Stammdaten
Unternehmen & Branche
| Name | PRINCIPAL SECURITIES, INC. |
|---|---|
| Ticker | |
| CIK | 0000012600 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Externe Quellen: SEC EDGAR » · FMP-Profil » · Yahoo Finance »
Fondsaktivität (Vorquartalsvergleich)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 2,495,054 | 0 | 2,495,054 | 71,475,625 | Neu | +100,0% | |
| Swan Global Investments, LLC | 2,274,467 | 2,372,802 | -98,335 | 69,098,307 | Reduziert | -4,1% | |
| Cetera Investment Advisers | 1,411,780 | 0 | 1,411,780 | 60,141,343 | Neu | +100,0% | |
| Simplify Asset Management Inc. | 715,870 | 715,870 | 0 | 17,323,601 | Unverändert | 0,0% | |
| Calamos Advisors LLC | 595,045 | 0 | 595,045 | 15,517,024 | Neu | +100,0% | |
| Ascension Capital Advisors, Inc. | 635,914 | 0 | 635,914 | 14,823,155 | Neu | +100,0% | |
| WJ Interests, LLC | 450,526 | 423,269 | 27,257 | 14,187,035 | Aufgestockt | +6,4% | |
| PRINCIPAL SECURITIES, INC. | 291,639 | 0 | 291,639 | 9,902,315 | Neu | +100,0% | |
| Continuum Advisory, LLC | 431,710 | 386,244 | 45,466 | 9,726,081 | Aufgestockt | +11,8% | |
| HARBOUR INVESTMENTS, INC. | 358,330 | 0 | 358,330 | 8,763,413 | Neu | +100,0% | |
| OLD MISSION CAPITAL LLC | 325,351 | 0 | 325,351 | 8,686,089 | Neu | +100,0% | |
| Calamos Wealth Management LLC | 278,238 | 0 | 278,238 | 7,371,216 | Neu | +100,0% | |
| Focus Partners Wealth | 276,354 | 0 | 276,354 | 6,441,815 | Neu | +100,0% | |
| CreativeOne Wealth, LLC | 258,414 | 0 | 258,414 | 6,356,034 | Neu | +100,0% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 238,521 | 0 | 238,521 | 6,100,639 | Neu | +100,0% | |
| OSAIC HOLDINGS, INC. | 207,701 | 0 | 207,701 | 5,992,048 | Neu | +100,0% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 221,594 | 0 | 221,594 | 5,249,450 | Neu | +100,0% | |
| Owen LaRue, LLC | 190,321 | 235,690 | -45,369 | 4,859,638 | Reduziert | -19,2% | |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 169,417 | 156,168 | 13,249 | 4,847,327 | Aufgestockt | +8,5% | |
| Mid-American Wealth Advisory Group, Inc. | 201,104 | 0 | 201,104 | 4,687,733 | Neu | +100,0% | |
| CITADEL ADVISORS LLC | 89,038 | 0 | 89,038 | 4,164,987 | Neu | +100,0% | |
| Brookstone Capital Management | 165,537 | 161,371 | 4,166 | 3,921,476 | Aufgestockt | +2,6% | |
| GTS SECURITIES LLC | 135,189 | 0 | 135,189 | 3,908,867 | Neu | +100,0% | |
| Farther Finance Advisors, LLC | 154,140 | 1,812 | 152,328 | 3,767,212 | Aufgestockt | +8406,6% | |
| JIM SAULNIER & ASSOCIATES, LLC | 130,491 | 89,743 | 40,748 | 3,445,274 | Aufgestockt | +45,4% | |
| JANE STREET GROUP, LLC | 81,371 | 0 | 81,371 | 3,144,278 | Neu | +100,0% | |
| Outlook Wealth Advisors, LLC | 120,585 | 116,283 | 4,302 | 2,973,475 | Aufgestockt | +3,7% | |
| Authentikos Wealth Advisory, LLC | 68,636 | 67,064 | 1,572 | 2,740,642 | Aufgestockt | +2,3% | |
| Anfield Capital Management, LLC | 91,742 | 0 | 91,742 | 2,733,808 | Neu | +100,0% | |
| CERTIOR FINANCIAL GROUP, LLC | 56,368 | 59,326 | -2,958 | 2,354,993 | Reduziert | -5,0% | |
| Envestnet Portfolio Solutions, Inc. | 62,941 | 69,195 | -6,254 | 2,308,381 | Reduziert | -9,0% | |
