Position in TIGR
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$672,795
-$2,052,894 QoQ
Shares Held
106,793
-62.5% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TIGR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,750,887,322 across 34 Capital Markets names. TIGR ranks #30 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
5,622,983 | $528,447,942 | |
| 2 | MS |
Morgan Stanley
|
3,100,379 | $510,229,372 | |
| 3 | GS |
Goldman Sachs Group Inc
|
290,242 | $245,541,829 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
336,764 | $101,308,714 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,063,175 | $71,307,147 | |
| 6 | SF |
Stifel Financial Corp
|
640,348 | $47,334,524 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
329,441 | $47,314,316 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
523,771 | $36,297,330 |
All Filings in TIGR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $672,795 | 106,793 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,725,689 | 285,114 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,442,672 | 228,929 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,108,332 | 218,480 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,549,051 | 180,332 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,219,350 | 188,754 | Shares | Sole | 2025-02-13 | |
| 2022-06-30 | $56,515 | 11,999 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $58,795 | 11,999 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $59,342 | 12,086 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||