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 |
|---|---|---|---|---|
| LPL Financial LLC | 1.11M | Jun 30, 26 | +117.72K | 9.30% |
| Betterment LLC | 774.72K | Jun 30, 26 | +11.57K | 6.48% |
| BANK OF AMERICA CORP /DE/ | 565.88K | Jun 30, 26 | +11.01K | 4.74% |
| AMERICAN NATIONAL BANK | 548.88K | Jun 30, 26 | +31.46K | 4.59% |
| FIRST FOUNDATION ADVISORS | 512.49K | Jun 30, 26 | -3.24K | 4.29% |
| ENVESTNET ASSET MANAGEMENT INC | 375.84K | Jun 30, 26 | -18.06K | 3.15% |
| FIRST AMERICAN TRUST, FSB | 355.87K | Jun 30, 26 | +11.84K | 2.98% |
| MORGAN STANLEY | 244.94K | Jun 30, 26 | +18.21K | 2.05% |
| Richard P Slaughter Associates Inc | 242.77K | Jun 30, 26 | -3.52K | 2.03% |
| Paul R. Ried Financial Group, LLC | 191.66K | Jun 30, 26 | +5.36K | 1.60% |
| VERUS CAPITAL PARTNERS, LLC | 181.98K | Jun 30, 26 | +5.89K | 1.52% |
| Financial Architects, LLC | 177.58K | Jun 30, 26 | +960 | 1.49% |
| IFP Advisors, Inc | 174.21K | Jun 30, 26 | +4.04K | 1.46% |
| High Probability Advisors, LLC | 169.23K | Jun 30, 26 | +8.93K | 1.42% |
| Duncan Williams Asset Management, LLC | 157.61K | Jun 30, 26 | +5.72K | 1.32% |
| Heck Capital Advisors, LLC | 153.05K | Jun 30, 26 | -3.09K | 1.28% |
| Evergreen Wealth Solutions, LLC | 148.30K | Jun 30, 26 | -2.09K | 1.24% |
| Brinker Capital Investments, LLC | 130.95K | Jun 30, 26 | -14.47K | 1.10% |
| 1900 WEALTH MANAGEMENT LLC | 129.98K | Jun 30, 26 | -5.69K | 1.09% |
| Cetera Investment Advisers | 125.97K | Jun 30, 26 | -14.04K | 1.05% |
| Great Lakes Retirement, Inc. | 119.71K | Jun 30, 26 | +660 | 1.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 118.79K | Jun 30, 26 | -1.51K | 0.99% |
| PRINCIPAL SECURITIES, INC. | 112.72K | Jun 30, 26 | +6.51K | 0.94% |
| ADVISOR GROUP HOLDINGS, INC. | 111.60K | Jun 30, 26 | +12.97K | 0.93% |
| Strategic Financial Services, Inc, | 95.27K | Jun 30, 26 | -3.95K | 0.80% |
| ROYAL BANK OF CANADA | 93.42K | Jun 30, 26 | +1.66K | 0.78% |
| STEPHENS INC /AR/ | 91.95K | Jun 30, 26 | +4.07K | 0.77% |
| WELLS FARGO & COMPANY/MN | 86.66K | Jun 30, 26 | +32.65K | 0.73% |
| Rockefeller Capital Management L.P. | 82.18K | Jun 30, 26 | +2.90K | 0.69% |
| Mount Yale Investment Advisors, LLC | 81.61K | Jun 30, 26 | +1.71K | 0.68% |
| Vestmark Advisory Solutions, Inc. | 80.16K | Jun 30, 26 | +2.38K | 0.67% |
| Bell Investment Advisors, Inc | 78.78K | Jun 30, 26 | -6.66K | 0.66% |
| Curated Wealth Partners LLC | 77.75K | Jun 30, 26 | +77.75K | 0.65% |
| Ducere Wealth Management LLC | 76.17K | Jun 30, 26 | +76.17K | 0.64% |
