| Fonds | 2025/Q4 | 2025/Q3 | 2025/Q2 | 2025/Q1 | ||||
|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | Investment ($) | QoQ Veränd. ($) | |
| 249.622.942 $ | +10.795.191 $ | 236.442.604 $ | +16.107 $ | 1.430.533 $ | -321.045 $ | 2.346.112 $ | ||
| Amplius Wealth Advisors, LLC | 244.634.984 $ | +10.122.819 $ | 234.512.165 $ | |||||
| JANE STREET GROUP, LLC | 1.350.651 $ | -15.945 $ | 1.366.596 $ | -255.245 $ | 1.621.841 $ | |||
| Texas Capital Bank Wealth Management Services Inc | 1.160.313 $ | +496.480 $ | 663.833 $ | |||||
| Meridian Wealth Management, LLC | 949.445 $ | |||||||
| Pathstone Holdings, LLC | 775.443 $ | +19.132 $ | 756.311 $ | |||||
| Hummer Financial Advisory Services Inc | 501.095 $ | +200.330 $ | 300.765 $ | |||||
| DONALDSON CAPITAL MANAGEMENT, LLC | 375.042 $ | |||||||
| Castleview Partners, LLC | 219.492 $ | |||||||
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 103.981 $ | +2.566 $ | 101.415 $ | |||||
| Chung Wu Investment Group, LLC | 100.219 $ | |||||||
| UBS Group AG | 31.113 $ | +16.082 $ | 15.031 $ | -57.131 $ | 72.162 $ | |||
| PROATHLETE WEALTH MANAGEMENT LLC | 16.445 $ | -30.180 $ | 46.625 $ | +24 $ | 46.601 $ | -8.669 $ | 55.270 $ | |
| Red Tortoise LLC | 28.061 $ | -10 $ | 28.071 $ | |||||
| Financial Management Professionals, Inc. | 2.305 $ | -1 $ | 2.306 $ | +1 $ | 2.305 $ | +0 $ | 2.305 $ | |
| 249.622.942 $ | +10.795.191 $ | 236.442.604 $ | +16.107 $ | 1.430.533 $ | -321.045 $ | 2.346.112 $ | ||