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 |
|---|---|---|---|---|
| Valeo Financial Advisors, LLC | -- | Sep 30, 26 | -7.91K | -- |
| Family Legacy Financial Solutions, LLC | -- | Sep 30, 26 | -4.75K | -- |
| Aptus Capital Advisors, LLC | 2.01M | Jun 30, 26 | +189.10K | 29.83% |
| TTP Investments, Inc. | 678.58K | Jun 30, 26 | +678.58K | 10.09% |
| Bienville Capital Management, LLC | 520.78K | Jun 30, 26 | +520.78K | 7.74% |
| ENVESTNET ASSET MANAGEMENT INC | 376.78K | Jun 30, 26 | +22.61K | 5.60% |
| 6th Street Advisors, LLC | 315.08K | Jun 30, 26 | -2.10K | 4.68% |
| Park Place Capital Corp | 270.63K | Jun 30, 26 | +9.95K | 4.02% |
| Compass Ion Advisors, LLC | 205.72K | Jun 30, 26 | +57.16K | 3.06% |
| Waterloo Capital, L.P. | 179.74K | Jun 30, 26 | +18.34K | 2.67% |
| Integrated Wealth Concepts LLC | 160.35K | Jun 30, 26 | +19.79K | 2.38% |
| Prime Capital Investment Advisors, LLC | 144.62K | Jun 30, 26 | +28.28K | 2.15% |
| SILVER OAK SECURITIES, INCORPORATED | 142.81K | Jun 30, 26 | +8.05K | 2.12% |
| Capital Investment Advisory Services, LLC | 92.17K | Jun 30, 26 | +92.17K | 1.37% |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 86.58K | Jun 30, 26 | +51 | 1.29% |
| Code Waechter LLC | 67.07K | Jun 30, 26 | +67.07K | 1.00% |
| Pinnacle Financial Partners, Inc. | 62.29K | Jun 30, 26 | -2.96K | 0.93% |
| Regal Investment Advisors LLC | 60.26K | Jun 30, 26 | +512 | 0.90% |
| Second Line Capital, LLC | 53.71K | Jun 30, 26 | +1.15K | 0.80% |
| Wealthcare Advisory Partners LLC | 47.50K | Jun 30, 26 | -- | 0.71% |
| Second Half Financial Partners, LLC | 47.50K | Jun 30, 26 | -813 | 0.71% |
| MBE Wealth Management, LLC | 45.25K | Jun 30, 26 | -2.55K | 0.67% |
| Brookstone Capital Management | 44.63K | Jun 30, 26 | +44.63K | 0.66% |
| Cresset Asset Management, LLC | 44.50K | Jun 30, 26 | -- | 0.66% |
| Atria Investments, Inc | 40.98K | Jun 30, 26 | +1.68K | 0.61% |
| Renasant Bank | 35.46K | Jun 30, 26 | +369 | 0.53% |
| Meridian Wealth Management, LLC | 35.45K | Jun 30, 26 | +7.09K | 0.53% |
| MATHER GROUP, LLC. | 26.92K | Jun 30, 26 | -- | 0.40% |
| GREEN SQUARE CAPITAL ADVISORS LLC | 26.03K | Jun 30, 26 | -- | 0.39% |
| Strategic Blueprint, LLC | 25.99K | Jun 30, 26 | -288 | 0.39% |
| JANE STREET GROUP, LLC | 24.73K | Jun 30, 26 | -89.94K | 0.37% |
| Grant Street Asset Management, Inc. | 23.10K | Jun 30, 26 | +81 | 0.34% |
| Geometric Wealth Advisors | 21.57K | Jun 30, 26 | -858 | 0.32% |
| ADVISOR GROUP HOLDINGS, INC. | 21.07K | Jun 30, 26 | +4.73K | 0.31% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20.36K | Jun 30, 26 | -22.59K | 0.30% |
