Position in STEX
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$25,086
-$26,920 QoQ
Shares Held
22,200
+29.3% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STEX Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $1,212,840,481 across 45 Capital Markets names. STEX ranks #42 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
492,177 | $416,376,820 | |
| 2 | MS |
Morgan Stanley
|
1,992,841 | $327,961,843 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,793,721 | $168,573,899 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
847,227 | $56,823,514 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
773,484 | $53,602,441 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
142,118 | $42,753,357 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
1,070,874 | $21,181,887 | |
| 8 | IREN |
IREN Ltd
|
516,634 | $17,710,213 |
All Filings in STEX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,086 | 22,200 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $52,006 | 17,164 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $72,708 | 12,623 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||