CIBC WORLD MARKET INC.

Position in LPLA — LPL Financial Holdings Inc.

CIK 1421224 TORONTO, A6

Position in LPLA

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,790,603

+$720,893 QoQ

Shares Held

9,907

+44.0% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#269

of 762 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CIBC WORLD MARKET INC. holds $419,255,210 across 17 Capital Markets names. LPLA ranks #8 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	186,608	$188,729,732
2	MS	Morgan Stanley	663,252	$138,646,198
3	SCHW	Schwab Charles Corp	489,573	$45,172,900
4	IBKR	Interactive Brokers Group, Inc.	166,342	$14,478,407
5	MKTX	Marketaxess Holdings Inc	78,286	$8,884,678
6	BGC	BGC Group, Inc.	783,011	$8,370,387
7	HOOD	Robinhood Markets, Inc.	68,092	$6,828,265
8	LPLA	LPL Financial Holdings Inc. This page	9,907	$2,790,603

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,790,603	9,907	+44.0%	Shares	Sole	2026-08-13
2026-03-31	$2,069,710	6,880	+1.3%	Shares	Sole	2026-05-14
2025-12-31	$2,425,541	6,791	+0.8%	Shares	Sole	2026-02-10
2025-09-30	$2,241,665	6,738	-47.4%	Shares	Sole	2025-11-06
2025-06-30	$4,806,365	12,818	+0.7%	Shares	Sole	2025-08-14
2025-03-31	$4,162,856	12,725	+1.1%	Shares	Sole	2025-05-14
2024-12-31	$4,108,148	12,582	-0.1%	Shares	Sole	2025-01-23
2024-09-30	$2,929,742	12,594	+0.7%	Shares	Sole	2024-11-12
2024-06-30	$3,492,367	12,504	+0.8%	Shares	Sole	2024-08-07
2024-03-31	$3,277,136	12,404	+0.8%	Shares	Sole	2024-05-13
2023-12-31	$2,800,408	12,303	+0.4%	Shares	Sole	2024-02-13
2023-09-30	$2,911,925	12,253	-4.0%	Shares	Sole	2023-11-13
2023-06-30	$2,774,841	12,762	+1.1%	Shares	Sole	2023-08-11
2023-03-31	$2,554,895	12,623	-0.1%	Shares	Sole	2023-05-12
2022-12-31	$2,731,740	12,637	-7.9%	Shares	Sole	2023-02-13
2022-09-30	$2,997,108	13,718	+7.7%	Shares	Sole	2022-11-10
2022-06-30	$2,348,983	12,733	0.0%	Shares	Sole	2022-08-10
2022-03-31	$2,326,064	12,733	+0.2%	Shares	Sole	2022-05-12
2021-12-31	$2,034,743	12,710	0.0%	Shares	Sole	2022-02-14
2021-09-30	$1,992,419	12,710	-0.9%	Shares	Sole	2021-11-12
2021-06-30	$1,730,308	12,819	-3.0%	Shares	Sole	2021-08-12
2021-03-31	$1,879,070	13,218	+3.8%	Shares	Sole	2021-05-11
2020-12-31	$1,327,033	12,733	+1.0%	Shares	Sole	2021-02-08
2020-09-30	$966,272	12,603	+2.0%	Shares	Sole	2020-11-12
2020-06-30	$968,632	12,355	+2.7%	Shares	Sole	2020-08-13
2020-03-31	$654,792	12,030	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.