Institutionelle Investoren in DHJJ Financial Advisors, Ltd.

Alle meldenden Fondsgesellschaften (SEC-Formular 13F) und deren Investment in dieses Wertpapier über die letzten 4 Quartale.
Hinweis: Das Quartal Q3/2026 ist möglicherweise noch nicht vollständig gemeldet (Einreichungsfrist bis 14.11.2026). Angezeigte QoQ-Veränderungen können daher unvollständig oder verzerrt sein.
Aktien-Detail Fonds-Verzeichnis
Fonds2026/Q32026/Q22026/Q1
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
Gesamt316.284.226 $+3.771.481 $
+6,1 %
397.758.741 $+14.344.224 $
+491,9 %
349.593.564 $
Cache Advisors, LLC110.076.356 $+3.464.164 $
+3,2 %
106.612.192 $+18.509.753 $
+21,0 %
88.102.439 $
BLB&B Advisors, LLC49.806.201 $+988.866 $
+2,0 %
48.817.335 $+4.641.639 $
+10,5 %
44.175.696 $
Allworth Financial LP313.691 $-43.784.672 $
-99,3 %
44.098.363 $
Kestra Advisory Services, LLC26.739.063 $+3.396.767 $
+14,6 %
23.342.296 $+2.980.247 $
+14,6 %
20.362.049 $
First International Bank of Israel Ltd.21.146.824 $+491.180 $
+2,4 %
20.655.644 $+1.499.253 $
+7,8 %
19.156.391 $
Relyea Zuckerberg Hanson LLC19.882.894 $+546.227 $
+2,8 %
19.336.667 $+2.711.518 $
+16,3 %
16.625.149 $
Kathmere Capital Management, LLC13.002.250 $+409.188 $
+3,2 %
12.593.062 $+1.755.754 $
+16,2 %
10.837.308 $
Quantinno Capital Management LP9.885.579 $
Everest Private Wealth6.351.347 $-1.410.808 $
-18,2 %
7.762.155 $
Archer Investment Corp3.548.797 $-3.557.387 $
-50,1 %
7.106.184 $+3.712.177 $
+109,4 %
3.394.007 $
COMMONWEALTH EQUITY SERVICES, LLC4.490.960 $-2.540.850 $
-36,1 %
7.031.810 $+473.540 $
+7,2 %
6.558.270 $
OSAIC HOLDINGS, INC.5.905.383 $+5.891.313 $
+41.871,4 %
14.070 $
NOVEM GROUP5.827.883 $+123.149 $
+2,2 %
5.704.734 $
Ledyard National Bank5.404.181 $+170.073 $
+3,2 %
5.234.108 $+733.962 $
+16,3 %
4.500.146 $
Elmwood Wealth Management, Inc.5.286.704 $+303.734 $
+6,1 %
4.982.970 $+836.691 $
+20,2 %
4.146.279 $
HighTower Advisors, LLC4.770.149 $+668.903 $
+16,3 %
4.101.246 $
Welch Financial Planning, LLC4.300.285 $+896.510 $
+26,3 %
3.403.775 $+2.751.374 $
+421,7 %
652.401 $
BENJAMIN EDWARDS INC4.114.373 $+416.079 $
+11,3 %
3.698.294 $
Cambridge Investment Research Advisors, Inc.1.939.000 $-1.877.000 $
-49,2 %
3.816.000 $+2.000.000 $
+110,1 %
1.816.000 $
Family CFO Inc3.710.266 $+116.764 $
+3,2 %
3.593.502 $+503.905 $
+16,3 %
3.089.597 $
SUSQUEHANNA INTERNATIONAL GROUP, LLP3.570.002 $+2.403.313 $
+206,0 %
1.166.689 $
CreativeOne Wealth, LLC3.492.041 $
NEW WAVE WEALTH ADVISORS LLC1.353.127 $-1.644.131 $
-54,9 %
2.997.258 $-469.490 $
-13,5 %
3.466.748 $
Lansing Street Advisors3.419.946 $
Diversified Enterprises, LLC2.940.378 $
HARBOUR INVESTMENTS, INC.866.854 $-1.927.013 $
-69,0 %
2.793.867 $
Cetera Investment Advisers2.784.871 $+592.635 $
+27,0 %
2.192.236 $
Revolve Wealth Partners, LLC2.530.904 $+640 $
+0,0 %
2.530.264 $
Perigon Wealth Management, LLC2.453.953 $+1.639.037 $
+201,1 %
814.916 $+114.273 $
+16,3 %
700.643 $
Composition Wealth, LLC2.370.612 $
NewEdge Advisors, LLC2.325.063 $+237.856 $
+11,4 %
2.087.207 $
SUMMIT WEALTH & RETIREMENT PLANNING, INC.2.302.992 $+322.941 $
+16,3 %
1.980.051 $
VOISARD ASSET MANAGEMENT GROUP, INC.2.268.687 $+71.397 $
+3,2 %
2.197.290 $+308.119 $
+16,3 %
1.889.171 $
CENTAURUS FINANCIAL, INC.2.159.000 $+532.000 $
+32,7 %
1.627.000 $
