Stammdaten
Unternehmen & Branche
| Name | CHARTIST INC /CA/ |
|---|---|
| Ticker | |
| CIK | 0001129770 |
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 |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 1.568.124 | 1.750.018 | -181.894 | 150.477.189 | Reduziert | -10,4% | |
| Financial Engines Advisors L.L.C. | 1.263.838 | 1.320.819 | -56.981 | 121.277.936 | Reduziert | -4,3% | |
| AE Wealth Management LLC | 1.219.055 | 1.084.310 | 134.745 | 116.980.821 | Aufgestockt | +12,4% | |
| NorthRock Partners, LLC | 1.083.341 | 1.054.792 | 28.549 | 103.957.430 | Aufgestockt | +2,7% | |
| MORGAN STANLEY | 846.263 | 767.912 | 78.351 | 81.207.495 | Aufgestockt | +10,2% | |
| Convergence Financial, LLC | 548.826 | 269.100 | 279.726 | 52.882.394 | Aufgestockt | +103,9% | |
| RAYMOND JAMES FINANCIAL INC | 501.223 | 464.207 | 37.016 | 48.097.362 | Aufgestockt | +8,0% | |
| FAS Wealth Partners, Inc. | 497.231 | 0 | 497.231 | 45.959.102 | Neu | +100,0% | |
| ENVESTNET ASSET MANAGEMENT INC | 460.690 | 151.346 | 309.344 | 44.207.851 | Aufgestockt | +204,4% | |
| Private Advisor Group, LLC | 425.586 | 302.597 | 122.989 | 40.839.205 | Aufgestockt | +40,6% | |
| JONES FINANCIAL COMPANIES LLLP | 385.508 | 337.440 | 48.068 | 36.253.180 | Aufgestockt | +14,2% | |
| FIRST NATIONAL TRUST CO | 356.566 | 362.213 | -5.647 | 34.216.072 | Reduziert | -1,6% | |
| Rehmann Capital Advisory Group | 352.653 | 331.315 | 21.338 | 33.838.431 | Aufgestockt | +6,4% | |
| GHP Investment Advisors, Inc. | 330.087 | 324.112 | 5.975 | 31.675.157 | Aufgestockt | +1,8% | |
| Klingman & Associates, LLC | 324.175 | 326.092 | -1.917 | 31.107.792 | Reduziert | -0,6% | |
| Avantax Planning Partners, Inc. | 321.914 | 288.467 | 33.447 | 30.890.842 | Aufgestockt | +11,6% | |
| WCG Wealth Advisors LLC | 305.480 | 276.185 | 29.295 | 29.313.842 | Aufgestockt | +10,6% | |
| HighTower Advisors, LLC | 273.166 | 277.587 | -4.421 | 26.213.007 | Reduziert | -1,6% | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 257.992 | 246.622 | 11.370 | 24.756.999 | Aufgestockt | +4,6% | |
| WELLS FARGO & COMPANY/MN | 251.879 | 254.048 | -2.169 | 24.170.327 | Reduziert | -0,9% | |
| AMERIPRISE FINANCIAL INC | 244.786 | 260.118 | -15.332 | 23.446.111 | Reduziert | -5,9% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 226.283 | 216.664 | 9.619 | 21.714.112 | Aufgestockt | +4,4% | |
| BANK OF AMERICA CORP /DE/ | 220.537 | 255.157 | -34.620 | 21.162.761 | Reduziert | -13,6% | |
| Shakespeare Wealth Management, LLC | 215.676 | 211.441 | 4.235 | 20.696.250 | Aufgestockt | +2,0% | |
| Rodgers & Associates, LTD | 194.202 | 191.092 | 3.110 | 18.635.602 | Aufgestockt | +1,6% | |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 180.601 | 0 | 180.601 | 17.330.472 | Neu | +100,0% | |
| McAdam, LLC | 177.081 | 182.193 | -5.112 | 16.992.699 | Reduziert | -2,8% | |
| Mariner, LLC | 172.720 | 205.245 | -32.525 | 16.574.201 | Reduziert | -15,8% | |
| SFG Wealth Management, LLC. | 164.316 | 160.379 | 3.937 | 15.767.796 | Aufgestockt | +2,5% | |
