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 |
|---|---|---|---|---|
| Bank of New York Mellon Corp | 6.75M | Jun 30, 26 | +2.44M | 10.79% |
| JONES FINANCIAL COMPANIES LLLP | 3.78M | Jun 30, 26 | +1.17M | 6.04% |
| MORGAN STANLEY | 2.96M | Jun 30, 26 | +155.51K | 4.74% |
| Cetera Investment Advisers | 2.76M | Jun 30, 26 | +405.77K | 4.42% |
| UBS Group AG | 2.66M | Jun 30, 26 | +131.60K | 4.25% |
| LPL Financial LLC | 2.42M | Jun 30, 26 | +32.75K | 3.86% |
| ROYAL BANK OF CANADA | 2.18M | Jun 30, 26 | +151.73K | 3.48% |
| BANK OF AMERICA CORP /DE/ | 2.00M | Jun 30, 26 | +288.90K | 3.20% |
| Venturi Wealth Management, LLC | 1.80M | Jun 30, 26 | +47.37K | 2.87% |
| Capital Group Private Client Services, Inc. | 1.42M | Jun 30, 26 | +170.93K | 2.27% |
| RAYMOND JAMES FINANCIAL INC | 1.39M | Jun 30, 26 | +108.74K | 2.23% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.18M | Jun 30, 26 | +37.73K | 1.89% |
| WELLS FARGO & COMPANY/MN | 1.07M | Jun 30, 26 | +7.48K | 1.71% |
| ENVESTNET ASSET MANAGEMENT INC | 1.02M | Jun 30, 26 | +153.88K | 1.63% |
| ADVISOR GROUP HOLDINGS, INC. | 823.57K | Jun 30, 26 | +226.41K | 1.32% |
| Merit Financial Group, LLC | 778.29K | Jun 30, 26 | +7.39K | 1.24% |
| LVW Advisors, LLC | 662.73K | Jun 30, 26 | -65.35K | 1.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 641.48K | Jun 30, 26 | +33.71K | 1.03% |
| STIFEL FINANCIAL CORP | 630.55K | Jun 30, 26 | +35.92K | 1.01% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 617.01K | Jun 30, 26 | +100.52K | 0.99% |
| Linscomb & Williams, Inc. | 550.56K | Jun 30, 26 | +125.85K | 0.88% |
| Freedom Financial Partners LLC | 481.89K | Jun 30, 26 | +34.06K | 0.77% |
| MML INVESTORS SERVICES, LLC | 435.31K | Jun 30, 26 | +89.36K | 0.70% |
| NATIXIS ADVISORS, L.P. | 404.09K | Jun 30, 26 | +88.57K | 0.65% |
| Cambridge Investment Research Advisors, Inc. | 403.49K | Jun 30, 26 | +48.14K | 0.65% |
| StrongBox Wealth, LLC | 380.06K | Jun 30, 26 | -375 | 0.61% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 371.97K | Jun 30, 26 | +69.75K | 0.59% |
| SWEENEY & MICHEL, LLC | 350.72K | Jun 30, 26 | +26.40K | 0.56% |
| Kestra Advisory Services, LLC | 341.10K | Jun 30, 26 | -38.93K | 0.55% |
| Private Advisor Group, LLC | 339.19K | Jun 30, 26 | -183.62K | 0.54% |
| Stonebridge Financial Group, LLC | 323.73K | Jun 30, 26 | +10.62K | 0.52% |
| Baird Financial Group, Inc. | 290.63K | Jun 30, 26 | +28.00K | 0.46% |
| Evernest Financial Advisors, LLC | 269.80K | Jun 30, 26 | -71.19K | 0.43% |
| BANK OF MONTREAL /CAN/ | 266.64K | Jun 30, 26 | -7.00K | 0.43% |
| Valmark Advisers, Inc. | 204.12K | Jun 30, 26 | +51.74K | 0.33% |
| Bleakley Financial Group, LLC | 201.44K | Jun 30, 26 | +21.83K | 0.32% |
| Mendota Financial Group, LLC | 181.52K | Jun 30, 26 | -4.36K | 0.29% |
| Equity Wealth Partners, LLC | 181.31K | Jun 30, 26 | +181.31K | 0.29% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 173.41K | Jun 30, 26 | +29.95K | 0.28% |
