Investment Management Corp of Ontario
Position in LPLA — LPL Financial Holdings Inc.
CIK 1811568
Toronto, Z4
Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,437,131
-$290,234 QoQ
Shares Held
5,102
-11.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#335
of 761 holders
Holding Since
Dec 2022
15 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, 2026Investment Management Corp of Ontario holds $77,516,780 across 10 Capital Markets names. LPLA ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
25,263 | $25,550,240 | |
| 2 | MS |
Morgan Stanley
|
93,032 | $19,447,409 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
151,646 | $13,199,267 | |
| 4 | SCHW |
Schwab Charles Corp
|
114,067 | $10,524,962 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
47,862 | $4,799,601 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
5,102 | $1,437,131 | |
| 7 | IREN |
IREN Ltd
|
20,700 | $946,611 | |
| 8 | TW |
Tradeweb Markets Inc.
|
7,357 | $733,198 |
All Filings in LPLA
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,437,131 | 5,102 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,727,365 | 5,742 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,183,380 | 6,113 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,252,910 | 3,766 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,030,042 | 2,747 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $964,081 | 2,947 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $672,937 | 2,061 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $572,502 | 2,461 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $463,917 | 1,661 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $333,156 | 1,261 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,463,303 | 10,822 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,112,057 | 17,303 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $946,907 | 4,355 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,468,007 | 7,253 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,323,392 | 6,122 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||