| BALANCED WEALTH GROUP LLC | 144.257 | 140.134 | 4.123 | 13.842.934 | Aufgestockt | +2,9% | |
| Cetera Investment Advisers | 141.139 | 113.379 | 27.760 | 13.543.674 | Aufgestockt | +24,5% | |
| ROYAL BANK OF CANADA | 141.086 | 70.331 | 70.755 | 13.539.000 | Aufgestockt | +100,6% | |
| UNIVEST FINANCIAL Corp | 121.342 | 320.940 | -199.598 | 11.643.953 | Reduziert | -62,2% | |
| SEGALL BRYANT & HAMILL, LLC | 118.234 | 124.338 | -6.104 | 11.345.693 | Reduziert | -4,9% | |
| TRUIST FINANCIAL CORP | 117.938 | 151.119 | -33.181 | 11.317.341 | Reduziert | -22,0% | |
| SIGNET FINANCIAL MANAGEMENT, LLC | 114.552 | 116.226 | -1.674 | 10.992.429 | Reduziert | -1,4% | |
| Summit Financial, LLC | 113.731 | 0 | 113.731 | 10.913.620 | Neu | +100,0% | |
| UBS Group AG | 111.040 | 88.153 | 22.887 | 10.655.398 | Aufgestockt | +26,0% | |
| Merit Financial Group, LLC | 96.376 | 89.545 | 6.831 | 9.248.278 | Aufgestockt | +7,6% | |
| ERn Financial, LLC | 91.056 | 92.965 | -1.909 | 8.737.734 | Reduziert | -2,1% | |
| OSAIC HOLDINGS, INC. | 89.484 | 87.477 | 2.007 | 8.588.732 | Aufgestockt | +2,3% | |
| JNBA Financial Advisors | 85.630 | 98.866 | -13.236 | 8.217.067 | Reduziert | -13,4% | |
| Chicago Partners Investment Group LLC | 74.312 | 70.524 | 3.788 | 7.740.371 | Aufgestockt | +5,4% | |
| Marathon Mission, Inc. | 79.646 | 79.736 | -90 | 7.642.830 | Reduziert | -0,1% | |
| STIFEL FINANCIAL CORP | 74.160 | 410.969 | -336.809 | 7.116.579 | Reduziert | -82,0% | |
| MONECO ADVISORS, LLC | 73.242 | 57.369 | 15.873 | 7.028.338 | Aufgestockt | +27,7% | |
| CWM, LLC | 72.232 | 71.056 | 1.176 | 6.931.349 | Aufgestockt | +1,7% | |
| WealthShield Partners, LLC | 71.389 | 70.772 | 617 | 6.850.469 | Aufgestockt | +0,9% | |
| Pathstone Holdings, LLC | 69.638 | 69.638 | 0 | 6.682.462 | Unverändert | 0,0% | |
| Prestige Wealth Management Group LLC | 67.613 | 69.442 | -1.829 | 6.488.096 | Reduziert | -2,6% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| LPL Financial LLC | 1.568.124 | 1.750.018 | -10,4% | 150.477.189 | 8,59 | 17 Q |
| Financial Engines Advisors L.L.C. | 1.263.838 | 1.320.819 | -4,3% | 121.277.936 | 6,93 | 17 Q |
| AE Wealth Management LLC | 1.219.055 | 1.084.310 | +12,4% | 116.980.821 | 6,68 | 17 Q |
| NorthRock Partners, LLC | 1.083.341 | 1.054.792 | +2,7% | 103.957.430 | 5,94 | 17 Q |
| MORGAN STANLEY | 846.263 | 767.912 | +10,2% | 81.207.495 | 4,64 | 17 Q |
| Convergence Financial, LLC | 548.826 | 269.100 | +103,9% | 52.882.394 | 3,02 | 17 Q |
| RAYMOND JAMES FINANCIAL INC | 501.223 | 464.207 | +8,0% | 48.097.362 | 2,75 | 6 Q |
| ENVESTNET ASSET MANAGEMENT INC | 460.690 | 151.346 | +204,4% | 44.207.851 | 2,53 | 17 Q |
| Private Advisor Group, LLC | 425.586 | 302.597 | +40,6% | 40.839.205 | 2,33 | 17 Q |
| JONES FINANCIAL COMPANIES LLLP | 385.508 | 337.440 | +14,2% | 36.253.180 | 2,07 | 16 Q |
| FIRST NATIONAL TRUST CO | 356.566 | 362.213 | -1,6% | 34.216.072 | 1,95 | 17 Q |
| Rehmann Capital Advisory Group | 352.653 | 331.315 | +6,4% | 33.838.431 | 1,93 | 17 Q |
