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 |
|---|---|---|---|---|
| Ellis Investment Partners, LLC | 1.30M | Jun 30, 26 | +43.55K | 2.72% |
| MORGAN STANLEY | 1.13M | Jun 30, 26 | -29.73K | 2.36% |
| WELLS FARGO & COMPANY/MN | 769.90K | Jun 30, 26 | +91.72K | 1.60% |
| LPL Financial LLC | 745.72K | Jun 30, 26 | +2.71K | 1.55% |
| BANK OF AMERICA CORP /DE/ | 616.34K | Jun 30, 26 | +15.51K | 1.28% |
| XML Financial, LLC | 598.75K | Jun 30, 26 | +37.67K | 1.25% |
| AMERIPRISE FINANCIAL INC | 403.05K | Jun 30, 26 | -286.39K | 0.84% |
| RAYMOND JAMES FINANCIAL INC | 295.25K | Jun 30, 26 | -23.72K | 0.62% |
| UBS Group AG | 285.25K | Jun 30, 26 | +31.23K | 0.59% |
| ROYAL BANK OF CANADA | 283.64K | Jun 30, 26 | -29.56K | 0.59% |
| WOLVERINE ASSET MANAGEMENT LLC | 195.73K | Jun 30, 26 | +73.85K | 0.41% |
| Cetera Investment Advisers | 176.29K | Jun 30, 26 | +18.78K | 0.37% |
| Cambridge Investment Research Advisors, Inc. | 159.40K | Jun 30, 26 | +30.95K | 0.33% |
| HARBOUR INVESTMENTS, INC. | 147.03K | Jun 30, 26 | -205 | 0.31% |
| ADVISOR GROUP HOLDINGS, INC. | 145.88K | Jun 30, 26 | +28.29K | 0.30% |
| Johnson Financial Group, Inc. | 143.87K | Jun 30, 26 | -3.40K | 0.30% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 136.02K | Jun 30, 26 | +118.61K | 0.28% |
| Hennion & Walsh Asset Management, Inc. | 126.88K | Jun 30, 26 | -11.66K | 0.26% |
| Kestra Advisory Services, LLC | 106.57K | Jun 30, 26 | -11.83K | 0.22% |
| COMMONWEALTH EQUITY SERVICES, LLC | 100.78K | Jun 30, 26 | -23.21K | 0.21% |
| SHUFRO ROSE & CO LLC | 62.00K | Jun 30, 26 | -- | 0.13% |
| Koshinski Asset Management, Inc. | 51.09K | Jun 30, 26 | -20.28K | 0.11% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 47.92K | Jun 30, 26 | +1.04K | 0.10% |
| Private Advisor Group, LLC | 47.16K | Jun 30, 26 | +47 | 0.10% |
| Future Financial Wealth Managment LLC | 46.77K | Jun 30, 26 | -10.50K | 0.10% |
| Capital Investment Advisors, LLC | 45.46K | Jun 30, 26 | -1.74K | 0.09% |
| Smith Asset Management Co., LLC | 45.34K | Jun 30, 26 | +171 | 0.09% |
| JANE STREET GROUP, LLC | 44.88K | Jun 30, 26 | +30.52K | 0.09% |
| INDEPENDENT FINANCIAL GROUP, LLC | 43.03K | Jun 30, 26 | +4.70K | 0.09% |
| OARSMAN CAPITAL, INC. | 42.35K | Jun 30, 26 | -- | 0.09% |
| Colony Group, LLC | 39.26K | Jun 30, 26 | +14.34K | 0.08% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 38.16K | Jun 30, 26 | +575 | 0.08% |
| Atlantic Union Bankshares Corp | 36.81K | Jun 30, 26 | -2.99K | 0.08% |
| Logan Stone Capital, LLC | 35.92K | Jun 30, 26 | +35.92K | 0.07% |
| Samalin Investment Counsel, LLC | 31.21K | Jun 30, 26 | -11.63K | 0.07% |
| ENVESTNET ASSET MANAGEMENT INC | 28.14K | Jun 30, 26 | +10.24K | 0.06% |
