Stammdaten
Unternehmen & Branche
| Name | Cambridge Investment Research Advisors, Inc. |
|---|---|
| Ticker | |
| CIK | 0001419186 |
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 |
|---|---|---|---|---|---|---|---|
| Financial Security Advisor, Inc. | 1,900,096 | 0 | 1,900,096 | 95,623,272 | Neu | +100,0% | |
| OneAscent Financial Services LLC | 1,604,453 | 1,470,256 | 134,197 | 47,812,712 | Aufgestockt | +9,1% | |
| Cooper Financial Group | 869,916 | 0 | 869,916 | 23,529,401 | Neu | +100,0% | |
| OneAscent Wealth Management LLC | 581,253 | 530,851 | 50,402 | 17,321,339 | Aufgestockt | +9,5% | |
| Arkadios Wealth Advisors | 230,710 | 0 | 230,710 | 11,610,611 | Neu | +100,0% | |
| Wealth Intelligence, LLC | 226,035 | 0 | 226,035 | 4,804,057 | Neu | +100,0% | |
| Atria Investments, Inc | 103,071 | 0 | 103,071 | 3,035,441 | Neu | +100,0% | |
| GTS SECURITIES LLC | 68,045 | 0 | 68,045 | 2,958,120 | Neu | +100,0% | |
| Kestra Advisory Services, LLC | 105,360 | 0 | 105,360 | 2,592,141 | Neu | +100,0% | |
| Austin Wealth Management, LLC | 45,512 | 0 | 45,512 | 2,372,923 | Neu | +100,0% | |
| Paul R. Ried Financial Group, LLC | 35,666 | 35,666 | 0 | 1,798,522 | Unverändert | 0,0% | |
| Aspect Partners, LLC | 30,742 | 30,742 | 0 | 1,550,237 | Unverändert | 0,0% | |
| OneAscent Family Office, LLC | 52,020 | 49,766 | 2,254 | 1,550,198 | Aufgestockt | +4,5% | |
| DAYMARK WEALTH PARTNERS, LLC | 26,199 | 0 | 26,199 | 1,346,656 | Neu | +100,0% | |
| CAHILL FINANCIAL ADVISORS INC | 25,509 | 0 | 25,509 | 1,311,179 | Neu | +100,0% | |
| TWIN PEAKS WEALTH ADVISORS, LLC | 25,569 | 25,569 | 0 | 1,289,356 | Unverändert | 0,0% | |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 20,922 | 20,922 | 0 | 1,055,038 | Unverändert | 0,0% | |
| Prism Advisors, Inc. | 20,560 | 20,560 | 0 | 1,036,797 | Unverändert | 0,0% | |
| Walkner Condon Financial Advisors LLC | 18,944 | 19,073 | -129 | 955,288 | Reduziert | -0,7% | |
| First Heartland Consultants, Inc. | 30,366 | 31,487 | -1,121 | 904,907 | Reduziert | -3,6% | |
| Chicago Partners Investment Group LLC | 16,166 | 0 | 16,166 | 848,706 | Neu | +100,0% | |
| Triumph Capital Management | 16,116 | 0 | 16,116 | 811,037 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 23,842 | 0 | 23,842 | 774,875 | Neu | +100,0% | |
| Simplicity Wealth,LLC | 24,467 | 0 | 24,467 | 661,781 | Neu | +100,0% | |
| CITADEL ADVISORS LLC | 22,077 | 0 | 22,077 | 542,432 | Neu | +100,0% | |
| Well Done, LLC | 10,682 | 10,682 | 0 | 538,660 | Unverändert | 0,0% | |
| BLAIR WILLIAM & CO/IL | 10,280 | 10,280 | 0 | 517,937 | Unverändert | 0,0% | |
| Wealthcare Advisory Partners LLC | 10,126 | 10,126 | 0 | 510,627 | Unverändert | 0,0% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,990 | 0 | 13,990 | 503,079 | Neu | +100,0% | |
| OneAscent Investment Solutions LLC | 16,116 | 14,630 | 1,486 | 480,269 | Aufgestockt | +10,2% | |
| General Partner, Inc. | 8,555 | 0 | 8,555 | 439,735 | Neu | +100,0% | |
