Position in LPLA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$902,490
-$197,593 QoQ
Shares Held
3,000
-2.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026GABELLI FUNDS LLC holds $120,563,845 across 9 Capital Markets names. LPLA ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
44,510 | $37,655,014 | |
| 2 | MS |
Morgan Stanley
|
181,440 | $29,859,580 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
363,256 | $24,363,579 | |
| 4 | SCHW |
Schwab Charles Corp
|
133,437 | $12,540,409 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
157,718 | $6,936,437 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
122,210 | $5,043,606 | |
| 7 | MC |
Moelis & Co
|
43,850 | $2,499,450 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
3,000 | $902,490 |
All Filings in LPLA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $902,490 | 3,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,100,083 | 3,080 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,168,074 | 3,511 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,882,724 | 5,021 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,793,708 | 5,483 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,728,217 | 5,293 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $814,205 | 3,500 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||