Position in DHY
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,413,873
-$114,339 QoQ
Shares Held
744,144
-2.6% QoQ
Ownership
0.539%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in DHY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $3,126,143,978 across 415 Asset Management names. DHY ranks #280 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
218,728 | $210,352,904 | |
| 2 | BX |
Blackstone Inc.
|
1,469,080 | $168,929,509 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
5,778,813 | $95,986,083 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,288,936 | $90,493,694 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
2,361,598 | $83,695,033 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
3,183,953 | $77,656,613 | |
| 7 | ARCC |
Ares Capital Corp
|
4,038,185 | $72,768,093 | |
| 8 | PFG |
Principal Financial Group Inc
|
728,464 | $65,641,891 |
All Filings in DHY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,413,873 | 744,144 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,528,212 | 764,106 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,666,746 | 809,100 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,606,039 | 754,009 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,649,574 | 778,101 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,736,511 | 811,454 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,674,928 | 737,854 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,521,809 | 753,371 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,597,290 | 790,738 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,584,007 | 800,004 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,551,039 | 825,021 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,549,359 | 819,767 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,550,678 | 820,465 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,457,095 | 827,895 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,669,020 | 948,307 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,658,057 | 877,279 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,178,042 | 999,102 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,670,789 | 676,433 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,624,951 | 657,875 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,441,221 | 574,192 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,383,802 | 574,192 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,362,254 | 597,480 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,237,472 | 586,480 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $694,568 | 347,284 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $322,462 | 176,209 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||