Stammdaten
Unternehmen & Branche
| Name | Corundum Trust Company, INC |
|---|---|
| Ticker | |
| CIK | 0001987720 |
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 |
|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 350.664 | 287.891 | 62.773 | 19.819.506 | Aufgestockt | +21,8% | |
| BANK OF AMERICA CORP /DE/ | 304.657 | 304.033 | 624 | 17.219.217 | Aufgestockt | +0,2% | |
| MORGAN STANLEY | 238.611 | 206.278 | 32.333 | 13.486.337 | Aufgestockt | +15,7% | |
| Endowment Wealth Management, Inc. | 226.685 | 203.555 | 23.130 | 12.812.208 | Aufgestockt | +11,4% | |
| WELLS FARGO & COMPANY/MN | 140.611 | 128.143 | 12.468 | 7.947.336 | Aufgestockt | +9,7% | |
| LPL Financial LLC | 134.828 | 106.011 | 28.817 | 7.620.504 | Aufgestockt | +27,2% | |
| Aletheian Wealth Advisors LLC | 131.579 | 0 | 131.579 | 7.436.858 | Neu | +100,0% | |
| Beta Wealth Group, Inc. | 105.293 | 0 | 105.293 | 7.062.446 | Neu | +100,0% | |
| ENVESTNET ASSET MANAGEMENT INC | 121.442 | 60.536 | 60.906 | 6.863.881 | Aufgestockt | +100,6% | |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 94.357 | 0 | 94.357 | 6.328.877 | Neu | +100,0% | |
| AXXCESS WEALTH MANAGEMENT, LLC | 74.345 | 0 | 74.345 | 4.986.664 | Neu | +100,0% | |
| Crestwood Advisors Group, LLC | 70.000 | 70.000 | 0 | 3.956.400 | Unverändert | 0,0% | |
| Clark Capital Management Group, Inc. | 67.215 | 0 | 67.215 | 3.798.991 | Neu | +100,0% | |
| Traction Financial Partners, LLC | 55.791 | 0 | 55.791 | 3.742.156 | Neu | +100,0% | |
| Corundum Trust Company, INC | 296.750 | 595.697 | -298.947 | 2.766.748 | Reduziert | -50,2% | |
| Farther Finance Advisors, LLC | 47.678 | 46.464 | 1.214 | 2.706.145 | Aufgestockt | +2,6% | |
| JANE STREET GROUP, LLC | 33.203 | 11.459 | 21.744 | 1.876.634 | Aufgestockt | +189,8% | |
| Global Retirement Partners, LLC | 27.361 | 0 | 27.361 | 1.835.232 | Neu | +100,0% | |
| MML INVESTORS SERVICES, LLC | 28.629 | 31.313 | -2.684 | 1.618.134 | Reduziert | -8,6% | |
| UBS Group AG | 26.827 | 18.716 | 8.111 | 1.516.263 | Aufgestockt | +43,3% | |
| Cynosure Group, LLC | 21.519 | 0 | 21.519 | 1.443.389 | Neu | +100,0% | |
| Darwin Wealth Management, LLC | 19.155 | 19.347 | -192 | 1.082.681 | Reduziert | -1,0% | |
| Hyundai Investments Co., Ltd. | 17.629 | 6.426 | 11.203 | 972.063 | Aufgestockt | +174,3% | |
| GOLDMAN SACHS GROUP INC | 14.115 | 0 | 14.115 | 946.750 | Neu | +100,0% | |
| LFA - Lugano Financial Advisors SA | 16.144 | 15.906 | 238 | 912.436 | Aufgestockt | +1,5% | |
| NTV ASSET MANAGEMENT LLC | 15.740 | 21.475 | -5.735 | 889.625 | Reduziert | -26,7% | |
| O'ROURKE & COMPANY, Inc | 14.798 | 12.024 | 2.774 | 836.398 | Aufgestockt | +23,1% | |
| Brooklyn Investment Group | 13.912 | 8.787 | 5.125 | 786.283 | Aufgestockt | +58,3% | |
| OSAIC HOLDINGS, INC. | 13.792 | 23.672 | -9.880 | 780.530 | Reduziert | -41,7% | |
