hudock, Inc. | 199.62K | Sep 30, 26 | +199.62K | 0.11% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 184.11K | Sep 30, 26 | -8.60K | 0.10% |
| McAdam, LLC | 171.26K | Sep 30, 26 | +25.96K | 0.09% |
| Targeted Financial Services LLC | 138.81K | Sep 30, 26 | +91.71K | 0.07% |
| Archer Investment Management, LLC | 116.74K | Sep 30, 26 | -271.76K | 0.06% |
| Concurrent Investment Advisors, LLC | 113.07K | Sep 30, 26 | -110.31K | 0.06% |
| FINANCIAL LIFE ADVISORS | 96.16K | Sep 30, 26 | -7.58K | 0.05% |
| Leeward Financial Partners, LLC | 94.02K | Sep 30, 26 | -1.42K | 0.05% |
| SteelPeak Wealth, LLC | 82.76K | Sep 30, 26 | -171 | 0.04% |
| ShoreHaven Wealth Partners, LLC | 80.40K | Sep 30, 26 | -30.00K | 0.04% |
| Atria Investments, Inc | 73.28K | Sep 30, 26 | -17.82K | 0.04% |
| NOVEM GROUP | 69.50K | Sep 30, 26 | +44.74K | 0.04% |
| First Heartland Consultants, Inc. | 68.22K | Sep 30, 26 | -9.97K | 0.04% |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 63.29K | Sep 30, 26 | +7.12K | 0.03% |
| PRIVATE TRUST CO NA | 53.61K | Sep 30, 26 | +28.07K | 0.03% |
| EHRLICH FINANCIAL GROUP | 52.55K | Sep 30, 26 | +864 | 0.03% |
| Diversify Advisory Services, LLC | 49.69K | Sep 30, 26 | -4.95K | 0.03% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 49.69K | Sep 30, 26 | -4.95K | 0.03% |
| Bernardo Wealth Planning LLC | 49.27K | Sep 30, 26 | +21.40K | 0.03% |
| Venture Visionary Partners LLC | 45.69K | Sep 30, 26 | -1.92K | 0.02% |
| TENET WEALTH PARTNERS, LLC | 44.17K | Sep 30, 26 | +44.17K | 0.02% |
| FOCUS Wealth Advisors, LLC | 42.05K | Sep 30, 26 | -4.48K | 0.02% |
| A4 Wealth Advisors LLC | 40.88K | Sep 30, 26 | -13.85K | 0.02% |
| ANDERSON HOAGLAND & CO | 39.54K | Sep 30, 26 | -22.01K | 0.02% |
| Oasis Advisors, LLC | 34.70K | Sep 30, 26 | +34.70K | 0.02% |
| IFP Advisors, Inc | 33.80K | Sep 30, 26 | -3.46K | 0.02% |
| Colonial River Investments, LLC | 32.76K | Sep 30, 26 | +375 | 0.02% |
| Blue Trust, Inc. | 32.42K | Sep 30, 26 | -727 | 0.02% |
| FF Advisors,LLC | 31.44K | Sep 30, 26 | +6.29K | 0.02% |
| Affinity Capital Advisors, LLC | 31.18K | Sep 30, 26 | -3.45K | 0.02% |
| Wealthcare Advisory Partners LLC | 28.77K | Sep 30, 26 | +166 | 0.02% |
| Sowell Financial Services LLC | 28.07K | Sep 30, 26 | +736 | 0.01% |
| Apeiron RIA LLC | 27.82K | Sep 30, 26 | -- | 0.01% |
| 15 Wealth Advisors LLC | 26.93K | Sep 30, 26 | +26.93K | 0.01% |
| SAX WEALTH ADVISORS, LLC | 26.13K | Sep 30, 26 | -- | 0.01% |
| Balefire, LLC | 23.89K | Sep 30, 26 | +1.87K | 0.01% |
| LCW Services, LLC | 20.71K | Sep 30, 26 | +20.71K | 0.01% |
| TITLEIST ASSET MANAGEMENT, LLC | 18.65K | Sep 30, 26 | +284 | 0.01% |
| Revisor Wealth Management LLC | 18.34K | Sep 30, 26 | -- | 0.01% |
| COURIER CAPITAL LLC | 18.03K | Sep 30, 26 | +14 | 0.01% |
| Sepio Capital, LP | 17.48K | Sep 30, 26 | +79 | 0.01% |
| Melone Private Wealth, LLC | 17.24K | Sep 30, 26 | -75 | 0.01% |
| Integrated Wealth Management | 16.53K | Sep 30, 26 | -3.79K | 0.01% |
| Tempus Wealth Planning, LLC | 15.90K | Sep 30, 26 | +3.09K | 0.01% |
| Dynamic Advisor Solutions LLC | 15.28K | Sep 30, 26 | -675 | 0.01% |
| Rede Wealth, LLC | 14.92K | Sep 30, 26 | +2.14K | 0.01% |
| KFA Private Wealth Group, LLC | 14.92K | Sep 30, 26 | -2.98K | 0.01% |
| CAP Partners, LLC | 13.28K | Sep 30, 26 | +129 | 0.01% |
| HARMONY ASSET MANAGEMENT LLC | 12.65K | Sep 30, 26 | -- | 0.01% |
| Mascoma Wealth Management LLC | 12.28K | Sep 30, 26 | +25 | 0.01% |
| B. Riley Wealth Advisors, Inc. | 12.25K | Sep 30, 26 | -83 | 0.01% |
