Stammdaten
Unternehmen & Branche
| Name | FORBES J M & CO LLP |
|---|---|
| Ticker | |
| CIK | 0001067532 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Externe Quelle: SEC EDGAR »
Insider-Transaktionen (12 Monate) ⓘ
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| BROWN BROTHERS HARRIMAN & CO | 27.973.649 | 26.411.420 | 1.562.229 | 420.164.208 | Aufgestockt | +5,9% | |
| MORGAN STANLEY | 3.762.269 | 3.380.670 | 381.599 | 347.182.268 | Aufgestockt | +11,3% | |
| CWM, LLC | 3.741.411 | 4.149.576 | -408.165 | 345.257.427 | Reduziert | -9,8% | |
| LPL Financial LLC | 3.420.959 | 2.895.952 | 525.007 | 315.686.070 | Aufgestockt | +18,1% | |
| ENVESTNET ASSET MANAGEMENT INC | 2.614.444 | 2.100.558 | 513.886 | 241.260.851 | Aufgestockt | +24,5% | |
| WELLS FARGO & COMPANY/MN | 2.233.642 | 1.983.801 | 249.841 | 206.120.508 | Aufgestockt | +12,6% | |
| AE Wealth Management LLC | 1.892.589 | 1.482.067 | 410.522 | 174.648.439 | Aufgestockt | +27,7% | |
| RAYMOND JAMES FINANCIAL INC | 1.793.866 | 1.017.170 | 776.696 | 165.537.953 | Aufgestockt | +76,4% | |
| OneDigital Investment Advisors LLC | 1.750.925 | 1.552.324 | 198.601 | 161.575.316 | Aufgestockt | +12,8% | |
| OSAIC HOLDINGS, INC. | 1.698.605 | 1.652.475 | 46.130 | 156.523.463 | Aufgestockt | +2,8% | |
| BANK OF AMERICA CORP /DE/ | 1.638.366 | 1.453.893 | 184.473 | 150.199.568 | Aufgestockt | +12,7% | |
| TECTONIC ADVISORS LLC | 1.623.692 | 1.586.589 | 37.103 | 149.834.273 | Aufgestockt | +2,3% | |
| NewEdge Advisors, LLC | 1.336.231 | 1.055.291 | 280.940 | 123.307.429 | Aufgestockt | +26,6% | |
| Koss-Olinger Consulting, LLC | 1.266.570 | 1.315.663 | -49.093 | 116.879.115 | Reduziert | -3,7% | |
| Cetera Investment Advisers | 1.113.996 | 944.019 | 169.977 | 102.799.583 | Aufgestockt | +18,0% | |
| Waverly Advisors, LLC | 1.318.407 | 942.599 | 375.808 | 98.783.507 | Aufgestockt | +39,9% | |
| Sand Hill Global Advisors, LLC | 1.065.087 | 624.484 | 440.603 | 98.286.227 | Aufgestockt | +70,6% | |
| Heirloom Wealth Management | 1.019.618 | 491.798 | 527.820 | 94.090.392 | Aufgestockt | +107,3% | |
| GREAT VALLEY ADVISOR GROUP, INC. | 956.087 | 1.115.814 | -159.727 | 88.227.641 | Reduziert | -14,3% | |
| UBS Group AG | 912.286 | 889.205 | 23.081 | 84.140.709 | Aufgestockt | +2,6% | |
| CreativeOne Wealth, LLC | 835.724 | 772.020 | 63.704 | 77.120.590 | Aufgestockt | +8,3% | |
| JPMORGAN CHASE & CO | 765.938 | 0 | 765.938 | 71.293.540 | Neu | +100,0% | |
| Vickerman Investment Advisors, Inc. | 738.218 | 777.120 | -38.902 | 68.122.774 | Reduziert | -5,0% | |
| ROYAL BANK OF CANADA | 678.448 | 670.979 | 7.469 | 59.780.000 | Aufgestockt | +1,1% | |
| Gotham Asset Management, LLC | 643.160 | 228.960 | 414.200 | 59.350.805 | Aufgestockt | +180,9% | |
| Buck Wealth Strategies, LLC | 628.413 | 581.455 | 46.958 | 57.989.997 | Aufgestockt | +8,1% | |
| PRUDENT INVESTORS NETWORK, INC. | 608.209 | 23.970 | 584.239 | 56.125.527 | Aufgestockt | +2437,4% | |
| Concurrent Investment Advisors, LLC | 566.907 | 558.121 | 8.786 | 52.314.192 | Aufgestockt | +1,6% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 553.686 | 635.255 | -81.569 | 51.094.127 | Reduziert | -12,8% | |
