Position in SIEB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$281,201
-$252,557 QoQ
Shares Held
146,459
-3.7% QoQ
Ownership
0.358%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SIEB Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Cetera Investment Advisers holds $334,735,195 across 40 Capital Markets names. SIEB ranks #31 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
123,607 | $104,570,285 | |
| 2 | MS |
Morgan Stanley
|
381,181 | $62,730,957 | |
| 3 | SCHW |
Schwab Charles Corp
|
620,584 | $58,322,484 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
532,448 | $36,898,646 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
209,311 | $14,038,488 | |
| 6 | IREN |
IREN Ltd
|
300,029 | $10,284,994 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
19,511 | $5,869,494 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
284,027 | $5,618,054 |
All Filings in SIEB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $281,201 | 146,459 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $533,758 | 152,068 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $444,038 | 152,068 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $672,140 | 152,068 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $485,215 | 161,201 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $512,978 | 162,335 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $426,669 | 168,644 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $291,403 | 167,473 | Shares | Sole | 2024-08-22 | |
| No filing history on record for this holder in this stock. | ||||||