Position in SF
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$485,506
-$83,869 QoQ
Shares Held
6,568
-3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Meeder Advisory Services, Inc. holds $23,034,207 across 9 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
9,522 | $9,630,265 | |
| 2 | MS |
Morgan Stanley
|
33,188 | $6,937,619 | |
| 3 | SCHW |
Schwab Charles Corp
|
33,408 | $3,082,556 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
15,296 | $1,533,882 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
7,327 | $637,742 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
7,383 | $369,002 | |
| 7 | MARA |
MARA Holdings, Inc.
|
24,831 | $344,902 | |
| 8 | EVR |
Evercore Inc.
|
967 | $330,172 |
All Filings in SF
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $485,506 | 6,568 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $569,375 | 4,547 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $516,856 | 4,555 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||