| Cetera Investment Advisers | 13.706 | 3.380 | 10.326 | 774.661 | Aufgestockt | +305,5% | |
| CITADEL ADVISORS LLC | 13.600 | 0 | 13.600 | 768.672 | Neu | +100,0% | |
| NATIONAL BANK OF CANADA /FI/ | 12.921 | 12.472 | 449 | 730.295 | Aufgestockt | +3,6% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12.693 | 42.864 | -30.171 | 717.408 | Reduziert | -70,4% | |
| VestGen Advisors, LLC | 10.453 | 0 | 10.453 | 701.125 | Neu | +100,0% | |
| ROYAL BANK OF CANADA | 11.338 | 12.135 | -797 | 641.000 | Reduziert | -6,6% | |
| GTS SECURITIES LLC | 10.834 | 6.488 | 4.346 | 612.338 | Aufgestockt | +67,0% | |
| ASHTON THOMAS SECURITIES, LLC | 10.727 | 10.725 | 2 | 606.286 | Aufgestockt | 0,0% | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9.559 | 1.150 | 8.409 | 540.275 | Aufgestockt | +731,2% | |
| Equitable Holdings, Inc. | 6.698 | 6.126 | 572 | 449.262 | Aufgestockt | +9,3% | |
| Legacy Capital Wealth Partners, LLC | 7.909 | 12.723 | -4.814 | 447.006 | Reduziert | -37,8% | |
| Belvedere Trading LLC | 7.838 | 0 | 7.838 | 443.004 | Neu | +100,0% | |
| PCG Wealth Advisors, LLC | 6.507 | 0 | 6.507 | 436.446 | Neu | +100,0% | |
| CreativeOne Wealth, LLC | 7.399 | 7.031 | 368 | 418.188 | Aufgestockt | +5,2% | |
| Compound Planning, Inc. | 6.948 | 0 | 6.948 | 392.701 | Neu | +100,0% | |
| Arax Advisory Partners | 6.053 | 18.731 | -12.678 | 342.114 | Reduziert | -67,7% | |
| PRINCIPAL SECURITIES, INC. | 5.796 | 0 | 5.796 | 327.611 | Neu | +100,0% | |
| Joseph P. Lucia & Associates, LLC | 5.771 | 5.771 | 0 | 326.177 | Unverändert | 0,0% | |
| Advyzon Investment Management, LLC | 5.481 | 5.122 | 359 | 309.740 | Aufgestockt | +7,0% | |
| Fort Point Capital Partners LLC | 5.338 | 7.556 | -2.218 | 301.704 | Reduziert | -29,4% | |
| Private Advisor Group, LLC | 5.252 | 0 | 5.252 | 296.863 | Neu | +100,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 350.664 | 287.891 | +21,8% | 19.819.506 | 15,08 | 6 Q |
| BANK OF AMERICA CORP /DE/ | 304.657 | 304.033 | +0,2% | 17.219.217 | 13,10 | 9 Q |
| MORGAN STANLEY | 238.611 | 206.278 | +15,7% | 13.486.337 | 10,26 | 11 Q |
| Endowment Wealth Management, Inc. | 226.685 | 203.555 | +11,4% | 12.812.208 | 9,75 | 11 Q |
| WELLS FARGO & COMPANY/MN | 140.611 | 128.143 | +9,7% | 7.947.336 | 6,05 | 11 Q |
| LPL Financial LLC | 134.828 | 106.011 | +27,2% | 7.620.504 | 5,80 | 11 Q |
| Aletheian Wealth Advisors LLC | 131.579 | 0 | +100,0% | 7.436.858 | 5,66 | 9 Q |
| ENVESTNET ASSET MANAGEMENT INC | 121.442 | 60.536 | +100,6% | 6.863.881 | 5,22 | 11 Q |
| Crestwood Advisors Group, LLC | 70.000 | 70.000 | 0,0% | 3.956.400 | 3,01 | 2 Q |
| Clark Capital Management Group, Inc. | 67.215 | 0 | +100,0% | 3.798.991 | 2,89 | 6 Q |
| Corundum Trust Company, INC | 296.750 | 595.697 | -50,2% | 2.766.748 | 2,10 | 9 Q |
| Farther Finance Advisors, LLC | 47.678 | 46.464 | +2,6% | 2.706.145 | 2,06 | 5 Q |
| JANE STREET GROUP, LLC | 33.203 | 11.459 | +189,8% | 1.876.634 | 1,43 | 9 Q |
