Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$294,918
-$502,872 QoQ
Shares Held
1,047
-56.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#521
of 761 holders
Holding Since
Mar 2020
21 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, 2026Engineers Gate Manager LP holds $86,915,188 across 41 Capital Markets names. LPLA ranks #31 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
|
42,180 | $14,401,939 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
108,359 | $9,431,567 | |
| 3 | WULF |
Terawulf Inc.
|
331,395 | $8,185,456 | |
| 4 | TW |
Tradeweb Markets Inc.
|
81,230 | $8,095,381 | |
| 5 | SF |
Stifel Financial Corp
|
66,557 | $4,643,681 | |
| 6 | LAZ |
Lazard, Inc.
|
95,509 | $4,005,647 | |
| 7 | FIGR |
Figure Technology Solutions, Inc.
|
110,656 | $3,398,245 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
55,803 | $3,324,184 |
All Filings in LPLA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,918 | 1,047 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $797,790 | 2,398 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,348,272 | 40,932 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,036,706 | 3,169 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,792,640 | 8,553 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,720,993 | 20,294 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,249,308 | 4,473 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,827,465 | 14,487 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,637,432 | 11,587 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $764,520 | 3,217 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,560,495 | 7,177 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,630,277 | 37,699 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,866,846 | 13,262 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $666,774 | 4,165 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $257,086 | 1,640 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,549,840 | 11,482 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $361,370 | 2,542 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $331,523 | 3,181 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $544,893 | 7,107 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,490,305 | 19,009 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,012,561 | 18,603 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||