The market capitalization of tokenized stocks has reached a record $3.8 billion. This figure represents a significant increase from early September 2026, when the total value was $3.1 billion, surpassing initial projections of $3.5 to $3.7 billion.
BNB Chain leads the sector, being the first blockchain to exceed $1 billion in tokenized stocks and ETFs, holding a market share of 30% to 34%. Ethereum follows with $750 to $830 million, representing 22% to 25% of the market.
Ondo Finance remains the primary issuer with assets exceeding $900 million. Other major participants include Binance with its bStocks and xStocks lines, and Securitize, whose SECZ product has attracted over $430 million since July.
User engagement is rising, with the number of holder addresses reaching 4.1 million, marking a 60% increase over 30 days. Trading volume on decentralized exchanges hit $3.96 billion during a single weekend, while total value locked in related DeFi protocols is in the hundreds of millions.
Tokenized stocks now account for approximately 8% of the real-world asset market. While the US equity market is valued at $80 trillion, the sector continues to grow, with year-to-date increases estimated between 300% and 800% depending on the metric used.
Regulatory discussions involving the CFTC and the SEC innovation sandbox are ongoing. Additionally, reports indicate that the NYSE is preparing for the trading of tokenized securities.
