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 | 428.66K | Jun 30, 26 | +186.19K | 13.33% |
| New Harbor Financial Group, LLC | 371.27K | Jun 30, 26 | +4.79K | 11.55% |
| TWO SIGMA INVESTMENTS, LP | 186.39K | Jun 30, 26 | +118.20K | 5.80% |
| LPL Financial LLC | 127.28K | Jun 30, 26 | +60.13K | 3.96% |
| GOLDMAN SACHS GROUP INC | 101.41K | Jun 30, 26 | -14.83K | 3.15% |
| WELLS FARGO & COMPANY/MN | 78.83K | Jun 30, 26 | +879 | 2.45% |
| RAYMOND JAMES FINANCIAL INC | 74.65K | Jun 30, 26 | -22.77K | 2.32% |
| Trek Financial, LLC | 64.02K | Jun 30, 26 | +36.35K | 1.99% |
| Black Swift Group, LLC | 62.95K | Jun 30, 26 | -5.67K | 1.96% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 55.25K | Jun 30, 26 | +17.34K | 1.72% |
| UBS Group AG | 46.84K | Jun 30, 26 | +28.70K | 1.46% |
| HighTower Advisors, LLC | 44.13K | Jun 30, 26 | +68 | 1.37% |
| BANK OF AMERICA CORP /DE/ | 43.36K | Jun 30, 26 | -1.25K | 1.35% |
| Tower Research Capital LLC (TRC) | 39.77K | Jun 30, 26 | +39.77K | 1.24% |
| D. E. Shaw & Co., Inc. | 32.56K | Jun 30, 26 | +30.83K | 1.01% |
| ROYAL BANK OF CANADA | 30.81K | Jun 30, 26 | +20.49K | 0.96% |
| FLOW TRADERS U.S. LLC | 27.34K | Jun 30, 26 | +9.20K | 0.85% |
| Cetera Investment Advisers | 21.22K | Jun 30, 26 | -1.40K | 0.66% |
| BLAIR WILLIAM & CO/IL | 19.17K | Jun 30, 26 | +17.19K | 0.60% |
| BCS Private Wealth Management, Inc. | 18.40K | Jun 30, 26 | -- | 0.57% |
| MERIDIAN INVESTMENT COUNSEL INC. | 15.29K | Jun 30, 26 | -4.48K | 0.48% |
| Invst, LLC | 14.68K | Jun 30, 26 | -896 | 0.46% |
| STIFEL FINANCIAL CORP | 9.73K | Jun 30, 26 | -1.33K | 0.30% |
| Wealthfront Advisers LLC | 9.62K | Jun 30, 26 | +2.98K | 0.30% |
| Financial Management Professionals, Inc. | 8.86K | Jun 30, 26 | +8.86K | 0.28% |
| JANE STREET GROUP, LLC | 8.07K | Jun 30, 26 | +8.07K | 0.25% |
| ENVESTNET ASSET MANAGEMENT INC | 7.56K | Jun 30, 26 | +2.87K | 0.24% |
| HRT FINANCIAL LP | 7.27K | Jun 30, 26 | +7.27K | 0.23% |
| Stratos Wealth Partners, LTD. | 6.81K | Jun 30, 26 | +2.33K | 0.21% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 5.80K | Jun 30, 26 | +513 | 0.18% |
| Qube Research & Technologies Ltd | 5.68K | Jun 30, 26 | +5.68K | 0.18% |
| ADVISOR GROUP HOLDINGS, INC. | 5.61K | Jun 30, 26 | +4.58K | 0.17% |
| TWO SIGMA SECURITIES, LLC | 5.05K | Jun 30, 26 | +5.05K | 0.16% |
| Rockefeller Capital Management L.P. | 4.97K | Jun 30, 26 | -243 | 0.15% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 4.30K | Jun 30, 26 | -1.47K | 0.13% |
| MML INVESTORS SERVICES, LLC | 4.01K | Jun 30, 26 | +4.01K | 0.12% |
| Keystone Financial Group | 3.28K | Jun 30, 26 | -680 | 0.10% |
| Beacon Pointe Advisors, LLC | 2.92K | Jun 30, 26 | +2.92K | 0.09% |
| Concorde Financial Corp | 2.57K | Jun 30, 26 | -- | 0.08% |
| Creative Planning | 2.42K | Jun 30, 26 | +2.42K | 0.08% |