| RDA Financial Network | 12.18K | Sep 30, 26 | +12.18K | 0.01% |
| INVESTED ADVISORS | 11.80K | Sep 30, 26 | +1.80K | 0.01% |
| Farther Finance Advisors, LLC | 11.35K | Sep 30, 26 | +4.45K | 0.01% |
| AXXCESS WEALTH MANAGEMENT, LLC | 10.36K | Sep 30, 26 | +10.36K | 0.01% |
| Procyon Advisors, LLC | 10.09K | Sep 30, 26 | +188 | 0.01% |
| Integrated Advisors Network LLC | 10.05K | Sep 30, 26 | +10.05K | 0.01% |
| First Citizens Financial Corp | 9.90K | Sep 30, 26 | -6.03K | 0.01% |
| WealthBridge Capital Management, LLC | 9.65K | Sep 30, 26 | -137 | 0.01% |
| Vontobel Holding Ltd. | 9.62K | Sep 30, 26 | +735 | 0.01% |
| CX Institutional | 6.14K | Sep 30, 26 | -378 | 0.00% |
| MassMutual Private Wealth & Trust, FSB | 3.74K | Sep 30, 26 | -31 | 0.00% |
| FIRST UNITED BANK & TRUST | 3.20K | Sep 30, 26 | -3.09K | 0.00% |
| Realta Investment Advisors | 2.45K | Sep 30, 26 | -- | 0.00% |
| First PREMIER Bank | 1.00K | Sep 30, 26 | -- | 0.00% |
| CoreCap Advisors, LLC | 596 | Sep 30, 26 | +595 | 0.00% |
| BLUELINE ADVISORS LLC | 580 | Sep 30, 26 | +580 | 0.00% |
| SIGNATUREFD, LLC | 271 | Sep 30, 26 | -6 | 0.00% |
| Versant Capital Management, Inc | 258 | Sep 30, 26 | -- | 0.00% |
| Triumph Capital Management | 22 | Sep 30, 26 | +22 | 0.00% |
| Centennial Advisors, LLC | -- | Sep 30, 26 | -9.41K | -- |
| Andrew Hill Investment Advisors, Inc. | -- | Sep 30, 26 | -11.00K | -- |
| PFW Advisors LLC | -- | Sep 30, 26 | -19.55K | -- |
| TSFG, LLC | -- | Sep 30, 26 | -9.62K | -- |
| Wedmont Private Capital | -- | Sep 30, 26 | -26.16K | -- |
| AdvisorNet Financial, Inc | -- | Sep 30, 26 | -616 | -- |
| Ocean Park Asset Management, LLC | -- | Sep 30, 26 | -123.10K | -- |
| LAUREL OAK WEALTH MANAGEMENT, LLC | -- | Sep 30, 26 | -9.81K | -- |
| OpenArc Corporate Advisory, LLC | -- | Sep 30, 26 | -8.98K | -- |
| GAMMA Investing LLC | -- | Sep 30, 26 | -56 | -- |
| Robertson Stephens Wealth Management, LLC | -- | Sep 30, 26 | -29.20K | -- |
| James J. Burns & Company, LLC | -- | Sep 30, 26 | -8.58K | -- |
| KWMG, LLC | -- | Sep 30, 26 | -12.04K | -- |
| Wealth Enhancement Trust Services, Inc. | -- | Sep 30, 26 | -3.26K | -- |
| Annex Advisory Services, LLC | -- | Sep 30, 26 | -10.52K | -- |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | -- | Sep 30, 26 | -16.66K | -- |
| BANK OF AMERICA CORP /DE/ | 58.45M | Jun 30, 26 | +3.30M | 31.10% |
| UBS Group AG | 24.46M | Jun 30, 26 | +2.94M | 13.02% |
| AMERIPRISE FINANCIAL INC | 7.35M | Jun 30, 26 | +95.24K | 3.91% |
| ENVESTNET ASSET MANAGEMENT INC | 5.30M | Jun 30, 26 | +455.43K | 2.82% |
| Jupiter Topco LLC | 4.47M | Jun 30, 26 | +4.47M | 2.38% |
| LPL Financial LLC | 4.05M | Jun 30, 26 | +868.23K | 2.15% |
| Bank of New York Mellon Corp | 3.25M | Jun 30, 26 | +513.01K | 1.73% |
| JPMORGAN CHASE & CO | 2.75M | Jun 30, 26 | +201.23K | 1.47% |
| EP Wealth Advisors, LLC | 2.35M | Jun 30, 26 | +540.75K | 1.25% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.23M | Jun 30, 26 | -1.89M | 1.19% |
| SOFI WEALTH, LLC | 2.16M | Jun 30, 26 | +175.59K | 1.15% |
| MORGAN STANLEY | 2.13M | Jun 30, 26 | +381 | 1.14% |
| WELLS FARGO & COMPANY/MN | 1.95M | Jun 30, 26 | +378.91K | 1.04% |
| Arax Advisory Partners | 1.81M | Jun 30, 26 | +1.81M | 0.96% |
| Vestmark Advisory Solutions, Inc. | 1.76M | Jun 30, 26 | +1.50M | 0.94% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.59M | Jun 30, 26 | -169.23K | 0.85% |
