Position in BGC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$6,761,519
+$3,286,009 QoQ
Shares Held
691,362
+77.6% QoQ
Ownership
0.144%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BGC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026SEI INVESTMENTS CO holds $1,102,782,002 across 38 Capital Markets names. BGC ranks #22 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,410,293 | $232,091,918 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,924,005 | $180,817,989 | |
| 3 | GS |
Goldman Sachs Group Inc
|
192,687 | $163,011,273 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
689,532 | $99,030,585 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
126,774 | $38,137,421 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
564,427 | $37,856,118 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
860,887 | $35,528,806 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
491,340 | $34,049,861 |
All Filings in BGC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,761,519 | 691,362 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,475,510 | 389,195 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,989,891 | 210,348 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,825,839 | 178,479 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,502,889 | 163,892 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $819,821 | 90,488 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $851,719 | 92,780 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,006,707 | 362,254 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,165,909 | 407,453 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $8,444,207 | 1,169,558 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $6,202,088 | 1,174,638 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||