Stammdaten
Unternehmen & Branche
| Name | Pinnacle Holdings, LLC |
|---|---|
| Ticker | |
| CIK | 0001411784 |
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 |
|---|---|---|---|---|---|---|---|
| FUKOKU MUTUAL LIFE INSURANCE CO | 1.873.000 | 1.873.000 | 0 | 35.399.700 | Unverändert | 0,0% | |
| CapWealth Advisors, LLC | 2.191.526 | 2.185.809 | 5.717 | 26.079.159 | Aufgestockt | +0,3% | |
| LPL Financial LLC | 941.539 | 895.482 | 46.057 | 17.795.090 | Aufgestockt | +5,1% | |
| CITADEL ADVISORS LLC | 697.782 | 123.643 | 574.139 | 15.855.124 | Aufgestockt | +464,4% | |
| Global X Japan Co., Ltd. | 743.267 | 0 | 743.267 | 14.047.746 | Neu | +100,0% | |
| WELLS FARGO & COMPANY/MN | 674.466 | 618.028 | 56.438 | 12.747.400 | Aufgestockt | +9,1% | |
| Keeler Thomas Management LLC | 604.687 | 0 | 604.687 | 11.428.593 | Neu | +100,0% | |
| MORGAN STANLEY | 574.872 | 625.642 | -50.770 | 10.865.088 | Reduziert | -8,1% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 429.814 | 194.079 | 235.735 | 9.824.399 | Aufgestockt | +121,5% | |
| BANK OF AMERICA CORP /DE/ | 412.373 | 382.313 | 30.060 | 7.793.841 | Aufgestockt | +7,9% | |
| TWO SIGMA INVESTMENTS, LP | 384.800 | 262.800 | 122.000 | 7.272.720 | Aufgestockt | +46,4% | |
| GOLDMAN SACHS GROUP INC | 333.899 | 318.104 | 15.795 | 6.415.883 | Aufgestockt | +5,0% | |
| Wealthfront Advisers LLC | 332.114 | 339.053 | -6.939 | 6.276.955 | Reduziert | -2,0% | |
| BANK OF MONTREAL /CAN/ | 242.800 | 0 | 242.800 | 5.586.828 | Neu | +100,0% | |
| Pinnacle Holdings, LLC | 194.862 | 220.524 | -25.662 | 5.398.172 | Reduziert | -11,6% | |
| Clarity Financial LLC | 304.414 | 0 | 304.414 | 5.272.450 | Neu | +100,0% | |
| ROYAL BANK OF CANADA | 203.814 | 217.936 | -14.122 | 3.852.000 | Reduziert | -6,5% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 178.296 | 167.814 | 10.482 | 3.369.790 | Aufgestockt | +6,2% | |
| SMART Wealth LLC | 177.222 | 190.632 | -13.410 | 3.349.495 | Reduziert | -7,0% | |
| IHT Wealth Management, LLC | 162.265 | 86.917 | 75.348 | 3.066.806 | Aufgestockt | +86,7% | |
| Cetera Investment Advisers | 128.054 | 140.356 | -12.302 | 2.420.223 | Reduziert | -8,8% | |
| GTS SECURITIES LLC | 57.789 | 0 | 57.789 | 2.395.354 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 101.900 | 61.903 | 39.997 | 2.344.719 | Aufgestockt | +64,6% | |
| AE Wealth Management LLC | 107.791 | 1.142.553 | -1.034.762 | 2.037.250 | Reduziert | -90,6% | |
| JONES FINANCIAL COMPANIES LLLP | 98.001 | 76.600 | 21.401 | 1.846.829 | Aufgestockt | +27,9% | |
| Private Advisor Group, LLC | 89.830 | 17.050 | 72.780 | 1.697.793 | Aufgestockt | +426,9% | |
| Mirae Asset Global Investments Co., Ltd. | 74.000 | 97.000 | -23.000 | 1.398.600 | Reduziert | -23,7% | |
| RAYMOND JAMES FINANCIAL INC | 67.297 | 61.953 | 5.344 | 1.271.914 | Aufgestockt | +8,6% | |
| Stratos Wealth Partners, LTD. | 63.870 | 64.848 | -978 | 1.207.156 | Reduziert | -1,5% | |