| Cetera Investment Advisers | 1.26M | Jun 30, 26 | +85.82K | 0.67% |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.10M | Jun 30, 26 | +82.28K | 0.59% |
| STIFEL FINANCIAL CORP | 1.03M | Jun 30, 26 | -6.72K | 0.55% |
| Sanctuary Advisors, LLC | 992.25K | Jun 30, 26 | +259.24K | 0.53% |
| RAYMOND JAMES FINANCIAL INC | 910.83K | Jun 30, 26 | +241.26K | 0.48% |
| Gerber Kawasaki Wealth & Investment Management | 808.14K | Jun 30, 26 | +73.50K | 0.43% |
| Composition Wealth, LLC | 785.54K | Jun 30, 26 | +94.86K | 0.42% |
| NewEdge Advisors, LLC | 724.36K | Jun 30, 26 | +100.03K | 0.39% |
| ROYAL BANK OF CANADA | 679.60K | Jun 30, 26 | +139.34K | 0.36% |
| Shepherd Financial Partners LLC | 665.93K | Jun 30, 26 | +241.50K | 0.35% |
| OSAIC HOLDINGS, INC. | 550.26K | Jun 30, 26 | +139.94K | 0.29% |
| Allworth Financial LP | 534.86K | Jun 30, 26 | +3.27K | 0.28% |
| IHT Wealth Management, LLC | 457.95K | Jun 30, 26 | +30.58K | 0.24% |
| THRIVENT FINANCIAL FOR LUTHERANS | 455.39K | Jun 30, 26 | +80.46K | 0.24% |
| Rockefeller Capital Management L.P. | 421.36K | Jun 30, 26 | +53.47K | 0.22% |
| MML INVESTORS SERVICES, LLC | 408.13K | Jun 30, 26 | +33.90K | 0.22% |
| Ascent Group, LLC | 407.83K | Jun 30, 26 | +23.95K | 0.22% |
| Vise Technologies, Inc. | 386.73K | Jun 30, 26 | +319.09K | 0.21% |
| Integrated Wealth Concepts LLC | 381.85K | Jun 30, 26 | +121.10K | 0.20% |
| Perennial Investment Advisors, LLC | 377.49K | Jun 30, 26 | +225.37K | 0.20% |
| PNC FINANCIAL SERVICES GROUP, INC. | 366.81K | Jun 30, 26 | -9.55K | 0.20% |
| CITADEL ADVISORS LLC | 359.71K | Jun 30, 26 | +286.07K | 0.19% |
| FIFTH THIRD BANCORP | 342.49K | Jun 30, 26 | +50.87K | 0.18% |
| RENAISSANCE TECHNOLOGIES LLC | 322.30K | Jun 30, 26 | +258.00K | 0.17% |
| JANE STREET GROUP, LLC | 319.37K | Jun 30, 26 | -323.46K | 0.17% |
| PARK AVENUE SECURITIES LLC | 318.53K | Jun 30, 26 | +61.14K | 0.17% |
| AE Wealth Management LLC | 317.98K | Jun 30, 26 | +91.23K | 0.17% |
| US BANCORP \DE\ | 303.04K | Jun 30, 26 | +2.90K | 0.16% |
| Tortoise Investment Management, LLC | 265.44K | Jun 30, 26 | -2.40K | 0.14% |
| Savant Capital, LLC | 260.25K | Jun 30, 26 | +260.25K | 0.14% |
| SIMON QUICK ADVISORS, LLC | 257.73K | Jun 30, 26 | -- | 0.14% |
| SEEDS INVESTOR LLC | 251.21K | Jun 30, 26 | +13.96K | 0.13% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 244.35K | Jun 30, 26 | +244.35K | 0.13% |
| Golden State Wealth Management, LLC | 240.58K | Jun 30, 26 | +237.79K | 0.13% |
| Goodman Advisory Group, LLC | 224.40K | Jun 30, 26 | -20.00K | 0.12% |
| Synergy Investment Management, LLC | 216.17K | Jun 30, 26 | +71.74K | 0.12% |
| TRUSTMARK BANK TRUST DEPARTMENT | 208.86K | Jun 30, 26 | -5.04K | 0.11% |
| Petix & Botte Co | 206.21K | Jun 30, 26 | +17.73K | 0.11% |
| MGO ONE SEVEN LLC | 200.31K | Jun 30, 26 | +40.06K | 0.11% |
| Private Advisor Group, LLC | 195.00K | Jun 30, 26 | -27.88K | 0.10% |
| TRUIST FINANCIAL CORP | 194.31K | Jun 30, 26 | +13.34K | 0.10% |
| Skyline Advisors, Inc. | 188.51K | Jun 30, 26 | +154.46K | 0.10% |
| Quadrant Private Wealth Management, LLC | 188.02K | Jun 30, 26 | +8.72K | 0.10% |
| Stratos Wealth Partners, LTD. | 185.58K | Jun 30, 26 | +44.86K | 0.10% |
| ELEVATION POINT WEALTH PARTNERS, LLC | 183.86K | Jun 30, 26 | +5.33K | 0.10% |
| ENTRUST FINANCIAL LLC | 180.89K | Jun 30, 26 | +11.50K | 0.10% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 180.54K | Jun 30, 26 | -15.27K | 0.10% |
| ASHTON THOMAS SECURITIES, LLC | 179.81K | Jun 30, 26 | +7.86K | 0.10% |
| Connecticut Capital Management Group, LLC | 174.72K | Jun 30, 26 | +6.74K | 0.09% |