| Legacy Wealth Managment, LLC/ID | 53,691 | 72,011 | -18,320 | 2,137,824 | Reduziert | -25,4% | |
| Private Advisor Group, LLC | 20,133 | 0 | 20,133 | 1,928,083 | Neu | +100,0% | |
| Financial Enhancement Group LLC | 52,444 | 0 | 52,444 | 1,699,710 | Neu | +100,0% | |
| Brookwood Investment Group LLC | 59,368 | 0 | 59,368 | 1,693,272 | Neu | +100,0% | |
| Golden State Wealth Management, LLC | 59,883 | 0 | 59,883 | 1,603,690 | Neu | +100,0% | |
| CoreCap Advisors, LLC | 60,035 | 59,406 | 629 | 1,541,926 | Aufgestockt | +1,1% | |
| Whipplewood Advisors, LLC | 63,597 | 62,031 | 1,566 | 1,508,954 | Aufgestockt | +2,5% | |
| Park Edge Advisors, LLC | 36,857 | 37,379 | -522 | 1,471,700 | Reduziert | -1,4% | |
| Steward Partners Investment Advisory, LLC | 54,492 | 22,004 | 32,488 | 1,410,198 | Aufgestockt | +147,6% | |
| Storen Legacy Partners, LLC | 43,827 | 44,195 | -368 | 1,331,464 | Reduziert | -0,8% | |
| LPL Financial LLC | 43,935 | 0 | 43,935 | 1,309,307 | Neu | +100,0% | |
| Dynamic Advisor Solutions LLC | 60,199 | 0 | 60,199 | 1,285,453 | Neu | +100,0% | |
| AE Wealth Management LLC | 51,057 | 0 | 51,057 | 1,190,294 | Neu | +100,0% | |
| Innova Wealth Partners | 37,583 | 56,153 | -18,570 | 1,183,492 | Reduziert | -33,1% | |
| Kestra Advisory Services, LLC | 38,783 | 0 | 38,783 | 1,147,495 | Neu | +100,0% | |
| Atria Investments, Inc | 42,188 | 0 | 42,188 | 1,078,736 | Neu | +100,0% | |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 35,439 | 0 | 35,439 | 1,004,341 | Neu | +100,0% | |
| Horizon Investments, LLC | 26,805 | 0 | 26,805 | 959,477 | Neu | +100,0% | |
| Millington Financial Advisors, LLC | 38,669 | 26,420 | 12,249 | 946,628 | Aufgestockt | +46,4% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter
Stand: 31.03.2026
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| Swan Global Investments, LLC | 2,274,467 | 69,098,307 | 41.02 |
| Simplify Asset Management Inc. | 715,870 | 17,323,601 | 10.28 |
| WJ Interests, LLC | 450,526 | 14,187,035 | 8.42 |
| Continuum Advisory, LLC | 431,710 | 9,726,081 | 5.77 |
| Owen LaRue, LLC | 190,321 | 4,859,638 | 2.88 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 169,417 | 4,847,327 | 2.88 |
| Brookstone Capital Management | 165,537 | 3,921,476 | 2.33 |
| Farther Finance Advisors, LLC | 154,140 | 3,767,212 | 2.24 |
| JIM SAULNIER & ASSOCIATES, LLC | 130,491 | 3,445,274 | 2.05 |
| Outlook Wealth Advisors, LLC | 120,585 | 2,973,475 | 1.77 |
| Authentikos Wealth Advisory, LLC | 68,636 | 2,740,642 | 1.63 |
| CERTIOR FINANCIAL GROUP, LLC | 56,368 | 2,354,993 | 1.40 |
| Envestnet Portfolio Solutions, Inc. | 62,941 | 2,308,381 | 1.37 |
| Legacy Wealth Managment, LLC/ID | 53,691 | 2,137,824 | 1.27 |
| Golden State Wealth Management, LLC | 59,883 | 1,603,690 | 0.95 |
| CoreCap Advisors, LLC | 60,035 | 1,541,926 | 0.92 |
| Whipplewood Advisors, LLC | 63,597 | 1,508,954 | 0.90 |
| Park Edge Advisors, LLC | 36,857 | 1,471,700 | 0.87 |
| Steward Partners Investment Advisory, LLC | 54,492 | 1,410,198 | 0.84 |
| Storen Legacy Partners, LLC | 43,827 | 1,331,464 | 0.79 |