Stammdaten
Unternehmen & Branche
| Name | Cambridge Investment Research Advisors, Inc. |
|---|---|
| Ticker | |
| CIK | 0001419186 |
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 |
|---|---|---|---|---|---|---|---|
| Sepio Capital, LP | 13.567.023 | 13.121.221 | 445.802 | 480.063.694 | Aufgestockt | +3,4% | |
| Financial Security Advisor, Inc. | 2.105.207 | 1.900.096 | 205.111 | 104.155.115 | Aufgestockt | +10,8% | |
| OneAscent Financial Services LLC | 1.604.453 | 1.470.256 | 134.197 | 47.812.712 | Aufgestockt | +9,1% | |
| Cooper Financial Group | 869.916 | 0 | 869.916 | 23.529.401 | Neu | +100,0% | |
| OneAscent Wealth Management LLC | 581.253 | 530.851 | 50.402 | 17.321.339 | Aufgestockt | +9,5% | |
| Cresset Asset Management, LLC | 317.521 | 317.521 | 0 | 16.011.568 | Unverändert | 0,0% | |
| FMR LLC | 235.966 | 0 | 235.966 | 11.780.448 | Neu | +100,0% | |
| Arkadios Wealth Advisors | 231.007 | 230.710 | 297 | 11.429.072 | Aufgestockt | +0,1% | |
| VestGen Advisors, LLC | 337.417 | 0 | 337.417 | 8.112.719 | Neu | +100,0% | |
| FIDUCIENT ADVISORS LLC | 126.131 | 126.131 | 0 | 6.360.367 | Unverändert | 0,0% | |
| Private Wealth Asset Management, LLC | 121.210 | 0 | 121.210 | 6.112.232 | Neu | +100,0% | |
| Wealth Intelligence, LLC | 226.035 | 0 | 226.035 | 4.804.057 | Neu | +100,0% | |
| Berger Financial Group, Inc | 84.265 | 84.265 | 0 | 4.249.225 | Unverändert | 0,0% | |
| EXCHANGE TRADED CONCEPTS, LLC | 64.000 | 0 | 64.000 | 3.227.315 | Neu | +100,0% | |
| Atria Investments, Inc | 107.918 | 103.071 | 4.847 | 3.215.960 | Aufgestockt | +4,7% | |
| ENVESTNET ASSET MANAGEMENT INC | 120.316 | 98.683 | 21.633 | 2.947.189 | Aufgestockt | +21,9% | |
| Greenspring Advisors, LLC | 53.121 | 53.121 | 0 | 2.678.726 | Unverändert | 0,0% | |
| Kestra Advisory Services, LLC | 106.734 | 105.360 | 1.374 | 2.579.557 | Aufgestockt | +1,3% | |
| Austin Wealth Management, LLC | 45.512 | 0 | 45.512 | 2.372.923 | Neu | +100,0% | |
| ENTREWEALTH, LLC | 45.512 | 45.512 | 0 | 2.295.024 | Unverändert | 0,0% | |
| WESCAP Management Group, Inc. | 38.397 | 38.397 | 0 | 1.936.287 | Unverändert | 0,0% | |
| Paul R. Ried Financial Group, LLC | 35.666 | 35.666 | 0 | 1.798.522 | Unverändert | 0,0% | |
| ROYAL BANK OF CANADA | 41.036 | 7.871 | 33.165 | 1.681.000 | Aufgestockt | +421,4% | |
| Aspect Partners, LLC | 30.742 | 30.742 | 0 | 1.550.237 | Unverändert | 0,0% | |
| OneAscent Family Office, LLC | 52.020 | 49.766 | 2.254 | 1.550.198 | Aufgestockt | +4,5% | |
| DAYMARK WEALTH PARTNERS, LLC | 26.199 | 26.199 | 0 | 1.321.135 | Unverändert | 0,0% | |
| TWIN PEAKS WEALTH ADVISORS, LLC | 25.569 | 25.569 | 0 | 1.289.356 | Unverändert | 0,0% | |
| CAHILL FINANCIAL ADVISORS INC | 25.509 | 25.509 | 0 | 1.286.331 | Unverändert | 0,0% | |