| Quadrature Capital Ltd | 170.49K | Jun 30, 26 | +170.49K | 0.09% |
| Garden State Investment Advisory Services LLC | 169.51K | Jun 30, 26 | +109.71K | 0.09% |
| Kestra Advisory Services, LLC | 157.37K | Jun 30, 26 | +50.16K | 0.08% |
| Clark Capital Management Group, Inc. | 153.73K | Jun 30, 26 | +540 | 0.08% |
| JONES FINANCIAL COMPANIES LLLP | 141.34K | Jun 30, 26 | +6.10K | 0.08% |
| PRINCIPAL SECURITIES, INC. | 129.56K | Jun 30, 26 | +8.28K | 0.07% |
| Keystone Financial Group | 128.16K | Jun 30, 26 | +1.59K | 0.07% |
| CHOREO, LLC | 118.54K | Jun 30, 26 | -4 | 0.06% |
| Strategies Wealth Advisors, LLC | 106.83K | Jun 30, 26 | +96.15K | 0.06% |
| Cambridge Investment Research Advisors, Inc. | 102.42K | Jun 30, 26 | +9.21K | 0.05% |
| Meadowbrook Advisors Group, LLC | 97.68K | Jun 30, 26 | -19.91K | 0.05% |
| Advisory Services Network, LLC | 97.15K | Jun 30, 26 | +1.87K | 0.05% |
| Collaborative Wealth Managment Inc. | 96.09K | Jun 30, 26 | +18.84K | 0.05% |
| Leeward Financial Partners, LLC | 95.44K | Jun 30, 26 | -249 | 0.05% |
| Elequin Capital, LP | 94.64K | Jun 30, 26 | +28.94K | 0.05% |
| Rochester Wealth Strategies, LLC | 94.26K | Jun 30, 26 | -7.03K | 0.05% |
| Per Stirling Capital Management, LLC. | 90.88K | Jun 30, 26 | +11.99K | 0.05% |
| Waverly Advisors, LLC | 86.91K | Jun 30, 26 | +1.11K | 0.05% |
| UPTICK PARTNERS, LLC | 83.09K | Jun 30, 26 | +83.09K | 0.04% |
| TD PRIVATE CLIENT WEALTH LLC | 82.95K | Jun 30, 26 | -66.18K | 0.04% |
| FIRST FOUNDATION ADVISORS | 81.53K | Jun 30, 26 | -6.36K | 0.04% |
| BCGM Wealth Management, LLC | 77.38K | Jun 30, 26 | +39.10K | 0.04% |
| BETO FINANCIAL GROUP, LLC | 76.61K | Jun 30, 26 | +43.90K | 0.04% |
| Claro Advisors Inc. | 75.73K | Jun 30, 26 | +13.97K | 0.04% |
| NORTHERN TRUST CORP | 70.22K | Jun 30, 26 | +70.22K | 0.04% |
| HighTower Advisors, LLC | 68.56K | Jun 30, 26 | +8.73K | 0.04% |
| SSA SWISS ADVISORS AG | 65.28K | Jun 30, 26 | -6.50K | 0.03% |
| BlueStem Wealth Partners, LLC | 62.78K | Jun 30, 26 | +62.78K | 0.03% |
| Janney Montgomery Scott LLC | 58.52K | Jun 30, 26 | +16.99K | 0.03% |
| WEALTH ALLIANCE, LLC | 58.18K | Jun 30, 26 | +10.63K | 0.03% |
| Magnolia Private Wealth, LLC | 57.70K | Jun 30, 26 | +31.82K | 0.03% |
| Tower Research Capital LLC (TRC) | 56.71K | Jun 30, 26 | +56.71K | 0.03% |
| BENJAMIN EDWARDS INC | 56.25K | Jun 30, 26 | +3.11K | 0.03% |
| Ausdal Financial Partners, Inc. | 50.80K | Jun 30, 26 | +3.26K | 0.03% |
| World Investment Advisors | 50.33K | Jun 30, 26 | +367 | 0.03% |
| Envestnet Portfolio Solutions, Inc. | 50.11K | Jun 30, 26 | +13.45K | 0.03% |
| FIDUCIARY TRUST CO | 50.00K | Jun 30, 26 | -- | 0.03% |
| Creative Planning | 48.86K | Jun 30, 26 | +6.25K | 0.03% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 44.28K | Jun 30, 26 | +44.28K | 0.02% |
| Merit Financial Group, LLC | 43.96K | Jun 30, 26 | +116 | 0.02% |
| NorthRock Partners, LLC | 41.92K | Jun 30, 26 | -3.23K | 0.02% |
| ProVise Management Group, LLC | 41.79K | Jun 30, 26 | +1.01K | 0.02% |
| MAI Capital Management | 40.24K | Jun 30, 26 | +14 | 0.02% |
| Ally Invest Advisors Inc. | 39.36K | Jun 30, 26 | +2.35K | 0.02% |
| KEYBANK NATIONAL ASSOCIATION/OH | 38.46K | Jun 30, 26 | +21.50K | 0.02% |
| FLP Wealth Management, LLC | 36.71K | Jun 30, 26 | +4.98K | 0.02% |
| Veltria Advisors Corp. | 34.03K | Jun 30, 26 | -- | 0.02% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 33.60K | Jun 30, 26 | -- | 0.02% |
