Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$274,814,611
+$271,334,348 QoQ
Shares Held
975,627
+9912.6% QoQ
Ownership
1.24%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#24
of 752 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 1%
Shared 99%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MARSHALL WACE, LLP holds $2,356,408,586 across 38 Capital Markets names. LPLA ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
4,648,847 | $971,794,974 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
3,429,659 | $343,926,202 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
This page
|
975,627 | $274,814,611 | |
| 4 | CRCL |
Circle Internet Group, Inc.
|
2,901,146 | $181,698,773 | |
| 5 | TW |
Tradeweb Markets Inc.
|
1,282,797 | $127,843,548 | |
| 6 | XP |
XP Inc.
|
6,528,760 | $106,157,635 | |
| 7 | ETOR |
eToro Group Ltd.
|
1,636,719 | $64,601,298 | |
| 8 | FUTU |
Futu Holdings Ltd
|
460,493 | $43,166,612 |
All Filings in LPLA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,814,611 | 975,627 | Shares | Other | 2026-08-13 | |
| 2025-12-31 | $3,480,263 | 9,744 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $40,166,327 | 120,732 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $7,692,509 | 20,515 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $221,550,983 | 677,236 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $164,618,504 | 504,176 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $200,818,777 | 863,254 | Shares | Other | 2024-11-14 | |
| 2023-09-30 | $37,103,580 | 156,127 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $105,008,469 | 482,953 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $57,423,915 | 283,715 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $5,050,379 | 23,363 | Shares | Other | 2023-02-14 | |
| 2021-12-31 | $17,717,799 | 110,674 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $2,354,691 | 15,021 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $602,415 | 4,463 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $457,613 | 3,219 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,206,214 | 40,359 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $10,519,507 | 137,205 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $17,591,235 | 224,378 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,446,247 | 44,943 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||