Position in LPLA
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,183,865
-$18,089,369 QoQ
Shares Held
7,753
-88.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#53
of 236 holders
Holding Since
Jun 2022
17 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, 2026TD Waterhouse Canada Inc. holds $351,454,240 across 28 Capital Markets names. LPLA ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
146,204 | $147,866,339 | |
| 2 | MS |
Morgan Stanley
|
583,289 | $121,930,732 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
516,646 | $44,968,867 | |
| 4 | EVR |
Evercore Inc.
|
74,739 | $25,518,884 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
53,324 | $5,347,330 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
7,753 | $2,183,865 | |
| 7 | SCHW |
Schwab Charles Corp
|
15,634 | $1,442,549 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
9,870 | $618,158 |
All Filings in LPLA
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,183,865 | 7,753 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $20,273,234 | 67,391 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $11,786 | 33 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $62,213 | 187 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $72,369 | 193 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $14,067 | 43 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $11,427 | 35 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $9,072 | 39 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $173,724 | 622 | Shares | Defined | 2024-11-12 | |
| 2024-03-31 | $141,611 | 536 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $62,595 | 275 | Shares | Defined | 2024-05-10 | |
| 2023-09-30 | $29,468 | 124 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $12,610 | 58 | Shares | Defined | 2023-11-13 | |
| 2023-03-31 | $1,821 | 9 | Shares | Defined | 2023-11-13 | |
| 2022-12-31 | $1,945 | 9 | Shares | Defined | 2023-11-13 | |
| 2022-09-30 | $12,890 | 59 | Shares | Defined | 2023-11-13 | |
| 2022-06-30 | $10,884 | 59 | Shares | Defined | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||