| NICOLET BANKSHARES INC | 32.38K | Jun 30, 26 | -5.12K | 0.02% |
| Ducere Wealth Management LLC | 31.77K | Jun 30, 26 | -467 | 0.02% |
| &PARTNERS | 30.35K | Jun 30, 26 | +10.25K | 0.02% |
| Keating Financial Advisory Services, Inc. | 30.32K | Jun 30, 26 | +5.59K | 0.02% |
| BlackRock, Inc. | 30.20K | Jun 30, 26 | +1.07K | 0.02% |
| J.W. COLE ADVISORS, INC. | 26.81K | Jun 30, 26 | +3.99K | 0.01% |
| CAPTRUST FINANCIAL ADVISORS | 23.93K | Jun 30, 26 | -4.77K | 0.01% |
| IFG Advisory, LLC | 23.34K | Jun 30, 26 | +23.34K | 0.01% |
| Advisory Alpha, LLC | 23.00K | Jun 30, 26 | -633 | 0.01% |
| FLAGSHIP HARBOR ADVISORS, LLC | 22.98K | Jun 30, 26 | +385 | 0.01% |
| Crews Bank & Trust | 22.82K | Jun 30, 26 | -2.70K | 0.01% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 21.95K | Jun 30, 26 | -5.07K | 0.01% |
| MRP Capital Investments, LLC | 21.86K | Jun 30, 26 | -- | 0.01% |
| Orion Porfolio Solutions, LLC | 20.19K | Jun 30, 26 | -948 | 0.01% |
| Arkadios Wealth Advisors | 20.09K | Jun 30, 26 | +8.96K | 0.01% |
| Mariner, LLC | 19.52K | Jun 30, 26 | +19.52K | 0.01% |
| Ackerman Capital Advisors, LLC | 18.86K | Jun 30, 26 | -380 | 0.01% |
| Advisory Resource Group | 18.23K | Jun 30, 26 | +207 | 0.01% |
| OLD MISSION CAPITAL LLC | 18.09K | Jun 30, 26 | +18.09K | 0.01% |
| Vectors Research Management, LLC | 18.02K | Jun 30, 26 | -- | 0.01% |
| PKS Advisory Services, LLC | 17.95K | Jun 30, 26 | +17.95K | 0.01% |
| FMR LLC | 17.44K | Jun 30, 26 | +5.89K | 0.01% |
| Town Capital LLC | 17.20K | Jun 30, 26 | +17.20K | 0.01% |
| Coastal Bridge Advisors, LLC | 16.97K | Jun 30, 26 | -- | 0.01% |
| Thomasville National Bank | 16.60K | Jun 30, 26 | +16.60K | 0.01% |
| Schwallier Wealth Management LLC | 16.49K | Jun 30, 26 | +1.61K | 0.01% |
| Tyche Wealth Partners LLC | 16.49K | Jun 30, 26 | -11.43K | 0.01% |
| Sanchez Gaunt Capital Management, LLC | 16.15K | Jun 30, 26 | +307 | 0.01% |
| Capital Analysts, LLC | 16.14K | Jun 30, 26 | +2.83K | 0.01% |
| CURTIS WEALTH MANAGEMENT LLC | 15.65K | Jun 30, 26 | +6.54K | 0.01% |
| Integrity Advisory Solutions, LLC | 15.45K | Jun 30, 26 | +6 | 0.01% |
| Wiser Advisor Group LLC | 15.27K | Jun 30, 26 | -1.42K | 0.01% |
| Gladstone Institutional Advisory LLC | 14.79K | Jun 30, 26 | -1.50K | 0.01% |
| American Institute for Advanced Investment Management, LLP | 14.77K | Jun 30, 26 | -- | 0.01% |
| COMMERCE BANK | 14.57K | Jun 30, 26 | -- | 0.01% |
| SILVER OAK SECURITIES, INCORPORATED | 14.54K | Jun 30, 26 | -245 | 0.01% |
| Unify Financial Advisors | 14.44K | Jun 30, 26 | -- | 0.01% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 14.13K | Jun 30, 26 | +14.13K | 0.01% |
| Ballast Rock Private Wealth LLC | 14.00K | Jun 30, 26 | -- | 0.01% |
| HARBOUR INVESTMENTS, INC. | 13.68K | Jun 30, 26 | +243 | 0.01% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 13.65K | Jun 30, 26 | +8.21K | 0.01% |
| Equitable Holdings, Inc. | 13.55K | Jun 30, 26 | +13.55K | 0.01% |
| Gateway Wealth Partners, LLC | 13.53K | Jun 30, 26 | -5.28K | 0.01% |
| Daviman Financial, LLC | 13.28K | Jun 30, 26 | +13.28K | 0.01% |
| FIRST TRUST ADVISORS LP | 13.19K | Jun 30, 26 | +205 | 0.01% |
| IMG Wealth Management, Inc. | 12.95K | Jun 30, 26 | +7.80K | 0.01% |
| Alaska Wealth Advisors, LLC | 12.24K | Jun 30, 26 | -- | 0.01% |
| HRT FINANCIAL LP | 12.21K | Jun 30, 26 | +12.21K | 0.01% |
| Range Advisory, LLC | 12.17K | Jun 30, 26 | +12.17K | 0.01% |
| Steward Partners Investment Advisory, LLC | 12.12K | Jun 30, 26 | -10.28K | 0.01% |