| Sound Income Strategies, LLC | 27.80K | Jun 30, 26 | -2.12K | 0.06% |
| FIFTH THIRD BANCORP | 27.14K | Jun 30, 26 | +735 | 0.06% |
| Invesco Ltd. | 27.00K | Jun 30, 26 | +27.00K | 0.06% |
| Everstar Asset Management, LLC | 26.56K | Jun 30, 26 | -- | 0.06% |
| Secure Asset Management, LLC | 25.90K | Jun 30, 26 | +14 | 0.05% |
| Steward Partners Investment Advisory, LLC | 24.98K | Jun 30, 26 | -2.90K | 0.05% |
| INSIGNEO ADVISORY SERVICES, LLC | 23.80K | Jun 30, 26 | -- | 0.05% |
| READYSTATE ASSET MANAGEMENT LP | 23.48K | Jun 30, 26 | -4.20K | 0.05% |
| MML INVESTORS SERVICES, LLC | 23.07K | Jun 30, 26 | +2.02K | 0.05% |
| EP Wealth Advisors, LLC | 22.94K | Jun 30, 26 | +22.94K | 0.05% |
| AlphaCore Capital LLC | 22.78K | Jun 30, 26 | +230 | 0.05% |
| Magnus Financial Group LLC | 22.19K | Jun 30, 26 | -971 | 0.05% |
| Farther Finance Advisors, LLC | 20.92K | Jun 30, 26 | +62 | 0.04% |
| HighTower Advisors, LLC | 20.77K | Jun 30, 26 | -1.19K | 0.04% |
| Abel Hall, LLC | 20.00K | Jun 30, 26 | +20.00K | 0.04% |
| XTX Topco Ltd | 19.47K | Jun 30, 26 | +19.47K | 0.04% |
| Intellus Advisors LLC | 19.36K | Jun 30, 26 | +2.90K | 0.04% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 18.60K | Jun 30, 26 | -389 | 0.04% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 18.32K | Jun 30, 26 | +670 | 0.04% |
| Creative Planning | 17.72K | Jun 30, 26 | -7.60K | 0.04% |
| Investment Planning Advisors, Inc. | 17.14K | Jun 30, 26 | +131 | 0.04% |
| WealthBridge Capital Management, LLC | 17.05K | Jun 30, 26 | +100 | 0.04% |
| NORTHERN TRUST CORP | 16.87K | Jun 30, 26 | +57 | 0.04% |
| Janney Montgomery Scott LLC | 16.13K | Jun 30, 26 | +692 | 0.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16.12K | Jun 30, 26 | +1.40K | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 15.93K | Jun 30, 26 | +998 | 0.03% |
| Cornerstone Wealth Management, LLC | 15.84K | Jun 30, 26 | +3.77K | 0.03% |
| WEST MICHIGAN ADVISORS, LLC | 15.46K | Jun 30, 26 | +55 | 0.03% |
| Advisory Services Network, LLC | 15.38K | Jun 30, 26 | +4.12K | 0.03% |
| SILVER OAK SECURITIES, INCORPORATED | 15.38K | Jun 30, 26 | +1.88K | 0.03% |
| TCG Advisory Services, LLC | 14.00K | Jun 30, 26 | -- | 0.03% |
| Sanctuary Advisors, LLC | 13.01K | Jun 30, 26 | -417 | 0.03% |
| Mariner, LLC | 12.65K | Jun 30, 26 | +1.10K | 0.03% |
| LexAurum Advisors, LLC | 12.26K | Jun 30, 26 | -1.86K | 0.03% |
| RB Capital Management, LLC | 11.97K | Jun 30, 26 | -3.19K | 0.02% |
| AQR CAPITAL MANAGEMENT LLC | 11.92K | Jun 30, 26 | -- | 0.02% |
| NWF Advisory Services Inc. | 11.50K | Jun 30, 26 | +11.50K | 0.02% |
| WEALTH EFFECTS LLC | 11.30K | Jun 30, 26 | -- | 0.02% |
