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 |
|---|---|---|---|---|
| Harbor Group, Inc. | 1.01M | Jun 30, 26 | +35.93K | 32.59% |
| Bank of New York Mellon Corp | 730.00K | Jun 30, 26 | -111 | 23.48% |
| ROYAL BANK OF CANADA | 119.34K | Jun 30, 26 | +2.95K | 3.84% |
| Pathway Financial Advisors LLC | 91.29K | Jun 30, 26 | -73.38K | 2.94% |
| GTS SECURITIES LLC | 79.27K | Jun 30, 26 | +48.06K | 2.55% |
| Brinker Capital Investments, LLC | 73.50K | Jun 30, 26 | -4.46K | 2.36% |
| CRUX WEALTH ADVISORS | 73.00K | Jun 30, 26 | +9 | 2.35% |
| LPL Financial LLC | 31.18K | Jun 30, 26 | +19.45K | 1.00% |
| Weil Company, Inc. | 31.14K | Jun 30, 26 | -70.32K | 1.00% |
| BANK OF AMERICA CORP /DE/ | 29.62K | Jun 30, 26 | +5.58K | 0.95% |
| JANE STREET GROUP, LLC | 26.72K | Jun 30, 26 | -136 | 0.86% |
| Sanctuary Advisors, LLC | 13.21K | Jun 30, 26 | +48 | 0.42% |
| Cerity Partners LLC | 12.43K | Jun 30, 26 | -3.12K | 0.40% |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | 10.46K | Jun 30, 26 | +37 | 0.34% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10.39K | Jun 30, 26 | +10.39K | 0.33% |
| CITADEL ADVISORS LLC | 9.48K | Jun 30, 26 | -13.57K | 0.31% |
| Rockefeller Capital Management L.P. | 6.78K | Jun 30, 26 | -- | 0.22% |
| ADVISOR GROUP HOLDINGS, INC. | 6.51K | Jun 30, 26 | +15 | 0.21% |
| Maia Wealth LLC | 5.48K | Jun 30, 26 | -975 | 0.18% |
| WORLD EQUITY GROUP, INC. | 4.04K | Jun 30, 26 | -2.82K | 0.13% |
| JPMORGAN CHASE & CO | 1.85K | Jun 30, 26 | -794 | 0.06% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 1.40K | Jun 30, 26 | +1.40K | 0.05% |
| UBS Group AG | 863 | Jun 30, 26 | +863 | 0.03% |
| Oakmont Advisory Group, LLC | 355 | Jun 30, 26 | +355 | 0.01% |
| Silver Grove Financial Group, Inc. | 328 | Jun 30, 26 | +328 | 0.01% |
| MORGAN STANLEY | 189 | Jun 30, 26 | -- | 0.01% |
| HARBOUR INVESTMENTS, INC. | 142 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 73 | Jun 30, 26 | +73 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 64 | Jun 30, 26 | +64 | 0.00% |
| Atlantic Union Bankshares Corp | -- | Jun 30, 26 | -900 | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -7.44K | -- |
| CWM, LLC | 892 | Mar 31, 26 | -399 | 0.03% |
| SOL Capital Management CO | -- | Mar 31, 26 | -20.64K | -- |
| Northwest Capital Management Inc | -- | Dec 31, 25 | -892 | -- |
| Orion Portfolio Solutions, LLC | 123.73K | Mar 31, 25 | -18.85K | 3.98% |
| Catalyst Wealth Management, LLC | 7.20K | Mar 31, 23 | -1.02K | 0.23% |
