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 |
|---|---|---|---|---|
| MORGAN STANLEY | 4.27M | Jun 30, 26 | +268.60K | 30.61% |
| PNC FINANCIAL SERVICES GROUP, INC. | 288.65K | Jun 30, 26 | -19.12K | 2.07% |
| BANK OF AMERICA CORP /DE/ | 286.37K | Jun 30, 26 | -1.47K | 2.05% |
| THRIVENT FINANCIAL FOR LUTHERANS | 145.72K | Jun 30, 26 | +31.14K | 1.04% |
| JPMORGAN CHASE & CO | 142.37K | Jun 30, 26 | -1.25K | 1.02% |
| Flagship Capital Management Inc. | 102.44K | Jun 30, 26 | +100 | 0.73% |
| WELLS FARGO & COMPANY/MN | 101.83K | Jun 30, 26 | -1.78K | 0.73% |
| AMERIPRISE FINANCIAL INC | 100.50K | Jun 30, 26 | -2.03K | 0.72% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 94.31K | Jun 30, 26 | +1.59K | 0.68% |
| UBS Group AG | 89.02K | Jun 30, 26 | -13.14K | 0.64% |
| DEUTSCHE BANK AG\ | 82.67K | Jun 30, 26 | -- | 0.59% |
| ROYAL BANK OF CANADA | 73.64K | Jun 30, 26 | -6.07K | 0.53% |
| RAYMOND JAMES FINANCIAL INC | 46.19K | Jun 30, 26 | +2.67K | 0.33% |
| Cooksen Wealth, LLC | 44.81K | Jun 30, 26 | -496 | 0.32% |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 44.41K | Jun 30, 26 | -5.23K | 0.32% |
| Harel Insurance Investments & Financial Services Ltd. | 42.11K | Jun 30, 26 | -- | 0.30% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 37.34K | Jun 30, 26 | -5.47K | 0.27% |
| Valor Advisors LLC | 36.95K | Jun 30, 26 | +2.21K | 0.26% |
| Banco Santander, S.A. | 35.55K | Jun 30, 26 | -3.90K | 0.25% |
| Berkeley, Inc | 30.63K | Jun 30, 26 | -325 | 0.22% |
| LPL Financial LLC | 28.88K | Jun 30, 26 | +3.30K | 0.21% |
| STIFEL FINANCIAL CORP | 27.21K | Jun 30, 26 | -225 | 0.19% |
| Pensionmark Financial Group, LLC | 26.30K | Jun 30, 26 | -- | 0.19% |
| Summit Asset Management, LLC | 26.19K | Jun 30, 26 | -919 | 0.19% |
| Cetera Investment Advisers | 25.47K | Jun 30, 26 | +12.02K | 0.18% |
| GOLDMAN SACHS GROUP INC | 23.92K | Jun 30, 26 | +23.92K | 0.17% |
| JONES FINANCIAL COMPANIES LLLP | 21.52K | Jun 30, 26 | +2.53K | 0.15% |
| Rockefeller Capital Management L.P. | 18.28K | Jun 30, 26 | +640 | 0.13% |
| Empower Advisory Group, LLC | 16.93K | Jun 30, 26 | -- | 0.12% |
| Consilium Wealth Advisory, LLC | 16.92K | Jun 30, 26 | -- | 0.12% |
| Fiduciary Planning LLC | 16.03K | Jun 30, 26 | -1.89K | 0.11% |
| FIFTH THIRD BANCORP | 15.76K | Jun 30, 26 | +641 | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 14.48K | Jun 30, 26 | +706 | 0.10% |
| TRUIST FINANCIAL CORP | 13.55K | Jun 30, 26 | -14.30K | 0.10% |
| Cerity Partners LLC | 13.45K | Jun 30, 26 | -- | 0.10% |
| Beacon Pointe Advisors, LLC | 13.17K | Jun 30, 26 | -85 | 0.09% |
| ENVESTNET ASSET MANAGEMENT INC | 11.92K | Jun 30, 26 | -183 | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11.24K | Jun 30, 26 | -70.64K | 0.08% |
| Robertson Stephens Wealth Management, LLC | 10.65K | Jun 30, 26 | -- | 0.08% |
| Concurrent Investment Advisors, LLC | 10.34K | Jun 30, 26 | -1.27K | 0.07% |
| Sierra Capital LLC | 9.90K | Jun 30, 26 | -- | 0.07% |
