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Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
93.6
330 neu, 124 erhöht, 644,4M $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | COMMONWEALTH EQUITY SERVICES, LLC |
|---|---|
| Ticker | |
| CIK | 0000312272 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-22 10:35:03.049111 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| BROWN ADVISORY INC | 18,728,774 | 19,023,453 | -294,679 | 484,513,397 | Reduziert | -1,5% | |
| PRUDENTIAL FINANCIAL INC | 4,016,479 | 2,826,892 | 1,189,587 | 122,051,666 | Aufgestockt | +42,1% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 4,813,920 | 2,556,667 | 2,257,253 | 120,986,353 | Aufgestockt | +88,3% | |
| KINTRA WEALTH, LLC | 1,788,683 | 0 | 1,788,683 | 109,267,608 | Neu | +100,0% | |
| HOLLENCREST CAPITAL MANAGEMENT | 2,388,267 | 0 | 2,388,267 | 52,112,001 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 1,725,755 | 464,774 | 1,260,981 | 49,858,956 | Aufgestockt | +271,3% | |
| Allworth Financial LP | 1,858,908 | 200 | 1,858,708 | 40,181,626 | Aufgestockt | +929354,0% | |
| Weaver Capital Management LLC | 1,325,161 | 0 | 1,325,161 | 27,299,972 | Neu | +100,0% | |
| JIM SAULNIER & ASSOCIATES, LLC | 890,624 | 753,454 | 137,170 | 26,039,416 | Aufgestockt | +18,2% | |
| Calamos Advisors LLC | 905,202 | 809,968 | 95,234 | 23,280,509 | Aufgestockt | +11,8% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 897,864 | 408,342 | 489,522 | 21,944,568 | Aufgestockt | +119,9% | |
| Cetera Investment Advisers | 992,725 | 0 | 992,725 | 21,931,297 | Neu | +100,0% | |
| SMI Advisory Services, LLC | 808,213 | 0 | 808,213 | 20,851,884 | Neu | +100,0% | |
| AMERICAN CENTURY COMPANIES INC | 366,900 | 325,500 | 41,400 | 18,348,669 | Aufgestockt | +12,7% | |
| Riverview Trust Co | 351,465 | 362,132 | -10,667 | 17,655,844 | Reduziert | -2,9% | |
| Rise Advisors, LLC | 827,524 | 7,522 | 820,002 | 16,649,782 | Aufgestockt | +10901,4% | |
| Krilogy Financial LLC | 540,434 | 0 | 540,434 | 15,213,747 | Neu | +100,0% | |
| Swan Global Investments, LLC | 422,641 | 447,213 | -24,572 | 13,452,663 | Reduziert | -5,5% | |
| Calamos Wealth Management LLC | 470,238 | 343,978 | 126,260 | 12,856,657 | Aufgestockt | +36,7% | |
| Maltin Wealth Management, Inc. | 375,714 | 361,737 | 13,977 | 12,749,233 | Aufgestockt | +3,9% | |
| HARBOUR INVESTMENTS, INC. | 521,347 | 156,776 | 364,571 | 12,301,385 | Aufgestockt | +232,5% | |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 466,193 | 327,100 | 139,093 | 11,975,985 | Aufgestockt | +42,5% | |
| Valley Financial Group, Inc. | 451,925 | 0 | 451,925 | 11,975,754 | Neu | +100,0% | |
| SageView Advisory Group, LLC | 510,399 | 0 | 510,399 | 11,199,643 | Neu | +100,0% | |
| Valtinson Bruner Financial Planning LLC | 495,178 | 64,920 | 430,258 | 10,703,322 | Aufgestockt | +662,8% | |
| Spire Wealth Management | 330,302 | 294,555 | 35,747 | 9,810,353 | Aufgestockt | +12,1% | |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 464,203 | 17,548 | 446,655 | 9,460,228 | Aufgestockt | +2545,3% | |
| LPL Financial LLC | 210,105 | 188,950 | 21,155 | 7,853,604 | Aufgestockt | +11,2% | |
| Kestra Advisory Services, LLC | 266,273 | 140,695 | 125,578 | 7,562,849 | Aufgestockt | +89,3% | |