| Steward Partners Investment Advisory, LLC | 58.325 | 56.030 | 2.295 | 1.102.333 | Aufgestockt | +4,1% | |
| OSAIC HOLDINGS, INC. | 57.115 | 107.525 | -50.410 | 1.079.575 | Reduziert | -46,9% | |
| UBS Group AG | 52.844 | 46.328 | 6.516 | 1.060.418 | Aufgestockt | +14,1% | |
| ENVESTNET ASSET MANAGEMENT INC | 53.839 | 73.017 | -19.178 | 1.017.564 | Reduziert | -26,3% | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 51.440 | 51.140 | 300 | 972.208 | Aufgestockt | +0,6% | |
| RENAISSANCE TECHNOLOGIES LLC | 40.300 | 0 | 40.300 | 927.303 | Neu | +100,0% | |
| SEI INVESTMENTS CO | 47.691 | 10.537 | 37.154 | 901.380 | Aufgestockt | +352,6% | |
| TRUE Private Wealth Advisors | 38.094 | 40.299 | -2.205 | 876.558 | Reduziert | -5,5% | |
| D. E. Shaw & Co., Inc. | 45.311 | 24.278 | 21.033 | 856.378 | Aufgestockt | +86,6% | |
| Mariner, LLC | 44.534 | 36.083 | 8.451 | 841.693 | Aufgestockt | +23,4% | |
| Eagle Strategies LLC | 44.042 | 42.775 | 1.267 | 832.385 | Aufgestockt | +3,0% | |
| JPMORGAN CHASE & CO | 43.234 | 0 | 43.234 | 748.813 | Neu | +100,0% | |
| Kestra Advisory Services, LLC | 39.094 | 203.042 | -163.948 | 738.872 | Reduziert | -80,7% | |
| SBI Securities Co., Ltd. | 32.309 | 12.369 | 19.940 | 711.528 | Aufgestockt | +161,2% | |
| Wealth Advisory Solutions, LLC | 37.215 | 34.170 | 3.045 | 703.364 | Aufgestockt | +8,9% | |
| Mutual Advisors, LLC | 38.416 | 0 | 38.416 | 665.359 | Neu | +100,0% | |
| INTERCAPITAL, LLC | 28.000 | 0 | 28.000 | 644.280 | Neu | +100,0% | |
| Triumph Capital Management | 30.418 | 30.218 | 200 | 574.900 | Aufgestockt | +0,7% | |
| MBL Wealth, LLC | 24.500 | 0 | 24.500 | 563.745 | Neu | +100,0% | |
| Dedeker Financial LLC | 13.175 | 0 | 13.175 | 546.134 | Neu | +100,0% | |
| RHODES INVESTMENT ADVISORS INC /ADV | 28.749 | 15.500 | 13.249 | 543.348 | Aufgestockt | +85,5% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| FUKOKU MUTUAL LIFE INSURANCE CO | 1.873.000 | 1.873.000 | 0,0% | 35.399.700 | 14,05 | 12 Q |
| CapWealth Advisors, LLC | 2.191.526 | 2.185.809 | +0,3% | 26.079.159 | 10,35 | 4 Q |
| LPL Financial LLC | 941.539 | 895.482 | +5,1% | 17.795.090 | 7,06 | 17 Q |
| CITADEL ADVISORS LLC | 697.782 | 123.643 | +464,4% | 15.855.124 | 6,29 | 17 Q |
| Global X Japan Co., Ltd. | 743.267 | 0 | +100,0% | 14.047.746 | 5,58 | 9 Q |
| WELLS FARGO & COMPANY/MN | 674.466 | 618.028 | +9,1% | 12.747.400 | 5,06 | 17 Q |
| Keeler Thomas Management LLC | 604.687 | 0 | +100,0% | 11.428.593 | 4,54 | 1 Q |
| MORGAN STANLEY | 574.872 | 625.642 | -8,1% | 10.865.088 | 4,31 | 17 Q |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 429.814 | 194.079 | +121,5% | 9.824.399 | 3,90 | 16 Q |
| BANK OF AMERICA CORP /DE/ | 412.373 | 382.313 | +7,9% | 7.793.841 | 3,09 | 16 Q |
| TWO SIGMA INVESTMENTS, LP | 384.800 | 262.800 | +46,4% | 7.272.720 | 2,89 | 7 Q |
| GOLDMAN SACHS GROUP INC | 333.899 | 318.104 | +5,0% | 6.415.883 | 2,55 | 12 Q |
| Wealthfront Advisers LLC | 332.114 | 339.053 | -2,0% | 6.276.955 | 2,49 | 17 Q |
