| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 7.236.353.719 $ | +1.062.443.172 $ | +17,2 % | 119.981.405.418 $ | +17.907.297.637 $ | +29,2 % | 90.148.598.438 $ | -10.169.462.595 $ | -0,3 % | 100.318.061.033 $ | +19.357.499.602 $ | +18,3 % | |
| BANK OF AMERICA CORP /DE/ | 40.904.177.418 $ | +6.236.184.684 $ | +18,0 % | 34.667.992.734 $ | +3.004.876.924 $ | +9,5 % | 31.663.115.810 $ | +2.377.853.021 $ | +8,1 % | |||
| JPMORGAN CHASE & CO | 15.640.324.661 $ | -468.030.551 $ | -2,9 % | 16.108.355.212 $ | -15.784.488.080 $ | -49,5 % | 31.892.843.292 $ | +15.938.483.784 $ | +99,9 % | |||
| MORGAN STANLEY | 14.125.053.930 $ | +973.270.648 $ | +7,4 % | 13.151.783.282 $ | +843.092.755 $ | +6,8 % | 12.308.690.527 $ | +1.261.352.677 $ | +11,4 % | |||
| UBS Group AG | 11.191.443.807 $ | +7.516.736.116 $ | +204,6 % | |||||||||
| LPL Financial LLC | 8.761.050.659 $ | +2.271.451.772 $ | +35,0 % | 6.489.598.887 $ | +413.610.133 $ | +6,8 % | 6.075.988.754 $ | +572.465.748 $ | +10,4 % | |||
| Fisher Asset Management, LLC | 7.605.226.641 $ | +335.026.460 $ | +4,6 % | 7.270.200.181 $ | +251.515.547 $ | +3,6 % | 7.018.684.634 $ | -1.744.720.833 $ | -19,9 % | |||
| ASSETMARK, INC | 7.236.353.719 $ | +1.062.443.172 $ | +17,2 % | 6.173.910.547 $ | -353.818.137 $ | -5,4 % | 6.527.728.684 $ | +217.252.916 $ | +3,4 % | 6.310.475.768 $ | +628.180.814 $ | +11,1 % |
| ENVESTNET ASSET MANAGEMENT INC | 6.420.837.796 $ | +487.898.338 $ | +8,2 % | 5.932.939.458 $ | +884.677.210 $ | +17,5 % | 5.048.262.248 $ | +323.884.391 $ | +6,9 % | |||
| WELLS FARGO & COMPANY/MN | 4.653.820.786 $ | +308.431.871 $ | +7,1 % | |||||||||
| Creative Planning | 4.505.559.173 $ | +600.146.436 $ | +15,4 % | |||||||||
| 7.236.353.719 $ | +1.062.443.172 $ | +17,2 % | 119.981.405.418 $ | +17.907.297.637 $ | +29,2 % | 90.148.598.438 $ | -10.169.462.595 $ | -0,3 % | 100.318.061.033 $ | +19.357.499.602 $ | +18,3 % | |