Stammdaten
Unternehmen & Branche
| Name | MITCHELL CAPITAL MANAGEMENT CO |
|---|---|
| Ticker | |
| CIK | 0001080351 |
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 |
|---|---|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 6.334.410 | 6.559.315 | -224.905 | 284.010.965 | Reduziert | -3,4% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.284.832 | 1.318.169 | -33.337 | 57.161.061 | Reduziert | -2,5% | |
| GLOBALT Investments LLC / GA | 1.412.173 | 0 | 1.412.173 | 50.725.255 | Neu | +100,0% | |
| OSAIC HOLDINGS, INC. | 1.113.885 | 1.865.303 | -751.418 | 48.631.820 | Reduziert | -40,3% | |
| BLAIR WILLIAM & CO/IL | 1.015.090 | 1.066.079 | -50.989 | 45.347.656 | Reduziert | -4,8% | |
| Focus Partners Wealth | 834.106 | 933.088 | -98.982 | 36.674.621 | Reduziert | -10,6% | |
| HighTower Advisors, LLC | 745.436 | 743.569 | 1.867 | 32.952.414 | Aufgestockt | +0,3% | |
| RAYMOND JAMES FINANCIAL INC | 711.540 | 754.049 | -42.509 | 31.710.532 | Reduziert | -5,6% | |
| ENVESTNET ASSET MANAGEMENT INC | 676.457 | 702.456 | -25.999 | 30.379.428 | Reduziert | -3,7% | |
| Kestra Advisory Services, LLC | 620.721 | 504.901 | 115.820 | 27.207.729 | Aufgestockt | +22,9% | |
| Cetera Investment Advisers | 591.288 | 652.679 | -61.391 | 26.145.317 | Reduziert | -9,4% | |
| Cresset Asset Management, LLC | 572.962 | 571.226 | 1.736 | 24.885.433 | Aufgestockt | +0,3% | |
| LPL Financial LLC | 523.565 | 573.874 | -50.309 | 23.242.990 | Reduziert | -8,8% | |
| TRUIST FINANCIAL CORP | 375.096 | 380.398 | -5.302 | 16.499.978 | Reduziert | -1,4% | |
| Advisory Alpha, LLC | 369.092 | 369.043 | 49 | 16.216.308 | Aufgestockt | 0,0% | |
| Beacon Pointe Advisors, LLC | 359.532 | 280.282 | 79.250 | 15.903.792 | Aufgestockt | +28,3% | |
| CoreCap Advisors, LLC | 341.365 | 345.537 | -4.172 | 15.200.466 | Reduziert | -1,2% | |
| Brookstone Capital Management | 299.354 | 1.032.096 | -732.742 | 13.207.809 | Reduziert | -71,0% | |
| Creative Planning | 288.459 | 0 | 288.459 | 12.382.436 | Neu | +100,0% | |
| Ascent Wealth Partners, LLC | 267.651 | 278.543 | -10.892 | 11.528.462 | Reduziert | -3,9% | |
| CWM, LLC | 249.503 | 277.222 | -27.719 | 11.469.008 | Reduziert | -10,0% | |
| Composition Wealth, LLC | 257.499 | 286.938 | -29.439 | 11.301.430 | Reduziert | -10,3% | |
| World Investment Advisors | 235.954 | 221.982 | 13.972 | 10.793.208 | Aufgestockt | +6,3% | |
| SageView Advisory Group, LLC | 244.144 | 0 | 244.144 | 10.603.335 | Neu | +100,0% | |
| Southland Equity Partners LLC | 234.510 | 235.775 | -1.265 | 10.503.664 | Reduziert | -0,5% | |
| Rothschild Wealth LLC | 226.520 | 233.059 | -6.539 | 9.840.310 | Reduziert | -2,8% | |
| MML INVESTORS SERVICES, LLC | 195.752 | 274.429 | -78.677 | 8.840.667 | Reduziert | -28,7% | |
| Orion Porfolio Solutions, LLC | 192.281 | 240.319 | -48.038 | 8.821.168 | Reduziert | -20,0% | |
| AA Financial Advisors, LLC | 187.481 | 191.359 | -3.878 | 8.584.220 | Reduziert | -2,0% | |
| Cerity Partners LLC | 187.122 | 201.257 | -14.135 | 8.070.619 | Reduziert | -7,0% | |
