| Fonds | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | |
| 70.398.769 $ | +34.445.965 $ | +854,9 % | 547.651.216 $ | +119.760.256 $ | +23,4 % | 431.402.000 $ | +44.226.479 $ | +11,7 % | 363.218.852 $ | +29.877.920 $ | +5,6 % | |
| LPL Financial LLC | 190.966.510 $ | +63.916.703 $ | +50,3 % | 127.049.807 $ | +15.068.581 $ | +13,5 % | 111.981.226 $ | +21.432.486 $ | +23,7 % | |||
| WELLS FARGO & COMPANY/MN | 118.759.999 $ | +29.517.055 $ | +33,1 % | 89.242.944 $ | +16.282.101 $ | +22,3 % | 72.960.843 $ | +7.106.701 $ | +10,8 % | |||
| MORGAN STANLEY | 63.951.097 $ | +18.236.708 $ | +39,9 % | 45.714.389 $ | +1.526.648 $ | +3,5 % | 44.187.741 $ | +3.318.067 $ | +8,1 % | |||
| AMERIPRISE FINANCIAL INC | 30.457.974 $ | -9.047.504 $ | -22,9 % | 39.505.478 $ | -9.717.708 $ | -19,7 % | 49.223.186 $ | -570.837 $ | -1,1 % | |||
| RAYMOND JAMES FINANCIAL INC | 35.611.270 $ | -9.238.481 $ | -20,6 % | 44.849.751 $ | +15.615.124 $ | +53,4 % | 29.234.627 $ | -4.080.023 $ | -12,2 % | |||
| BANK OF AMERICA CORP /DE/ | 39.195.055 $ | +15.870.113 $ | +68,0 % | |||||||||
| Concurrent Investment Advisors, LLC | 36.393.399 $ | +34.382.185 $ | +1.709,5 % | |||||||||
| UBS Group AG | 34.767.721 $ | +8.741.082 $ | +33,6 % | 26.026.639 $ | +2.069.970 $ | +8,6 % | ||||||
| FUKOKU MUTUAL LIFE INSURANCE CO | 34.005.370 $ | +63.780 $ | +0,2 % | 33.941.590 $ | +1.764.580 $ | +5,5 % | 32.177.010 $ | +1.615.760 $ | +5,3 % | 30.561.250 $ | +1.286.230 $ | +4,4 % |
| AE Wealth Management LLC | 26.835.982 $ | +1.766.003 $ | +7,0 % | 25.069.979 $ | +1.385.296 $ | +5,8 % | ||||||
| 70.398.769 $ | +34.445.965 $ | +854,9 % | 547.651.216 $ | +119.760.256 $ | +23,4 % | 431.402.000 $ | +44.226.479 $ | +11,7 % | 363.218.852 $ | +29.877.920 $ | +5,6 % | |