Position in LGHL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$0
New position
Shares Held
244
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Independent Advisor Alliance holds $30,228,743 across 13 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
45,127 | $9,433,347 | |
| 2 | GS |
Goldman Sachs Group Inc
|
8,973 | $9,075,022 | |
| 3 | SCHW |
Schwab Charles Corp
|
52,052 | $4,802,837 | |
| 4 | HUT |
Hut 8 Corp.
|
20,339 | $2,348,035 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
17,670 | $1,771,947 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
4,839 | $1,363,049 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
5,494 | $478,197 | |
| 8 | NMR |
Nomura Holdings Inc
|
40,360 | $354,360 |
All Filings in LGHL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | — | 13,175 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||