Position in GLO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$482,861
+$87,871 QoQ
Shares Held
78,899
+11.3% QoQ
Ownership
0.184%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
of 67 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GLO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $3,342,804,719 across 412 Asset Management names. GLO ranks #360 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
213,723 | $205,507,487 | |
| 2 | BX |
Blackstone Inc.
|
1,695,516 | $199,511,367 | |
| 3 | PFG |
Principal Financial Group Inc
|
1,134,085 | $122,231,681 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,545,160 | $92,604,172 | |
| 5 | ARCC |
Ares Capital Corp
|
4,029,149 | $74,660,130 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
5,496,468 | $71,509,048 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
2,315,840 | $69,868,892 | |
| 8 | KKR |
KKR & Co. Inc.
|
679,426 | $62,357,718 |
All Filings in GLO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $482,861 | 78,899 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $394,990 | 70,914 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $373,910 | 66,062 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $289,867 | 50,854 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $119,460 | 22,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $87,042 | 17,800 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $113,848 | 22,236 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $134,800 | 24,734 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $104,802 | 19,480 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $79,263 | 15,603 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $92,933 | 19,773 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $93,353 | 21,073 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $105,575 | 21,073 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $96,445 | 19,723 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $97,612 | 19,253 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $108,714 | 19,553 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $109,022 | 14,833 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $127,035 | 13,500 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $176,166 | 16,557 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||