| Concurrent Investment Advisors, LLC | 2.27K | Jun 30, 26 | +2.27K | 0.07% |
| PNC FINANCIAL SERVICES GROUP, INC. | 2.20K | Jun 30, 26 | -1.10K | 0.07% |
| Trademark Financial Management, LLC | 2.16K | Jun 30, 26 | -43 | 0.07% |
| Resources Investment Advisors, LLC. | 2.13K | Jun 30, 26 | +30 | 0.07% |
| Corecam Pte. Ltd. | 2.00K | Jun 30, 26 | -- | 0.06% |
| Capital Investment Advisory Services, LLC | 1.88K | Jun 30, 26 | -- | 0.06% |
| Prosperity Consulting Group, LLC | 1.84K | Jun 30, 26 | +1.84K | 0.06% |
| TRUIST FINANCIAL CORP | 1.83K | Jun 30, 26 | +102 | 0.06% |
| SummitTX Capital, L.P. | 1.10K | Jun 30, 26 | -7.78K | 0.03% |
| JPMORGAN CHASE & CO | 1.00K | Jun 30, 26 | -135 | 0.03% |
| BlackRock, Inc. | 939 | Jun 30, 26 | +939 | 0.03% |
| Steward Partners Investment Advisory, LLC | 825 | Jun 30, 26 | +388 | 0.03% |
| WHITTIER TRUST CO | 637 | Jun 30, 26 | -- | 0.02% |
| Cassaday & Co Wealth Management LLC | 538 | Jun 30, 26 | +517 | 0.02% |
| Farther Finance Advisors, LLC | 445 | Jun 30, 26 | +357 | 0.01% |
| Provident Wealth Management, LLC | 400 | Jun 30, 26 | -- | 0.01% |
| Spire Wealth Management | 350 | Jun 30, 26 | -299 | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 328 | Jun 30, 26 | +328 | 0.01% |
| FIFTH THIRD BANCORP | 300 | Jun 30, 26 | +25 | 0.01% |
| FMR LLC | 296 | Jun 30, 26 | +19 | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 268 | Jun 30, 26 | +268 | 0.01% |
| Integrated Wealth Concepts LLC | 234 | Jun 30, 26 | -8.15K | 0.01% |
| Advisors Preferred, LLC | 227 | Jun 30, 26 | +227 | 0.01% |
| PRIVATE TRUST CO NA | 220 | Jun 30, 26 | -430 | 0.01% |
| Winthrop Capital Management, LLC | 200 | Jun 30, 26 | -- | 0.01% |
| DUNCKER STREETT & CO INC | 200 | Jun 30, 26 | -- | 0.01% |
| HARBOUR INVESTMENTS, INC. | 188 | Jun 30, 26 | +1 | 0.01% |
| Register Financial Advisors LLC | 173 | Jun 30, 26 | -- | 0.01% |
| Bullock Wealth Management Group | 169 | Jun 30, 26 | +169 | 0.01% |
| NBC SECURITIES, INC. | 160 | Jun 30, 26 | +79 | 0.00% |
| CoreCap Advisors, LLC | 134 | Jun 30, 26 | -- | 0.00% |
| GROUP ONE TRADING, L.P. | 115 | Jun 30, 26 | -200 | 0.00% |
| Hara Capital LLC | 115 | Jun 30, 26 | -- | 0.00% |
| Lodestone Wealth Management LLC | 101 | Jun 30, 26 | +1 | 0.00% |
| Colonial Trust Co / SC | 100 | Jun 30, 26 | -- | 0.00% |
| NewEdge Advisors, LLC | 86 | Jun 30, 26 | -- | 0.00% |
| SIMPLEX TRADING, LLC | 79 | Jun 30, 26 | +79 | 0.00% |
| BESSEMER GROUP INC | 79 | Jun 30, 26 | +79 | 0.00% |
| Caldwell Trust Co | 70 | Jun 30, 26 | +70 | 0.00% |
| 1 NORTH WEALTH SERVICES LLC | 55 | Jun 30, 26 | -30 | 0.00% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 50 | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 44 | Jun 30, 26 | -- | 0.00% |
| SRS Capital Advisors, Inc. | 44 | Jun 30, 26 | +44 | 0.00% |
