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 Source: SEC Form 13F holdings (Financial Modeling Prep)Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyHow we source this
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Korea Investment CORP | 436.08K | Jun 30, 26 | -- | 5.93% |
| MORGAN STANLEY | 167.88K | Jun 30, 26 | +23.39K | 2.28% |
| JANE STREET GROUP, LLC | 112.22K | Jun 30, 26 | -346.07K | 1.53% |
| Nilsine Partners, LLC | 79.75K | Jun 30, 26 | +1.53K | 1.08% |
| WELLS FARGO & COMPANY/MN | 74.26K | Jun 30, 26 | +14.93K | 1.01% |
| UBS Group AG | 58.66K | Jun 30, 26 | -24.30K | 0.80% |
| BANK OF AMERICA CORP /DE/ | 53.12K | Jun 30, 26 | -6.94K | 0.72% |
| Advisory Services Network, LLC | 49.17K | Jun 30, 26 | +9.39K | 0.67% |
| ROYAL BANK OF CANADA | 47.62K | Jun 30, 26 | +13.05K | 0.65% |
| CoreCap Advisors, LLC | 45.17K | Jun 30, 26 | +3.88K | 0.61% |
| HighTower Advisors, LLC | 36.71K | Jun 30, 26 | +8.64K | 0.50% |
| NEPC LLC | 36.53K | Jun 30, 26 | +5.46K | 0.50% |
| Monument Capital Management | 35.54K | Jun 30, 26 | -529 | 0.48% |
| LPL Financial LLC | 35.09K | Jun 30, 26 | +2.34K | 0.48% |
| NewSquare Capital LLC | 32.53K | Jun 30, 26 | -659 | 0.44% |
| COMMONWEALTH EQUITY SERVICES, LLC | 30.54K | Jun 30, 26 | +3.97K | 0.42% |
| MML INVESTORS SERVICES, LLC | 28.85K | Jun 30, 26 | +3.63K | 0.39% |
| RAYMOND JAMES FINANCIAL INC | 28.09K | Jun 30, 26 | +1.18K | 0.38% |
| Swiss Life Asset Management Ltd | 26.17K | Jun 30, 26 | -455 | 0.36% |
| OLD MISSION CAPITAL LLC | 21.65K | Jun 30, 26 | +8.18K | 0.29% |
| Cypress Capital Group | 18.99K | Jun 30, 26 | +18.99K | 0.26% |
| Sepio Capital, LP | 18.56K | Jun 30, 26 | +133 | 0.25% |
| Qube Research & Technologies Ltd | 17.96K | Jun 30, 26 | +17.96K | 0.24% |
| D. E. Shaw & Co., Inc. | 16.56K | Jun 30, 26 | +6.94K | 0.23% |
| JPMORGAN CHASE & CO | 16.01K | Jun 30, 26 | +15.79K | 0.22% |
| Cetera Investment Advisers | 15.68K | Jun 30, 26 | +1.25K | 0.21% |
| BBR PARTNERS, LLC | 14.99K | Jun 30, 26 | +14.99K | 0.20% |
| Pathstone Holdings, LLC | 14.89K | Jun 30, 26 | +13.12K | 0.20% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13.20K | Jun 30, 26 | -4.82K | 0.18% |
| Rockefeller Capital Management L.P. | 13.08K | Jun 30, 26 | +1.51K | 0.18% |
| Wealthfront Advisers LLC | 12.84K | Jun 30, 26 | +2.15K | 0.17% |
| DAVENPORT & Co LLC | 12.76K | Jun 30, 26 | -- | 0.17% |
| Beacon Pointe Advisors, LLC | 12.19K | Jun 30, 26 | +1.19K | 0.17% |
| ADVISOR GROUP HOLDINGS, INC. | 12.12K | Jun 30, 26 | -803 | 0.16% |
| Principal Street Partners, LLC | 11.77K | Jun 30, 26 | +7.65K | 0.16% |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 11.10K | Jun 30, 26 | +18 | 0.15% |
| Legacy Capital Group California, Inc. | 11.00K | Jun 30, 26 | +18 | 0.15% |
| HRT FINANCIAL LP | 9.76K | Jun 30, 26 | +9.76K | 0.13% |
| BNP PARIBAS ARBITRAGE, SNC | 9.21K | Jun 30, 26 | +9.21K | 0.13% |
| BigSur Wealth Management LLC | 8.40K | Jun 30, 26 | +5.40K | 0.11% |
| Kestra Advisory Services, LLC | 8.39K | Jun 30, 26 | -469 | 0.11% |
| Smithfield Trust Co | 8.24K | Jun 30, 26 | -4.99K | 0.11% |