| MML INVESTORS SERVICES, LLC | 28.629 | 31.313 | -8,6% | 1.618.134 | 1,23 | 11 Q |
| UBS Group AG | 26.827 | 18.716 | +43,3% | 1.516.263 | 1,15 | 11 Q |
| Darwin Wealth Management, LLC | 19.155 | 19.347 | -1,0% | 1.082.681 | 0,82 | 11 Q |
| Hyundai Investments Co., Ltd. | 17.629 | 6.426 | +174,3% | 972.063 | 0,74 | 2 Q |
| LFA - Lugano Financial Advisors SA | 16.144 | 15.906 | +1,5% | 912.436 | 0,69 | 11 Q |
| NTV ASSET MANAGEMENT LLC | 15.740 | 21.475 | -26,7% | 889.625 | 0,68 | 11 Q |
| O'ROURKE & COMPANY, Inc | 14.798 | 12.024 | +23,1% | 836.398 | 0,64 | 4 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 96 | 2,6 | 131 |
| 31.12.2025 | ✓ | 96 | 3,5 | 182 |
| 30.09.2025 | ✓ | 100 | 4,5 | 246 |
| 30.06.2025 | ✓ | 96 | 3,6 | 173 |
| 31.03.2025 | ✓ | 90 | 6,4 | 135 |
| 31.12.2024 | ✓ | 87 | 7,4 | 196 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 94.357 | 6.328.877 |
| Crestwood Advisors Group, LLC | 70.000 | 4.695.180 |
| GOLDMAN SACHS GROUP INC | 14.115 | 946.750 |
| Brooklyn Investment Group | 8.787 | 593.710 |
| PCG Wealth Advisors, LLC | 6.507 | 436.446 |
| GTS SECURITIES LLC | 6.488 | 435.176 |
| Hyundai Investments Co., Ltd. | 6.426 | 432.663 |
| Tidal Investments LLC | 4.007 | 268.766 |
| HighPoint Advisor Group LLC | 3.569 | 239.390 |
| Integrated Wealth Concepts LLC | 3.471 | 232.791 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 287.891 | 228.933 | +388.3 % | 19.309.937 |
| AXXCESS WEALTH MANAGEMENT, LLC | 74.345 | 26.558 | +55.6 % | 4.986.664 |
| BANK OF AMERICA CORP /DE/ | 304.033 | 23.928 | +8.5 % | 20.392.691 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42.864 | 19.277 | +81.7 % | 2.875.060 |
| Endowment Wealth Management, Inc. | 203.555 | 10.673 | +5.5 % | 13.653.247 |
| ROYAL BANK OF CANADA | 12.135 | 5.542 | +84.1 % | 813.000 |
| MML INVESTORS SERVICES, LLC | 31.313 | 3.213 | +11.4 % | 2.100.301 |
| Traction Financial Partners, LLC | 55.791 | 3.059 | +5.8 % | 3.742.156 |
| O'ROURKE & COMPANY, Inc | 12.024 | 2.535 | +26.7 % | 806.515 |
| Fort Point Capital Partners LLC | 7.556 | 2.218 | +41.6 % | 528.598 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Corundum Trust Company, INC | 595.697 | -304.883 | -33.9 % | 2.744.971 |
| Beacon Capital Management, Inc. | 1.681 | -223.376 | -99.3 % | 112.751 |
| LPL Financial LLC | 106.011 | -107.530 | -50.4 % | 7.110.600 |
| ENVESTNET ASSET MANAGEMENT INC | 60.536 | -103.479 | -63.1 % | 4.060.394 |
| Arax Advisory Partners | 18.731 | -101.282 | -84.4 % | 1.256.357 |
| MORGAN STANLEY | 206.278 | -83.027 | -28.7 % | 13.835.917 |
| UBS Group AG | 18.716 | -23.947 | -56.1 % | 1.255.357 |
| WELLS FARGO & COMPANY/MN | 128.143 | -14.930 | -10.4 % | 8.595.061 |
| OSAIC HOLDINGS, INC. | 23.672 | -6.807 | -22.3 % | 1.589.188 |
| Cambridge Investment Research Advisors, Inc. | 9.999 | -6.070 | -37.8 % | 671 |