| BigSur Wealth Management LLC | 8.54K | Jun 30, 26 | -- | 0.06% |
| Peregrine Asset Advisers, Inc. | 8.51K | Jun 30, 26 | -- | 0.06% |
| Nuveen, LLC | 7.35K | Jun 30, 26 | +7.35K | 0.05% |
| FIRST UNITED BANK & TRUST | 7.00K | Jun 30, 26 | -- | 0.05% |
| M&T BANK CORP | 6.96K | Jun 30, 26 | -- | 0.05% |
| Creative Planning | 6.61K | Jun 30, 26 | +1.64K | 0.05% |
| Ifrah Financial Services, Inc. | 6.48K | Jun 30, 26 | -12 | 0.05% |
| FMR LLC | 6.26K | Jun 30, 26 | -17 | 0.04% |
| UBS ASSET MANAGEMENT AMERICAS INC | 6.23K | Jun 30, 26 | -379 | 0.04% |
| KINGSWOOD WEALTH ADVISORS, LLC | 6.10K | Jun 30, 26 | +1.25K | 0.04% |
| Private Advisor Group, LLC | 5.10K | Jun 30, 26 | -260 | 0.04% |
| Cypress Wealth Services, LLC | 4.65K | Jun 30, 26 | +112 | 0.03% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3.60K | Jun 30, 26 | -- | 0.03% |
| Aptus Capital Advisors, LLC | 3.24K | Jun 30, 26 | -227 | 0.02% |
| Steward Partners Investment Advisory, LLC | 2.49K | Jun 30, 26 | -- | 0.02% |
| US BANCORP \DE\ | 2.45K | Jun 30, 26 | -- | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 2.38K | Jun 30, 26 | +2.38K | 0.02% |
| BLAIR WILLIAM & CO/IL | 2.09K | Jun 30, 26 | -- | 0.01% |
| HARBOUR INVESTMENTS, INC. | 2.06K | Jun 30, 26 | -- | 0.01% |
| EP Wealth Advisors, LLC | 1.86K | Jun 30, 26 | +1.86K | 0.01% |
| PRIVATE TRUST CO NA | 1.72K | Jun 30, 26 | -- | 0.01% |
| Hilltop National Bank | 1.64K | Jun 30, 26 | -- | 0.01% |
| Colonial Trust Co / SC | 1.23K | Jun 30, 26 | -- | 0.01% |
| Activest Wealth Management | 787 | Jun 30, 26 | -1.32K | 0.01% |
| Harbor Asset Planning, Inc. | 764 | Jun 30, 26 | -- | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 690 | Jun 30, 26 | -- | 0.00% |
| BRYN MAWR TRUST Co | 600 | Jun 30, 26 | -- | 0.00% |
| Ashton Thomas Private Wealth, LLC | 500 | Jun 30, 26 | -- | 0.00% |
| Private Wealth Asset Management, LLC | 477 | Jun 30, 26 | -- | 0.00% |
| Allworth Financial LP | 416 | Jun 30, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | 350 | Jun 30, 26 | +174 | 0.00% |
| Federation des caisses Desjardins du Quebec | 325 | Jun 30, 26 | -- | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 170 | Jun 30, 26 | -- | 0.00% |
| BANK OF MONTREAL /CAN/ | 97 | Jun 30, 26 | +97 | 0.00% |
| Parallel Advisors, LLC | 83 | Jun 30, 26 | -- | 0.00% |
| Nemes Rush Group LLC | 44 | Jun 30, 26 | -- | 0.00% |
| Tower Research Capital LLC (TRC) | 33 | Jun 30, 26 | +14 | 0.00% |
| Vermillion Wealth Management, Inc. | 30 | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 27 | Jun 30, 26 | -23 | 0.00% |
| VANGUARD ADVISERS INC | 14 | Jun 30, 26 | -- | 0.00% |
| SIMPLEX TRADING, LLC | 4 | Jun 30, 26 | -111 | 0.00% |
| Golden State Equity Partners | -- | Jun 30, 26 | -1.56K | -- |
| HT Partners LLC | -- | Jun 30, 26 | -4.17K | -- |
| Ronald Blue Trust, Inc. | -- | Jun 30, 26 | -592 | -- |
| Cambridge Investment Research Advisors, Inc. | -- | Jun 30, 26 | -15.26K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -238 | -- |
