Position in NAKA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,347,316
-$3,094,135 QoQ
Shares Held
604,900
+0.6% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NAKA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Invesco Ltd. holds $8,031,272,799 across 49 Capital Markets names. NAKA ranks #37 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,633,486 | $2,227,902,810 | |
| 2 | SCHW |
Schwab Charles Corp
|
16,956,980 | $1,593,616,969 | |
| 3 | MS |
Morgan Stanley
|
7,846,458 | $1,291,291,585 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
9,647,168 | $647,035,553 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
7,392,374 | $512,291,512 | |
| 6 | EVR |
Evercore Inc.
|
1,424,686 | $425,283,013 | |
| 7 | PIPR |
Piper Sandler Companies
|
2,609,305 | $199,742,293 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
349,011 | $104,992,973 |
All Filings in NAKA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,347,316 | 604,900 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $8,441,451 | 601,243 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $3,216,933 | 75,162 | Shares | Defined | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||