Position in BKKT
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$846
-$308 QoQ
Shares Held
115
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BKKT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $604,524,599 across 79 Software - Infrastructure names. BKKT ranks #74 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,067,474 | $395,146,850 | |
| 2 | PANW |
Palo Alto Networks Inc
|
425,478 | $68,212,632 | |
| 3 | ORCL |
Oracle Corp
|
241,434 | $35,517,355 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
193,429 | $28,294,794 | |
| 5 | CRWV |
CoreWeave, Inc.
|
253,046 | $19,603,473 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
165,254 | $16,129,203 | |
| 7 | WIX |
Wix.com Ltd.
|
160,521 | $14,458,126 | |
| 8 | SNPS |
Synopsys Inc
|
14,127 | $5,601,072 |
All Filings in BKKT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $846 | 115 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,154 | 115 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $673 | 20 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $279 | 20 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $173 | 20 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $495 | 20 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $191 | 20 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $378 | 20 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||