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 | 1.67M | Jun 30, 26 | +322.78K | 6.37% |
| LPL Financial LLC | 1.55M | Jun 30, 26 | +340.30K | 5.91% |
| RAYMOND JAMES FINANCIAL INC | 1.19M | Jun 30, 26 | +74.55K | 4.55% |
| WELLS FARGO & COMPANY/MN | 957.40K | Jun 30, 26 | +50.28K | 3.65% |
| JONES FINANCIAL COMPANIES LLLP | 955.94K | Jun 30, 26 | +138.45K | 3.65% |
| Evensky & Katz LLC | 753.58K | Jun 30, 26 | -40.70K | 2.87% |
| ENVESTNET ASSET MANAGEMENT INC | 563.78K | Jun 30, 26 | +2.62K | 2.15% |
| BANK OF AMERICA CORP /DE/ | 542.15K | Jun 30, 26 | -131.25K | 2.07% |
| Spectrum Wealth Advisory Group, LLC | 426.86K | Jun 30, 26 | +147.00K | 1.63% |
| Simplicity Wealth,LLC | 361.67K | Jun 30, 26 | +44.99K | 1.38% |
| AMERIPRISE FINANCIAL INC | 346.92K | Jun 30, 26 | +35.99K | 1.32% |
| Magnus Financial Group LLC | 335.28K | Jun 30, 26 | +5.63K | 1.28% |
| THRIVENT FINANCIAL FOR LUTHERANS | 250.31K | Jun 30, 26 | +8.29K | 0.95% |
| ROYAL BANK OF CANADA | 208.41K | Jun 30, 26 | +8.10K | 0.79% |
| COMMONWEALTH EQUITY SERVICES, LLC | 204.81K | Jun 30, 26 | +50.54K | 0.78% |
| MCF Advisors LLC | 174.25K | Jun 30, 26 | +174.25K | 0.66% |
| Cetera Investment Advisers | 127.35K | Jun 30, 26 | +48.82K | 0.49% |
| CoreCap Advisors, LLC | 122.64K | Jun 30, 26 | +4.76K | 0.47% |
| FFG RETIREMENT ADVISORS LLC | 119.27K | Jun 30, 26 | +49.16K | 0.45% |
| Merit Financial Group, LLC | 105.26K | Jun 30, 26 | -2.77K | 0.40% |
| Brinker Capital Investments, LLC | 99.41K | Jun 30, 26 | -1.73K | 0.38% |
| Cambridge Investment Research Advisors, Inc. | 86.14K | Jun 30, 26 | +2.10K | 0.33% |
| Cooper Financial Group | 79.53K | Jun 30, 26 | +5.83K | 0.30% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 79.52K | Jun 30, 26 | -2.25K | 0.30% |
| CITIGROUP INC | 78.59K | Jun 30, 26 | +78.59K | 0.30% |
| IAMS WEALTH MANAGEMENT, LLC | 65.41K | Jun 30, 26 | +7.02K | 0.25% |
| NATIXIS ADVISORS, L.P. | 52.16K | Jun 30, 26 | +12.87K | 0.20% |
| Sanctuary Advisors, LLC | 51.40K | Jun 30, 26 | +29.82K | 0.20% |
| D.A. DAVIDSON & CO. | 47.05K | Jun 30, 26 | +909 | 0.18% |
| Kestra Advisory Services, LLC | 46.68K | Jun 30, 26 | +2.90K | 0.18% |
| Integrated Wealth Concepts LLC | 39.20K | Jun 30, 26 | +8.40K | 0.15% |
| CITADEL ADVISORS LLC | 38.52K | Jun 30, 26 | -34.03K | 0.15% |
| Providence First Trust Co | 37.59K | Jun 30, 26 | +37.59K | 0.14% |
| Advisory Services Network, LLC | 37.20K | Jun 30, 26 | -256 | 0.14% |
| Beacon Pointe Advisors, LLC | 27.29K | Jun 30, 26 | +27.29K | 0.10% |
| Envestnet Portfolio Solutions, Inc. | 24.01K | Jun 30, 26 | +2.09K | 0.09% |
