Stammdaten
Unternehmen & Branche
| Name | GLOBALT Investments LLC / GA |
|---|---|
| Ticker | – |
| CIK | 0002011891 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Sitz & Kontakt
| Sitz (Inkorporation) | GA |
|---|---|
| Geschäftsadresse | 3200 WINDY HILL ROAD, SE SUITE 1550E, 30339 ATLANTA, GA |
| Telefon | 4043646631 |
| EIN (IRS) | 93-2429949 |
Listing & Historie
| Fiskaljahr-Ende | 31.12. |
|---|
Externe Quelle: SEC EDGAR »
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten. | ||||||||
Fondsaktivität (Vorquartalsvergleich) ⓘ
⚠ Vorläufige Daten: Erst 3394 von typischerweise 8409 Fonds (40 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| GLOBALT Investments LLC / GA | 1.659.459 | 0 | 1.659.459 | 50.223.520 | Neu | +100,0% | |
| ENVESTNET ASSET MANAGEMENT INC | 1.464.939 | 0 | 1.464.939 | 44.336.386 | Neu | +100,0% | |
| PARK AVENUE SECURITIES LLC | 975.018 | 985.672 | -10.654 | 29.309.000 | Reduziert | -1,1% | |
| LPL Financial LLC | 560.006 | 0 | 560.006 | 16.948.567 | Neu | +100,0% | |
| ST GERMAIN D J CO INC | 460.901 | 472.919 | -12.018 | 13.854.691 | Reduziert | -2,5% | |
| PAYDEN & RYGEL | 261.000 | 0 | 261.000 | 7.899.000 | Neu | +100,0% | |
| 3EDGE Asset Management, LP | 243.149 | 42.915 | 200.234 | 7.309.059 | Aufgestockt | +466,6% | |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 189.076 | 217.248 | -28.172 | 5.683.637 | Reduziert | -13,0% | |
| Tower Research Capital LLC (TRC) | 171.996 | 0 | 171.996 | 5.205.459 | Neu | +100,0% | |
| TRUIST FINANCIAL CORP | 135.272 | 125.579 | 9.693 | 4.066.286 | Aufgestockt | +7,7% | |
| Nova R Wealth, Inc. | 111.867 | 0 | 111.867 | 3.385.655 | Neu | +100,0% | |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 108.925 | 105.920 | 3.005 | 3.274.274 | Aufgestockt | +2,8% | |
| CITADEL ADVISORS LLC | 95.354 | 0 | 95.354 | 2.885.889 | Neu | +100,0% | |
| SEI INVESTMENTS CO | 68.100 | 0 | 68.100 | 2.061.047 | Neu | +100,0% | |
| MML INVESTORS SERVICES, LLC | 63.990 | 0 | 63.990 | 1.936.647 | Neu | +100,0% | |
| Pinnacle Financial Partners, Inc. | 58.922 | 0 | 58.922 | 1.783.488 | Neu | +100,0% | |
| Cetera Investment Advisers | 41.270 | 0 | 41.270 | 1.249.023 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 35.128 | 0 | 35.128 | 1.063.149 | Neu | +100,0% | |
| OSAIC HOLDINGS, INC. | 35.006 | 0 | 35.006 | 1.059.588 | Neu | +100,0% | |
| Cambridge Investment Research Advisors, Inc. | 26.656 | 13.272 | 13.384 | 802.000 | Aufgestockt | +100,8% | |
| Schwallier Wealth Management LLC | 20.493 | 0 | 20.493 | 620.208 | Neu | +100,0% | |
| American State Bank (Iowa) | 19.042 | 15.432 | 3.610 | 572.403 | Aufgestockt | +23,4% | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 17.334 | 0 | 17.334 | 518.460 | Neu | +100,0% | |
| Simplicity Wealth,LLC | 14.831 | 0 | 14.831 | 448.871 | Neu | +100,0% | |
| StoneX Group Inc. | 12.706 | 0 | 12.706 | 384.547 | Neu | +100,0% | |
| ARWA LLC | 10.345 | 0 | 10.345 | 308.451 | Neu | +100,0% | |
| Breakwater Investment Management | 3.183 | 0 | 3.183 | 96.334 | Neu | +100,0% | |
| CWM, LLC | 2.100 | 0 | 2.100 | 63.557 | Neu | +100,0% | |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 626 | 620 | 6 | 18.823 | Aufgestockt | +1,0% | |
| CoreCap Advisors, LLC | 606 | 599 | 7 | 18.216 | Aufgestockt | +1,2% | |
| Aptus Capital Advisors, LLC | 289 | 0 | 289 | 8.747 | Neu | +100,0% | |
| AE Wealth Management LLC | 235 | 0 | 235 | 7.112 | Neu | +100,0% | |
| Nova Wealth Management, Inc. | 192 | 192 | 0 | 5.772 | Unverändert | 0,0% | |
| MORGAN STANLEY | 141 | 0 | 141 | 4.267 | Neu | +100,0% | |
| NewEdge Advisors, LLC | 106 | 0 | 106 | 3.208 | Neu | +100,0% | |
| Blue Trust, Inc. | 97 | 0 | 97 | 2.936 | Neu | +100,0% | |
| BLAIR WILLIAM & CO/IL | 60 | 0 | 60 | 1.825 | Neu | +100,0% | |
