Qube Research & Technologies Ltd
Position in LPLA — LPL Financial Holdings Inc.
CIK 1729829
LONDON, X0
Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$97,038,760
+$81,003,918 QoQ
Shares Held
344,500
+705.6% QoQ
Ownership
0.438%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#54
of 752 holders
Holding Since
Mar 2020
19 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, 2026Qube Research & Technologies Ltd holds $2,061,901,899 across 32 Capital Markets names. LPLA ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
720,663 | $728,856,938 | |
| 2 | MS |
Morgan Stanley
|
1,424,082 | $297,690,101 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,037,800 | $188,027,806 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
1,442,839 | $125,584,706 | |
| 5 | SF |
Stifel Financial Corp
|
1,523,529 | $106,296,618 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
344,500 | $97,038,760 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
705,487 | $94,626,971 | |
| 8 | EVR |
Evercore Inc.
|
250,095 | $85,392,436 |
All Filings in LPLA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,038,760 | 344,500 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $16,034,842 | 42,763 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,380,924 | 7,278 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,996,377 | 48,992 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $57,846,473 | 248,663 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $26,637,958 | 95,374 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $67,775,490 | 256,531 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $42,309,095 | 185,876 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $16,988,172 | 71,484 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $29,345,222 | 134,964 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $51,909,123 | 256,468 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $57,125,084 | 264,260 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $27,762,909 | 127,073 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $5,751,862 | 31,486 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $11,231,914 | 70,160 | Shares | Sole | 2022-02-10 | |
| 2021-06-30 | $6,214,884 | 46,043 | Shares | Sole | 2021-08-13 | |
| 2020-09-30 | $4,310,694 | 56,224 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,532,790 | 32,306 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $313,353 | 5,757 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||