| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 35.608.618 $ | +580.866 $ | +1,7 % | 254.935.058 $ | +27.775.073 $ | +12,1 % | 247.121.558 $ | +20.860.564 $ | +11,6 % | 204.861.118 $ | +50.833.388 $ | +358,6 % | |
| MORGAN STANLEY | 64.842.230 $ | +6.192.445 $ | +10,6 % | 58.649.785 $ | +5.592.670 $ | +10,5 % | 53.057.115 $ | +11.255.353 $ | +26,9 % | |||
| WELLS FARGO & COMPANY/MN | 42.943.902 $ | +4.154.569 $ | +10,7 % | 38.789.333 $ | +1.198.294 $ | +3,2 % | 37.591.039 $ | -1.174.237 $ | -3,0 % | |||
| MANCHESTER FINANCIAL INC | 35.608.618 $ | +580.866 $ | +1,7 % | 35.027.752 $ | +10.024.885 $ | +40,1 % | 25.002.867 $ | +1.879.603 $ | +8,1 % | 23.123.264 $ | +1.644.162 $ | +7,7 % |
| RAYMOND JAMES FINANCIAL INC | 30.577.617 $ | +540.418 $ | +1,8 % | 30.037.199 $ | +3.257.193 $ | +12,2 % | 26.780.006 $ | +3.601.207 $ | +15,5 % | |||
| UBS Group AG | 26.211.244 $ | +1.465.561 $ | +5,9 % | 24.745.683 $ | -1.440.767 $ | -5,5 % | 26.186.450 $ | +8.243.391 $ | +45,9 % | |||
| LPL Financial LLC | 25.157.841 $ | +6.005.002 $ | +31,4 % | 19.152.839 $ | +5.850.551 $ | +44,0 % | ||||||
| AMERIPRISE FINANCIAL INC | 19.961.573 $ | +723.864 $ | +3,8 % | 19.237.709 $ | +9.156.360 $ | +90,8 % | ||||||
| CITADEL ADVISORS LLC | 18.885.535 $ | +18.107.152 $ | +2.326,3 % | |||||||||
| ODonnell Financial Services, LLC | 15.892.201 $ | +596.991 $ | +3,9 % | 15.295.210 $ | +1.922.994 $ | +14,4 % | ||||||
| OSAIC HOLDINGS, INC. | 14.282.271 $ | -1.204.798 $ | -7,8 % | 15.487.069 $ | +1.876.162 $ | +13,8 % | ||||||
| 35.608.618 $ | +580.866 $ | +1,7 % | 254.935.058 $ | +27.775.073 $ | +12,1 % | 247.121.558 $ | +20.860.564 $ | +11,6 % | 204.861.118 $ | +50.833.388 $ | +358,6 % | |