Position in ABTC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$17,025
-$30,745 QoQ
Shares Held
1,667
-51.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#65
of 122 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ABTC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Independent Advisor Alliance holds $30,228,743 across 13 Capital Markets names. ABTC ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
45,127 | $9,433,347 | |
| 2 | GS |
Goldman Sachs Group Inc
|
8,973 | $9,075,022 | |
| 3 | SCHW |
Schwab Charles Corp
|
52,052 | $4,802,837 | |
| 4 | HUT |
Hut 8 Corp.
|
20,339 | $2,348,035 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
17,670 | $1,771,947 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
4,839 | $1,363,049 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
5,494 | $478,197 | |
| 8 | NMR |
Nomura Holdings Inc
|
40,360 | $354,360 |
All Filings in ABTC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,025 | 25,000 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $47,770 | 51,700 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||