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 |
|---|---|---|---|---|
| CIBC WORLD MARKET INC. | 323.55K | Jun 30, 26 | +8.90K | 7.70% |
| MORGAN STANLEY | 273.65K | Jun 30, 26 | +10.29K | 6.52% |
| Marotta Asset Management | 264.42K | Jun 30, 26 | -7.65K | 6.30% |
| Arlington Capital Management, Inc. | 151.52K | Jun 30, 26 | -1.51K | 3.61% |
| Monument Capital Management | 119.69K | Jun 30, 26 | -2.60K | 2.85% |
| Sepio Capital, LP | 64.78K | Jun 30, 26 | +894 | 1.54% |
| ZACKS INVESTMENT MANAGEMENT | 55.91K | Jun 30, 26 | -3.45K | 1.33% |
| Financial & Tax Architects, LLC | 53.53K | Jun 30, 26 | +53.53K | 1.27% |
| ADVISOR GROUP HOLDINGS, INC. | 36.69K | Jun 30, 26 | -3.18K | 0.87% |
| HRT FINANCIAL LP | 32.95K | Jun 30, 26 | +32.95K | 0.78% |
| EverSource Wealth Advisors, LLC | 30.80K | Jun 30, 26 | +29.73K | 0.73% |
| Synergy Asset Management, LLC | 29.23K | Jun 30, 26 | +29.23K | 0.70% |
| EAGLE HARBOR ASSET MANAGEMENT INC /ADV | 26.55K | Jun 30, 26 | -6.59K | 0.63% |
| Providence First Trust Co | 24.75K | Jun 30, 26 | +7.07K | 0.59% |
| HighTower Advisors, LLC | 23.39K | Jun 30, 26 | +10.11K | 0.56% |
| Mount Lucas Management LP | 23.36K | Jun 30, 26 | -1.41K | 0.56% |
| Colony Group, LLC | 19.19K | Jun 30, 26 | -30.98K | 0.46% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 18.81K | Jun 30, 26 | +18.81K | 0.45% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18.36K | Jun 30, 26 | +18.36K | 0.44% |
| RAYMOND JAMES FINANCIAL INC | 14.34K | Jun 30, 26 | -630 | 0.34% |
| UBS Group AG | 14.25K | Jun 30, 26 | +2.38K | 0.34% |
| WELLS FARGO & COMPANY/MN | 14.02K | Jun 30, 26 | -3.53K | 0.33% |
| BANK OF AMERICA CORP /DE/ | 12.36K | Jun 30, 26 | +12.36K | 0.29% |
| BFI Infinity Ltd. | 10.76K | Jun 30, 26 | -- | 0.26% |
| Cambridge Investment Research Advisors, Inc. | 10.15K | Jun 30, 26 | +184 | 0.24% |
| LPL Financial LLC | 9.91K | Jun 30, 26 | -4.77K | 0.24% |
| Principal Street Partners, LLC | 9.91K | Jun 30, 26 | +9.91K | 0.24% |
| ROYAL BANK OF CANADA | 9.38K | Jun 30, 26 | +7.09K | 0.22% |
| GHP Investment Advisors, Inc. | 9.21K | Jun 30, 26 | -- | 0.22% |
| Cyndeo Wealth Partners, LLC | 8.76K | Jun 30, 26 | -115 | 0.21% |
| Eddie Patel Inc | 7.71K | Jun 30, 26 | +7.71K | 0.18% |
| Roan Capital Partners | 7.17K | Jun 30, 26 | +7.17K | 0.17% |
| BLAIR WILLIAM & CO/IL | 7.00K | Jun 30, 26 | -- | 0.17% |
| Mariner, LLC | 6.85K | Jun 30, 26 | -13.99K | 0.16% |
| Sunpointe, LLC | 6.20K | Jun 30, 26 | -499 | 0.15% |
| ENVESTNET ASSET MANAGEMENT INC | 5.46K | Jun 30, 26 | -237 | 0.13% |
| ANGELES WEALTH MANAGEMENT, LLC | 5.31K | Jun 30, 26 | -- | 0.13% |
| AlphaCentric Advisors LLC | 3.71K | Jun 30, 26 | -205 | 0.09% |
| BANK OF MONTREAL /CAN/ | 3.15K | Jun 30, 26 | +3.15K | 0.08% |
| HARBOUR INVESTMENTS, INC. | 1.72K | Jun 30, 26 | -27 | 0.04% |
