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 |
|---|---|---|---|---|
| Meredith Wealth Planning | 613.06K | Jun 30, 26 | +78.48K | 13.45% |
| Paul R. Ried Financial Group, LLC | 117.69K | Jun 30, 26 | +12.26K | 2.58% |
| B&D White Capital Company, LLC | 51.23K | Jun 30, 26 | -- | 1.12% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 38.45K | Jun 30, 26 | +731 | 0.84% |
| LPL Financial LLC | 31.49K | Jun 30, 26 | +8.36K | 0.69% |
| McCartney Wealth Management LLC | 29.26K | Jun 30, 26 | +712 | 0.64% |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | 29.24K | Jun 30, 26 | +29.24K | 0.64% |
| Evanson Financial, LLC | 28.27K | Jun 30, 26 | +28.27K | 0.62% |
| M Wealth Management, LLC | 26.91K | Jun 30, 26 | +24 | 0.59% |
| AQR CAPITAL MANAGEMENT LLC | 23.32K | Jun 30, 26 | +288 | 0.51% |
| MAIMON WEALTH MANAGEMENT LTD. | 16.20K | Jun 30, 26 | +13.15K | 0.36% |
| RAYMOND JAMES FINANCIAL INC | 15.57K | Jun 30, 26 | -9.01K | 0.34% |
| NewEdge Advisors, LLC | 13.26K | Jun 30, 26 | +4.08K | 0.29% |
| ENTREWEALTH, LLC | 10.99K | Jun 30, 26 | +1.43K | 0.24% |
| Colony Group, LLC | 10.79K | Jun 30, 26 | +5.46K | 0.24% |
| Ridgeline Wealth, LLC | 8.45K | Jun 30, 26 | +107 | 0.19% |
| JPMORGAN CHASE & CO | 7.67K | Jun 30, 26 | -366 | 0.17% |
| Asset One Wealth Management LLC | 6.20K | Jun 30, 26 | +175 | 0.14% |
| JANE STREET GROUP, LLC | 5.57K | Jun 30, 26 | +2.07K | 0.12% |
| Empirical Finance, LLC | 5.26K | Jun 30, 26 | -- | 0.12% |
| Farther Finance Advisors, LLC | 4.50K | Jun 30, 26 | +46 | 0.10% |
| Copper Harbor Investment Advisors, LLC | 4.49K | Jun 30, 26 | +4.49K | 0.10% |
| Vawter Financial, Ltd. | 4.15K | Jun 30, 26 | -191 | 0.09% |
| Atomi Financial Group, Inc. | 3.66K | Jun 30, 26 | -7 | 0.08% |
| SAX WEALTH ADVISORS, LLC | 3.61K | Jun 30, 26 | -235 | 0.08% |
| Mosley Wealth Management | 1.34K | Jun 30, 26 | +1.34K | 0.03% |
| Rialto Wealth Management, LLC | 1.06K | Jun 30, 26 | +124 | 0.02% |
| Allworth Financial LP | 605 | Jun 30, 26 | +605 | 0.01% |
| Atomic Invest LLC | 445 | Jun 30, 26 | +445 | 0.01% |
| Orion Capital Management LLC | 315 | Jun 30, 26 | -- | 0.01% |
| Moisand Fitzgerald Tamayo, LLC | 195 | Jun 30, 26 | -- | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | +1 | 0.00% |
| UBS Group AG | -- | Jun 30, 26 | -4 | -- |
| Evanson Asset Management, LLC | 27.40K | Mar 31, 26 | +137 | 0.60% |
| Merriman Wealth Management, LLC | 5.15K | Dec 31, 24 | +5.15K | 0.11% |
