Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,182,592,914
New position
Shares Held
4,198,356
first reported quarter
Ownership
5.33%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#4
of 761 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 96%
None 4%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Jupiter Topco LLC holds $3,511,603,145 across 36 Capital Markets names. LPLA ranks #1 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
This page
|
4,198,356 | $1,182,592,914 | |
| 2 | MS |
Morgan Stanley
|
3,551,238 | $742,350,788 | |
| 3 | GS |
Goldman Sachs Group Inc
|
633,635 | $640,839,427 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
4,916,257 | $493,002,250 | |
| 5 | SCHW |
Schwab Charles Corp
|
2,113,238 | $194,988,467 | |
| 6 | LAZ |
Lazard, Inc.
|
1,604,098 | $67,275,869 | |
| 7 | EVR |
Evercore Inc.
|
132,403 | $45,207,680 | |
| 8 | PIPR |
Piper Sandler Companies
|
478,652 | $34,625,685 |
All Filings in LPLA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,182,592,914 | 4,198,356 | Shares | Defined | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||