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
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 3.95M | Jun 30, 26 | +196.13K | 5.18% |
| WELLS FARGO & COMPANY/MN | 3.91M | Jun 30, 26 | -42.65K | 5.13% |
| LAZARD ASSET MANAGEMENT LLC | 2.95M | Jun 30, 26 | +3.15K | 3.87% |
| 180 WEALTH ADVISORS, LLC | 1.09M | Jun 30, 26 | +6.12K | 1.42% |
| LPL Financial LLC | 940.24K | Jun 30, 26 | +179.30K | 1.23% |
| Invesco Ltd. | 914.31K | Jun 30, 26 | +161.71K | 1.20% |
| ROYAL BANK OF CANADA | 807.45K | Jun 30, 26 | +17.18K | 1.06% |
| RAYMOND JAMES FINANCIAL INC | 791.69K | Jun 30, 26 | -3.51K | 1.04% |
| AMERIPRISE FINANCIAL INC | 737.41K | Jun 30, 26 | -2.54K | 0.97% |
| Allspring Global Investments Holdings, LLC | 629.41K | Jun 30, 26 | -31.64K | 0.83% |
| BANK OF AMERICA CORP /DE/ | 565.72K | Jun 30, 26 | +47.96K | 0.74% |
| COMMONWEALTH EQUITY SERVICES, LLC | 450.88K | Jun 30, 26 | -9.19K | 0.59% |
| STIFEL FINANCIAL CORP | 328.47K | Jun 30, 26 | +18.94K | 0.43% |
| Intellectus Partners, LLC | 306.01K | Jun 30, 26 | -17.22K | 0.40% |
| OPPENHEIMER & CO INC | 277.79K | Jun 30, 26 | -6.70K | 0.36% |
| ADVISOR GROUP HOLDINGS, INC. | 244.56K | Jun 30, 26 | +31.16K | 0.32% |
| Thomas J. Herzfeld Advisors, Inc. | 238.62K | Jun 30, 26 | +21.87K | 0.31% |
| TRANSCEND CAPITAL ADVISORS, LLC | 210.08K | Jun 30, 26 | +176.31K | 0.28% |
| Canal Insurance CO | 204.17K | Jun 30, 26 | -- | 0.27% |
| Steward Partners Investment Advisory, LLC | 193.97K | Jun 30, 26 | -35.39K | 0.25% |
| UBS Group AG | 181.89K | Jun 30, 26 | -27.63K | 0.24% |
| Advisors Asset Management, Inc. | 135.38K | Jun 30, 26 | +135.38K | 0.18% |
| GUGGENHEIM CAPITAL LLC | 131.35K | Jun 30, 26 | +18.22K | 0.17% |
| Creative Planning | 125.93K | Jun 30, 26 | -3.19K | 0.17% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 114.22K | Jun 30, 26 | +73.96K | 0.15% |
| INGALLS & SNYDER LLC | 105.85K | Jun 30, 26 | -- | 0.14% |
| TTP Investments, Inc. | 104.17K | Jun 30, 26 | -383.29K | 0.14% |
| 44 WEALTH MANAGEMENT LLC | 101.65K | Jun 30, 26 | -18.68K | 0.13% |
| Z3 Capital Partners, LLC | 93.78K | Jun 30, 26 | -1.81K | 0.12% |
| Basecamp Wealth Advisors LLC | 86.76K | Jun 30, 26 | -- | 0.11% |
| Cetera Investment Advisers | 85.17K | Jun 30, 26 | +1.24K | 0.11% |
| Farther Finance Advisors, LLC | 82.82K | Jun 30, 26 | +1.51K | 0.11% |
| Private Advisor Group, LLC | 74.59K | Jun 30, 26 | +13.32K | 0.10% |
| Stolper Co | 72.89K | Jun 30, 26 | +54.10K | 0.10% |
| RB Capital Management, LLC | 70.94K | Jun 30, 26 | +3.40K | 0.09% |
| AlphaCore Capital LLC | 68.76K | Jun 30, 26 | +596 | 0.09% |
| NewEdge Advisors, LLC | 64.90K | Jun 30, 26 | +1.01K | 0.09% |
| Mariner, LLC | 64.51K | Jun 30, 26 | +1.08K | 0.08% |
| FIRST TRUST ADVISORS LP | 64.29K | Jun 30, 26 | +3.21K | 0.08% |
| Pasadena Private Wealth, LLC | 58.77K | Jun 30, 26 | +12.03K | 0.08% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 57.81K | Jun 30, 26 | -435 | 0.08% |
