Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$37,928,773
-$83,009,096 QoQ
Shares Held
134,652
-66.5% QoQ
Ownership
0.171%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#86
of 761 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $7,978,000,152 across 41 Capital Markets names. LPLA ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
36,476,735 | $3,365,708,333 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,945,312 | $1,967,430,191 | |
| 3 | MS |
Morgan Stanley
|
8,358,992 | $1,747,363,683 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,600,614 | $260,789,568 | |
| 5 | TW |
Tradeweb Markets Inc.
|
1,166,645 | $116,267,840 | |
| 6 | XP |
XP Inc.
|
4,470,393 | $72,688,588 | |
| 7 | HUT |
Hut 8 Corp.
|
590,099 | $68,123,977 | |
| 8 | EVR |
Evercore Inc.
|
117,846 | $40,237,335 |
All Filings in LPLA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,928,773 | 134,652 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $120,937,869 | 402,014 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $57,780,103 | 161,772 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $56,153,744 | 168,787 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $61,238,972 | 163,317 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $54,746,223 | 167,348 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $49,733,675 | 152,319 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $60,464,952 | 259,919 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $88,269,968 | 316,040 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $80,329,214 | 304,047 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $61,258,457 | 269,126 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $64,151,952 | 269,943 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $46,688,959 | 214,731 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $41,028,096 | 202,708 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $44,391,804 | 205,356 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $21,129,417 | 96,711 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $368,590 | 1,998 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $282,788 | 1,548 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $282,718 | 1,766 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $278,405 | 1,776 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $239,724 | 1,776 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $207,411 | 1,459 | Shares | Defined | 2021-05-13 | |
| 2020-03-31 | $1,555,827 | 28,584 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||