Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,498,537
-$48,492,088 QoQ
Shares Held
5,320
-96.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#331
of 761 holders
Holding Since
Jun 2021
9 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, 2026TWINBEECH CAPITAL LP holds $25,669,804 across 19 Capital Markets names. LPLA ranks #8 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WULF |
Terawulf Inc.
|
197,100 | $4,868,370 | |
| 2 | HLI |
Houlihan Lokey, Inc.
|
24,800 | $3,326,424 | |
| 3 | EVR |
Evercore Inc.
|
6,600 | $2,253,504 | |
| 4 | BMNR |
Bitmine Immersion Technologies, Inc.
|
152,200 | $2,025,782 | |
| 5 | RIOT |
Riot Platforms, Inc.
|
66,900 | $1,831,722 | |
| 6 | SNEX |
StoneX Group Inc.
|
21,440 | $1,693,720 | |
| 7 | MIAX |
Miami International Holdings, Inc.
|
42,572 | $1,581,975 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
5,320 | $1,498,537 |
All Filings in LPLA
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,498,537 | 5,320 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $49,990,625 | 133,319 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $5,295,012 | 16,217 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,989,760 | 12,852 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,416,291 | 15,812 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $14,147,493 | 62,154 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $36,021,532 | 177,972 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $15,151,139 | 70,089 | Shares | Sole | 2023-02-14 | |
| 2021-06-30 | $744,819 | 5,518 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||