| Calamos Advisors LLC | 53.86K | Jun 30, 26 | +53.86K | 0.07% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 52.88K | Jun 30, 26 | -- | 0.07% |
| MONECO Advisors, LLC | 50.13K | Jun 30, 26 | +593 | 0.07% |
| Abel Hall, LLC | 48.00K | Jun 30, 26 | -- | 0.06% |
| Waverly Advisors, LLC | 46.81K | Jun 30, 26 | -1.65K | 0.06% |
| Triumph Capital Management | 46.05K | Jun 30, 26 | +1.24K | 0.06% |
| EVOLVE PRIVATE WEALTH, LLC | 45.98K | Jun 30, 26 | -31.08K | 0.06% |
| Kestra Advisory Services, LLC | 45.65K | Jun 30, 26 | -98.02K | 0.06% |
| Samalin Investment Counsel, LLC | 43.10K | Jun 30, 26 | -13.96K | 0.06% |
| Cambridge Investment Research Advisors, Inc. | 42.48K | Jun 30, 26 | -5.46K | 0.06% |
| Cypress Capital Management LLC (WY) | 40.27K | Jun 30, 26 | +40.27K | 0.05% |
| J.W. COLE ADVISORS, INC. | 39.86K | Jun 30, 26 | +39.86K | 0.05% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 39.51K | Jun 30, 26 | +7.78K | 0.05% |
| XTX Topco Ltd | 37.93K | Jun 30, 26 | -1.35K | 0.05% |
| FIDUCIARY FINANCIAL GROUP, LLC | 36.69K | Jun 30, 26 | +1.15K | 0.05% |
| Janney Montgomery Scott LLC | 35.90K | Jun 30, 26 | +5.70K | 0.05% |
| PRINCIPAL SECURITIES, INC. | 34.25K | Jun 30, 26 | +7.25K | 0.04% |
| INDEPENDENT FINANCIAL GROUP, LLC | 33.13K | Jun 30, 26 | -1.85K | 0.04% |
| HighTower Advisors, LLC | 33.05K | Jun 30, 26 | -- | 0.04% |
| Huntleigh Advisors, Inc. | 30.84K | Jun 30, 26 | -1.96K | 0.04% |
| Investment Partners Asset Management, Inc. | 29.93K | Jun 30, 26 | +195 | 0.04% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 28.30K | Jun 30, 26 | +7.86K | 0.04% |
| MGO ONE SEVEN LLC | 27.88K | Jun 30, 26 | +27.88K | 0.04% |
| DECISION INVESTMENTS, INC | 25.93K | Jun 30, 26 | -200 | 0.03% |
| JANE STREET GROUP, LLC | 25.92K | Jun 30, 26 | +3.56K | 0.03% |
| Closed-End Fund Advisors, Inc. | 24.76K | Jun 30, 26 | -1.04K | 0.03% |
| AQR CAPITAL MANAGEMENT LLC | 24.40K | Jun 30, 26 | +9.50K | 0.03% |
| CoreCap Advisors, LLC | 24.02K | Jun 30, 26 | +11 | 0.03% |
| FIFTH THIRD BANCORP | 23.75K | Jun 30, 26 | +74 | 0.03% |
| STEPHENS INC /AR/ | 22.52K | Jun 30, 26 | +4.00K | 0.03% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 21.82K | Jun 30, 26 | +138 | 0.03% |
| CHOREO, LLC | 21.26K | Jun 30, 26 | -473 | 0.03% |
| Global Retirement Partners, LLC | 21.08K | Jun 30, 26 | +21.08K | 0.03% |
| CITIZENS FINANCIAL GROUP INC/RI | 20.99K | Jun 30, 26 | -- | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | 20.01K | Jun 30, 26 | -13.50K | 0.03% |
| Leisure Capital Management | 20.00K | Jun 30, 26 | -- | 0.03% |
| CITADEL ADVISORS LLC | 19.37K | Jun 30, 26 | +19.37K | 0.03% |
| PARK AVENUE SECURITIES LLC | 19.32K | Jun 30, 26 | +2.85K | 0.03% |
| M&T BANK CORP | 18.00K | Jun 30, 26 | -- | 0.02% |
| Alessandra Capital Management, LLC | 17.20K | Jun 30, 26 | -- | 0.02% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16.32K | Jun 30, 26 | +16.32K | 0.02% |
| GWN SECURITIES INC. | 16.17K | Jun 30, 26 | -- | 0.02% |
