Connor, Clark & Lunn Investment Management Ltd.
Position in LPLA — LPL Financial Holdings Inc.
CIK 1596800
VANCOUVER, A1
Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,024,643
+$3,650,411 QoQ
Shares Held
14,288
+1048.6% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#234
of 761 holders
Holding Since
Mar 2020
5 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 Jun 30, 2026Connor, Clark & Lunn Investment Management Ltd. holds $814,974,663 across 20 Capital Markets names. LPLA ranks #14 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
2,681,578 | $247,429,201 | |
| 2 | MS |
Morgan Stanley
|
818,069 | $171,009,143 | |
| 3 | RIOT |
Riot Platforms, Inc.
|
3,393,623 | $92,917,397 | |
| 4 | GS |
Goldman Sachs Group Inc
|
66,897 | $67,657,618 | |
| 5 | WULF |
Terawulf Inc.
|
2,508,580 | $61,961,925 | |
| 6 | HUT |
Hut 8 Corp.
|
488,428 | $56,386,569 | |
| 7 | CLSK |
Cleanspark, Inc.
|
2,180,237 | $31,722,448 | |
| 8 | MKTX |
Marketaxess Holdings Inc
|
186,658 | $21,183,816 |
All Filings in LPLA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,024,643 | 14,288 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $374,232 | 1,244 | Shares | Sole | 2026-05-11 | |
| 2022-12-31 | $3,566,156 | 16,497 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $707,875 | 3,240 | Shares | Sole | 2022-11-10 | |
| 2020-03-31 | $537,768 | 9,880 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||