Position in HIVE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$114,827
+$36,403 QoQ
Shares Held
31,546
+3.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 44 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HIVE Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $30,579,095 across 13 Capital Markets names. HIVE ranks #12 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
12,711 | $12,855,524 | |
| 2 | CRCL |
Circle Internet Group, Inc.
|
96,663 | $6,054,003 | |
| 3 | MS |
Morgan Stanley
|
23,308 | $4,872,304 | |
| 4 | SCHW |
Schwab Charles Corp
|
20,808 | $1,919,954 | |
| 5 | IREN |
IREN Ltd
|
38,801 | $1,774,369 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
13,715 | $1,375,340 | |
| 7 | WULF |
Terawulf Inc.
|
19,374 | $478,537 | |
| 8 | CLSK |
Cleanspark, Inc.
|
24,500 | $356,475 |
All Filings in HIVE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,827 | 31,546 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $78,424 | 30,397 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $115,608 | 28,687 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||