| Keystone Financial Group | 20.32K | Jun 30, 26 | -251 | 0.08% |
| MERCER GLOBAL ADVISORS INC /ADV | 20.24K | Jun 30, 26 | -1.73K | 0.08% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 19.96K | Jun 30, 26 | -34.02K | 0.08% |
| SigFig Wealth Management, LLC | 18.93K | Jun 30, 26 | -37 | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 18.93K | Jun 30, 26 | -38.77K | 0.07% |
| UBS Group AG | 18.70K | Jun 30, 26 | -34.00K | 0.07% |
| Advisory Solutions Group, LLC | 18.55K | Jun 30, 26 | +18.55K | 0.07% |
| Stratos Wealth Partners, LTD. | 17.23K | Jun 30, 26 | +476 | 0.07% |
| Capital Advisors, Ltd. LLC | 16.96K | Jun 30, 26 | -- | 0.06% |
| Cornerstone Wealth Management, LLC | 16.96K | Jun 30, 26 | -500 | 0.06% |
| Rockefeller Capital Management L.P. | 16.20K | Jun 30, 26 | +14.15K | 0.06% |
| Private Advisor Group, LLC | 15.70K | Jun 30, 26 | -2.51K | 0.06% |
| LexAurum Advisors, LLC | 15.40K | Jun 30, 26 | +15 | 0.06% |
| FLOW TRADERS U.S. LLC | 12.36K | Jun 30, 26 | -12.98K | 0.05% |
| DAYMARK WEALTH PARTNERS, LLC | 12.26K | Jun 30, 26 | -586 | 0.05% |
| Northwest Financial Advisors | 11.99K | Jun 30, 26 | -18.03K | 0.05% |
| PARSONS CAPITAL MANAGEMENT INC/RI | 10.52K | Jun 30, 26 | -- | 0.04% |
| JPMORGAN CHASE & CO | 10.33K | Jun 30, 26 | -1.91K | 0.04% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 10.26K | Jun 30, 26 | -145 | 0.04% |
| Pensionmark Financial Group, LLC | 9.87K | Jun 30, 26 | -- | 0.04% |
| Arkadios Wealth Advisors | 9.00K | Jun 30, 26 | +9.00K | 0.03% |
| NewEdge Advisors, LLC | 8.94K | Jun 30, 26 | +15 | 0.03% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 8.44K | Jun 30, 26 | +2.78K | 0.03% |
| CLG LLC | 8.14K | Jun 30, 26 | +2.45K | 0.03% |
| Balboa Wealth Partners | 7.06K | Jun 30, 26 | -- | 0.03% |
| FIFTH THIRD BANCORP | 6.95K | Jun 30, 26 | +44 | 0.03% |
| FMR LLC | 6.02K | Jun 30, 26 | -175 | 0.02% |
| MONECO Advisors, LLC | 5.77K | Jun 30, 26 | -- | 0.02% |
| Sun Financial Inc | 5.67K | Jun 30, 26 | +16 | 0.02% |
| Capstone Triton Financial Group, LLC | 5.44K | Jun 30, 26 | -5.44K | 0.02% |
| HighTower Advisors, LLC | 5.28K | Jun 30, 26 | +77 | 0.02% |
| J.W. COLE ADVISORS, INC. | 5.01K | Jun 30, 26 | +5.01K | 0.02% |
| IHT Wealth Management, LLC | 4.96K | Jun 30, 26 | -460 | 0.02% |
| MML INVESTORS SERVICES, LLC | 4.72K | Jun 30, 26 | +4.72K | 0.02% |
| Strategic Blueprint, LLC | 4.60K | Jun 30, 26 | +4.60K | 0.02% |
| ZACKS INVESTMENT MANAGEMENT | 4.60K | Jun 30, 26 | +4.60K | 0.02% |
| Rialto Wealth Management, LLC | 2.55K | Jun 30, 26 | -- | 0.01% |
| Brooklyn FI, LLC | 2.51K | Jun 30, 26 | +2.51K | 0.01% |
