Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$35,159,858
-$44,479,769 QoQ
Shares Held
124,822
-52.8% QoQ
Ownership
0.159%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#89
of 761 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 76%
None 24%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $6,805,114,739 across 38 Capital Markets names. LPLA ranks #15 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
14,101,563 | $2,947,790,726 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,407,422 | $1,423,424,385 | |
| 3 | SCHW |
Schwab Charles Corp
|
12,530,896 | $1,156,225,772 | |
| 4 | HUT |
Hut 8 Corp.
|
1,805,197 | $208,400,965 | |
| 5 | MC |
Moelis & Co
|
2,344,828 | $153,398,644 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
1,223,763 | $122,718,951 | |
| 7 | SNEX |
StoneX Group Inc.
|
1,371,951 | $108,384,128 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
3,185,945 | $87,231,173 |
All Filings in LPLA
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,159,858 | 124,822 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $79,639,627 | 264,733 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $57,650,806 | 161,410 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $37,471,537 | 112,632 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $101,091,161 | 269,598 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $110,900,784 | 339,001 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $123,505,996 | 378,261 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $58,001,402 | 249,329 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $65,587,458 | 234,828 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $20,286,859 | 76,786 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $17,261,559 | 75,835 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $64,911,718 | 273,140 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $9,502,993 | 43,706 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,265,206 | 40,836 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $7,410,737 | 34,282 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $8,258,978 | 37,802 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,401,771 | 45,543 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $11,035,150 | 60,407 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $11,834,492 | 73,924 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,981,405 | 57,294 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,420,187 | 47,564 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $431,880 | 3,038 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $208,647 | 2,002 | Shares | Defined | 2021-02-12 | |
| 2020-06-30 | $2,332,398 | 29,750 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,403,398 | 62,528 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||