Position in HUT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$54,743
+$3,934 QoQ
Shares Held
1,167
+5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in HUT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026CWM, LLC holds $141,422,570 across 45 Capital Markets names. HUT ranks #34 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
213,933 | $35,206,953 | |
| 2 | GS |
Goldman Sachs Group Inc
|
39,162 | $33,130,660 | |
| 3 | MKTX |
Marketaxess Holdings Inc
|
73,978 | $12,204,890 | |
| 4 | EVR |
Evercore Inc.
|
39,349 | $11,746,069 | |
| 5 | SCHW |
Schwab Charles Corp
|
119,975 | $11,275,250 | |
| 6 | SF |
Stifel Financial Corp
|
140,171 | $10,361,440 | |
| 7 | TW |
Tradeweb Markets Inc.
|
68,901 | $8,106,891 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
118,246 | $4,880,012 |
All Filings in HUT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $54,743 | 1,167 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $50,809 | 1,106 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $28,022 | 805 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $13,354 | 718 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $13,386 | 1,152 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $12,109 | 591 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $8,410 | 686 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $4,062 | 271 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $9,593 | 869 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $11,592 | 869 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||