| Fonds | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 1.220.157.138 $ | +53.548.636 $ | +3,7 % | 1.166.608.502 $ | +107.441.888 $ | +15,4 % | 996.333.851 $ | +74.135.075 $ | +7,0 % | |
| MORGAN STANLEY | 438.151.025 $ | +22.779.687 $ | +5,5 % | 415.371.338 $ | +44.722.931 $ | +12,1 % | 370.648.407 $ | +30.680.317 $ | +9,0 % |
| UBS Group AG | 188.366.980 $ | +11.654.485 $ | +6,6 % | 176.712.495 $ | +4.010.789 $ | +2,3 % | 172.701.706 $ | +6.647.047 $ | +4,0 % |
| LPL Financial LLC | 181.116.378 $ | +620.682 $ | +0,3 % | 180.495.696 $ | +13.922.285 $ | +8,4 % | 166.573.411 $ | +18.799.399 $ | +12,7 % |
| BANK OF AMERICA CORP /DE/ | 114.329.671 $ | +24.116.876 $ | +26,7 % | 90.212.795 $ | +2.240.062 $ | +2,5 % | 87.972.733 $ | +5.478.851 $ | +6,6 % |
| ROYAL BANK OF CANADA | 109.154.000 $ | +2.955.000 $ | +2,8 % | 106.199.000 $ | +8.030.000 $ | +8,2 % | 98.169.000 $ | +10.612.000 $ | +12,1 % |
| NewEdge Advisors, LLC | 44.457.694 $ | -12.580.916 $ | -22,1 % | 57.038.610 $ | +7.009.140 $ | +14,0 % | 50.029.470 $ | +4.157.796 $ | +9,1 % |
| ENVESTNET ASSET MANAGEMENT INC | 49.280.182 $ | -4.900.419 $ | -9,0 % | 54.180.601 $ | +3.941.477 $ | +7,8 % | 50.239.124 $ | -2.240.335 $ | -4,3 % |
| RAYMOND JAMES FINANCIAL INC | 49.230.636 $ | +8.989.798 $ | +22,3 % | 40.240.838 $ | +4.303.710 $ | +12,0 % | |||
| SMITH CHAS P & ASSOCIATES PA CPAS | 46.070.572 $ | -86.557 $ | -0,2 % | 46.157.129 $ | +19.261.494 $ | +71,6 % | |||
| 1.220.157.138 $ | +53.548.636 $ | +3,7 % | 1.166.608.502 $ | +107.441.888 $ | +15,4 % | 996.333.851 $ | +74.135.075 $ | +7,0 % | |