Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$654,624
-$98,955 QoQ
Shares Held
2,324
-7.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#420
of 761 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 76%
Shared 24%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MACQUARIE GROUP LTD holds $167,343,749 across 18 Capital Markets names. LPLA ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
38,506 | $38,943,812 | |
| 2 | SCHW |
Schwab Charles Corp
|
405,498 | $37,415,300 | |
| 3 | MS |
Morgan Stanley
|
159,067 | $33,251,364 | |
| 4 | EVR |
Evercore Inc.
|
56,800 | $19,393,792 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
152,500 | $9,084,425 | |
| 6 | IREN |
IREN Ltd
|
173,219 | $7,921,304 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
74,287 | $7,449,499 | |
| 8 | SBET |
Sharplink, Inc.
|
1,432,339 | $6,875,227 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $654,624 | 2,324 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $753,579 | 2,505 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $858,636 | 2,404 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $110,993,367 | 333,624 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $128,517,967 | 342,742 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $97,203,107 | 297,130 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $93,706,410 | 286,994 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $58,988,686 | 253,573 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $113,895,187 | 407,788 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $57,625,982 | 218,115 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,409,616 | 23,766 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,373,265 | 22,610 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,105,512 | 18,882 | Shares | Sole | 2023-10-27 | |
| 2023-03-31 | $1,425,906 | 7,045 | Shares | Sole | 2023-06-01 | |
| 2022-12-31 | $2,353,225 | 10,886 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $1,927,430 | 8,822 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,307,409 | 7,087 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $451,219 | 2,470 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $36,683,662 | 229,144 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $31,661,757 | 201,976 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $42,509,790 | 314,934 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $460,171 | 3,237 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $439,495 | 4,217 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $315,419 | 4,114 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $253,780 | 3,237 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $115,609 | 2,124 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||