| VAN DEN BERG MANAGEMENT I, INC | 34 | Jun 30, 26 | -- | 0.00% |
| Medallion Wealth Advisors, LLC | 31 | Jun 30, 26 | -- | 0.00% |
| Signature Equity Partners, LLC | 26 | Jun 30, 26 | +26 | 0.00% |
| Founders Financial Alliance, LLC | 25 | Jun 30, 26 | -- | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24 | Jun 30, 26 | +24 | 0.00% |
| Ameritas Advisory Services, LLC | 24 | Jun 30, 26 | +24 | 0.00% |
| Aptus Capital Advisors, LLC | 18 | Jun 30, 26 | +18 | 0.00% |
| Key FInancial Inc | 13 | Jun 30, 26 | -- | 0.00% |
| CBIZ Investment Advisory Services, LLC | 6 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 5 | Jun 30, 26 | +5 | 0.00% |
| EverSource Wealth Advisors, LLC | 1 | Jun 30, 26 | -- | 0.00% |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -102 | -- |
| TOTH FINANCIAL ADVISORY CORP | -- | Jun 30, 26 | -10 | -- |
| Fulcrum Equity Management | -- | Jun 30, 26 | -3.63K | -- |
| BAROMETER CAPITAL MANAGEMENT INC. | -- | Jun 30, 26 | -5.10K | -- |
| Equitable Holdings, Inc. | -- | Jun 30, 26 | -4.66K | -- |
| First Growth Capital LLC | -- | Jun 30, 26 | -5.40K | -- |
| OXFORD FINANCIAL GROUP LTD | -- | Jun 30, 26 | -60 | -- |
| CITIGROUP INC | -- | Jun 30, 26 | -20 | -- |
| Annis Gardner Whiting Capital Advisors, LLC | -- | Jun 30, 26 | -672 | -- |
| Kiker Wealth Management, LLC | -- | Jun 30, 26 | -173 | -- |
| RFP Financial Group LLC | -- | Jun 30, 26 | -1.98K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -65 | -- |
| Parkside Financial Bank & Trust | -- | Jun 30, 26 | -40 | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -347 | -- |
| VICUS CAPITAL | -- | Jun 30, 26 | -36.36K | -- |
| IFP Advisors, Inc | -- | Jun 30, 26 | -217 | -- |
| Stratos Wealth Advisors, LLC | -- | Jun 30, 26 | -5.30K | -- |
| CreativeOne Wealth, LLC | -- | Jun 30, 26 | -3.00K | -- |
| Private Advisor Group, LLC | -- | Jun 30, 26 | -8.63K | -- |
| Robertson Stephens Wealth Management, LLC | -- | Jun 30, 26 | -45.92K | -- |
| Quadrature Capital Ltd | -- | Jun 30, 26 | -17.70K | -- |
| StoneX Group Inc. | -- | Jun 30, 26 | -3.04K | -- |
| CWM, LLC | 30.52K | Mar 31, 26 | +6.29K | 0.95% |
| PERRITT CAPITAL MANAGEMENT INC | -- | Dec 31, 25 | -19 | -- |
| Householder Group Estate & Retirement Specialist, LLC | 4.67K | Dec 31, 24 | +4.67K | 0.15% |
| RAYMOND JAMES & ASSOCIATES | 6.92K | Sep 30, 24 | -3.26K | 0.22% |
| Raymond James Financial Services Advisors, Inc. | 3.12K | Sep 30, 24 | -316 | 0.10% |
| Cetera Advisors LLC | 12.49K | Mar 31, 24 | +1.03K | 0.39% |
| DFPG INVESTMENTS, LLC | 6.62K | Dec 31, 23 | +6.62K | 0.21% |
| Truadvice, LLC | 5.75K | Sep 30, 23 | +5.75K | 0.18% |
| Kistler-Tiffany Companies, LLC | 122 | Jun 30, 23 | -- | 0.00% |
| TRUSTCORE FINANCIAL SERVICES, LLC | 42 | Dec 31, 22 | -- | 0.00% |
| THRC Management, LLC | -- | Mar 31, 22 | -57.60K | -- |