| Private Advisor Group, LLC | 270,578 | 0 | 270,578 | 7,481,473 | Neu | +100,0% | |
| Lloyd Advisory Services, LLC. | 181,042 | 0 | 181,042 | 7,213,511 | Neu | +100,0% | |
| San Luis Wealth Advisors LLC | 143,117 | 133,786 | 9,331 | 7,157,289 | Aufgestockt | +7,0% | |
| OLD MISSION CAPITAL LLC | 290,588 | 402,619 | -112,031 | 7,122,408 | Reduziert | -27,8% | |
| Quantinno Capital Management LP | 273,988 | 0 | 273,988 | 7,088,070 | Neu | +100,0% | |
| OSAIC HOLDINGS, INC. | 218,733 | 213,209 | 5,524 | 6,516,320 | Aufgestockt | +2,6% | |
| B. Riley Wealth Advisors, Inc. | 273,900 | 0 | 273,900 | 5,929,381 | Neu | +100,0% | |
| Delta Investment Management, LLC | 264,647 | 0 | 264,647 | 5,832,836 | Neu | +100,0% | |
| Atria Investments, Inc | 243,845 | 130,624 | 113,221 | 5,117,089 | Aufgestockt | +86,7% | |
| LexAurum Advisors, LLC | 243,698 | 0 | 243,698 | 4,972,877 | Neu | +100,0% | |
| Farther Finance Advisors, LLC | 206,774 | 1,866 | 204,908 | 4,924,918 | Aufgestockt | +10981,1% | |
| Spectrum Asset Management, Inc. (NB/CA) | 177,524 | 0 | 177,524 | 4,908,539 | Neu | +100,0% | |
| OneDigital Investment Advisors LLC | 191,049 | 218,856 | -27,807 | 4,826,347 | Reduziert | -12,7% | |
| Weaver Consulting Group | 117,709 | 95,634 | 22,075 | 4,574,375 | Aufgestockt | +23,1% | |
| Castleview Partners, LLC | 113,005 | 103,518 | 9,487 | 4,537,151 | Aufgestockt | +9,2% | |
| CIBC WORLD MARKET INC. | 162,205 | 0 | 162,205 | 4,484,968 | Neu | +100,0% | |
| Reyes Financial Architecture, Inc. | 153,228 | 0 | 153,228 | 4,236,764 | Neu | +100,0% | |
| DHJJ Financial Advisors, Ltd. | 145,944 | 103,819 | 42,125 | 4,014,248 | Aufgestockt | +40,6% | |
| GREAT VALLEY ADVISOR GROUP, INC. | 199,341 | 69,421 | 129,920 | 4,011,000 | Aufgestockt | +187,1% | |
| Merit Financial Group, LLC | 174,541 | 0 | 174,541 | 3,699,572 | Neu | +100,0% | |
| HighTower Advisors, LLC | 135,971 | 0 | 135,971 | 3,689,814 | Neu | +100,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| BROWN ADVISORY INC | 18,728,774 | 484,513,397 | 31.89 |
| PRUDENTIAL FINANCIAL INC | 4,016,479 | 122,051,666 | 8.03 |
| COMMONWEALTH EQUITY SERVICES, LLC | 4,813,920 | 120,986,353 | 7.96 |
| KINTRA WEALTH, LLC | 1,788,683 | 109,267,608 | 7.19 |
| HOLLENCREST CAPITAL MANAGEMENT | 2,388,267 | 52,112,001 | 3.43 |
| JANE STREET GROUP, LLC | 1,725,755 | 49,858,956 | 3.28 |
| Allworth Financial LP | 1,858,908 | 40,181,626 | 2.64 |
| Weaver Capital Management LLC | 1,325,161 | 27,299,972 | 1.80 |
| JIM SAULNIER & ASSOCIATES, LLC | 890,624 | 26,039,416 | 1.71 |
| Calamos Advisors LLC | 905,202 | 23,280,509 | 1.53 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 897,864 | 21,944,568 | 1.44 |
| Cetera Investment Advisers | 992,725 | 21,931,297 | 1.44 |
| SMI Advisory Services, LLC | 808,213 | 20,851,884 | 1.37 |
| AMERICAN CENTURY COMPANIES INC | 366,900 | 18,348,669 | 1.21 |
| Riverview Trust Co | 351,465 | 17,655,844 | 1.16 |
| Rise Advisors, LLC | 827,524 | 16,649,782 | 1.10 |
| Krilogy Financial LLC | 540,434 | 15,213,747 | 1.00 |
| Swan Global Investments, LLC | 422,641 | 13,452,663 | 0.89 |
| Calamos Wealth Management LLC | 470,238 | 12,856,657 | 0.85 |
| Maltin Wealth Management, Inc. | 375,714 | 12,749,233 | 0.84 |