| RVW Wealth, LLC | 8.01K | Jun 30, 26 | -294 | 0.11% |
| TD Waterhouse Canada Inc. | 7.64K | Jun 30, 26 | +1.75K | 0.10% |
| GOLDMAN SACHS GROUP INC | 7.45K | Jun 30, 26 | +7.45K | 0.10% |
| STIFEL FINANCIAL CORP | 7.37K | Jun 30, 26 | +24 | 0.10% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 7.24K | Jun 30, 26 | +5.13K | 0.10% |
| Knollwood Investment Advisory, LLC | 6.92K | Jun 30, 26 | -- | 0.09% |
| ZACKS INVESTMENT MANAGEMENT | 6.87K | Jun 30, 26 | +1.32K | 0.09% |
| Colony Group, LLC | 6.65K | Jun 30, 26 | +327 | 0.09% |
| Creative Planning | 6.57K | Jun 30, 26 | +3.00K | 0.09% |
| Csenge Advisory Group | 6.22K | Jun 30, 26 | -3.04K | 0.08% |
| Advyzon Investment Management, LLC | 6.17K | Jun 30, 26 | +6.17K | 0.08% |
| Castle Rock Wealth Management, LLC | 5.69K | Jun 30, 26 | -- | 0.08% |
| ENVESTNET ASSET MANAGEMENT INC | 5.68K | Jun 30, 26 | -9.33K | 0.08% |
| Beaumont Financial Advisors, LLC | 5.55K | Jun 30, 26 | -- | 0.08% |
| TRUST CO OF OKLAHOMA | 5.04K | Jun 30, 26 | -- | 0.07% |
| Analyst IMS Investment Management Services Ltd. | 4.99K | Jun 30, 26 | +1.19K | 0.07% |
| CX Institutional | 4.79K | Jun 30, 26 | +4.26K | 0.07% |
| Texas Yale Capital Corp. | 4.47K | Jun 30, 26 | -- | 0.06% |
| Rinkey Investments | 4.47K | Jun 30, 26 | +394 | 0.06% |
| AMERIPRISE FINANCIAL INC | 4.44K | Jun 30, 26 | +133 | 0.06% |
| Arrow Investment Advisors, LLC | 4.43K | Jun 30, 26 | -61 | 0.06% |
| SCOTIA CAPITAL INC. | 4.41K | Jun 30, 26 | +4 | 0.06% |
| Evolution Wealth Advisors, LLC | 4.33K | Jun 30, 26 | -- | 0.06% |
| Wealth Care LLC | 4.14K | Jun 30, 26 | +35 | 0.06% |
| Integrated Wealth Concepts LLC | 4.08K | Jun 30, 26 | +1.52K | 0.06% |
| Nadler Financial Group, Inc. | 4.05K | Jun 30, 26 | -- | 0.06% |
| Mariner, LLC | 4.05K | Jun 30, 26 | -240 | 0.06% |
| Ronald Blue Trust, Inc. | 4.04K | Jun 30, 26 | -75 | 0.05% |
| Adviser Investments LLC | 3.94K | Jun 30, 26 | -- | 0.05% |
| JONES FINANCIAL COMPANIES LLLP | 3.94K | Jun 30, 26 | +609 | 0.05% |
| Israel Discount Bank of New York | 3.92K | Jun 30, 26 | -- | 0.05% |
| KKM Financial LLC | 3.84K | Jun 30, 26 | -162 | 0.05% |
| Copia Wealth Management | 3.81K | Jun 30, 26 | +631 | 0.05% |
| CERTUITY, LLC | 3.74K | Jun 30, 26 | +23 | 0.05% |
| TRUIST FINANCIAL CORP | 3.62K | Jun 30, 26 | +229 | 0.05% |
| Wealthspire Advisors, LLC | 3.61K | Jun 30, 26 | -- | 0.05% |
| Cyndeo Wealth Partners, LLC | 3.36K | Jun 30, 26 | -41 | 0.05% |
| Roundview Capital LLC | 3.35K | Jun 30, 26 | +498 | 0.05% |
| Cambridge Investment Research Advisors, Inc. | 3.32K | Jun 30, 26 | +391 | 0.05% |
| Pioneer Family Office, LLC | 3.31K | Jun 30, 26 | -111.98K | 0.05% |
| Osbon Capital Management LLC | 3.28K | Jun 30, 26 | -1 | 0.04% |
| IFP Advisors, Inc | 3.22K | Jun 30, 26 | +2.35K | 0.04% |
| TORONTO DOMINION BANK | 2.90K | Jun 30, 26 | -- | 0.04% |
| EVOLVE PRIVATE WEALTH, LLC | 2.86K | Jun 30, 26 | +2.86K | 0.04% |
| AQR CAPITAL MANAGEMENT LLC | 2.86K | Jun 30, 26 | +2.86K | 0.04% |
| CAPTRUST FINANCIAL ADVISORS | 2.80K | Jun 30, 26 | -90 | 0.04% |
| CI Private Wealth, LLC | 2.80K | Jun 30, 26 | -594 | 0.04% |
