Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$30,041,448
-$74,951,525 QoQ
Shares Held
106,651
-69.4% QoQ
Ownership
0.135%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#97
of 761 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 95%
None 5%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Invesco Ltd. holds $9,344,402,535 across 51 Capital Markets names. LPLA ranks #25 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,508,431 | $2,536,951,850 | |
| 2 | MS |
Morgan Stanley
|
9,205,421 | $1,924,301,199 | |
| 3 | SCHW |
Schwab Charles Corp
|
13,090,710 | $1,207,879,801 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
9,708,980 | $845,069,614 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,517,212 | $553,266,013 | |
| 6 | EVR |
Evercore Inc.
|
1,602,673 | $547,216,665 | |
| 7 | PIPR |
Piper Sandler Companies
|
3,141,984 | $227,291,116 | |
| 8 | WULF |
Terawulf Inc.
|
7,107,793 | $175,562,486 |
All Filings in LPLA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,041,448 | 106,651 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $104,992,973 | 349,011 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $183,830,749 | 514,687 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $179,467,618 | 539,444 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $206,825,570 | 551,579 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $33,123,901 | 101,253 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $32,888,366 | 100,727 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $29,925,750 | 128,641 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $158,509,724 | 567,525 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $109,889,230 | 415,932 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $71,921,540 | 315,972 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $100,950,386 | 424,786 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $75,046,827 | 345,154 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $72,869,863 | 360,029 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $145,274,015 | 672,036 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $364,189,986 | 1,666,926 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $392,796,472 | 2,129,209 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $432,016,638 | 2,364,882 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $325,780,422 | 2,034,983 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $301,875,391 | 1,925,717 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $271,871,984 | 2,014,165 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $382,604,443 | 2,691,365 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $240,527,248 | 2,307,880 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $234,197,097 | 3,054,612 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $232,049,020 | 2,959,809 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $128,514,614 | 2,361,099 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||