Wallets holding tokenized stocks have surged to 1,020,510, marking a 33% increase in just over one week, according to the latest data from RWA.xyz. This rapid climb follows last week’s level of 766,366 wallets and further underscores the accelerating interest in tokenized equities over the past year. Compared to the 58,999 wallets recorded twelve months ago, the current figure represents a 17.3-fold increase.
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AAPLStocks now dominate onchain RWA wallets
As of now, tokenized stocks account for the largest share within the real-world asset (RWA) market onchain. Out of 1.62 million RWA holders, 62.8% hold tokenized equities. This is a notable rise from 13.1% in August of the previous year. Commodities hold the second-largest position with 256,264 wallets, representing about one quarter of the stock total. Commodities have also experienced strong growth, expanding by 130% year over year, but the overall pace remains behind that of tokenized stocks.
The past year saw the entire RWA holder base expand from 449,297 to 1,622,570, an increase of around 1.17 million wallets. Close to 960,000 of these new additions are attributed to stocks.
| Category | Holders (Current) | 1 Year Ago | Growth Rate |
|---|---|---|---|
| Tokenized stocks | 1,020,510 | 58,999 | 1,631% |
| Commodities | 256,264 | – | 130% | Total RWA holders | 1,622,570 | 449,297 | 261% |
The surge in tokenized stock wallets over the past year has outpaced all other categories within the RWA space, reflecting a major shift in onchain asset preferences.
bStocks leads new inflows
Compared to last week, the main source of new tokenized stock holders has shifted from the Robinhood chain to bStocks. bStocks, the tokenized securities platform launched by Binance and operated by BTech Holdings under an Abu Dhabi Global Market license, has emerged as the key driver of recent growth.
SpaceX is now the most widely held tokenized stock on bStocks, with about 107,000 wallets. NVIDIA xStock follows with 64,000, while NVIDIA Robinhood Token has 33,000 wallets. Cumulatively, SpaceX on bStocks remains ahead in terms of unique holders.
Mini dictionary: bStocks, Binance’s platform for tokenized securities, allows users to trade digital representations of real-world stocks. It launched in June 2026 and operates under regulatory approval from Abu Dhabi Global Market via BTech Holdings.
Platform competition intensifies
bStocks value increased 93.25% in the past 30 days to reach $559.2 million, surpassing xStocks’ value of $540.8 million and securing a 24.18% share of the market. bStocks achieved this position with only 67 listed assets, compared to 642 on xStocks.
Ondo still leads in overall value with $854.1 million and a 36.93% market share, though its market share has been marginally reduced by just 0.40% in the past month. Robinhood’s tokenized stock products reached a value of $27.1 million, reflecting a 125.2% increase in 30 days, but comprise only 1.17% of the market with 94 assets.
| Platform | Value ($ million) | Market Share (%) | Assets | 30-Day Change (%) |
|---|---|---|---|---|
| Ondo | 854.1 | 36.93 | – | 0.40 |
| bStocks | 559.2 | 24.18 | 67 | 93.25 |
| xStocks | 540.8 | 23.39 | 642 | – |
| Robinhood | 27.1 | 1.17 | 94 | 125.2 |
Average position size remains modest
Total tokenized stock value across the leading ten platforms now stands at approximately $2.3 billion. With more than 1.02 million holders, the average position size calculates to near $2,250 per wallet.
The continued rise is primarily fueled by wallets opening smaller positions, often only a few hundred dollars each, rather than large institutional accounts. Despite differing growth curves for holder numbers and total value since July, this divergence will likely remain a point of focus heading into the final quarter of the year.