| KWB Wealth | 170.41K | Jun 30, 26 | -44.73K | 0.27% |
| Capital Analysts, LLC | 158.35K | Jun 30, 26 | +57.21K | 0.25% |
| Johnson Bixby & Associates, LLC | 153.51K | Jun 30, 26 | -8.27K | 0.25% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 152.92K | Jun 30, 26 | +14.79K | 0.24% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 145.25K | Jun 30, 26 | +66.70K | 0.23% |
| Burton Enright Welch | 142.42K | Jun 30, 26 | -5.61K | 0.23% |
| Sovran Advisors, LLC | 142.19K | Jun 30, 26 | +53.05K | 0.23% |
| D.A. DAVIDSON & CO. | 137.63K | Jun 30, 26 | -17.06K | 0.22% |
| Confluence Wealth Services, Inc. | 136.09K | Jun 30, 26 | +7.31K | 0.22% |
| Greykasell Wealth Strategies, Inc. | 135.93K | Jun 30, 26 | +7.47K | 0.22% |
| Roehl & Yi Investment Advisors, LLC | 132.49K | Jun 30, 26 | +28.06K | 0.21% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 127.89K | Jun 30, 26 | -3.71K | 0.20% |
| DAVENPORT & Co LLC | 117.37K | Jun 30, 26 | +10.69K | 0.19% |
| Rockefeller Capital Management L.P. | 117.30K | Jun 30, 26 | -2.06K | 0.19% |
| Wayfinding Financial, LLC | 114.62K | Jun 30, 26 | +107.10K | 0.18% |
| Security Financial Services, INC. | 106.50K | Jun 30, 26 | -152 | 0.17% |
| HARBOUR INVESTMENTS, INC. | 97.86K | Jun 30, 26 | -10.73K | 0.16% |
| Creative Planning | 96.50K | Jun 30, 26 | +96.50K | 0.15% |
| CAPTRUST FINANCIAL ADVISORS | 96.46K | Jun 30, 26 | +6.13K | 0.15% |
| Kingsview Wealth Management, LLC | 92.13K | Jun 30, 26 | -27.52K | 0.15% |
| Bill Few Associates, Inc. | 88.66K | Jun 30, 26 | +3.66K | 0.14% |
| Prospera Financial Services Inc | 86.88K | Jun 30, 26 | -9.25K | 0.14% |
| CITADEL ADVISORS LLC | 84.70K | Jun 30, 26 | +16.31K | 0.14% |
| JANE STREET GROUP, LLC | 73.75K | Jun 30, 26 | -359.48K | 0.12% |
| J. Derek Lewis & Associates Inc. | 71.03K | Jun 30, 26 | +17.05K | 0.11% |
| Mariner, LLC | 69.29K | Jun 30, 26 | -966 | 0.11% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 66.96K | Jun 30, 26 | +6.97K | 0.11% |
| IFP Advisors, Inc | 62.78K | Jun 30, 26 | +26.32K | 0.10% |
| BlackDiamond Wealth Management Inc. | 61.82K | Jun 30, 26 | -5.25K | 0.10% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 61.33K | Jun 30, 26 | +10.15K | 0.10% |
| GOLDMAN SACHS GROUP INC | 60.74K | Jun 30, 26 | +54.52K | 0.10% |
| PARK AVENUE SECURITIES LLC | 56.96K | Jun 30, 26 | +6.38K | 0.09% |
| Trueblood Wealth Management, LLC | 54.56K | Jun 30, 26 | +1.38K | 0.09% |
| Sanctuary Advisors, LLC | 50.94K | Jun 30, 26 | +2.37K | 0.08% |
| CLG LLC | 50.27K | Jun 30, 26 | +25.44K | 0.08% |
| HighPoint Advisor Group LLC | 49.31K | Jun 30, 26 | +3.93K | 0.08% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 46.47K | Jun 30, 26 | -4.40K | 0.07% |
| Dynamic Advisor Solutions LLC | 39.79K | Jun 30, 26 | -42 | 0.06% |