| Advocacy Wealth Management, LLC | 545.719 | 410.678 | 135.041 | 50.358.949 | Aufgestockt | +32,9% | |
| CAPTRUST FINANCIAL ADVISORS | 540.783 | 230.276 | 310.507 | 49.902.897 | Aufgestockt | +134,8% | |
| FSM Wealth Advisors, LLC | 537.942 | 420.342 | 117.600 | 49.641.319 | Aufgestockt | +28,0% | |
| EVOLVE PRIVATE WEALTH, LLC | 526.533 | 466.565 | 59.968 | 48.588.430 | Aufgestockt | +12,9% | |
| Mariner, LLC | 502.485 | 209.445 | 293.040 | 46.369.315 | Aufgestockt | +139,9% | |
| STIFEL FINANCIAL CORP | 499.462 | 446.487 | 52.975 | 44.471.567 | Aufgestockt | +11,9% | |
| MERCER GLOBAL ADVISORS INC /ADV | 445.049 | 458.159 | -13.110 | 41.069.081 | Reduziert | -2,9% | |
| HighTower Advisors, LLC | 463.601 | 441.447 | 22.154 | 41.035.861 | Aufgestockt | +5,0% | |
| Hudson Capital Management LLC | 428.534 | 395.319 | 33.215 | 39.545.145 | Aufgestockt | +8,4% | |
| Cooper Financial Group | 396.395 | 32.498 | 363.897 | 36.579.347 | Aufgestockt | +1119,8% | |
| BNP PARIBAS FINANCIAL MARKETS | 380.841 | 380.578 | 263 | 35.144.007 | Aufgestockt | +0,1% | |
| JANE STREET GROUP, LLC | 372.845 | 0 | 372.845 | 34.406.137 | Neu | +100,0% | |
| Christian Investment Advisors, Inc. | 345.997 | 0 | 345.997 | 32.378.399 | Neu | +100,0% | |
| ECLECTIC ASSOCIATES INC /ADV | 346.903 | 266.151 | 80.752 | 32.011.938 | Aufgestockt | +30,3% | |
| TRUIST FINANCIAL CORP | 318.700 | 144.963 | 173.737 | 29.409.590 | Aufgestockt | +119,8% | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 309.290 | 483.862 | -174.572 | 28.525.817 | Reduziert | -36,1% | |
| Kestra Advisory Services, LLC | 297.527 | 350.395 | -52.868 | 27.455.799 | Reduziert | -15,1% | |
| Legacy Private Trust Co. | 293.994 | 294.263 | -269 | 27.129.765 | Reduziert | -0,1% | |
| Flaharty Asset Management, LLC | 288.621 | 284.921 | 3.700 | 26.633.949 | Aufgestockt | +1,3% | |
| RFG Advisory, LLC | 282.970 | 191.508 | 91.462 | 26.112.501 | Aufgestockt | +47,8% | |
| Cornerstone Wealth Management, LLC | 281.894 | 262.663 | 19.231 | 26.013.240 | Aufgestockt | +7,3% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| BROWN BROTHERS HARRIMAN & CO | 27.973.649 | 26.411.420 | +5,9% | 420.164.208 | 6,54 | 2 Q |
| MORGAN STANLEY | 3.762.269 | 3.380.670 | +11,3% | 347.182.268 | 5,41 | 17 Q |
| CWM, LLC | 3.741.411 | 4.149.576 | -9,8% | 345.257.427 | 5,38 | 17 Q |
| LPL Financial LLC | 3.420.959 | 2.895.952 | +18,1% | 315.686.070 | 4,92 | 17 Q |
| ENVESTNET ASSET MANAGEMENT INC | 2.614.444 | 2.100.558 | +24,5% | 241.260.851 | 3,76 | 17 Q |
| WELLS FARGO & COMPANY/MN | 2.233.642 | 1.983.801 | +12,6% | 206.120.508 | 3,21 | 17 Q |
| AE Wealth Management LLC | 1.892.589 | 1.482.067 | +27,7% | 174.648.439 | 2,72 | 17 Q |
| RAYMOND JAMES FINANCIAL INC | 1.793.866 | 1.017.170 | +76,4% | 165.537.953 | 2,58 | 6 Q |
| OneDigital Investment Advisors LLC | 1.750.925 | 1.552.324 | +12,8% | 161.575.316 | 2,52 | 17 Q |
| OSAIC HOLDINGS, INC. | 1.698.605 | 1.652.475 | +2,8% | 156.523.463 | 2,44 | 17 Q |
| BANK OF AMERICA CORP /DE/ | 1.638.366 | 1.453.893 | +12,7% | 150.199.568 | 2,34 | 14 Q |
| TECTONIC ADVISORS LLC | 1.623.692 | 1.586.589 | +2,3% | 149.834.273 | 2,33 | 11 Q |
