Position in LPLA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,162,595
+$5,850,936 QoQ
Shares Held
21,878
+2011.8% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#201
of 761 holders
Holding Since
Mar 2020
16 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, 2026WINTON GROUP Ltd holds $99,579,824 across 27 Capital Markets names. LPLA ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
299,748 | $20,913,417 | |
| 2 | GS |
Goldman Sachs Group Inc
|
12,600 | $12,743,262 | |
| 3 | SNEX |
StoneX Group Inc.
|
122,294 | $9,661,186 | |
| 4 | PIPR |
Piper Sandler Companies
|
130,560 | $9,444,710 | |
| 5 | HUT |
Hut 8 Corp.
|
70,700 | $8,161,961 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
21,878 | $6,162,595 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
208,267 | $5,702,350 | |
| 8 | WULF |
Terawulf Inc.
|
224,707 | $5,550,262 |
All Filings in LPLA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,162,595 | 21,878 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $311,659 | 1,036 | Shares | Sole | 2026-05-12 | |
| 2025-06-30 | $1,660,367 | 4,428 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $604,370 | 1,851 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $656,481 | 2,822 | Shares | Sole | 2024-11-12 | |
| 2023-06-30 | $2,975,312 | 13,684 | Shares | Sole | 2023-08-14 | |
| 2022-09-30 | $716,832 | 3,281 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $419,692 | 2,275 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $686,876 | 3,760 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $536,461 | 3,351 | Shares | Sole | 2022-02-10 | |
| 2021-06-30 | $288,182 | 2,135 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $616,263 | 4,335 | Shares | Sole | 2021-07-21 | |
| 2020-12-31 | $849,601 | 8,152 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,953,934 | 25,485 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,115,475 | 14,228 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $809,809 | 14,878 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||