| PRINCIPAL SECURITIES, INC. | 20.33K | Jun 30, 26 | +1.42K | 0.30% |
| Cedar Wealth Management, LLC | 17.43K | Jun 30, 26 | -- | 0.26% |
| Cambridge Investment Research Advisors, Inc. | 16.51K | Jun 30, 26 | +16.51K | 0.25% |
| Embree Financial Group | 16.35K | Jun 30, 26 | -- | 0.24% |
| Refined Wealth Management | 14.43K | Jun 30, 26 | -- | 0.21% |
| HighTower Advisors, LLC | 14.28K | Jun 30, 26 | -- | 0.21% |
| Planning Project LLC | 13.93K | Jun 30, 26 | +13.93K | 0.21% |
| Independent Advisor Alliance | 12.60K | Jun 30, 26 | +1.01K | 0.19% |
| Cushing Capital Partners, LLC | 12.55K | Jun 30, 26 | +427 | 0.19% |
| Venturi Wealth Management, LLC | 11.30K | Jun 30, 26 | -- | 0.17% |
| TD Waterhouse Canada Inc. | 10.99K | Jun 30, 26 | +10.99K | 0.16% |
| United Advisor Group, LLC | 10.25K | Jun 30, 26 | +670 | 0.15% |
| CAPTRUST FINANCIAL ADVISORS | 10.22K | Jun 30, 26 | +10.22K | 0.15% |
| NewEdge Advisors, LLC | 10.05K | Jun 30, 26 | +10.05K | 0.15% |
| McHugh Group, LLC | 10.00K | Jun 30, 26 | -- | 0.15% |
| CI Private Wealth, LLC | 9.50K | Jun 30, 26 | +9.50K | 0.14% |
| Madison Wealth Partners, Inc | 8.09K | Jun 30, 26 | +8.09K | 0.12% |
| Vawter Financial, Ltd. | 8.00K | Jun 30, 26 | +8.00K | 0.12% |
| NATIONAL BANK OF CANADA /FI/ | 5.20K | Jun 30, 26 | -- | 0.08% |
| HARBOUR INVESTMENTS, INC. | 2.56K | Jun 30, 26 | +300 | 0.04% |
| Financial Perspectives, Inc | 2.45K | Jun 30, 26 | -- | 0.04% |
| Innovative Asset Advisors Group, LLC | 1.90K | Jun 30, 26 | -- | 0.03% |
| IFP Advisors, Inc | 1.81K | Jun 30, 26 | -- | 0.03% |
| Cape Investment Advisory, Inc. | 1.35K | Jun 30, 26 | +1.35K | 0.02% |
| POM Investment Strategies, LLC | 1.08K | Jun 30, 26 | -- | 0.02% |
| Ameritas Advisory Services, LLC | 1.00K | Jun 30, 26 | +1.00K | 0.01% |
| FIDUCIARY FINANCIAL ADVISORS | 664 | Jun 30, 26 | +664 | 0.01% |
| DEUTSCHE BANK AG\ | 625 | Jun 30, 26 | -- | 0.01% |
| WELLS FARGO & COMPANY/MN | 500 | Jun 30, 26 | -- | 0.01% |
| AE Wealth Management LLC | 100 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 75 | Jun 30, 26 | +75 | 0.00% |
| SIMPLEX TRADING, LLC | -- | Jun 30, 26 | -3.10K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -2.22K | -- |
| OLD MISSION CAPITAL LLC | -- | Jun 30, 26 | -23.75K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -30.32K | -- |
| BANK OF AMERICA CORP /DE/ | -- | Jun 30, 26 | -15.53K | -- |
| SEGALL BRYANT & HAMILL, LLC | -- | Jun 30, 26 | -9.50K | -- |
| HHM Wealth Advisors, LLC | -- | Jun 30, 26 | -138 | -- |
| CWM, LLC | 3.95K | Mar 31, 26 | +3.95K | 0.06% |
| True Vision MN LLC | -- | Mar 31, 26 | -33.16K | -- |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data