Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,943,592
-$40,307,475 QoQ
Shares Held
6,900
-94.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#304
of 761 holders
Holding Since
Dec 2020
21 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, 2026Bridgewater Associates, LP holds $64,419,389 across 14 Capital Markets names. LPLA ranks #9 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XP |
XP Inc.
|
1,255,551 | $20,415,259 | |
| 2 | EVR |
Evercore Inc.
|
33,194 | $11,333,759 | |
| 3 | VIRT |
Virtu Financial, Inc.
|
160,819 | $9,579,987 | |
| 4 | MS |
Morgan Stanley
|
18,729 | $3,915,110 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
42,076 | $3,662,295 | |
| 6 | SCHW |
Schwab Charles Corp
|
28,728 | $2,650,732 | |
| 7 | WULF |
Terawulf Inc.
|
89,081 | $2,200,300 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
16,007 | $2,147,018 |
All Filings in LPLA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,943,592 | 6,900 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $42,251,067 | 118,294 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $69,447,041 | 208,744 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $72,239,845 | 192,655 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $72,910,673 | 222,873 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $21,185,274 | 64,884 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,339,320 | 35,848 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,030,405 | 10,850 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,145,832 | 8,122 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,741,908 | 42,799 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,769,729 | 32,694 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,295,882 | 5,960 | Shares | Sole | 2023-08-11 | |
| 2022-12-31 | $4,334,857 | 20,053 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,144,784 | 18,971 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,185,099 | 6,424 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,455,584 | 13,442 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,447,455 | 15,288 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,108,965 | 32,591 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,437,670 | 25,468 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,452,071 | 24,283 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,473,358 | 14,137 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||