Position in VIRT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,628,526
+$666,227 QoQ
Shares Held
44,125
-1.1% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#137
of 474 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VIRT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $27,546,888 across 17 Capital Markets names. VIRT ranks #5 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,874 | $6,952,157 | |
| 2 | MS |
Morgan Stanley
|
17,538 | $3,666,143 | |
| 3 | SCHW |
Schwab Charles Corp
|
37,110 | $3,424,139 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
31,704 | $3,179,277 | |
| 5 | VIRT |
Virtu Financial, Inc.
This page
|
44,125 | $2,628,526 | |
| 6 | PJT |
PJT Partners Inc.
|
15,424 | $2,328,098 | |
| 7 | CLSK |
Cleanspark, Inc.
|
88,702 | $1,290,614 | |
| 8 | MC |
Moelis & Co
|
14,462 | $946,104 |
All Filings in VIRT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,628,526 | 44,125 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,962,299 | 44,618 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,282,420 | 38,488 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,736,553 | 48,917 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,163,491 | 48,303 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,798,844 | 47,189 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,619,907 | 45,401 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,329,761 | 43,656 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $983,624 | 43,814 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||