Position in MKTX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,272,265
-$92,553 QoQ
Shares Held
31,957
+8.0% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 36.693056294395596.ToString("F0")%
Shared 0.ToString("F0")%
None 63.306943705604404.ToString("F0")%
Common Shares in MKTX Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $185,706,691 across 35 Capital Markets names. MKTX ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
63,644 | $53,842,187 | |
| 2 | MS |
Morgan Stanley
|
224,241 | $36,903,341 | |
| 3 | SCHW |
Schwab Charles Corp
|
329,593 | $30,975,150 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
204,992 | $14,205,945 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
220,252 | $9,089,800 | |
| 6 | SF |
Stifel Financial Corp
|
83,677 | $6,185,403 | |
| 7 | MKTX |
Marketaxess Holdings Inc
This page
|
31,957 | $5,272,265 | |
| 8 | EVR |
Evercore Inc.
|
14,802 | $4,418,545 |
All Filings in MKTX
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,272,265 | 31,957 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,364,818 | 29,599 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,574,000 | 9,033 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,095,929 | 4,907 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $469,912 | 2,172 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $359,177 | 1,589 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $234,423 | 915 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $209,603 | 956 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $258,000 | 881 | Shares | Sole | 2024-02-15 | |
| 2023-06-30 | $355,008 | 1,358 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $714,104 | 1,825 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $508,416 | 1,823 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $378,233 | 1,700 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $512,788 | 2,003 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $616,102 | 1,811 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $705,328 | 1,715 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $575,503 | 1,368 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $712,537 | 1,537 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $804,140 | 1,615 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $862,116 | 1,511 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||