Position in LPLA
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,808,103
-$1,233,288 QoQ
Shares Held
6,419
-36.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#313
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, 2026TCW GROUP INC holds $66,420,709 across 6 Capital Markets names. LPLA ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
229,009 | $47,872,040 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
76,642 | $6,670,919 | |
| 3 | GS |
Goldman Sachs Group Inc
|
4,965 | $5,021,452 | |
| 4 | SCHW |
Schwab Charles Corp
|
40,500 | $3,736,934 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
This page
|
6,419 | $1,808,103 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
13,076 | $1,311,261 |
All Filings in LPLA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,808,103 | 6,419 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $3,041,391 | 10,110 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $5,274,686 | 14,768 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||