| BANK OF MONTREAL /CAN/ | 242.800 | 0 | +100,0% | 5.586.828 | 2,22 | 4 Q |
| Pinnacle Holdings, LLC | 194.862 | 220.524 | -11,6% | 5.398.172 | 2,14 | 17 Q |
| ROYAL BANK OF CANADA | 203.814 | 217.936 | -6,5% | 3.852.000 | 1,53 | 17 Q |
| COMMONWEALTH EQUITY SERVICES, LLC | 178.296 | 167.814 | +6,2% | 3.369.790 | 1,34 | 17 Q |
| SMART Wealth LLC | 177.222 | 190.632 | -7,0% | 3.349.495 | 1,33 | 9 Q |
| IHT Wealth Management, LLC | 162.265 | 86.917 | +86,7% | 3.066.806 | 1,22 | 2 Q |
| Cetera Investment Advisers | 128.054 | 140.356 | -8,8% | 2.420.223 | 0,96 | 8 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 146 | 13,0 | 231 |
| 31.12.2025 | ✓ | 153 | 15,8 | 284 |
| 30.09.2025 | ✓ | 139 | 16,0 | 287 |
| 30.06.2025 | ✓ | 138 | 11,3 | 207 |
| 31.03.2025 | ✓ | 129 | 10,2 | 189 |
| 31.12.2024 | ✓ | 134 | 15,5 | 218 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Clarity Financial LLC | 304.414 | 5.272.450 |
| GTS SECURITIES LLC | 57.789 | 2.395.354 |
| JANE STREET GROUP, LLC | 47.103 | 1.952.419 |
| IHT Wealth Management, LLC | 86.917 | 1.505.400 |
| Key Capital Management, INC | 47.077 | 815.374 |
| Dedeker Financial LLC | 13.175 | 546.134 |
| Focus Partners Advisor Solutions, LLC | 15.801 | 273.677 |
| RHODES INVESTMENT ADVISORS INC /ADV | 15.500 | 268.460 |
| Concurrent Investment Advisors, LLC | 13.567 | 234.980 |
| Centennial Advisors, LLC | 13.065 | 226.287 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Kestra Advisory Services, LLC | 203.042 | 181.814 | +856.5 % | 3.516.691 |
| TWO SIGMA INVESTMENTS, LP | 262.800 | 99.400 | +60.8 % | 4.551.696 |
| AE Wealth Management LLC | 1.142.553 | 68.526 | +6.4 % | 19.789.029 |
| GOLDMAN SACHS GROUP INC | 318.104 | 49.865 | +18.6 % | 5.509.561 |
| Cetera Investment Advisers | 140.356 | 46.293 | +49.2 % | 2.430.963 |
| JONES FINANCIAL COMPANIES LLLP | 76.600 | 23.233 | +43.5 % | 1.326.714 |
| Wealthfront Advisers LLC | 339.053 | 20.869 | +6.6 % | 5.872.398 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 120.379 | 18.024 | +17.6 % | 4.989.710 |
| ROYAL BANK OF CANADA | 217.936 | 13.580 | +6.6 % | 3.775.000 |
| D. E. Shaw & Co., Inc. | 24.278 | 12.818 | +111.8 % | 420.495 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 51.140 | -203.790 | -79.9 % | 885.740 |
| WELLS FARGO & COMPANY/MN | 618.028 | -168.148 | -21.4 % | 10.704.244 |
| CITADEL ADVISORS LLC | 12.843 | -98.282 | -88.4 % | 532.342 |
| B.O.S.S. Retirement Advisors, LLC | 26.671 | -62.499 | -70.1 % | 461.950 |
| LPL Financial LLC | 895.482 | -52.708 | -5.6 % | 15.509.740 |
| MORGAN STANLEY | 625.642 | -38.471 | -5.8 % | 10.836.129 |
| COMMONWEALTH EQUITY SERVICES, LLC | 167.814 | -28.608 | -14.6 % | 2.906.540 |
| CapWealth Advisors, LLC | 2.185.809 | -12.600 | -0.6 % | 33.290.841 |
| NTV ASSET MANAGEMENT LLC | 12.500 | -12.225 | -49.4 % | 216.500 |
| Mirae Asset Global Investments Co., Ltd. | 97.000 | -11.000 | -10.2 % | 1.680.040 |