Position in LGHL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$11,594
New position
Shares Held
13,175
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
of 4 holders
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Capital Markets
Financial Services · as of Mar 31, 2026Independent Advisor Alliance holds $27,351,919 across 13 Capital Markets names. LGHL ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
50,622 | $8,330,861 | |
| 2 | GS |
Goldman Sachs Group Inc
|
8,307 | $7,027,638 | |
| 3 | SCHW |
Schwab Charles Corp
|
50,129 | $4,711,122 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
54,626 | $3,785,581 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
5,035 | $1,514,678 | |
| 6 | HUT |
Hut 8 Corp.
|
21,465 | $1,006,922 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
5,129 | $344,001 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
2,411 | $230,032 |
All Filings in LGHL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,594 | 13,175 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||