Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,294,732
+$6,593,876 QoQ
Shares Held
47,198
+42.6% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#135
of 761 holders
Holding Since
Jun 2021
6 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Trexquant Investment LP holds $278,276,848 across 24 Capital Markets names. LPLA ranks #8 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
485,363 | $44,784,444 | |
| 2 | WULF |
Terawulf Inc.
|
1,206,519 | $29,801,019 | |
| 3 | MS |
Morgan Stanley
|
128,046 | $26,766,735 | |
| 4 | GS |
Goldman Sachs Group Inc
|
19,691 | $19,914,886 | |
| 5 | RIOT |
Riot Platforms, Inc.
|
718,020 | $19,659,387 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
358,645 | $17,925,077 | |
| 7 | CLSK |
Cleanspark, Inc.
|
1,094,727 | $15,928,277 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
47,198 | $13,294,732 |
All Filings in LPLA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,294,732 | 47,198 | Shares | Sole | 2026-08-14 | |
| 2023-03-31 | $6,700,856 | 33,107 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,785,996 | 8,262 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $11,624,883 | 53,208 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,974,120 | 10,701 | Shares | Sole | 2022-08-11 | |
| 2021-06-30 | $463,521 | 3,434 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||