| Orcam Financial Group | 15.20K | Jun 30, 26 | +15.20K | 0.02% |
| Creekside Partners | 15.15K | Jun 30, 26 | +264 | 0.02% |
| EverSource Wealth Advisors, LLC | 14.69K | Jun 30, 26 | -- | 0.02% |
| Merit Financial Group, LLC | 14.41K | Jun 30, 26 | -1.14K | 0.02% |
| SEI INVESTMENTS CO | 14.37K | Jun 30, 26 | +14.37K | 0.02% |
| San Luis Wealth Advisors LLC | 14.29K | Jun 30, 26 | -- | 0.02% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 14.12K | Jun 30, 26 | -- | 0.02% |
| MAGNOLIA CAPITAL ADVISORS LLC | 14.07K | Jun 30, 26 | +14.07K | 0.02% |
| Stockman Wealth Management, Inc. | 13.60K | Jun 30, 26 | -- | 0.02% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13.24K | Jun 30, 26 | -500 | 0.02% |
| READYSTATE ASSET MANAGEMENT LP | 11.96K | Jun 30, 26 | +11.96K | 0.02% |
| Live Oak Private Wealth LLC | 11.71K | Jun 30, 26 | -- | 0.02% |
| UHLMANN PRICE SECURITIES, LLC | 11.65K | Jun 30, 26 | +11.65K | 0.02% |
| Post Resch Tallon Group Inc. | 11.28K | Jun 30, 26 | -- | 0.01% |
| Virtu Financial LLC | 10.93K | Jun 30, 26 | +10.93K | 0.01% |
| Stratos Wealth Partners, LTD. | 10.77K | Jun 30, 26 | -2.49K | 0.01% |
| Moors & Cabot, Inc. | 10.21K | Jun 30, 26 | -- | 0.01% |
| Strategic Advisors LLC | 10.00K | Jun 30, 26 | -- | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 8.19K | Jun 30, 26 | +8.19K | 0.01% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 7.95K | Jun 30, 26 | +900 | 0.01% |
| Allworth Financial LP | 5.70K | Jun 30, 26 | +150 | 0.01% |
| Pinnacle Wealth Planning Services, Inc. | 5.07K | Jun 30, 26 | +180 | 0.01% |
| SRS Capital Advisors, Inc. | 4.93K | Jun 30, 26 | +4.93K | 0.01% |
| HARBOUR INVESTMENTS, INC. | 4.80K | Jun 30, 26 | -- | 0.01% |
| AdvisorNet Financial, Inc | 3.81K | Jun 30, 26 | +67 | 0.01% |
| EVOLUTION WEALTH MANAGEMENT INC. | 3.64K | Jun 30, 26 | +3.64K | 0.00% |
| Advocate Investing Services LLC | 3.20K | Jun 30, 26 | -- | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 3.15K | Jun 30, 26 | -- | 0.00% |
| Farmers & Merchants Trust Co of Chambersburg PA | 3.00K | Jun 30, 26 | -- | 0.00% |
| Rockefeller Capital Management L.P. | 2.91K | Jun 30, 26 | -1.30K | 0.00% |
| IFP Advisors, Inc | 2.85K | Jun 30, 26 | +37 | 0.00% |
| HUNTINGTON NATIONAL BANK | 2.58K | Jun 30, 26 | +2.58K | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.53K | Jun 30, 26 | -- | 0.00% |
| Allied Private Wealth LLC | 2.41K | Jun 30, 26 | +2.41K | 0.00% |
| WPG Advisers, LLC | 2.23K | Jun 30, 26 | +75 | 0.00% |
| Lloyd Advisory Services, LLC. | 2.08K | Jun 30, 26 | +2.08K | 0.00% |
| SOA Wealth Advisors, LLC. | 1.93K | Jun 30, 26 | +34 | 0.00% |
| Spire Wealth Management | 1.56K | Jun 30, 26 | +28 | 0.00% |
| NBC SECURITIES, INC. | 1.46K | Jun 30, 26 | -1.64K | 0.00% |
| Integrated Wealth Concepts LLC | 1.28K | Jun 30, 26 | +1.28K | 0.00% |
| BRYN MAWR TRUST Co | 1.25K | Jun 30, 26 | -1.25K | 0.00% |
| Aventura Private Wealth, LLC | 1.17K | Jun 30, 26 | -- | 0.00% |