| NewEdge Advisors, LLC | 1.336.231 | 1.055.291 | +26,6% | 123.307.429 | 1,92 | 16 Q |
| Koss-Olinger Consulting, LLC | 1.266.570 | 1.315.663 | -3,7% | 116.879.115 | 1,82 | 10 Q |
| Cetera Investment Advisers | 1.113.996 | 944.019 | +18,0% | 102.799.583 | 1,60 | 17 Q |
| Waverly Advisors, LLC | 1.318.407 | 942.599 | +39,9% | 98.783.507 | 1,54 | 9 Q |
| Sand Hill Global Advisors, LLC | 1.065.087 | 624.484 | +70,6% | 98.286.227 | 1,53 | 13 Q |
| Heirloom Wealth Management | 1.019.618 | 491.798 | +107,3% | 94.090.392 | 1,47 | 4 Q |
| GREAT VALLEY ADVISOR GROUP, INC. | 956.087 | 1.115.814 | -14,3% | 88.227.641 | 1,37 | 9 Q |
| UBS Group AG | 912.286 | 889.205 | +2,6% | 84.140.709 | 1,31 | 17 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 520 | 96,9 | 6.510 |
| 31.12.2025 | ✓ | 505 | 90,0 | 5.681 |
| 30.09.2025 | ✓ | 455 | 54,4 | 4.590 |
| 30.06.2025 | ✓ | 455 | 49,5 | 4.581 |
| 31.03.2025 | ✓ | 446 | 47,0 | 4.062 |
| 31.12.2024 | ✓ | 428 | 49,2 | 4.180 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| BROWN BROTHERS HARRIMAN & CO | 26.411.420 | 425.757.373 |
| EVOLVE PRIVATE WEALTH, LLC | 466.565 | 43.614.492 |
| Advocacy Wealth Management, LLC | 410.678 | 38.225.908 |
| Stadion Money Management, LLC | 264.926 | 24.659.312 |
| Vavra Capital Management, LLC | 139.589 | 12.992.944 |
| Litman Gregory Wealth Management LLC | 708.552 | 11.421.930 |
| Catalyst Investment Management LLC | 87.606 | 8.154.384 |
| MAIMON WEALTH MANAGEMENT LTD. | 43.100 | 4.011.748 |
| MONEY CONCEPTS CAPITAL CORP | 32.662 | 3.040.179 |
| MCF Advisors LLC | 30.713 | 2.871.053 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Waverly Advisors, LLC | 942.599 | 714.510 | +313.3 % | 64.517.627 |
| Koss-Olinger Consulting, LLC | 1.315.663 | 659.320 | +100.5 % | 122.462.000 |
| LPL Financial LLC | 2.895.952 | 587.532 | +25.5 % | 269.555.233 |
| AE Wealth Management LLC | 1.482.067 | 477.930 | +47.6 % | 137.950.743 |
| MORGAN STANLEY | 3.380.670 | 419.755 | +14.2 % | 314.672.785 |
| RAYMOND JAMES FINANCIAL INC | 1.017.170 | 401.865 | +65.3 % | 94.678.190 |
| WELLS FARGO & COMPANY/MN | 1.983.801 | 381.305 | +23.8 % | 184.652.161 |
| BANK OF AMERICA CORP /DE/ | 1.453.893 | 224.764 | +18.3 % | 135.328.350 |
| COMMONWEALTH EQUITY SERVICES, LLC | 635.255 | 201.738 | +46.5 % | 59.129.569 |
| HighTower Advisors, LLC | 441.447 | 191.463 | +76.6 % | 39.351.543 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| SCOTIA CAPITAL INC. | 118.165 | -200.769 | -63.0 % | 10.998.737 |
| SimpliFi, Inc. | 105.312 | -108.047 | -50.6 % | 9.802.418 |
| Northwest Financial Advisors | 6.470 | -26.386 | -80.3 % | 602.245 |
| Dunhill Financial, LLC | 38.215 | -26.063 | -40.5 % | 3.557.075 |
| ENVESTNET ASSET MANAGEMENT INC | 2.100.558 | -23.488 | -1.1 % | 195.519.913 |
| CAPTRUST FINANCIAL ADVISORS | 230.276 | -21.575 | -8.6 % | 21.434.066 |
| Strategic Wealth Partners, Ltd. | 1.543 | -16.771 | -91.6 % | 143.584 |
| OSAIC HOLDINGS, INC. | 1.652.475 | -15.842 | -0.9 % | 153.792.825 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | 2.200 | -15.830 | -87.8 % | 204.776 |
| Freedom Investment Management, Inc. | 88.476 | -14.074 | -13.7 % | 8.235.416 |