Position in BTMCQ
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$187
New position
Shares Held
86
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#26
of 28 holders
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Mar 31, 2026Bell Investment Advisors, Inc holds $674,313 across 29 Capital Markets names. BTMCQ ranks #29 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
257 | $217,419 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,714 | $161,081 | |
| 3 | MS |
Morgan Stanley
|
690 | $113,553 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
605 | $41,926 | |
| 5 | EVR |
Evercore Inc.
|
122 | $36,418 | |
| 6 | TW |
Tradeweb Markets Inc.
|
193 | $22,708 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
92 | $13,213 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
43 | $12,935 |
All Filings in BTMCQ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $187 | 86 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||