| Envestnet Portfolio Solutions, Inc. | 74.22K | Jun 30, 26 | +4.30K | 0.62% |
| RAYMOND JAMES FINANCIAL INC | 72.91K | Jun 30, 26 | -93.12K | 0.61% |
| Linscomb & Williams, Inc. | 69.16K | Jun 30, 26 | -556 | 0.58% |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | 65.32K | Jun 30, 26 | -1.26K | 0.55% |
| Spence Asset Management | 64.23K | Jun 30, 26 | +1.38K | 0.54% |
| Northwest Wealth Advisors, LLC | 55.54K | Jun 30, 26 | +6.06K | 0.46% |
| CoreCap Advisors, LLC | 46.20K | Jun 30, 26 | +2.55K | 0.39% |
| CENTRAL TRUST Co | 41.98K | Jun 30, 26 | +3.49K | 0.35% |
| Sowell Financial Services LLC | 28.25K | Jun 30, 26 | +12.97K | 0.24% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28.07K | Jun 30, 26 | +18.62K | 0.23% |
| Keebeck Wealth Management, LLC | 26.66K | Jun 30, 26 | -103 | 0.22% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 20.28K | Jun 30, 26 | -2.29K | 0.17% |
| GOLDMAN SACHS GROUP INC | 19.21K | Jun 30, 26 | +1.33K | 0.16% |
| Syntegra Private Wealth Group, LLC | 17.98K | Jun 30, 26 | +469 | 0.15% |
| NewEdge Advisors, LLC | 17.90K | Jun 30, 26 | +535 | 0.15% |
| Vise Technologies, Inc. | 17.13K | Jun 30, 26 | +228 | 0.14% |
| Gladstone Institutional Advisory LLC | 16.42K | Jun 30, 26 | +154 | 0.14% |
| Dynamic Advisor Solutions LLC | 15.78K | Jun 30, 26 | -145 | 0.13% |
| HB Wealth Management, LLC | 14.39K | Jun 30, 26 | -350 | 0.12% |
| Capital Advisors Wealth Management, LLC | 13.59K | Jun 30, 26 | +1.81K | 0.11% |
| Hixon Zuercher, LLC | 13.27K | Jun 30, 26 | +424 | 0.11% |
| Concurrent Investment Advisors, LLC | 12.75K | Jun 30, 26 | +1.09K | 0.11% |
| ORG Wealth Partners, LLC | 12.61K | Jun 30, 26 | -- | 0.11% |
| SRS Capital Advisors, Inc. | 12.04K | Jun 30, 26 | +9.01K | 0.10% |
| Private Advisor Group, LLC | 11.61K | Jun 30, 26 | -11.30K | 0.10% |
| Glenview Trust Co | 11.14K | Jun 30, 26 | -- | 0.09% |
| Wealthfront Advisers LLC | 10.85K | Jun 30, 26 | +90 | 0.09% |
| Sunpointe, LLC | 9.97K | Jun 30, 26 | -928 | 0.08% |
| LifePlan Investment Advisors, Inc. | 9.50K | Jun 30, 26 | -50 | 0.08% |
| CreativeOne Wealth, LLC | 9.09K | Jun 30, 26 | -800 | 0.08% |
| FIFTH THIRD SECURITIES, INC. | 9.05K | Jun 30, 26 | +231 | 0.08% |
| Integrated Wealth Concepts LLC | 8.35K | Jun 30, 26 | +364 | 0.07% |
| Sovran Advisors, LLC | 8.24K | Jun 30, 26 | +303 | 0.07% |
| Bank of New York Mellon Corp | 7.92K | Jun 30, 26 | -243 | 0.07% |
| CI Private Wealth, LLC | 7.90K | Jun 30, 26 | +820 | 0.07% |
| Founders Financial Alliance, LLC | 7.00K | Jun 30, 26 | +6.88K | 0.06% |
| Nuveen, LLC | 6.30K | Jun 30, 26 | +6.30K | 0.05% |
