Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$23,733,508
-$23,746,185 QoQ
Shares Held
84,257
-46.6% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#107
of 761 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ROYAL BANK OF CANADA holds $4,147,675,208 across 62 Capital Markets names. LPLA ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,486,449 | $1,503,349,918 | |
| 2 | MS |
Morgan Stanley
|
6,695,389 | $1,399,604,109 | |
| 3 | SCHW |
Schwab Charles Corp
|
5,204,548 | $480,223,634 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
1,992,096 | $267,199,828 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
1,624,116 | $162,866,348 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
1,462,963 | $127,336,294 | |
| 7 | MC |
Moelis & Co
|
533,542 | $34,904,315 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
84,257 | $23,733,508 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,733,508 | 84,257 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $47,479,693 | 157,829 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $64,547,758 | 180,720 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $97,462,196 | 292,952 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $78,624,456 | 209,682 | Shares | Defined | 2025-11-21 | |
| 2025-03-31 | $57,529,202 | 175,855 | Shares | Defined | 2025-11-21 | |
| 2024-12-31 | $55,534,776 | 170,086 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $41,184,347 | 177,038 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $53,852,388 | 192,812 | Shares | Defined | 2024-11-06 | |
| 2024-03-31 | $45,466,966 | 172,093 | Shares | Defined | 2024-11-05 | |
| 2023-12-31 | $58,375,875 | 256,462 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $59,153,221 | 248,909 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $33,903,640 | 155,929 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $31,088,840 | 153,601 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $34,659,397 | 160,334 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $39,795,037 | 182,145 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $34,117,544 | 184,939 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $23,059,144 | 126,227 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $19,063,514 | 119,080 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $17,953,249 | 114,527 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $14,133,886 | 104,711 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $13,363,464 | 94,003 | Shares | Defined | 2021-07-20 | |
| 2020-12-31 | $730,476 | 7,009 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $388,102 | 5,062 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $397,407 | 5,069 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $196,273 | 3,606 | Shares | Defined | 2020-06-16 | |
| No filing history on record for this holder in this stock. | ||||||