Position in HPI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$3,079,335
+$35,162 QoQ
Shares Held
196,261
+4.4% QoQ
Ownership
0.733%
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 HPI 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. HPI ranks #197 (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 HPI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,079,335 | 196,261 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,044,173 | 188,028 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,248,718 | 187,246 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,894,205 | 181,001 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,038,093 | 183,128 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,833,918 | 170,410 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,940,149 | 155,153 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,710,512 | 162,209 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,710,656 | 162,998 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,476,671 | 156,950 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,402,345 | 164,883 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,468,417 | 162,076 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,317,392 | 144,837 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,195,335 | 136,781 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,226,011 | 138,952 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,498,974 | 142,717 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,817,727 | 145,619 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,106,337 | 149,703 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,109,373 | 144,622 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,976,998 | 137,824 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,787,618 | 134,863 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,653,060 | 134,810 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,399,775 | 127,512 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,572,805 | 131,534 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,095,286 | 130,385 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||