| Institute for Wealth Management, LLC. | 1.10K | Jun 30, 26 | +1.10K | 0.00% |
| Atlantic Union Bankshares Corp | 1.00K | Jun 30, 26 | -- | 0.00% |
| Bradley & Co. Private Wealth Management, LLC | 848 | Jun 30, 26 | -- | 0.00% |
| BlackRock, Inc. | 781 | Jun 30, 26 | -- | 0.00% |
| Russell Investments Group, Ltd. | 747 | Jun 30, 26 | +536 | 0.00% |
| Geneos Wealth Management Inc. | 642 | Jun 30, 26 | -- | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 497 | Jun 30, 26 | -- | 0.00% |
| BAYBAN | 264 | Jun 30, 26 | -- | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 250 | Jun 30, 26 | +250 | 0.00% |
| ASSETMARK, INC | 141 | Jun 30, 26 | -- | 0.00% |
| Tidemark, LLC | 64 | Jun 30, 26 | -- | 0.00% |
| HighMark Wealth Management LLC | 53 | Jun 30, 26 | +1 | 0.00% |
| Tower Research Capital LLC (TRC) | 15 | Jun 30, 26 | +13 | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 1 | Jun 30, 26 | +1 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | -- | Jun 30, 26 | -455 | -- |
| US BANCORP \DE\ | -- | Jun 30, 26 | -2.72K | -- |
| Bogart Wealth, LLC | -- | Jun 30, 26 | -146 | -- |
| Concorde Asset Management, LLC | -- | Jun 30, 26 | -14.70K | -- |
| Octavia Wealth Advisors, LLC | -- | Jun 30, 26 | -11.40K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -3.50K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -419 | -- |
| WOLVERINE ASSET MANAGEMENT LLC | -- | Jun 30, 26 | -205.08K | -- |
| CLEAR STREET MARKETS LLC | -- | Jun 30, 26 | -9.88K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -334 | -- |
| Signature Resources Capital Management, LLC | -- | Jun 30, 26 | -1 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -1.30K | -- |
| Osbon Capital Management LLC | -- | Jun 30, 26 | -1.06K | -- |
| Navis Wealth Advisors, LLC | -- | Jun 30, 26 | -40.68K | -- |
| Cerity Partners LLC | -- | Jun 30, 26 | -12.77K | -- |
| Beaird Harris Wealth Management, LLC | -- | Jun 30, 26 | -364 | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -412 | -- |
| MPWM ADVISORY SOLUTIONS, LLC | -- | Jun 30, 26 | -2.02K | -- |
| Jaffetilchin Investment Partners, LLC | 25.27K | Mar 31, 26 | +8.44K | 0.03% |
| CWM, LLC | 18.26K | Mar 31, 26 | +1.15K | 0.02% |
| COMERICA BANK | 14.88K | Dec 31, 25 | -9.15K | 0.02% |
| CIBC Private Wealth Group, LLC | 2.25K | Dec 31, 25 | +39 | 0.00% |
| Motiv8 Investments LLC | 452 | Dec 31, 25 | +452 | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -304 | -- |
| Tyler-Stone Wealth Management | 33.94K | Jun 30, 25 | +679 | 0.04% |
| Tallon Kerry Patrick | 13.82K | Dec 31, 24 | +13.82K | 0.02% |
| Raymond James Financial Services Advisors, Inc. | 926.83K | Sep 30, 24 | +31.88K | 1.22% |
| RAYMOND JAMES & ASSOCIATES | 415.39K | Sep 30, 24 | +1.63K | 0.54% |
| Edmonds Duncan Registered Investment Advisors, LLC | 127.03K | Sep 30, 24 | +9.58K | 0.17% |
| 9258 Wealth Management, LLC | 42.86K | Sep 30, 24 | +57 | 0.06% |
| RAYMOND JAMES TRUST N.A. | 20.36K | Sep 30, 24 | -421 | 0.03% |
