Institutionelle Investoren in STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC

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 (%)
Gesamt894.631.329 $+366.485.724 $
+194,7 %
677.579.465 $+220.691.089 $
+1.945,3 %
67.795.529 $
Kestra Advisory Services, LLC97.392.655 $+37.571.715 $
+62,8 %
59.820.940 $+46.681.506 $
+355,3 %
13.139.434 $
HBW ADVISORY SERVICES LLC78.477.814 $+53.902.255 $
+219,3 %
24.575.559 $
Cambridge Investment Research Advisors, Inc.76.775.000 $+31.257.000 $
+68,7 %
45.518.000 $+44.711.000 $
+5.540,4 %
807.000 $
COMMONWEALTH EQUITY SERVICES, LLC66.954.640 $+27.425.375 $
+69,4 %
39.529.265 $+33.380.885 $
+542,9 %
6.148.380 $
ELEVATION POINT WEALTH PARTNERS, LLC39.600.604 $+35.821.124 $
+947,8 %
3.779.480 $+3.367.498 $
+817,4 %
411.982 $
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC39.006.650 $+7.580.692 $
+24,1 %
31.425.958 $
CREATIVE FINANCIAL DESIGNS INC /ADV29.172.466 $+15.729.342 $
+117,0 %
13.443.124 $
Buska Wealth Management, LLC26.342.176 $+18.887.964 $
+253,4 %
7.454.212 $+6.367.775 $
+586,1 %
1.086.437 $
Triad Wealth Partners, LLC26.078.936 $+1.140.649 $
+4,6 %
24.938.287 $
Macro Advisors, Inc.22.299.520 $
Cetera Investment Advisers22.211.251 $
UPTICK PARTNERS, LLC20.837.565 $+9.568.029 $
+84,9 %
11.269.536 $+9.308.389 $
+474,6 %
1.961.147 $
IAMS WEALTH MANAGEMENT, LLC18.128.834 $+10.881.376 $
+150,1 %
7.247.458 $
Prime Capital Investment Advisors, LLC17.726.475 $+5.039.767 $
+39,7 %
12.686.708 $
Clear Creek Financial Management, LLC16.398.802 $+4.042.094 $
+32,7 %
12.356.708 $+10.754.412 $
+671,2 %
1.602.296 $
Madrona Financial Services, LLC12.794.793 $
INDEPENDENT FINANCIAL GROUP, LLC11.921.927 $+3.208.505 $
+36,8 %
8.713.422 $
Ameritas Advisory Services, LLC11.098.705 $
Integrated Wealth Concepts LLC10.212.429 $
Farther Finance Advisors, LLC10.101.310 $+7.099.353 $
+236,5 %
3.001.957 $
Summit Financial, LLC9.902.520 $
HARBOUR INVESTMENTS, INC.9.853.376 $+9.838.376 $
+65.589,2 %
15.000 $
FISCHER INVESTMENT STRATEGIES, LLC9.656.269 $
GREAT VALLEY ADVISOR GROUP, INC.9.416.000 $+7.776.000 $
+474,1 %
1.640.000 $
Brookstone Capital Management9.096.793 $+3.857.391 $
+73,6 %
5.239.402 $
ROYAL BANK OF CANADA8.881.000 $
Accel Wealth Management8.752.259 $+2.083.306 $
+31,2 %
6.668.953 $+4.783.701 $
+253,7 %
1.885.252 $
Sovran Advisors, LLC8.405.871 $+4.628.001 $
+122,5 %
3.777.870 $
MGO ONE SEVEN LLC8.394.153 $+1.543.827 $
+22,5 %
6.850.326 $
Redhawk Wealth Advisors, Inc.466.297 $-4.186 $
-0,9 %
470.483 $-7.729.186 $
-94,3 %
8.199.669 $
BIP Wealth, LLC7.841.286 $+1.843.492 $
+30,7 %
5.997.794 $+2.417.864 $
+67,5 %
3.579.930 $
Schulz Wealth, LTD.7.788.887 $+656.462 $
+9,2 %
7.132.425 $
BOS Asset Management, LLC7.442.180 $+885.742 $
+13,5 %
6.556.438 $
IFP Advisors, Inc7.287.107 $+2.041.291 $
+38,9 %
5.245.816 $+4.767.660 $
+997,1 %
478.156 $
Wealth Watch Advisors, INC7.160.670 $+2.786.959 $
+63,7 %
4.373.711 $
Stonebridge Financial Group, LLC/CA7.127.000 $