| MTM FINANCIAL GROUP, LLC | 169.528 | 171.963 | -2.435 | 7.626.996 | Reduziert | -1,4% | |
| Cornerstone Wealth, LLC/TN | 163.272 | 0 | 163.272 | 7.346.518 | Neu | +100,0% | |
| GILL CAPITAL PARTNERS, LLC | 169.373 | 170.754 | -1.381 | 7.333.211 | Reduziert | -0,8% | |
| OneDigital Investment Advisors LLC | 158.703 | 163.340 | -4.637 | 7.040.085 | Reduziert | -2,8% | |
| Keating Financial Advisory Services, Inc. | 158.459 | 173.316 | -14.857 | 7.022.612 | Reduziert | -8,6% | |
| Forvis Mazars Wealth Advisors, LLC | 151.830 | 182.667 | -30.837 | 6.912.150 | Reduziert | -16,9% | |
| MBL Wealth, LLC | 148.446 | 151.506 | -3.060 | 6.823.692 | Reduziert | -2,0% | |
| Diligent Investors, LLC | 156.304 | 157.158 | -854 | 6.795.486 | Reduziert | -0,5% | |
| Patriot Financial Group Insurance Agency, LLC | 152.036 | 76.568 | 75.468 | 6.728.942 | Aufgestockt | +98,6% | |
| Concurrent Investment Advisors, LLC | 154.612 | 156.796 | -2.184 | 6.629.403 | Reduziert | -1,4% | |
| Triad Wealth Partners, LLC | 142.284 | 113.984 | 28.300 | 6.540.440 | Aufgestockt | +24,8% | |
| CRA Financial Services, LLC | 146.249 | 152.063 | -5.814 | 6.516.312 | Reduziert | -3,8% | |
| Horizon Investments, LLC | 140.610 | 59.907 | 80.703 | 6.463.842 | Aufgestockt | +134,7% | |
| Weaver Consulting Group | 139.619 | 138.730 | 889 | 6.340.619 | Aufgestockt | +0,6% | |
| PRINCIPAL SECURITIES, INC. | 138.032 | 138.686 | -654 | 6.302.901 | Reduziert | -0,5% | |
| Bellwether Advisors, LLC | 130.855 | 140.245 | -9.390 | 5.740.560 | Reduziert | -6,7% | |
| Cassady Wealth & Retirement Planning, LLC | 118.268 | 118.653 | -385 | 5.468.908 | Reduziert | -0,3% | |
| KFG WEALTH MANAGEMENT, LLC | 121.968 | 132.785 | -10.817 | 5.355.884 | Reduziert | -8,1% | |
| McAlister, Sweet & Associates, Inc. | 123.704 | 123.829 | -125 | 5.284.635 | Reduziert | -0,1% | |
| Trek Financial, LLC | 119.130 | 120.945 | -1.815 | 5.213.431 | Reduziert | -1,5% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 6.334.410 | 6.559.315 | -3,4% | 284.010.965 | 21,77 | 17 Q |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.284.832 | 1.318.169 | -2,5% | 57.161.061 | 4,38 | 17 Q |
| OSAIC HOLDINGS, INC. | 1.113.885 | 1.865.303 | -40,3% | 48.631.820 | 3,73 | 17 Q |
| BLAIR WILLIAM & CO/IL | 1.015.090 | 1.066.079 | -4,8% | 45.347.656 | 3,48 | 16 Q |
| Focus Partners Wealth | 834.106 | 933.088 | -10,6% | 36.674.621 | 2,81 | 8 Q |
| HighTower Advisors, LLC | 745.436 | 743.569 | +0,3% | 32.952.414 | 2,53 | 17 Q |
| RAYMOND JAMES FINANCIAL INC | 711.540 | 754.049 | -5,6% | 31.710.532 | 2,43 | 6 Q |
| ENVESTNET ASSET MANAGEMENT INC | 676.457 | 702.456 | -3,7% | 30.379.428 | 2,33 | 17 Q |
| Kestra Advisory Services, LLC | 620.721 | 504.901 | +22,9% | 27.207.729 | 2,09 | 17 Q |
| Cetera Investment Advisers | 591.288 | 652.679 | -9,4% | 26.145.317 | 2,00 | 17 Q |
| Cresset Asset Management, LLC | 572.962 | 571.226 | +0,3% | 24.885.433 | 1,91 | 15 Q |
| LPL Financial LLC | 523.565 | 573.874 | -8,8% | 23.242.990 | 1,78 | 17 Q |
| TRUIST FINANCIAL CORP | 375.096 | 380.398 | -1,4% | 16.499.978 | 1,26 | 17 Q |
