Position in MC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$108,528
-$155,846 QoQ
Shares Held
1,904
-50.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Covestor Ltd holds $5,173,902 across 32 Capital Markets names. MC ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WULF |
Terawulf Inc.
|
133,707 | $1,929,392 | |
| 2 | CLSK |
Cleanspark, Inc.
|
131,041 | $1,115,158 | |
| 3 | HUT |
Hut 8 Corp.
|
15,342 | $719,693 | |
| 4 | TW |
Tradeweb Markets Inc.
|
1,296 | $152,487 | |
| 5 | SNEX |
StoneX Group Inc.
|
1,392 | $112,264 | |
| 6 | MC |
Moelis & Co
This page
|
1,904 | $108,528 | |
| 7 | SCHW |
Schwab Charles Corp
|
1,138 | $106,949 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
717 | $102,975 |
All Filings in MC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $108,528 | 1,904 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $264,374 | 3,846 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $212,034 | 2,973 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $196,308 | 3,150 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $9,104 | 156 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $221 | 3 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $205 | 3 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $227 | 4 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $227 | 4 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $80,209 | 1,429 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $86,288 | 1,912 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $105,143 | 2,319 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $81,415 | 2,118 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $94,044 | 2,451 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $113,229 | 3,349 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $83,933 | 2,133 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $72,256 | 1,539 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $29,129 | 466 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||