| Leith Wheeler Investment Counsel Ltd. | 2.80K | Jun 30, 26 | +2.80K | 0.04% |
| Harel Insurance Investments & Financial Services Ltd. | 2.78K | Jun 30, 26 | -170 | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 2.76K | Jun 30, 26 | +202 | 0.04% |
| BANK OF MONTREAL /CAN/ | 2.60K | Jun 30, 26 | -106.67K | 0.04% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2.55K | Jun 30, 26 | -225 | 0.03% |
| Sanctuary Advisors, LLC | 2.52K | Jun 30, 26 | -110 | 0.03% |
| BlackDiamond Wealth Management Inc. | 2.41K | Jun 30, 26 | -40 | 0.03% |
| Miller Global Investments, LLC | 2.40K | Jun 30, 26 | -- | 0.03% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 2.37K | Jun 30, 26 | +340 | 0.03% |
| INSPIRION WEALTH ADVISORS, LLC | 2.35K | Jun 30, 26 | +2.35K | 0.03% |
| EFG International AG | 2.30K | Jun 30, 26 | -- | 0.03% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2.29K | Jun 30, 26 | -1.13K | 0.03% |
| Quantinno Capital Management LP | 2.27K | Jun 30, 26 | +309 | 0.03% |
| Vontobel Holding Ltd. | 2.10K | Jun 30, 26 | +2.10K | 0.03% |
| Invesco Ltd. | 2.03K | Jun 30, 26 | -5 | 0.03% |
| FIRST NATIONAL TRUST CO | 2.02K | Jun 30, 26 | -- | 0.03% |
| Summit Place Financial Advisors, LLC | 2.01K | Jun 30, 26 | -1.40K | 0.03% |
| Mesirow Financial Investment Management, Inc. | 1.97K | Jun 30, 26 | +92 | 0.03% |
| Sunpointe, LLC | 1.91K | Jun 30, 26 | -150 | 0.03% |
| SPIREPOINT PRIVATE CLIENT, LLC | 1.85K | Jun 30, 26 | -- | 0.03% |
| US BANCORP \DE\ | 1.84K | Jun 30, 26 | -5.02K | 0.03% |
| CIBC Bancorp USA Inc. | 1.84K | Jun 30, 26 | -- | 0.03% |
| Winthrop Advisory Group LLC | 1.82K | Jun 30, 26 | +1.82K | 0.02% |
| Allworth Financial LP | 1.80K | Jun 30, 26 | +25 | 0.02% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1.79K | Jun 30, 26 | +11 | 0.02% |
| INSIGNEO ADVISORY SERVICES, LLC | 1.75K | Jun 30, 26 | +1.75K | 0.02% |
| Able Wealth Management LLC | 1.74K | Jun 30, 26 | -175 | 0.02% |
| SAGE FINANCIAL GROUP INC | 1.73K | Jun 30, 26 | -112 | 0.02% |
| Signet Private Wealth LLC | 1.72K | Jun 30, 26 | +1.72K | 0.02% |
| Ackerman Asset Management, LLC | 1.67K | Jun 30, 26 | +1.67K | 0.02% |
| Bernard Wealth Management Corp. | 1.56K | Jun 30, 26 | -- | 0.02% |
| MARVIN & PALMER ASSOCIATES INC | 1.50K | Jun 30, 26 | +1.50K | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.32K | Jun 30, 26 | +1.17K | 0.02% |
| FMR LLC | 1.15K | Jun 30, 26 | +81 | 0.02% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 986 | Jun 30, 26 | -- | 0.01% |
| Graney & King, LLC | 980 | Jun 30, 26 | -- | 0.01% |
| JFS WEALTH ADVISORS, LLC | 920 | Jun 30, 26 | +561 | 0.01% |
| Provenance Wealth Advisors, LLC | 795 | Jun 30, 26 | -- | 0.01% |
| Rialto Wealth Management, LLC | 676 | Jun 30, 26 | -- | 0.01% |
| NATIONAL BANK OF CANADA /FI/ | 664 | Jun 30, 26 | +14 | 0.01% |
| Activest Wealth Management | 625 | Jun 30, 26 | -- | 0.01% |
| Westside Investment Management, Inc. | 600 | Jun 30, 26 | -- | 0.01% |
| Farther Finance Advisors, LLC | 572 | Jun 30, 26 | -- | 0.01% |
| Y.D. More Investments Ltd | 532 | Jun 30, 26 | -80 | 0.01% |
