Position in LPLA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,069,710
-$355,831 QoQ
Shares Held
6,880
+1.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026CIBC WORLD MARKET INC. holds $443,351,072 across 18 Capital Markets names. LPLA ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
224,307 | $189,761,478 | |
| 2 | MS |
Morgan Stanley
|
855,631 | $140,811,193 | |
| 3 | SCHW |
Schwab Charles Corp
|
910,142 | $85,535,145 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
103,106 | $6,915,319 | |
| 5 | BGC |
BGC Group, Inc.
|
687,205 | $6,720,864 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
84,004 | $5,821,477 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
This page
|
6,880 | $2,069,710 | |
| 8 | HUT |
Hut 8 Corp.
|
24,707 | $1,159,005 |
All Filings in LPLA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,069,710 | 6,880 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,425,541 | 6,791 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,241,665 | 6,738 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,806,365 | 12,818 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,162,856 | 12,725 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,108,148 | 12,582 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,929,742 | 12,594 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,492,367 | 12,504 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,277,136 | 12,404 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,800,408 | 12,303 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,911,925 | 12,253 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,774,841 | 12,762 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,554,895 | 12,623 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,731,740 | 12,637 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,997,108 | 13,718 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,348,983 | 12,733 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,326,064 | 12,733 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,034,743 | 12,710 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,992,419 | 12,710 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,730,308 | 12,819 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,879,070 | 13,218 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,327,033 | 12,733 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $966,272 | 12,603 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $968,632 | 12,355 | 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. | ||||||