Position in LPLA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,030,385
-$33,779 QoQ
Shares Held
3,658
+28.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#369
of 761 holders
Holding Since
Sep 2020
9 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, 2026GSA CAPITAL PARTNERS LLP holds $23,240,975 across 23 Capital Markets names. LPLA ranks #10 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,433 | $3,472,033 | |
| 2 | EVR |
Evercore Inc.
|
7,059 | $2,410,224 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
23,582 | $2,052,577 | |
| 4 | WULF |
Terawulf Inc.
|
80,567 | $1,990,004 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
12,657 | $1,697,683 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
28,889 | $1,443,872 | |
| 7 | SCHW |
Schwab Charles Corp
|
12,671 | $1,169,153 | |
| 8 | MRX |
Marex Group Ltd
|
19,030 | $1,159,878 |
All Filings in LPLA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,030,385 | 3,658 | Shares | Sole | 2026-08-06 | |
| 2025-06-30 | $1,064,164 | 2,838 | Shares | Sole | 2025-07-22 | |
| 2024-12-31 | $560,944 | 1,718 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $692,772 | 2,978 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $383,478 | 1,373 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $349,536 | 1,323 | Shares | Sole | 2024-05-03 | |
| 2023-06-30 | $1,031,487 | 4,744 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $290,748 | 1,345 | Shares | Sole | 2023-02-13 | |
| 2020-09-30 | $313,656 | 4,091 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||