Position in LPLA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,615,362
-$271,962 QoQ
Shares Held
12,835
-0.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#240
of 761 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026KBC Group NV holds $937,513,134 across 30 Capital Markets names. LPLA ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,685,231 | $352,280,687 | |
| 2 | GS |
Goldman Sachs Group Inc
|
310,391 | $313,920,144 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
2,028,985 | $176,602,853 | |
| 4 | SCHW |
Schwab Charles Corp
|
655,451 | $60,478,463 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
122,485 | $12,282,794 | |
| 6 | XP |
XP Inc.
|
271,094 | $4,407,988 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
12,835 | $3,615,362 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
71,212 | $3,559,175 |
All Filings in LPLA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,615,362 | 12,835 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $3,887,324 | 12,922 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $4,612,135 | 12,913 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $4,303,012 | 12,934 | Shares | Defined | 2026-01-20 | |
| 2025-06-30 | $5,384,943 | 14,361 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $4,474,947 | 13,679 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $4,318,421 | 13,226 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $2,379,804 | 10,230 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $3,427,011 | 12,270 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $14,706,692 | 55,665 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $2,246,381 | 9,869 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $2,652,649 | 11,162 | Shares | Defined | 2024-02-15 | |
| 2023-06-30 | $6,974,936 | 32,079 | Shares | Defined | 2024-02-15 | |
| 2023-03-31 | $9,683,018 | 47,841 | Shares | Defined | 2024-02-14 | |
| 2022-12-31 | $10,145,506 | 46,933 | Shares | Defined | 2024-02-14 | |
| 2022-09-30 | $5,647,489 | 25,849 | Shares | Defined | 2024-02-15 | |
| 2022-06-30 | $397,738 | 2,156 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||