Creative Planning2.086.411 $+65.661 $
+3,2 %
2.020.750 $+283.363 $
+16,3 %
1.737.387 $
Downshift Financial, LLC2.075.055 $+65.303 $
+3,2 %
2.009.752 $
JPL Wealth Management, LLC2.053.230 $+287.918 $
+16,3 %
1.765.312 $
Meridian Wealth Management, LLC2.031.642 $+63.937 $
+3,2 %
1.967.705 $+275.925 $
+16,3 %
1.691.780 $
CORRADO ADVISORS, LLC1.990.986 $+20.072 $
+1,0 %
1.970.914 $+76.799 $
+4,1 %
1.894.115 $
MML INVESTORS SERVICES, LLC1.959.572 $
ARS Wealth Advisors Group, LLC1.901.466 $+30.751 $
+1,6 %
1.870.715 $+94.825 $
+5,3 %
1.775.890 $
JDM Financial Group LLC1.878.941 $
PRIVATE CLIENT SERVICES, LLC1.797.610 $
Cape Investment Advisory, Inc.1.759.857 $+33.541 $
+1,9 %
1.726.316 $+259.023 $
+17,7 %
1.467.293 $
JANE STREET GROUP, LLC1.759.367 $+899.504 $
+104,6 %
859.863 $
Foundry Financial LLC1.754.944 $+55.229 $
+3,2 %
1.699.715 $+238.325 $
+16,3 %
1.461.390 $
Farther Finance Advisors, LLC1.654.419 $+52.065 $
+3,2 %
1.602.354 $
One Degree Advisors Inc1.654.000 $+152.000 $
+10,1 %
1.502.000 $
ROYAL BANK OF CANADA1.605.000 $+1.367.000 $
+574,4 %
238.000 $
BlueStem Wealth Partners, LLC1.581.244 $+80.782 $
+5,4 %
1.500.462 $
IMA Advisory Services, Inc.1.556.826 $
MACROVIEW INVESTMENT MANAGEMENT LLC1.554.456 $+143.706 $
+10,2 %
1.410.750 $
Beacon Pointe Advisors, LLC1.470.878 $+206.256 $
+16,3 %
1.264.622 $
Almanack Investment Partners, LLC.1.450.704 $+203.427 $
+16,3 %
1.247.277 $
Coordinated Financial Services, Inc.1.439.830 $
OLD MISSION CAPITAL LLC1.342.439 $+712.983 $
+113,3 %
629.456 $
DHJJ Financial Advisors, Ltd.1.274.936 $+33.110 $
+2,7 %
1.241.826 $+134.060 $
+12,1 %
1.107.766 $
CITADEL ADVISORS LLC1.222.279 $
ROTHSCHILD INVESTMENT LLC1.216.069 $+82.198 $
+7,2 %
1.133.871 $
Meredith Wealth Planning1.149.375 $+36.171 $
+3,2 %
1.113.204 $+156.101 $
+16,3 %
957.103 $
MERCER GLOBAL ADVISORS INC /ADV1.107.842 $
INDEPENDENT FINANCIAL GROUP, LLC1.058.191 $+709.942 $
+203,9 %
348.249 $
Bouchey Financial Group, Ltd.1.014.487 $+99.562 $
+10,9 %
914.925 $
Concurrent Investment Advisors, LLC917.821 $+19.347 $
+2,2 %
898.474 $+48.226 $
+5,7 %
850.248 $
RED CRANE WEALTH MANAGEMENT, LLC728.923 $-168.220 $
-18,8 %
897.143 $+22.383 $
+2,6 %
874.760 $
Goldenstone Wealth Management LLC839.609 $+16.059 $
+1,9 %
823.550 $+40.728 $
+5,2 %
782.822 $
Cassady Wealth & Retirement Planning, LLC826.544 $+242.314 $
+41,5 %
584.230 $
KRAEMATON INVESTMENT ADVISORS, INC760.281 $+13.963 $
+1,9 %
746.318 $+86.904 $
+13,2 %
659.414 $
RFG Advisory, LLC759.142 $+17.633 $
+2,4 %
741.509 $+53.821 $
+7,8 %
687.688 $
Carrera Capital Advisors741.413 $+14.181 $
+1,9 %
727.232 $+35.965 $
+5,2 %
691.267 $
Kingsview Wealth Management, LLC736.377 $+88.056 $
+13,6 %
648.321 $
Hofer & Associates. Inc728.923 $
Bright Futures Wealth Management, LLC.208.731 $-491.941 $
-70,2 %
700.672 $
Visionary Wealth Advisors647.774 $+12.203 $
+1,9 %
635.571 $+31.826 $
+5,3 %
603.745 $
WORLD EQUITY GROUP, INC.206.076 $-431.137 $
-67,7 %
637.213 $+265.477 $
+71,4 %
371.736 $
Trek Financial, LLC621.719 $+11.419 $
+1,9 %
610.300 $+31.179 $
+5,4 %
579.121 $
Sigma Planning Corp620.976 $+30.786 $
+5,2 %
590.190 $
ACT Advisors, LLC.563.635 $+19.663 $
+3,6 %
543.972 $+18.955 $
+3,6 %
525.017 $
Prairiewood Capital, LLC551.025 $+17.341 $
+3,2 %
533.684 $+74.836 $
+16,3 %
458.848 $
