Position in LPLA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,713,141
+$2,713,141 QoQ
Shares Held
9,632
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#271
of 761 holders
Holding Since
Mar 2021
16 quarters on record
Voting authority
Sole 50%
Shared 50%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Derivatives in LPLA
reported options exposure · as of Jun 30, 2026CallValue
$309,848
CallShares
1,100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Jun 30, 2026TUDOR INVESTMENT CORP ET AL holds $430,177,311 across 21 Capital Markets names. LPLA ranks #14 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
67,334 | $68,099,587 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
741,915 | $64,576,281 | |
| 3 | MS |
Morgan Stanley
|
270,000 | $56,440,800 | |
| 4 | SCHW |
Schwab Charles Corp
|
511,257 | $47,173,683 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
263,803 | $35,383,896 | |
| 6 | SF |
Stifel Financial Corp
|
470,515 | $32,827,831 | |
| 7 | CLSK |
Cleanspark, Inc.
|
1,622,172 | $23,602,602 | |
| 8 | MRX |
Marex Group Ltd
|
372,910 | $22,728,864 |
All Filings in LPLA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,848 | 1,100 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $2,713,141 | 9,632 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $451,245 | 1,500 | Call | Defined | 2026-05-15 | |
| 2025-12-31 | $571,472 | 1,600 | Call | Defined | 2026-02-17 | |
| 2025-03-31 | $1,491,431 | 4,559 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,044,832 | 3,200 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $18,752,122 | 57,432 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,349,254 | 5,800 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $5,638,485 | 24,238 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $651,364 | 2,800 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $26,536,013 | 95,009 | Shares | Defined | 2024-08-14 | |
| 2023-12-31 | $641,660 | 2,819 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $11,672,655 | 49,117 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $2,984,226 | 13,725 | Shares | Defined | 2023-08-14 | |
| 2022-12-31 | $237,787 | 1,100 | Put | Defined | 2023-02-14 | |
| 2022-09-30 | $240,328 | 1,100 | Call | Defined | 2022-11-14 | |
| 2022-06-30 | $1,666,592 | 9,034 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $938,061 | 5,135 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $715,442 | 4,469 | Shares | Defined | 2022-02-14 | |
| 2021-03-31 | $3,190,639 | 22,444 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||