Position in SNEX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$572,829
-$299,320 QoQ
Shares Held
7,251
-55.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#274
of 469 holders
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SNEX Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $190,378,015 across 38 Capital Markets names. SNEX ranks #15 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
62,498 | $63,208,602 | |
| 2 | MS |
Morgan Stanley
|
278,364 | $58,189,210 | |
| 3 | MIAX |
Miami International Holdings, Inc.
|
681,610 | $25,328,627 | |
| 4 | SCHW |
Schwab Charles Corp
|
165,885 | $15,306,208 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
68,920 | $6,911,297 | |
| 6 | IREN |
IREN Ltd
|
118,577 | $5,422,526 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
68,577 | $3,427,478 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
169,649 | $2,258,028 |
All Filings in SNEX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $572,829 | 4,834 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $872,149 | 10,814 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $468,134 | 4,921 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $527,003 | 5,222 | Shares | Sole | 2025-11-17 | |
| 2025-03-31 | $449,114 | 5,880 | Shares | Sole | 2025-05-15 | |
| 2023-06-30 | $5,317 | 64 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,355 | 129 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $92,059 | 966 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||