Advisory Resource Group6.910.980 $
Goldenstone Wealth Management LLC6.504.685 $+2.228.027 $
+52,1 %
4.276.658 $
Atria Investments, Inc6.133.111 $
CoreCap Advisors, LLC6.034.772 $+4.451.272 $
+281,1 %
1.583.500 $
VestGen Advisors, LLC5.532.672 $+2.161.475 $
+64,1 %
3.371.197 $+2.999.802 $
+807,7 %
371.395 $
Maridea Wealth Management LLC5.356.961 $+4.193.120 $
+360,3 %
1.163.841 $
Wood Tarver Financial Group, LLC5.297.000 $
CARY STREET PARTNERS FINANCIAL LLC5.165.317 $
CreativeOne Wealth, LLC5.149.790 $
Chicago Partners Investment Group LLC5.147.315 $+1.116.315 $
+27,7 %
4.031.000 $+3.596.989 $
+828,8 %
434.011 $
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC5.138.632 $+2.647.553 $
+106,3 %
2.491.079 $+728.148 $
+41,3 %
1.762.931 $
Green Ridge Wealth Planning LLC5.091.655 $+2.077.562 $
+68,9 %
3.014.093 $
Arkadios Wealth Advisors5.027.492 $
AXXCESS WEALTH MANAGEMENT, LLC5.018.115 $+2.099.490 $
+71,9 %
2.918.625 $
Cornerstone Wealth, LLC/TN4.992.750 $+2.264.266 $
+83,0 %
2.728.484 $+1.853.975 $
+212,0 %
874.509 $
Ashton Thomas Private Wealth, LLC4.987.698 $+1.874.863 $
+60,2 %
3.112.835 $
INTEGRITY ALLIANCE, LLC.4.863.647 $+3.343.022 $
+219,8 %
1.520.625 $
Boyer Financial Services, Inc.4.828.441 $+2.567.633 $
+113,6 %
2.260.808 $
Alpha Wealth Funds, LLC4.789.358 $+4.191.396 $
+700,9 %
597.962 $
NewEdge Advisors, LLC4.674.688 $+4.464.142 $
+2.120,3 %
210.546 $
JANE STREET GROUP, LLC1.379.812 $-3.268.418 $
-70,3 %
4.648.230 $
Strategic Blueprint, LLC4.548.946 $+1.935.369 $
+74,1 %
2.613.577 $+2.214.537 $
+555,0 %
399.040 $
Dominguez Wealth Management Solutions, Inc.4.406.216 $
Andina Capital Management, LLC4.327.141 $
Ignite Planners, LLC4.245.566 $
Clarus Group, Inc.4.069.526 $+3.741.090 $
+1.139,1 %
328.436 $
Key Client Fiduciary Advisors, LLC4.067.632 $+1.301.450 $
+47,0 %
2.766.182 $
Concurrent Investment Advisors, LLC3.781.850 $-246.807 $
-6,1 %
4.028.657 $
Vestmark Advisory Solutions, Inc.3.779.480 $+3.367.498 $
+817,4 %
411.982 $
Bullseye Investment Management, LLC3.600.353 $+2.964.636 $
+466,3 %
635.717 $+190.455 $
+42,8 %
445.262 $
HighTower Advisors, LLC3.551.868 $
Purewater Capital LLC3.512.078 $
Commonwealth Financial Services, LLC3.480.825 $
DIVERSIFY WEALTH MANAGEMENT, LLC3.450.645 $
Diversify Advisory Services, LLC3.450.645 $
Prosperity Financial Group, Inc.3.295.449 $+1.533.892 $
+87,1 %
1.761.557 $+1.455.694 $
+475,9 %
305.863 $
J.W. COLE ADVISORS, INC.3.295.260 $+1.469.445 $
+80,5 %
1.825.815 $
ENVESTNET ASSET MANAGEMENT INC3.207.777 $
Simplicity Wealth,LLC3.166.111 $+2.222.554 $
+235,6 %
943.557 $+706.150 $
+297,4 %
237.407 $
HERITAGE OAK WEALTH ADVISORS LLC3.126.853 $+2.298.330 $
+277,4 %
828.523 $
White Knight Strategic Wealth Advisors, LLC3.120.558 $
SageGuard Financial Group, LLC3.053.668 $
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2.982.042 $
Acorn Wealth Advisors, LLC2.823.714 $-86.990 $
-3,0 %
2.910.704 $
Steward Partners Investment Advisory, LLC2.875.798 $+2.755.536 $
+2.291,3 %
120.262 $
