Position in SIEB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$66,893
-$151,954 QoQ
Shares Held
34,841
-44.1% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 65%
Shared 35%
None 0%
Common Shares in SIEB Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $5,621,427,368 across 34 Capital Markets names. SIEB ranks #34 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,840,675 | $1,557,192,641 | |
| 2 | MS |
Morgan Stanley
|
7,235,756 | $1,190,788,362 | |
| 3 | SCHW |
Schwab Charles Corp
|
5,742,934 | $539,720,934 | |
| 4 | SNEX |
StoneX Group Inc.
|
2,107,795 | $254,990,499 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
816,367 | $245,587,682 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
3,221,865 | $223,275,242 | |
| 7 | SF |
Stifel Financial Corp
|
2,616,616 | $193,420,252 | |
| 8 | EVR |
Evercore Inc.
|
548,530 | $163,741,687 |
All Filings in SIEB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,893 | 34,841 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $218,847 | 62,350 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $171,428 | 58,709 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $135,675 | 30,696 | Shares | Sole | 2025-08-12 | |
| 2020-06-30 | $466,602 | 92,214 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $667,229 | 92,414 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||