| one8zero8, LLC | 11.00K | Jun 30, 26 | -- | 0.02% |
| Ameritas Advisory Services, LLC | 10.72K | Jun 30, 26 | +10.72K | 0.02% |
| D.A. DAVIDSON & CO. | 10.63K | Jun 30, 26 | -392 | 0.02% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10.44K | Jun 30, 26 | -510 | 0.02% |
| NOMURA HOLDINGS INC | 10.00K | Jun 30, 26 | +10.00K | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 8.52K | Jun 30, 26 | +8.52K | 0.02% |
| Rockefeller Capital Management L.P. | 6.35K | Jun 30, 26 | +692 | 0.01% |
| SRS Capital Advisors, Inc. | 6.15K | Jun 30, 26 | +6.15K | 0.01% |
| PRIVATE TRUST CO NA | 6.12K | Jun 30, 26 | -- | 0.01% |
| Triumph Capital Management | 4.22K | Jun 30, 26 | -200 | 0.01% |
| Manchester Capital Management LLC | 4.00K | Jun 30, 26 | -- | 0.01% |
| Keating Financial Advisory Services, Inc. | 3.81K | Jun 30, 26 | +74 | 0.01% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 3.00K | Jun 30, 26 | +3.00K | 0.01% |
| ISLAY CAPITAL MANAGEMENT, LLC | 3.00K | Jun 30, 26 | -- | 0.01% |
| CULLEN/FROST BANKERS, INC. | 2.71K | Jun 30, 26 | -- | 0.01% |
| Strategic Wealth Partners, Ltd. | 2.55K | Jun 30, 26 | -- | 0.01% |
| Allworth Financial LP | 2.21K | Jun 30, 26 | -- | 0.00% |
| Investors Research Corp | 2.20K | Jun 30, 26 | -- | 0.00% |
| Integrated Wealth Concepts LLC | 2.18K | Jun 30, 26 | +2.18K | 0.00% |
| Parkside Financial Bank & Trust | 1.80K | Jun 30, 26 | -- | 0.00% |
| Heritage Wealth Advisors | 1.76K | Jun 30, 26 | +1.76K | 0.00% |
| SIGNATUREFD, LLC | 1.65K | Jun 30, 26 | +150 | 0.00% |
| Spire Wealth Management | 1.64K | Jun 30, 26 | +32 | 0.00% |
| NBC SECURITIES, INC. | 1.30K | Jun 30, 26 | +100 | 0.00% |
| US BANCORP \DE\ | 1.26K | Jun 30, 26 | -- | 0.00% |
| Kilter Group LLC | 1.20K | Jun 30, 26 | -- | 0.00% |
| Main Street Group, LTD | 1.04K | Jun 30, 26 | -- | 0.00% |
| Hurley Capital, LLC | 1.00K | Jun 30, 26 | -- | 0.00% |
| TOTH FINANCIAL ADVISORY CORP | 920 | Jun 30, 26 | -- | 0.00% |
| Truvestments Capital LLC | 916 | Jun 30, 26 | -- | 0.00% |
| NewEdge Advisors, LLC | 818 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 768 | Jun 30, 26 | +768 | 0.00% |
| Plante Moran Financial Advisors, LLC | 666 | Jun 30, 26 | +666 | 0.00% |
| JPMORGAN CHASE & CO | 664 | Jun 30, 26 | -6.18K | 0.00% |
| Fortis Group Advisors, LLC | 600 | Jun 30, 26 | -- | 0.00% |
| Bogart Wealth, LLC | 560 | Jun 30, 26 | -- | 0.00% |
| Buck Wealth Strategies, LLC | 446 | Jun 30, 26 | +446 | 0.00% |
| Hartford Financial Management Inc. | 444 | Jun 30, 26 | -- | 0.00% |
| Financial Network Wealth Advisors LLC | 397 | Jun 30, 26 | +397 | 0.00% |
| Physician Wealth Advisors, Inc. | 375 | Jun 30, 26 | -- | 0.00% |