Luken Investment Analytics, LLC2.855.714 $
TL Private Wealth2.827.716 $
Western Wealth Management, LLC2.738.500 $+1.591.555 $
+138,8 %
1.146.945 $
AdvisorNet Financial, Inc2.728.291 $
Arax Advisory Partners2.674.225 $+2.621.766 $
+4.997,7 %
52.459 $
Optivise Advisory Services LLC2.612.534 $+1.758.364 $
+205,9 %
854.170 $
ADAMSBROWN WEALTH CONSULTANTS LLC2.599.661 $+1.738.434 $
+201,9 %
861.227 $
Mutual Advisors, LLC2.572.471 $
Avantra Family Wealth, Inc.2.543.321 $
Avior Wealth Management, LLC2.484.855 $+868.331 $
+53,7 %
1.616.524 $
Johnson & White Wealth Management, LLC2.478.341 $
Sequent Planning LLC2.338.962 $
VICTORY FINANCIAL GROUP, LLC2.330.665 $+2.005.176 $
+616,1 %
325.489 $+74.733 $
+29,8 %
250.756 $
Noble Wealth Management PBC2.311.997 $
KESTRA PRIVATE WEALTH SERVICES, LLC2.295.082 $+1.425.811 $
+164,0 %
869.271 $
AE Wealth Management LLC2.292.902 $
Ethos Financial Group, LLC2.265.145 $
Diligent Investors, LLC2.149.566 $+1.151.474 $
+115,4 %
998.092 $
Janney Montgomery Scott LLC2.113.000 $
Castleview Partners, LLC2.101.249 $+926.614 $
+78,9 %
1.174.635 $+352.261 $
+42,8 %
822.374 $
KINTRA WEALTH, LLC1.976.884 $
BECK CAPITAL MANAGEMENT, LLC1.970.050 $+1.405.707 $
+249,1 %
564.343 $
COMPASS FINANCIAL MANAGEMENT LLC1.956.430 $
DAYMARK WEALTH PARTNERS, LLC1.913.300 $+1.309.744 $
+217,0 %
603.556 $
Beaumont Financial Advisors, LLC1.912.893 $+682.790 $
+55,5 %
1.230.103 $
SILVER OAK SECURITIES, INCORPORATED1.874.009 $
Pallas Capital Advisors LLC1.859.816 $
FSB PREMIER WEALTH MANAGEMENT, INC.1.848.444 $+1.554.198 $
+528,2 %
294.246 $
Quad-Cities Investment Group, LLC1.831.487 $+473.214 $
+34,8 %
1.358.273 $+1.141.878 $
+527,7 %
216.395 $
Legacy Wealth Managment, LLC/ID1.801.443 $+1.633.328 $
+971,6 %
168.115 $
GoalVest Advisory LLC1.727.250 $+1.284.964 $
+290,5 %
442.286 $
WEDBUSH SECURITIES INC1.718.000 $+1.023.000 $
+147,2 %
695.000 $
Gaddis Premier Wealth Advisors LLC1.682.943 $+1.437.974 $
+587,0 %
244.969 $
Prospera Financial Services Inc1.660.476 $+803.667 $
+93,8 %
856.809 $
Capital CS Group, LLC1.054.983 $-601.339 $
-36,3 %
1.656.322 $
Pine Valley Investments Ltd Liability Co1.623.904 $
Aptus Capital Advisors, LLC1.554.946 $+446.131 $
+40,2 %
1.108.815 $
FOUNDATIONS INVESTMENT ADVISORS, LLC1.542.348 $
Core Wealth Partners LLC1.536.047 $+786.900 $
+105,0 %
749.147 $
Legacy Edge Advisors, LLC1.527.961 $
Larson Financial Group LLC1.506.862 $+691.081 $
+84,7 %
815.781 $+435.083 $
+114,3 %
380.698 $
LANARK FINANCIAL, INC.1.497.623 $
KINGSWOOD WEALTH ADVISORS, LLC1.494.744 $+271.855 $
+22,2 %
1.222.889 $
Parallel Advisors, LLC1.457.240 $+1.256.346 $
+625,4 %
200.894 $
Bright Futures Wealth Management, LLC.1.446.073 $+80.503 $
+5,9 %
1.365.570 $
VIMA LLC1.415.615 $+1.077.175 $
+318,3 %
338.440 $
Kovack Advisors, Inc.1.405.478 $
Balboa Wealth Partners1.376.614 $
AlphaStar Capital Management, LLC1.366.408 $+897.656 $
+191,5 %
468.752 $
Prairie Wealth Advisors, Inc.1.346.617 $+671.379 $
+99,4 %
675.238 $
