Position in LPLA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,351
+$538 QoQ
Shares Held
19
+18.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#688
of 761 holders
Holding Since
Mar 2020
20 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, 2026MEEDER ASSET MANAGEMENT INC holds $3,769,780 across 11 Capital Markets names. LPLA ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MC |
Moelis & Co
|
48,749 | $3,189,156 | |
| 2 | PJT |
PJT Partners Inc.
|
1,541 | $232,598 | |
| 3 | HUT |
Hut 8 Corp.
|
1,034 | $119,370 | |
| 4 | BMNR |
Bitmine Immersion Technologies, Inc.
|
4,645 | $61,824 | |
| 5 | GS |
Goldman Sachs Group Inc
|
56 | $56,636 | |
| 6 | MS |
Morgan Stanley
|
218 | $45,570 | |
| 7 | SCHW |
Schwab Charles Corp
|
325 | $29,987 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
149 | $14,941 |
All Filings in LPLA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,351 | 19 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,813 | 16 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $7,500 | 21 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,986 | 21 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,235,898 | 3,296 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $36,966 | 113 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $183,498 | 562 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $131,668 | 566 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $7,261 | 26 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,869 | 26 | Shares | Sole | 2024-05-07 | |
| 2023-06-30 | $930,817 | 4,281 | Shares | Sole | 2023-08-11 | |
| 2022-12-31 | $1,226,331 | 5,673 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,747 | 8 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,475 | 8 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $5,845 | 32 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $272,790 | 1,704 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $19,281 | 123 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $28,210 | 209 | Shares | Defined | 2021-08-09 | |
| 2020-06-30 | $26,654 | 340 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $511,094 | 9,390 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||