Position in LPLA
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$257,455
-$31,341 QoQ
Shares Held
914
-4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#540
of 761 holders
Holding Since
Jun 2025
5 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, 2026MGO ONE SEVEN LLC holds $29,676,383 across 9 Capital Markets names. LPLA ranks #9 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
12,310 | $12,449,964 | |
| 2 | SCHW |
Schwab Charles Corp
|
74,619 | $6,885,095 | |
| 3 | MS |
Morgan Stanley
|
26,596 | $5,559,627 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
17,933 | $1,560,888 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
11,871 | $1,190,423 | |
| 6 | EVR |
Evercore Inc.
|
2,603 | $888,768 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
41,052 | $546,402 | |
| 8 | IREN |
IREN Ltd
|
7,386 | $337,761 |
All Filings in LPLA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,455 | 914 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $288,796 | 960 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $343,240 | 961 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,413,599 | 4,249 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,430,135 | 3,814 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||