Cerity Partners LLC550.580 $+67.320 $
+13,9 %
483.260 $
Maia Wealth LLC533.998 $+5.582 $
+1,1 %
528.416 $+93.822 $
+21,6 %
434.594 $
PRINCIPAL SECURITIES, INC.523.390 $+20.703 $
+4,1 %
502.687 $
Weaver Capital Management LLC502.296 $+42.604 $
+9,3 %
459.692 $+0 $
+0,0 %
459.692 $
HRT FINANCIAL LP489.000 $
UPTICK PARTNERS, LLC471.272 $+10.946 $
+2,4 %
460.326 $+195.697 $
+74,0 %
264.629 $
Range Financial Group LLC425.576 $-11.539 $
-2,6 %
437.115 $+8.580 $
+2,0 %
428.535 $
Cardinal Point Capital Management ULC426.966 $+7.842 $
+1,9 %
419.124 $+21.412 $
+5,4 %
397.712 $
FOUNDATIONS INVESTMENT ADVISORS, LLC423.032 $+157.699 $
+59,4 %
265.333 $
Aptus Capital Advisors, LLC407.224 $+46.088 $
+12,8 %
361.136 $
Snowden Capital Advisors LLC385.693 $+54.084 $
+16,3 %
331.609 $
Rockwood Wealth Management, LLC373.264 $+11.747 $
+3,2 %
361.517 $+50.669 $
+16,3 %
310.848 $
GUARDIAN WEALTH ADVISORS, LLC / NC370.688 $+9.552 $
+2,6 %
361.136 $
Keystone Wealth Services, LLC332.796 $+5.464 $
+1,7 %
327.332 $+16.723 $
+5,4 %
310.609 $
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management326.201 $+10.265 $
+3,2 %
315.936 $+44.303 $
+16,3 %
271.633 $
Soltis Investment Advisors LLC314.827 $+5.782 $
+1,9 %
309.045 $+15.789 $
+5,4 %
293.256 $
Merit Financial Group, LLC299.279 $+5.724 $
+1,9 %
293.555 $+14.518 $
+5,2 %
279.037 $
Quad-Cities Investment Group, LLC275.948 $+6.409 $
+2,4 %
269.539 $
Occidental Asset Management, LLC236.580 $-31.913 $
-11,9 %
268.493 $+13.278 $
+5,2 %
255.215 $
QUARRY HILL ADVISORS, LLC264.305 $+8.318 $
+3,2 %
255.987 $+13.537 $
+5,6 %
242.450 $
Empowered Funds, LLC264.179 $
Cambria Investment Management, L.P.264.179 $
STEPHENS INC /AR/260.670 $
SILVER OAK SECURITIES, INCORPORATED233.750 $
Southland Equity Partners LLC224.761 $+4.128 $
+1,9 %
220.633 $+11.271 $
+5,4 %
209.362 $
ENVESTNET ASSET MANAGEMENT INC209.476 $
Causey Wealth LLC207.282 $
BARCLAYS PLC172.533 $-27.035 $
-13,5 %
199.568 $
GOLDMAN SACHS GROUP INC193.941 $
Straight Path Wealth Management193.753 $
MilWealth Group LLC176.023 $+5.539 $
+3,2 %
170.484 $+23.907 $
+16,3 %
146.577 $
Innovative Asset Advisors Group, LLC159.069 $
Physician Wealth Advisors, Inc.151.037 $+2.813 $
+1,9 %
148.224 $+7.492 $
+5,3 %
140.732 $
Waverly Advisors, LLC129.261 $+6.426 $
+5,2 %
122.835 $
Arax Advisory Partners102.804 $
Stone House Investment Management, LLC57.987 $-24.664 $
-29,8 %
82.651 $+28.586 $
+52,9 %
54.065 $
UBS Group AG82.530 $+60.738 $
+278,7 %
21.792 $
IFP Advisors, Inc73.312 $+2.383 $
+3,4 %
70.929 $+3.916 $
+5,8 %
67.013 $
SouthState Bank Corp35.361 $-16.869 $
-32,3 %
52.230 $
Benson Wealth Management INC47.498 $+3.447 $
+7,8 %
44.051 $
AE Wealth Management LLC44.210 $+28.433 $
+180,2 %
15.777 $
GILPIN WEALTH MANAGEMENT, LLC43.097 $+24.524 $
+132,0 %
18.573 $+3.559 $
+23,7 %
15.014 $
PNC FINANCIAL SERVICES GROUP, INC.30.210 $
Advisory Services Network, LLC20.650 $
Steward Partners Investment Advisory, LLC19.770 $+1.010 $
+5,4 %
18.760 $
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV18.773 $
Hughes Financial Services, LLC7.945 $
Anfield Capital Management, LLC971 $
Annis Gardner Whiting Capital Advisors, LLC939 $
Gesamt316.284.226 $+3.771.481 $
+6,1 %
397.758.741 $+14.344.224 $
+491,9 %
349.593.564 $
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