| GFS Advisors, LLC | 887 | Jun 30, 26 | +887 | 0.02% |
| FMR LLC | 672 | Jun 30, 26 | +587 | 0.02% |
| FIFTH THIRD BANCORP | 581 | Jun 30, 26 | -11 | 0.01% |
| IFP Advisors, Inc | 417 | Jun 30, 26 | -- | 0.01% |
| Triumph Capital Management | 100 | Jun 30, 26 | -- | 0.00% |
| Transamerica Financial Advisors, Inc. | 54 | Jun 30, 26 | -- | 0.00% |
| C M BIDWELL & ASSOCIATES LTD | 49 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 46 | Jun 30, 26 | +46 | 0.00% |
| CoreCap Advisors, LLC | 39 | Jun 30, 26 | -42.52K | 0.00% |
| ATLAS CAPITAL ADVISORS LLC | 7 | Jun 30, 26 | -- | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 2 | Jun 30, 26 | +2 | 0.00% |
| Invesco Ltd. | -- | Jun 30, 26 | -8.15K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -2.17K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -45.68K | -- |
| UBS ASSET MANAGEMENT AMERICAS INC | -- | Jun 30, 26 | -53 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -267 | -- |
| Cavalier Investments, LLC | -- | Jun 30, 26 | -125.00K | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -21.45K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -13.57K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -39.59K | -- |
| Financial Freedom, LLC | -- | Jun 30, 26 | -683 | -- |
| Equitable Holdings, Inc. | -- | Jun 30, 26 | -32.54K | -- |
| Dorsey Wright & Associates | -- | Jun 30, 26 | -16.53K | -- |
| COMERICA BANK | 592 | Dec 31, 25 | +198 | 0.01% |
| EWG Elevate Inc. | 35.91K | Sep 30, 25 | +35.91K | 0.85% |
| NAPA WEALTH MANAGEMENT | -- | Sep 30, 25 | -54.35K | -- |
| Syntrinsic LLC | -- | Sep 30, 24 | -945 | -- |
| Polaris Wealth Advisory Group, LLC | 27.02K | Sep 30, 23 | -1.49K | 0.64% |
| American Portfolios Advisors | 183 | Sep 30, 22 | -61 | 0.00% |
| Advisor Group, Inc. | 320 | Dec 31, 19 | -- | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | -- | Dec 31, 19 | -44 | -- |
| NEXT Financial Holdings | 244 | Mar 31, 19 | +244 | 0.01% |
| Financial Gravity Companies, Inc. | 13 | Dec 31, 18 | +13 | 0.00% |
| HAYS ADVISORY LLC | -- | Sep 30, 18 | -76.14K | -- |
| AFAM CAPITAL, INC. | -- | Sep 30, 18 | -24.89K | -- |
| Numeric Investors LLC | 13.30K | Dec 31, 17 | -1.10K | 0.32% |
| Independent Portfolio Consultants, Inc. | 52.29K | Jun 30, 17 | -6.59K | 1.25% |
| Virtu KCG Holdings LLC | 10.47K | Jun 30, 17 | +10.47K | 0.25% |
| WFG Advisors, LP | 178 | Jun 30, 17 | -- | 0.00% |
| MSI Financial Services Inc | 107 | Dec 31, 16 | -- | 0.00% |
| SOCIETE GENERALE | 16.89K | Jun 30, 16 | +16.89K | 0.40% |
| UBS AG | 171.33K | Sep 30, 14 | +93.37K | 4.08% |
| Jane Street Holding, LLC | 91.30K | Dec 31, 13 | +21.41K | 2.17% |
| First Allied Securities, Inc. | 49 | Jun 30, 12 | -- | 0.00% |
| RBC Dominion Securities Inc. | 700 | Dec 31, 08 | -- | 0.02% |
| WEISS ANDREW M | -- | Sep 30, 07 | -232 | -- |