Position in LPLA
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,862,324
+$71,046 QoQ
Shares Held
20,812
+8.1% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#204
of 761 holders
Holding Since
Jun 2022
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, 2026IFM Investors Pty Ltd holds $201,319,216 across 11 Capital Markets names. LPLA ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
67,415 | $68,181,508 | |
| 2 | MS |
Morgan Stanley
|
271,816 | $56,820,416 | |
| 3 | SCHW |
Schwab Charles Corp
|
377,465 | $34,828,695 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
170,318 | $17,079,489 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
100,680 | $8,763,187 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
20,812 | $5,862,324 | |
| 7 | IREN |
IREN Ltd
|
75,828 | $3,467,614 | |
| 8 | TW |
Tradeweb Markets Inc.
|
27,557 | $2,746,330 |
All Filings in LPLA
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,862,324 | 20,812 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,791,278 | 19,251 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,448,347 | 18,054 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,781,819 | 17,379 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $6,516,603 | 17,379 | Shares | Sole | 2025-07-11 | |
| 2024-12-31 | $4,798,064 | 14,695 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $3,693,233 | 15,876 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $4,349,538 | 15,573 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $4,114,386 | 15,573 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $3,606,411 | 15,844 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $3,765,326 | 15,844 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $3,561,503 | 16,380 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $3,429,060 | 16,942 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,609,174 | 16,696 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,101,323 | 14,195 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,512,617 | 13,620 | Shares | Sole | 2022-07-15 | |
| No filing history on record for this holder in this stock. | ||||||