| Allied Private Wealth LLC | 359 | Jun 30, 26 | +359 | 0.00% |
| Cape Investment Advisory, Inc. | 300 | Jun 30, 26 | +300 | 0.00% |
| JDM Financial Group LLC | 271 | Jun 30, 26 | -- | 0.00% |
| HAZLETT, BURT & WATSON, INC. | 260 | Jun 30, 26 | +5 | 0.00% |
| IFP Advisors, Inc | 259 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 181 | Jun 30, 26 | +181 | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 150 | Jun 30, 26 | -- | 0.00% |
| Aventura Private Wealth, LLC | 137 | Jun 30, 26 | +2 | 0.00% |
| Godfrey Financial Associates, Inc. | 95 | Jun 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 77 | Jun 30, 26 | +1 | 0.00% |
| JFS WEALTH ADVISORS, LLC | 71 | Jun 30, 26 | +71 | 0.00% |
| WOLFF WIESE MAGANA LLC | 28 | Jun 30, 26 | -- | 0.00% |
| HOLLENCREST CAPITAL MANAGEMENT | 10 | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 5 | Jun 30, 26 | -39 | 0.00% |
| Venture Visionary Partners LLC | -- | Jun 30, 26 | -10.22K | -- |
| DAVENPORT & Co LLC | -- | Jun 30, 26 | -14.59K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -3.94K | -- |
| Clearstead Advisors, LLC | -- | Jun 30, 26 | -2.00K | -- |
| Z3 Capital Partners, LLC | -- | Jun 30, 26 | -10.75K | -- |
| Osbon Capital Management LLC | -- | Jun 30, 26 | -1.35K | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -11 | -- |
| Beaird Harris Wealth Management, LLC | -- | Jun 30, 26 | -98 | -- |
| CWM, LLC | 2.91K | Mar 31, 26 | +689 | 0.01% |
| Sunbelt Securities, Inc. | 150 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 15.93K | Dec 31, 25 | -518 | 0.03% |
| Moloney Securities Asset Management, LLC | 19.07K | Sep 30, 25 | +331 | 0.04% |
| TFG Advisers LLC | 11.92K | Jun 30, 25 | -45 | 0.02% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -18.13K | -- |
| Monterey Private Wealth, Inc. | 9.90K | Mar 31, 25 | -- | 0.02% |
| Sanctuary Wealth Management, L.L.C. | 1.00K | Dec 31, 24 | -- | 0.00% |
| AlphaMark Advisors, LLC | 310 | Dec 31, 24 | +6 | 0.00% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -994 | -- |
| Raymond James Financial Services Advisors, Inc. | 268.66K | Sep 30, 24 | +1.42K | 0.56% |
| RAYMOND JAMES & ASSOCIATES | 116.69K | Sep 30, 24 | -13 | 0.24% |
| All Season Financial Advisors, Inc. | 26.77K | Sep 30, 24 | +59 | 0.06% |
| HoyleCohen, LLC | 15.90K | Jun 30, 24 | -980 | 0.03% |
| Cetera Advisor Networks LLC | 69.96K | Mar 31, 24 | +1.69K | 0.15% |
| Retirement Group, LLC | 365 | Mar 31, 24 | -- | 0.00% |
| Bartlett & Co. LLC | 106.75K | Dec 31, 23 | -- | 0.22% |
| GOODWIN DANIEL L | 17.50K | Sep 30, 23 | -- | 0.04% |
| Antonetti Capital Management LLC | 20 | Sep 30, 23 | -- | 0.00% |