| NewEdge Wealth, LLC | 12.07K | Jun 30, 26 | +1.70K | 0.01% |
| Tandem Financial, LLC | 11.97K | Jun 30, 26 | -- | 0.01% |
| Qube Research & Technologies Ltd | 11.76K | Jun 30, 26 | +11.76K | 0.01% |
| Pinnacle Financial Partners, Inc. | 11.34K | Jun 30, 26 | +272 | 0.01% |
| Meridian Wealth Management, LLC | 11.25K | Jun 30, 26 | -- | 0.01% |
| OneDigital Investment Advisors LLC | 11.25K | Jun 30, 26 | +11.25K | 0.01% |
| Park State Asset Management | 11.16K | Jun 30, 26 | +11.16K | 0.01% |
| CALTON & ASSOCIATES, INC. | 10.88K | Jun 30, 26 | -8.16K | 0.01% |
| Cerity Partners LLC | 10.78K | Jun 30, 26 | -18.47K | 0.01% |
| Capstone Financial Advisors, Inc. | 10.67K | Jun 30, 26 | +99 | 0.01% |
| Crusonia Wealth Advisors LLC | 10.46K | Jun 30, 26 | +10.46K | 0.01% |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 10.44K | Jun 30, 26 | -- | 0.01% |
| Parcion Private Wealth LLC | 10.10K | Jun 30, 26 | -1.44K | 0.01% |
| CULLEN/FROST BANKERS, INC. | 10.00K | Jun 30, 26 | -2.37K | 0.01% |
| Bridgewater Advisors Inc. | 10.00K | Jun 30, 26 | -- | 0.01% |
| Key Capital Management, INC | 9.93K | Jun 30, 26 | +5.57K | 0.01% |
| Mayflower Financial Advisors, LLC | 9.82K | Jun 30, 26 | -125 | 0.01% |
| Lifeworks Advisors, LLC | 9.82K | Jun 30, 26 | -1.20K | 0.01% |
| Fortis Capital Advisors, LLC | 9.79K | Jun 30, 26 | -299 | 0.01% |
| Belpointe Asset Management LLC | 9.79K | Jun 30, 26 | -299 | 0.01% |
| Modern Wealth Management, LLC | 9.73K | Jun 30, 26 | +9.73K | 0.01% |
| CFO4Life Group, LLC | 9.70K | Jun 30, 26 | +9.70K | 0.01% |
| Cornerstone Wealth Management, LLC | 9.51K | Jun 30, 26 | -- | 0.01% |
| GREAT VALLEY ADVISOR GROUP, INC. | 9.49K | Jun 30, 26 | -- | 0.01% |
| Kingdom Financial Group LLC. | 9.23K | Jun 30, 26 | +88 | 0.00% |
| Mutual Advisors, LLC | 9.08K | Jun 30, 26 | +9.08K | 0.00% |
| PATRON PARTNERS, LLC | 8.99K | Jun 30, 26 | -1.56K | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 8.99K | Jun 30, 26 | +8.99K | 0.00% |
| Advyzon Investment Management, LLC | 8.89K | Jun 30, 26 | +8.89K | 0.00% |
| Venturi Wealth Management, LLC | 8.77K | Jun 30, 26 | -25 | 0.00% |
| Total Clarity Wealth Management, Inc. | 8.73K | Jun 30, 26 | +8.73K | 0.00% |
| Spire Wealth Management | 8.50K | Jun 30, 26 | +680 | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6.12K | Jun 30, 26 | +675 | 0.00% |
| Aptus Capital Advisors, LLC | 5.38K | Jun 30, 26 | -- | 0.00% |
| Ancora Advisors LLC | 5.09K | Jun 30, 26 | -522 | 0.00% |
| Capital Investment Advisory Services, LLC | 4.69K | Jun 30, 26 | +97 | 0.00% |
| Greykasell Wealth Strategies, Inc. | 4.64K | Jun 30, 26 | -- | 0.00% |
| BANK OF MONTREAL /CAN/ | 4.60K | Jun 30, 26 | +4.42K | 0.00% |
| Independence Bank of Kentucky | 4.59K | Jun 30, 26 | -- | 0.00% |
| BLAIR WILLIAM & CO/IL | 3.92K | Jun 30, 26 | +922 | 0.00% |
| Signature Equity Partners, LLC | 3.83K | Jun 30, 26 | -3.81K | 0.00% |
| RICHARDSON FINANCIAL SERVICES INC. | 3.60K | Jun 30, 26 | -935 | 0.00% |
| Global Retirement Partners, LLC | 3.32K | Jun 30, 26 | +3.32K | 0.00% |
| LANARK FINANCIAL, INC. | 2.96K | Jun 30, 26 | +15 | 0.00% |
| Westside Investment Management, Inc. | 2.50K | Jun 30, 26 | -- | 0.00% |
| AlphaCore Capital LLC | 2.43K | Jun 30, 26 | -- | 0.00% |
| BNP PARIBAS FINANCIAL MARKETS | 2.18K | Jun 30, 26 | +1.98K | 0.00% |
| GeoWealth Management, LLC | 2.02K | Jun 30, 26 | +2.02K | 0.00% |
| Centennial Bank/AR/ | 2.02K | Jun 30, 26 | -114 | 0.00% |
| Coston, McIsaac & Partners | 1.76K | Jun 30, 26 | -- | 0.00% |
