Position in DEFT
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$16,747
-$11,391 QoQ
Shares Held
30,284
-18.7% QoQ
Ownership
0.008%
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
Common Shares in DEFT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $218,342,462 across 38 Capital Markets names. DEFT ranks #37 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
92,786 | $78,496,028 | |
| 2 | MS |
Morgan Stanley
|
372,346 | $61,276,981 | |
| 3 | SCHW |
Schwab Charles Corp
|
265,765 | $24,976,594 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
150,782 | $10,449,192 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
127,601 | $8,558,199 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
337,984 | $6,685,323 | |
| 7 | IREN |
IREN Ltd
|
127,991 | $4,387,531 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
42,863 | $4,089,558 |
All Filings in DEFT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,747 | 30,284 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $28,138 | 37,270 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $43,774 | 20,746 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $61,430 | 20,966 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||