| Advisory Alpha, LLC | 369.092 | 369.043 | 0,0% | 16.216.308 | 1,24 | 15 Q |
| Beacon Pointe Advisors, LLC | 359.532 | 280.282 | +28,3% | 15.903.792 | 1,22 | 17 Q |
| CoreCap Advisors, LLC | 341.365 | 345.537 | -1,2% | 15.200.466 | 1,17 | 16 Q |
| Brookstone Capital Management | 299.354 | 1.032.096 | -71,0% | 13.207.809 | 1,01 | 16 Q |
| Creative Planning | 288.459 | 0 | +100,0% | 12.382.436 | 0,95 | 2 Q |
| Ascent Wealth Partners, LLC | 267.651 | 278.543 | -3,9% | 11.528.462 | 0,88 | 15 Q |
| CWM, LLC | 249.503 | 277.222 | -10,0% | 11.469.008 | 0,88 | 13 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 309 | 33,3 | 1.310 |
| 31.12.2025 | ✓ | 312 | 38,5 | 1.525 |
| 30.09.2025 | ✓ | 297 | 42,1 | 1.610 |
| 30.06.2025 | ✓ | 276 | 35,2 | 1.223 |
| 31.03.2025 | ✓ | 273 | 34,2 | 1.106 |
| 31.12.2024 | ✓ | 286 | 40,8 | 1.369 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Rothschild Wealth LLC | 233.059 | 10.243.432 |
| Keating Financial Advisory Services, Inc. | 173.316 | 7.782.553 |
| Cassady Wealth & Retirement Planning, LLC | 118.653 | 5.310.169 |
| Signal Advisors Wealth, LLC | 88.490 | 4.108.591 |
| BFI Wealth Solutions, LLC | 65.297 | 2.952.792 |
| Blue Water Asset Management | 59.609 | 2.732.351 |
| AlphaStar Capital Management, LLC | 38.081 | 1.722.265 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | 27.428 | 1.273.484 |
| CITADEL ADVISORS LLC | 28.263 | 1.266.710 |
| BIP Wealth, LLC | 22.894 | 1.041.505 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Focus Partners Wealth | 933.088 | 700.335 | +300.9 % | 41.521.424 |
| BCS Wealth Management | 209.990 | 99.016 | +89.2 % | 9.385.800 |
| World Investment Advisors | 221.982 | 82.089 | +58.7 % | 10.252.762 |
| LPL Financial LLC | 573.874 | 56.486 | +10.9 % | 25.809.953 |
| MERCER GLOBAL ADVISORS INC /ADV | 62.322 | 35.334 | +130.9 % | 2.776.982 |
| WealthPlan Investment Management, LLC | 30.853 | 23.581 | +324.3 % | 1.409.380 |
| CWM, LLC | 277.222 | 22.886 | +9.0 % | 12.871 |
| Merit Financial Group, LLC | 37.830 | 22.724 | +150.4 % | 1.709.406 |
| Cambridge Investment Research Advisors, Inc. | 291.425 | 19.659 | +7.2 % | 13.209 |
| Triad Wealth Partners, LLC | 113.984 | 18.475 | +19.3 % | 5.292.277 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Allworth Financial LP | 9.180 | -1.298.966 | -99.3 % | 426.228 |
| Brookstone Capital Management | 1.032.096 | -666.620 | -39.2 % | 45.107.638 |
| OSAIC HOLDINGS, INC. | 1.865.303 | -319.395 | -14.6 % | 82.102.764 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 731.379 | -298.705 | -29.0 % | 33.520.929 |
| ENVESTNET ASSET MANAGEMENT INC | 702.456 | -251.189 | -26.3 % | 31.687.000 |
| NewEdge Advisors, LLC | 61.612 | -141.226 | -69.6 % | 2.803.196 |
| Cerity Partners LLC | 201.257 | -134.609 | -40.1 % | 8.781.678 |
| SageView Advisory Group, LLC | 244.144 | -123.865 | -33.7 % | 10.603.335 |
| Penserra Capital Management LLC | 2.775.958 | -99.493 | -3.5 % | 124.318 |
| RAYMOND JAMES FINANCIAL INC | 754.049 | -99.152 | -11.6 % | 33.986.413 |