| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 37.847.715 $ | +5.383.218 $ | +1.143,7 % | 16.698.322 $ | +6.456.689 $ | +134,5 % | 4.641.129 $ | -702.461 $ | -70,6 % | 994.607 $ | |||
| Williams Jones Wealth Management, LLC. | 8.871.202 $ | +170.165 $ | +2,0 % | 8.701.037 $ | +4.981.552 $ | +133,9 % | 3.719.485 $ | |||||
| StoneX Group Inc. | 7.683.046 $ | |||||||||||
| High Note Wealth, LLC | 2.403.423 $ | +2.393.191 $ | +23.389,3 % | 10.232 $ | ||||||||
| Cambridge Investment Research Advisors, Inc. | 2.222.000 $ | +1.339.000 $ | +151,6 % | 883.000 $ | ||||||||
| Advisory Services Network, LLC | 2.174.712 $ | +455.889 $ | +26,5 % | 1.718.823 $ | ||||||||
| JANE STREET GROUP, LLC | 1.240.435 $ | -538.245 $ | -30,3 % | 1.778.680 $ | +1.389.427 $ | +356,9 % | 389.253 $ | |||||
| LPL Financial LLC | 1.745.702 $ | |||||||||||
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.407.356 $ | +1.115.210 $ | +381,7 % | 292.146 $ | -702.461 $ | -70,6 % | 994.607 $ | |||||
| ROYAL BANK OF CANADA | 1.369.000 $ | |||||||||||
| Lane Generational LLC | 1.224.428 $ | |||||||||||
| RAYMOND JAMES FINANCIAL INC | 1.123.160 $ | |||||||||||
| Mutual Advisors, LLC | 893.491 $ | |||||||||||
| HRT FINANCIAL LP | 739.000 $ | +292.000 $ | +65,3 % | 447.000 $ | ||||||||
| Bright Futures Wealth Management, LLC. | 460.907 $ | -39.719 $ | -7,9 % | 500.626 $ | ||||||||
| Insight Advisors, LLC/ PA | 429.214 $ | -33.145 $ | -7,2 % | 462.359 $ | ||||||||
| MISSION WEALTH MANAGEMENT, LP | 413.411 $ | |||||||||||
| Nicht ausgewiesen | 406.991 $ | |||||||||||
| Orion Porfolio Solutions, LLC | 401.273 $ | |||||||||||
| Vienna Asset Management LLC | 392.474 $ | |||||||||||
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 376.772 $ | |||||||||||
| CITADEL ADVISORS LLC | 346.558 $ | |||||||||||
| MONETARY MANAGEMENT GROUP INC | 327.100 $ | +42.000 $ | +14,7 % | 285.100 $ | +83.713 $ | +41,6 % | 201.387 $ | |||||
| Advyzon Investment Management, LLC | 304.241 $ | +42.737 $ | +16,3 % | 261.504 $ | ||||||||
| STEPHENS INC /AR/ | 261.770 $ | |||||||||||
| HighTower Advisors, LLC | 258.253 $ | |||||||||||
| CAPTRUST FINANCIAL ADVISORS | 235.305 $ | +28.107 $ | +13,6 % | 207.198 $ | ||||||||
| OSAIC HOLDINGS, INC. | 228.620 $ | +46.364 $ | +25,4 % | 182.256 $ | ||||||||
| CIBC WORLD MARKET INC. | 218.020 $ | |||||||||||
| Worth Asset Management, LLC | 201.462 $ | |||||||||||
| Ankerstar Wealth, LLC | 171.831 $ | |||||||||||
| Nalls Sherbakoff Group, LLC | 52.755 $ | |||||||||||
| Farther Finance Advisors, LLC | 48.659 $ | |||||||||||
| Noble Wealth Management PBC | 44.708 $ | +5.698 $ | +14,6 % | 39.010 $ | +1.997 $ | +5,4 % | 37.013 $ | |||||
| Parallel Advisors, LLC | 42.849 $ | +39.012 $ | +1.016,7 % | 3.837 $ | ||||||||
| AE Wealth Management LLC | 39.450 $ | |||||||||||
| Tidemark, LLC | 32.071 $ | |||||||||||
| Global Retirement Partners, LLC | 29.050 $ | |||||||||||
| MORGAN STANLEY | 28.266 $ | +15.271 $ | +117,5 % | 12.995 $ | ||||||||
| PNC FINANCIAL SERVICES GROUP, INC. | 5.084 $ | -20.496 $ | -80,1 % | 25.580 $ | ||||||||
| UBS Group AG | 24.460 $ | +18.704 $ | +324,9 % | 5.756 $ | ||||||||
| Rockefeller Capital Management L.P. | 14.525 $ | +1.735 $ | +13,6 % | 12.790 $ | ||||||||
| WELLS FARGO & COMPANY/MN | 14.467 $ | |||||||||||
| Signature Resources Capital Management, LLC | 12.230 $ | +10.977 $ | +876,1 % | 1.253 $ | ||||||||
| CX Institutional | 12.000 $ | |||||||||||
| IFP Advisors, Inc | 10.022 $ | |||||||||||
| SHP Wealth Management | 9.412 $ | |||||||||||
| HARBOUR INVESTMENTS, INC. | 8.163 $ | +745 $ | +10,0 % | 7.418 $ | ||||||||
| BANK OF MONTREAL /CAN/ | 7.263 $ | |||||||||||
| HighMark Wealth Management LLC | 2.905 $ | -2.211 $ | -43,2 % | 5.116 $ | ||||||||
| CWM, LLC | 4.758 $ | |||||||||||
| US BANCORP \DE\ | 4.067 $ | |||||||||||
| Steward Partners Investment Advisory, LLC | 3.736 $ | |||||||||||
| FIDUCIARY FINANCIAL ADVISORS | 3.486 $ | |||||||||||
| Ritter Daniher Financial Advisory LLC / DE | 3.196 $ | |||||||||||
| SJS Investment Consulting Inc. | 2.121 $ | |||||||||||
| Allworth Financial LP | 1.918 $ | +229 $ | +13,6 % | 1.689 $ | ||||||||
| JPMORGAN CHASE & CO | 1.335 $ | |||||||||||
| Crewe Advisors LLC | 510 $ | |||||||||||
| 37.847.715 $ | +5.383.218 $ | +1.143,7 % | 16.698.322 $ | +6.456.689 $ | +134,5 % | 4.641.129 $ | -702.461 $ | -70,6 % | 994.607 $ | |||
Keine Anlageberatung, keine individuelle Empfehlung.
Die hier gezeigten Zahlen sind eine aggregierte Auswertung öffentlich zugänglicher
aufsichtsrechtlicher Pflichtmeldungen und öffentlicher Register und stellen keine
Bewertung oder Empfehlung zu einzelnen Wertpapieren, Fonds oder Emittenten dar.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in genannten Werten halten. Methodik: Berechnungsgrundlagen.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in genannten Werten halten. Methodik: Berechnungsgrundlagen.
Keine Anlageberatung, keine individuelle Empfehlung.
Aggregierte Auswertung öffentlicher Pflichtmeldungen, keine Bewertung einzelner
Wertpapiere. Der Betreiber kann über verlinkte Anbieter Affiliate-Vergütungen
erhalten und ggf. eigene Positionen halten.
Rechtliche Hinweise.