Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$176,613
+$8,750 QoQ
Shares Held
627
+12.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#584
of 761 holders
Holding Since
Mar 2022
18 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, 2026FIL Ltd holds $681,914,305 across 13 Capital Markets names. LPLA ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,644,681 | $343,804,114 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
1,581,220 | $137,629,387 | |
| 3 | SCHW |
Schwab Charles Corp
|
737,623 | $68,060,474 | |
| 4 | TW |
Tradeweb Markets Inc.
|
591,080 | $58,907,031 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
286,908 | $28,771,133 | |
| 6 | FUTU |
Futu Holdings Ltd
|
231,824 | $21,731,180 | |
| 7 | XP |
XP Inc.
|
719,544 | $11,699,785 | |
| 8 | EVR |
Evercore Inc.
|
26,390 | $9,010,601 |
All Filings in LPLA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $176,613 | 627 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $167,863 | 558 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $152,868 | 428 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $183,644 | 552 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $206,232 | 550 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $56,268 | 172 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $54,527 | 167 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $39,314 | 169 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $39,381 | 141 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $24,570 | 93 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $18,437 | 81 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $14,496 | 61 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $39,632,922 | 182,279 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $42,850,102 | 211,710 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $47,502,059 | 219,744 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $59,092,066 | 270,469 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $54,520,112 | 295,534 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $60,397,478 | 330,619 | Shares | Defined | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||