Y-Intercept (Hong Kong) Ltd
Position in LPLA — LPL Financial Holdings Inc.
CIK 1772875
HONG KONG, K3
Position in LPLA
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$7,460,013
+$7,215,486 QoQ
Shares Held
26,484
+3503.3% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#4
of 48 holders
Holding Since
Dec 2021
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Y-Intercept (Hong Kong) Ltd holds $103,179,161 across 25 Capital Markets names. LPLA ranks #3 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
20,642 | $20,876,699 | |
| 2 | TW |
Tradeweb Markets Inc.
|
76,118 | $7,585,919 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
This page
|
26,484 | $7,460,013 | |
| 4 | WULF |
Terawulf Inc.
|
292,096 | $7,214,771 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
140,910 | $7,042,681 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
54,792 | $6,218,344 | |
| 7 | SF |
Stifel Financial Corp
|
84,425 | $5,890,332 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
42,939 | $5,759,408 |
All Filings in LPLA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,460,013 | 26,484 | Shares | Sole | 2026-07-14 | |
| 2025-09-30 | $244,527 | 735 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,033,837 | 5,424 | Shares | Sole | 2025-08-01 | |
| 2024-03-31 | $647,554 | 2,451 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $438,168 | 1,925 | Shares | Sole | 2024-02-13 | |
| 2023-03-31 | $399,942 | 1,976 | Shares | Sole | 2023-05-09 | |
| 2021-12-31 | $375,090 | 2,343 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||