Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$40,476,287
+$12,620,032 QoQ
Shares Held
143,696
+55.2% QoQ
Ownership
0.182%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#83
of 761 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Derivatives in LPLA
reported options exposure · as of Sep 30, 2024CallValue
$4,071,025
CallShares
17,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026BARCLAYS PLC holds $3,680,089,370 across 60 Capital Markets names. LPLA ranks #10 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,444,543 | $1,460,967,451 | |
| 2 | MS |
Morgan Stanley
|
4,005,043 | $837,214,187 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,656,904 | $337,422,531 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,165,076 | $317,393,820 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,618,674 | $227,929,384 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
1,596,595 | $79,797,816 | |
| 7 | IREN |
IREN Ltd
|
1,162,618 | $53,166,520 | |
| 8 | WULF |
Terawulf Inc.
|
2,151,514 | $53,142,395 |
All Filings in LPLA
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,476,287 | 143,696 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $27,856,255 | 92,598 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $31,712,051 | 88,787 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $26,605,882 | 79,972 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $24,291,679 | 64,783 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $14,254,142 | 43,572 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $17,136,876 | 52,485 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $26,930,876 | 115,767 | Shares | Sole | 2026-03-31 | |
| 2024-09-30 | $4,071,025 | 17,500 | Call | Sole | 2026-03-31 | |
| 2024-06-30 | $15,101,470 | 54,069 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $18,352,652 | 69,465 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $19,230,018 | 84,483 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $15,172,525 | 63,844 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $11,762,744 | 54,099 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $9,187,137 | 45,391 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $14,113,738 | 65,290 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $16,955,795 | 77,608 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $15,558,120 | 84,335 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $19,236,751 | 105,303 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,313,148 | 39,435 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,903,765 | 31,282 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $8,683,398 | 64,331 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,013,129 | 35,264 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,019,973 | 38,572 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,174,507 | 15,319 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,277,362 | 29,048 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $29,507,373 | 542,116 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||