| Lloyd Advisory Services, LLC. | 1.73K | Jun 30, 26 | -7.42K | 0.00% |
| LGT Financial Advisors LLC | 1.65K | Jun 30, 26 | +26 | 0.00% |
| Winthrop Capital Management, LLC | 1.63K | Jun 30, 26 | -- | 0.00% |
| United Financial Planning Group LLC | 1.48K | Jun 30, 26 | +166 | 0.00% |
| HUNTINGTON NATIONAL BANK | 1.33K | Jun 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 1.32K | Jun 30, 26 | -119 | 0.00% |
| Larson Financial Group LLC | 1.29K | Jun 30, 26 | +12 | 0.00% |
| Rossby Financial, LCC | 1.20K | Jun 30, 26 | +1.11K | 0.00% |
| FRANKLIN TEMPLETON INC | 1.00K | Jun 30, 26 | -- | 0.00% |
| N.E.W. Advisory Services LLC | 1.00K | Jun 30, 26 | -- | 0.00% |
| Meramec Financial Planners, LLC | 1.00K | Jun 30, 26 | -- | 0.00% |
| Vision Retirement, LLC | 878 | Jun 30, 26 | -- | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 824 | Jun 30, 26 | +718 | 0.00% |
| Godfrey Financial Associates, Inc. | 810 | Jun 30, 26 | -- | 0.00% |
| HORIZON FINANCIAL SERVICES, LLC | 742 | Jun 30, 26 | -- | 0.00% |
| Founders Financial Alliance, LLC | 697 | Jun 30, 26 | +7 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 602 | Jun 30, 26 | +602 | 0.00% |
| Bogart Wealth, LLC | 549 | Jun 30, 26 | -- | 0.00% |
| Raleigh Capital Management Inc. | 500 | Jun 30, 26 | +500 | 0.00% |
| Elevated Capital Advisors, LLC | 496 | Jun 30, 26 | +250 | 0.00% |
| Smartleaf Asset Management LLC | 430 | Jun 30, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 364 | Jun 30, 26 | -422 | 0.00% |
| Institute for Wealth Management, LLC. | 335 | Jun 30, 26 | +335 | 0.00% |
| Financial Network Wealth Advisors LLC | 187 | Jun 30, 26 | -- | 0.00% |
| Delos Wealth Advisors, LLC | 176 | Jun 30, 26 | +176 | 0.00% |
| Clearstead Advisors, LLC | 132 | Jun 30, 26 | +132 | 0.00% |
| Brooklyn FI, LLC | 39 | Jun 30, 26 | +39 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8 | Jun 30, 26 | +6 | 0.00% |
| Ashton Thomas Private Wealth, LLC | 7 | Jun 30, 26 | +7 | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -93.30K | -- |
| Parkside Financial Bank & Trust | -- | Jun 30, 26 | -3.27K | -- |
| UMB Bank, n.a. | -- | Jun 30, 26 | -34.64K | -- |
| Innovative Asset Advisors Group, LLC | -- | Jun 30, 26 | -495 | -- |
| Addison Advisors LLC | -- | Jun 30, 26 | -7.09K | -- |
| FINANCIAL CONSULATE, INC | -- | Jun 30, 26 | -37 | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -270.86K | -- |
| Cadia Private Client LLC | -- | Jun 30, 26 | -9.14K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -4.76K | -- |
| Oakworth Capital, Inc. | -- | Jun 30, 26 | -12.29K | -- |
| Banque Transatlantique SA | -- | Jun 30, 26 | -88 | -- |
| Grantham, Mayo, Van Otterloo & Co. LLC | -- | Jun 30, 26 | -74.87K | -- |
| HighPoint Advisor Group LLC | -- | Jun 30, 26 | -9.77K | -- |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -389.80K | -- |
| STEPHENS INC /AR/ | -- | Jun 30, 26 | -19.03K | -- |
| Richard Bernstein Advisors LLC | 9.10M | Mar 31, 26 | +6.06M | 4.84% |
| EXENCIAL WEALTH ADVISORS, LLC | 260.39K | Mar 31, 26 | +237.41K | 0.14% |
| Northeast Financial Group, Inc. | 65.60K | Mar 31, 26 | -25.64K | 0.03% |
| U.S. Capital Wealth Advisors, LLC | 31.82K | Mar 31, 26 | +31.82K | 0.02% |
| Leo Wealth, LLC | 12.28K | Mar 31, 26 | -750 | 0.01% |
| CWM, LLC | 2.51K | Mar 31, 26 | +2.13K | 0.00% |
| COMERICA BANK | 268.42K | Dec 31, 25 | +2.84K | 0.14% |
| MidWestOne Financial Group, Inc. | 45.26K | Dec 31, 25 | -- | 0.02% |
| Running Point Capital Advisors, LLC | 27.79K | Dec 31, 25 | -8.18K | 0.01% |