| Brinker Capital Investments, LLC | 39.38K | Jun 30, 26 | +10.80K | 0.06% |
| Wisconsin Wealth Advisors, LLC | 39.05K | Jun 30, 26 | +335 | 0.06% |
| Investment Planning Advisors, Inc. | 38.69K | Jun 30, 26 | +1.68K | 0.06% |
| Equitable Holdings, Inc. | 38.62K | Jun 30, 26 | +22.30K | 0.06% |
| First Heartland Consultants, Inc. | 36.80K | Jun 30, 26 | -181 | 0.06% |
| SITTNER & NELSON, LLC | 36.63K | Jun 30, 26 | +3.18K | 0.06% |
| WARNER FINANCIAL, INC | 35.57K | Jun 30, 26 | +383 | 0.06% |
| HRT FINANCIAL LP | 35.39K | Jun 30, 26 | +35.39K | 0.06% |
| Ausdal Financial Partners, Inc. | 35.26K | Jun 30, 26 | -227 | 0.06% |
| Atlas Legacy Advisors, LLC | 34.97K | Jun 30, 26 | -576 | 0.06% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 34.95K | Jun 30, 26 | -- | 0.06% |
| Junk Investment Group, LLC | 32.75K | Jun 30, 26 | +2.82K | 0.05% |
| Global Retirement Partners, LLC | 30.73K | Jun 30, 26 | +30.73K | 0.05% |
| American Financial Advisors, LLC | 30.33K | Jun 30, 26 | -- | 0.05% |
| AXXCESS WEALTH MANAGEMENT, LLC | 29.34K | Jun 30, 26 | +29.34K | 0.05% |
| J.W. COLE ADVISORS, INC. | 29.29K | Jun 30, 26 | +29.29K | 0.05% |
| SEAMOUNT FINANCIAL GROUP INC | 28.67K | Jun 30, 26 | +3.98K | 0.05% |
| Quantinno Capital Management LP | 28.55K | Jun 30, 26 | -22.90K | 0.05% |
| TD Waterhouse Canada Inc. | 27.47K | Jun 30, 26 | +1.62K | 0.04% |
| Walleye Partners, LLC | 26.99K | Jun 30, 26 | +495 | 0.04% |
| LexAurum Advisors, LLC | 25.69K | Jun 30, 26 | +864 | 0.04% |
| AMERIPRISE FINANCIAL INC | 23.51K | Jun 30, 26 | -7.70K | 0.04% |
| DOVER ADVISORS, LLC | 22.63K | Jun 30, 26 | +170 | 0.04% |
| SageView Advisory Group, LLC | 21.97K | Jun 30, 26 | +7.02K | 0.04% |
| AdvisorNet Financial, Inc | 21.72K | Jun 30, 26 | -513 | 0.03% |
| SMITH, MOORE & CO. | 20.05K | Jun 30, 26 | +174 | 0.03% |
| Diversify Advisory Services, LLC | 19.73K | Jun 30, 26 | +19.73K | 0.03% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 19.73K | Jun 30, 26 | +183 | 0.03% |
| RM Financial Services, LLC | 18.53K | Jun 30, 26 | +534 | 0.03% |
| Stratos Wealth Partners, LTD. | 18.16K | Jun 30, 26 | +200 | 0.03% |
| Pensionmark Financial Group, LLC | 18.06K | Jun 30, 26 | -- | 0.03% |
| HighTower Advisors, LLC | 17.22K | Jun 30, 26 | -11.20K | 0.03% |
| Jacobi Capital Management LLC | 16.39K | Jun 30, 26 | -- | 0.03% |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | 16.24K | Jun 30, 26 | +5.16K | 0.03% |
| Mutual Advisors, LLC | 16.07K | Jun 30, 26 | -1.32K | 0.03% |
| Lodestone Wealth Management LLC | 15.77K | Jun 30, 26 | -3.72K | 0.03% |
| Aspire Growth Partners LLC | 15.32K | Jun 30, 26 | -518 | 0.02% |
| WJ Wealth Management, LLC | 14.96K | Jun 30, 26 | -166.43K | 0.02% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 14.72K | Jun 30, 26 | +286 | 0.02% |
| Clear Creek Financial Management, LLC | 14.50K | Jun 30, 26 | +193 | 0.02% |
| Lincoln Capital LLC | 14.42K | Jun 30, 26 | +2.35K | 0.02% |
