Position in SF
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,342,178
-$220,702 QoQ
Shares Held
33,570
-3.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#215
of 591 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cetera Investment Advisers holds $402,887,556 across 38 Capital Markets names. SF ranks #18 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
126,209 | $127,643,996 | |
| 2 | MS |
Morgan Stanley
|
389,557 | $81,432,995 | |
| 3 | SCHW |
Schwab Charles Corp
|
626,708 | $57,826,347 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
453,791 | $45,506,161 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
224,287 | $19,521,940 | |
| 6 | IREN |
IREN Ltd
|
392,080 | $17,929,818 | |
| 7 | HUT |
Hut 8 Corp.
|
46,739 | $5,395,783 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
18,019 | $5,075,591 |
All Filings in SF
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,342,178 | 33,570 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,562,880 | 34,671 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,809,185 | 22,434 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,836,751 | 25,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,286,249 | 12,394 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,141,017 | 12,105 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,183,958 | 11,161 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $925,102 | 9,852 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $822,313 | 9,772 | Shares | Sole | 2024-08-22 | |
| No filing history on record for this holder in this stock. | ||||||