Position in RIOT
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$105,591
-$10,008 QoQ
Shares Held
8,543
-16.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in RIOT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Ascentis Independent Advisors holds $9,373,101 across 19 Capital Markets names. RIOT ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
32,681 | $3,071,357 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,926 | $2,475,365 | |
| 3 | MS |
Morgan Stanley
|
13,766 | $2,265,468 | |
| 4 | CRCL |
Circle Internet Group, Inc.
|
8,699 | $829,970 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
4,918 | $329,847 | |
| 6 | RIOT |
Riot Platforms, Inc.
This page
|
8,543 | $105,591 | |
| 7 | IREN |
IREN Ltd
|
2,910 | $99,753 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
3,805 | $75,262 |
All Filings in RIOT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $105,591 | 8,543 | Shares | Sole | 2026-04-28 | |
| 2025-06-30 | $115,599 | 10,230 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $72,239 | 10,146 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||