| JANE STREET GROUP, LLC | 38.719 | 23.842 | 14.877 | 1.174.520 | Aufgestockt | +62,4% | |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 20.922 | 20.922 | 0 | 1.055.038 | Unverändert | 0,0% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 21.022 | 0 | 21.022 | 1.049.510 | Neu | +100,0% | |
| Prism Advisors, Inc. | 20.560 | 20.560 | 0 | 1.036.797 | Unverändert | 0,0% | |
| Empirical Asset Management, LLC | 19.537 | 19.537 | 0 | 985.184 | Unverändert | 0,0% | |
| Walkner Condon Financial Advisors LLC | 18.944 | 19.073 | -129 | 955.288 | Reduziert | -0,7% | |
| First Heartland Consultants, Inc. | 30.366 | 31.487 | -1.121 | 904.907 | Reduziert | -3,6% | |
| Chicago Partners Investment Group LLC | 16.265 | 16.166 | 99 | 870.323 | Aufgestockt | +0,6% | |
| HighTower Advisors, LLC | 16.553 | 16.488 | 65 | 834.705 | Aufgestockt | +0,4% | |
| Triumph Capital Management | 16.116 | 0 | 16.116 | 811.037 | Neu | +100,0% | |
| Parkside Financial Bank & Trust | 15.535 | 15.535 | 0 | 783.381 | Unverändert | 0,0% | |
| Simplicity Wealth,LLC | 24.467 | 0 | 24.467 | 661.781 | Neu | +100,0% | |
| Well Done, LLC | 10.682 | 10.682 | 0 | 538.660 | Unverändert | 0,0% | |
| BLAIR WILLIAM & CO/IL | 10.280 | 10.280 | 0 | 517.937 | Unverändert | 0,0% | |
| Wealthcare Advisory Partners LLC | 10.126 | 10.126 | 0 | 510.627 | Unverändert | 0,0% | |
| CITADEL ADVISORS LLC | 21.079 | 22.077 | -998 | 509.437 | Reduziert | -4,5% | |
| OneAscent Investment Solutions LLC | 16.116 | 14.630 | 1.486 | 480.269 | Aufgestockt | +10,2% | |
| GTS SECURITIES LLC | 16.797 | 68.045 | -51.248 | 454.325 | Reduziert | -75,3% | |
| OSAIC HOLDINGS, INC. | 15.720 | 6.506 | 9.214 | 432.745 | Aufgestockt | +141,6% | |
| General Partner, Inc. | 8.555 | 8.555 | 0 | 431.401 | Unverändert | 0,0% | |
| Nvest Wealth Strategies, Inc. | 8.437 | 8.437 | 0 | 425.473 | Unverändert | 0,0% | |
| Strategic Blueprint, LLC | 13.092 | 12.811 | 281 | 390.142 | Aufgestockt | +2,2% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| Sepio Capital, LP | 13.567.023 | 13.121.221 | +3,4% | 480.063.694 | 60,84 | 11 Q |
| Financial Security Advisor, Inc. | 2.105.207 | 1.900.096 | +10,8% | 104.155.115 | 13,20 | 7 Q |
| OneAscent Financial Services LLC | 1.604.453 | 1.470.256 | +9,1% | 47.812.712 | 6,06 | 7 Q |
| Cooper Financial Group | 869.916 | 0 | +100,0% | 23.529.401 | 2,98 | 1 Q |
| OneAscent Wealth Management LLC | 581.253 | 530.851 | +9,5% | 17.321.339 | 2,20 | 8 Q |
| Cresset Asset Management, LLC | 317.521 | 317.521 | 0,0% | 16.011.568 | 2,03 | 3 Q |
| FMR LLC | 235.966 | 0 | +100,0% | 11.780.448 | 1,49 | 1 Q |
| Arkadios Wealth Advisors | 231.007 | 230.710 | +0,1% | 11.429.072 | 1,45 | 2 Q |
| VestGen Advisors, LLC | 337.417 | 0 | +100,0% | 8.112.719 | 1,03 | 1 Q |
| FIDUCIENT ADVISORS LLC | 126.131 | 126.131 | 0,0% | 6.360.367 | 0,81 | 3 Q |
| Private Wealth Asset Management, LLC | 121.210 | 0 | +100,0% | 6.112.232 | 0,77 | 1 Q |
| Wealth Intelligence, LLC | 226.035 | 0 | +100,0% | 4.804.057 | 0,61 | 1 Q |
