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 |
|---|---|---|---|---|---|---|---|
| Aristotle Capital Management, LLC | 7.290.489 | 7.706.609 | -416.120 | 142.748.994 | Reduziert | -5,4% | |
| RHUMBLINE ADVISERS | 683.991 | 690.767 | -6.776 | 13.388.741 | Reduziert | -1,0% | |
| Boston Common Asset Management, LLC | 248.932 | 237.942 | 10.990 | 9.264.968 | Aufgestockt | +4,6% | |
| Ramirez Asset Management, Inc. | 212.220 | 188.343 | 23.877 | 8.813.836 | Aufgestockt | +12,7% | |
| Sterling Capital Management LLC | 675.967 | 697.488 | -21.521 | 4.417.371 | Reduziert | -3,1% | |
| Madison Asset Management, LLC | 100.063 | 93.563 | 6.500 | 4.312.239 | Aufgestockt | +6,9% | |
| GREAT LAKES ADVISORS, LLC | 112.818 | 108.207 | 4.611 | 3.858.375 | Aufgestockt | +4,3% | |
| GAMMA Investing LLC | 186.592 | 160.166 | 26.426 | 3.551.528 | Aufgestockt | +16,5% | |
| YOUSIF CAPITAL MANAGEMENT, LLC | 181.693 | 181.693 | 0 | 2.684.082 | Unverändert | 0,0% | |
| Sustainable Growth Advisers, LP | 62.583 | 77.646 | -15.063 | 2.482.668 | Reduziert | -19,4% | |
| Telligent Fund, LP | 15.000 | 0 | 15.000 | 2.102.250 | Neu | +100,0% | |
| Kohmann Bosshard Financial Services, LLC | 414.945 | 0 | 414.945 | 1.385.248 | Neu | +100,0% | |
| Ativo Capital Management LLC | 22.313 | 22.317 | -4 | 763.122 | Reduziert | 0,0% | |
| PNC FINANCIAL SERVICES GROUP, INC. | 29.943 | 30.442 | -499 | 726.617 | Reduziert | -1,6% | |
| Henry James International Management Inc. | 46.794 | 46.794 | 0 | 664.054 | Unverändert | 0,0% | |
| CHICAGO TRUST Co NA | 19.077 | 17.812 | 1.265 | 649.724 | Aufgestockt | +7,1% | |
| Salomon & Ludwin, LLC | 30.716 | 17.126 | 13.590 | 544.399 | Aufgestockt | +79,4% | |
| Canopy Partners, LLC | 47.016 | 47.224 | -208 | 411.337 | Reduziert | -0,4% | |
| RiverFront Investment Group, LLC | 18.792 | 16.474 | 2.318 | 317.746 | Aufgestockt | +14,1% | |
| ALTA CAPITAL MANAGEMENT LLC/ | 18.652 | 0 | 18.652 | 314.845 | Neu | +100,0% | |
| FULTON BANK, N.A. | 109.427 | 110.808 | -1.381 | 305.848 | Reduziert | -1,2% | |
| Myriad Asset Management US LP | 6.363 | 4.182 | 2.181 | 267.000 | Aufgestockt | +52,2% | |
| OLD NATIONAL BANCORP /IN/ | 87.950 | 89.042 | -1.092 | 245.819 | Reduziert | -1,2% | |
| RIVERBRIDGE PARTNERS LLC | 5.425 | 5.425 | 0 | 237.290 | Unverändert | 0,0% | |
| Westside Investment Management, Inc. | 11.059 | 24.541 | -13.482 | 214.161 | Reduziert | -54,9% | |
| Game Plan Financial Advisors, LLC | 2.860 | 2.539 | 321 | 173.344 | Aufgestockt | +12,6% | |
| Cascades Capital Asset Management, LLC | 1.070 | 0 | 1.070 | 149.961 | Neu | +100,0% | |
| KINGSWOOD WEALTH ADVISORS, LLC | 11.856 | 0 | 11.856 | 98.642 | Neu | +100,0% | |
| Ancora Advisors LLC | 1.055 | 980 | 75 | 47.227 | Aufgestockt | +7,7% | |
| Coastwise Capital Group, LLC | 36.118 | 0 | 36.118 | 44.046 | Neu | +100,0% | |