| SRS Capital Advisors, Inc. | 513 | Jun 30, 26 | +293 | 0.01% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 500 | Jun 30, 26 | -- | 0.01% |
| West Branch Capital LLC | 500 | Jun 30, 26 | -- | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 472 | Jun 30, 26 | -65 | 0.01% |
| Princeton Global Asset Management LLC | 429 | Jun 30, 26 | +1 | 0.01% |
| AlphaCore Capital LLC | 400 | Jun 30, 26 | -- | 0.01% |
| BARCLAYS PLC | 400 | Jun 30, 26 | +400 | 0.01% |
| Nova Wealth Management, Inc. | 384 | Jun 30, 26 | -- | 0.01% |
| Triumph Capital Management | 344 | Jun 30, 26 | +36 | 0.00% |
| Mirae Asset Global Investments Co., Ltd. | 312 | Jun 30, 26 | -1.65K | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 304 | Jun 30, 26 | +304 | 0.00% |
| Ashton Thomas Private Wealth, LLC | 259 | Jun 30, 26 | -- | 0.00% |
| Allied Private Wealth LLC | 239 | Jun 30, 26 | +239 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 238 | Jun 30, 26 | -94 | 0.00% |
| NBC SECURITIES, INC. | 230 | Jun 30, 26 | +230 | 0.00% |
| MCF Advisors LLC | 200 | Jun 30, 26 | -- | 0.00% |
| VSM Wealth Advisory, LLC | 200 | Jun 30, 26 | -- | 0.00% |
| Grove Bank & Trust | 180 | Jun 30, 26 | +180 | 0.00% |
| HUNTINGTON NATIONAL BANK | 179 | Jun 30, 26 | -- | 0.00% |
| RHUMBLINE ADVISERS | 170 | Jun 30, 26 | -- | 0.00% |
| Viewpoint Capital Management LLC | 160 | Jun 30, 26 | -- | 0.00% |
| SHP Wealth Management | 148 | Jun 30, 26 | +22 | 0.00% |
| IMA Wealth, Inc. | 143 | Jun 30, 26 | -- | 0.00% |
| FRANKLIN RESOURCES INC | 130 | Jun 30, 26 | -- | 0.00% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 116 | Jun 30, 26 | -- | 0.00% |
| Horizon Investments, LLC | 116 | Jun 30, 26 | -116 | 0.00% |
| FINANCIAL CONSULATE, INC | 108 | Jun 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| VALLEY NATIONAL ADVISERS INC | 96 | Jun 30, 26 | -- | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 80 | Jun 30, 26 | +80 | 0.00% |
| Kiker Wealth Management, LLC | 72 | Jun 30, 26 | -- | 0.00% |
| Battery Global Advisors, LLC | 56 | Jun 30, 26 | -- | 0.00% |
| Parallel Advisors, LLC | 50 | Jun 30, 26 | +50 | 0.00% |
| Ameritas Investment Partners, Inc. | 50 | Jun 30, 26 | -- | 0.00% |
| North Star Investment Management Corp. | 40 | Jun 30, 26 | +20 | 0.00% |
| AE Wealth Management LLC | 38 | Jun 30, 26 | -242 | 0.00% |
| 4Thought Financial Group Inc. | 33 | Jun 30, 26 | -1 | 0.00% |
| ANGELES WEALTH MANAGEMENT, LLC | 29 | Jun 30, 26 | -- | 0.00% |
| Bare Financial Services, Inc | 29 | Jun 30, 26 | +29 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 28 | Jun 30, 26 | -4 | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 25 | Jun 30, 26 | -- | 0.00% |
| FIFTH THIRD BANCORP | 21 | Jun 30, 26 | -5 | 0.00% |
| Steward Partners Investment Advisory, LLC | 11 | Jun 30, 26 | -180 | 0.00% |
| ATLAS CAPITAL ADVISORS LLC | 7 | Jun 30, 26 | -- | 0.00% |
| Covestor Ltd | 7 | Jun 30, 26 | -- | 0.00% |
| Glen Eagle Advisors, LLC | 5 | Jun 30, 26 | -- | 0.00% |
| Atlantic Union Bankshares Corp | 2 | Jun 30, 26 | -- | 0.00% |
| Costello Asset Management, INC | 1 | Jun 30, 26 | +1 | 0.00% |
