Position in BIT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,530,667
+$260,754 QoQ
Shares Held
601,491
+3.6% QoQ
Ownership
1.05%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $12,018,429,224 across 412 Asset Management names. BIT ranks #106 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
66,525,182 | $7,359,818,213 | |
| 2 | STT |
State Street Corp
|
20,189,607 | $1,112,665,246 | |
| 3 | BLK |
BlackRock, Inc.
|
4,359,399 | $460,881,128 | |
| 4 | BX |
Blackstone Inc.
|
1,695,516 | $199,511,367 | |
| 5 | PFG |
Principal Financial Group Inc
|
1,134,085 | $122,231,681 | |
| 6 | PDI |
PIMCO Dynamic Income Fund
|
5,545,160 | $92,604,172 | |
| 7 | ARCC |
Ares Capital Corp
|
4,029,149 | $74,660,130 | |
| 8 | BPRE |
Bluerock Private Real Estate Fund
|
5,496,468 | $71,509,048 |
All Filings in BIT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,530,667 | 601,491 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $7,269,913 | 580,664 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,845,634 | 524,168 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,733,528 | 577,560 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,732,123 | 514,672 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,459,754 | 299,314 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $8,754,450 | 582,721 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $7,904,813 | 505,397 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $7,054,370 | 470,203 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $7,768,969 | 475,442 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $6,769,235 | 438,564 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,033,724 | 405,230 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,430,340 | 299,616 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,051,346 | 136,637 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,984,510 | 135,720 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,361,148 | 161,138 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,044,387 | 139,815 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,385,453 | 140,669 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,358,494 | 126,352 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,272,498 | 118,036 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,065,236 | 107,558 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,465,753 | 79,048 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,468,637 | 81,371 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,098,491 | 67,651 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $825,527 | 55,674 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $408,333 | 32,877 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||