| Fonds | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 6.513.748.444 $ | +97.520.505 $ | +2,6 % | 6.818.450.038 $ | +553.030.355 $ | +9,6 % | 5.147.794.536 $ | +397.820.706 $ | +9,6 % | 4.749.973.830 $ | +520.375.250 $ | +8,1 % | |
| Lido Advisors, LLC | 2.816.137.597 $ | -636.743 $ | -0,0 % | 2.816.774.340 $ | +167.027.616 $ | +6,3 % | 2.649.746.724 $ | +163.488.838 $ | +6,6 % | 2.486.257.886 $ | +405.404.919 $ | +19,5 % |
| MORGAN STANLEY | 965.949.127 $ | +18.057.215 $ | +1,9 % | 947.891.912 $ | +123.749.720 $ | +15,0 % | 824.142.192 $ | +87.034.476 $ | +11,8 % | 737.107.716 $ | +37.485.894 $ | +5,4 % |
| LPL Financial LLC | 672.688.209 $ | +9.802.982 $ | +1,5 % | 662.885.227 $ | +99.701.635 $ | +17,7 % | 563.183.592 $ | +84.605.664 $ | +17,7 % | 478.577.928 $ | +24.176.769 $ | +5,3 % |
| WELLS FARGO & COMPANY/MN | 654.193.153 $ | +20.862.988 $ | +3,3 % | 633.330.165 $ | +38.716.460 $ | +6,5 % | 594.613.705 $ | +32.703.774 $ | +5,8 % | 561.909.931 $ | +52.662.797 $ | +10,3 % |
| RAYMOND JAMES FINANCIAL INC | 560.040.390 $ | +9.596.454 $ | +1,7 % | 550.443.936 $ | +34.335.613 $ | +6,7 % | 516.108.323 $ | +29.987.954 $ | +6,2 % | 486.120.369 $ | +644.871 $ | +0,1 % |
| BANK OF AMERICA CORP /DE/ | 426.568.050 $ | +25.371.661 $ | +6,3 % | 401.196.389 $ | +46.412.018 $ | +13,1 % | ||||||
| UBS Group AG | 418.171.918 $ | +14.465.948 $ | +3,6 % | 403.705.970 $ | +21.945.522 $ | +5,7 % | ||||||
| Aptus Capital Advisors, LLC | 402.222.099 $ | +21.141.771 $ | +5,5 % | |||||||||
| 6.513.748.444 $ | +97.520.505 $ | +2,6 % | 6.818.450.038 $ | +553.030.355 $ | +9,6 % | 5.147.794.536 $ | +397.820.706 $ | +9,6 % | 4.749.973.830 $ | +520.375.250 $ | +8,1 % | |