Position in LPLA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,384,175
-$332,060 QoQ
Shares Held
4,914
-13.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#340
of 761 holders
Holding Since
Sep 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, 2026BANK OF NOVA SCOTIA holds $633,738,910 across 15 Capital Markets names. LPLA ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
222,183 | $224,709,220 | |
| 2 | MS |
Morgan Stanley
|
899,747 | $188,083,112 | |
| 3 | SCHW |
Schwab Charles Corp
|
893,472 | $82,440,661 | |
| 4 | SF |
Stifel Financial Corp
|
519,811 | $36,267,213 | |
| 5 | LAZ |
Lazard, Inc.
|
804,872 | $33,756,331 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
309,563 | $26,944,363 | |
| 7 | MKTX |
Marketaxess Holdings Inc
|
115,410 | $13,097,880 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
194,613 | $11,593,096 |
All Filings in LPLA
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,384,175 | 4,914 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,716,235 | 5,705 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,024,439 | 5,668 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,032,669 | 3,104 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $940,854 | 2,876 | Shares | Sole | 2025-07-02 | |
| 2024-09-30 | $1,233,171 | 5,301 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,362,984 | 4,880 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,304,091 | 4,936 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,689,492 | 16,209 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,808,547 | 11,818 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $31,001,169 | 142,580 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $492,034 | 2,431 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $701,471 | 3,245 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,993,343 | 27,432 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $391,097 | 2,120 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,529,185 | 24,793 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $8,699,082 | 55,493 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,942,767 | 14,393 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $30,904,588 | 217,393 | Shares | Sole | 2021-05-06 | |
| 2020-09-30 | $2,215,226 | 28,893 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||