Position in VIRT
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$50,215,245
+$33,205,410 QoQ
Shares Held
842,962
+118.0% QoQ
Ownership
0.543%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#21
of 474 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIRT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $2,624,731,102 across 28 Capital Markets names. VIRT ranks #9 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
2,684,964 | $756,300,657 | |
| 2 | MS |
Morgan Stanley
|
2,836,822 | $593,009,270 | |
| 3 | GS |
Goldman Sachs Group Inc
|
341,329 | $345,209,910 | |
| 4 | SCHW |
Schwab Charles Corp
|
2,741,997 | $253,004,061 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
864,507 | $86,692,761 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
2,669,062 | $73,078,916 | |
| 7 | SF |
Stifel Financial Corp
|
1,023,213 | $71,389,570 | |
| 8 | SNEX |
StoneX Group Inc.
|
677,814 | $53,547,305 |
All Filings in VIRT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,215,245 | 842,962 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $17,009,835 | 386,763 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $12,632,211 | 379,118 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $13,539,380 | 381,391 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $17,838,378 | 398,267 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $15,290,579 | 401,117 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $13,970,432 | 391,548 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $11,762,950 | 386,177 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $9,751,359 | 434,359 | Shares | Defined | 2024-07-29 | |
| 2022-09-30 | $1,260,842 | 60,705 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $3,435,416 | 146,750 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $918,105 | 24,667 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $578,243 | 20,057 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $517,622 | 21,188 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $208,827 | 7,558 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $218,778 | 7,046 | Shares | Defined | 2021-05-10 | |
| 2020-06-30 | $209,072 | 8,859 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $1,611,197 | 77,387 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||