| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 181.695.397 $ | +5.437.284 $ | +3,1 % | 2.549.026.563 $ | -63.725.546 $ | +4,5 % | 2.689.394.699 $ | -149.364.133 $ | +1,0 % | 3.336.823.136 $ | +256.529.832 $ | +8,9 % | |
| BANK OF AMERICA CORP /DE/ | 750.452.325 $ | +7.113.093 $ | +1,0 % | 743.339.232 $ | -159.663.971 $ | -17,7 % | 903.003.203 $ | +35.060.914 $ | +4,0 % | |||
| MORGAN STANLEY | 413.932.626 $ | -38.553.591 $ | -8,5 % | 452.486.217 $ | -87.693.180 $ | -16,2 % | 540.179.397 $ | +44.596.510 $ | +9,0 % | |||
| MERCER GLOBAL ADVISORS INC /ADV | 377.443.938 $ | -157.549.680 $ | -29,4 % | 534.993.618 $ | +269.800.663 $ | +101,7 % | 265.192.955 $ | +39.936.174 $ | +17,7 % | |||
| LPL Financial LLC | 360.839.694 $ | +13.972.625 $ | +4,0 % | 346.867.069 $ | -35.604.181 $ | -9,3 % | 382.471.250 $ | +67.418.760 $ | +21,4 % | |||
| Lido Advisors, LLC | 269.767.979 $ | +96.319.901 $ | +55,5 % | 173.448.078 $ | -97.001.453 $ | -35,9 % | 270.449.531 $ | +36.547.138 $ | +15,6 % | |||
| RAYMOND JAMES FINANCIAL INC | 200.331.888 $ | +794.403 $ | +0,4 % | 199.537.485 $ | -39.202.011 $ | -16,4 % | 238.739.496 $ | -2.525.557 $ | -1,0 % | |||
| Align Financial, LLC | 238.723.000 $ | |||||||||||
| UBS Group AG | 193.694.680 $ | -5.302.172 $ | -2,7 % | |||||||||
| WELLS FARGO & COMPANY/MN | 193.467.463 $ | +10.084.290 $ | +5,5 % | |||||||||
| HM PAYSON & CO | 181.695.397 $ | +5.437.284 $ | +3,1 % | 176.258.113 $ | +14.177.703 $ | +8,7 % | 175.982.631 $ | +18.835.843 $ | +12,0 % | |||
| AMERIPRISE FINANCIAL INC | 173.642.530 $ | +11.877.932 $ | +7,3 % | |||||||||
| 181.695.397 $ | +5.437.284 $ | +3,1 % | 2.549.026.563 $ | -63.725.546 $ | +4,5 % | 2.689.394.699 $ | -149.364.133 $ | +1,0 % | 3.336.823.136 $ | +256.529.832 $ | +8,9 % | |