Position in ECF
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$261,300
-$9,772 QoQ
Shares Held
23,435
+0.5% QoQ
Ownership
0.172%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ECF 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. ECF ranks #382 (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 ECF
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $261,300 | 23,435 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $271,072 | 23,308 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $211,781 | 18,257 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $187,872 | 18,329 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $154,260 | 16,989 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $243,403 | 25,119 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $260,611 | 28,989 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $179,187 | 21,746 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $136,830 | 16,851 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $123,591 | 15,296 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $121,192 | 15,055 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $87,281 | 10,149 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $85,495 | 10,542 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $85,777 | 10,749 | Shares | Sole | 2023-02-07 | |
| 2022-03-31 | $119,031 | 11,240 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $138,926 | 11,240 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $161,642 | 12,099 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $196,600 | 13,356 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,065,849 | 78,835 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,034,757 | 74,604 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $837,756 | 72,533 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $593,171 | 51,625 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $301,638 | 35,156 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||