| BANK OF MONTREAL /CAN/ | 1.67K | Jun 30, 26 | +1.67K | 0.01% |
| US BANCORP \DE\ | 1.50K | Jun 30, 26 | -212 | 0.01% |
| HARBOUR INVESTMENTS, INC. | 1.38K | Jun 30, 26 | -- | 0.01% |
| Allworth Financial LP | 1.22K | Jun 30, 26 | +237 | 0.00% |
| ASSETMARK, INC | 1.16K | Jun 30, 26 | -- | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 1.09K | Jun 30, 26 | -1.01K | 0.00% |
| IFP Advisors, Inc | 670 | Jun 30, 26 | +11 | 0.00% |
| IFG Advisory, LLC | 607 | Jun 30, 26 | +607 | 0.00% |
| Tidemark, LLC | 536 | Jun 30, 26 | -- | 0.00% |
| Birchwood Financial Partners, Inc. | 530 | Jun 30, 26 | -- | 0.00% |
| CHILTON CAPITAL MANAGEMENT LLC | 510 | Jun 30, 26 | -- | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 332 | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 232 | Jun 30, 26 | -70 | 0.00% |
| Anchor Investment Management, LLC | 206 | Jun 30, 26 | +206 | 0.00% |
| GABLES CAPITAL MANAGEMENT INC. | 156 | Jun 30, 26 | +156 | 0.00% |
| Mosley Wealth Management | 124 | Jun 30, 26 | +124 | 0.00% |
| VANGUARD ADVISERS INC | 70 | Jun 30, 26 | -- | 0.00% |
| Aptus Capital Advisors, LLC | 62 | Jun 30, 26 | +62 | 0.00% |
| Global Retirement Partners, LLC | 30 | Jun 30, 26 | +30 | 0.00% |
| Strategic Wealth Partners, Ltd. | 23 | Jun 30, 26 | -- | 0.00% |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -106 | -- |
| Westside Investment Management, Inc. | -- | Jun 30, 26 | -142 | -- |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | -- | Jun 30, 26 | -7.39M | -- |
| MAI Capital Management | -- | Jun 30, 26 | -160 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -3.70K | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -198.11K | -- |
| CWM, LLC | 10.96K | Mar 31, 26 | -- | 0.04% |
| ORG Partners LLC | 7.22K | Dec 31, 25 | -1.66K | 0.03% |
| COMERICA BANK | 3.14K | Dec 31, 25 | +411 | 0.01% |
| Moloney Securities Asset Management, LLC | 11.70K | Sep 30, 25 | -- | 0.04% |
| AVANTAX ADVISORY SERVICES, INC. | 36.86K | Jun 30, 25 | +18.92K | 0.14% |
| Orion Portfolio Solutions, LLC | 154.27K | Mar 31, 25 | -9.29K | 0.59% |
| Raymond James Financial Services Advisors, Inc. | 725.92K | Sep 30, 24 | +196.32K | 2.77% |
| RAYMOND JAMES & ASSOCIATES | 66.56K | Sep 30, 24 | +5.95K | 0.25% |
| TNF LLC | 15.02K | Sep 30, 24 | +1.31K | 0.06% |
| RAYMOND JAMES TRUST N.A. | 7.40K | Sep 30, 24 | +7.40K | 0.03% |
| Hoover Financial Advisors, Inc. | 635 | Jun 30, 21 | -219 | 0.00% |
| Advisor Group, Inc. | 16.63K | Dec 31, 19 | +11.32K | 0.06% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1.70K | Dec 31, 19 | -- | 0.01% |