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 |
|---|---|---|---|---|
| Colony Group, LLC | 1.25M | Jun 30, 26 | -90.33K | 11.72% |
| Shaker Financial Services, LLC | 664.99K | Jun 30, 26 | +292.95K | 6.26% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 356.98K | Jun 30, 26 | +62.09K | 3.36% |
| CSS LLC/IL | 122.53K | Jun 30, 26 | +3.78K | 1.15% |
| SCOTIA CAPITAL INC. | 108.78K | Jun 30, 26 | -1.26K | 1.02% |
| Advisors Asset Management, Inc. | 106.33K | Jun 30, 26 | -919 | 1.00% |
| MORGAN STANLEY | 96.68K | Jun 30, 26 | +5.92K | 0.91% |
| GatePass Capital, LLC | 57.37K | Jun 30, 26 | -55.48K | 0.54% |
| FIRST MANHATTAN CO. LLC. | 44.28K | Jun 30, 26 | -- | 0.42% |
| OPPENHEIMER & CO INC | 36.49K | Jun 30, 26 | +15.12K | 0.34% |
| RAYMOND JAMES FINANCIAL INC | 34.05K | Jun 30, 26 | +2.01K | 0.32% |
| NBC SECURITIES, INC. | 26.66K | Jun 30, 26 | +10.01K | 0.25% |
| Permanent Capital Management, LP | 22.11K | Jun 30, 26 | +22.11K | 0.21% |
| COMMONWEALTH EQUITY SERVICES, LLC | 21.85K | Jun 30, 26 | +5.64K | 0.21% |
| Cetera Investment Advisers | 20.44K | Jun 30, 26 | +571 | 0.19% |
| GUGGENHEIM CAPITAL LLC | 20.42K | Jun 30, 26 | -359 | 0.19% |
| ADVISOR GROUP HOLDINGS, INC. | 19.19K | Jun 30, 26 | -105 | 0.18% |
| Sowell Financial Services LLC | 17.93K | Jun 30, 26 | -- | 0.17% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 17.35K | Jun 30, 26 | -64.72K | 0.16% |
| TrueMark Investments, LLC | 17.35K | Jun 30, 26 | +1.14K | 0.16% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 16.80K | Jun 30, 26 | +16.80K | 0.16% |
| Ancora Advisors, LLC | 16.25K | Jun 30, 26 | -6.64K | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15.44K | Jun 30, 26 | +3.61K | 0.15% |
| Live Oak Private Wealth LLC | 15.33K | Jun 30, 26 | -- | 0.14% |
| WOLVERINE ASSET MANAGEMENT LLC | 14.49K | Jun 30, 26 | -80.79K | 0.14% |
| PATRON PARTNERS, LLC | 14.27K | Jun 30, 26 | -- | 0.13% |
| NWF Advisory Services Inc. | 13.61K | Jun 30, 26 | -628 | 0.13% |
| HARBOUR INVESTMENTS, INC. | 13.00K | Jun 30, 26 | -3.81K | 0.12% |
| XTX Topco Ltd | 10.99K | Jun 30, 26 | +10.99K | 0.10% |
| Detalus Advisors, LLC | 10.82K | Jun 30, 26 | +380 | 0.10% |
| PMG Family Office LLC | 10.14K | Jun 30, 26 | +10.14K | 0.10% |
| ROYAL BANK OF CANADA | 5.25K | Jun 30, 26 | +3.00K | 0.05% |
| UBS Group AG | 5.16K | Jun 30, 26 | -- | 0.05% |
| Global Retirement Partners, LLC | 3.71K | Jun 30, 26 | +3.71K | 0.03% |
| SkyView Investment Advisors, LLC | 3.24K | Jun 30, 26 | +3.24K | 0.03% |
| NewEdge Advisors, LLC | 2.26K | Jun 30, 26 | -- | 0.02% |
| WINMILL & CO. INC | 2.09K | Jun 30, 26 | -- | 0.02% |
| Keating Financial Advisory Services, Inc. | 1.73K | Jun 30, 26 | -3.88K | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.19K | Jun 30, 26 | +1.19K | 0.01% |
| Rockefeller Capital Management L.P. | 918 | Jun 30, 26 | -- | 0.01% |
| WELLS FARGO & COMPANY/MN | 887 | Jun 30, 26 | -10.28K | 0.01% |
| EASTERN BANK | 750 | Jun 30, 26 | -- | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 206 | Jun 30, 26 | -- | 0.00% |
| FIRST HORIZON CORP | 103 | Jun 30, 26 | +103 | 0.00% |
| CVA Family Office, LLC | 39 | Jun 30, 26 | -- | 0.00% |
| Indiana Trust & Investment Management CO | 26 | Jun 30, 26 | -- | 0.00% |
| Aspect Partners, LLC | 10 | Jun 30, 26 | +10 | 0.00% |
| Independent Advisor Alliance | -- | Jun 30, 26 | -21.19K | -- |
| DANSKE BANK A/S | -- | Jun 30, 26 | -4 | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -740 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -5.37K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -910 | -- |
| WETHERBY ASSET MANAGEMENT INC | -- | Sep 30, 25 | -12.64K | -- |
| RAYMOND JAMES & ASSOCIATES | 28.93K | Sep 30, 24 | -1.23K | 0.27% |
| Relative Value Partners Group, LLC | -- | Jun 30, 24 | -1.60M | -- |
| SARISSA CONSULTING LLC | 59.53K | Sep 30, 22 | -- | 0.56% |
| Crescent Capital Consulting, LLC | 1.00K | Dec 31, 21 | -- | 0.01% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | -- | Sep 30, 21 | -16.80K | -- |
| USCA RIA LLC | 14.80K | Jun 30, 21 | +14.80K | 0.14% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 36.69K | Dec 31, 19 | +2.00K | 0.35% |
| Advisor Group, Inc. | 7.46K | Dec 31, 19 | -399 | 0.07% |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 56.59K | Dec 31, 18 | +10.28K | 0.53% |
| MSI Financial Services Inc | 1.49K | Dec 31, 16 | -5.04K | 0.01% |
| ANCORA FAMILY WEALTH ADVISORS, LLC | 19.98K | Sep 30, 16 | -5.08K | 0.19% |
| Relative Value Partners, LLC | 2.48M | Mar 31, 15 | +27.50K | 23.38% |
| UBS AG | 13.79K | Sep 30, 14 | -1.01K | 0.13% |
| KMS FINANCIAL SERVICES, INC | -- | Jun 30, 14 | -49.17K | -- |
