Position in EAD
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,501,137
+$146,905 QoQ
Shares Held
385,978
+11.2% QoQ
Ownership
0.653%
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%
Shared 0%
None 100%
Common Shares in EAD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $3,126,810,510 across 416 Asset Management names. EAD ranks #222 (0.1% 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 EAD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,501,137 | 385,978 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,354,232 | 347,232 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,167,653 | 309,223 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,072,053 | 293,492 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,211,796 | 323,362 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,323,308 | 337,200 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,359,744 | 330,960 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,296,497 | 346,903 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,158,179 | 325,027 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,634,081 | 250,626 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,042,880 | 170,964 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,035,573 | 160,554 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,123,752 | 177,528 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,157,887 | 181,203 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,160,863 | 187,236 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,186,449 | 182,812 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,446,371 | 183,085 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,645,383 | 179,627 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,505,055 | 171,029 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,282,003 | 145,848 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $978,204 | 115,901 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $601,473 | 73,710 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $455,724 | 62,428 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $471,231 | 67,127 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $406,622 | 63,734 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||