Stammdaten
Unternehmen & Branche
| Name | COMMONWEALTH EQUITY SERVICES, LLC |
|---|---|
| Ticker | |
| CIK | 0000312272 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Externe Quellen: SEC EDGAR » · FMP-Profil » · Yahoo Finance »
Fondsaktivität (Vorquartalsvergleich)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| BROWN ADVISORY INC | 18,728,774 | 0 | 18,728,774 | 484,513,397 | Neu | +100,0% | |
| PRUDENTIAL FINANCIAL INC | 4,016,479 | 0 | 4,016,479 | 122,051,666 | Neu | +100,0% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 4,813,920 | 0 | 4,813,920 | 120,986,353 | Neu | +100,0% | |
| KINTRA WEALTH, LLC | 1,788,683 | 0 | 1,788,683 | 109,267,608 | Neu | +100,0% | |
| HOLLENCREST CAPITAL MANAGEMENT | 2,471,662 | 2,388,267 | 83,395 | 54,179,734 | Aufgestockt | +3,5% | |
| JANE STREET GROUP, LLC | 1,725,755 | 0 | 1,725,755 | 49,858,956 | Neu | +100,0% | |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 2,151,188 | 0 | 2,151,188 | 40,873,002 | Neu | +100,0% | |
| Allworth Financial LP | 1,858,908 | 0 | 1,858,908 | 40,181,626 | Neu | +100,0% | |
| JANUS HENDERSON GROUP PLC | 1,051,449 | 0 | 1,051,449 | 29,283,192 | Neu | +100,0% | |
| JIM SAULNIER & ASSOCIATES, LLC | 964,328 | 890,624 | 73,704 | 28,131,655 | Aufgestockt | +8,3% | |
| Calamos Advisors LLC | 905,202 | 0 | 905,202 | 23,280,509 | Neu | +100,0% | |
| TRUIST FINANCIAL CORP | 843,873 | 0 | 843,873 | 23,097,045 | Neu | +100,0% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 897,864 | 0 | 897,864 | 21,944,568 | Neu | +100,0% | |
| Cetera Investment Advisers | 992,725 | 0 | 992,725 | 21,931,297 | Neu | +100,0% | |
| SMI Advisory Services, LLC | 858,338 | 808,213 | 50,125 | 21,835,779 | Aufgestockt | +6,2% | |
| AMERICAN CENTURY COMPANIES INC | 366,900 | 0 | 366,900 | 18,348,669 | Neu | +100,0% | |
| Rise Advisors, LLC | 936,647 | 827,524 | 109,123 | 18,217,787 | Aufgestockt | +13,2% | |
| Riverview Trust Co | 351,465 | 0 | 351,465 | 17,655,844 | Neu | +100,0% | |
| Krilogy Financial LLC | 596,000 | 540,434 | 55,566 | 17,170,749 | Aufgestockt | +10,3% | |
| Weaver Capital Management LLC | 842,795 | 1,325,161 | -482,366 | 17,167,889 | Reduziert | -36,4% | |
| Swan Global Investments, LLC | 405,130 | 422,641 | -17,511 | 13,142,417 | Reduziert | -4,1% | |
| Crown Wealth Group, LLC | 474,637 | 469,915 | 4,722 | 12,879,560 | Aufgestockt | +1,0% | |
| Calamos Wealth Management LLC | 470,238 | 0 | 470,238 | 12,856,657 | Neu | +100,0% | |
| Spire Wealth Management | 413,902 | 330,302 | 83,600 | 12,318,016 | Aufgestockt | +25,3% | |
| HARBOUR INVESTMENTS, INC. | 521,347 | 0 | 521,347 | 12,301,385 | Neu | +100,0% | |
| Valley Financial Group, Inc. | 451,925 | 0 | 451,925 | 11,975,754 | Neu | +100,0% | |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 466,193 | 466,193 | 0 | 11,818,505 | Unverändert | 0,0% | |
| WMG Financial Advisors, LLC | 392,213 | 123,735 | 268,478 | 11,323,190 | Aufgestockt | +217,0% | |
| SageView Advisory Group, LLC | 510,399 | 0 | 510,399 | 11,199,643 | Neu | +100,0% | |
| Valtinson Bruner Financial Planning LLC | 495,178 | 0 | 495,178 | 10,703,322 | Neu | +100,0% | |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 490,666 | 464,203 | 26,463 | 9,772,397 | Aufgestockt | +5,7% | |
