| Fonds | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 228.434.012 $ | -20.348.355 $ | +15,5 % | 245.836.449 $ | +23.464.973 $ | +67,8 % | 238.464.741 $ | +12.532.786 $ | +16,0 % | 2.000.420.061 $ | -5.272.058 $ | -3,1 % | |
| Conestoga Capital Advisors, LLC | 1.804.894.000 $ | -10.301.000 $ | -0,6 % | |||||||||
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 152.302.778 $ | -8.597.525 $ | -5,3 % | 160.900.303 $ | ||||||||
| Apexium Financial, LP | 142.095.597 $ | +5.187.686 $ | +3,8 % | 136.907.911 $ | +8.463.172 $ | +6,6 % | ||||||
| Ancora Advisors LLC | 12.943.495 $ | -23.057.718 $ | -64,0 % | 36.001.213 $ | +24.417.101 $ | +210,8 % | 11.584.112 $ | +2.735.438 $ | +30,9 % | 8.848.674 $ | -1.162.648 $ | -11,6 % |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 29.237.146 $ | +1.596.838 $ | +5,8 % | 27.640.308 $ | ||||||||
| Moloney Securities Asset Management, LLC | 27.598.555 $ | +788.471 $ | +2,9 % | 26.810.084 $ | +728.942 $ | +2,8 % | ||||||
| EdgeRock Capital LLC | 16.762.910 $ | |||||||||||
| SVB WEALTH LLC | 9.964.448 $ | -1.295.628 $ | -11,5 % | 11.260.076 $ | -1.133.082 $ | -9,1 % | 12.393.158 $ | -1.459.403 $ | -10,5 % | 13.852.561 $ | -3.305.411 $ | -19,3 % |
| Karpus Management, Inc. | 13.690.547 $ | +6.580.689 $ | +92,6 % | |||||||||
| Wealthcare Advisory Partners LLC | 10.295.598 $ | +4.424.989 $ | +75,4 % | |||||||||
| BBR PARTNERS, LLC | 10.034.549 $ | +180.954 $ | +1,8 % | 9.853.595 $ | +746.764 $ | +8,2 % | 9.106.831 $ | +304.887 $ | +3,5 % | |||
| Azimuth Capital Investment Management LLC | 9.450.483 $ | +3.800.018 $ | +67,3 % | |||||||||
| NORTH STAR ASSET MANAGEMENT INC | 8.726.331 $ | +733.812 $ | +9,2 % | |||||||||
| 228.434.012 $ | -20.348.355 $ | +15,5 % | 245.836.449 $ | +23.464.973 $ | +67,8 % | 238.464.741 $ | +12.532.786 $ | +16,0 % | 2.000.420.061 $ | -5.272.058 $ | -3,1 % | |