INSIGNEO ADVISORY SERVICES, LLC
Position in CRCL — Circle Internet Group, Inc.
CIK 1964958
MIAMI, FL
Position in CRCL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$300,436
-$126,905 QoQ
Shares Held
4,797
+7.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#353
of 562 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRCL Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $33,028,198 across 9 Capital Markets names. CRCL ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
24,445 | $24,722,939 | |
| 2 | MS |
Morgan Stanley
|
14,784 | $3,090,447 | |
| 3 | SCHW |
Schwab Charles Corp
|
26,043 | $2,402,987 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
10,234 | $1,026,265 | |
| 5 | WULF |
Terawulf Inc.
|
31,264 | $772,220 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
3,779 | $328,924 | |
| 7 | CRCL |
Circle Internet Group, Inc.
This page
|
4,797 | $300,436 | |
| 8 | IREN |
IREN Ltd
|
4,407 | $201,532 |
All Filings in CRCL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,436 | 4,797 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $427,341 | 4,479 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $507,044 | 6,394 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $358,628 | 2,705 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||