| Envestnet Portfolio Solutions, Inc. | 12.79K | Jun 30, 26 | +819 | 0.02% |
| Investmark Advisory Group LLC | 12.48K | Jun 30, 26 | +2.33K | 0.02% |
| FIFTH THIRD BANCORP | 11.97K | Jun 30, 26 | +9.10K | 0.02% |
| Latitude Advisors, LLC | 11.44K | Jun 30, 26 | +11.44K | 0.02% |
| Summit Global Investments | 10.32K | Jun 30, 26 | +1.10K | 0.02% |
| Janney Montgomery Scott LLC | 10.05K | Jun 30, 26 | +2.24K | 0.02% |
| BNB Wealth Management, LLC | 9.89K | Jun 30, 26 | -- | 0.02% |
| QTR Family Wealth, LLC | 9.76K | Jun 30, 26 | -95 | 0.02% |
| PFG Advisors | 9.13K | Jun 30, 26 | -353 | 0.01% |
| NWF Advisory Services Inc. | 8.89K | Jun 30, 26 | +1.90K | 0.01% |
| BENJAMIN EDWARDS INC | 8.55K | Jun 30, 26 | +8.55K | 0.01% |
| Beacon Pointe Advisors, LLC | 8.55K | Jun 30, 26 | +1.10K | 0.01% |
| Veracity Capital LLC | 8.26K | Jun 30, 26 | +8.26K | 0.01% |
| Clark Capital Management Group, Inc. | 8.22K | Jun 30, 26 | +8.22K | 0.01% |
| Ameritas Advisory Services, LLC | 8.01K | Jun 30, 26 | +8.01K | 0.01% |
| LANDAAS & CO /WI /ADV | 7.00K | Jun 30, 26 | -- | 0.01% |
| TITLEIST ASSET MANAGEMENT, LLC | 6.89K | Jun 30, 26 | +803 | 0.01% |
| Cerity Partners LLC | 6.80K | Jun 30, 26 | +6.80K | 0.01% |
| FLORIDA FINANCIAL ADVISORS, LLC | 6.76K | Jun 30, 26 | +6.76K | 0.01% |
| Farther Finance Advisors, LLC | 6.62K | Jun 30, 26 | +1.68K | 0.01% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 6.36K | Jun 30, 26 | +6.36K | 0.01% |
| Financial Perspectives, Inc | 6.22K | Jun 30, 26 | -- | 0.01% |
| FLOW TRADERS U.S. LLC | 6.10K | Jun 30, 26 | +6.10K | 0.01% |
| Keystone Financial Group | 5.95K | Jun 30, 26 | -828 | 0.01% |
| Clearwave Capital, LLC | 5.85K | Jun 30, 26 | +5.85K | 0.01% |
| Cresset Asset Management, LLC | 5.70K | Jun 30, 26 | +5.70K | 0.01% |
| OLD MISSION CAPITAL LLC | 5.58K | Jun 30, 26 | +5.58K | 0.01% |
| BBR PARTNERS, LLC | 5.50K | Jun 30, 26 | +5.50K | 0.01% |
| Capital Investment Advisory Services, LLC | 5.45K | Jun 30, 26 | +5.45K | 0.01% |
| NewEdge Advisors, LLC | 5.10K | Jun 30, 26 | +1 | 0.01% |
| Integrated Wealth Concepts LLC | 5.01K | Jun 30, 26 | +5.01K | 0.01% |
| Larson Financial Group LLC | 4.42K | Jun 30, 26 | -- | 0.01% |
| CENTAURUS FINANCIAL, INC. | 4.05K | Jun 30, 26 | -3.98K | 0.01% |
| CITY HOLDING CO | 3.80K | Jun 30, 26 | +3.80K | 0.01% |
| Steward Partners Investment Advisory, LLC | 3.65K | Jun 30, 26 | +260 | 0.01% |
| ROTHSCHILD INVESTMENT LLC | 2.98K | Jun 30, 26 | -- | 0.00% |
| BESSEMER GROUP INC | 2.93K | Jun 30, 26 | +2.93K | 0.00% |
| Harborfront Financial Group LLC | 2.27K | Jun 30, 26 | +2.27K | 0.00% |
| JPMORGAN CHASE & CO | 1.35K | Jun 30, 26 | -182 | 0.00% |
| IFG Advisory, LLC | 1.25K | Jun 30, 26 | +1.25K | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 1.20K | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 1.19K | Jun 30, 26 | +912 | 0.00% |
