Position in BGC
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$77,294,653
+$8,179,117 QoQ
Shares Held
7,903,339
+2.1% QoQ
Ownership
1.65%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 89.93226786804918.ToString("F0")%
Shared 5.638793932539145.ToString("F0")%
None 4.428938199411666.ToString("F0")%
Common Shares in BGC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $5,536,430,534 across 34 Capital Markets names. BGC ranks #17 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,840,675 | $1,557,192,641 | |
| 2 | MS |
Morgan Stanley
|
7,235,756 | $1,190,788,362 | |
| 3 | SCHW |
Schwab Charles Corp
|
5,742,934 | $539,720,934 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
816,367 | $245,587,682 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,221,865 | $223,275,242 | |
| 6 | SF |
Stifel Financial Corp
|
2,616,616 | $193,420,252 | |
| 7 | SNEX |
StoneX Group Inc.
|
2,107,795 | $169,993,665 | |
| 8 | EVR |
Evercore Inc.
|
548,530 | $163,741,687 |
All Filings in BGC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $77,294,653 | 7,903,339 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $69,115,536 | 7,739,702 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $72,749,262 | 7,690,197 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $79,067,514 | 7,728,985 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $72,566,857 | 7,913,507 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $71,670,142 | 7,910,612 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $71,916,742 | 7,834,068 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $61,425,683 | 7,400,685 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $54,558,926 | 7,021,741 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $49,044,491 | 6,792,866 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $33,148,207 | 6,278,070 | Shares | Sole | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||