| Kestra Advisory Services, LLC | 5.86K | Jun 30, 26 | +103 | 0.05% |
| AIRE ADVISORS, LLC | 5.00K | Jun 30, 26 | -246 | 0.04% |
| Blue Water Asset Management | 4.35K | Jun 30, 26 | -38 | 0.04% |
| JANE STREET GROUP, LLC | 4.22K | Jun 30, 26 | +1.06K | 0.04% |
| Sanctuary Advisors, LLC | 4.16K | Jun 30, 26 | +1.43K | 0.03% |
| Mutual Advisors, LLC | 3.81K | Jun 30, 26 | -24 | 0.03% |
| Maia Wealth LLC | 3.65K | Jun 30, 26 | -702 | 0.03% |
| NORTHERN TRUST CORP | 3.47K | Jun 30, 26 | -- | 0.03% |
| Apella Capital, LLC | 3.45K | Jun 30, 26 | -65 | 0.03% |
| MORRIS FINANCIAL CONCEPTS, INC. | 3.43K | Jun 30, 26 | -235 | 0.03% |
| Janney Montgomery Scott LLC | 3.40K | Jun 30, 26 | -- | 0.03% |
| TWO SIGMA INVESTMENTS, LP | 3.39K | Jun 30, 26 | +3.39K | 0.03% |
| Beacon Financial Advisory LLC | 3.38K | Jun 30, 26 | +284 | 0.03% |
| Cerity Partners LLC | 3.28K | Jun 30, 26 | +3.28K | 0.03% |
| FMR LLC | 3.26K | Jun 30, 26 | +901 | 0.03% |
| True Link Financial Advisors, LLC | 3.26K | Jun 30, 26 | -609 | 0.03% |
| NBC SECURITIES, INC. | 3.19K | Jun 30, 26 | -257 | 0.03% |
| Miracle Mile Advisors, LLC | 3.19K | Jun 30, 26 | -- | 0.03% |
| Mengis Capital Management, Inc. | 3.19K | Jun 30, 26 | -- | 0.03% |
| Worth Financial Advisory Group, LLC | 2.79K | Jun 30, 26 | +2.79K | 0.02% |
| PRIVATE TRUST CO NA | 2.59K | Jun 30, 26 | -56 | 0.02% |
| Cambridge Investment Research Advisors, Inc. | 2.43K | Jun 30, 26 | +2.43K | 0.02% |
| MML INVESTORS SERVICES, LLC | 2.35K | Jun 30, 26 | -31.65K | 0.02% |
| Pensionmark Financial Group, LLC | 2.32K | Jun 30, 26 | +2.32K | 0.02% |
| Global Retirement Partners, LLC | 2.27K | Jun 30, 26 | +2.27K | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.94K | Jun 30, 26 | +143 | 0.02% |
| Transamerica Financial Advisors, Inc. | 1.92K | Jun 30, 26 | +658 | 0.02% |
| JPMORGAN CHASE & CO | 1.39K | Jun 30, 26 | +506 | 0.01% |
| VANGUARD ADVISERS INC | 1.08K | Jun 30, 26 | -- | 0.01% |
| Aptus Capital Advisors, LLC | 1.04K | Jun 30, 26 | -- | 0.01% |
| Ashton Thomas Private Wealth, LLC | 1.02K | Jun 30, 26 | +1.02K | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 926 | Jun 30, 26 | +769 | 0.01% |
| MONTAG A & ASSOCIATES INC | 830 | Jun 30, 26 | -- | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 797 | Jun 30, 26 | +797 | 0.01% |
| HARBOUR INVESTMENTS, INC. | 698 | Jun 30, 26 | -37 | 0.01% |
| Cornerstone Planning Group LLC | 636 | Jun 30, 26 | -- | 0.01% |
| Wealth Enhancement Trust Services, Inc. | 559 | Jun 30, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 535 | Jun 30, 26 | -- | 0.00% |