| Signature Equity Partners, LLC | 626 | 0 | 626 | 39.598 | Neu | +100,0% | |
| Steigerwald, Gordon & Koch Inc. | 484 | 0 | 484 | 21.042 | Neu | +100,0% | |
| First Command Advisory Services, Inc. | 1.881 | 0 | 1.881 | 19.937 | Neu | +100,0% | |
| McMillan Office, Inc. | 500 | 0 | 500 | 19.370 | Neu | +100,0% | |
| BCM ADVISORS, LLC | 40.000 | 40.000 | 0 | 19.056 | Unverändert | 0,0% | |
| L & S Advisors Inc | 10.963 | 46.917 | -35.954 | 13.468 | Reduziert | -76,6% | |
| HANTZ FINANCIAL SERVICES, INC. | 3.654.909 | 3.593.524 | 61.385 | 11.445 | Aufgestockt | +1,7% | |
| IMA Advisory Services, Inc. | 247 | 270 | -23 | 8.639 | Reduziert | -8,5% | |
| NVWM, LLC | 379 | 379 | 0 | 6.300 | Unverändert | 0,0% | |
| Ascentis Independent Advisors | 170 | 0 | 170 | 2.463 | Neu | +100,0% | |
| ORG Partners LLC | 170 | 0 | 170 | 2.391 | Neu | +100,0% | |
| NBC SECURITIES, INC. | 10 | 0 | 10 | 1.489 | Neu | +100,0% | |
| Copeland Capital Management, LLC | 141 | 0 | 141 | 1.374 | Neu | +100,0% | |
| RICHARDSON FINANCIAL SERVICES INC. | 20 | 20 | 0 | 840 | Unverändert | 0,0% | |
| Murphy & Mullick Capital Management Corp | 3 | 0 | 3 | 419 | Neu | +100,0% | |
| Lester Murray Antman dba SimplyRich | 14.421 | 0 | 14.421 | 382 | Neu | +100,0% | |
| Coston, McIsaac & Partners | 82.521 | 82.143 | 378 | 363 | Aufgestockt | +0,5% | |
| Motiv8 Investments LLC | 156 | 0 | 156 | 1 | Neu | +100,0% | |
| CURIO WEALTH, LLC | 1.000 | 1.000 | 0 | 0 | Unverändert | 0,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| Aristotle Capital Management, LLC | 7.290.489 | 7.706.609 | -5,4% | 142.748.994 | 70,84 |
| RHUMBLINE ADVISERS | 683.991 | 690.767 | -1,0% | 13.388.741 | 6,64 |
| Boston Common Asset Management, LLC | 248.932 | 237.942 | +4,6% | 9.264.968 | 4,60 |
| Ramirez Asset Management, Inc. | 212.220 | 188.343 | +12,7% | 8.813.836 | 4,37 |
| Sterling Capital Management LLC | 675.967 | 697.488 | -3,1% | 4.417.371 | 2,19 |
| Madison Asset Management, LLC | 100.063 | 93.563 | +6,9% | 4.312.239 | 2,14 |
| GREAT LAKES ADVISORS, LLC | 112.818 | 108.207 | +4,3% | 3.858.375 | 1,91 |
| GAMMA Investing LLC | 186.592 | 160.166 | +16,5% | 3.551.528 | 1,76 |
| YOUSIF CAPITAL MANAGEMENT, LLC | 181.693 | 181.693 | 0,0% | 2.684.082 | 1,33 |
| Sustainable Growth Advisers, LP | 62.583 | 77.646 | -19,4% | 2.482.668 | 1,23 |
| Ativo Capital Management LLC | 22.313 | 22.317 | 0,0% | 763.122 | 0,38 |
| PNC FINANCIAL SERVICES GROUP, INC. | 29.943 | 30.442 | -1,6% | 726.617 | 0,36 |
| Henry James International Management Inc. | 46.794 | 46.794 | 0,0% | 664.054 | 0,33 |
| CHICAGO TRUST Co NA | 19.077 | 17.812 | +7,1% | 649.724 | 0,32 |
| Salomon & Ludwin, LLC | 30.716 | 17.126 | +79,4% | 544.399 | 0,27 |
| Canopy Partners, LLC | 47.016 | 47.224 | -0,4% | 411.337 | 0,20 |
