Stammdaten
Unternehmen & Branche
| Name | DF DENT & CO INC |
|---|---|
| Ticker | |
| CIK | 0000934999 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Sitz & Kontakt
| Sitz (Inkorporation) | MD |
|---|---|
| Geschäftsadresse | 400 EAST PRATT STREET 7TH FLOOR, 21202 BALTIMORE, MD |
| Telefon | 4108372544 |
| EIN (IRS) | 52-1045317 |
Listing & Historie
| Fiskaljahr-Ende | 31.12. |
|---|
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 |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 9.665.282 | 7.357.633 | 2.307.649 | 680.767.084 | Aufgestockt | +31,4% | |
| LPL Financial LLC | 4.983.580 | 3.672.742 | 1.310.838 | 352.489.719 | Aufgestockt | +35,7% | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 4.044.268 | 2.776.142 | 1.268.126 | 283.089.133 | Aufgestockt | +45,7% | |
| MORGAN STANLEY | 3.722.727 | 2.695.475 | 1.027.252 | 256.621.730 | Aufgestockt | +38,1% | |
| BANK OF MONTREAL /CAN/ | 2.778.058 | 243.847 | 2.534.211 | 196.797.630 | Aufgestockt | +1039,3% | |
| JPMORGAN CHASE & CO | 2.489.866 | 0 | 2.489.866 | 161.318.454 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 1.327.046 | 337.955 | 989.091 | 82.178.702 | Aufgestockt | +292,7% | |
| RAYMOND JAMES FINANCIAL INC | 1.102.762 | 582.564 | 520.198 | 78.119.657 | Aufgestockt | +89,3% | |
| ENVESTNET ASSET MANAGEMENT INC | 1.156.271 | 768.720 | 387.551 | 76.974.656 | Aufgestockt | +50,4% | |
| RMG Wealth Management LLC | 3.062.058 | 0 | 3.062.058 | 76.643.312 | Neu | +100,0% | |
| OneDigital Investment Advisors LLC | 982.367 | 548.690 | 433.677 | 69.590.876 | Aufgestockt | +79,0% | |
| ROYAL BANK OF CANADA | 1.030.304 | 724.209 | 306.095 | 63.637.000 | Aufgestockt | +42,3% | |
| UBS Group AG | 1.007.440 | 529.183 | 478.257 | 62.890.929 | Aufgestockt | +90,4% | |
| OSAIC HOLDINGS, INC. | 933.842 | 1.930.547 | -996.705 | 61.224.234 | Reduziert | -51,6% | |
| Merit Financial Group, LLC | 839.041 | 593.799 | 245.242 | 59.437.652 | Aufgestockt | +41,3% | |
| Global X Japan Co., Ltd. | 780.717 | 0 | 780.717 | 55.305.992 | Neu | +100,0% | |
| Sanctuary Advisors, LLC | 770.947 | 546.365 | 224.582 | 54.613.913 | Aufgestockt | +41,1% | |
| Henshaw Capital LLC | 762.000 | 762.000 | 0 | 53.980.080 | Unverändert | 0,0% | |
| SOFI WEALTH, LLC | 744.037 | 790.079 | -46.042 | 52.707.592 | Reduziert | -5,8% | |
| Cetera Investment Advisers | 720.122 | 582.272 | 137.850 | 48.110.614 | Aufgestockt | +23,7% | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 640.331 | 326.541 | 313.790 | 45.345.039 | Aufgestockt | +96,1% | |
| STIFEL FINANCIAL CORP | 578.738 | 510.499 | 68.239 | 40.999.212 | Aufgestockt | +13,4% | |
| Parkway Wealth Management Group, LLC | 494.788 | 627.234 | -132.446 | 36.738.014 | Reduziert | -21,1% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 526.924 | 180.800 | 346.124 | 34.544.833 | Aufgestockt | +191,4% | |
| NewEdge Advisors, LLC | 482.011 | 375.784 | 106.227 | 34.145.605 | Aufgestockt | +28,3% | |
| Advocacy Wealth Management, LLC | 469.614 | 374.775 | 94.839 | 33.267.463 | Aufgestockt | +25,3% | |
| AE Wealth Management LLC | 455.015 | 403.254 | 51.761 | 32.233.297 | Aufgestockt | +12,8% | |
