Position in IREN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$481,491
New position
Shares Held
10,529
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#373
of 674 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 47%
Shared 0%
None 53%
Position in Capital Markets
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $76,990,053 across 13 Capital Markets names. IREN ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
483,058 | $44,571,761 | |
| 2 | GS |
Goldman Sachs Group Inc
|
14,765 | $14,932,878 | |
| 3 | MS |
Morgan Stanley
|
53,093 | $11,098,560 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
16,661 | $1,670,765 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
17,070 | $1,069,094 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
16,153 | $962,234 | |
| 7 | EVR |
Evercore Inc.
|
2,212 | $755,265 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
6,221 | $541,475 |
All Filings in IREN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $481,491 | 10,529 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||