| GHP Investment Advisors, Inc. | 330.087 | 324.112 | +1,8% | 31.675.157 | 1,81 | 17 Q |
| Klingman & Associates, LLC | 324.175 | 326.092 | -0,6% | 31.107.792 | 1,78 | 17 Q |
| Avantax Planning Partners, Inc. | 321.914 | 288.467 | +11,6% | 30.890.842 | 1,76 | 17 Q |
| WCG Wealth Advisors LLC | 305.480 | 276.185 | +10,6% | 29.313.842 | 1,67 | 16 Q |
| HighTower Advisors, LLC | 273.166 | 277.587 | -1,6% | 26.213.007 | 1,50 | 17 Q |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 257.992 | 246.622 | +4,6% | 24.756.999 | 1,41 | 17 Q |
| WELLS FARGO & COMPANY/MN | 251.879 | 254.048 | -0,9% | 24.170.327 | 1,38 | 17 Q |
| AMERIPRISE FINANCIAL INC | 244.786 | 260.118 | -5,9% | 23.446.111 | 1,34 | 17 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 390 | 18,9 | 1.765 |
| 31.12.2025 | ✓ | 381 | 20,2 | 1.812 |
| 30.09.2025 | ✓ | 385 | 20,1 | 1.773 |
| 30.06.2025 | ✓ | 383 | 20,6 | 1.701 |
| 31.03.2025 | ✓ | 367 | 24,2 | 1.849 |
| 31.12.2024 | ✓ | 370 | 26,3 | 2.227 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| BlackRock, Inc. | 41.535 | 3.839.080 |
| Tempo Wealth, LLC | 37.396 | 3.456.514 |
| Clarus Wealth Advisors | 26.205 | 2.559.443 |
| Mach-1 Financial Group, LLC | 20.576 | 1.901.839 |
| Walsh & Associates, LLC | 19.497 | 1.802.084 |
| MidFirst Bank | 18.917 | 1.748.498 |
| EP Wealth Advisors, LLC | 12.420 | 1.147.940 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 9.146 | 845.332 |
| Net Worth Advisory Group | 7.055 | 652.065 |
| Quantinno Capital Management LP | 5.584 | 516.204 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| UNIVEST FINANCIAL Corp | 320.940 | 294.255 | +1102.7 % | 29.664.523 |
| AE Wealth Management LLC | 1.084.310 | 224.654 | +26.1 % | 100.222.538 |
| WCG Wealth Advisors LLC | 276.185 | 198.955 | +257.6 % | 25.528.231 |
| MORGAN STANLEY | 767.912 | 92.943 | +13.8 % | 70.978.215 |
| JONES FINANCIAL COMPANIES LLLP | 337.440 | 89.535 | +36.1 % | 31.189.570 |
| Merit Financial Group, LLC | 89.545 | 78.864 | +738.4 % | 8.276.619 |
| Avantax Planning Partners, Inc. | 288.467 | 43.037 | +17.5 % | 26.663.040 |
| Private Advisor Group, LLC | 302.597 | 40.265 | +15.3 % | 27.969.005 |
| Mariner, LLC | 205.245 | 40.108 | +24.3 % | 18.970.766 |
| RAYMOND JAMES FINANCIAL INC | 464.207 | 38.333 | +9.0 % | 42.906.615 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 151.346 | -314.535 | -67.5 % | 13.988.941 |
| STIFEL FINANCIAL CORP | 410.969 | -308.131 | -42.8 % | 37.985.758 |
| BENJAMIN EDWARDS INC | 340.767 | -264.436 | -43.7 % | 31.497.968 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 131.018 | -108.869 | -45.4 % | 12.109.970 |
| Total Wealth Planning, LLC | 2.547 | -49.848 | -95.1 % | 235.412 |
| CITIGROUP INC | 25.114 | -38.089 | -60.3 % | 2.321.287 |
| HighTower Advisors, LLC | 277.587 | -34.592 | -11.1 % | 25.657.398 |
| WALLER FINANCIAL PLANNING GROUP, INC | 25.580 | -26.217 | -50.6 % | 2.364.359 |
| Financial Engines Advisors L.L.C. | 1.320.819 | -25.303 | -1.9 % | 122.083.313 |
| LPL Financial LLC | 1.750.018 | -25.017 | -1.4 % | 161.754.193 |