Position in NCTY
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$64,236
-$10,433 QoQ
Shares Held
11,722
0.0% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 10 holders
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NCTY Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Independent Advisor Alliance holds $27,297,671 across 13 Capital Markets names. NCTY ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
50,622 | $8,330,861 | |
| 2 | GS |
Goldman Sachs Group Inc
|
8,307 | $7,027,638 | |
| 3 | SCHW |
Schwab Charles Corp
|
50,129 | $4,711,122 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
54,626 | $3,785,581 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
5,035 | $1,514,678 | |
| 6 | HUT |
Hut 8 Corp.
|
21,465 | $1,006,922 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
5,129 | $344,001 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
2,411 | $230,032 |
All Filings in NCTY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $64,236 | 11,722 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $74,669 | 11,722 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $124,604 | 11,722 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $91,197 | 11,722 | Shares | Sole | 2025-08-11 | |
| 2024-09-30 | $109,566 | 16,232 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $120,561 | 13,810 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $98,692 | 14,535 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||