Position in LPLA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,750,886
+$1,483,791 QoQ
Shares Held
9,766
+131.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#271
of 764 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CIBC Asset Management Inc holds $233,113,625 across 27 Capital Markets names. LPLA ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
81,443 | $82,369,006 | |
| 2 | MS |
Morgan Stanley
|
335,177 | $70,065,400 | |
| 3 | SCHW |
Schwab Charles Corp
|
411,308 | $37,951,389 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
185,915 | $18,643,556 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
104,735 | $9,116,134 | |
| 6 | FUTU |
Futu Holdings Ltd
|
67,160 | $6,295,578 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
9,766 | $2,750,886 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
9,519 | $596,174 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,750,886 | 9,766 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,267,095 | 4,212 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,271,882 | 3,561 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,076,584 | 3,236 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,213,402 | 3,236 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,118,818 | 3,420 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,077,809 | 3,301 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $639,499 | 2,749 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,459,795 | 8,807 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,761,154 | 10,451 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,392,286 | 10,510 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,046,673 | 12,820 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,979,225 | 13,702 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $39,455,248 | 194,937 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $41,124,180 | 190,240 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $45,633,699 | 208,869 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $46,522,535 | 252,182 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $55,027,052 | 301,221 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $44,778,933 | 279,711 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $48,844,378 | 311,587 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $42,287,209 | 313,285 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $45,380,741 | 319,223 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $34,376,550 | 329,846 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,372,623 | 17,903 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,215,121 | 15,499 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $843,610 | 15,499 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||