| Quent Capital, LLC | 1.116.054 | 1.004.228 | 111.826 | 30.044.163 | Aufgestockt | +11,1% | |
| Bensler, LLC | 409.770 | 332.479 | 77.291 | 29.028.102 | Aufgestockt | +23,2% | |
| Financial Management Professionals, Inc. | 915.870 | 864.501 | 51.369 | 24.655.231 | Aufgestockt | +5,9% | |
| Ascent Group, LLC | 343.515 | 233.933 | 109.582 | 24.334.627 | Aufgestockt | +46,8% | |
| MML INVESTORS SERVICES, LLC | 347.684 | 260.833 | 86.851 | 23.154.486 | Aufgestockt | +33,3% | |
| Stratos Wealth Partners, LTD. | 308.317 | 135.091 | 173.226 | 21.841.236 | Aufgestockt | +128,2% | |
| Cerity Partners LLC | 309.945 | 7.945 | 302.000 | 21.607.404 | Aufgestockt | +3801,1% | |
| Quadrature Capital Ltd | 330.671 | 0 | 330.671 | 21.424.174 | Neu | +100,0% | |
| BENJAMIN EDWARDS INC | 298.894 | 324.476 | -25.582 | 21.173.139 | Reduziert | -7,9% | |
| CreativeOne Wealth, LLC | 292.228 | 194.061 | 98.167 | 20.701.429 | Aufgestockt | +50,6% | |
| Portfolio Strategies, Inc. | 277.726 | 14.314 | 263.412 | 19.676.666 | Aufgestockt | +1840,2% | |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 267.958 | 166.093 | 101.865 | 18.982.165 | Aufgestockt | +61,3% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 327.145 | 271.350 | 55.795 | 18.861.622 | Aufgestockt | +20,6% | |
| CITADEL ADVISORS LLC | 266.602 | 91.300 | 175.302 | 17.274.880 | Aufgestockt | +192,0% | |
| Checchi Capital Advisers, LLC | 640.878 | 594.355 | 46.523 | 17.252.436 | Aufgestockt | +7,8% | |
| Goldstein Advisors, LLC | 243.471 | 161.795 | 81.676 | 17.247.486 | Aufgestockt | +50,5% | |
| Shepherd Financial Partners LLC | 228.543 | 162.478 | 66.065 | 16.189.982 | Aufgestockt | +40,7% | |
| Arax Advisory Partners | 214.582 | 76.702 | 137.880 | 15.200.966 | Aufgestockt | +179,8% | |
| Triad Wealth Partners, LLC | 214.036 | 100.556 | 113.480 | 15.162.300 | Aufgestockt | +112,9% | |
| Perigon Wealth Management, LLC | 213.813 | 0 | 213.813 | 15.146.488 | Neu | +100,0% | |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 218.760 | 0 | 218.760 | 14.941.308 | Neu | +100,0% | |
| Integrated Wealth Concepts LLC | 210.149 | 176.905 | 33.244 | 14.886.944 | Aufgestockt | +18,8% | |
| Evolution Wealth Advisors, LLC | 208.314 | 205.907 | 2.407 | 14.756.959 | Aufgestockt | +1,2% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 9.665.282 | 7.357.633 | +31,4% | 680.767.084 | 14,27 | 14 Q |
| LPL Financial LLC | 4.983.580 | 3.672.742 | +35,7% | 352.489.719 | 7,39 | 17 Q |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 4.044.268 | 2.776.142 | +45,7% | 283.089.133 | 5,94 | 7 Q |
| JPMORGAN CHASE & CO | 3.765.205 | 2.489.866 | +51,2% | 257.163.545 | 5,39 | 15 Q |
| MORGAN STANLEY | 3.722.727 | 2.695.475 | +38,1% | 256.621.730 | 5,38 | 17 Q |
| BANK OF MONTREAL /CAN/ | 2.778.058 | 243.847 | +1039,3% | 196.797.630 | 4,13 | 13 Q |
| JANE STREET GROUP, LLC | 1.327.046 | 337.955 | +292,7% | 82.178.702 | 1,72 | 17 Q |
| RAYMOND JAMES FINANCIAL INC | 1.102.762 | 582.564 | +89,3% | 78.119.657 | 1,64 | 6 Q |
| ENVESTNET ASSET MANAGEMENT INC | 1.156.271 | 768.720 | +50,4% | 76.974.656 | 1,61 | 17 Q |
| RMG Wealth Management LLC | 3.062.058 | 0 | +100,0% | 76.643.312 | 1,61 | 1 Q |
| OneDigital Investment Advisors LLC | 982.367 | 548.690 | +79,0% | 69.590.876 | 1,46 | 13 Q |