| Carmichael Hill & Associates, Inc. | 3.65K | Sep 30, 24 | -- | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 300 | Jun 30, 24 | -100 | 0.00% |
| Cetera Advisor Networks LLC | 12.93K | Mar 31, 24 | -4.92K | 0.02% |
| Cetera Advisors LLC | 11.05K | Mar 31, 24 | +11.05K | 0.01% |
| Highlander Capital Management, LLC | 300 | Mar 31, 24 | -- | 0.00% |
| BDO Wealth Advisors, LLC | 10.95K | Jun 30, 23 | +195 | 0.01% |
| OTA Financial Group L.P. | -- | Jun 30, 23 | -39.02K | -- |
| Ahrens Investment Partners LLC | 1.10K | Mar 31, 23 | +1.10K | 0.00% |
| Claraphi Advisory Network, LLC | -- | Dec 31, 22 | -11.39K | -- |
| FourThought Financial, LLC | 103.39K | Sep 30, 22 | +8.34K | 0.14% |
| American Portfolios Advisors | 6.86K | Sep 30, 22 | +406 | 0.01% |
| MUFG Americas Holdings Corp | 1.50K | Sep 30, 22 | +1.50K | 0.00% |
| Cordasco Financial Network | 9.65K | Jun 30, 22 | -- | 0.01% |
| HC FINANCIAL ADVISORS INC | 1.06K | Jun 30, 22 | +4 | 0.00% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1.68M | Mar 31, 22 | -442.06K | 2.20% |
| NEXT Financial Group, Inc | 368 | Dec 31, 21 | -- | 0.00% |
| Carroll Financial Associates, Inc. | 98 | Dec 31, 21 | -- | 0.00% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 28.85K | Sep 30, 21 | +15.90K | 0.04% |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 95.78K | Dec 31, 20 | +27.28K | 0.13% |
| OLD MISSION CAPITAL, LLC | 74.02K | Dec 31, 20 | +74.02K | 0.10% |
| First Allied Advisory Services, Inc. | 10.18K | Sep 30, 20 | +10.18K | 0.01% |
| Jolley Asset Management, LLC | 13.20K | Mar 31, 20 | +13.20K | 0.02% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 99.44K | Dec 31, 19 | +5.17K | 0.13% |
| Advisor Group, Inc. | 41.20K | Dec 31, 19 | +557 | 0.05% |
| BB&T SECURITIES, LLC | 123.52K | Sep 30, 19 | +19.21K | 0.16% |
| PENN MUTUAL LIFE INSURANCE CO | 211.00K | Jun 30, 18 | -- | 0.28% |
| Edge Advisors, LLC | -- | Jun 30, 18 | -6.70K | -- |
| SII INVESTMENTS INC/WI | 11.89K | Dec 31, 17 | +817 | 0.02% |
| NATIONAL PLANNING CORP | -- | Dec 31, 17 | -10.55K | -- |
| TFS CAPITAL LLC | 55.27K | Jun 30, 17 | +55.27K | 0.07% |
| Commonwealth Equity Services, Inc | 52.22K | Jun 30, 17 | -2.62K | 0.07% |
| WFG Advisors, LP | 2.00K | Jun 30, 17 | -- | 0.00% |
| MSI Financial Services Inc | 67.57K | Dec 31, 16 | -2.94K | 0.09% |
| Investors Capital Advisory Services | 12.46K | Jun 30, 16 | -1.83K | 0.02% |
| MANAGED ACCOUNT ADVISORS LLC | -- | Jun 30, 15 | -3 | -- |
| COHEN & STEERS CAPITAL MANAGEMENT INC | 83.79K | Mar 31, 15 | +83.79K | 0.11% |
| BAIRD ROBERT W & CO INC /WI/ | 33.95K | Mar 31, 15 | +10.86K | 0.04% |
| Relative Value Partners, LLC | 20.47K | Mar 31, 15 | -- | 0.03% |
| NEW ENGLAND SECURITIES CORP /MA/ | 156.23K | Dec 31, 14 | +71.44K | 0.20% |
| UBS AG | 1.59M | Sep 30, 14 | +193.96K | 2.09% |
| BlueCrest Capital Management LLP | -- | Sep 30, 14 | -10.14K | -- |
| KMS FINANCIAL SERVICES, INC | -- | Jun 30, 14 | -38.20K | -- |