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Smith Shellnut Wilson LLC /Adv

SMITH SHELLNUT WILSON LLC /ADV
Branche unbekannt
Ticker–Börse–
ISIN–CIK0000944317
Keine Kursdaten verfügbar.

Stammdaten

Unternehmen & Branche

NameSMITH SHELLNUT WILSON LLC /ADV
Ticker–
CIK0000944317

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Sitz & Kontakt

Sitz (Inkorporation)MS
Geschäftsadresse661 SUNNYBROOK ROAD STE 130, 39157 RIDGELAND, MS
Telefon601-605-1776
EIN (IRS)00-0000000

Listing & Historie

Fiskaljahr-Ende31.12.

Externe Quelle: SEC EDGAR »

Insider-Transaktionen (12 Monate) ⓘ

DatumInsiderRolleTypStückzahlKursWert (USD)ΔTrend
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Fondsaktivität (Vorquartalsvergleich) ⓘ

⚠ Vorläufige Daten: Erst 3597 von typischerweise 8414 Fonds (43 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
LPL Financial LLC37.553.367037.553.3673.456.653.803Neu+100,0%
Invesco Ltd.19.953.710019.953.7102.840.191.407Neu+100,0%
ENVESTNET ASSET MANAGEMENT INC10.920.121010.920.1211.843.658.860Neu+100,0%
MORGAN STANLEY24.473.124024.473.1241.522.170.972Neu+100,0%
AMERIPRISE FINANCIAL INC21.191.873021.191.8731.315.066.315Neu+100,0%
First Command Advisory Services, Inc.4.764.51704.764.5171.132.144.765Neu+100,0%
RAYMOND JAMES FINANCIAL INC11.528.163011.528.1631.071.093.971Neu+100,0%
MEITAV INVESTMENT HOUSE LTD3.519.5562.576.146943.4101.066.318.815Aufgestockt+36,6%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO4.214.93604.214.936893.471.653Neu+100,0%
JONES FINANCIAL COMPANIES LLLP4.923.85604.923.856844.883.806Neu+100,0%
COMMONWEALTH EQUITY SERVICES, LLC7.051.3366.784.342266.994672.757.950Aufgestockt+3,9%
National Mutual Insurance Federation of Agricultural Cooperatives2.691.00002.691.000639.435.420Neu+100,0%
Cetera Investment Advisers5.080.36305.080.363630.203.742Neu+100,0%
BANK OF AMERICA CORP /DE/11.744.146011.744.146602.126.691Neu+100,0%
UBS Group AG18.972.058018.972.058571.757.330Neu+100,0%
PNC FINANCIAL SERVICES GROUP, INC.2.265.44302.265.443531.837.676Neu+100,0%
JANE STREET GROUP, LLC15.439.835015.439.835499.992.519Neu+100,0%
OSAIC HOLDINGS, INC.8.049.41008.049.410497.385.071Neu+100,0%
FMR LLC2.124.23002.124.230495.631.658Neu+100,0%
Cambridge Investment Research Advisors, Inc.3.120.7271.254.1551.866.572483.939.000Aufgestockt+148,8%
ROYAL BANK OF CANADA3.713.01303.713.013478.566.000Neu+100,0%
VANTAGEPOINT INVESTMENT ADVISERS LLC1.942.33601.942.336461.537.880Neu+100,0%
BARCLAYS PLC19.611.880019.611.880400.684.183Neu+100,0%
ALLIANCEBERNSTEIN L.P.8.759.99908.759.999374.098.399Neu+100,0%
Clal Insurance Enterprises Holdings Ltd1.500.66301.500.663356.588.000Neu+100,0%
BlackRock, Inc.17.226.414017.226.414353.201.468Neu+100,0%
Private Advisor Group, LLC1.434.2601.174.784259.476345.783.373Aufgestockt+22,1%
WELLINGTON MANAGEMENT GROUP LLP15.771.843015.771.843321.903.316Neu+100,0%
GOLDMAN SACHS GROUP INC13.215.420013.215.420317.122.472Neu+100,0%
TOMS Capital Investment Management LP14.000.000014.000.000285.740.000Neu+100,0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1.298.8431.531.406-232.563272.638.787Reduziert-15,2%
Gerber Kawasaki Wealth & Investment Management1.156.25801.156.258244.107.628Neu+100,0%
Sumitomo Mitsui Trust Group, Inc.711.937803.930-91.993215.695.553Reduziert-11,4%
Cerity Partners LLC2.350.71902.350.719214.037.710Neu+100,0%
Investment Management Corp of Ontario10.465.977010.465.977213.610.591Neu+100,0%
Independent Advisor Alliance1.188.70201.188.702213.050.198Neu+100,0%
WELLS FARGO & COMPANY/MN6.386.07306.386.073208.818.372Neu+100,0%
D. E. Shaw & Co., Inc.10.015.595010.015.595204.610.336Neu+100,0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC9.905.88709.905.887202.179.154Neu+100,0%
Penserra Capital Management LLC4.606.29304.606.293195.821.000Neu+100,0%
Norinchukin Bank, The823.0000823.000195.561.260Neu+100,0%
NISSAY ASSET MANAGEMENT CORP /JAPAN821.4450821.445195.191.761Neu+100,0%
Gradient Investments LLC2.683.9492.599.38184.568186.960.985Aufgestockt+3,3%
Bogart Wealth, LLC2.613.4772.560.13153.346182.518.376Aufgestockt+2,1%
Bouchey Financial Group, Ltd.588.006613.454-25.448178.148.309Reduziert-4,1%
Ensign Peak Advisors, Inc8.470.95008.470.950174.416.903Neu+100,0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP1.566.58101.566.581158.629.654Neu+100,0%
SONA ASSET MANAGEMENT (US) LLC7.750.00007.750.000158.177.500Neu+100,0%
Ocean Park Asset Management, LLC7.573.15807.573.158154.568.155Neu+100,0%
Kestra Advisory Services, LLC1.800.2241.837.199-36.975154.485.069Reduziert-2,0%

Top-Fondshalter (Stand: 30.06.2026) ⓘ

⚠ Vorläufige Daten: Erst 3597 von typischerweise 8414 Fonds (43 %) 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".