| UMB Bank, n.a. | 498 | Jun 30, 26 | +382 | 0.00% |
| UBS Group AG | 428 | Jun 30, 26 | -1.84K | 0.00% |
| EverSource Wealth Advisors, LLC | 329 | Jun 30, 26 | +1 | 0.00% |
| SOA Wealth Advisors, LLC. | 308 | Jun 30, 26 | -7 | 0.00% |
| Allworth Financial LP | 304 | Jun 30, 26 | -- | 0.00% |
| PlanVest Financial, Inc | 283 | Jun 30, 26 | -- | 0.00% |
| GeoWealth Management, LLC | 276 | Jun 30, 26 | -- | 0.00% |
| IFG Advisory, LLC | 220 | Jun 30, 26 | +220 | 0.00% |
| BLAIR WILLIAM & CO/IL | 218 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 202 | Jun 30, 26 | -- | 0.00% |
| FIFTH THIRD BANCORP | 195 | Jun 30, 26 | -187 | 0.00% |
| AE Wealth Management LLC | 172 | Jun 30, 26 | +54 | 0.00% |
| CNB Bank | 170 | Jun 30, 26 | -- | 0.00% |
| Regatta Research & Money Management | 160 | Jun 30, 26 | +160 | 0.00% |
| AlphaCore Capital LLC | 155 | Jun 30, 26 | +1 | 0.00% |
| US BANCORP \DE\ | 148 | Jun 30, 26 | +99 | 0.00% |
| EFG International AG | 140 | Jun 30, 26 | -4 | 0.00% |
| Johnson Financial Group, Inc. | 139 | Jun 30, 26 | +139 | 0.00% |
| FRANKLIN RESOURCES INC | 135 | Jun 30, 26 | +135 | 0.00% |
| Aventura Private Wealth, LLC | 102 | Jun 30, 26 | -- | 0.00% |
| Highland Investment Advisors LLC | 95 | Jun 30, 26 | +95 | 0.00% |
| MASECO LLP | 78 | Jun 30, 26 | -- | 0.00% |
| Silver Grove Financial Group, Inc. | 65 | Jun 30, 26 | +53 | 0.00% |
| HOLLENCREST CAPITAL MANAGEMENT | 58 | Jun 30, 26 | -- | 0.00% |
| HUNTINGTON NATIONAL BANK | 51 | Jun 30, 26 | -- | 0.00% |
| BANK OF MONTREAL /CAN/ | 50 | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 44 | Jun 30, 26 | +44 | 0.00% |
| HANTZ FINANCIAL SERVICES, INC. | 40 | Jun 30, 26 | +40 | 0.00% |
| Russell Investments Group, Ltd. | 34 | Jun 30, 26 | -6 | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 33 | Jun 30, 26 | -- | 0.00% |
| LOUISBOURG INVESTMENTS INC. | 30 | Jun 30, 26 | -- | 0.00% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 27 | Jun 30, 26 | -- | 0.00% |
| BROWN, LISLE/CUMMINGS, INC. | 27 | Jun 30, 26 | -- | 0.00% |
| Medallion Wealth Advisors, LLC | 17 | Jun 30, 26 | -- | 0.00% |
| BlackRock, Inc. | 14 | Jun 30, 26 | -- | 0.00% |
| Oakworth Capital, Inc. | 12 | Jun 30, 26 | +12 | 0.00% |
| Signature Resources Capital Management, LLC | 9 | Jun 30, 26 | +9 | 0.00% |
| GABLES CAPITAL MANAGEMENT INC. | 6 | Jun 30, 26 | -- | 0.00% |
| CITIGROUP INC | 3 | Jun 30, 26 | +3 | 0.00% |
| Wagner Wealth Management, LLC | 2 | Jun 30, 26 | -- | 0.00% |
| HFM Investment Advisors, LLC | 1 | Jun 30, 26 | +1 | 0.00% |
| Vision Retirement, LLC | -- | Jun 30, 26 | -38 | -- |