| PRIVATE TRUST CO NA | 56 | 68 | -12 | 1.683 | Reduziert | -17,6% |
Top-Fondshalter (Stand: 30.06.2026) ⓘ
⚠ Vorläufige Daten: Erst 3394 von typischerweise 8409 Fonds (40 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| PARK AVENUE SECURITIES LLC | 975.018 | 985.672 | -1,1% | 29.309.000 | 44,58 | – | 16 Q |
| ST GERMAIN D J CO INC | 460.901 | 472.919 | -2,5% | 13.854.691 | 21,07 | 0 % | 8 Q |
| 3EDGE Asset Management, LP | 243.149 | 42.915 | +466,6% | 7.309.059 | 11,12 | 4 % | 7 Q |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 189.076 | 217.248 | -13,0% | 5.683.637 | 8,65 | 0 % | 3 Q |
| TRUIST FINANCIAL CORP | 135.272 | 125.579 | +7,7% | 4.066.286 | 6,19 | 0 % | 16 Q |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 108.925 | 105.920 | +2,8% | 3.274.274 | 4,98 | – | 13 Q |
| Cambridge Investment Research Advisors, Inc. | 26.656 | 13.272 | +100,8% | 802.000 | 1,22 | – | 15 Q |
| American State Bank (Iowa) | 19.042 | 15.432 | +23,4% | 572.403 | 0,87 | 100 % | 3 Q |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 17.334 | 0 | +100,0% | 518.460 | 0,79 | – | 8 Q |
| ARWA LLC | 10.345 | 0 | +100,0% | 308.451 | 0,47 | 0 % | 1 Q |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 626 | 620 | +1,0% | 18.823 | 0,03 | 0 % | 7 Q |
| CoreCap Advisors, LLC | 606 | 599 | +1,2% | 18.216 | 0,03 | 0 % | 5 Q |
| Nova Wealth Management, Inc. | 192 | 192 | 0,0% | 5.772 | 0,01 | 100 % | 2 Q |
| PRIVATE TRUST CO NA | 56 | 68 | -17,6% | 1.683 | 0,00 | 100 % | 14 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 30.06.2026 | vorl. | 14 | 2,2 | 66 |
| 31.03.2026 | ✓ | 36 | 6,7 | 202 |
| 31.12.2025 | ✓ | 32 | 7,0 | 200 |
| 30.09.2025 | ✓ | 311 | 64,9 | 1.541 |
| 30.06.2025 | ✓ | 314 | 69,3 | 1.643 |
| 31.03.2025 | ✓ | 301 | 79,3 | 1.877 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) |
|---|---|---|
| PARK AVENUE SECURITIES LLC | 985.672 | 29.831.000 |
| PAYDEN & RYGEL | 261.000 | 7.899.000 |
| SEI INVESTMENTS CO | 68.100 | 2.061.047 |
| Schwallier Wealth Management LLC | 20.493 | 620.208 |
| CWM, LLC | 2.100 | 63.557 |
| Aptus Capital Advisors, LLC | 289 | 8.747 |
| Nova Wealth Management, Inc. | 192 | 5.811 |
| PRIVATE TRUST CO NA | 68 | 2.058 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| LPL Financial LLC | 560.006 | 458.423 | +451.3 % | 16.948.567 |
| Tower Research Capital LLC (TRC) | 171.996 | 86.192 | +100.5 % | 5.205.459 |
| ENVESTNET ASSET MANAGEMENT INC | 1.464.939 | 75.967 | +5.5 % | 44.336.386 |
| CITADEL ADVISORS LLC | 95.354 | 67.892 | +247.2 % | 2.885.889 |
| TRUIST FINANCIAL CORP | 125.579 | 17.099 | +15.8 % | 3.800.659 |
| OSAIC HOLDINGS, INC. | 35.006 | 16.020 | +84.4 % | 1.059.588 |
| StoneX Group Inc. | 12.706 | 5.500 | +76.3 % | 384.547 |
| American State Bank (Iowa) | 15.432 | 2.360 | +18.1 % | 467.050 |
| Cambridge Investment Research Advisors, Inc. | 13.272 | 2.262 | +20.5 % | 402.000 |
| Pinnacle Financial Partners, Inc. | 58.922 | 265 | +0.5 % | 1.783.488 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| GLOBALT Investments LLC / GA | 1.659.459 | -2.165.559 | -56.6 % | 50.223.520 |
| JANE STREET GROUP, LLC | 35.128 | -36.860 | -51.2 % | 1.063.149 |
| MML INVESTORS SERVICES, LLC | 63.990 | -17.405 | -21.4 % | 1.936.647 |
| ST GERMAIN D J CO INC | 472.919 | -13.882 | -2.9 % | 14.312.894 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 105.920 | -7.568 | -6.7 % | 3.205.657 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 217.248 | -2.635 | -1.2 % | 6.575.025 |
| Nova R Wealth, Inc. | 111.867 | -2.235 | -2.0 % | 3.385.655 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 620 | -1.746 | -73.8 % | 18.759 |
| Blue Trust, Inc. | 97 | -949 | -90.7 % | 2.936 |
| AE Wealth Management LLC | 235 | -358 | -60.4 % | 7.112 |