Position in CLSK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$428,264
New position
Shares Held
29,434
first reported quarter
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#201
of 408 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 10%
Shared 47%
None 43%
Derivatives in CLSK
reported options exposure · as of Jun 30, 2026CallValue
$145,500
CallShares
10,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $555,499,131 across 37 Capital Markets names. CLSK ranks #27 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
184,881 | $186,983,095 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,544,223 | $142,485,455 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
623,764 | $62,551,053 | |
| 4 | MS |
Morgan Stanley
|
278,616 | $58,241,886 | |
| 5 | EVR |
Evercore Inc.
|
73,252 | $25,011,162 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
413,335 | $20,658,482 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
199,110 | $11,860,981 | |
| 8 | SF |
Stifel Financial Corp
|
115,575 | $8,063,666 |
All Filings in CLSK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,500 | 10,000 | Call | Other | 2026-08-14 | |
| 2026-06-30 | $428,264 | 29,434 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||