Position in DEFT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,239
-$1,669 QoQ
Shares Held
16,708
+15.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in DEFT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $185,706,691 across 35 Capital Markets names. DEFT ranks #35 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
63,644 | $53,842,187 | |
| 2 | MS |
Morgan Stanley
|
224,241 | $36,903,341 | |
| 3 | SCHW |
Schwab Charles Corp
|
329,593 | $30,975,150 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
204,992 | $14,205,945 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
220,252 | $9,089,800 | |
| 6 | SF |
Stifel Financial Corp
|
83,677 | $6,185,403 | |
| 7 | MKTX |
Marketaxess Holdings Inc
|
31,957 | $5,272,265 | |
| 8 | EVR |
Evercore Inc.
|
14,802 | $4,418,545 |
All Filings in DEFT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,239 | 16,708 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,908 | 14,449 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||