| Fonds | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 11.920.932.750 $ | +577.742.595 $ | +11,7 % | 13.728.132.807 $ | +950.644.363 $ | +9,8 % | 13.334.188.137 $ | +1.169.997.112 $ | +8,5 % | 11.127.597.124 $ | +737.291.748 $ | +7,1 % | |
| Creative Planning | 5.805.039.240 $ | +353.073.387 $ | +6,5 % | 5.451.965.853 $ | +333.163.809 $ | +6,5 % | 5.118.802.044 $ | +526.145.454 $ | +11,5 % | 4.592.656.590 $ | +412.413.451 $ | +9,9 % |
| JPMORGAN CHASE & CO | 3.292.983.988 $ | +67.067.199 $ | +2,1 % | 3.225.916.789 $ | +306.529.271 $ | +10,5 % | 2.919.387.518 $ | +71.133.419 $ | +2,5 % | |||
| LPL Financial LLC | 1.902.246.399 $ | +67.231.861 $ | +3,7 % | 1.835.014.538 $ | +58.408.274 $ | +3,3 % | 1.776.606.264 $ | +135.748.876 $ | +8,3 % | 1.640.857.388 $ | +97.640.666 $ | +6,3 % |
| MORGAN STANLEY | 1.269.173.955 $ | -316.990.935 $ | -20,0 % | 1.586.164.890 $ | +393.327.489 $ | +33,0 % | 1.192.837.401 $ | +59.936.890 $ | +5,3 % | 1.132.900.511 $ | +99.777.682 $ | +9,7 % |
| ASSETMARK, INC | 1.021.203.345 $ | +75.086.967 $ | +7,9 % | 946.116.378 $ | +55.476.569 $ | +6,2 % | 890.639.809 $ | +48.844.692 $ | +5,8 % | 841.795.117 $ | +56.326.530 $ | +7,2 % |
| WELLS FARGO & COMPANY/MN | 755.735.068 $ | +139.847.908 $ | +22,7 % | 615.887.160 $ | +43.201.023 $ | +7,5 % | 572.686.137 $ | +42.870.759 $ | +8,1 % | |||
| UBS Group AG | 619.507.840 $ | +206.872.561 $ | +50,1 % | |||||||||
| BANK OF AMERICA CORP /DE/ | 548.026.903 $ | +52.620.846 $ | +10,6 % | 556.699.693 $ | +49.921.170 $ | +9,9 % | ||||||
| 11.920.932.750 $ | +577.742.595 $ | +11,7 % | 13.728.132.807 $ | +950.644.363 $ | +9,8 % | 13.334.188.137 $ | +1.169.997.112 $ | +8,5 % | 11.127.597.124 $ | +737.291.748 $ | +7,1 % | |