RFG Advisory, LLC1.327.713 $+187.324 $
+16,4 %
1.140.389 $+664.353 $
+139,6 %
476.036 $
Apollon Wealth Management, LLC1.313.492 $+811.102 $
+161,4 %
502.390 $
Benson Wealth Management INC1.299.084 $+1.135.799 $
+695,6 %
163.285 $
Mariner, LLC1.247.400 $+600.335 $
+92,8 %
647.065 $
POM Investment Strategies, LLC1.231.512 $+1.211.554 $
+6.070,5 %
19.958 $
WPG Advisers, LLC1.192.853 $+814.288 $
+215,1 %
378.565 $
Visionary Wealth Advisors1.178.874 $+889.519 $
+307,4 %
289.355 $
Maia Wealth LLC1.171.998 $+192.415 $
+19,6 %
979.583 $+401.199 $
+69,4 %
578.384 $
Aurora Private Wealth, Inc.1.166.000 $+734.000 $
+169,9 %
432.000 $
Pinion Investment Advisors, LLC1.132.114 $
StoneX Group Inc.1.117.783 $+303.314 $
+37,2 %
814.469 $
Trek Financial, LLC1.027.383 $+596.822 $
+138,6 %
430.561 $
CROSSPOINT FINANCIAL, LLC1.020.243 $
WORLD EQUITY GROUP, INC.459.486 $-558.372 $
-54,9 %
1.017.858 $
Financial Partners Group, Inc1.006.128 $
Cyndeo Wealth Partners, LLC1.004.223 $+453.148 $
+82,2 %
551.075 $
MBE Wealth Management, LLC1.002.745 $+37.599 $
+3,9 %
965.146 $+539.598 $
+126,8 %
425.548 $
MCDONALD PARTNERS LLC1.001.280 $+211.260 $
+26,7 %
790.020 $
TRANSCEND CAPITAL ADVISORS, LLC986.216 $
BlackDiamond Wealth Management, LLC954.186 $
Burnham & Co LLC904.365 $
Capital Analysts, LLC896.000 $+841.000 $
+1.529,1 %
55.000 $
Privatperson886.530 $
Advyzon Investment Management, LLC842.764 $
Chris Bulman Inc830.625 $+538.546 $
+184,4 %
292.079 $
WINNACLE WEALTH LLC825.508 $
Accurate Wealth Management, LLC812.846 $+330.427 $
+68,5 %
482.419 $
Delta Investment Management, LLC799.417 $
MN Wealth Advisors, LLC791.244 $+425.159 $
+116,1 %
366.085 $
Mission Financial Group, LLC790.024 $
Independent Wealth Network Inc.787.131 $+563.701 $
+252,3 %
223.430 $
PRIVATE CLIENT SERVICES, LLC785.525 $
OneDigital Investment Advisors LLC774.011 $
Spectrum Advisors, Inc.772.571 $+28.663 $
+3,9 %
743.908 $+297.647 $
+66,7 %
446.261 $
Sanctuary Advisors, LLC771.080 $
Echo Wealth Management, LLC743.888 $
Millington Financial Advisors, LLC739.127 $
Vantus Wealth LLC737.234 $
TCFG Investment Advisors, LLC708.001 $+405.969 $
+134,4 %
302.032 $
Legacy Capital Wealth Partners, LLC707.474 $+16.683 $
+2,4 %
690.791 $
Triumph Capital Management706.737 $+237.507 $
+50,6 %
469.230 $
Rehmann Capital Advisory Group678.014 $
Prostatis Group LLC672.660 $
Range Financial Group LLC662.764 $
Boyce & Associates Wealth Consulting, Inc.626.451 $+411.406 $
+191,3 %
215.045 $
First Heartland Consultants, Inc.620.606 $
Capital Investment Advisory Services, LLC615.883 $
Santori & Peters, Inc.613.221 $+362.390 $
+144,5 %
250.831 $
SUMMIT WEALTH GROUP LLC / CO609.300 $+163.043 $
+36,5 %
446.257 $
SECURED RETIREMENT ADVISORS, LLC579.646 $+356.179 $
+159,4 %
223.467 $
RPS ADVISORY SOLUTIONS LLC559.480 $
Onyx Bridge Wealth Group LLC545.165 $
Monument Capital Management433.992 $-110.332 $
-20,3 %
544.324 $
WCG Wealth Advisors LLC529.625 $
LM Advisors LLC526.000 $
