Quantitative Investment Management, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1445911
CHARLOTTESVILLE, VA
Position in LPLA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$709,357
-$132,849 QoQ
Shares Held
2,358
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
10 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 Mar 31, 2026Quantitative Investment Management, LLC holds $17,557,932 across 6 Capital Markets names. LPLA ranks #4 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
155,294 | $10,761,874 | |
| 2 | GS |
Goldman Sachs Group Inc
|
4,791 | $4,053,138 | |
| 3 | MS |
Morgan Stanley
|
7,534 | $1,239,870 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
This page
|
2,358 | $709,357 | |
| 5 | SBET |
Sharplink, Inc.
|
87,397 | $563,710 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
3,429 | $229,983 |
All Filings in LPLA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $709,357 | 2,358 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $842,206 | 2,358 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $506,686 | 1,523 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $2,386,813 | 7,296 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $2,191,607 | 9,421 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $279,787 | 1,059 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,519,981 | 11,071 | Shares | Sole | 2024-02-13 | |
| 2021-12-31 | $234,371 | 1,464 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $456,485 | 2,912 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $270,904 | 2,007 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||