Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,357,415
-$2,463,126 QoQ
Shares Held
4,819
-62.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#343
of 761 holders
Holding Since
Dec 2025
3 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, 2026LORD, ABBETT & CO. LLC holds $1,043,423,656 across 13 Capital Markets names. LPLA ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,140,714 | $447,494,854 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,213,960 | $204,282,089 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
1,471,381 | $128,069,002 | |
| 4 | WULF |
Terawulf Inc.
|
2,291,387 | $56,597,258 | |
| 5 | SNEX |
StoneX Group Inc.
|
638,122 | $50,411,677 | |
| 6 | HUT |
Hut 8 Corp.
|
346,990 | $40,058,260 | |
| 7 | MIAX |
Miami International Holdings, Inc.
|
1,000,866 | $37,192,180 | |
| 8 | EVR |
Evercore Inc.
|
91,374 | $31,198,738 |
All Filings in LPLA
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,357,415 | 4,819 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,820,541 | 12,700 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,970,301 | 11,116 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||