| Allworth Financial LP | 1.04K | Jun 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 1.04K | Jun 30, 26 | +144 | 0.00% |
| Leo H. Evart, Inc. | 955 | Jun 30, 26 | -- | 0.00% |
| Whipplewood Advisors, LLC | 850 | Jun 30, 26 | -- | 0.00% |
| US BANCORP \DE\ | 800 | Jun 30, 26 | -- | 0.00% |
| CrossGen Wealth, LLC | 684 | Jun 30, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 667 | Jun 30, 26 | -- | 0.00% |
| Beaird Harris Wealth Management, LLC | 457 | Jun 30, 26 | -- | 0.00% |
| Continuum Advisory, LLC | 394 | Jun 30, 26 | +394 | 0.00% |
| Signature Resources Capital Management, LLC | 314 | Jun 30, 26 | -108 | 0.00% |
| Frazier Financial Advisors, LLC | 269 | Jun 30, 26 | -- | 0.00% |
| SHP Wealth Management | 252 | Jun 30, 26 | -- | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 157 | Jun 30, 26 | +157 | 0.00% |
| SRS Capital Advisors, Inc. | 133 | Jun 30, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 108 | Jun 30, 26 | -163 | 0.00% |
| Rosenberg Matthew Hamilton | 51 | Jun 30, 26 | -- | 0.00% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 50 | Jun 30, 26 | -- | 0.00% |
| Smartleaf Asset Management LLC | 40 | Jun 30, 26 | -- | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 17 | Jun 30, 26 | +9 | 0.00% |
| Tower Research Capital LLC (TRC) | 3 | Jun 30, 26 | +3 | 0.00% |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -44.28K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -288 | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -1.51K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -2.23K | -- |
| Financial Life Planners | -- | Jun 30, 26 | -127 | -- |
| Capital International Investors | -- | Jun 30, 26 | -20.16K | -- |
| Duncan Williams Asset Management, LLC | -- | Jun 30, 26 | -11.85K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -10.89K | -- |
| Sunbelt Securities, Inc. | 3.32K | Mar 31, 26 | +1.52K | 0.01% |
| CWM, LLC | 1.47K | Mar 31, 26 | +18 | 0.00% |
| Financial Gravity Asset Management, Inc. | 464 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 2.19K | Dec 31, 25 | -1.34K | 0.00% |
| GPS Wealth Strategies Group, LLC | -- | Dec 31, 25 | -983 | -- |
| Tyler-Stone Wealth Management | 32.59K | Jun 30, 25 | +2.62K | 0.05% |
| ACAS, LLC | 12.30K | Jun 30, 25 | +795 | 0.02% |
| AVANTAX ADVISORY SERVICES, INC. | 10.72K | Jun 30, 25 | +142 | 0.02% |
| Capital A Wealth Management, LLC | -- | Jun 30, 25 | -21 | -- |
| Orion Portfolio Solutions, LLC | 11.43K | Mar 31, 25 | +11.43K | 0.02% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -1.40K | -- |
| RAYMOND JAMES & ASSOCIATES | 113.39K | Sep 30, 24 | +113.39K | 0.18% |
| Pillar Wealth Advisors, LLC | -- | Sep 30, 24 | -14.00K | -- |
| Cetera Advisor Networks LLC | 141.27K | Mar 31, 24 | +77.34K | 0.23% |
| Cetera Advisors LLC | 37.90K | Mar 31, 24 | +27.53K | 0.06% |
| Retirement Group, LLC | 14.89K | Mar 31, 24 | +14.89K | 0.02% |