Position in STEX
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$28,135
+$20,611 QoQ
Shares Held
24,899
+98.9% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
4 quarters on record
Common Shares in STEX Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $250,921,798 across 36 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
89,299 | $90,314,329 | |
| 2 | MS |
Morgan Stanley
|
361,074 | $75,478,908 | |
| 3 | SCHW |
Schwab Charles Corp
|
236,089 | $21,783,932 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
181,743 | $18,225,188 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
121,104 | $10,540,892 | |
| 6 | IREN |
IREN Ltd
|
122,511 | $5,602,428 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
310,524 | $4,133,074 | |
| 8 | WULF |
Terawulf Inc.
|
165,421 | $4,085,898 |
All Filings in STEX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,135 | 24,899 | Shares | Sole | 2026-04-27 | |
| 2025-03-31 | $7,524 | 12,520 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $18,654 | 12,520 | Shares | Sole | 2025-02-10 | |
| 2024-03-31 | $8,262 | 12,500 | Shares | Sole | 2024-04-29 | |
| No filing history on record for this holder in this stock. | ||||||