| Arkos Global Advisors | -- | Jun 30, 26 | -2.57K | -- |
| PlanVest Financial, Inc | -- | Jun 30, 26 | -147 | -- |
| CWM, LLC | 48 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 15.21K | Dec 31, 25 | -89 | 0.11% |
| Litman Gregory Wealth Management LLC | 9.11K | Dec 31, 25 | -- | 0.07% |
| CIBC Private Wealth Group, LLC | 3.37K | Dec 31, 25 | -- | 0.02% |
| ORG Partners LLC | 1.56K | Dec 31, 25 | -- | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 54.51K | Sep 30, 24 | +23.85K | 0.39% |
| RAYMOND JAMES & ASSOCIATES | 16.19K | Sep 30, 24 | +6.64K | 0.12% |
| EMFO, LLC | 1.68K | Jun 30, 24 | -- | 0.01% |
| Cetera Advisors LLC | 11.55K | Mar 31, 24 | +1.41K | 0.08% |
| KENFARB & CO. | 68 | Sep 30, 23 | -- | 0.00% |
| BANK OF THE WEST | 66.60K | Dec 31, 22 | -30.62K | 0.48% |
| Personal Capital Advisors Corp | 17.80K | Dec 31, 22 | -- | 0.13% |
| KINGS POINT CAPITAL MANAGEMENT | 7.15K | Mar 31, 22 | -- | 0.05% |
| Carroll Financial Associates, Inc. | 127 | Dec 31, 21 | -- | 0.00% |
| OLD MISSION CAPITAL, LLC | 130.13K | Dec 31, 20 | +130.13K | 0.93% |
| Partnervest Advisory Services LLC | 12.29K | Sep 30, 20 | +4.15K | 0.09% |
| Beacon Pointe Wealth Advisors, LLC | 25.35K | Dec 31, 19 | +25.35K | 0.18% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 8.85K | Dec 31, 19 | -792 | 0.06% |
| Advisor Group, Inc. | 3.19K | Dec 31, 19 | +2.02K | 0.02% |
| SUNTRUST BANKS INC | 49.79K | Sep 30, 19 | +2.17K | 0.36% |
| BB&T SECURITIES, LLC | 7.66K | Sep 30, 19 | -1.12K | 0.05% |
| KLS Professional Advisors Group, LLC | 7.24K | Jun 30, 19 | -- | 0.05% |
| Watermark Asset Management, Inc. | 1.92K | Dec 31, 18 | +1.92K | 0.01% |
| Spruce Investment Advisors LLC | 56.70K | Dec 31, 17 | -7.49K | 0.41% |
| BB&T INVESTMENT SERVICES, INC. | -- | Dec 31, 17 | -214 | -- |
| PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 175.70K | Sep 30, 17 | +104.79K | 1.26% |
| RONALD BLUE & CO LLC | 190.08K | Jun 30, 17 | -38.46K | 1.36% |
| Virtu KCG Holdings LLC | 70.86K | Jun 30, 17 | +51.49K | 0.51% |
| Commonwealth Equity Services, Inc | 52.29K | Jun 30, 17 | -39.80K | 0.37% |
| Integrated Wealth Management | 79.49K | Mar 31, 17 | -5.54K | 0.57% |
| Efficient Market Advisors, LLC | 15.75K | Mar 31, 17 | -1.51M | 0.11% |
| MSI Financial Services Inc | 6.63K | Dec 31, 16 | -1.67K | 0.05% |
| EDMOND DE ROTHSCHILD (SUISSE) S.A. | 75.74K | Sep 30, 16 | -16.51K | 0.54% |
| SOCIETE GENERALE | 202.29K | Jun 30, 16 | +202.29K | 1.45% |
| FIRSTMERIT BANK N A TRUSTEE | 10.17K | Jun 30, 16 | +10.17K | 0.07% |
| Alerus Investment Advisors Corp | 28.00K | Mar 31, 16 | +28.00K | 0.20% |
| Gupta Wealth Management LLC | 5.00K | Mar 31, 16 | -- | 0.04% |
| MANAGED ACCOUNT ADVISORS LLC | 196.43K | Jun 30, 15 | +117.52K | 1.41% |
| BAIRD ROBERT W & CO INC /WI/ | 9.45K | Mar 31, 15 | +9.45K | 0.07% |
| Mariner Wealth Advisors-NYC, LLC | 115 | Mar 31, 15 | +115 | 0.00% |
| NEW ENGLAND SECURITIES CORP /MA/ | 1.15K | Dec 31, 14 | +1.15K | 0.01% |
| UBS AG | 496.73K | Sep 30, 14 | +325.51K | 3.56% |
