Empfehlung
10,8
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
48
14 neu, 7 erhöht, -12470K $ 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 | MERCER GLOBAL ADVISORS INC /ADV |
|---|---|
| Ticker | |
| CIK | 0000853758 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-25 00:00:17.803836 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 31,787,963 | 32,130,783 | -342,820 | 1,004,099,090 | Reduziert | -1,1% | |
| IMC-Chicago, LLC | 234,200 | 171,400 | 62,800 | 13,564,864 | Aufgestockt | +36,6% | |
| Peak Retirement Planning, Inc. | 166,264 | 0 | 166,264 | 12,710,917 | Neu | +100,0% | |
| Plum Street Advisors, LLC | 133,488 | 0 | 133,488 | 8,852,561 | Neu | +100,0% | |
| Integrated Advisors Network LLC | 110,809 | 103,289 | 7,520 | 3,704,604 | Aufgestockt | +7,3% | |
| GROUP ONE TRADING LLC | 47,764 | 30,700 | 17,064 | 2,736,036 | Aufgestockt | +55,6% | |
| MERCER GLOBAL ADVISORS INC /ADV | 210,508 | 74,821 | 135,687 | 1,881,782 | Aufgestockt | +181,3% | |
| OLD MISSION CAPITAL LLC | 45,775 | 45,737 | 38 | 1,674,181 | Aufgestockt | +0,1% | |
| Inspire Investing, LLC | 14,380 | 0 | 14,380 | 1,402,470 | Neu | +100,0% | |
| Chicago Partners Investment Group LLC | 24,853 | 24,834 | 19 | 1,011,659 | Aufgestockt | +0,1% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 61,191 | 12,344 | 48,847 | 881,235 | Aufgestockt | +395,7% | |
| Bristlecone Advisors, LLC | 9,000 | 0 | 9,000 | 688,050 | Neu | +100,0% | |
| Rockefeller Capital Management L.P. | 14,339 | 7,570 | 6,769 | 536,552 | Aufgestockt | +89,4% | |
| NOTTINGHAM ADVISORS, INC. | 8,102 | 0 | 8,102 | 530,843 | Neu | +100,0% | |
| Saxony Capital Management, LLC | 21,664 | 30,191 | -8,527 | 508,584 | Reduziert | -28,2% | |
| Optiver Holding B.V. | 75,631 | 0 | 75,631 | 487,041 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 11,992 | 26,046 | -14,054 | 400,919 | Reduziert | -54,0% | |
| LPL Financial LLC | 10,619 | 0 | 10,619 | 397,353 | Neu | +100,0% | |
| Arkadios Wealth Advisors | 5,993 | 5,871 | 122 | 280,224 | Aufgestockt | +2,1% | |
| OSAIC HOLDINGS, INC. | 7,897 | 30 | 7,867 | 255,947 | Aufgestockt | +26223,3% | |
| CASTLE WEALTH MANAGEMENT LLC | 5,713 | 5,907 | -194 | 213,776 | Reduziert | -3,3% | |
| Ameritas Advisory Services, LLC | 5,638 | 11,793 | -6,155 | 210,952 | Reduziert | -52,2% | |
| HHM Wealth Advisors, LLC | 1,100 | 0 | 1,100 | 58,804 | Neu | +100,0% | |
| Steward Partners Investment Advisory, LLC | 409 | 409 | 0 | 13,674 | Unverändert | 0,0% | |
| CIBC Private Wealth Group LLC | 240 | 0 | 240 | 7,022 | Neu | +100,0% | |
| UBS Group AG | 184 | 4,452 | -4,268 | 6,151 | Reduziert | -95,9% | |
| Spire Wealth Management | 65 | 65 | 0 | 2,432 | Unverändert | 0,0% | |
| SlateStone Wealth, LLC | 72,443 | 0 | 72,443 | 2,120 | Neu | +100,0% | |
| SIMPLEX TRADING, LLC | 168 | 0 | 168 | 1,081 | 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 (%) |
|---|---|---|---|
| Sequoia Financial Advisors, LLC | 31,787,963 | 1,004,099,090 | 97.08 |
| IMC-Chicago, LLC | 234,200 | 13,564,864 | 1.31 |
| Integrated Advisors Network LLC | 110,809 | 3,704,604 | 0.36 |
| GROUP ONE TRADING LLC | 47,764 | 2,736,036 | 0.26 |
| MERCER GLOBAL ADVISORS INC /ADV | 210,508 | 1,881,782 | 0.18 |
| OLD MISSION CAPITAL LLC | 45,775 | 1,674,181 | 0.16 |
| Inspire Investing, LLC | 14,380 | 1,402,470 | 0.14 |
| Chicago Partners Investment Group LLC | 24,853 | 1,011,659 | 0.10 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 61,191 | 881,235 | 0.09 |
| Rockefeller Capital Management L.P. | 14,339 | 536,552 | 0.05 |
| Saxony Capital Management, LLC | 21,664 | 508,584 | 0.05 |
| Optiver Holding B.V. | 75,631 | 487,041 | 0.05 |
| JANE STREET GROUP, LLC | 11,992 | 400,919 | 0.04 |
| LPL Financial LLC | 10,619 | 397,353 | 0.04 |
| Arkadios Wealth Advisors | 5,993 | 280,224 | 0.03 |
| OSAIC HOLDINGS, INC. | 7,897 | 255,947 | 0.02 |
| CASTLE WEALTH MANAGEMENT LLC | 5,713 | 213,776 | 0.02 |
| Ameritas Advisory Services, LLC | 5,638 | 210,952 | 0.02 |
| Steward Partners Investment Advisory, LLC | 409 | 13,674 | 0.00 |
| UBS Group AG | 184 | 6,151 | 0.00 |