Position in DEFT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,760
-$727 QoQ
Shares Held
15,099
-1.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
of 99 holders
Holding Since
Mar 2026
2 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 Jun 30, 2026Private Advisor Group, LLC holds $74,709,716 across 20 Capital Markets names. DEFT ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
24,816 | $25,098,157 | |
| 2 | MS |
Morgan Stanley
|
69,779 | $14,586,602 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
109,333 | $10,963,913 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
28,000 | $7,887,040 | |
| 5 | SCHW |
Schwab Charles Corp
|
62,141 | $5,733,750 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
225,659 | $3,003,521 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
19,273 | $1,677,521 | |
| 8 | PWP |
Perella Weinberg Partners
|
72,315 | $1,154,147 |
All Filings in DEFT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,760 | 15,099 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,487 | 15,349 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||