MILESTONE ASSET MANAGEMENT, LLC519.837 $+303.501 $
+140,3 %
216.336 $
Miller Global Investments, LLC491.566 $
OSAIC HOLDINGS, INC.486.902 $
CWM, LLC463.380 $
WealthCare Asset Management, LLC222.013 $-220.523 $
-49,8 %
442.536 $
Lighthouse Wealth Management Inc.441.711 $
Taylor Securities Services, Inc.437.870 $
NEW WAVE WEALTH ADVISORS LLC317.403 $-88.527 $
-21,8 %
405.930 $
Beacon Financial Advisory LLC404.175 $
Blue Trust, Inc.380.395 $
OPPENHEIMER & CO INC379.464 $
Strategic Financial Concepts, LLC374.344 $+21.424 $
+6,1 %
352.920 $
CALIBER WEALTH MANAGEMENT, LLC / KS365.699 $+26.343 $
+7,8 %
339.356 $+6.754 $
+2,0 %
332.602 $
Keating Financial Advisory Services, Inc.352.141 $
Meridian Wealth Management, LLC347.924 $
Harvest Investment Services, LLC338.987 $
M.E. ALLISON & CO., INC.324.164 $
NORDEN GROUP LLC313.255 $
Presidio Capital Management, LLC308.357 $
Integras Partners LLC307.205 $+67.559 $
+28,2 %
239.646 $
Beacon Capital Management, LLC304.316 $
VERUS CAPITAL PARTNERS, LLC296.129 $
Apollon Financial, LLC291.851 $+979 $
+0,3 %
290.872 $
Plan Group Financial, LLC286.927 $
Ascentis Independent Advisors285.782 $
Carmel Capital Partners, LLC274.205 $
TCP Asset Management, LLC273.651 $+15.585 $
+6,0 %
258.066 $
Merit Financial Group, LLC272.993 $
Crumly & Associates Inc.261.167 $
Elevation Wealth Management LLC259.126 $
GSG Advisors LLC254.856 $
Nicht ausgewiesen254.719 $
Five Pine Wealth Management252.501 $+847 $
+0,3 %
251.654 $
ZEGA Investments, LLC249.882 $
Beacon Capital Management, Inc.247.838 $
Vise Technologies, Inc.241.517 $
Tradition Wealth Management, LLC239.463 $
Advisory Services Network, LLC237.810 $
Encompass More Asset Management230.662 $
MONEY CONCEPTS CAPITAL CORP226.424 $
Grantvest Financial Group LLC224.423 $
Secure Asset Management, LLC216.927 $
MANCHESTER FINANCIAL INC214.796 $
FIFTH THIRD BANCORP211.458 $+169.878 $
+408,6 %
41.580 $
RIA Advisory Group LLC211.247 $+2.276 $
+1,1 %
208.971 $-1.860 $
-0,9 %
210.831 $
Oder Investment Management, LLC203.866 $
HBK Sorce Advisory LLC202.096 $
Anfield Capital Management, LLC200.865 $
Investors Portfolio Services LLC106.103 $+99.910 $
+1.613,3 %
6.193 $
AMERIFLEX GROUP, INC.88.864 $
WOLFF WIESE MAGANA LLC76.214 $
TOUNJIAN ADVISORY PARTNERS, LLC71.037 $+51.099 $
+256,3 %
19.938 $
EverSource Wealth Advisors, LLC62.430 $
Networth Advisors, LLC54.674 $
Global Retirement Partners, LLC50.780 $
Torren Management, LLC44.707 $+1.644 $
+3,8 %
43.063 $
JPMORGAN CHASE & CO41.420 $
Key Capital Management, INC38.257 $+31.687 $
+482,3 %
6.570 $
TopTier Wealth Management, LLC20.115 $
FIDUCIARY FINANCIAL ADVISORS14.553 $
Signature Equity Partners, LLC10.942 $
Rossby Financial, LCC10.160 $
Decker Retirement Planning Inc.9.032 $+363 $
+4,2 %
8.669 $
JONES FINANCIAL COMPANIES LLLP5.209 $
Coppell Advisory Solutions LLC916 $
Downshift Financial, LLC234 $
Nova Financial LLC21 $
Gesamt894.631.329 $+366.485.724 $
+194,7 %
677.579.465 $+220.691.089 $
+1.945,3 %
67.795.529 $
Erweitert ×