Stammdaten
Unternehmen & Branche
| Name | MERCER GLOBAL ADVISORS INC /ADV |
|---|---|
| Ticker | |
| CIK | 0000853758 |
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 |
|---|---|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 31.830.127 | 31.787.963 | 42.164 | 1.044.664.752 | Aufgestockt | +0,1% | |
| ENVESTNET ASSET MANAGEMENT INC | 439.750 | 0 | 439.750 | 15.415.436 | Neu | +100,0% | |
| Cerity Partners LLC | 187.339 | 169.535 | 17.804 | 6.148.463 | Aufgestockt | +10,5% | |
| Integrated Advisors Network LLC | 114.697 | 110.809 | 3.888 | 4.020.719 | Aufgestockt | +3,5% | |
| ROYAL BANK OF CANADA | 47.656 | 22.017 | 25.639 | 1.633.000 | Aufgestockt | +116,5% | |
| MERCER GLOBAL ADVISORS INC /ADV | 48.492 | 48.529 | -37 | 1.613.549 | Reduziert | -0,1% | |
| BlackRock, Inc. | 32.191 | 0 | 32.191 | 1.056.509 | Neu | +100,0% | |
| OLD MISSION CAPITAL LLC | 26.656 | 9.701 | 16.955 | 934.426 | Aufgestockt | +174,8% | |
| Saxony Capital Management, LLC | 21.677 | 21.664 | 13 | 540.601 | Aufgestockt | +0,1% | |
| Mariner, LLC | 16.226 | 16.226 | 0 | 532.544 | Unverändert | 0,0% | |
| Fulcrum Asset Management LLP | 28.982 | 0 | 28.982 | 437.628 | Neu | +100,0% | |
| Arkadios Wealth Advisors | 5.993 | 0 | 5.993 | 280.224 | Neu | +100,0% | |
| OSAIC HOLDINGS, INC. | 7.783 | 6.738 | 1.045 | 255.755 | Aufgestockt | +15,5% | |
| CITADEL ADVISORS LLC | 7.747 | 0 | 7.747 | 244.708 | Neu | +100,0% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.274 | 12.372 | -5.098 | 238.733 | Reduziert | -41,2% | |
| Asset Allocation Strategies LLC | 2.498 | 0 | 2.498 | 231.725 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 5.939 | 11.992 | -6.053 | 208.192 | Reduziert | -50,5% | |
| Inspire Investing, LLC | 7.530 | 0 | 7.530 | 98.112 | Neu | +100,0% | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 800 | 0 | 800 | 18.781 | Neu | +100,0% | |
| Steward Partners Investment Advisory, LLC | 409 | 409 | 0 | 14.337 | Unverändert | 0,0% | |
| UBS Group AG | 184 | 0 | 184 | 6.151 | Neu | +100,0% | |
| GROUP ONE TRADING LLC | 200 | 0 | 200 | 5.016 | Neu | +100,0% | |
| Caitong International Asset Management Co., Ltd | 104 | 0 | 104 | 1.824 | Neu | +100,0% | |
| Forum Finance Group S.A. | 36.880 | 0 | 36.880 | 968 | Neu | +100,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 31.830.127 | 31.787.963 | +0,1% | 1.044.664.752 | 96,91 | 3 Q |
| ENVESTNET ASSET MANAGEMENT INC | 439.750 | 0 | +100,0% | 15.415.436 | 1,43 | 9 Q |
| Cerity Partners LLC | 187.339 | 169.535 | +10,5% | 6.148.463 | 0,57 | 2 Q |
| Integrated Advisors Network LLC | 114.697 | 110.809 | +3,5% | 4.020.719 | 0,37 | 10 Q |
| ROYAL BANK OF CANADA | 47.656 | 22.017 | +116,5% | 1.633.000 | 0,15 | 16 Q |
| MERCER GLOBAL ADVISORS INC /ADV | 48.492 | 48.529 | -0,1% | 1.613.549 | 0,15 | 11 Q |
| BlackRock, Inc. | 32.191 | 0 | +100,0% | 1.056.509 | 0,10 | 1 Q |
| OLD MISSION CAPITAL LLC | 26.656 | 9.701 | +174,8% | 934.426 | 0,09 | 5 Q |
| Saxony Capital Management, LLC | 21.677 | 21.664 | +0,1% | 540.601 | 0,05 | 6 Q |
| Mariner, LLC | 16.226 | 16.226 | 0,0% | 532.544 | 0,05 | 3 Q |
| Fulcrum Asset Management LLP | 28.982 | 0 | +100,0% | 437.628 | 0,04 | 1 Q |
| OSAIC HOLDINGS, INC. | 7.783 | 6.738 | +15,5% | 255.755 | 0,02 | 4 Q |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.274 | 12.372 | -41,2% | 238.733 | 0,02 | 6 Q |
| Asset Allocation Strategies LLC | 2.498 | 0 | +100,0% | 231.725 | 0,02 | 1 Q |
| JANE STREET GROUP, LLC | 5.939 | 11.992 | -50,5% | 208.192 | 0,02 | 10 Q |
| Steward Partners Investment Advisory, LLC | 409 | 409 | 0,0% | 14.337 | 0,00 | 3 Q |
| Caitong International Asset Management Co., Ltd | 104 | 0 | +100,0% | 1.824 | 0,00 | 1 Q |
| Forum Finance Group S.A. | 36.880 | 0 | +100,0% | 968 | 0,00 | 1 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 19 | 32,9 | 1.078 |
| 31.12.2025 | ✓ | 18 | 32,2 | 1.018 |
| 30.09.2025 | ✓ | 19 | 35,8 | 1.058 |
| 30.06.2025 | ✓ | 17 | 34,5 | 1.006 |
| 31.03.2025 | ✓ | 11 | 33,9 | 943 |
| 31.12.2024 | ✓ | 11 | 0,4 | 14 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Cerity Partners LLC | 169.535 | 5.355.176 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12.372 | 390.799 |
| Inspire Investing, LLC | 7.530 | 98.112 |
| UBS Group AG | 184 | 6.151 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Integrated Advisors Network LLC | 110.809 | 7.520 | +7.3 % | 3.704.604 |
| OSAIC HOLDINGS, INC. | 6.738 | 6.708 | +22360.0 % | 212.592 |
| Arkadios Wealth Advisors | 5.993 | 122 | +2.1 % | 280.224 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 31.787.963 | -342.820 | -1.1 % | 1.004.099.090 |
| ROYAL BANK OF CANADA | 22.017 | -30.262 | -57.9 % | 706.000 |
| MERCER GLOBAL ADVISORS INC /ADV | 48.529 | -17.084 | -26.0 % | 1.551.100 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 800 | -17.075 | -95.5 % | 18.781 |
| Saxony Capital Management, LLC | 21.664 | -8.527 | -28.2 % | 508.584 |
| OLD MISSION CAPITAL LLC | 9.701 | -5.835 | -37.6 % | 324.325 |
| CITADEL ADVISORS LLC | 7.747 | -3.726 | -32.5 % | 244.708 |
| JANE STREET GROUP, LLC | 11.992 | -2.395 | -16.6 % | 400.919 |
| Mariner, LLC | 16.226 | -1 | 0.0 % | 512.544 |