Position in MKTX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,036,912
-$8,821,571 QoQ
Shares Held
44,382
-47.2% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#82
of 393 holders
Holding Since
Mar 2023
11 quarters on record
Voting authority
Sole 12%
Shared 27%
None 61%
Common Shares in MKTX Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $555,499,131 across 37 Capital Markets names. MKTX ranks #10 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
184,881 | $186,983,095 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,544,223 | $142,485,455 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
623,764 | $62,551,053 | |
| 4 | MS |
Morgan Stanley
|
278,616 | $58,241,886 | |
| 5 | EVR |
Evercore Inc.
|
73,252 | $25,011,162 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
413,335 | $20,658,482 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
199,110 | $11,860,981 | |
| 8 | SF |
Stifel Financial Corp
|
115,575 | $8,063,666 |
All Filings in MKTX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,036,912 | 44,382 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,858,483 | 84,001 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $14,856,156 | 81,965 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,068,758 | 29,089 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,262,676 | 28,041 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,910,370 | 8,830 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,796,565 | 7,948 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,577,167 | 6,156 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $979,990 | 4,887 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,157,201 | 5,278 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $297,380 | 760 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||