Position in TIGR
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$7,271,307
+$3,630,803 QoQ
Shares Held
1,154,176
+203.1% QoQ
Ownership
0.646%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TIGR Over Time
Shares Held
Position Value (USD)
Derivatives in TIGR
reported options exposure · as of Mar 31, 2026CallValue
$151,200
CallShares
24,000
PutValue
$945,000
PutShares
150,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Mar 31, 2026UBS Group AG holds $6,257,021,368 across 82 Capital Markets names. TIGR ranks #34 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
11,923,338 | $1,962,223,730 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,995,089 | $1,687,825,337 | |
| 3 | SCHW |
Schwab Charles Corp
|
5,779,000 | $543,110,418 | |
| 4 | TW |
Tradeweb Markets Inc.
|
1,928,700 | $226,930,839 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
2,279,407 | $217,478,219 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
653,883 | $196,707,620 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
2,263,352 | $151,803,014 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
1,955,939 | $135,546,572 |
All Filings in TIGR
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,271,307 | 1,154,176 | Shares | Defined | 2026-05-05 | |
| 2026-03-31 | $945,000 | 150,000 | Put | Defined | 2026-05-05 | |
| 2026-03-31 | $151,200 | 24,000 | Call | Defined | 2026-05-05 | |
| 2025-12-31 | $229,440 | 24,000 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $3,640,504 | 380,806 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $256,080 | 24,000 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $5,127,724 | 480,574 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,652,118 | 378,458 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,303,524 | 617,407 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,581,987 | 864,085 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $23,672 | 4,433 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $239,122 | 56,934 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $120 | 35 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $79,727 | 18,038 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $35,020 | 6,840 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $5,705 | 2,009 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $99,646 | 29,924 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $19,658 | 5,765 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $153,721 | 46,724 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $208,892 | 44,351 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $122,685 | 25,038 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $133,930 | 27,277 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $50,832 | 4,800 | Put | Defined | 2021-11-15 | |
| 2021-09-30 | $2,577,055 | 243,348 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,408,238 | 83,100 | Call | Defined | 2021-08-13 | |
| 2021-06-30 | $22,107,594 | 762,857 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,636,478 | 148,200 | Put | Defined | 2021-05-12 | |
| 2021-03-31 | $1,478,349 | 83,100 | Call | Defined | 2021-05-12 | |
| 2021-03-31 | $660,417 | 37,123 | Shares | Defined | 2021-05-12 | |
| 2020-09-30 | $26,416 | 5,573 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $21,186 | 5,093 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $10,398 | 3,809 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||