Position in LPLA
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$8,500,820
-$396,528 QoQ
Shares Held
30,179
+2.0% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#166
of 761 holders
Holding Since
Jun 2020
22 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, 2026Asset Management One Co., Ltd. holds $525,487,865 across 14 Capital Markets names. LPLA ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
241,898 | $244,648,380 | |
| 2 | MS |
Morgan Stanley
|
619,784 | $129,559,647 | |
| 3 | SCHW |
Schwab Charles Corp
|
707,726 | $65,301,878 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
318,209 | $31,909,998 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
271,904 | $23,666,524 | |
| 6 | TW |
Tradeweb Markets Inc.
|
91,614 | $9,130,251 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
30,179 | $8,500,820 | |
| 8 | IREN |
IREN Ltd
|
124,029 | $5,671,846 |
All Filings in LPLA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,500,820 | 30,179 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $8,897,348 | 29,576 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $10,798,677 | 30,234 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $10,318,713 | 31,016 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $11,380,339 | 30,350 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $9,309,750 | 28,458 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $10,239,353 | 31,360 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $7,165,934 | 30,804 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $8,665,841 | 31,027 | Shares | Defined | 2024-07-18 | |
| 2024-03-31 | $8,517,279 | 32,238 | Shares | Defined | 2024-05-02 | |
| 2023-12-31 | $7,935,516 | 34,863 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $7,171,564 | 30,177 | Shares | Defined | 2023-10-19 | |
| 2023-06-30 | $6,706,845 | 30,846 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $6,266,506 | 30,961 | Shares | Defined | 2023-04-25 | |
| 2022-12-31 | $7,483,373 | 34,618 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $7,989,595 | 36,569 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $5,764,077 | 31,245 | Shares | Defined | 2022-07-29 | |
| 2021-09-30 | $824,400 | 5,259 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $703,785 | 5,214 | Shares | Defined | 2021-08-03 | |
| 2020-12-31 | $759,659 | 7,289 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $699,383 | 9,122 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $770,985 | 9,834 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||