Position in LPLA
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,429,460
+$2,475,306 QoQ
Shares Held
11,400
+297.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 44.08771929824562.ToString("F0")%
Shared 0.ToString("F0")%
None 55.91228070175439.ToString("F0")%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026CIBC Bancorp USA Inc. holds $620,864,327 across 22 Capital Markets names. LPLA ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
300,710 | $254,397,652 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,038,905 | $191,616,291 | |
| 3 | MS |
Morgan Stanley
|
505,906 | $83,256,949 | |
| 4 | TW |
Tradeweb Markets Inc.
|
341,870 | $40,224,423 | |
| 5 | RIOT |
Riot Platforms, Inc.
|
1,868,192 | $23,090,851 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
147,257 | $10,204,908 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
99,991 | $6,706,395 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
11,400 | $3,429,460 |
All Filings in LPLA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,429,460 | 11,400 | Shares | Defined | 2026-05-12 | |
| 2025-09-30 | $954,154 | 2,868 | Shares | Defined | 2025-11-21 | |
| No filing history on record for this holder in this stock. | ||||||