| Blue Water Asset Management | 288,661 | 268,518 | 20,143 | 8,391,784 | Aufgestockt | +7,5% | |
| LPL Financial LLC | 210,105 | 0 | 210,105 | 7,853,604 | Neu | +100,0% | |
| Kestra Advisory Services, LLC | 266,273 | 0 | 266,273 | 7,562,849 | Neu | +100,0% | |
| Private Advisor Group, LLC | 270,578 | 0 | 270,578 | 7,481,473 | Neu | +100,0% | |
| KINGSWOOD WEALTH ADVISORS, LLC | 226,995 | 14,012 | 212,983 | 7,417,916 | Aufgestockt | +1520,0% | |
| CITADEL ADVISORS LLC | 286,161 | 0 | 286,161 | 7,392,298 | Neu | +100,0% | |
| CoreCap Advisors, LLC | 196,258 | 0 | 196,258 | 7,367,738 | Neu | +100,0% | |
| TrueMark Investments, LLC | 230,617 | 301,658 | -71,041 | 7,338,002 | Reduziert | -23,6% | |
| OLD MISSION CAPITAL LLC | 290,588 | 0 | 290,588 | 7,122,408 | Neu | +100,0% | |
| Quantinno Capital Management LP | 273,988 | 0 | 273,988 | 7,088,070 | Neu | +100,0% | |
| San Luis Wealth Advisors LLC | 137,456 | 143,117 | -5,661 | 6,848,192 | Reduziert | -4,0% | |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 203,600 | 143,339 | 60,261 | 6,590,536 | Aufgestockt | +42,0% | |
| OSAIC HOLDINGS, INC. | 218,733 | 0 | 218,733 | 6,516,320 | Neu | +100,0% | |
| Farther Finance Advisors, LLC | 243,117 | 206,774 | 36,343 | 6,358,595 | Aufgestockt | +17,6% | |
| IFP Advisors, Inc | 291,281 | 130,178 | 161,103 | 6,354,080 | Aufgestockt | +123,8% | |
| LexAurum Advisors, LLC | 307,144 | 0 | 307,144 | 6,013,880 | Neu | +100,0% | |
| B. Riley Wealth Advisors, Inc. | 273,900 | 0 | 273,900 | 5,929,381 | Neu | +100,0% | |
| Delta Investment Management, LLC | 264,647 | 0 | 264,647 | 5,832,836 | Neu | +100,0% | |
| AMERICAN ASSET MANAGEMENT INC. | 188,837 | 123,557 | 65,280 | 5,628,585 | Aufgestockt | +52,8% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter
Stand: 31.03.2026
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| HOLLENCREST CAPITAL MANAGEMENT | 2,471,662 | 54,179,734 | 10.25 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 2,151,188 | 40,873,002 | 7.73 |
| JIM SAULNIER & ASSOCIATES, LLC | 964,328 | 28,131,655 | 5.32 |
| TRUIST FINANCIAL CORP | 843,873 | 23,097,045 | 4.37 |
| SMI Advisory Services, LLC | 858,338 | 21,835,779 | 4.13 |
| Rise Advisors, LLC | 936,647 | 18,217,787 | 3.45 |
| Krilogy Financial LLC | 596,000 | 17,170,749 | 3.25 |
| Weaver Capital Management LLC | 842,795 | 17,167,889 | 3.25 |
| Swan Global Investments, LLC | 405,130 | 13,142,417 | 2.49 |
| Crown Wealth Group, LLC | 474,637 | 12,879,560 | 2.44 |
| Spire Wealth Management | 413,902 | 12,318,016 | 2.33 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 466,193 | 11,818,505 | 2.24 |
| WMG Financial Advisors, LLC | 392,213 | 11,323,190 | 2.14 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 490,666 | 9,772,397 | 1.85 |
| Blue Water Asset Management | 288,661 | 8,391,784 | 1.59 |
| KINGSWOOD WEALTH ADVISORS, LLC | 226,995 | 7,417,916 | 1.40 |
| CoreCap Advisors, LLC | 196,258 | 7,367,738 | 1.39 |
| TrueMark Investments, LLC | 230,617 | 7,338,002 | 1.39 |
| San Luis Wealth Advisors LLC | 137,456 | 6,848,192 | 1.30 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 203,600 | 6,590,536 | 1.25 |