Position in DEFT
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$89,058
-$50,345 QoQ
Shares Held
161,046
-12.8% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DEFT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $1,209,927,484 across 45 Capital Markets names. DEFT ranks #41 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
492,177 | $416,376,820 | |
| 2 | MS |
Morgan Stanley
|
1,992,841 | $327,961,843 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,793,721 | $168,573,899 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
847,227 | $56,823,514 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
773,484 | $53,602,441 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
142,118 | $42,753,357 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
1,070,874 | $21,181,887 | |
| 8 | IREN |
IREN Ltd
|
516,634 | $17,710,213 |
All Filings in DEFT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $89,058 | 161,046 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $139,403 | 184,641 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $536,326 | 254,183 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $167,326 | 57,108 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||