Gillson Capital LP

Position in LPLA — LPL Financial Holdings Inc.

CIK 1698055 CHICAGO, IL

Position in LPLA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$10,501,030

+$3,882,770 QoQ

Shares Held

37,280

+69.5% QoQ

Ownership

0.047%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#152

of 752 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Gillson Capital LP holds $64,692,477 across 9 Capital Markets names. LPLA ranks #3 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WULF	Terawulf Inc.	657,403	$16,237,854
2	TW	Tradeweb Markets Inc.	124,600	$12,417,636
3	LPLA	LPL Financial Holdings Inc. This page	37,280	$10,501,030
4	HUT	Hut 8 Corp.	66,681	$7,697,988
5	HOOD	Robinhood Markets, Inc.	72,679	$7,288,250
6	IBKR	Interactive Brokers Group, Inc.	51,500	$4,482,560
7	IREN	IREN Ltd	285,742	$3,007,331
8	RIOT	Riot Platforms, Inc.	85,600	$2,343,728

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,501,030	37,280	+69.5%	Shares	Sole	2026-08-14
2026-03-31	$6,618,260	22,000	+76.0%	Shares	Sole	2026-05-15
2025-03-31	$4,089,250	12,500	-79.1%	Shares	Sole	2025-05-15
2023-03-31	$12,077,208	59,670	+447.9%	Shares	Sole	2023-05-15
2022-06-30	$2,008,987	10,890	-13.2%	Shares	Sole	2022-08-15
2021-12-31	$2,008,168	12,544	-79.5%	Shares	Sole	2022-02-14
2021-09-30	$9,575,527	61,084	-11.8%	Shares	Sole	2021-11-16
2020-12-31	$7,219,006	69,267	-64.8%	Shares	Sole	2021-02-12
2020-06-30	$15,423,475	196,728	-18.9%	Shares	Sole	2020-08-14
2020-03-31	$13,210,324	242,703	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.