| Ahrens Investment Partners LLC | 7.00K | Mar 31, 23 | -3.40K | 0.01% |
| RESOLUTE FINANCIAL, LLC | 17.64K | Dec 31, 22 | -389 | 0.04% |
| FourThought Financial, LLC | 62.47K | Sep 30, 22 | +2.62K | 0.13% |
| American Portfolios Advisors | 16.32K | Sep 30, 22 | -- | 0.03% |
| Resource Management, LLC | 7.03K | Dec 31, 21 | +7.03K | 0.01% |
| NEXT Financial Group, Inc | 3.00K | Dec 31, 21 | +158 | 0.01% |
| Crescent Capital Consulting, LLC | 100 | Dec 31, 21 | -- | 0.00% |
| LEVEL FOUR FINANCIAL, LLC | 20.70K | Sep 30, 21 | -- | 0.04% |
| Weather Gauge Advisory, LLC | 7.81K | Sep 30, 21 | +10 | 0.02% |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 40.10K | Dec 31, 20 | -100 | 0.08% |
| Point View Wealth Management, Inc. | 13.71K | Dec 31, 20 | -534 | 0.03% |
| OLD MISSION CAPITAL, LLC | 9.30K | Dec 31, 20 | +9.30K | 0.02% |
| Stellar Capital Management, LLC | 23.42K | Jun 30, 20 | +400 | 0.05% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 96.59K | Dec 31, 19 | -3.43K | 0.20% |
| Advisor Group, Inc. | 29.56K | Dec 31, 19 | -6.81K | 0.06% |
| BB&T SECURITIES, LLC | 66.50K | Sep 30, 19 | +1.72K | 0.14% |
| SUNTRUST BANKS INC | 19.66K | Sep 30, 19 | +19.66K | 0.04% |
| NEXT Financial Holdings | 942 | Mar 31, 19 | +942 | 0.00% |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 13.77K | Dec 31, 18 | +13.77K | 0.03% |
| Financial Gravity Companies, Inc. | -- | Dec 31, 18 | -- | -- |
| XML SECURITIES, LLC | 85.64K | Mar 31, 18 | -1.42K | 0.18% |
| Yellowstone Partners, LLC | -- | Dec 31, 17 | -16.40K | -- |
| Commonwealth Equity Services, Inc | 55.72K | Jun 30, 17 | +1.63K | 0.12% |
| FIRST FINANCIAL EQUITY CORPORATION | 59.00K | Mar 31, 17 | +59.00K | 0.12% |
| JANUS HENDERSON INVESTORS US LLC | -- | Mar 31, 17 | -110.96K | -- |
| MSI Financial Services Inc | 9.70K | Dec 31, 16 | +1.61K | 0.02% |
| VSR Financial Services, Inc. | 45.75K | Jun 30, 16 | +8.14K | 0.10% |
| Investors Capital Advisory Services | 10.09K | Jun 30, 16 | -345 | 0.02% |
| Pinnacle Summer Investments, Inc. | -- | Dec 31, 15 | -2.20K | -- |
| STANCORP INVESTMENT ADVISERS INC | 1.21K | Mar 31, 15 | -- | 0.00% |
| NEW ENGLAND SECURITIES CORP /MA/ | 1.98K | Dec 31, 14 | +1.98K | 0.00% |
| UBS AG | 167.78K | Sep 30, 14 | +1.30K | 0.35% |
| BlueCrest Capital Management LLP | -- | Sep 30, 14 | -17.18K | -- |
| COMMUNITY BANK SYSTEM, INC. | -- | Sep 30, 14 | -200 | -- |
| KMS FINANCIAL SERVICES, INC | -- | Jun 30, 14 | -13.69K | -- |
| First Allied Securities, Inc. | 7.13K | Jun 30, 12 | +68 | 0.01% |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 323.41K | Jun 30, 10 | +19.84K | 0.67% |
| LEHMAN BROTHERS HOLDINGS INC. PLAN TRUST | -- | Jun 30, 08 | -23.93K | -- |