Position in JEF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$758,946
+$442,983 QoQ
Shares Held
15,185
+98.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#274
of 581 holders
Holding Since
Dec 2022
4 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Lido Advisors, LLC holds $210,655,260 across 20 Capital Markets names. JEF ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
93,494 | $94,557,025 | |
| 2 | MS |
Morgan Stanley
|
215,117 | $44,968,057 | |
| 3 | SCHW |
Schwab Charles Corp
|
482,946 | $44,561,426 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
75,681 | $7,589,289 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
103,448 | $6,478,948 | |
| 6 | LAZ |
Lazard, Inc.
|
52,264 | $2,191,952 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
24,179 | $2,104,538 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
27,098 | $1,614,227 |
All Filings in JEF
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $758,946 | 15,185 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $315,963 | 7,656 | Shares | Sole | 2026-05-13 | |
| 2023-06-30 | $306,192 | 9,231 | Shares | Sole | 2023-08-09 | |
| 2022-12-31 | $462,574 | 13,494 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||