Position in NMR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,512,574
+$499,806 QoQ
Shares Held
172,275
+34.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#46
of 301 holders
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NMR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026IEQ CAPITAL, LLC holds $236,183,794 across 21 Capital Markets names. NMR ranks #15 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
609,846 | $61,155,356 | |
| 2 | GS |
Goldman Sachs Group Inc
|
41,734 | $42,208,515 | |
| 3 | EVR |
Evercore Inc.
|
94,525 | $32,274,616 | |
| 4 | SCHW |
Schwab Charles Corp
|
195,776 | $18,064,250 | |
| 5 | MS |
Morgan Stanley
|
77,021 | $16,100,469 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
305,363 | $15,262,042 | |
| 7 | IREN |
IREN Ltd
|
325,930 | $14,904,778 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
219,996 | $13,778,349 |
All Filings in NMR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,512,574 | 172,275 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $1,012,768 | 128,361 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $882,091 | 105,136 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $476,933 | 65,603 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $167,447 | 25,448 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $129,654 | 21,082 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $110,166 | 19,027 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $99,644 | 19,089 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $123,674 | 21,397 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $100,614 | 15,672 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $56,794 | 12,593 | Shares | Other | 2024-02-07 | |
| 2022-09-30 | $53,377 | 16,175 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $70,762 | 19,766 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $52,454 | 12,430 | Shares | Sole | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||