Northwest & Ethical Investments L.P.
Position in LPLA — LPL Financial Holdings Inc.
CIK 2033536
TORONTO, A6
Position in LPLA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$780,653
+$227,040 QoQ
Shares Held
2,595
+67.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
8 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, 2026Northwest & Ethical Investments L.P. holds $3,793,297 across 7 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
9,580 | $2,002,603 | |
| 2 | TW |
Tradeweb Markets Inc.
|
10,656 | $1,061,976 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
2,345 | $235,156 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
2,232 | $194,273 | |
| 5 | SCHW |
Schwab Charles Corp
|
1,455 | $134,252 | |
| 6 | WULF |
Terawulf Inc.
|
4,302 | $106,259 | |
| 7 | FIGR |
Figure Technology Solutions, Inc.
|
1,914 | $58,778 |
All Filings in LPLA
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $780,653 | 2,595 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $553,613 | 1,550 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $2,047,336 | 5,460 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,491,758 | 4,560 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $424,463 | 1,300 | Shares | Sole | 2025-02-11 | |
| 2024-03-31 | $158,520 | 600 | Shares | Sole | 2025-07-09 | |
| 2020-06-30 | $1,696,184 | 21,635 | Shares | Sole | 2025-07-08 | |
| 2020-03-31 | $1,348,176 | 24,769 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||