| Nvest Wealth Strategies, Inc. | 8,437 | 8,437 | 0 | 425,473 | Unverändert | 0,0% | |
| Strategic Blueprint, LLC | 13,092 | 12,811 | 281 | 390,142 | Aufgestockt | +2,2% | |
| Black Diamond Financial, LLC | 9,635 | 11,093 | -1,458 | 340,931 | Reduziert | -13,1% | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13,610 | 26,655 | -13,045 | 326,364 | Reduziert | -48,9% | |
| IFP Advisors, Inc | 6,088 | 6,224 | -136 | 181,422 | Reduziert | -2,2% | |
| ROYAL BANK OF CANADA | 7,871 | 0 | 7,871 | 166,000 | Neu | +100,0% | |
| OSAIC HOLDINGS, INC. | 6,506 | 0 | 6,506 | 159,866 | Neu | +100,0% | |
| Sound Income Strategies, LLC | 2,519 | 419 | 2,100 | 124,623 | Aufgestockt | +501,2% | |
| Farther Finance Advisors, LLC | 1,812 | 81 | 1,731 | 43,416 | Aufgestockt | +2137,0% | |
| UBS Group AG | 813 | 943 | -130 | 32,504 | Reduziert | -13,8% | |
| Values First Advisors, Inc. | 829 | 825 | 4 | 24,714 | Aufgestockt | +0,5% | |
| Steward Partners Investment Advisory, LLC | 1,000 | 0 | 1,000 | 23,930 | Neu | +100,0% | |
| Horizon Investments, LLC | 842 | 0 | 842 | 23,854 | Neu | +100,0% | |
| Cambridge Investment Research Advisors, Inc. | 367,253 | 214,460 | 152,793 | 15,237 | Aufgestockt | +71,2% | |
| Capital Investment Advisory Services, LLC | 400 | 357 | 43 | 9,667 | Aufgestockt | +12,0% | |
| Blue Trust, Inc. | 181 | 0 | 181 | 5,394 | Neu | +100,0% | |
| AdvisorNet Financial, Inc | 98 | 0 | 98 | 2,724 | Neu | +100,0% | |
| Geneos Wealth Management Inc. | 92 | 0 | 92 | 2,260 | Neu | +100,0% | |
| FLOW TRADERS U.S. LLC | 18,019 | 0 | 18,019 | 531 | Neu | +100,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter
Stand: 31.03.2026
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| OneAscent Financial Services LLC | 1,604,453 | 47,812,712 | 44.16 |
| Cooper Financial Group | 869,916 | 23,529,401 | 21.73 |
| OneAscent Wealth Management LLC | 581,253 | 17,321,339 | 16.00 |
| Wealth Intelligence, LLC | 226,035 | 4,804,057 | 4.44 |
| Paul R. Ried Financial Group, LLC | 35,666 | 1,798,522 | 1.66 |
| Aspect Partners, LLC | 30,742 | 1,550,237 | 1.43 |
| OneAscent Family Office, LLC | 52,020 | 1,550,198 | 1.43 |
| TWIN PEAKS WEALTH ADVISORS, LLC | 25,569 | 1,289,356 | 1.19 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 20,922 | 1,055,038 | 0.97 |
| Prism Advisors, Inc. | 20,560 | 1,036,797 | 0.96 |
| Walkner Condon Financial Advisors LLC | 18,944 | 955,288 | 0.88 |
| First Heartland Consultants, Inc. | 30,366 | 904,907 | 0.84 |
| Simplicity Wealth,LLC | 24,467 | 661,781 | 0.61 |
| Well Done, LLC | 10,682 | 538,660 | 0.50 |
| BLAIR WILLIAM & CO/IL | 10,280 | 517,937 | 0.48 |
| Wealthcare Advisory Partners LLC | 10,126 | 510,627 | 0.47 |
| OneAscent Investment Solutions LLC | 16,116 | 480,269 | 0.44 |
| Nvest Wealth Strategies, Inc. | 8,437 | 425,473 | 0.39 |
| Strategic Blueprint, LLC | 13,092 | 390,142 | 0.36 |
| Black Diamond Financial, LLC | 9,635 | 340,931 | 0.31 |