CANADA LIFE ASSURANCE Co
InsurancePosition in LPLA — LPL Financial Holdings Inc.
CIK 1046192
WINNIPEG, A2
Position in LPLA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$7,146,216
-$1,490,868 QoQ
Shares Held
23,755
-1.8% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026CANADA LIFE ASSURANCE Co holds $546,037,952 across 18 Capital Markets names. LPLA ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
219,341 | $185,560,292 | |
| 2 | MS |
Morgan Stanley
|
889,102 | $146,319,516 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,221,693 | $114,814,708 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
524,847 | $35,201,488 | |
| 5 | EVR |
Evercore Inc.
|
27,364 | $8,168,427 | |
| 6 | SF |
Stifel Financial Corp
|
108,373 | $8,010,932 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
23,755 | $7,146,216 | |
| 8 | MKTX |
Marketaxess Holdings Inc
|
33,909 | $5,594,306 |
All Filings in LPLA
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,146,216 | 23,755 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,637,084 | 24,182 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,855,007 | 47,657 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $17,643,463 | 47,053 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $15,619,299 | 47,745 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,283,280 | 46,808 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,068,768 | 47,581 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $12,834,952 | 45,954 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $11,156,901 | 42,229 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $10,063,535 | 44,212 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $11,519,846 | 48,474 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,911,507 | 50,184 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $11,106,295 | 54,873 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $12,231,330 | 56,582 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $8,357,952 | 38,255 | Shares | Sole | 2022-11-01 | |
| 2022-03-31 | $1,217,196 | 6,663 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $953,976 | 5,959 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $978,182 | 6,240 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $856,313 | 6,344 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $944,368 | 6,643 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $8,088,096 | 77,606 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $4,534,338 | 59,141 | Shares | Defined | 2020-11-18 | |
| 2020-06-30 | $4,713,328 | 60,119 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $3,720,725 | 68,358 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||