| Visionary Wealth Advisors | -- | Jun 30, 26 | -36.62K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -18.38K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -1.81K | -- |
| JONES FINANCIAL COMPANIES LLLP | -- | Jun 30, 26 | -22 | -- |
| LeClair Wealth Partners LLC | -- | Jun 30, 26 | -4.39K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -634 | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -10 | -- |
| CWM, LLC | 9.09K | Mar 31, 26 | +842 | 0.08% |
| Skopos Labs, Inc. | 6.30K | Mar 31, 26 | +6.30K | 0.05% |
| U.S. Capital Wealth Advisors, LLC | 3.13K | Mar 31, 26 | -- | 0.03% |
| Edge Financial Advisors LLC | 3.31K | Dec 31, 25 | -131 | 0.03% |
| Janney Capital Management LLC | 2.84K | Dec 31, 25 | -- | 0.02% |
| McCarthy & Cox | 2.83K | Dec 31, 25 | -142.94K | 0.02% |
| COMERICA BANK | 190 | Dec 31, 25 | +190 | 0.00% |
| GRIES FINANCIAL LLC | 3.03K | Sep 30, 25 | -- | 0.03% |
| Binnacle Investments Inc | 86 | Sep 30, 25 | +86 | 0.00% |
| Atria Wealth Solutions, Inc. | 4.30K | Jun 30, 25 | -5.34K | 0.04% |
| Tyler-Stone Wealth Management | 3.60K | Jun 30, 25 | -1.10K | 0.03% |
| Orion Portfolio Solutions, LLC | 177.53K | Mar 31, 25 | +3.04K | 1.49% |
| Aveo Capital Partners, LLC | 7.23K | Mar 31, 25 | +7.23K | 0.06% |
| WMS Partners, LLC | 21.11K | Dec 31, 24 | -778 | 0.18% |
| Fernwood Investment Management, LLC | -- | Dec 31, 24 | -5.23K | -- |
| Raymond James Financial Services Advisors, Inc. | 190.34K | Sep 30, 24 | +7.77K | 1.59% |
| RAYMOND JAMES & ASSOCIATES | 68.87K | Sep 30, 24 | -2.80K | 0.58% |
| ICA Group Wealth Management, LLC | 63 | Jun 30, 24 | -2.41K | 0.00% |
| Cetera Advisors LLC | 71.90K | Mar 31, 24 | -2.25K | 0.60% |
| Cetera Advisor Networks LLC | 22.59K | Mar 31, 24 | -42.01K | 0.19% |
| FOCUS FINANCIAL NETWORK INC /ADV | 89.94K | Dec 31, 23 | +89.94K | 0.75% |
| First Capital Advisors Group, LLC. | 37.38K | Jun 30, 23 | -1.12K | 0.31% |
| TimeScale Financial, Inc. | 193 | Jun 30, 23 | +193 | 0.00% |
| TRUSTCORE FINANCIAL SERVICES, LLC | -- | Dec 31, 22 | -5 | -- |
| ROOSEVELT INVESTMENT GROUP LLC | 354.98K | Sep 30, 22 | +8.60K | 2.97% |
| MILESTONE WEALTH, LLC | 75.22K | Sep 30, 22 | -1.51K | 0.63% |
| Pinnacle Private Wealth, LLC | 5.39K | Jun 30, 22 | -3.04K | 0.05% |
| NEXT Financial Group, Inc | 879 | Dec 31, 21 | +614 | 0.01% |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 60 | Jun 30, 21 | +60 | 0.00% |
| ETRADE Capital Management LLC | 37.12K | Sep 30, 20 | +14.46K | 0.31% |
| BB&T SECURITIES, LLC | 17.84K | Sep 30, 19 | +9.54K | 0.15% |