Position in RIOT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$317,909
+$96,060 QoQ
Shares Held
11,611
-35.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#273
of 446 holders
Holding Since
Dec 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RIOT Over Time
Shares Held
Position Value (USD)
Derivatives in RIOT
reported options exposure · as of Mar 31, 2021CallValue
$0
CallShares
0
PutValue
$21,308
PutShares
400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $14,846,325 across 7 Capital Markets names. RIOT ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
7,986 | $8,076,800 | |
| 2 | MS |
Morgan Stanley
|
14,476 | $3,026,063 | |
| 3 | SCHW |
Schwab Charles Corp
|
27,938 | $2,577,839 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
4,344 | $378,101 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,362 | $337,141 | |
| 6 | RIOT |
Riot Platforms, Inc.
This page
|
11,611 | $317,909 | |
| 7 | NMR |
Nomura Holdings Inc
|
15,088 | $132,472 |
All Filings in RIOT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,909 | 11,611 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $221,849 | 17,949 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $227,413 | 17,949 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $339,666 | 17,849 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $200,111 | 17,709 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $207,597 | 29,157 | Shares | Sole | 2025-04-30 | |
| 2021-03-31 | $103,237 | 1,938 | Shares | Sole | 2021-04-12 | |
| 2021-03-31 | $21,308 | 400 | Put | Sole | 2021-04-12 | |
| 2020-12-31 | $25,654 | 1,510 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||