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)StimmkontrolleVerlauf
MEITAV INVESTMENT HOUSE LTD3.519.5562.576.146+36,6%1.066.318.81510,57–17 Q
COMMONWEALTH EQUITY SERVICES, LLC7.051.3366.784.342+3,9%672.757.9506,67–17 Q
Cambridge Investment Research Advisors, Inc.3.120.7271.254.155+148,8%483.939.0004,80–17 Q
Private Advisor Group, LLC1.434.2601.174.784+22,1%345.783.3733,430 %17 Q
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1.298.8431.531.406-15,2%272.638.7872,701 %14 Q
Sumitomo Mitsui Trust Group, Inc.711.937803.930-11,4%215.695.5532,14100 %5 Q
Gradient Investments LLC2.683.9492.599.381+3,3%186.960.9851,850 %17 Q
Bogart Wealth, LLC2.613.4772.560.131+2,1%182.518.3761,81100 %17 Q
Bouchey Financial Group, Ltd.588.006613.454-4,1%178.148.3091,770 %10 Q
Kestra Advisory Services, LLC1.800.2241.837.199-2,0%154.485.0691,53–17 Q
Composition Wealth, LLC543.369498.894+8,9%148.711.1351,47100 %17 Q
Paragon Advisors, LLC454.343287.831+57,9%137.652.2371,370 %3 Q
Banco Santander, S.A.446.330402.000+11,0%135.224.6001,34100 %13 Q
SAX WEALTH ADVISORS, LLC481.421441.361+9,1%114.395.3261,131 %16 Q
Scarborough Advisors, LLC1.405.297751.914+86,9%112.261.7721,110 %7 Q
Brookstone Capital Management1.779.6641.321.176+34,7%110.575.2131,100 %17 Q
TRUIST FINANCIAL CORP925.445908.570+1,9%103.872.6731,039 %17 Q
ASSETMARK, INC4.468.8094.470.8700,0%92.115.9020,91100 %17 Q
Cornerstone Planning Group LLC297.015290.491+2,2%86.186.6110,850 %10 Q
Rolek Wealth Management LLC241.261215.245+12,1%73.094.8820,720 %5 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
30.06.2026vorl.85694,510.080
31.03.2026✓1.605542,638.499
31.12.2025✓1.595539,941.109
30.09.2025✓1.464514,338.041
30.06.2025✓1.401521,833.743
31.03.2025✓1.335521,827.162

Top 10 Neueinsteiger

FondsAnteileWert (USD)
CIBC Bancorp USA Inc.1.931.06843.115.813
WINTON GROUP Ltd2.000.00040.820.000
Angel Oak Capital Advisors, LLC1.926.39639.317.742
State of Tennessee, Department of Treasury1.325.60227.055.537
Liberty Mutual Group Asset Management Inc.1.225.00025.002.250
Koss-Olinger Consulting, LLC817.77216.690.727
Endurance Services Ltd743.49415.174.713
One William Street Capital Management, L.P.725.00014.797.250
Amundi639.68613.055.991
ODonnell Financial Services, LLC52.73712.510.455

Top 10 Aufstocker

FondsAnteileΔ AnteileΔ %Wert (USD)
WELLINGTON MANAGEMENT GROUP LLP15.771.84315.264.000+3005.7 %321.903.316
UBS Group AG18.967.7487.276.178+62.2 %570.733.188
GOLDMAN SACHS GROUP INC8.620.3204.015.110+87.2 %223.336.481
DIVERSIFY WEALTH MANAGEMENT, LLC4.237.4273.832.191+945.7 %92.888.609
Ocean Park Asset Management, LLC7.573.1583.778.281+99.6 %154.568.155
JANE STREET GROUP, LLC3.879.2353.641.201+1529.7 %81.480.360
BARCLAYS PLC3.575.2803.419.830+2200.0 %73.377.177
LPL Financial LLC37.548.2673.304.965+9.7 %3.455.441.941
CITIGROUP INC3.669.8663.274.661+828.6 %91.907.178
Symetra Investment Management Co3.597.0953.070.845+583.5 %73.417

Top 10 Verkäufer

FondsAnteileΔ AnteileΔ %Wert (USD)
BANK OF AMERICA CORP /DE/11.744.146-4.619.696-28.2 %602.126.691
Diversify Advisory Services, LLC1.026-4.442.537-100.0 %279.472
SEI INVESTMENTS CO174.530-3.503.720-95.3 %3.562.260
Bain Capital Credit, LP3.658.098-3.469.019-48.7 %74.661.780
Migdal Insurance & Financial Holdings Ltd.32.731-3.065.316-98.9 %7.765.884
Nuveen, LLC258.500-2.741.474-91.4 %5.275.985
Investment Management Corp of Ontario10.465.977-2.598.746-19.9 %213.610.591
Neuberger Berman Group LLC928.060-2.424.265-72.3 %18.941.705
Man Group plc523.173-1.458.810-73.6 %10.677.961
SUMITOMO LIFE INSURANCE CO1.873.081-1.296.919-40.9 %38.229.583

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