Position in SNEX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$735,055
+$413,584 QoQ
Shares Held
9,304
+55.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#254
of 469 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SNEX Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Sanctuary Advisors, LLC holds $165,945,805 across 27 Capital Markets names. SNEX ranks #13 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
82,129 | $83,062,806 | |
| 2 | MS |
Morgan Stanley
|
159,334 | $33,307,179 | |
| 3 | SCHW |
Schwab Charles Corp
|
194,796 | $17,973,826 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
84,733 | $8,497,025 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
56,179 | $4,889,820 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
9,902 | $2,789,195 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
17,214 | $2,308,913 | |
| 8 | IREN |
IREN Ltd
|
47,790 | $2,185,436 |
All Filings in SNEX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $735,055 | 6,203 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $321,471 | 3,986 | Shares | Sole | 2026-05-05 | |
| 2025-09-30 | $665,465 | 6,594 | Shares | Sole | 2026-01-13 | |
| No filing history on record for this holder in this stock. | ||||||