Position in JEF
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,364,803
+$1,166,228 QoQ
Shares Held
127,347
+1.1% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#110
of 581 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $1,598,140,193 across 46 Capital Markets names. JEF ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
525,905 | $531,884,539 | |
| 2 | MS |
Morgan Stanley
|
2,073,037 | $433,347,654 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,850,432 | $170,739,360 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
986,057 | $98,881,795 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
620,282 | $83,198,424 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
858,091 | $74,688,240 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
146,208 | $41,183,869 | |
| 8 | IREN |
IREN Ltd
|
749,513 | $34,275,229 |
All Filings in JEF
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,364,803 | 127,347 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,198,575 | 125,965 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $20,145,951 | 325,092 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $23,538,312 | 359,803 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $19,543,362 | 357,348 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $18,582,468 | 346,882 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $29,441,630 | 375,531 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $7,045,628 | 114,470 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,299,639 | 106,504 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,915,650 | 111,466 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,492,783 | 111,180 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,754,098 | 102,487 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,386,391 | 102,092 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,979,116 | 93,860 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,031,417 | 30,088 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $847,299 | 28,722 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $744,664 | 26,961 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $957,283 | 29,141 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,945,490 | 256,327 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,641,761 | 259,676 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,425,242 | 246,352 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $7,058,000 | 234,485 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $266,738 | 10,843 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $199,313 | 11,073 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $162,980 | 10,481 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $173,977 | 12,727 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||