| RiverFront Investment Group, LLC | 18.792 | 16.474 | +14,1% | 317.746 | 0,16 |
| ALTA CAPITAL MANAGEMENT LLC/ | 18.652 | 0 | +100,0% | 314.845 | 0,16 |
| FULTON BANK, N.A. | 109.427 | 110.808 | -1,2% | 305.848 | 0,15 |
| Myriad Asset Management US LP | 6.363 | 4.182 | +52,2% | 267.000 | 0,13 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 39 | 14,5 | 203 |
| 31.12.2025 | ✓ | 43 | 15,1 | 247 |
| 30.09.2025 | ✓ | 38 | 15,2 | 210 |
| 30.06.2025 | ✓ | 37 | 15,7 | 245 |
| 31.03.2025 | ✓ | 33 | 17,2 | 225 |
| 31.12.2024 | ✓ | 35 | 14,3 | 137 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Kohmann Bosshard Financial Services, LLC | 414.945 | 1.385.248 |
| RIVERBRIDGE PARTNERS LLC | 5.425 | 205.987 |
| Cascades Capital Asset Management, LLC | 1.070 | 149.961 |
| KINGSWOOD WEALTH ADVISORS, LLC | 11.856 | 98.642 |
| Coastwise Capital Group, LLC | 36.118 | 44.046 |
| Signature Equity Partners, LLC | 626 | 39.598 |
| RICHARDSON FINANCIAL SERVICES INC. | 20 | 14.643 |
| IMA Advisory Services, Inc. | 270 | 10.718 |
| Murphy & Mullick Capital Management Corp | 3 | 419 |
| Motiv8 Investments LLC | 156 | 1 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| HANTZ FINANCIAL SERVICES, INC. | 3.593.524 | 264.718 | +8.0 % | 9.851 |
| RHUMBLINE ADVISERS | 690.767 | 169.455 | +32.5 % | 14.002.260 |
| L & S Advisors Inc | 46.917 | 35.053 | +295.5 % | 4.472.426 |
| Westside Investment Management, Inc. | 24.541 | 11.673 | +90.7 % | 576.283 |
| Sterling Capital Management LLC | 697.488 | 11.408 | +1.7 % | 4.661.176 |
| GREAT LAKES ADVISORS, LLC | 108.207 | 8.244 | +8.2 % | 3.349.007 |
| Ramirez Asset Management, Inc. | 188.343 | 7.116 | +3.9 % | 9.231.308 |
| PNC FINANCIAL SERVICES GROUP, INC. | 30.442 | 5.717 | +23.1 % | 865.999 |
| GAMMA Investing LLC | 160.166 | 4.305 | +2.8 % | 3.563.685 |
| FULTON BANK, N.A. | 110.808 | 4.245 | +4.0 % | 327.547 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Aristotle Capital Management, LLC | 7.706.609 | -500.599 | -6.1 % | 170.942.464 |
| Sustainable Growth Advisers, LP | 77.646 | -114.447 | -59.6 % | 2.810.785 |
| YOUSIF CAPITAL MANAGEMENT, LLC | 181.693 | -21.410 | -10.5 % | 2.786.391 |
| Coston, McIsaac & Partners | 82.143 | -7.146 | -8.0 % | 380 |
| Boston Common Asset Management, LLC | 237.942 | -6.316 | -2.6 % | 8.847.499 |
| Madison Asset Management, LLC | 93.563 | -4.555 | -4.6 % | 3.952.967 |
| Ativo Capital Management LLC | 22.317 | -3.273 | -12.8 % | 690.719 |
| Myriad Asset Management US LP | 4.182 | -2.927 | -41.2 % | 586.107 |
| Canopy Partners, LLC | 47.224 | -2.847 | -5.7 % | 403.298 |
| OLD NATIONAL BANCORP /IN/ | 89.042 | -466 | -0.5 % | 263.207 |
Stammdaten
Unternehmen & Branche
| Name | HANTZ FINANCIAL SERVICES, INC. |
|---|---|
| Ticker | |
| CIK | 0001071061 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Externe Quelle: SEC EDGAR »