| Passumpsic Savings Bank | 11.79K | Dec 31, 25 | +11.79K | 0.01% |
| High Falls Advisors, Inc | 9.85K | Dec 31, 25 | +5 | 0.01% |
| New Millennium Group LLC | 3.98K | Dec 31, 25 | -- | 0.00% |
| SYNOVUS FINANCIAL CORP | 10.97K | Sep 30, 25 | +10.97K | 0.01% |
| Pineridge Advisors LLC | 5.71K | Sep 30, 25 | -155 | 0.00% |
| DOHJ, LLC | 102.23K | Jun 30, 25 | +86.49K | 0.05% |
| AVANTAX ADVISORY SERVICES, INC. | 10.16K | Jun 30, 25 | +10.16K | 0.01% |
| Iron Horse Wealth Management, LLC | 189 | Jun 30, 25 | +87 | 0.00% |
| Proquility Private Wealth Partners, LLC | 300.40K | Mar 31, 25 | +206.81K | 0.16% |
| Aveo Capital Partners, LLC | 204.89K | Mar 31, 25 | -6.89K | 0.11% |
| Orion Portfolio Solutions, LLC | 10.19K | Mar 31, 25 | -- | 0.01% |
| Kolinsky Wealth Management, LLC | 20.66K | Dec 31, 24 | +3.58K | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 282.66K | Sep 30, 24 | +35.87K | 0.15% |
| RAYMOND JAMES & ASSOCIATES | 276.52K | Sep 30, 24 | -5.86K | 0.15% |
| Kowal Investment Group, LLC | 63.36K | Sep 30, 24 | -742 | 0.03% |
| RAYMOND JAMES TRUST N.A. | 36.54K | Sep 30, 24 | -1.78K | 0.02% |
| Brophy Wealth Management, LLC | 20.05K | Sep 30, 24 | +20.05K | 0.01% |
| First Personal Financial Services | -- | Sep 30, 24 | -2.35K | -- |
| Cetera Advisor Networks LLC | 179.26K | Mar 31, 24 | +27.10K | 0.10% |
| Cetera Advisors LLC | 72.93K | Mar 31, 24 | +46.45K | 0.04% |
| STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC | 16.69K | Mar 31, 24 | +16.69K | 0.01% |
| StrategIQ Financial Group, LLC | 63.17K | Dec 31, 23 | -3.75K | 0.03% |
| Baystate Wealth Management LLC | 502 | Dec 31, 23 | +502 | 0.00% |
| COMERICA SECURITIES,INC. | 43.05K | Sep 30, 23 | +4.28K | 0.02% |
| ADVISOR PARTNERS II, LLC | -- | Sep 30, 23 | -26.45K | -- |
| PFS INVESTMENTS INC. | 368.74K | Jun 30, 23 | +192.69K | 0.20% |
| BerganKDV Wealth Management, LLC | 20.82K | Jun 30, 23 | -183 | 0.01% |
| BANK OF THE WEST | 9.99K | Dec 31, 22 | -- | 0.01% |
| CAPRIN ASSET MANAGEMENT LLC /ADV | 1.59K | Dec 31, 22 | +1.59K | 0.00% |
| American Portfolios Advisors | 56.02K | Sep 30, 22 | +1.48K | 0.03% |
| Danda Trouve Investment Management, Inc. | 1.14K | Sep 30, 22 | +10 | 0.00% |
| FourThought Financial, LLC | 1.10K | Sep 30, 22 | -- | 0.00% |
| Fieldpoint Private Securities, LLC | 49.84K | Jun 30, 22 | -2.65K | 0.03% |
| KerberRose Wealth Management, LLC | 10.62K | Jun 30, 22 | +10.62K | 0.01% |
| Carroll Financial Associates, Inc. | 400 | Dec 31, 21 | -- | 0.00% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 410.15K | Sep 30, 21 | +8.48K | 0.22% |
| Cardan Capital Partners, LLC | 66.89K | Sep 30, 21 | +669 | 0.04% |
| PNC Managed Account Solutions, Inc. | 1.16K | Jun 30, 21 | +1.16K | 0.00% |
| First Allied Advisory Services, Inc. | 72.26K | Sep 30, 20 | -1.61K | 0.04% |
| Watson Rebecca | 44.56K | Sep 30, 20 | +248 | 0.02% |
| NewDay Solutions, LLC | -- | Jun 30, 20 | -41.24K | -- |
| Advisor Group, Inc. | 389.51K | Dec 31, 19 | +41.69K | 0.21% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 213.23K | Dec 31, 19 | +27.42K | 0.11% |
| CAPITAL ONE, NATIONAL ASSOCIATION | 10.91K | Dec 31, 19 | +10.91K | 0.01% |
| BB&T SECURITIES, LLC | 38.25K | Sep 30, 19 | +441 | 0.02% |
| MRA Associates USA LLC | 11.57K | Sep 30, 19 | -6.67K | 0.01% |
| Sound View Wealth Advisors, LLC | 13.04K | Mar 31, 19 | -- | 0.01% |
| Live Your Vision, LLC | 2.00K | Mar 31, 19 | +1.00K | 0.00% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data