| Kohmann Bosshard Financial Services, LLC | -- | Jun 30, 26 | -551 | -- |
| DRW Securities, LLC | -- | Jun 30, 26 | -21.06K | -- |
| Private Advisor Group, LLC | -- | Jun 30, 26 | -2.82K | -- |
| Golden State Equity Partners | -- | Jun 30, 26 | -500 | -- |
| BlackRock, Inc. | -- | Jun 30, 26 | -179.04K | -- |
| Colorado Capital Management, Inc. | -- | Jun 30, 26 | -3.34K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -151 | -- |
| Rossby Financial, LCC | -- | Jun 30, 26 | -373 | -- |
| Perennial Investment Advisors, LLC | -- | Jun 30, 26 | -2.85K | -- |
| Bank of New York Mellon Corp | -- | Jun 30, 26 | -2.32K | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -28.78K | -- |
| Equitable Holdings, Inc. | -- | Jun 30, 26 | -10.95K | -- |
| GeoWealth Management, LLC | -- | Jun 30, 26 | -5.45K | -- |
| Trek Financial, LLC | -- | Jun 30, 26 | -8.69K | -- |
| BLAIR WILLIAM & CO/IL | -- | Jun 30, 26 | -15.08K | -- |
| Mill Creek Capital Advisors, LLC | 13.09K | Mar 31, 26 | +2.04K | 0.18% |
| USA Financial Portformulas Corp | 1.49K | Mar 31, 26 | +1.49K | 0.02% |
| CWM, LLC | 725 | Mar 31, 26 | +17 | 0.01% |
| Sunbelt Securities, Inc. | -- | Mar 31, 26 | -3.08K | -- |
| CIBC Private Wealth Group, LLC | 1.84K | Dec 31, 25 | -- | 0.03% |
| COMERICA BANK | 26 | Dec 31, 25 | -- | 0.00% |
| Glenmede Investment Management, LP | 1.93K | Sep 30, 25 | -- | 0.03% |
| Family Firm, Inc. | -- | Jun 30, 25 | -3.27K | -- |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -1.81K | -- |
| RAYMOND JAMES & ASSOCIATES | 6.46K | Sep 30, 24 | +6.46K | 0.09% |
| Raymond James Financial Services Advisors, Inc. | 3.08K | Sep 30, 24 | +3.08K | 0.04% |
| Syntrinsic LLC | 173 | Sep 30, 24 | -- | 0.00% |
| Sargent Bickham Lagudis LLC | 185 | Dec 31, 22 | -- | 0.00% |
| Beaumont Financial Partners, LLC | 5.55K | Sep 30, 22 | -- | 0.08% |
| American Portfolios Advisors | 4.30K | Sep 30, 22 | -- | 0.06% |
| Carroll Financial Associates, Inc. | 100 | Dec 31, 21 | -- | 0.00% |
| Sullivan, Bruyette, Speros & Blaney, LLC | 2.03K | Mar 31, 21 | -- | 0.03% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1.01K | Dec 31, 19 | -- | 0.01% |
| Advisor Group, Inc. | 526 | Dec 31, 19 | -26 | 0.01% |
| Highstreet Asset Management Inc. | -- | Dec 31, 19 | -316 | -- |
| NEXT Financial Holdings | 743 | Mar 31, 19 | +743 | 0.01% |
| LOEB PARTNERS CORP | -- | Mar 31, 19 | -500 | -- |
| Watermark Asset Management, Inc. | 205 | Dec 31, 18 | -- | 0.00% |
| Vestpro Financial Partners, Inc. dba CPF Texas | 11.74K | Sep 30, 18 | +11.74K | 0.16% |
| MSI Financial Services Inc | 1.11K | Dec 31, 16 | +295 | 0.02% |
| SOCIETE GENERALE | 35.07K | Jun 30, 16 | +35.07K | 0.48% |
| CURIAN CAPITAL LLC | 14.56K | Dec 31, 15 | -44.67K | 0.20% |
| Placemark Investments, Inc. | 1.48K | Dec 31, 14 | +407 | 0.02% |
| UBS AG | 11.30K | Sep 30, 14 | +139 | 0.15% |
| Jane Street Holding, LLC | 22.41K | Dec 31, 13 | +10.01K | 0.30% |
| SIGNET MANAGEMENT USA, LLC | 10 | Dec 31, 13 | +10 | 0.00% |
| First Allied Securities, Inc. | 150 | Jun 30, 12 | +50 | 0.00% |
| RBC Dominion Securities Inc. | 1.19K | Dec 31, 08 | -- | 0.02% |