| ROYAL BANK OF CANADA | 1.030.304 | 724.209 | +42,3% | 63.637.000 | 1,33 | 17 Q |
| UBS Group AG | 1.007.440 | 529.183 | +90,4% | 62.890.929 | 1,32 | 17 Q |
| OSAIC HOLDINGS, INC. | 933.842 | 1.930.547 | -51,6% | 61.224.234 | 1,28 | 17 Q |
| Merit Financial Group, LLC | 839.041 | 593.799 | +41,3% | 59.437.652 | 1,25 | 6 Q |
| Global X Japan Co., Ltd. | 780.717 | 0 | +100,0% | 55.305.992 | 1,16 | 1 Q |
| Sanctuary Advisors, LLC | 770.947 | 546.365 | +41,1% | 54.613.913 | 1,15 | 7 Q |
| Henshaw Capital LLC | 762.000 | 762.000 | 0,0% | 53.980.080 | 1,13 | 9 Q |
| SOFI WEALTH, LLC | 744.037 | 790.079 | -5,8% | 52.707.592 | 1,11 | 3 Q |
| Cetera Investment Advisers | 720.122 | 582.272 | +23,7% | 48.110.614 | 1,01 | 16 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 635 | 81,9 | 4.754 |
| 31.12.2025 | ✓ | 518 | 57,6 | 3.193 |
| 30.09.2025 | ✓ | 625 | 106,8 | 7.202 |
| 30.06.2025 | ✓ | 467 | 71,7 | 3.742 |
| 31.03.2025 | ✓ | 346 | 59,2 | 3.035 |
| 31.12.2024 | ✓ | 300 | 52,7 | 2.140 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Parkway Wealth Management Group, LLC | 627.234 | 40.638.546 |
| Bensler, LLC | 332.479 | 21.541.295 |
| Fullerton Fund Management Co Ltd. | 327.718 | 21.232.849 |
| Decker Wealth Management LLC | 172.240 | 11.159.430 |
| PATTON ALBERTSON MILLER GROUP, LLC | 167.950 | 10.881.481 |
| MA Private Wealth | 120.709 | 7.820.736 |
| Dynasty Wealth Management, LLC | 104.257 | 6.754.811 |
| KWB Wealth | 103.665 | 6.716.455 |
| Millington Financial Advisors, LLC | 88.103 | 6.419.185 |
| Park Edge Advisors, LLC | 216.156 | 5.924.836 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | 1.850.265 | 1.850.000 | +698113.2 % | 120.082 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2.776.142 | 528.628 | +23.5 % | 180.408.005 |
| LPL Financial LLC | 3.672.742 | 462.357 | +14.4 % | 237.417.865 |
| BANK OF AMERICA CORP /DE/ | 7.357.633 | 410.298 | +5.9 % | 475.059.679 |
| Mirae Asset Global Investments Co., Ltd. | 297.050 | 252.890 | +572.7 % | 19.245.870 |
| SOFI WEALTH, LLC | 790.079 | 219.880 | +38.6 % | 51.189.230 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 326.541 | 162.026 | +98.5 % | 21.142.951 |
| THRIVENT FINANCIAL FOR LUTHERANS | 816.083 | 145.350 | +21.7 % | 53.076 |
| Merit Financial Group, LLC | 593.799 | 128.254 | +27.5 % | 38.472.237 |
| JANE STREET GROUP, LLC | 289.755 | 127.685 | +78.8 % | 10.081.292 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| BlackRock, Inc. | 9.375 | -3.763.315 | -99.8 % | 607.406 |
| UBS Group AG | 529.183 | -3.116.956 | -85.5 % | 27.305.724 |
| JPMORGAN CHASE & CO | 2.489.866 | -2.029.314 | -44.9 % | 161.318.454 |
| AVALON CAPITAL MANAGEMENT | 51.535 | -791.853 | -93.9 % | 1.412.574 |
| MORGAN STANLEY | 2.695.475 | -567.632 | -17.4 % | 173.830.899 |
| GOLDMAN SACHS GROUP INC | 216.228 | -464.579 | -68.2 % | 6.084.030 |
| ROYAL BANK OF CANADA | 724.209 | -335.784 | -31.7 % | 40.240.000 |
| PRINCIPAL FINANCIAL GROUP INC | 56.264 | -262.436 | -82.3 % | 3.645.344 |
| MASTER'S WEALTH MANAGEMENT INC. | 69.756 | -229.877 | -76.7 % | 1.912.021 |
| Empowered Funds, LLC | 149.268 | -180.618 | -54.8 % | 4.091.436 |