Position in LPLA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$11,548
-$5,298 QoQ
Shares Held
41
-26.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#666
of 761 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Owl Creek Wealth Partners LLC holds $897,825 across 21 Capital Markets names. LPLA ranks #12 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,748 | $365,401 | |
| 2 | GS |
Goldman Sachs Group Inc
|
113 | $114,284 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
848 | $85,037 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
879 | $76,508 | |
| 5 | SCHW |
Schwab Charles Corp
|
626 | $57,761 | |
| 6 | NMR |
Nomura Holdings Inc
|
5,257 | $46,156 | |
| 7 | EVR |
Evercore Inc.
|
92 | $31,412 | |
| 8 | TW |
Tradeweb Markets Inc.
|
170 | $16,942 |
All Filings in LPLA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,548 | 41 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $16,846 | 56 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||