| Berger Financial Group, Inc | 84.265 | 84.265 | 0,0% | 4.249.225 | 0,54 | 3 Q |
| EXCHANGE TRADED CONCEPTS, LLC | 64.000 | 0 | +100,0% | 3.227.315 | 0,41 | 1 Q |
| Atria Investments, Inc | 107.918 | 103.071 | +4,7% | 3.215.960 | 0,41 | 8 Q |
| ENVESTNET ASSET MANAGEMENT INC | 120.316 | 98.683 | +21,9% | 2.947.189 | 0,37 | 7 Q |
| Greenspring Advisors, LLC | 53.121 | 53.121 | 0,0% | 2.678.726 | 0,34 | 2 Q |
| Kestra Advisory Services, LLC | 106.734 | 105.360 | +1,3% | 2.579.557 | 0,33 | 5 Q |
| ENTREWEALTH, LLC | 45.512 | 45.512 | 0,0% | 2.295.024 | 0,29 | 3 Q |
| WESCAP Management Group, Inc. | 38.397 | 38.397 | 0,0% | 1.936.287 | 0,25 | 3 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 71 | 22,0 | 789 |
| 31.12.2025 | ✓ | 60 | 19,2 | 713 |
| 30.09.2025 | ✓ | 50 | 18,6 | 677 |
| 30.06.2025 | ✓ | 23 | 10,7 | 342 |
| 31.03.2025 | ✓ | 19 | 10,2 | 315 |
| 31.12.2024 | ✓ | 15 | 9,1 | 278 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Arkadios Wealth Advisors | 230.710 | 11.610.611 |
| Greenspring Advisors, LLC | 53.121 | 2.730.471 |
| TWIN PEAKS WEALTH ADVISORS, LLC | 25.569 | 1.372.774 |
| Prism Advisors, Inc. | 20.560 | 1.056.825 |
| Walkner Condon Financial Advisors LLC | 19.073 | 980.374 |
| Well Done, LLC | 10.682 | 549.065 |
| CITADEL ADVISORS LLC | 22.077 | 542.432 |
| Nvest Wealth Strategies, Inc. | 8.437 | 433.692 |
| Black Diamond Financial, LLC | 11.093 | 400.899 |
| Values First Advisors, Inc. | 825 | 24.296 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| OneAscent Financial Services LLC | 1.470.256 | 774.484 | +111.3 % | 43.299.041 |
| Financial Security Advisor, Inc. | 1.900.096 | 463.845 | +32.3 % | 95.623.272 |
| OneAscent Wealth Management LLC | 530.851 | 160.489 | +43.3 % | 15.633.562 |
| Sepio Capital, LP | 13.121.221 | 104.562 | +0.8 % | 474.198.308 |
| ENVESTNET ASSET MANAGEMENT INC | 98.683 | 66.448 | +206.1 % | 2.405.369 |
| GTS SECURITIES LLC | 68.045 | 37.629 | +123.7 % | 2.958.120 |
| Cambridge Investment Research Advisors, Inc. | 214.460 | 18.901 | +9.7 % | 8.034 |
| OneAscent Family Office, LLC | 49.766 | 12.007 | +31.8 % | 1.465.609 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13.990 | 7.010 | +100.4 % | 503.079 |
| Plan A Wealth LLC | 12.365 | 5.036 | +68.7 % | 364.149 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Atria Investments, Inc | 103.071 | -319.450 | -75.6 % | 3.035.441 |
| First Heartland Consultants, Inc. | 31.487 | -21.410 | -40.5 % | 927.292 |
| JANE STREET GROUP, LLC | 23.842 | -6.993 | -22.7 % | 774.875 |
| Austin Wealth Management, LLC | 45.512 | -3.797 | -7.7 % | 2.372.923 |
| ENTREWEALTH, LLC | 45.512 | -3.797 | -7.7 % | 2.423.404 |
| IFP Advisors, Inc | 6.224 | -119 | -1.9 % | 183.297 |
| Capital Investment Advisory Services, LLC | 357 | -18 | -4.8 % | 8.771 |
| Farther Finance Advisors, LLC | 81 | -5 | -5.8 % | 4.076 |