Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$19,525,775
-$1,178,548 QoQ
Shares Held
69,319
+0.7% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#117
of 761 holders
Holding Since
Jun 2022
17 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, 2026AVIVA PLC holds $782,238,944 across 19 Capital Markets names. LPLA ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
263,877 | $266,877,281 | |
| 2 | MS |
Morgan Stanley
|
1,087,518 | $227,334,762 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,426,071 | $131,583,571 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
639,942 | $64,173,383 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
353,010 | $30,725,990 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
69,319 | $19,525,775 | |
| 7 | IREN |
IREN Ltd
|
258,695 | $11,830,122 | |
| 8 | FUTU |
Futu Holdings Ltd
|
95,237 | $8,927,516 |
All Filings in LPLA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,525,775 | 69,319 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $20,704,323 | 68,824 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $23,908,602 | 66,939 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $21,094,209 | 63,405 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $20,999,444 | 56,003 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $17,107,786 | 52,295 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $14,740,620 | 45,146 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $18,812,090 | 80,867 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $22,100,450 | 79,128 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $18,196,246 | 68,873 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $16,917,628 | 74,324 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $15,963,663 | 67,173 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $9,331,878 | 42,919 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $15,423,892 | 76,205 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $9,626,914 | 44,534 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $17,717,854 | 81,096 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $12,037,688 | 65,252 | Shares | Defined | 2022-08-04 | |
| No filing history on record for this holder in this stock. | ||||||